Retirement Plans in General

5,753 topics in this forum

1. Freeze MPPP

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

2. Allocation of Forfeitures for a re-hired participant

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

3. Affiliated Service Group Issue

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

4. Excess contribution to Money Purchase

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

5. Multiple Employer Plan Contributions

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

6. Leased Employees/Plan Design

   By Cathy from Chicago, August 6, 2002
   • 3 replies
   • 1.4k views
   • 
   • QDROphile
   • August 6, 2002

7. 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

8. 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

9. Employee Leasing for very small company?

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

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

    By Guest MapleONE, August 5, 2002
    • 3 replies
    • 2k views
    • 
    • mbozek
    • August 6, 2002

11. Vesting Change

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

12. top heavy minimum

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

13. 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

14. General Fund to Directed Investment to General Fund

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

15. User fee waived?

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

16. Withdrawn Regulations

    By smm, July 24, 2002
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • July 25, 2002

17. Exception to Antiassignment Rule

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

18. Nondiscrim Testing - Timing Question

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

19. Any arguments against using a corporate trustee?

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

20. 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

21. Beneficiary for Participant w/ New Spouse

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

22. Cut-back question

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

23. Sole Proprietor comp with forfeitures

    By Guest Cbanarer, July 15, 2002
    • 1 reply
    • 3k views
    • 
    • Mike Preston
    • July 16, 2002

24. self-directed accounts

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

25. Vesting for New Hires

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

26. 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

27. Retirement plans

    By Guest R Hayes, July 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • July 9, 2002

28. Small Employer Startup Tax Credits

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

29. Post tax rollover monies

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

30. Permitted Disparity

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

31. Prohibited transaction?

    By R. Butler, July 1, 2002
    • 16 replies
    • 3.6k views
    • 
    • Kirk Maldonado
    • July 2, 2002

32. ERISA 204(h) notice

    By thepensionmaven, June 28, 2002
    • 1 reply
    • 3.2k views
    • 
    • RCK
    • June 28, 2002

33. Prevailing wage plans

    By Guest Jane Freeman, June 24, 2002
    • 13 replies
    • 4.6k views
    • 
    • AndyH
    • December 24, 2002

34. Need TPA info.

    By chris, June 21, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • July 1, 2002

35. Franchised corporation exclusion???

    By jaemmons, June 19, 2002
    • 0 replies
    • 1.5k views
    • 
    • jaemmons
    • June 19, 2002

36. 404(c) compliant?

    By Guest TrustMe401k, June 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • June 18, 2002

37. Forfeiture contributions used to reduce contribution. HELP!

    By Guest EPS, June 15, 2002
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • June 18, 2002

38. Top Heavy Plan Aggregation

    By MarZDoates, June 14, 2002
    • 1 reply
    • 1.2k views
    • 
    • Richard Anderson
    • June 14, 2002

39. Partnership allocation of safe harbor contribution

    By Guest KMP, June 13, 2002
    • 2 replies
    • 2.5k views
    • 
    • Mary Kay Foss
    • June 14, 2002

40. required contribution & bankrupt plan sponsor

    By eilano, June 10, 2002
    • 4 replies
    • 2.2k views
    • 
    • mbozek
    • June 11, 2002

41. Change In Pension Plan Calculation

    By Guest slick1, June 8, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • June 16, 2002

42. Incorrect Vesting % on Annual Statements

    By chris, June 3, 2002
    • 2 replies
    • 1.9k views
    • 
    • chris
    • June 4, 2002

43. EGTRRA Changes to Involuntary Cash-out Rules - Effective Date?

    By Guest sgb, May 30, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • May 30, 2002

44. Bank CD rates in qualified plans

    By Guest TrustMe401k, May 30, 2002
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • June 4, 2002

45. LLC member "opting out" of PSP

    By SMB, May 30, 2002
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • June 13, 2002

46. New Comparability Plans

    By MarZDoates, May 29, 2002
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • May 30, 2002

47. Transfer of Plan assets

    By eilano, May 28, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 29, 2002

48. Is this a benefit, right or feature that must be tested for discrimina

    By jkharvey, May 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • actuarysmith
    • May 29, 2002

49. 401(h) and HIPAA

    By E as in ERISA, May 24, 2002
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • May 28, 2002

50. Form 5330

    By Guest SPOT, May 22, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 22, 2002