Retirement Plans in General

5,848 topics in this forum

1. Plan Year/Limitation Year

   By Guest JROSSITTER, July 24, 2003
   • 1 reply
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • July 24, 2003

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

   By Guest JDansa, July 22, 2003
   • 6 replies
   • 1.9k views
   • 
   • KJohnson
   • July 23, 2003

3. Union 204(h)

   By rcline46, July 23, 2003
   • 1 reply
   • 1.8k views
   • 
   • GBurns
   • July 23, 2003

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

   By jkharvey, July 23, 2003
   • 2 replies
   • 1.4k views
   • 
   • E as in ERISA
   • July 23, 2003

5. Timing of employer deduction

   By Guest SteveD, July 22, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • July 22, 2003

6. Portman-Cardin Ways & Means Mark Up

   By MGB, July 18, 2003
   • 8 replies
   • 2k views
   • 
   • mbozek
   • July 21, 2003

7. Director's Fees

   By dmb, July 16, 2003
   • 1 reply
   • 1.7k views
   • 
   • Appleby
   • July 16, 2003

8. IRC416 Top Heavy

   By Guest jusducki, July 14, 2003
   • 3 replies
   • 1.7k views
   • 
   • Steve72
   • July 15, 2003

9. testing for plan with only vested terminees

   By PensionNewbee, July 14, 2003
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • July 14, 2003

10. Qualifying Plan Asset

    By WDIK, July 7, 2003
    • 5 replies
    • 1.6k views
    • 
    • ljr
    • July 11, 2003

11. maximum service requirement

    By AndyH, July 10, 2003
    • 5 replies
    • 2.3k views
    • 
    • AndyH
    • July 11, 2003

12. Coverage Testing for Frozen DC Plan

    By chris, July 9, 2003
    • 2 replies
    • 2.6k views
    • 
    • chris
    • July 9, 2003

13. Nice trust officers' portal site found

    By Dave Baker, February 2, 2000
    • 2 replies
    • 5.6k views
    • 
    • Dave Baker
    • July 8, 2003

14. Small Plan Audit

    By WDIK, July 7, 2003
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2003

15. removing in-service distributions

    By Guest mringo, July 7, 2003
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • July 7, 2003

16. removing SSN's from reports

    By eilano, July 7, 2003
    • 0 replies
    • 1.7k views
    • 
    • eilano
    • July 7, 2003

17. Life Expectancy Death payments under a Keogh

    By mwyatt, July 1, 2003
    • 8 replies
    • 4.3k views
    • 
    • mbozek
    • July 3, 2003

18. Multiple Employer Plan

    By Archimage, June 27, 2003
    • 3 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • June 27, 2003

19. Multiple Employer Plan - Another Question

    By Guest cease, June 17, 2003
    • 2 replies
    • 2.2k views
    • 
    • RTK
    • June 27, 2003

20. Submission for Determination - problem

    By Guest ElKH, June 13, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 27, 2003

21. Dtandardized Plan .... 500 hour rule

    By Moe Howard, June 25, 2003
    • 1 reply
    • 1.4k views
    • 
    • Harwood
    • June 25, 2003

22. Voluntary Contributions to DB Plans

    By Guest rocnrols2, June 25, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 25, 2003

23. Getting Started Early

    By Guest Tumbler, June 23, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 23, 2003

24. Musmeci v. Schwegmann Giant Super Markets

    By Theresa Lynn, June 20, 2003
    • 0 replies
    • 1.8k views
    • 
    • Theresa Lynn
    • June 20, 2003

25. Pension Payout Questions

    By Guest Llama, June 17, 2003
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 17, 2003

26. Tax credits

    By Guest R. Daestrom, June 17, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 17, 2003

27. Multiple employer plans

    By Belgarath, June 16, 2003
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • June 17, 2003

28. Effect of Cessation of Controlled Group?

    By chris, June 16, 2003
    • 2 replies
    • 1.4k views
    • 
    • chris
    • June 16, 2003

29. whole life insurance

    By eilano, June 13, 2003
    • 4 replies
    • 1.8k views
    • 
    • ljr
    • June 16, 2003

30. Vesting/defined benefit

    By Guest efstreet, June 12, 2003
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • June 13, 2003

31. Target Benefit Calculation for Short Plan Year

    By mwyatt, June 13, 2003
    • 0 replies
    • 1.4k views
    • 
    • mwyatt
    • June 13, 2003

32. QSLOBs

    By katieinny, June 11, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 11, 2003

33. Top Heavy determination

    By Guest LoloV, June 4, 2003
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • June 10, 2003

34. Lost Spouse

    By Guest StargazerL81, June 9, 2003
    • 1 reply
    • 1.8k views
    • 
    • Harwood
    • June 9, 2003

35. IRS plan audits & agents

    By eilano, June 9, 2003
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • June 9, 2003

36. Missing Participant

    By Archimage, May 30, 2003
    • 3 replies
    • 1.6k views
    • 
    • Harwood
    • June 9, 2003

37. Top Heavy Plans

    By Guest DIGMYDOG, June 4, 2003
    • 11 replies
    • 3.5k views
    • 
    • QDROphile
    • June 8, 2003

38. Initial Short Plan Year

    By Guest LoloV, June 6, 2003
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 6, 2003

39. Beneficiary Forms

    By DP, June 5, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • June 5, 2003

40. InFRE information

    By Guest Quiet Man, May 24, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • June 5, 2003

41. Taxation of Life Insurance

    By RTK, June 4, 2003
    • 1 reply
    • 1.4k views
    • 
    • GBurns
    • June 4, 2003

42. Who owns it?

    By Guest just asking, June 3, 2003
    • 4 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • June 4, 2003

43. Plan Audit

    By Archimage, June 2, 2003
    • 3 replies
    • 1.4k views
    • 
    • E as in ERISA
    • June 3, 2003

44. Surrender of Life Insurance w/i P/S Plan

    By Guest amm19, June 3, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 3, 2003

45. Life Insurance

    By Guest cease, June 3, 2003
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • June 3, 2003

46. Top heavy minimum with frozen DB + 401(k)

    By Guest Judy S, May 30, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 30, 2003

47. What's the difference between a "common" trust and a "collective" trust?

    By Guest rpreston, May 26, 2003
    • 2 replies
    • 12.8k views
    • 
    • Harwood
    • May 28, 2003

48. Removing Participant Directed Investments

    By kmciver, May 23, 2003
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 28, 2003

49. Drawbacks of Allowing In-Kind Distributions

    By chris, May 27, 2003
    • 4 replies
    • 3.3k views
    • 
    • mbozek
    • May 27, 2003

50. Tax Cuts

    By Guest chris4013, May 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • Theresa Lynn
    • May 25, 2003