Retirement Plans in General

5,772 topics in this forum

1. §415(c) Contribution Limits for DC plans

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

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

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

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

   By Erik Read, February 7, 2002
   • 0 replies
   • 1.5k views
   • 
   • Erik Read
   • February 7, 2002

4. 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

5. Reversion of Plan Assets

   By Guest LoloV, February 4, 2002
   • 1 reply
   • 2k views
   • 
   • QDROphile
   • February 5, 2002

6. Plan deposits and withdrawals - turnaround times

   By Guest bmurphy, February 4, 2002
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • February 4, 2002

7. Eliminating benefit options.

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

8. PEO and 401(k) Plan

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

9. Seeking guidance on Profit Sharing Plan with leased employees

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

10. "LEO" Plan??

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

11. participant damages from overdistribution

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

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

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

13. 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

14. Treatment of rank and file if plan is disqualifed

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

15. Abandoned Plan Distribution Rules

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

16. 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

17. 2 DC Plans

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

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

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

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

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

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

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

21. self direction of account

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

22. 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

23. 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

24. 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

25. Compensation used for Deduction

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

26. davis bacon plans

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

27. QSERP Benefits for Former HCEs

    By Guest HarveyC, January 11, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 11, 2002

28. 100% of Plan Assets in Annuity Contract

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

29. Termination date when participant receives severence pay.

    By Guest SPOT, January 7, 2002
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • January 9, 2002

30. Eligibility Question

    By bzorc, January 4, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 5, 2002

31. 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

32. Missing Documents? Idea's?

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

33. Multiple plans - with sole proprietors

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

34. 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

35. "Stark" regulations

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

36. Plan Amendments

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

37. 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

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

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

39. Excluded Stock in Controlled Group Determination

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

40. Employer Reimbursed by Trust Assets for Payment of Administrative Expe

    By Guest Edward McElroy, December 17, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 17, 2001

41. After-tax distributions

    By Guest slt, December 14, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 14, 2001

42. Deductibility of contribution in excess of 415

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

43. Social Security Wage Base

    By david rigby, December 12, 2001
    • 0 replies
    • 2.9k views
    • 
    • david rigby
    • December 12, 2001

44. 415 limit $35,000 or $40,000?

    By Lynn Campbell, December 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • December 12, 2001

45. Keogh plan and 401(k)

    By Guest Trirod, December 12, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 12, 2001

46. Choice of whether or not to self direct.

    By R. Butler, December 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • December 11, 2001

47. DB plan combined with 403(b) in 2002

    By Belgarath, December 11, 2001
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • December 13, 2001

48. Forfeitures/re-hired employee

    By Lynn Campbell, December 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 12, 2001

49. User fees

    By david rigby, December 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • david rigby
    • December 10, 2001

50. Denied eligibility after a certain age

    By Guest Ben S, December 10, 2001
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • December 10, 2001