Retirement Plans in General

5,819 topics in this forum

1. Top Heavy Permissive Aggregation

   By Guest lforesz, April 9, 2003
   • 20 replies
   • 4.2k views
   • 
   • AndyH
   • April 17, 2003

2. participant damages from overdistribution

   By Guest carolyny, January 26, 2002
   • 21 replies
   • 4.9k views
   • 
   • mbozek
   • April 17, 2003

3. Top heavy vesting

   By pbarrett, April 16, 2003
   • 0 replies
   • 1.3k views
   • 
   • pbarrett
   • April 16, 2003

4. fiduciary bond required??

   By PensionNewbee, April 15, 2003
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • April 16, 2003

5. Defined Benefit vs. Defined Contribution - the armwrestling continues! 1 2 3

   By jlf, October 15, 1999
   • 113 replies
   • 34k views
   • 
   • Guest
   • April 14, 2003

6. Year of Service and Part-time Participants

   By Guest jgordon, April 14, 2003
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • April 14, 2003

7. Continuing DC Plan Contributions for Disabled Empl

   By Guest rocnrols2, April 14, 2003
   • 0 replies
   • 949 views
   • 
   • Guest
   • April 14, 2003

8. Plan Distributions and Workman's Comp

   By Guest merlin, April 11, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • April 11, 2003

9. proper completion of SS-4

   By PensionNewbee, April 10, 2003
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • April 10, 2003

10. Exclude class of HCE employees

    By eilano, April 9, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 10, 2003

11. Market value of Israel Bonds

    By eilano, April 9, 2003
    • 0 replies
    • 1.3k views
    • 
    • eilano
    • April 9, 2003

12. Top-Heavy

    By Guest ChopperPilot, April 9, 2003
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 9, 2003

13. Funding a Profit Sharing Plan

    By Guest Kala, April 7, 2003
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 8, 2003

14. financial audit and multiple employer plan

    By PensionNewbee, April 7, 2003
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • April 7, 2003

15. S-Corp Distributions As Plan Compensation

    By Guest merlin, April 4, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 7, 2003

16. Top Heavy & Multiple Employer Plan

    By dcoderre, April 5, 2003
    • 0 replies
    • 1.4k views
    • 
    • dcoderre
    • April 5, 2003

17. Deferred Vested Notification

    By Guest slcampbell, April 3, 2003
    • 1 reply
    • 4.9k views
    • 
    • david rigby
    • April 4, 2003

18. Determination Spouse Cannot be Located

    By chris, April 2, 2003
    • 4 replies
    • 2.3k views
    • 
    • chris
    • April 3, 2003

19. Calculating Partner Contribution/Compensation

    By Guest LauraH, March 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • David MacLennan
    • April 1, 2003

20. Compensation Test

    By AndyH, March 31, 2003
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • April 1, 2003

21. Automatic waiver of 60 - day rollover rule. Definition of a financial

    By Guest Factster, March 19, 2003
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • March 29, 2003

22. New version of "Inte-Greater"

    By Dave Baker, March 26, 2003
    • 0 replies
    • 1.6k views
    • 
    • Dave Baker
    • March 26, 2003

23. ERISA and Binding arbitration

    By Guest pbayl10, March 9, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 23, 2003

24. Definition of NRA

    By david rigby, May 8, 2002
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • March 22, 2003

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

    By Guest heplerclan, March 21, 2003
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • March 21, 2003

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

    By Archimage, March 21, 2003
    • 0 replies
    • 1k views
    • 
    • Archimage
    • March 21, 2003

27. Attribution Question

    By R. Butler, March 20, 2003
    • 3 replies
    • 1.3k views
    • 
    • R. Butler
    • March 21, 2003

28. Partial Termination of Plan

    By Guest budman, March 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • March 20, 2003

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

    By eilano, March 20, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 20, 2003

30. S Corporation Advantages

    By Guest wjr, March 19, 2003
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • March 20, 2003

31. 1.401(a)(4)-11(g) retroactive amendment

    By Belgarath, March 19, 2003
    • 11 replies
    • 3.7k views
    • 
    • Mike Preston
    • March 19, 2003

32. Fees paid from plan

    By dmb, March 18, 2003
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • March 18, 2003

33. Vesting Service

    By Guest sammy, March 13, 2003
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • March 17, 2003

34. Money Purchase Minimum Funding

    By Guest ehayes, March 13, 2003
    • 2 replies
    • 1.6k views
    • 
    • jpod
    • March 13, 2003

35. Break in Service choices in an adoption agreement.

    By katieinny, March 12, 2003
    • 6 replies
    • 1.5k views
    • 
    • katieinny
    • March 12, 2003

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

    By Wessex, February 9, 1999
    • 6 replies
    • 6.3k views
    • 
    • Guest
    • March 10, 2003

37. Recovering Large Overpayment

    By Guest bassman, March 7, 2003
    • 2 replies
    • 1.8k views
    • 
    • mal
    • March 10, 2003

38. ERISA Fiduciary Indemnification

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

39. Transit/parking plans

    By Guest EDD, February 27, 2003
    • 9 replies
    • 1.5k views
    • 
    • GBurns
    • March 6, 2003

40. Establishing a new Safe Harbor

    By FJR, March 4, 2003
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 5, 2003

41. One plan purchasing an investment from another

    By Dougsbpc, February 26, 2003
    • 5 replies
    • 1.5k views
    • 
    • Dougsbpc
    • February 28, 2003

42. How Do You Exclude Employees from Participation?

    By Guest PensionNW, February 25, 2003
    • 15 replies
    • 6.9k views
    • 
    • AndyH
    • February 28, 2003

43. Top Paid Group Election

    By dmb, February 25, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 25, 2003

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

    By mming, February 10, 2003
    • 17 replies
    • 2k views
    • 
    • Kirk Maldonado
    • February 21, 2003

45. Form 5500, Schedule I, Question 4k

    By Guest taj32z, February 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 20, 2003

46. Insurance

    By Guest taj32z, February 19, 2003
    • 5 replies
    • 1.2k views
    • 
    • AndyH
    • February 20, 2003

47. Missing Prior Approval Letter

    By Guest merlin, February 19, 2003
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 20, 2003

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

    By MarZDoates, February 18, 2003
    • 10 replies
    • 2.6k views
    • 
    • mbozek
    • February 19, 2003

49. Counting service with a prior employer.

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

50. Rollover to a 401(k) Plan

    By Guest P.J. 401(k) Guy, February 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • BFree
    • February 16, 2003