Retirement Plans in General

5,829 topics in this forum

1. Controlled Group Issue

   By dmb, August 23, 2002
   • 1 reply
   • 1.3k views
   • 
   • BeckyMiller
   • August 23, 2002

2. question 6 on form 5307

   By Guest rhp, August 23, 2002
   • 1 reply
   • 1.3k views
   • 
   • jaemmons
   • August 23, 2002

3. Illiquid Asset in PSP to 401(k) Conversion

   By Christine Roberts, August 22, 2002
   • 1 reply
   • 1.8k views
   • 
   • mbozek
   • August 23, 2002

4. FreeERISA.com

   By JanetM, August 20, 2002
   • 2 replies
   • 2.3k views
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   • JanetM
   • August 20, 2002

5. Setting up a SIMPLE IRA plan after a 401(k) plan is terminated.

   By katieinny, August 16, 2002
   • 2 replies
   • 1.5k views
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   • mbozek
   • August 16, 2002

6. 415 Suspense Account / Rev. Rul. 2001-51

   By Guest lawkid, August 15, 2002
   • 3 replies
   • 5.9k views
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   • Mike Preston
   • August 16, 2002

7. Combining Davis Bacon Plans

   By Guest yukon, August 14, 2002
   • 1 reply
   • 1.3k views
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   • jaemmons
   • August 15, 2002

8. Excess contribution to Money Purchase

   By Guest deathbycashcall, August 7, 2002
   • 5 replies
   • 2.4k views
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   • Guest
   • August 14, 2002

9. Freeze MPPP

   By chris, August 12, 2002
   • 5 replies
   • 1.6k views
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   • jaemmons
   • August 13, 2002

10. Allocation of Forfeitures for a re-hired participant

    By dmb, August 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • August 12, 2002

11. Multiple Employer Plan Contributions

    By Guest Callan, August 6, 2002
    • 2 replies
    • 2.3k views
    • 
    • alanm
    • August 12, 2002

12. Affiliated Service Group Issue

    By Guest JeffDixon, August 9, 2002
    • 9 replies
    • 4.2k views
    • 
    • Guest
    • August 9, 2002

13. Employee Leasing for very small company?

    By Guest FREE401k, August 5, 2002
    • 1 reply
    • 1.8k views
    • 
    • GBurns
    • August 7, 2002

14. Death of the MPPP?

    By Guest bdb, June 28, 2001
    • 22 replies
    • 5.6k views
    • 
    • Guest
    • August 6, 2002

15. Leased Employees/Plan Design

    By Cathy from Chicago, August 6, 2002
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • August 6, 2002

16. Help to clarify break in service rules

    By jkharvey, August 5, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 6, 2002

17. CPA firms performing both TPA functions and doing the audit.

    By R. Butler, August 6, 2002
    • 2 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • August 6, 2002

18. What is best retirement plan option for someone who has a small busine

    By Guest MapleONE, August 5, 2002
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • August 6, 2002

19. top heavy minimum

    By Guest rhp, July 29, 2002
    • 3 replies
    • 1.5k views
    • 
    • actuarysmith
    • July 30, 2002

20. Vesting Change

    By dmb, July 30, 2002
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • July 30, 2002

21. Husband owns 6.4%, Wife owns 39.82% . . . whose ownership %?

    By Guest LWilson, July 29, 2002
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • July 29, 2002

22. General Fund to Directed Investment to General Fund

    By chris, July 26, 2002
    • 0 replies
    • 1.2k views
    • 
    • chris
    • July 26, 2002

23. User fee waived?

    By R. Butler, July 26, 2002
    • 3 replies
    • 1.5k views
    • 
    • actuarysmith
    • July 26, 2002

24. Withdrawn Regulations

    By smm, July 24, 2002
    • 3 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • July 25, 2002

25. Exception to Antiassignment Rule

    By Guest merlin, July 23, 2002
    • 4 replies
    • 3k views
    • 
    • jpod
    • July 24, 2002

26. May vesting service (with 1,000 hours) be granted on the date of termi

    By John A, July 18, 2002
    • 2 replies
    • 2.3k views
    • 
    • E as in ERISA
    • July 23, 2002

27. Nondiscrim Testing - Timing Question

    By Guest HarveyC, July 19, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 19, 2002

28. Beneficiary for Participant w/ New Spouse

    By DP, July 18, 2002
    • 5 replies
    • 2.7k views
    • 
    • mbozek
    • July 19, 2002

29. Cut-back question

    By J2D2, July 17, 2002
    • 15 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • July 18, 2002

30. Vesting for New Hires

    By Guest Cbanarer, July 10, 2002
    • 5 replies
    • 4.4k views
    • 
    • Tom Poje
    • July 16, 2002

31. Sole Proprietor comp with forfeitures

    By Guest Cbanarer, July 15, 2002
    • 1 reply
    • 3.2k views
    • 
    • Mike Preston
    • July 16, 2002

32. self-directed accounts

    By eilano, July 11, 2002
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • July 11, 2002

33. Rehired former participants & beginning of the year participant co

    By R. Butler, July 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Richard Anderson
    • July 9, 2002

34. Retirement plans

    By Guest R Hayes, July 9, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • July 9, 2002

35. Small Employer Startup Tax Credits

    By perkinsran, July 8, 2002
    • 1 reply
    • 1.7k views
    • 
    • R. Butler
    • July 8, 2002

36. Prohibited transaction?

    By R. Butler, July 1, 2002
    • 16 replies
    • 4.4k views
    • 
    • Kirk Maldonado
    • July 2, 2002

37. Permitted Disparity

    By chris, July 2, 2002
    • 1 reply
    • 1.5k views
    • 
    • chris
    • July 2, 2002

38. Need TPA info.

    By chris, June 21, 2002
    • 8 replies
    • 2k views
    • 
    • Guest
    • July 1, 2002

39. ERISA 204(h) notice

    By thepensionmaven, June 28, 2002
    • 1 reply
    • 3.4k views
    • 
    • RCK
    • June 28, 2002

40. Franchised corporation exclusion???

    By jaemmons, June 19, 2002
    • 0 replies
    • 1.7k views
    • 
    • jaemmons
    • June 19, 2002

41. Real Estate-Prohibited Transaction?

    By Guest William Lehman, December 18, 1998
    • 7 replies
    • 2.4k views
    • 
    • mbozek
    • June 19, 2002

42. Forfeiture contributions used to reduce contribution. HELP!

    By Guest EPS, June 15, 2002
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • June 18, 2002

43. 404(c) compliant?

    By Guest TrustMe401k, June 18, 2002
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • June 18, 2002

44. Change In Pension Plan Calculation

    By Guest slick1, June 8, 2002
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • June 16, 2002

45. Top Heavy Plan Aggregation

    By MarZDoates, June 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • Richard Anderson
    • June 14, 2002

46. Partnership allocation of safe harbor contribution

    By Guest KMP, June 13, 2002
    • 2 replies
    • 2.9k views
    • 
    • Mary Kay Foss
    • June 14, 2002

47. LLC member "opting out" of PSP

    By SMB, May 30, 2002
    • 1 reply
    • 1.7k views
    • 
    • jaemmons
    • June 13, 2002

48. required contribution & bankrupt plan sponsor

    By eilano, June 10, 2002
    • 4 replies
    • 2.5k views
    • 
    • mbozek
    • June 11, 2002

49. Bank CD rates in qualified plans

    By Guest TrustMe401k, May 30, 2002
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • June 4, 2002

50. Incorrect Vesting % on Annual Statements

    By chris, June 3, 2002
    • 2 replies
    • 2.1k views
    • 
    • chris
    • June 4, 2002