Retirement Plans in General

5,772 topics in this forum

1. 2003 415 Limits

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

2. Pension benefit payout

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

3. Can Partner Opt Out of Plan

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

4. Common Ownership Issue

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

5. Participant force out

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

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

   By Guest rickw, August 15, 2003
   • 7 replies
   • 1.2k views
   • 
   • mwyatt
   • August 16, 2003

7. Protecting Plan Assets upon plan termination

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

8. 411(d)(6) and Alternative Forms of Benefit

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

9. Is Insurance a protected benefit -- 411(d)(6)

   By jkharvey, July 24, 2003
   • 5 replies
   • 1.2k views
   • 
   • jaemmons
   • August 12, 2003

10. Non-Profit Entity and Deductions

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

11. Summary Annual Report

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

12. 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
    • 
    • Guest
    • August 8, 2003

13. Vesting in frozen plan

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

14. ABA JCEB Q and As

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

15. Amending a Standarized Document

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

16. MP Plan Merger and Plan Year Change

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

17. Missing Spouse -- pension withdrawal

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

18. Non-union employees excludable?

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

19. Eligible Employees Opt-Out

    By Jilliandiz, August 1, 2003
    • 6 replies
    • 6.4k views
    • 
    • MGB
    • August 4, 2003

20. Prior Service Wording before age 30

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

21. Controlled Group

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

22. 412(i) Plan Administration

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

23. leased employees

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

24. Plan Year/Limitation Year

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

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

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

26. Union 204(h)

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

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

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

28. Timing of employer deduction

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

29. Portman-Cardin Ways & Means Mark Up

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

30. Director's Fees

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

31. IRC416 Top Heavy

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

32. testing for plan with only vested terminees

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

33. Qualifying Plan Asset

    By WDIK, July 7, 2003
    • 5 replies
    • 1.3k views
    • 
    • ljr
    • July 11, 2003

34. maximum service requirement

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

35. Coverage Testing for Frozen DC Plan

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

36. Nice trust officers' portal site found

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

37. Small Plan Audit

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

38. removing in-service distributions

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

39. removing SSN's from reports

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

40. Life Expectancy Death payments under a Keogh

    By mwyatt, July 1, 2003
    • 8 replies
    • 3.6k views
    • 
    • mbozek
    • July 3, 2003

41. Multiple Employer Plan

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

42. Multiple Employer Plan - Another Question

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

43. Submission for Determination - problem

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

44. Dtandardized Plan .... 500 hour rule

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

45. Voluntary Contributions to DB Plans

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

46. Getting Started Early

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

47. Musmeci v. Schwegmann Giant Super Markets

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

48. Pension Payout Questions

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

49. Tax credits

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

50. Multiple employer plans

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