Retirement Plans in General

5,750 topics in this forum

1. "Non-trusteed" plan????

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

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

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

3. limiting compensation in a profit sharing plan

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

4. Partnerships and K-1 Income

   By dmb, July 27, 2001
   • 5 replies
   • 1.6k views
   • 
   • Earl
   • February 22, 2002

5. Controlled groups and separate plans

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

6. Top Heavy aggregation with SIMPLE IRA

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

7. Consequences of failure to fund profit sharing plan

   By Guest Theresa, January 6, 2000
   • 8 replies
   • 3.1k views
   • 
   • mbozek
   • February 19, 2002

8. Age Weighted Plan document

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

9. partners & leasing organization

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

10. Alternatives to minimum funding requirements

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

11. §415(c) Contribution Limits for DC plans

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

12. IRS User Fees

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

13. 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

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

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

15. 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

16. 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

17. Abandoned Plan Distribution Rules

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

18. Reversion of Plan Assets

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

19. Plan deposits and withdrawals - turnaround times

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

20. PEO and 401(k) Plan

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

21. Seeking guidance on Profit Sharing Plan with leased employees

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

22. "LEO" Plan??

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

23. 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

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

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

25. Treatment of rank and file if plan is disqualifed

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

26. 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

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

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

28. 2 DC Plans

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

29. self direction of account

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

30. Short limitation period when plan year is changed - am I reading reg c

    By John A, January 15, 2002
    • 0 replies
    • 1.4k views
    • 
    • John A
    • January 15, 2002

31. Short limitation period in 2002 - pre-EGTRRA or post-EGTRRA?

    By John A, January 15, 2002
    • 0 replies
    • 1.3k views
    • 
    • John A
    • January 15, 2002

32. davis bacon plans

    By MJ Hartman, January 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • jaemmons
    • January 14, 2002

33. Is Fund Required to Report UBTI to a Tax-Exempt Entity?

    By Guest Edward McElroy, January 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • January 14, 2002

34. Compensation used for Deduction

    By Guest lforesz, January 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 12, 2002

35. QSERP Benefits for Former HCEs

    By Guest HarveyC, January 11, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 11, 2002

36. Termination date when participant receives severence pay.

    By Guest SPOT, January 7, 2002
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • January 9, 2002

37. Not really retirement plan specific question. Need a copy of an old I

    By jkharvey, January 4, 2002
    • 3 replies
    • 1.4k views
    • 
    • GBurns
    • January 9, 2002

38. Missing Documents? Idea's?

    By Erik Read, January 3, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • January 8, 2002

39. Catch-up contributions

    By Guest slt, November 7, 2001
    • 20 replies
    • 3.8k views
    • 
    • BeckyMiller
    • January 7, 2002

40. 100% of Plan Assets in Annuity Contract

    By chris, January 7, 2002
    • 2 replies
    • 1.5k views
    • 
    • chris
    • January 7, 2002

41. Eligibility Question

    By bzorc, January 4, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • January 5, 2002

42. Multiple plans - with sole proprietors

    By Guest SteveHample, January 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 4, 2002

43. MP Merged in PS Plan

    By pbarrett, November 9, 2001
    • 28 replies
    • 4.8k views
    • 
    • KJohnson
    • December 31, 2001

44. Timing of restating a money purchase plan to a ps plan-

    By pbarrett, December 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • December 28, 2001

45. "Stark" regulations

    By Belgarath, December 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Belgarath
    • December 27, 2001

46. Plan Amendments

    By Guest JPAdmin, December 27, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 27, 2001

47. Responsibility for maintaining plan document after client leaves??

    By maverick, December 21, 2001
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • December 27, 2001

48. 415(e) Repeal When Plan Frozen Prior to Repeal Effective Date?

    By Christine Roberts, December 21, 2001
    • 4 replies
    • 1.6k views
    • 
    • mwyatt
    • December 23, 2001

49. Portability after EGTRRA

    By wmyer, November 29, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 21, 2001

50. Excluded Stock in Controlled Group Determination

    By Guest lforesz, December 17, 2001
    • 3 replies
    • 3.2k views
    • 
    • jaemmons
    • December 20, 2001