Retirement Plans in General

5,772 topics in this forum

1. Counting service with a prior employer.

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

2. Rollover to a 401(k) Plan

   By Guest P.J. 401(k) Guy, February 14, 2003
   • 3 replies
   • 1.3k views
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   • BFree
   • February 16, 2003

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

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

4. Failure to secure 412 Bond

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

5. Controlled Group Issue

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

6. German resident living in USA on a work Visa (L1-A)

   By Guest belfers@langgroup.com, February 11, 2003
   • 4 replies
   • 1.6k views
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   • jaemmons
   • February 13, 2003

7. Bush's pension proposal 1 2

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

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

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

9. LLC Compensation

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

10. Bush's email address

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

11. ERISA Bond Required?

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

12. 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

13. 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

14. 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

15. Prenuptial agreements and separation

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

16. 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

17. Voluntary Early Retirement Incentive

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

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

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

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

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

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

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

21. Normal Retirement Age

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

22. Life Insurance in Retirement Plans

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

23. Early Retirement

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

24. Compensation to Retiree for Service as Fiduciary

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

25. Eliminating benefit options.

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

26. 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

27. 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

28. Eligibility Requirements

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

29. Plan fees

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

30. 5.7 and full TWB deemed to pass?

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

31. Ownership/eligible compensation issues

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

32. Transferring Loans

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

33. 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

34. 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

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

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

36. TPA Consultant from Home

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

37. Prevailing wage plans

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

38. Constructive Ownership Problem?

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

39. Def. of comp/deferred comp qt.

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

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

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

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

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

42. Single person plan

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

43. Administrative Software

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

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

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

45. Conversion of VEBA to Defined Contribution Pension Plan.

    By Guest Mike Pazzo, December 12, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • December 12, 2002

46. Compensation Definition

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

47. Checklist to determine Controlled Group Status

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

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

    By Alf, November 1, 1999
    • 6 replies
    • 2.2k views
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    • jpod
    • December 12, 2002

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

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

50. Spousal Consent to name a different beneficiary.

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