Retirement Plans in General

5,781 topics in this forum

1. Attribution and HCE's

   By Guest carsonv, October 10, 2003
   • 7 replies
   • 1.5k views
   • 
   • Mike Preston
   • October 10, 2003

2. K1 income

   By alexa, October 9, 2003
   • 2 replies
   • 1.6k views
   • 
   • R. Butler
   • October 10, 2003

3. Profit Sharing Plan - Sole Proprietor to LLC

   By Guest tgraham, October 7, 2003
   • 2 replies
   • 1.1k views
   • 
   • Mike Preston
   • October 7, 2003

4. 1.401a4-11g extended by Isabel?

   By Guest dsyrett, October 7, 2003
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • October 7, 2003

5. Deemed IRAs in Qualified Plans(Commingled Assets; separate trusts)

   By Guest RSNOW, October 6, 2003
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • October 7, 2003

6. When do the profit sharing contributions have to be deposited by?For a plan year that runs from 6/1/02 through 5/31/03?

   By Jilliandiz, October 6, 2003
   • 5 replies
   • 2k views
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   • Mike Preston
   • October 7, 2003

7. Compensation for LLC taxed as partnership.

   By perkinsran, October 5, 2003
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • October 6, 2003

8. Integrated top-heavy plan, 1,000 hour/last day employment requirement, 401(a)(4); multiple formula situation because it's top-heavy?

   By R. Butler, October 2, 2003
   • 14 replies
   • 3.3k views
   • 
   • Mike Preston
   • October 13, 2012

9. Software suggestions for self-employed/partnership calculations

   By Guest duh, October 1, 2003
   • 4 replies
   • 2.7k views
   • 
   • Archimage
   • October 2, 2003

10. Could a collective trust fund of a bank hold individual group annuity contracts?

    By Guest vantagepension, September 30, 2003
    • 7 replies
    • 14.2k views
    • 
    • alanm
    • September 1, 2004

11. Are the proposed regs on deemed IRAs issued 5/20/2003 the latest guidance we have?

    By Guest RSNOW, September 30, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 30, 2003

12. Self-Employed Compensation and Employer Deduction

    By Archimage, September 30, 2003
    • 1 reply
    • 932 views
    • 
    • Mike Preston
    • September 30, 2003

13. Failure to take required minimum distribution

    By Guest taj32z, September 29, 2003
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • September 29, 2003

14. New plan after sponsor emerges from bankruptcy; does sponsor have to count years of service before plan establishment for purposes of vesting?

    By Guest CJS, September 26, 2003
    • 2 replies
    • 920 views
    • 
    • Guest
    • September 29, 2003

15. Sponsor did not fully fund the profit sharing contribution deduction shown on 2001 tax return; how to handle 2001 allocation report?

    By eilano, September 25, 2003
    • 2 replies
    • 1.3k views
    • 
    • eilano
    • September 26, 2003

16. Irrevocable waivers for members of religious sect

    By rcline46, September 25, 2003
    • 0 replies
    • 948 views
    • 
    • rcline46
    • September 25, 2003

17. What's best retirement vehicle for this Schedule C participant: Uni-K or traditional profit sharing plan?

    By Lori H, September 24, 2003
    • 11 replies
    • 4.8k views
    • 
    • Mary Kay Foss
    • October 17, 2003

18. Deductibility - change in corporate tax year

    By Guest bill parks, September 23, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 25, 2003

19. Corp/plan sponsor is owned by 2 individuals; becomes partnership owned by the two individuals' corps; can corporations participate in the partnership's retirement plan?

    By Gilmore, September 23, 2003
    • 2 replies
    • 2.2k views
    • 
    • Gilmore
    • September 23, 2003

20. Participant mistakenly got distribution during merger of MP into PS; how to correct?

    By dmb, September 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • ljr
    • September 22, 2003

21. National Employee Savings & Trust Equity Guarantee Act of 2003

    By jevd, September 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • TCWalker
    • September 22, 2003

22. Change of Trustees

    By Guest DIGMYDOG, September 19, 2003
    • 3 replies
    • 2.5k views
    • 
    • ljr
    • September 22, 2003

23. Spin-offs

    By Belgarath, September 19, 2003
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • September 19, 2003

24. Leave of Absence

    By DP, September 18, 2003
    • 5 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2003

25. Integrated allocation in profit sharing plan; don't understand how the document's "comp plus excess comp" formula works

    By Lori H, September 15, 2003
    • 15 replies
    • 4.7k views
    • 
    • Tom Poje
    • September 26, 2003

26. Loan as investment in DB Plan

    By dmb, September 12, 2003
    • 5 replies
    • 1.1k views
    • 
    • mbozek
    • September 16, 2003

27. Various questions in Affiliated Service Group situation; interlocking law firms

    By R. Butler, September 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 26, 2003

28. Canadian same-sex marriages

    By Guest rose1, September 10, 2003
    • 2 replies
    • 1k views
    • 
    • mbozek
    • September 10, 2003

29. Summary Plan Description/Plan Document

    By Jilliandiz, September 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2003

30. "401(a) Plan"???

    By Guest barkley, September 8, 2003
    • 6 replies
    • 2k views
    • 
    • david rigby
    • September 8, 2003

31. Rehires

    By Guest carsca, September 5, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 5, 2003

32. temp employees hired full time

    By eilano, September 4, 2003
    • 2 replies
    • 2.2k views
    • 
    • KJohnson
    • September 4, 2003

33. Bad Boy Clause

    By Guest taj32z, September 3, 2003
    • 5 replies
    • 3.4k views
    • 
    • Medusa
    • September 5, 2003

34. Control Group Testing

    By Guest LoloV, September 3, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 3, 2003

35. Corp deduction on 2002 contribution

    By imchipbrown, August 29, 2003
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • September 2, 2003

36. Different Contribution rates per division

    By Guest velll, August 29, 2003
    • 1 reply
    • 929 views
    • 
    • Blinky the 3-eyed Fish
    • September 2, 2003

37. Top Heavy testing w/rollovers

    By Belgarath, August 29, 2003
    • 7 replies
    • 3k views
    • 
    • Belgarath
    • September 3, 2003

38. GUST Deadline

    By ljr, August 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • August 28, 2003

39. Pension benefit payout

    By Guest JD698, August 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • August 27, 2003

40. ASPA National Conference

    By AndyH, August 27, 2003
    • 8 replies
    • 2.2k views
    • 
    • Erik Read
    • August 28, 2003

41. 2003 415 Limits

    By DP, August 27, 2003
    • 12 replies
    • 2.2k views
    • 
    • DP
    • August 28, 2003

42. Audit Questions

    By WDIK, August 25, 2003
    • 19 replies
    • 2.5k views
    • 
    • WDIK
    • March 12, 2004

43. Common Ownership Issue

    By pbarrett, August 21, 2003
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • August 25, 2003

44. Can Partner Opt Out of Plan

    By jane123, August 19, 2003
    • 13 replies
    • 1.7k views
    • 
    • chris
    • August 25, 2003

45. Protecting Plan Assets upon plan termination

    By dmb, August 15, 2003
    • 2 replies
    • 965 views
    • 
    • david rigby
    • August 15, 2003

46. Can sole prop delay contrib until 10/15?

    By Guest rickw, August 15, 2003
    • 7 replies
    • 1.3k views
    • 
    • mwyatt
    • August 16, 2003

47. 411(d)(6) and Alternative Forms of Benefit

    By Guest NPWA, August 12, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 12, 2003

48. Participant force out

    By Guest jhilliard, August 12, 2003
    • 17 replies
    • 5.6k views
    • 
    • Guest
    • August 19, 2003

49. Non-Profit Entity and Deductions

    By Guest pension222, August 11, 2003
    • 0 replies
    • 929 views
    • 
    • Guest
    • August 11, 2003

50. Summary Annual Report

    By Lynn Campbell, August 8, 2003
    • 1 reply
    • 961 views
    • 
    • R. Butler
    • August 11, 2003