Retirement Plans in General

5,772 topics in this forum

1. Plan assets discovered long after plan terminated.

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

2. Form 5330

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

3. subchapter S corps and compensation

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

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

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

5. retirement credited service date

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

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

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

7. Target Benefit Plans

   By Guest 91smithie, May 17, 2002
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • May 17, 2002

8. Retroactive Amendment

   By R. Butler, May 15, 2002
   • 13 replies
   • 4.6k views
   • 
   • Mike Preston
   • May 17, 2002

9. Forfeitures held in suspense

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

10. 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

11. MP conversion to profit sharing

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

12. Joint 50% Surviving Spouse option

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

13. 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

14. Reasonable Classification and 410(b)

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

15. Simple IRA's and Control Groups

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

16. Real Estate purchase

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

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

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

18. FRS 17 - new UK accounting standard

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

19. Prohibited Transaction Question

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

20. insurance value in retirement plan

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

21. Trust Agreements in Prototype Plans

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

22. Workers Compensation and Vesting

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

23. $64,000 question -- it this a top heavy plan

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

24. Controlled group without ownership?

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

25. Average Benefits Test - Multiple Plans

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

26. Is this an affiliated service group?

    By KateSmithPA, April 24, 2002
    • 6 replies
    • 1.7k views
    • 
    • Mike Preston
    • April 30, 2002

27. One Time Irrevocable Elections

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

28. 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

29. Vesting in Collectively Bargained Plans

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

30. time frame for filing suit

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

31. 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

32. NJ and EGTRRA (not perfect together)

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

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

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

34. early withdrawal

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

35. Short Plan Year - Excludable Employees?

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

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

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

37. General Nondiscrimanation Test for Retirees

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

38. 1035 exchange in qualified plan?

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

39. Deductibility of contributions for S-Corp

    By Guest TracyAndrews, April 5, 2002
    • 14 replies
    • 9.9k views
    • 
    • Guest
    • April 12, 2002

40. LLC and SIMPLE IRA

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

41. 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

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

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

43. Offshore Investments for Retirement & Savings Plans

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

44. help

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

45. Amendment timing

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

46. Related Employer Issue

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

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

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

48. Earned Income for Partner in Multiple Partnerships

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

49. Deductibility of contribution in excess of 415

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

50. S Corp dividends paid to Profit Sharing Trust

    By dmb, March 26, 2002
    • 13 replies
    • 3.8k views
    • 
    • Kirk Maldonado
    • March 29, 2002