Retirement Plans in General

5,753 topics in this forum

1. Plan Entry w/18 month Year's of Service

   By Jean, May 13, 2003
   • 1 reply
   • 1.1k views
   • 
   • JanetM
   • May 13, 2003

2. Sole Proprietor

   By Guest nps, May 12, 2003
   • 4 replies
   • 1.2k views
   • 
   • rcline46
   • May 13, 2003

3. Target Benefit with Beginning of Year Val Date

   By AndyH, May 8, 2003
   • 6 replies
   • 1.2k views
   • 
   • Belgarath
   • May 9, 2003

4. Controlled Groups and S Corp.s

   By Guest LLandau, May 6, 2003
   • 0 replies
   • 3.4k views
   • 
   • Guest
   • May 6, 2003

5. Master Lists for Prototype Plans

   By katieinny, May 5, 2003
   • 1 reply
   • 1.1k views
   • 
   • g8r
   • May 13, 2003

6. Minimum Required Distribution beginning date

   By Guest rslagle224, May 2, 2003
   • 1 reply
   • 918 views
   • 
   • Mike Preston
   • May 3, 2003

7. Shared Employees

   By MarZDoates, April 30, 2003
   • 3 replies
   • 3k views
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   • Ron Snyder
   • May 1, 2003

8. Recurring and Substantial Contributions

   By MarZDoates, April 29, 2003
   • 4 replies
   • 4.7k views
   • 
   • david rigby
   • April 30, 2003

9. rollovers/transfers to qualified plan

   By Guest mpark, April 29, 2003
   • 1 reply
   • 932 views
   • 
   • Belgarath
   • April 29, 2003

10. Particiption in Multiple Plans Simultaneously

    By flosfur, April 28, 2003
    • 2 replies
    • 1.2k views
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    • Mike Preston
    • April 29, 2003

11. Top Heavy Contribution to Frozen DC Plan

    By chris, April 24, 2003
    • 2 replies
    • 1.9k views
    • 
    • Mike Preston
    • April 29, 2003

12. MPP minimum funding req. vs max annual addition

    By Guest dinkin1973, April 24, 2003
    • 2 replies
    • 979 views
    • 
    • david rigby
    • April 24, 2003

13. ESA Basis Calculation

    By jevd, April 21, 2003
    • 0 replies
    • 1.2k views
    • 
    • jevd
    • April 21, 2003

14. Benefits

    By Guest GinGinR, April 21, 2003
    • 2 replies
    • 1.1k views
    • 
    • Erik Read
    • April 24, 2003

15. Lump Sum Availability

    By Guest Scorpionpenn, April 19, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 21, 2003

16. Controlled Group Calculations

    By Guest NPWA, April 18, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 18, 2003

17. Top heavy vesting

    By pbarrett, April 16, 2003
    • 0 replies
    • 1.2k views
    • 
    • pbarrett
    • April 16, 2003

18. fiduciary bond required??

    By PensionNewbee, April 15, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 16, 2003

19. Continuing DC Plan Contributions for Disabled Empl

    By Guest rocnrols2, April 14, 2003
    • 0 replies
    • 877 views
    • 
    • Guest
    • April 14, 2003

20. Year of Service and Part-time Participants

    By Guest jgordon, April 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 14, 2003

21. Plan Distributions and Workman's Comp

    By Guest merlin, April 11, 2003
    • 0 replies
    • 964 views
    • 
    • Guest
    • April 11, 2003

22. proper completion of SS-4

    By PensionNewbee, April 10, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 10, 2003

23. Exclude class of HCE employees

    By eilano, April 9, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 10, 2003

24. Market value of Israel Bonds

    By eilano, April 9, 2003
    • 0 replies
    • 1.2k views
    • 
    • eilano
    • April 9, 2003

25. Top Heavy Permissive Aggregation

    By Guest lforesz, April 9, 2003
    • 20 replies
    • 3.8k views
    • 
    • AndyH
    • April 17, 2003

26. Top-Heavy

    By Guest ChopperPilot, April 9, 2003
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • April 9, 2003

27. financial audit and multiple employer plan

    By PensionNewbee, April 7, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • April 7, 2003

28. Funding a Profit Sharing Plan

    By Guest Kala, April 7, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 8, 2003

29. Top Heavy & Multiple Employer Plan

    By dcoderre, April 5, 2003
    • 0 replies
    • 1.3k views
    • 
    • dcoderre
    • April 5, 2003

30. S-Corp Distributions As Plan Compensation

    By Guest merlin, April 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 7, 2003

31. Deferred Vested Notification

    By Guest slcampbell, April 3, 2003
    • 1 reply
    • 4.8k views
    • 
    • david rigby
    • April 4, 2003

32. Determination Spouse Cannot be Located

    By chris, April 2, 2003
    • 4 replies
    • 2.2k views
    • 
    • chris
    • April 3, 2003

33. Compensation Test

    By AndyH, March 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • April 1, 2003

34. New version of "Inte-Greater"

    By Dave Baker, March 26, 2003
    • 0 replies
    • 1.5k views
    • 
    • Dave Baker
    • March 26, 2003

35. If an HCE elects to opt out of the plan from plan year to plan year (d

    By Archimage, March 21, 2003
    • 0 replies
    • 934 views
    • 
    • Archimage
    • March 21, 2003

36. Calculating earned income for sole prop who paid himself through his p

    By Guest heplerclan, March 21, 2003
    • 3 replies
    • 1k views
    • 
    • E as in ERISA
    • March 21, 2003

37. Attribution Question

    By R. Butler, March 20, 2003
    • 3 replies
    • 1.1k views
    • 
    • R. Butler
    • March 21, 2003

38. Plan document doesn't address 410(b) test

    By eilano, March 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 20, 2003

39. Calculating Partner Contribution/Compensation

    By Guest LauraH, March 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • David MacLennan
    • April 1, 2003

40. Partial Termination of Plan

    By Guest budman, March 20, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • March 20, 2003

41. 1.401(a)(4)-11(g) retroactive amendment

    By Belgarath, March 19, 2003
    • 11 replies
    • 3.4k views
    • 
    • Mike Preston
    • March 19, 2003

42. Automatic waiver of 60 - day rollover rule. Definition of a financial

    By Guest Factster, March 19, 2003
    • 2 replies
    • 2k views
    • 
    • Appleby
    • March 29, 2003

43. S Corporation Advantages

    By Guest wjr, March 19, 2003
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 20, 2003

44. Fees paid from plan

    By dmb, March 18, 2003
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • March 18, 2003

45. Money Purchase Minimum Funding

    By Guest ehayes, March 13, 2003
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • March 13, 2003

46. Vesting Service

    By Guest sammy, March 13, 2003
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 17, 2003

47. Break in Service choices in an adoption agreement.

    By katieinny, March 12, 2003
    • 6 replies
    • 1.4k views
    • 
    • katieinny
    • March 12, 2003

48. ERISA and Binding arbitration

    By Guest pbayl10, March 9, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 23, 2003

49. ERISA Fiduciary Indemnification

    By Guest TroyRiley, March 8, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 9, 2003

50. Recovering Large Overpayment

    By Guest bassman, March 7, 2003
    • 2 replies
    • 1.7k views
    • 
    • mal
    • March 10, 2003