Retirement Plans in General

5,750 topics in this forum

1. $64,000 question -- it this a top heavy plan

   By maverick, May 3, 2002
   • 1 reply
   • 1.3k views
   • 
   • Archimage
   • May 3, 2002

2. Controlled group without ownership?

   By Guest Christie Banks, May 1, 2002
   • 4 replies
   • 2.5k views
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   • pjkoehler
   • May 2, 2002

3. Average Benefits Test - Multiple Plans

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

4. Is this an affiliated service group?

   By KateSmithPA, April 24, 2002
   • 6 replies
   • 1.6k views
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   • Mike Preston
   • April 30, 2002

5. One Time Irrevocable Elections

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

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

   By SRM, April 26, 2002
   • 3 replies
   • 1.3k views
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   • Blinky the 3-eyed Fish
   • April 26, 2002

7. Vesting in Collectively Bargained Plans

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

8. time frame for filing suit

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

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

   By Guest Effie Clark, April 25, 2002
   • 2 replies
   • 1.8k views
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   • Guest
   • April 26, 2002

10. NJ and EGTRRA (not perfect together)

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

11. How is deductible limit calculated for a money purchase plan when plan

    By John A, April 22, 2002
    • 5 replies
    • 1.8k views
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    • Mike Preston
    • April 23, 2002

12. early withdrawal

    By Guest OngM, January 28, 2001
    • 2 replies
    • 3.8k views
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    • Guest
    • April 19, 2002

13. Short Plan Year - Excludable Employees?

    By John A, April 18, 2002
    • 1 reply
    • 1.3k views
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    • Guest
    • April 19, 2002

14. Treatment of Alternate Payee for Top-Heavy Purposes?

    By John A, April 16, 2002
    • 3 replies
    • 2.9k views
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    • Belgarath
    • April 17, 2002

15. General Nondiscrimanation Test for Retirees

    By Guest HarveyC, April 15, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • April 15, 2002

16. 1035 exchange in qualified plan?

    By Belgarath, April 15, 2002
    • 0 replies
    • 2.6k views
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    • Belgarath
    • April 15, 2002

17. Deductibility of contributions for S-Corp

    By Guest TracyAndrews, April 5, 2002
    • 14 replies
    • 9.8k views
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    • Guest
    • April 12, 2002

18. LLC and SIMPLE IRA

    By Guest carolyny, April 12, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 12, 2002

19. Fiduciary Duty and Valuation of Stock in a Closely-Held Company

    By Guest Edward McElroy, April 8, 2002
    • 2 replies
    • 1.4k views
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    • Kirk Maldonado
    • April 10, 2002

20. In-Service Withdrawal in Self-Employed Pension Plan

    By Guest SueJ, April 8, 2002
    • 1 reply
    • 1.5k views
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    • Guest
    • April 8, 2002

21. Offshore Investments for Retirement & Savings Plans

    By Guest Ann Clinton, April 8, 2002
    • 0 replies
    • 995 views
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    • Guest
    • April 8, 2002

22. help

    By Guest oleg, April 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 8, 2002

23. Amendment timing

    By dmb, April 5, 2002
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 5, 2002

24. Related Employer Issue

    By bdeancpa, April 4, 2002
    • 0 replies
    • 1.3k views
    • 
    • bdeancpa
    • April 4, 2002

25. Is it or isn't it an ASG???

    By dmb, April 4, 2002
    • 0 replies
    • 1.2k views
    • 
    • dmb
    • April 4, 2002

26. Earned Income for Partner in Multiple Partnerships

    By SMB, April 3, 2002
    • 1 reply
    • 1.1k views
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    • R. Butler
    • April 4, 2002

27. Deductibility of contribution in excess of 415

    By Richard Anderson, December 13, 2001
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • April 1, 2002

28. S Corp dividends paid to Profit Sharing Trust

    By dmb, March 26, 2002
    • 13 replies
    • 3.7k views
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    • Kirk Maldonado
    • March 29, 2002

29. nondeductible contribution

    By Belgarath, March 27, 2002
    • 10 replies
    • 2.9k views
    • 
    • Belgarath
    • March 28, 2002

30. two year eligibility / rehire

    By Tom Poje, March 27, 2002
    • 2 replies
    • 1.8k views
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    • R. Butler
    • March 27, 2002

31. Retirement Health Plans - SPDs

    By PhilB, March 26, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 27, 2002

32. Special Provisions for New Hire

    By Guest pension222, March 25, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 26, 2002

33. Company Defined Contribution and Defined Benefit Plan

    By Guest dhoefer, March 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • March 25, 2002

34. qualifying trusts

    By Guest sabecker, March 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 25, 2002

35. Multi-Employer Worker Benefit Plan Software Needed

    By Guest Terri Jackson, March 22, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 22, 2002

36. target benefit plan contribution

    By Ervin Barham, March 20, 2002
    • 5 replies
    • 2.4k views
    • 
    • AndyH
    • March 22, 2002

37. Summary of Material Modification?

    By chris, March 22, 2002
    • 1 reply
    • 1.7k views
    • 
    • KJohnson
    • March 22, 2002

38. Former Spouse as Beneficiary of Life Insurance Policy Held by Plan

    By Christine Roberts, March 14, 2002
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • March 20, 2002

39. Privacy

    By Guest wendycatherine, March 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 19, 2002

40. Distribution as a contribution

    By Sully, March 15, 2002
    • 3 replies
    • 1.5k views
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    • Belgarath
    • March 15, 2002

41. Employer deducting money from check-without "reason"

    By Guest brink, March 5, 2002
    • 4 replies
    • 1.8k views
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    • mbozek
    • March 14, 2002

42. Voluntary change to cash balance plan: how does one decide?

    By Guest Franklin Evans, March 13, 2002
    • 1 reply
    • 1.3k views
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    • MGB
    • March 14, 2002

43. 414(s) compensation test

    By Guest H.J., March 12, 2002
    • 0 replies
    • 2.1k views
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    • Guest
    • March 12, 2002

44. Davis Bacon Plans

    By Guest AHayhow, March 12, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • March 12, 2002

45. New Comparability Plans for Sole Props

    By Guest brunkcb, March 11, 2002
    • 1 reply
    • 1.3k views
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    • Mike Preston
    • March 11, 2002

46. Ownership attribution - children to parents

    By maverick, March 10, 2002
    • 5 replies
    • 2.4k views
    • 
    • Mike Preston
    • March 11, 2002

47. Advice for my buisness

    By Guest Cody75, March 4, 2002
    • 7 replies
    • 2.2k views
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    • Guest
    • March 8, 2002

48. Annuity Purchase Rates

    By imchipbrown, March 1, 2002
    • 2 replies
    • 1.5k views
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    • imchipbrown
    • March 2, 2002

49. Statement of Statutory Accounting Principles #8

    By Guest meggie, April 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 27, 2002

50. QSLOBs

    By dmb, February 26, 2002
    • 6 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2002