Retirement Plans in General

5,761 topics in this forum

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

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

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

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

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

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

4. Prenuptial agreements and separation

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

5. Section 3401(a) compensation and section 129

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

6. Voluntary Early Retirement Incentive

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

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

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

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

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

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

   By katieinny, January 27, 2003
   • 7 replies
   • 1.3k views
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   • katieinny
   • January 28, 2003

10. Normal Retirement Age

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

11. Life Insurance in Retirement Plans

    By bzorc, January 28, 2003
    • 1 reply
    • 1.5k views
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    • Tom Poje
    • January 28, 2003

12. Early Retirement

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

13. Compensation to Retiree for Service as Fiduciary

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

14. Eliminating benefit options.

    By Guest Kathleen Fouquet, January 31, 2002
    • 17 replies
    • 3.3k views
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    • katieinny
    • January 22, 2003

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

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

16. 2002 profit sharing "pre-funded" during the plan year -- how

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

17. Eligibility Requirements

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

18. Plan fees

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

19. 5.7 and full TWB deemed to pass?

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

20. Ownership/eligible compensation issues

    By Guest DVW, December 24, 2002
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • January 10, 2003

21. Transferring Loans

    By katieinny, January 9, 2003
    • 4 replies
    • 1.5k views
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    • mbozek
    • January 9, 2003

22. Section 501(c)(2) Corporation

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

23. I'm looking for a record keeping system

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

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

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

25. TPA Consultant from Home

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

26. Prevailing wage plans

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

27. Constructive Ownership Problem?

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

28. Def. of comp/deferred comp qt.

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

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

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

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

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

31. Single person plan

    By Guest Boilerburm, December 17, 2002
    • 1 reply
    • 995 views
    • 
    • Mike Preston
    • December 18, 2002

32. Administrative Software

    By Guest Joost Revis, February 26, 2002
    • 7 replies
    • 2.8k views
    • 
    • maverick
    • December 17, 2002

33. Can a MPPP be merged into an existing SEP.

    By Moe Howard, December 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • December 17, 2002

34. Conversion of VEBA to Defined Contribution Pension Plan.

    By Guest Mike Pazzo, December 12, 2002
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • December 12, 2002

35. Compensation Definition

    By Archimage, December 12, 2002
    • 2 replies
    • 1.4k views
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    • Archimage
    • December 12, 2002

36. Checklist to determine Controlled Group Status

    By MarZDoates, December 12, 2002
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • December 12, 2002

37. How soon is it necessary to have a non-zero balance in the trust for a

    By Alf, November 1, 1999
    • 6 replies
    • 2.1k views
    • 
    • jpod
    • December 12, 2002

38. Model 204(h) Notice Under New Proposed Regs.

    By Christine Roberts, December 11, 2002
    • 0 replies
    • 2.4k views
    • 
    • Christine Roberts
    • December 11, 2002

39. Spousal Consent to name a different beneficiary.

    By katieinny, December 11, 2002
    • 3 replies
    • 2k views
    • 
    • RTK
    • December 11, 2002

40. some highlights from the ASPA conference

    By Tom Poje, October 30, 2002
    • 4 replies
    • 2k views
    • 
    • Appleby
    • December 10, 2002

41. How many ways do you do 410(b) coverage testing before deciding to cor

    By John A, April 25, 2001
    • 21 replies
    • 6.2k views
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    • Archimage
    • December 10, 2002

42. affliated service group

    By eilano, December 9, 2002
    • 1 reply
    • 1.1k views
    • 
    • alanm
    • December 9, 2002

43. Four-tier allocation formula

    By chris, December 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • December 9, 2002

44. Freezing a Money Purchase Plan

    By Guest taj32z, December 4, 2002
    • 3 replies
    • 2.2k views
    • 
    • actuarysmith
    • December 6, 2002

45. J&S provisions

    By Guest taj32z, December 4, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • December 4, 2002

46. Converting MP plan to DB plan

    By dmb, December 4, 2002
    • 0 replies
    • 1k views
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    • dmb
    • December 4, 2002

47. Pension Plan Features

    By flosfur, November 30, 2002
    • 1 reply
    • 1.2k views
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    • kocak
    • December 2, 2002

48. Voluntary contribution if none by NHCE

    By Guest JCD, November 27, 2002
    • 2 replies
    • 1.2k views
    • 
    • four01kman
    • November 27, 2002

49. Form 5300 for Multiple Employer Plan

    By Guest wendycatherine, August 27, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 26, 2002

50. Amendment timing

    By dmb, November 25, 2002
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • November 25, 2002