Retirement Plans in General

5,817 topics in this forum

1. Freezing a Money Purchase Plan

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

2. J&S provisions

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

3. Converting MP plan to DB plan

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

4. Pension Plan Features

   By flosfur, November 30, 2002
   • 1 reply
   • 1.3k views
   • 
   • kocak
   • December 2, 2002

5. Voluntary contribution if none by NHCE

   By Guest JCD, November 27, 2002
   • 2 replies
   • 1.3k views
   • 
   • four01kman
   • November 27, 2002

6. Form 5300 for Multiple Employer Plan

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

7. Amendment timing

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

8. Missing Participants

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

9. Fidelity Bond for Tax-exempt organization.

   By katieinny, November 19, 2002
   • 5 replies
   • 2k views
   • 
   • QDROphile
   • November 21, 2002

10. Death Benefits

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

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

    By katieinny, November 20, 2002
    • 8 replies
    • 2.5k views
    • 
    • Belgarath
    • November 21, 2002

12. question about "core earnings"

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

13. 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

14. Wasting Trust

    By Guest taj32z, November 19, 2002
    • 9 replies
    • 4.4k views
    • 
    • Kirk Maldonado
    • November 20, 2002

15. 401k Investment Choices

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

16. Split DB/DC plan

    By dmb, November 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 18, 2002

17. plan admin qt.

    By Guest mab, November 5, 2002
    • 3 replies
    • 1.4k views
    • 
    • IRC401
    • November 16, 2002

18. Davis Bacon (Prevailing Wage)

    By Guest SAI Dave, November 15, 2002
    • 1 reply
    • 1.2k views
    • 
    • IRC401
    • November 16, 2002

19. Will freeze of MPPP cause full vesting?

    By chris, November 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • kocak
    • November 11, 2002

20. Profit Sharing/401(k) Plan - Initial Plan Year

    By Guest Donaldson, November 6, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 8, 2002

21. ASPA conference

    By pmacduff, November 6, 2002
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • November 8, 2002

22. Trust ID Numbers

    By Guest taj32z, November 8, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 8, 2002

23. Using Surplus DB Assets

    By DP, November 7, 2002
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • November 7, 2002

24. Witholding 20% on "small" lump sum distribution.

    By Moe Howard, November 6, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 7, 2002

25. Master Custodian Request for Proposal

    By Guest Jhagan, November 6, 2002
    • 0 replies
    • 4.1k views
    • 
    • Guest
    • November 6, 2002

26. 2 Plans - 1 Document?

    By Guest PORTE, November 4, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • November 5, 2002

27. Controlled group- attribution question

    By Guest mab, October 30, 2002
    • 8 replies
    • 1.8k views
    • 
    • david rigby
    • November 1, 2002

28. Discretionary 401(a) Contribution

    By Cathy from Chicago, October 31, 2002
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • November 1, 2002

29. ERISA Bond

    By Dan, April 5, 1999
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • November 1, 2002

30. When does ownership change affect ASG status?

    By Guest TBick, October 31, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 31, 2002

31. late profit sharing contribution deposits

    By eilano, October 30, 2002
    • 0 replies
    • 1.8k views
    • 
    • eilano
    • October 30, 2002

32. 411(d)(6) protected benefit?

    By jkharvey, October 30, 2002
    • 5 replies
    • 1.5k views
    • 
    • Archimage
    • October 30, 2002

33. 401(k) Profit Share Plan Eligibility

    By Guest joe s, October 30, 2002
    • 2 replies
    • 1.3k views
    • 
    • wmyer
    • October 30, 2002

34. Qualifying plan assets

    By Guest kdp, October 30, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 30, 2002

35. Vesting on 403(b) match when made to Church Retirement Plan.

    By Guest tonjer, October 29, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 29, 2002

36. Taxable Wage Base

    By Tom Poje, October 23, 2002
    • 4 replies
    • 1.9k views
    • 
    • MGB
    • October 25, 2002

37. May plan reference elapsed time regulations?

    By Guest tonjer, October 23, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 23, 2002

38. False identity of participant

    By Guest BJW, October 22, 2002
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • October 23, 2002

39. real prohibited transaction issue for retirement plans

    By Guest ERISAKing, October 22, 2002
    • 7 replies
    • 1.9k views
    • 
    • KJohnson
    • October 22, 2002

40. Stock Sale vs. Asset Sale

    By Guest HarveyC, October 15, 2002
    • 4 replies
    • 4.1k views
    • 
    • Kirk Maldonado
    • October 21, 2002

41. I'm filling out a new adoption agreement (PSP)... for GUST. Can I sw

    By Moe Howard, October 18, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • October 21, 2002

42. Inflation adjsuted amounts (new comp limits, etc)

    By Tom Poje, October 18, 2002
    • 0 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 18, 2002

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

    By Christine Roberts, October 7, 2002
    • 7 replies
    • 1.7k views
    • 
    • Christine Roberts
    • October 14, 2002

44. plan with only hce's

    By Guest Elizabeth Gaskins, October 8, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 9, 2002

45. Defined Contribion style plans in Canada.

    By Guest DCConsultant, October 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • October 9, 2002

46. Company Stock as Plan Investment

    By Dougsbpc, September 30, 2002
    • 15 replies
    • 3.4k views
    • 
    • david rigby
    • October 9, 2002

47. Truth In Lending

    By Guest merlin, October 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • October 8, 2002

48. Partnerships-gross and net comp allocations-what to request?

    By AndyH, November 9, 2000
    • 10 replies
    • 2.7k views
    • 
    • Mike Preston
    • October 4, 2002

49. ERISA Bond for non-qualified assets

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

50. Is Normal Retirement Age a Protected Benefit?

    By Scott, October 3, 2002
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • October 3, 2002