Retirement Plans in General

5,848 topics in this forum

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

   By Guest Donaldson, November 6, 2002
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • November 8, 2002

2. ASPA conference

   By pmacduff, November 6, 2002
   • 10 replies
   • 2.4k views
   • 
   • Mike Preston
   • November 8, 2002

3. Trust ID Numbers

   By Guest taj32z, November 8, 2002
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • November 8, 2002

4. Using Surplus DB Assets

   By DP, November 7, 2002
   • 2 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • November 7, 2002

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

   By Moe Howard, November 6, 2002
   • 3 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • November 7, 2002

6. Master Custodian Request for Proposal

   By Guest Jhagan, November 6, 2002
   • 0 replies
   • 4.3k views
   • 
   • Guest
   • November 6, 2002

7. 2 Plans - 1 Document?

   By Guest PORTE, November 4, 2002
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • November 5, 2002

8. Controlled group- attribution question

   By Guest mab, October 30, 2002
   • 8 replies
   • 2.1k views
   • 
   • david rigby
   • November 1, 2002

9. Discretionary 401(a) Contribution

   By Cathy from Chicago, October 31, 2002
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • November 1, 2002

10. ERISA Bond

    By Dan, April 5, 1999
    • 2 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • November 1, 2002

11. When does ownership change affect ASG status?

    By Guest TBick, October 31, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 31, 2002

12. late profit sharing contribution deposits

    By eilano, October 30, 2002
    • 0 replies
    • 2k views
    • 
    • eilano
    • October 30, 2002

13. 411(d)(6) protected benefit?

    By jkharvey, October 30, 2002
    • 5 replies
    • 1.7k views
    • 
    • Archimage
    • October 30, 2002

14. 401(k) Profit Share Plan Eligibility

    By Guest joe s, October 30, 2002
    • 2 replies
    • 1.6k views
    • 
    • wmyer
    • October 30, 2002

15. Qualifying plan assets

    By Guest kdp, October 30, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 30, 2002

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

    By Guest tonjer, October 29, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 29, 2002

17. Taxable Wage Base

    By Tom Poje, October 23, 2002
    • 4 replies
    • 2.1k views
    • 
    • MGB
    • October 25, 2002

18. May plan reference elapsed time regulations?

    By Guest tonjer, October 23, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 23, 2002

19. False identity of participant

    By Guest BJW, October 22, 2002
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • October 23, 2002

20. real prohibited transaction issue for retirement plans

    By Guest ERISAKing, October 22, 2002
    • 7 replies
    • 2.1k views
    • 
    • KJohnson
    • October 22, 2002

21. Stock Sale vs. Asset Sale

    By Guest HarveyC, October 15, 2002
    • 4 replies
    • 4.4k views
    • 
    • Kirk Maldonado
    • October 21, 2002

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

    By Moe Howard, October 18, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 21, 2002

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

    By Tom Poje, October 18, 2002
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • October 18, 2002

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

    By Christine Roberts, October 7, 2002
    • 7 replies
    • 2.1k views
    • 
    • Christine Roberts
    • October 14, 2002

25. plan with only hce's

    By Guest Elizabeth Gaskins, October 8, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 9, 2002

26. Defined Contribion style plans in Canada.

    By Guest DCConsultant, October 8, 2002
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • October 9, 2002

27. Company Stock as Plan Investment

    By Dougsbpc, September 30, 2002
    • 15 replies
    • 4k views
    • 
    • david rigby
    • October 9, 2002

28. Truth In Lending

    By Guest merlin, October 8, 2002
    • 2 replies
    • 1.7k views
    • 
    • Alan Simpson
    • October 8, 2002

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

    By AndyH, November 9, 2000
    • 10 replies
    • 3.1k views
    • 
    • Mike Preston
    • October 4, 2002

30. ERISA Bond for non-qualified assets

    By dmb, October 4, 2002
    • 1 reply
    • 2.6k views
    • 
    • jaemmons
    • October 4, 2002

31. Is Normal Retirement Age a Protected Benefit?

    By Scott, October 3, 2002
    • 2 replies
    • 2.4k views
    • 
    • david rigby
    • October 3, 2002

32. W-2 vs. 415 Compensation

    By Guest PJW, October 1, 2002
    • 5 replies
    • 12.2k views
    • 
    • Archimage
    • October 3, 2002

33. Cant get benefits

    By Guest DONFRYER, October 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • RCK
    • October 3, 2002

34. "Opt In" Provision for MPPP

    By Guest Chelmer, September 26, 2002
    • 8 replies
    • 2.1k views
    • 
    • jaemmons
    • October 1, 2002

35. IRS Guidance

    By Guest gkaley, September 30, 2002
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • September 30, 2002

36. Partnerships / Controlled Groups

    By BFree, September 26, 2002
    • 1 reply
    • 1.7k views
    • 
    • jaemmons
    • September 27, 2002

37. Controlled Group Service

    By Guest CAM223, September 23, 2002
    • 4 replies
    • 1.6k views
    • 
    • Everett Moreland
    • September 25, 2002

38. Normal Retirement Age

    By katieinny, September 25, 2002
    • 3 replies
    • 1.8k views
    • 
    • Everett Moreland
    • September 25, 2002

39. Mark Dray's letter to IRS about timing of CRA amendment

    By Dave Baker, September 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • mbozek
    • September 25, 2002

40. Any arguments against using a corporate trustee?

    By Guest Fauxqui, July 19, 2002
    • 7 replies
    • 4.9k views
    • 
    • Fredman
    • September 24, 2002

41. Plan Comp. excl/incl salary redux???

    By chris, September 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • September 24, 2002

42. New rollover rules under EGTRRA.

    By katieinny, September 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • September 23, 2002

43. Application of TAM 9735001

    By Guest merlin, September 19, 2002
    • 12 replies
    • 3.3k views
    • 
    • Belgarath
    • September 20, 2002

44. Company-paid pension and profit-sharing distributions

    By Guest Carma Christensen, September 20, 2002
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • September 20, 2002

45. Self Employed

    By R. Butler, September 18, 2002
    • 2 replies
    • 1.6k views
    • 
    • R. Butler
    • September 19, 2002

46. Profit Sharing Plan Incidental Benefit Exception

    By jkharvey, September 16, 2002
    • 1 reply
    • 1.7k views
    • 
    • R. Butler
    • September 19, 2002

47. Post tax rollover monies

    By Guest Penny40, July 3, 2002
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • September 18, 2002

48. Salary Deferral DB Plan?

    By Christine Roberts, March 21, 2002
    • 15 replies
    • 3.1k views
    • 
    • mbozek
    • September 17, 2002

49. Due Date For Contributions

    By Guest merlin, September 13, 2002
    • 4 replies
    • 2.3k views
    • 
    • mbozek
    • September 16, 2002

50. Ancestral PIA Determination

    By Guest windwalker, September 12, 2002
    • 16 replies
    • 2.7k views
    • 
    • david rigby
    • September 15, 2002