Retirement Plans in General

5,751 topics in this forum

1. Defined Contribion style plans in Canada.

   By Guest DCConsultant, October 8, 2002
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • October 9, 2002

2. Truth In Lending

   By Guest merlin, October 8, 2002
   • 2 replies
   • 1.4k views
   • 
   • Alan Simpson
   • October 8, 2002

3. plan with only hce's

   By Guest Elizabeth Gaskins, October 8, 2002
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • October 9, 2002

4. Use Co. Stock to Pay Off Participant Loan?

   By Christine Roberts, October 7, 2002
   • 7 replies
   • 1.5k views
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   • Christine Roberts
   • October 14, 2002

5. ERISA Bond for non-qualified assets

   By dmb, October 4, 2002
   • 1 reply
   • 2.4k views
   • 
   • jaemmons
   • October 4, 2002

6. Is Normal Retirement Age a Protected Benefit?

   By Scott, October 3, 2002
   • 2 replies
   • 2.1k views
   • 
   • david rigby
   • October 3, 2002

7. Cant get benefits

   By Guest DONFRYER, October 3, 2002
   • 1 reply
   • 1.3k views
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   • RCK
   • October 3, 2002

8. W-2 vs. 415 Compensation

   By Guest PJW, October 1, 2002
   • 5 replies
   • 11.3k views
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   • Archimage
   • October 3, 2002

9. Company Stock as Plan Investment

   By Dougsbpc, September 30, 2002
   • 15 replies
   • 3k views
   • 
   • david rigby
   • October 9, 2002

10. IRS Guidance

    By Guest gkaley, September 30, 2002
    • 5 replies
    • 1.4k views
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    • Guest
    • September 30, 2002

11. Partnerships / Controlled Groups

    By BFree, September 26, 2002
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • September 27, 2002

12. "Opt In" Provision for MPPP

    By Guest Chelmer, September 26, 2002
    • 8 replies
    • 1.6k views
    • 
    • jaemmons
    • October 1, 2002

13. Normal Retirement Age

    By katieinny, September 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • Everett Moreland
    • September 25, 2002

14. Mark Dray's letter to IRS about timing of CRA amendment

    By Dave Baker, September 24, 2002
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • September 25, 2002

15. Plan Comp. excl/incl salary redux???

    By chris, September 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • September 24, 2002

16. Controlled Group Service

    By Guest CAM223, September 23, 2002
    • 4 replies
    • 1.4k views
    • 
    • Everett Moreland
    • September 25, 2002

17. New rollover rules under EGTRRA.

    By katieinny, September 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • September 23, 2002

18. Company-paid pension and profit-sharing distributions

    By Guest Carma Christensen, September 20, 2002
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • September 20, 2002

19. Application of TAM 9735001

    By Guest merlin, September 19, 2002
    • 12 replies
    • 3k views
    • 
    • Belgarath
    • September 20, 2002

20. Self Employed

    By R. Butler, September 18, 2002
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • September 19, 2002

21. Profit Sharing Plan Incidental Benefit Exception

    By jkharvey, September 16, 2002
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • September 19, 2002

22. Individually Designed M/P Pension Plan.

    By MBCarey, September 13, 2002
    • 6 replies
    • 1.3k views
    • 
    • jaemmons
    • September 13, 2002

23. Due Date For Contributions

    By Guest merlin, September 13, 2002
    • 4 replies
    • 2k views
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    • mbozek
    • September 16, 2002

24. Ancestral PIA Determination

    By Guest windwalker, September 12, 2002
    • 16 replies
    • 2.1k views
    • 
    • david rigby
    • September 15, 2002

25. Consequences of Election not to Participate....

    By chris, September 11, 2002
    • 5 replies
    • 1.5k views
    • 
    • chris
    • September 13, 2002

26. Allocation Formula Choice

    By Guest R Snyder, September 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • actuarysmith
    • September 12, 2002

27. Controlled group

    By Guest jim williams, September 11, 2002
    • 5 replies
    • 1.5k views
    • 
    • jaemmons
    • September 12, 2002

28. Controlled Group

    By Guest kam, September 7, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 11, 2002

29. rehire into different plan with same employer

    By Guest ohwayne, September 7, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 7, 2002

30. Statutory Employees

    By Guest merlin, September 6, 2002
    • 4 replies
    • 2.2k views
    • 
    • mbozek
    • September 6, 2002

31. Change in valuation date

    By Guest tws, September 4, 2002
    • 6 replies
    • 1.7k views
    • 
    • QDROphile
    • September 6, 2002

32. Sabbatical w/ Eventual Termination

    By Guest lawkid, September 4, 2002
    • 6 replies
    • 3k views
    • 
    • mbozek
    • September 6, 2002

33. Amending Entry Dates

    By Guest merlin, September 4, 2002
    • 10 replies
    • 1.9k views
    • 
    • Mike Preston
    • September 5, 2002

34. Timing of Recognition of Amendments for Valuation Purposes

    By Guest HarveyC, August 30, 2002
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 30, 2002

35. Age based and new comparability plans

    By Moe Howard, August 29, 2002
    • 5 replies
    • 1.6k views
    • 
    • rcline46
    • August 30, 2002

36. Integrated Money Purchase formula

    By Guest mpark, August 27, 2002
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • August 27, 2002

37. Top Heavy Plan & Eligible Compensation

    By Guest LWilson, August 27, 2002
    • 14 replies
    • 2.3k views
    • 
    • Mike Preston
    • August 28, 2002

38. Form 5300 for Multiple Employer Plan

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

39. Effective Dates for SPD and claims procedure regulations

    By Guest wendycatherine, August 26, 2002
    • 3 replies
    • 2.1k views
    • 
    • E as in ERISA
    • August 27, 2002

40. Controlled Group Issue

    By dmb, August 23, 2002
    • 1 reply
    • 1.1k views
    • 
    • BeckyMiller
    • August 23, 2002

41. question 6 on form 5307

    By Guest rhp, August 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • August 23, 2002

42. K-1 income & losses from several participating employers

    By dmb, August 23, 2002
    • 3 replies
    • 1.3k views
    • 
    • jaemmons
    • September 5, 2002

43. Pensionable remuneration

    By Guest mcemory, August 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • August 23, 2002

44. Illiquid Asset in PSP to 401(k) Conversion

    By Christine Roberts, August 22, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • August 23, 2002

45. FreeERISA.com

    By JanetM, August 20, 2002
    • 2 replies
    • 1.7k views
    • 
    • JanetM
    • August 20, 2002

46. Setting up a SIMPLE IRA plan after a 401(k) plan is terminated.

    By katieinny, August 16, 2002
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • August 16, 2002

47. 415 Suspense Account / Rev. Rul. 2001-51

    By Guest lawkid, August 15, 2002
    • 3 replies
    • 5.7k views
    • 
    • Mike Preston
    • August 16, 2002

48. Combining Davis Bacon Plans

    By Guest yukon, August 14, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • August 15, 2002

49. Freeze MPPP

    By chris, August 12, 2002
    • 5 replies
    • 1.4k views
    • 
    • jaemmons
    • August 13, 2002

50. Allocation of Forfeitures for a re-hired participant

    By dmb, August 12, 2002
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • August 12, 2002