Retirement Plans in General

5,761 topics in this forum

1. OK to name both a corporate co-trustee (e.g. a bank) and an employee of the plan sponsor as co-trustee?

   By Guest PensionPerson, August 8, 2003
   • 3 replies
   • 5.5k views
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   • Guest
   • August 8, 2003

2. Vesting in frozen plan

   By Moe Howard, August 8, 2003
   • 9 replies
   • 4.9k views
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   • david rigby
   • August 8, 2003

3. ABA JCEB Q and As

   By smm, August 7, 2003
   • 7 replies
   • 2k views
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   • E as in ERISA
   • August 7, 2003

4. Amending a Standarized Document

   By Guest taj32z, August 5, 2003
   • 20 replies
   • 2.1k views
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   • Blinky the 3-eyed Fish
   • August 7, 2003

5. MP Plan Merger and Plan Year Change

   By MBCarey, August 7, 2003
   • 0 replies
   • 928 views
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   • MBCarey
   • August 7, 2003

6. Missing Spouse -- pension withdrawal

   By Guest JD698, August 6, 2003
   • 1 reply
   • 1.8k views
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   • david rigby
   • August 6, 2003

7. Non-union employees excludable?

   By Sully, July 31, 2003
   • 4 replies
   • 1.8k views
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   • KJohnson
   • August 5, 2003

8. Eligible Employees Opt-Out

   By Jilliandiz, August 1, 2003
   • 6 replies
   • 6.3k views
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   • MGB
   • August 4, 2003

9. Prior Service Wording before age 30

   By Guest efstreet, July 12, 2003
   • 4 replies
   • 1.1k views
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   • Blinky the 3-eyed Fish
   • July 29, 2003

10. Controlled Group

    By dmb, July 23, 2003
    • 6 replies
    • 1.5k views
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    • E as in ERISA
    • July 28, 2003

11. 412(i) Plan Administration

    By Guest Rick Baker, July 25, 2003
    • 2 replies
    • 1.4k views
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    • Guest
    • July 25, 2003

12. leased employees

    By PensionNewbee, July 24, 2003
    • 3 replies
    • 1.4k views
    • 
    • Ron Snyder
    • July 25, 2003

13. Plan Year/Limitation Year

    By Guest JROSSITTER, July 24, 2003
    • 1 reply
    • 1.6k views
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    • Blinky the 3-eyed Fish
    • July 24, 2003

14. Section 204(h) Notice when MPP merged into a PSP

    By Guest JDansa, July 22, 2003
    • 6 replies
    • 1.5k views
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    • KJohnson
    • July 23, 2003

15. Union 204(h)

    By rcline46, July 23, 2003
    • 1 reply
    • 1.6k views
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    • GBurns
    • July 23, 2003

16. Is there a Short Plan Year in Year of Term?

    By jkharvey, July 23, 2003
    • 2 replies
    • 1.1k views
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    • E as in ERISA
    • July 23, 2003

17. Timing of employer deduction

    By Guest SteveD, July 22, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • July 22, 2003

18. Portman-Cardin Ways & Means Mark Up

    By MGB, July 18, 2003
    • 8 replies
    • 1.5k views
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    • mbozek
    • July 21, 2003

19. Director's Fees

    By dmb, July 16, 2003
    • 1 reply
    • 1.5k views
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    • Appleby
    • July 16, 2003

20. IRC416 Top Heavy

    By Guest jusducki, July 14, 2003
    • 3 replies
    • 1.4k views
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    • Steve72
    • July 15, 2003

21. testing for plan with only vested terminees

    By PensionNewbee, July 14, 2003
    • 1 reply
    • 947 views
    • 
    • Blinky the 3-eyed Fish
    • July 14, 2003

22. Qualifying Plan Asset

    By WDIK, July 7, 2003
    • 5 replies
    • 1.2k views
    • 
    • ljr
    • July 11, 2003

23. maximum service requirement

    By AndyH, July 10, 2003
    • 5 replies
    • 1.8k views
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    • AndyH
    • July 11, 2003

24. Coverage Testing for Frozen DC Plan

    By chris, July 9, 2003
    • 2 replies
    • 2.3k views
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    • chris
    • July 9, 2003

25. Nice trust officers' portal site found

    By Dave Baker, February 2, 2000
    • 2 replies
    • 5.3k views
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    • Dave Baker
    • July 8, 2003

26. Small Plan Audit

    By WDIK, July 7, 2003
    • 1 reply
    • 986 views
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    • Blinky the 3-eyed Fish
    • July 8, 2003

27. removing in-service distributions

    By Guest mringo, July 7, 2003
    • 1 reply
    • 1.3k views
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    • Belgarath
    • July 7, 2003

28. removing SSN's from reports

    By eilano, July 7, 2003
    • 0 replies
    • 1.3k views
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    • eilano
    • July 7, 2003

29. Life Expectancy Death payments under a Keogh

    By mwyatt, July 1, 2003
    • 8 replies
    • 3.5k views
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    • mbozek
    • July 3, 2003

30. Multiple Employer Plan

    By Archimage, June 27, 2003
    • 3 replies
    • 1.1k views
    • 
    • Kirk Maldonado
    • June 27, 2003

31. Multiple Employer Plan - Another Question

    By Guest cease, June 17, 2003
    • 2 replies
    • 1.9k views
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    • RTK
    • June 27, 2003

32. Submission for Determination - problem

    By Guest ElKH, June 13, 2003
    • 2 replies
    • 1.1k views
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    • Guest
    • June 27, 2003

33. Dtandardized Plan .... 500 hour rule

    By Moe Howard, June 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • June 25, 2003

34. Voluntary Contributions to DB Plans

    By Guest rocnrols2, June 25, 2003
    • 0 replies
    • 878 views
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    • Guest
    • June 25, 2003

35. Getting Started Early

    By Guest Tumbler, June 23, 2003
    • 0 replies
    • 924 views
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    • Guest
    • June 23, 2003

36. Musmeci v. Schwegmann Giant Super Markets

    By Theresa Lynn, June 20, 2003
    • 0 replies
    • 1.7k views
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    • Theresa Lynn
    • June 20, 2003

37. Pension Payout Questions

    By Guest Llama, June 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 17, 2003

38. Tax credits

    By Guest R. Daestrom, June 17, 2003
    • 0 replies
    • 895 views
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    • Guest
    • June 17, 2003

39. Multiple employer plans

    By Belgarath, June 16, 2003
    • 3 replies
    • 1.2k views
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    • Belgarath
    • June 17, 2003

40. Effect of Cessation of Controlled Group?

    By chris, June 16, 2003
    • 2 replies
    • 1.1k views
    • 
    • chris
    • June 16, 2003

41. whole life insurance

    By eilano, June 13, 2003
    • 4 replies
    • 1.5k views
    • 
    • ljr
    • June 16, 2003

42. Vesting/defined benefit

    By Guest efstreet, June 12, 2003
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • June 13, 2003

43. Target Benefit Calculation for Short Plan Year

    By mwyatt, June 13, 2003
    • 0 replies
    • 1k views
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    • mwyatt
    • June 13, 2003

44. QSLOBs

    By katieinny, June 11, 2003
    • 1 reply
    • 1.3k views
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    • Guest
    • June 11, 2003

45. Top Heavy determination

    By Guest LoloV, June 4, 2003
    • 3 replies
    • 1.2k views
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    • Mike Preston
    • June 10, 2003

46. Lost Spouse

    By Guest StargazerL81, June 9, 2003
    • 1 reply
    • 1.5k views
    • 
    • Harwood
    • June 9, 2003

47. IRS plan audits & agents

    By eilano, June 9, 2003
    • 1 reply
    • 972 views
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    • GBurns
    • June 9, 2003

48. Missing Participant

    By Archimage, May 30, 2003
    • 3 replies
    • 1.2k views
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    • Harwood
    • June 9, 2003

49. Top Heavy Plans

    By Guest DIGMYDOG, June 4, 2003
    • 11 replies
    • 3k views
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    • QDROphile
    • June 8, 2003

50. Initial Short Plan Year

    By Guest LoloV, June 6, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 6, 2003