Retirement Plans in General

5,772 topics in this forum

1. Statutory Employees

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

2. Change in valuation date

   By Guest tws, September 4, 2002
   • 6 replies
   • 1.8k views
   • 
   • QDROphile
   • September 6, 2002

3. Sabbatical w/ Eventual Termination

   By Guest lawkid, September 4, 2002
   • 6 replies
   • 3.1k views
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   • mbozek
   • September 6, 2002

4. Amending Entry Dates

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

5. Timing of Recognition of Amendments for Valuation Purposes

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

6. Age based and new comparability plans

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

7. Integrated Money Purchase formula

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

8. Top Heavy Plan & Eligible Compensation

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

9. Form 5300 for Multiple Employer Plan

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

10. Effective Dates for SPD and claims procedure regulations

    By Guest wendycatherine, August 26, 2002
    • 3 replies
    • 2.2k views
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    • E as in ERISA
    • August 27, 2002

11. Controlled Group Issue

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

12. question 6 on form 5307

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

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

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

14. Pensionable remuneration

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

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

    By Christine Roberts, August 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • August 23, 2002

16. FreeERISA.com

    By JanetM, August 20, 2002
    • 2 replies
    • 1.8k views
    • 
    • JanetM
    • August 20, 2002

17. 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

18. 415 Suspense Account / Rev. Rul. 2001-51

    By Guest lawkid, August 15, 2002
    • 3 replies
    • 5.8k views
    • 
    • Mike Preston
    • August 16, 2002

19. Combining Davis Bacon Plans

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

20. Freeze MPPP

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

21. Allocation of Forfeitures for a re-hired participant

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

22. Affiliated Service Group Issue

    By Guest JeffDixon, August 9, 2002
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • August 9, 2002

23. Excess contribution to Money Purchase

    By Guest deathbycashcall, August 7, 2002
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • August 14, 2002

24. Multiple Employer Plan Contributions

    By Guest Callan, August 6, 2002
    • 2 replies
    • 2.1k views
    • 
    • alanm
    • August 12, 2002

25. Leased Employees/Plan Design

    By Cathy from Chicago, August 6, 2002
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • August 6, 2002

26. CPA firms performing both TPA functions and doing the audit.

    By R. Butler, August 6, 2002
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • August 6, 2002

27. Help to clarify break in service rules

    By jkharvey, August 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 6, 2002

28. Employee Leasing for very small company?

    By Guest FREE401k, August 5, 2002
    • 1 reply
    • 1.7k views
    • 
    • GBurns
    • August 7, 2002

29. What is best retirement plan option for someone who has a small busine

    By Guest MapleONE, August 5, 2002
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • August 6, 2002

30. Vesting Change

    By dmb, July 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • July 30, 2002

31. top heavy minimum

    By Guest rhp, July 29, 2002
    • 3 replies
    • 1.3k views
    • 
    • actuarysmith
    • July 30, 2002

32. Husband owns 6.4%, Wife owns 39.82% . . . whose ownership %?

    By Guest LWilson, July 29, 2002
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • July 29, 2002

33. General Fund to Directed Investment to General Fund

    By chris, July 26, 2002
    • 0 replies
    • 1.1k views
    • 
    • chris
    • July 26, 2002

34. User fee waived?

    By R. Butler, July 26, 2002
    • 3 replies
    • 1.3k views
    • 
    • actuarysmith
    • July 26, 2002

35. Withdrawn Regulations

    By smm, July 24, 2002
    • 3 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • July 25, 2002

36. Exception to Antiassignment Rule

    By Guest merlin, July 23, 2002
    • 4 replies
    • 2.5k views
    • 
    • jpod
    • July 24, 2002

37. Nondiscrim Testing - Timing Question

    By Guest HarveyC, July 19, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 19, 2002

38. Any arguments against using a corporate trustee?

    By Guest Fauxqui, July 19, 2002
    • 7 replies
    • 4.4k views
    • 
    • Fredman
    • September 24, 2002

39. May vesting service (with 1,000 hours) be granted on the date of termi

    By John A, July 18, 2002
    • 2 replies
    • 2.1k views
    • 
    • E as in ERISA
    • July 23, 2002

40. Beneficiary for Participant w/ New Spouse

    By DP, July 18, 2002
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • July 19, 2002

41. Cut-back question

    By J2D2, July 17, 2002
    • 15 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • July 18, 2002

42. Sole Proprietor comp with forfeitures

    By Guest Cbanarer, July 15, 2002
    • 1 reply
    • 3.1k views
    • 
    • Mike Preston
    • July 16, 2002

43. self-directed accounts

    By eilano, July 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • July 11, 2002

44. Vesting for New Hires

    By Guest Cbanarer, July 10, 2002
    • 5 replies
    • 4.3k views
    • 
    • Tom Poje
    • July 16, 2002

45. Rehired former participants & beginning of the year participant co

    By R. Butler, July 9, 2002
    • 1 reply
    • 1.2k views
    • 
    • Richard Anderson
    • July 9, 2002

46. Retirement plans

    By Guest R Hayes, July 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • July 9, 2002

47. Small Employer Startup Tax Credits

    By perkinsran, July 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • July 8, 2002

48. Post tax rollover monies

    By Guest Penny40, July 3, 2002
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • September 18, 2002

49. Permitted Disparity

    By chris, July 2, 2002
    • 1 reply
    • 1.4k views
    • 
    • chris
    • July 2, 2002

50. Prohibited transaction?

    By R. Butler, July 1, 2002
    • 16 replies
    • 3.7k views
    • 
    • Kirk Maldonado
    • July 2, 2002