Retirement Plans in General

5,817 topics in this forum

1. Top heavy vesting

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

2. fiduciary bond required??

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

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

   By jlf, October 15, 1999
   • 113 replies
   • 33.7k views
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   • Guest
   • April 14, 2003

4. Year of Service and Part-time Participants

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

5. Continuing DC Plan Contributions for Disabled Empl

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

6. Plan Distributions and Workman's Comp

   By Guest merlin, April 11, 2003
   • 0 replies
   • 1k views
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   • Guest
   • April 11, 2003

7. proper completion of SS-4

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

8. Exclude class of HCE employees

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

9. Market value of Israel Bonds

   By eilano, April 9, 2003
   • 0 replies
   • 1.2k views
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   • eilano
   • April 9, 2003

10. Top-Heavy

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

11. Funding a Profit Sharing Plan

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

12. financial audit and multiple employer plan

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

13. S-Corp Distributions As Plan Compensation

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

14. Top Heavy & Multiple Employer Plan

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

15. Deferred Vested Notification

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

16. Determination Spouse Cannot be Located

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

17. Calculating Partner Contribution/Compensation

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

18. Compensation Test

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

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

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

20. New version of "Inte-Greater"

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

21. ERISA and Binding arbitration

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

22. Definition of NRA

    By david rigby, May 8, 2002
    • 3 replies
    • 1.8k views
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    • david rigby
    • March 22, 2003

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

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

24. 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
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    • Archimage
    • March 21, 2003

25. Attribution Question

    By R. Butler, March 20, 2003
    • 3 replies
    • 1.2k views
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    • R. Butler
    • March 21, 2003

26. Partial Termination of Plan

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

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

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

28. S Corporation Advantages

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

29. 1.401(a)(4)-11(g) retroactive amendment

    By Belgarath, March 19, 2003
    • 11 replies
    • 3.6k views
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    • Mike Preston
    • March 19, 2003

30. Fees paid from plan

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

31. Vesting Service

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

32. Money Purchase Minimum Funding

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

33. Break in Service choices in an adoption agreement.

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

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

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

35. Recovering Large Overpayment

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

36. ERISA Fiduciary Indemnification

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

37. Transit/parking plans

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

38. Establishing a new Safe Harbor

    By FJR, March 4, 2003
    • 7 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 5, 2003

39. One plan purchasing an investment from another

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

40. How Do You Exclude Employees from Participation?

    By Guest PensionNW, February 25, 2003
    • 15 replies
    • 6.8k views
    • 
    • AndyH
    • February 28, 2003

41. Top Paid Group Election

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

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

    By mming, February 10, 2003
    • 17 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • February 21, 2003

43. Form 5500, Schedule I, Question 4k

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

44. Insurance

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

45. Missing Prior Approval Letter

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

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

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

47. Counting service with a prior employer.

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

48. Rollover to a 401(k) Plan

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

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

    By dcoderre, February 16, 2003
    • 0 replies
    • 1.3k views
    • 
    • dcoderre
    • February 16, 2003

50. Failure to secure 412 Bond

    By mal, January 31, 2003
    • 1 reply
    • 1.8k views
    • 
    • jaemmons
    • February 14, 2003