Retirement Plans in General

5,753 topics in this forum

1. Determination Spouse Cannot be Located

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

2. Calculating Partner Contribution/Compensation

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

3. Compensation Test

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

4. 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

5. New version of "Inte-Greater"

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

6. ERISA and Binding arbitration

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

7. Definition of NRA

   By david rigby, May 8, 2002
   • 3 replies
   • 1.7k views
   • 
   • david rigby
   • March 22, 2003

8. 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

9. 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

10. Attribution Question

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

11. Partial Termination of Plan

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

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

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

13. S Corporation Advantages

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

14. 1.401(a)(4)-11(g) retroactive amendment

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

15. Fees paid from plan

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

16. Vesting Service

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

17. Money Purchase Minimum Funding

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

18. Break in Service choices in an adoption agreement.

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

19. Are citizens of Puerto Rico nonresident aliens with no U.S. source inc

    By Wessex, February 9, 1999
    • 6 replies
    • 5.6k views
    • 
    • Guest
    • March 10, 2003

20. Recovering Large Overpayment

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

21. ERISA Fiduciary Indemnification

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

22. Transit/parking plans

    By Guest EDD, February 27, 2003
    • 9 replies
    • 1.4k views
    • 
    • GBurns
    • March 6, 2003

23. Establishing a new Safe Harbor

    By FJR, March 4, 2003
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 5, 2003

24. One plan purchasing an investment from another

    By Dougsbpc, February 26, 2003
    • 5 replies
    • 1.4k views
    • 
    • Dougsbpc
    • February 28, 2003

25. How Do You Exclude Employees from Participation?

    By Guest PensionNW, February 25, 2003
    • 15 replies
    • 6.2k views
    • 
    • AndyH
    • February 28, 2003

26. Top Paid Group Election

    By dmb, February 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 25, 2003

27. OK for 3 unrelated plans to own 1/3 shares of investment in single rea

    By mming, February 10, 2003
    • 17 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • February 21, 2003

28. Form 5500, Schedule I, Question 4k

    By Guest taj32z, February 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 20, 2003

29. Insurance

    By Guest taj32z, February 19, 2003
    • 5 replies
    • 1.1k views
    • 
    • AndyH
    • February 20, 2003

30. Missing Prior Approval Letter

    By Guest merlin, February 19, 2003
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • February 20, 2003

31. Employee employed by two separate unrelated employers - Max Annual Add

    By MarZDoates, February 18, 2003
    • 10 replies
    • 2.4k views
    • 
    • mbozek
    • February 19, 2003

32. Counting service with a prior employer.

    By katieinny, February 19, 2003
    • 0 replies
    • 1.2k views
    • 
    • katieinny
    • February 19, 2003

33. Rollover to a 401(k) Plan

    By Guest P.J. 401(k) Guy, February 14, 2003
    • 3 replies
    • 1.3k views
    • 
    • BFree
    • February 16, 2003

34. Top Heavy - Employee Transferring from Non-union to Union status

    By dcoderre, February 16, 2003
    • 0 replies
    • 1.2k views
    • 
    • dcoderre
    • February 16, 2003

35. Failure to secure 412 Bond

    By mal, January 31, 2003
    • 1 reply
    • 1.7k views
    • 
    • jaemmons
    • February 14, 2003

36. Controlled Group Issue

    By R. Butler, February 12, 2003
    • 3 replies
    • 1.3k views
    • 
    • R. Butler
    • February 14, 2003

37. German resident living in USA on a work Visa (L1-A)

    By Guest belfers@langgroup.com, February 11, 2003
    • 4 replies
    • 1.6k views
    • 
    • jaemmons
    • February 13, 2003

38. Bush's pension proposal 1 2

    By Tom Poje, January 31, 2003
    • 93 replies
    • 22.5k views
    • 
    • Fredman
    • February 13, 2003

39. If a plan excludes all HCEs, and also excludes some NHCEs, must covera

    By katieinny, February 11, 2003
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 11, 2003

40. LLC Compensation

    By SMB, March 29, 2001
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • February 7, 2003

41. Bush's email address

    By AndyH, February 7, 2003
    • 0 replies
    • 2k views
    • 
    • AndyH
    • February 7, 2003

42. ERISA Bond Required?

    By Guest RBeck, February 5, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 6, 2003

43. Participant Directed Accounts; brokers want all kinds of indemnificati

    By chris, January 31, 2003
    • 7 replies
    • 1.6k views
    • 
    • mbozek
    • February 5, 2003

44. Startup DB plan; OK to exclude service prior to the effective date for

    By Guest lisbetf, January 27, 2003
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • February 4, 2003

45. What's needed to document a change in plan trustee?

    By betheeg, January 31, 2003
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 3, 2003

46. Prenuptial agreements and separation

    By Guest kandria72, February 1, 2003
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • February 3, 2003

47. Section 3401(a) compensation and section 129

    By Guest Rae, January 31, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 31, 2003

48. Voluntary Early Retirement Incentive

    By Guest tonjer, January 29, 2003
    • 6 replies
    • 2.5k views
    • 
    • mbozek
    • January 31, 2003

49. How to distribute vested benefits owed to illegal aliens?

    By JDuns, January 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • January 30, 2003

50. Controlled Group or Affiliated Service Group, or Neither?

    By Guest RBeck, January 28, 2003
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • January 29, 2003