Retirement Plans in General

5,781 topics in this forum

1. Profit Sharing Plan Incidental Benefit Exception

   By jkharvey, September 16, 2002
   • 1 reply
   • 1.6k views
   • 
   • R. Butler
   • September 19, 2002

2. Individually Designed M/P Pension Plan.

   By MBCarey, September 13, 2002
   • 6 replies
   • 1.4k views
   • 
   • jaemmons
   • September 13, 2002

3. Due Date For Contributions

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

4. Ancestral PIA Determination

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

5. Consequences of Election not to Participate....

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

6. Allocation Formula Choice

   By Guest R Snyder, September 11, 2002
   • 2 replies
   • 1.5k views
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   • actuarysmith
   • September 12, 2002

7. Controlled group

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

8. Controlled Group

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

9. rehire into different plan with same employer

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

10. Statutory Employees

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

11. Change in valuation date

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

12. Sabbatical w/ Eventual Termination

    By Guest lawkid, September 4, 2002
    • 6 replies
    • 3.2k views
    • 
    • mbozek
    • September 6, 2002

13. Amending Entry Dates

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

14. Timing of Recognition of Amendments for Valuation Purposes

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

15. Age based and new comparability plans

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

16. Integrated Money Purchase formula

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

17. Top Heavy Plan & Eligible Compensation

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

18. Form 5300 for Multiple Employer Plan

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

19. Effective Dates for SPD and claims procedure regulations

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

20. Controlled Group Issue

    By dmb, August 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • August 23, 2002

21. question 6 on form 5307

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

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

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

23. Pensionable remuneration

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

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

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

25. FreeERISA.com

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

26. 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

27. 415 Suspense Account / Rev. Rul. 2001-51

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

28. Combining Davis Bacon Plans

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

29. Freeze MPPP

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

30. Allocation of Forfeitures for a re-hired participant

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

31. Affiliated Service Group Issue

    By Guest JeffDixon, August 9, 2002
    • 9 replies
    • 3.7k views
    • 
    • Guest
    • August 9, 2002

32. Excess contribution to Money Purchase

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

33. Multiple Employer Plan Contributions

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

34. Leased Employees/Plan Design

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

35. 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

36. 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

37. Employee Leasing for very small company?

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

38. 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

39. Vesting Change

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

40. top heavy minimum

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

41. 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

42. General Fund to Directed Investment to General Fund

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

43. User fee waived?

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

44. Withdrawn Regulations

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

45. Exception to Antiassignment Rule

    By Guest merlin, July 23, 2002
    • 4 replies
    • 2.6k views
    • 
    • jpod
    • July 24, 2002

46. Nondiscrim Testing - Timing Question

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

47. Any arguments against using a corporate trustee?

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

48. 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

49. Beneficiary for Participant w/ New Spouse

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

50. Cut-back question

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