Retirement Plans in General

5,751 topics in this forum

1. qualifying trusts

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

2. Company Defined Contribution and Defined Benefit Plan

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

3. Multi-Employer Worker Benefit Plan Software Needed

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

4. Summary of Material Modification?

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

5. Salary Deferral DB Plan?

   By Christine Roberts, March 21, 2002
   • 15 replies
   • 2.4k views
   • 
   • mbozek
   • September 17, 2002

6. target benefit plan contribution

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

7. Privacy

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

8. Distribution as a contribution

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

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

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

10. 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

11. 414(s) compensation test

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

12. Davis Bacon Plans

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

13. New Comparability Plans for Sole Props

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

14. Ownership attribution - children to parents

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

15. 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

16. Advice for my buisness

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

17. Annuity Purchase Rates

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

18. Administrative Software

    By Guest Joost Revis, February 26, 2002
    • 7 replies
    • 2.7k views
    • 
    • maverick
    • December 17, 2002

19. QSLOBs

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

20. "Non-trusteed" plan????

    By maverick, February 25, 2002
    • 3 replies
    • 2.2k views
    • 
    • jpod
    • February 25, 2002

21. limiting compensation in a profit sharing plan

    By Guest Elizabeth Gaskins, February 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 22, 2002

22. Controlled groups and separate plans

    By bzorc, February 21, 2002
    • 1 reply
    • 1.7k views
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    • mbozek
    • February 21, 2002

23. Top Heavy aggregation with SIMPLE IRA

    By AndrewZ, February 21, 2002
    • 1 reply
    • 2.4k views
    • 
    • Mike Preston
    • February 21, 2002

24. partners & leasing organization

    By eilano, February 18, 2002
    • 0 replies
    • 1.4k views
    • 
    • eilano
    • February 18, 2002

25. Trust Agreements in Prototype Plans

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

26. Alternatives to minimum funding requirements

    By eilano, February 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • February 14, 2002

27. Age Weighted Plan document

    By R. Butler, February 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • February 19, 2002

28. IRS User Fees

    By Archimage, February 12, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 13, 2002

29. What documentation is required to amend Money Purchase to Profit Shari

    By Lynn Campbell, February 11, 2002
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • February 13, 2002

30. §415(c) Contribution Limits for DC plans

    By Guest JJERS, February 11, 2002
    • 4 replies
    • 1.7k views
    • 
    • Belgarath
    • February 14, 2002

31. Payable from Plan Assets: Seminar and Trade Association Fees?

    By Guest dsilver, February 11, 2002
    • 2 replies
    • 1.5k views
    • 
    • KJohnson
    • February 13, 2002

32. SCAM - this is a link to a topic on the 401k board

    By Erik Read, February 7, 2002
    • 0 replies
    • 1.4k views
    • 
    • Erik Read
    • February 7, 2002

33. Treatment of MP plan's forfeitures when MP plan merges into PS plan

    By Guest Kelly Igel, February 6, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 8, 2002

34. Reversion of Plan Assets

    By Guest LoloV, February 4, 2002
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • February 5, 2002

35. Plan deposits and withdrawals - turnaround times

    By Guest bmurphy, February 4, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 4, 2002

36. Eliminating benefit options.

    By Guest Kathleen Fouquet, January 31, 2002
    • 17 replies
    • 3.3k views
    • 
    • katieinny
    • January 22, 2003

37. PEO and 401(k) Plan

    By eilano, January 31, 2002
    • 1 reply
    • 2.1k views
    • 
    • BFree
    • January 31, 2002

38. Seeking guidance on Profit Sharing Plan with leased employees

    By Guest CaymanDM, January 30, 2002
    • 3 replies
    • 1.7k views
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    • Archimage
    • January 30, 2002

39. "LEO" Plan??

    By Guest CJK, January 28, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • January 30, 2002

40. participant damages from overdistribution

    By Guest carolyny, January 26, 2002
    • 21 replies
    • 4.6k views
    • 
    • mbozek
    • April 17, 2003

41. Can a canadian company establish a US retirement plan?

    By Guest skim3011, January 24, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 25, 2002

42. Top-heavy test - officer - determining number of employees in a year

    By John A, January 24, 2002
    • 7 replies
    • 2.4k views
    • 
    • John A
    • January 28, 2002

43. Treatment of rank and file if plan is disqualifed

    By Guest BobParks, January 24, 2002
    • 5 replies
    • 1.6k views
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    • KJohnson
    • January 24, 2002

44. Abandoned Plan Distribution Rules

    By Guest mmacer, January 23, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 7, 2002

45. 204(h) notice required for conversion from MP to 401(k) PS?

    By billfgrady, January 23, 2002
    • 2 replies
    • 1.8k views
    • 
    • billfgrady
    • January 23, 2002

46. 2 DC Plans

    By mming, January 22, 2002
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • January 22, 2002

47. How do you calculating annual additions while merging plans?

    By stephen, January 22, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 23, 2002

48. EGTRRA and 411(d)(6) for Profit sharing plans

    By AndyH, January 21, 2002
    • 8 replies
    • 2.1k views
    • 
    • AndyH
    • February 25, 2002

49. Top Heavy Testing 12/31/01 Determination Date

    By Guest dll, January 21, 2002
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • May 23, 2002

50. self direction of account

    By eilano, January 16, 2002
    • 6 replies
    • 2k views
    • 
    • Guest
    • January 21, 2002