Retirement Plans in General

5,781 topics in this forum

1. Establishing a new Safe Harbor

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

2. One plan purchasing an investment from another

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

3. How Do You Exclude Employees from Participation?

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

4. Top Paid Group Election

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

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

   By mming, February 10, 2003
   • 17 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • February 21, 2003

6. Form 5500, Schedule I, Question 4k

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

7. Insurance

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

8. Missing Prior Approval Letter

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

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

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

10. Counting service with a prior employer.

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

11. 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

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

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

13. Failure to secure 412 Bond

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

14. Controlled Group Issue

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

15. 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

16. Bush's pension proposal 1 2

    By Tom Poje, January 31, 2003
    • 93 replies
    • 22.7k views
    • 
    • Fredman
    • February 13, 2003

17. 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

18. LLC Compensation

    By SMB, March 29, 2001
    • 5 replies
    • 2.3k views
    • 
    • E as in ERISA
    • February 7, 2003

19. Bush's email address

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

20. ERISA Bond Required?

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

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

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

22. 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

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

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

24. Prenuptial agreements and separation

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

25. Section 3401(a) compensation and section 129

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

26. Voluntary Early Retirement Incentive

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

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

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

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

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

29. 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

30. Normal Retirement Age

    By katieinny, January 21, 2003
    • 22 replies
    • 3.9k views
    • 
    • katieinny
    • January 28, 2003

31. Life Insurance in Retirement Plans

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

32. Early Retirement

    By Guest CAM Cindy, January 21, 2003
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2003

33. Compensation to Retiree for Service as Fiduciary

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

34. Eliminating benefit options.

    By Guest Kathleen Fouquet, January 31, 2002
    • 17 replies
    • 3.4k views
    • 
    • katieinny
    • January 22, 2003

35. Investing self directed money in an LLC owned by a participant -- proh

    By R. Butler, January 17, 2003
    • 7 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • January 20, 2003

36. 2002 profit sharing "pre-funded" during the plan year -- how

    By maverick, January 16, 2003
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 18, 2003

37. Eligibility Requirements

    By Guest LoloV, January 17, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 17, 2003

38. Plan fees

    By Guest taj32z, January 15, 2003
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • January 16, 2003

39. 5.7 and full TWB deemed to pass?

    By betheeg, January 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • betheeg
    • January 10, 2003

40. Ownership/eligible compensation issues

    By Guest DVW, December 24, 2002
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2003

41. Transferring Loans

    By katieinny, January 9, 2003
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • January 9, 2003

42. Section 501(c)(2) Corporation

    By Guest John Nelson, January 8, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 8, 2003

43. I'm looking for a record keeping system

    By Guest KCW, December 17, 2002
    • 2 replies
    • 5.3k views
    • 
    • Guest
    • January 7, 2003

44. Tax deferred savings plan options for S-Corp owners.

    By Guest MapleONE, January 7, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 7, 2003

45. TPA Consultant from Home

    By Guest JackiB, December 27, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 27, 2002

46. Prevailing wage plans

    By Guest Jane Freeman, June 24, 2002
    • 13 replies
    • 4.6k views
    • 
    • AndyH
    • December 24, 2002

47. Constructive Ownership Problem?

    By Guest Michael519, December 19, 2002
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • December 21, 2002

48. Def. of comp/deferred comp qt.

    By Guest mab, December 20, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 20, 2002

49. How much bankruptcy protection for one-person plan?

    By Lynn Campbell, December 14, 2002
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • December 19, 2002

50. Form 1040 Sch F - 100% Earned Income?

    By David MacLennan, December 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • December 18, 2002