Retirement Plans in General

5,772 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. Compensation Test

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

3. New version of "Inte-Greater"

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

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

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

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

   By Guest heplerclan, March 21, 2003
   • 3 replies
   • 1.1k views
   • 
   • E as in ERISA
   • March 21, 2003

6. Attribution Question

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

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

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

8. Calculating Partner Contribution/Compensation

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

9. Partial Termination of Plan

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

10. 1.401(a)(4)-11(g) retroactive amendment

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

11. 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

12. S Corporation Advantages

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

13. Fees paid from plan

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

14. Money Purchase Minimum Funding

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

15. Vesting Service

    By Guest sammy, March 13, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 17, 2003

16. Break in Service choices in an adoption agreement.

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

17. ERISA and Binding arbitration

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

18. ERISA Fiduciary Indemnification

    By Guest TroyRiley, March 8, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 9, 2003

19. Recovering Large Overpayment

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

20. Establishing a new Safe Harbor

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

21. Transit/parking plans

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

22. One plan purchasing an investment from another

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

23. How Do You Exclude Employees from Participation?

    By Guest PensionNW, February 25, 2003
    • 15 replies
    • 6.3k views
    • 
    • AndyH
    • February 28, 2003

24. Top Paid Group Election

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

25. Form 5500, Schedule I, Question 4k

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

26. Insurance

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

27. Counting service with a prior employer.

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

28. Missing Prior Approval Letter

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

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

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

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

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

31. 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

32. Controlled Group Issue

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

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

    By katieinny, February 11, 2003
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 11, 2003

34. 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

35. 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

36. Bush's email address

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

37. ERISA Bond Required?

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

38. Prenuptial agreements and separation

    By Guest kandria72, February 1, 2003
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • February 3, 2003

39. Bush's pension proposal 1 2

    By Tom Poje, January 31, 2003
    • 93 replies
    • 22.6k views
    • 
    • Fredman
    • February 13, 2003

40. Failure to secure 412 Bond

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

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

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

42. Section 3401(a) compensation and section 129

    By Guest Rae, January 31, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 31, 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. How to distribute vested benefits owed to illegal aliens?

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

45. Voluntary Early Retirement Incentive

    By Guest tonjer, January 29, 2003
    • 6 replies
    • 2.6k views
    • 
    • mbozek
    • January 31, 2003

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

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

47. Life Insurance in Retirement Plans

    By bzorc, January 28, 2003
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 28, 2003

48. 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

49. Non-rollover IRA money rolled into qualified plan; treated like a deem

    By katieinny, January 27, 2003
    • 7 replies
    • 1.4k views
    • 
    • katieinny
    • January 28, 2003

50. Compensation to Retiree for Service as Fiduciary

    By mal, January 23, 2003
    • 0 replies
    • 972 views
    • 
    • mal
    • January 23, 2003