Retirement Plans in General

5,772 topics in this forum

1. Is this an affiliated service group?

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

2. 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

3. Short Plan Year - Excludable Employees?

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

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

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

5. General Nondiscrimanation Test for Retirees

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

6. 1035 exchange in qualified plan?

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

7. LLC and SIMPLE IRA

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

8. 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

9. Offshore Investments for Retirement & Savings Plans

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

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

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

11. help

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

12. Deductibility of contributions for S-Corp

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

13. Amendment timing

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

14. Related Employer Issue

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

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

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

16. Earned Income for Partner in Multiple Partnerships

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

17. nondeductible contribution

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

18. two year eligibility / rehire

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

19. S Corp dividends paid to Profit Sharing Trust

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

20. Retirement Health Plans - SPDs

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

21. Special Provisions for New Hire

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

22. qualifying trusts

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

23. Company Defined Contribution and Defined Benefit Plan

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

24. Multi-Employer Worker Benefit Plan Software Needed

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

25. Summary of Material Modification?

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

26. Salary Deferral DB Plan?

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

27. target benefit plan contribution

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

28. Privacy

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

29. Distribution as a contribution

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

30. 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

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

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

32. 414(s) compensation test

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

33. Davis Bacon Plans

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

34. New Comparability Plans for Sole Props

    By Guest brunkcb, March 11, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 11, 2002

35. Ownership attribution - children to parents

    By maverick, March 10, 2002
    • 5 replies
    • 2.5k views
    • 
    • Mike Preston
    • March 11, 2002

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

    By Guest brink, March 5, 2002
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • March 14, 2002

37. Advice for my buisness

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

38. Annuity Purchase Rates

    By imchipbrown, March 1, 2002
    • 2 replies
    • 1.6k views
    • 
    • imchipbrown
    • March 2, 2002

39. Administrative Software

    By Guest Joost Revis, February 26, 2002
    • 7 replies
    • 2.8k views
    • 
    • maverick
    • December 17, 2002

40. QSLOBs

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

41. "Non-trusteed" plan????

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

42. limiting compensation in a profit sharing plan

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

43. Controlled groups and separate plans

    By bzorc, February 21, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • February 21, 2002

44. Top Heavy aggregation with SIMPLE IRA

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

45. partners & leasing organization

    By eilano, February 18, 2002
    • 0 replies
    • 1.5k views
    • 
    • eilano
    • February 18, 2002

46. Trust Agreements in Prototype Plans

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

47. Alternatives to minimum funding requirements

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

48. Age Weighted Plan document

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

49. IRS User Fees

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

50. 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