Retirement Plans in General

5,839 topics in this forum

1. 1.401(a)(4)-11(g) retroactive amendment

   By Belgarath, March 19, 2003
   • 11 replies
   • 3.9k views
   • 
   • Mike Preston
   • March 19, 2003

2. Fees paid from plan

   By dmb, March 18, 2003
   • 2 replies
   • 2.1k views
   • 
   • R. Butler
   • March 18, 2003

3. Vesting Service

   By Guest sammy, March 13, 2003
   • 5 replies
   • 2.2k views
   • 
   • Guest
   • March 17, 2003

4. Money Purchase Minimum Funding

   By Guest ehayes, March 13, 2003
   • 2 replies
   • 1.8k views
   • 
   • jpod
   • March 13, 2003

5. Break in Service choices in an adoption agreement.

   By katieinny, March 12, 2003
   • 6 replies
   • 1.6k views
   • 
   • katieinny
   • March 12, 2003

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

   By Wessex, February 9, 1999
   • 6 replies
   • 6.6k views
   • 
   • Guest
   • March 10, 2003

7. Recovering Large Overpayment

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

8. ERISA Fiduciary Indemnification

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

9. Transit/parking plans

   By Guest EDD, February 27, 2003
   • 9 replies
   • 1.6k views
   • 
   • GBurns
   • March 6, 2003

10. Establishing a new Safe Harbor

    By FJR, March 4, 2003
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 5, 2003

11. One plan purchasing an investment from another

    By Dougsbpc, February 26, 2003
    • 5 replies
    • 1.7k views
    • 
    • Dougsbpc
    • February 28, 2003

12. How Do You Exclude Employees from Participation?

    By Guest PensionNW, February 25, 2003
    • 15 replies
    • 7.2k views
    • 
    • AndyH
    • February 28, 2003

13. Top Paid Group Election

    By dmb, February 25, 2003
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • February 25, 2003

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

    By mming, February 10, 2003
    • 17 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • February 21, 2003

15. Form 5500, Schedule I, Question 4k

    By Guest taj32z, February 20, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 20, 2003

16. Insurance

    By Guest taj32z, February 19, 2003
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • February 20, 2003

17. Missing Prior Approval Letter

    By Guest merlin, February 19, 2003
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • February 20, 2003

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

    By MarZDoates, February 18, 2003
    • 10 replies
    • 3k views
    • 
    • mbozek
    • February 19, 2003

19. Counting service with a prior employer.

    By katieinny, February 19, 2003
    • 0 replies
    • 1.4k views
    • 
    • katieinny
    • February 19, 2003

20. 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

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

    By dcoderre, February 16, 2003
    • 0 replies
    • 1.5k views
    • 
    • dcoderre
    • February 16, 2003

22. Failure to secure 412 Bond

    By mal, January 31, 2003
    • 1 reply
    • 2k views
    • 
    • jaemmons
    • February 14, 2003

23. Controlled Group Issue

    By R. Butler, February 12, 2003
    • 3 replies
    • 1.6k views
    • 
    • R. Butler
    • February 14, 2003

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

    By Guest belfers@langgroup.com, February 11, 2003
    • 4 replies
    • 1.9k views
    • 
    • jaemmons
    • February 13, 2003

25. Bush's pension proposal 1 2

    By Tom Poje, January 31, 2003
    • 93 replies
    • 24.8k views
    • 
    • Fredman
    • February 13, 2003

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

    By katieinny, February 11, 2003
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 11, 2003

27. LLC Compensation

    By SMB, March 29, 2001
    • 5 replies
    • 2.5k views
    • 
    • E as in ERISA
    • February 7, 2003

28. Bush's email address

    By AndyH, February 7, 2003
    • 0 replies
    • 2.2k views
    • 
    • AndyH
    • February 7, 2003

29. ERISA Bond Required?

    By Guest RBeck, February 5, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 6, 2003

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

    By chris, January 31, 2003
    • 7 replies
    • 1.9k views
    • 
    • mbozek
    • February 5, 2003

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

    By Guest lisbetf, January 27, 2003
    • 11 replies
    • 3.8k views
    • 
    • Guest
    • February 4, 2003

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

    By betheeg, January 31, 2003
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • February 3, 2003

33. Prenuptial agreements and separation

    By Guest kandria72, February 1, 2003
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • February 3, 2003

34. Section 3401(a) compensation and section 129

    By Guest Rae, January 31, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 31, 2003

35. Voluntary Early Retirement Incentive

    By Guest tonjer, January 29, 2003
    • 6 replies
    • 3.2k views
    • 
    • mbozek
    • January 31, 2003

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

    By JDuns, January 30, 2003
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • January 30, 2003

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

    By Guest RBeck, January 28, 2003
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • January 29, 2003

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

    By katieinny, January 27, 2003
    • 7 replies
    • 1.7k views
    • 
    • katieinny
    • January 28, 2003

39. Normal Retirement Age

    By katieinny, January 21, 2003
    • 22 replies
    • 5.3k views
    • 
    • katieinny
    • January 28, 2003

40. Life Insurance in Retirement Plans

    By bzorc, January 28, 2003
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 28, 2003

41. Early Retirement

    By Guest CAM Cindy, January 21, 2003
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 24, 2003

42. Compensation to Retiree for Service as Fiduciary

    By mal, January 23, 2003
    • 0 replies
    • 1.3k views
    • 
    • mal
    • January 23, 2003

43. Eliminating benefit options.

    By Guest Kathleen Fouquet, January 31, 2002
    • 17 replies
    • 3.8k views
    • 
    • katieinny
    • January 22, 2003

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

    By R. Butler, January 17, 2003
    • 7 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • January 20, 2003

45. 2002 profit sharing "pre-funded" during the plan year -- how

    By maverick, January 16, 2003
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 18, 2003

46. Eligibility Requirements

    By Guest LoloV, January 17, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 17, 2003

47. Plan fees

    By Guest taj32z, January 15, 2003
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • January 16, 2003

48. 5.7 and full TWB deemed to pass?

    By betheeg, January 10, 2003
    • 3 replies
    • 1.8k views
    • 
    • betheeg
    • January 10, 2003

49. Ownership/eligible compensation issues

    By Guest DVW, December 24, 2002
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 10, 2003

50. Transferring Loans

    By katieinny, January 9, 2003
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • January 9, 2003