Retirement Plans in General

5,772 topics in this forum

1. ERISA 204(h) notice

   By thepensionmaven, June 28, 2002
   • 1 reply
   • 3.3k views
   • 
   • RCK
   • June 28, 2002

2. Prevailing wage plans

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

3. Need TPA info.

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

4. Franchised corporation exclusion???

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

5. 404(c) compliant?

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

6. Forfeiture contributions used to reduce contribution. HELP!

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

7. Top Heavy Plan Aggregation

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

8. Partnership allocation of safe harbor contribution

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

9. required contribution & bankrupt plan sponsor

   By eilano, June 10, 2002
   • 4 replies
   • 2.3k views
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   • mbozek
   • June 11, 2002

10. Change In Pension Plan Calculation

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

11. Incorrect Vesting % on Annual Statements

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

12. 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

13. Bank CD rates in qualified plans

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

14. LLC member "opting out" of PSP

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

15. New Comparability Plans

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

16. Transfer of Plan assets

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

17. 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

18. 401(h) and HIPAA

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

19. Form 5330

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

20. Plan assets discovered long after plan terminated.

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

21. New Pension Plan for Mexican Employees

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

22. subchapter S corps and compensation

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

23. retirement credited service date

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

24. Target Benefit Plans

    By Guest 91smithie, May 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • May 17, 2002

25. MP conversion to profit sharing

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

26. Retroactive Amendment

    By R. Butler, May 15, 2002
    • 13 replies
    • 4.7k views
    • 
    • Mike Preston
    • May 17, 2002

27. Forfeitures held in suspense

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

28. Joint 50% Surviving Spouse option

    By Guest David5, May 14, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 14, 2002

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

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

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

    By Guest merlin, May 13, 2002
    • 37 replies
    • 8.8k views
    • 
    • Mike Preston
    • May 21, 2002

31. Simple IRA's and Control Groups

    By Guest itrade4u2, May 10, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 10, 2002

32. Real Estate purchase

    By dmb, May 10, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • May 10, 2002

33. Can 4 Yr. Old Plan w/o a Doc Get Compliance Thru EPCRS?

    By mming, May 9, 2002
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • May 13, 2002

34. Reasonable Classification and 410(b)

    By AndyH, May 9, 2002
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • May 13, 2002

35. EGTRRA and rollovers into a 401(a) plan.

    By Belgarath, May 9, 2002
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • May 9, 2002

36. FRS 17 - new UK accounting standard

    By JanetM, May 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • May 9, 2002

37. Definition of NRA

    By david rigby, May 8, 2002
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • March 22, 2003

38. Prohibited Transaction Question

    By Christine Roberts, May 8, 2002
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • May 8, 2002

39. 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

40. insurance value in retirement plan

    By Guest Elizabeth Gaskins, May 6, 2002
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • May 8, 2002

41. $64,000 question -- it this a top heavy plan

    By maverick, May 3, 2002
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • May 3, 2002

42. Workers Compensation and Vesting

    By Guest amboyd, May 2, 2002
    • 4 replies
    • 5.1k views
    • 
    • Guest
    • May 3, 2002

43. Controlled group without ownership?

    By Guest Christie Banks, May 1, 2002
    • 4 replies
    • 2.6k views
    • 
    • pjkoehler
    • May 2, 2002

44. Average Benefits Test - Multiple Plans

    By Guest Victoria Pelletiere, May 1, 2002
    • 4 replies
    • 2k views
    • 
    • Guest
    • May 1, 2002

45. Vesting in Collectively Bargained Plans

    By dmb, April 26, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • April 26, 2002

46. Change Top Heavy from all to Non Key only during RAP?

    By SRM, April 26, 2002
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 26, 2002

47. Top Heavy Minimums to Non-Key HCEs who have waived participation

    By Guest Effie Clark, April 25, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 26, 2002

48. One Time Irrevocable Elections

    By Guest Edward McElroy, April 25, 2002
    • 6 replies
    • 2.6k views
    • 
    • AndyH
    • April 30, 2002

49. NJ and EGTRRA (not perfect together)

    By Guest GG, April 24, 2002
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • April 25, 2002

50. time frame for filing suit

    By eilano, April 24, 2002
    • 15 replies
    • 2.9k views
    • 
    • pjkoehler
    • April 26, 2002