Retirement Plans in General

5,761 topics in this forum

1. Vesting Change

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

2. 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

3. General Fund to Directed Investment to General Fund

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

4. User fee waived?

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

5. Withdrawn Regulations

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

6. Exception to Antiassignment Rule

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

7. 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

8. Nondiscrim Testing - Timing Question

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

9. Beneficiary for Participant w/ New Spouse

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

10. Cut-back question

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

11. Vesting for New Hires

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

12. Sole Proprietor comp with forfeitures

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

13. self-directed accounts

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

14. 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

15. Retirement plans

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

16. Small Employer Startup Tax Credits

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

17. Prohibited transaction?

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

18. Permitted Disparity

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

19. Need TPA info.

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

20. ERISA 204(h) notice

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

21. Franchised corporation exclusion???

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

22. Real Estate-Prohibited Transaction?

    By Guest William Lehman, December 18, 1998
    • 7 replies
    • 2.1k views
    • 
    • mbozek
    • June 19, 2002

23. Forfeiture contributions used to reduce contribution. HELP!

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

24. 404(c) compliant?

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

25. Change In Pension Plan Calculation

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

26. Top Heavy Plan Aggregation

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

27. Partnership allocation of safe harbor contribution

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

28. LLC member "opting out" of PSP

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

29. required contribution & bankrupt plan sponsor

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

30. Bank CD rates in qualified plans

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

31. Incorrect Vesting % on Annual Statements

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

32. DC Eliminate Early Ret.?

    By John A, July 13, 2001
    • 10 replies
    • 2k views
    • 
    • AndrewZ
    • June 3, 2002

33. 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

34. New Comparability Plans

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

35. 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

36. Transfer of Plan assets

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

37. 401(h) and HIPAA

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

38. Top Heavy Testing 12/31/01 Determination Date

    By Guest dll, January 21, 2002
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • May 23, 2002

39. New Pension Plan for Mexican Employees

    By Guest HarveyC, May 21, 2002
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • May 23, 2002

40. Plan assets discovered long after plan terminated.

    By Belgarath, May 22, 2002
    • 7 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • May 23, 2002

41. Form 5330

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

42. subchapter S corps and compensation

    By eilano, May 20, 2002
    • 7 replies
    • 2k views
    • 
    • actuarysmith
    • May 22, 2002

43. "Guild" Plans and Multiple-Plan 415 Limits

    By Guest merlin, May 13, 2002
    • 37 replies
    • 8.7k views
    • 
    • Mike Preston
    • May 21, 2002

44. retirement credited service date

    By Guest kathy parks, May 17, 2002
    • 6 replies
    • 2.2k views
    • 
    • MGB
    • May 20, 2002

45. Allocation of forfeitures in frozen MPP plan???

    By chris, May 13, 2002
    • 12 replies
    • 4.2k views
    • 
    • Tom Poje
    • May 20, 2002

46. Target Benefit Plans

    By Guest 91smithie, May 17, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • May 17, 2002

47. Retroactive Amendment

    By R. Butler, May 15, 2002
    • 13 replies
    • 4.6k views
    • 
    • Mike Preston
    • May 17, 2002

48. Forfeitures held in suspense

    By Guest SPOT, May 14, 2002
    • 7 replies
    • 5.1k views
    • 
    • mbozek
    • May 17, 2002

49. Owner opting out of employer contribution. Can he do that?

    By Guest EPS, May 7, 2002
    • 18 replies
    • 4k views
    • 
    • Mike Preston
    • May 16, 2002

50. MP conversion to profit sharing

    By k man, May 15, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 15, 2002