Retirement Plans in General

5,761 topics in this forum

1. Joint 50% Surviving Spouse option

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

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

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

3. Reasonable Classification and 410(b)

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

4. Simple IRA's and Control Groups

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

5. Real Estate purchase

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

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

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

7. FRS 17 - new UK accounting standard

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

8. Prohibited Transaction Question

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

9. insurance value in retirement plan

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

10. Trust Agreements in Prototype Plans

    By Guest LLandau, February 18, 2002
    • 3 replies
    • 4k views
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    • Guest
    • May 6, 2002

11. Workers Compensation and Vesting

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

12. $64,000 question -- it this a top heavy plan

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

13. Controlled group without ownership?

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

14. Average Benefits Test - Multiple Plans

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

15. 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

16. One Time Irrevocable Elections

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

17. 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

18. Vesting in Collectively Bargained Plans

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

19. time frame for filing suit

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

20. 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

21. 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

22. 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

23. early withdrawal

    By Guest OngM, January 28, 2001
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • April 19, 2002

24. Short Plan Year - Excludable Employees?

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

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

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

26. General Nondiscrimanation Test for Retirees

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

27. 1035 exchange in qualified plan?

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

28. 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

29. LLC and SIMPLE IRA

    By Guest carolyny, April 12, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • April 12, 2002

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

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

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

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

32. Offshore Investments for Retirement & Savings Plans

    By Guest Ann Clinton, April 8, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 8, 2002

33. help

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

34. Amendment timing

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

35. Related Employer Issue

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

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

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

37. 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

38. Deductibility of contribution in excess of 415

    By Richard Anderson, December 13, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • April 1, 2002

39. 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

40. nondeductible contribution

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

41. two year eligibility / rehire

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

42. Retirement Health Plans - SPDs

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

43. Special Provisions for New Hire

    By Guest pension222, March 25, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2002

44. Company Defined Contribution and Defined Benefit Plan

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

45. qualifying trusts

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

46. Multi-Employer Worker Benefit Plan Software Needed

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

47. target benefit plan contribution

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

48. Summary of Material Modification?

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

49. 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

50. Privacy

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