Retirement Plans in General

5,803 topics in this forum

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

   By katieinny, January 27, 2003
   • 7 replies
   • 1.5k views
   • 
   • katieinny
   • January 28, 2003

2. Normal Retirement Age

   By katieinny, January 21, 2003
   • 22 replies
   • 4.3k views
   • 
   • katieinny
   • January 28, 2003

3. Life Insurance in Retirement Plans

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

4. Early Retirement

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

5. Compensation to Retiree for Service as Fiduciary

   By mal, January 23, 2003
   • 0 replies
   • 1k views
   • 
   • mal
   • January 23, 2003

6. Eliminating benefit options.

   By Guest Kathleen Fouquet, January 31, 2002
   • 17 replies
   • 3.5k views
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   • katieinny
   • January 22, 2003

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

   By R. Butler, January 17, 2003
   • 7 replies
   • 2.2k views
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   • Kirk Maldonado
   • January 20, 2003

8. 2002 profit sharing "pre-funded" during the plan year -- how

   By maverick, January 16, 2003
   • 3 replies
   • 1.5k views
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   • Mike Preston
   • January 18, 2003

9. Eligibility Requirements

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

10. Plan fees

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

11. 5.7 and full TWB deemed to pass?

    By betheeg, January 10, 2003
    • 3 replies
    • 1.5k views
    • 
    • betheeg
    • January 10, 2003

12. Ownership/eligible compensation issues

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

13. Transferring Loans

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

14. Section 501(c)(2) Corporation

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

15. I'm looking for a record keeping system

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

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

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

17. TPA Consultant from Home

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

18. Prevailing wage plans

    By Guest Jane Freeman, June 24, 2002
    • 13 replies
    • 4.7k views
    • 
    • AndyH
    • December 24, 2002

19. Constructive Ownership Problem?

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

20. Def. of comp/deferred comp qt.

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

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

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

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

    By David MacLennan, December 18, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • December 18, 2002

23. Single person plan

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

24. Administrative Software

    By Guest Joost Revis, February 26, 2002
    • 7 replies
    • 2.9k views
    • 
    • maverick
    • December 17, 2002

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

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

26. Conversion of VEBA to Defined Contribution Pension Plan.

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

27. Compensation Definition

    By Archimage, December 12, 2002
    • 2 replies
    • 1.5k views
    • 
    • Archimage
    • December 12, 2002

28. Checklist to determine Controlled Group Status

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

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

    By Alf, November 1, 1999
    • 6 replies
    • 2.4k views
    • 
    • jpod
    • December 12, 2002

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

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

31. Spousal Consent to name a different beneficiary.

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

32. some highlights from the ASPA conference

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

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

    By John A, April 25, 2001
    • 21 replies
    • 6.7k views
    • 
    • Archimage
    • December 10, 2002

34. affliated service group

    By eilano, December 9, 2002
    • 1 reply
    • 1.2k views
    • 
    • alanm
    • December 9, 2002

35. Four-tier allocation formula

    By chris, December 9, 2002
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • December 9, 2002

36. Freezing a Money Purchase Plan

    By Guest taj32z, December 4, 2002
    • 3 replies
    • 2.3k views
    • 
    • actuarysmith
    • December 6, 2002

37. J&S provisions

    By Guest taj32z, December 4, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 4, 2002

38. Converting MP plan to DB plan

    By dmb, December 4, 2002
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • December 4, 2002

39. Pension Plan Features

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

40. Voluntary contribution if none by NHCE

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

41. Form 5300 for Multiple Employer Plan

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

42. Amendment timing

    By dmb, November 25, 2002
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • November 25, 2002

43. Missing Participants

    By katieinny, November 7, 2002
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • November 22, 2002

44. Fidelity Bond for Tax-exempt organization.

    By katieinny, November 19, 2002
    • 5 replies
    • 1.9k views
    • 
    • QDROphile
    • November 21, 2002

45. Death Benefits

    By Guest CHIEFS, November 20, 2002
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • November 21, 2002

46. Is it necessary to apply for a determination letter?

    By katieinny, November 20, 2002
    • 8 replies
    • 2.4k views
    • 
    • Belgarath
    • November 21, 2002

47. question about "core earnings"

    By Guest peterkendall, November 20, 2002
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • November 20, 2002

48. Is it permissable to have different vesting schedules dependant on an

    By R. Butler, November 18, 2002
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • November 20, 2002

49. Wasting Trust

    By Guest taj32z, November 19, 2002
    • 9 replies
    • 4.3k views
    • 
    • Kirk Maldonado
    • November 20, 2002

50. 401k Investment Choices

    By DP, November 12, 2002
    • 7 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • November 18, 2002