Retirement Plans in General

5,819 topics in this forum

1. 4975 Disqualified Person Question

   By Guest cgriffin, October 20, 2003
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • October 20, 2003

2. 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
   • 5k views
   • 
   • Mary Kay Foss
   • October 17, 2003

3. Davis-Bacon Contributions and 401k Safe Harbor

   By perkinsran, October 17, 2003
   • 0 replies
   • 1.6k views
   • 
   • perkinsran
   • October 17, 2003

4. Which ERISA plans, does the DOL require to be a trust ?

   By Guest ETodd, October 16, 2003
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • October 17, 2003

5. lump Sum distributions - switching from the 30 yr treasury to a (higher)corporate bond rate. Could this happen suddenly if passed by Congress? Or faze in?

   By Guest Scorpionpenn, October 10, 2003
   • 12 replies
   • 2k views
   • 
   • mwyatt
   • October 17, 2003

6. Employer sold part of business and wants to establish new plan effective mid-year for just the remaining three employees. How to test for 410(b) etc.?

   By Guest tkay, October 16, 2003
   • 1 reply
   • 965 views
   • 
   • Guest
   • October 17, 2003

7. Who takes deduction for controlled group contribution

   By Guest jgordon, October 14, 2003
   • 5 replies
   • 4.2k views
   • 
   • GBurns
   • October 15, 2003

8. Safe Harbor Compensation

   By Scott, January 29, 1999
   • 2 replies
   • 1.6k views
   • 
   • AndyH
   • October 15, 2003

9. Software for tracking client activity

   By mwyatt, October 11, 2003
   • 0 replies
   • 1.6k views
   • 
   • mwyatt
   • October 11, 2003

10. What is a "de minimis" difference in compensation inclusion percentage

    By JButtrick, October 10, 2003
    • 2 replies
    • 2k views
    • 
    • g8r
    • October 10, 2003

11. Attribution and HCE's

    By Guest carsonv, October 10, 2003
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • October 10, 2003

12. K1 income

    By alexa, October 9, 2003
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • October 10, 2003

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

    By Guest RSNOW, October 6, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 7, 2003

14. 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
    • 2.1k views
    • 
    • Mike Preston
    • October 7, 2003

15. Profit Sharing Plan - Sole Proprietor to LLC

    By Guest tgraham, October 7, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • October 7, 2003

16. 1.401a4-11g extended by Isabel?

    By Guest dsyrett, October 7, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 7, 2003

17. Compensation for LLC taxed as partnership.

    By perkinsran, October 5, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • October 6, 2003

18. Software suggestions for self-employed/partnership calculations

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

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

    By Guest RSNOW, September 30, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 30, 2003

20. Self-Employed Compensation and Employer Deduction

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

21. 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
    • 992 views
    • 
    • Guest
    • September 29, 2003

22. Failure to take required minimum distribution

    By Guest taj32z, September 29, 2003
    • 1 reply
    • 2k views
    • 
    • mbozek
    • September 29, 2003

23. 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
    • 5k views
    • 
    • Tom Poje
    • September 26, 2003

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

    By R. Butler, September 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 26, 2003

25. 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
    • 1.4k views
    • 
    • eilano
    • September 26, 2003

26. Deductibility - change in corporate tax year

    By Guest bill parks, September 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 25, 2003

27. Irrevocable waivers for members of religious sect

    By rcline46, September 25, 2003
    • 0 replies
    • 1k views
    • 
    • rcline46
    • September 25, 2003

28. 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
    • 2.3k views
    • 
    • Gilmore
    • September 23, 2003

29. Change of Trustees

    By Guest DIGMYDOG, September 19, 2003
    • 3 replies
    • 2.8k views
    • 
    • ljr
    • September 22, 2003

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

    By dmb, September 22, 2003
    • 1 reply
    • 1.2k views
    • 
    • ljr
    • September 22, 2003

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

    By jevd, September 19, 2003
    • 1 reply
    • 1.3k views
    • 
    • TCWalker
    • September 22, 2003

32. Spin-offs

    By Belgarath, September 19, 2003
    • 1 reply
    • 2.2k views
    • 
    • QDROphile
    • September 19, 2003

33. Leave of Absence

    By DP, September 18, 2003
    • 5 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2003

34. Loan as investment in DB Plan

    By dmb, September 12, 2003
    • 5 replies
    • 1.3k views
    • 
    • mbozek
    • September 16, 2003

35. Canadian same-sex marriages

    By Guest rose1, September 10, 2003
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • September 10, 2003

36. Summary Plan Description/Plan Document

    By Jilliandiz, September 9, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • September 10, 2003

37. Information to share on rule of parity application to employees

    By Guest LMalone, November 20, 2000
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • September 9, 2003

38. "401(a) Plan"???

    By Guest barkley, September 8, 2003
    • 6 replies
    • 2.2k views
    • 
    • david rigby
    • September 8, 2003

39. Rehires

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

40. Bad Boy Clause

    By Guest taj32z, September 3, 2003
    • 5 replies
    • 3.8k views
    • 
    • Medusa
    • September 5, 2003

41. temp employees hired full time

    By eilano, September 4, 2003
    • 2 replies
    • 2.4k views
    • 
    • KJohnson
    • September 4, 2003

42. Control Group Testing

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

43. Top Heavy testing w/rollovers

    By Belgarath, August 29, 2003
    • 7 replies
    • 3.2k views
    • 
    • Belgarath
    • September 3, 2003

44. Corp deduction on 2002 contribution

    By imchipbrown, August 29, 2003
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • September 2, 2003

45. Different Contribution rates per division

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

46. ERISA rules

    By Guest REIL guy, August 6, 2003
    • 3 replies
    • 1.6k views
    • 
    • Erik Read
    • August 28, 2003

47. ASPA National Conference

    By AndyH, August 27, 2003
    • 8 replies
    • 2.3k views
    • 
    • Erik Read
    • August 28, 2003

48. GUST Deadline

    By ljr, August 28, 2003
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • August 28, 2003

49. 2003 415 Limits

    By DP, August 27, 2003
    • 12 replies
    • 2.4k views
    • 
    • DP
    • August 28, 2003

50. Pension benefit payout

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