Retirement Plans in General

5,750 topics in this forum

1. Top Heavy Minimums and Excluded Classes of Employees

   By mwyatt, April 21, 1999
   • 3 replies
   • 2.9k views
   • 
   • mwyatt
   • December 20, 2001

2. 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

3. Trust ID numbers

   By Guest Mike Kimball, October 22, 1999
   • 6 replies
   • 2k views
   • 
   • Guest
   • December 14, 2001

4. After-tax distributions

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

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

   By Belgarath, December 11, 2001
   • 4 replies
   • 1.4k views
   • 
   • Belgarath
   • December 13, 2001

6. 415 limit $35,000 or $40,000?

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

7. Social Security Wage Base

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

8. Annuity benefit when merging money purchase and p/s plans.

   By Guest Thornton, September 13, 2001
   • 5 replies
   • 2.5k views
   • 
   • Guest
   • December 12, 2001

9. Forfeitures/re-hired employee

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

10. Keogh plan and 401(k)

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

11. Choice of whether or not to self direct.

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

12. "Conversion" of MP plan to a 401(k) PS plan

    By Guest Kelly Igel, July 23, 2001
    • 17 replies
    • 6.2k views
    • 
    • Guest
    • December 11, 2001

13. User fees

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

14. Denied eligibility after a certain age

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

15. State income taxes on retirement plan participants due to amending the

    By Dave Baker, December 7, 2001
    • 3 replies
    • 2.1k views
    • 
    • Erik Read
    • December 10, 2001

16. Orphan Plan?

    By Guest AFRICA6796, November 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • Erik Read
    • December 10, 2001

17. Would rollover from conduit IRA delay required minimum distribution?

    By Guest SSCARO, December 4, 2001
    • 3 replies
    • 2.1k views
    • 
    • Appleby
    • December 10, 2001

18. When do the provisions of a plan amendment changing eligibility and ve

    By Guest D. Neuhauser, December 7, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • December 8, 2001

19. Can an RMD based on an IRA balance be satisfied by taking the required

    By Guest Kathleen Fouquet, November 30, 2001
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • December 7, 2001

20. Multiple Profit Sharing Plans for a Single Person: Problems?

    By Guest reg_h2b, December 4, 2001
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • December 6, 2001

21. Amendment to Change Plan/Trust Year

    By chris, December 3, 1998
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • December 5, 2001

22. Service Agreement (trustee and employer)

    By Guest MNR, December 5, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 5, 2001

23. MP Mergers

    By pbarrett, December 3, 2001
    • 0 replies
    • 1.2k views
    • 
    • pbarrett
    • December 3, 2001

24. Sub- S "bonus" used for contribution

    By thepensionmaven, December 1, 2001
    • 0 replies
    • 1.3k views
    • 
    • thepensionmaven
    • December 1, 2001

25. Insurance Incidental Limits

    By Craig Schiller, November 30, 2001
    • 0 replies
    • 1.3k views
    • 
    • Craig Schiller
    • November 30, 2001

26. New (old?) Planning concept

    By bzorc, November 30, 2001
    • 0 replies
    • 1.2k views
    • 
    • bzorc
    • November 30, 2001

27. Notice Requirements Applicable When Money Purchase Plan is Merged into

    By Guest Edward McElroy, November 28, 2001
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • November 29, 2001

28. Davis-Bacon plan

    By Guest PMiller, November 19, 2001
    • 2 replies
    • 2.6k views
    • 
    • IRC401
    • November 29, 2001

29. Prohibited Transaction/ERISA Violation?

    By lkpittman, November 27, 2001
    • 3 replies
    • 1.8k views
    • 
    • lkpittman
    • November 28, 2001

30. Life insurance premium payments

    By Guest cascigm, November 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • November 28, 2001

31. Prevailing wage plans

    By R. Butler, November 28, 2001
    • 0 replies
    • 1.2k views
    • 
    • R. Butler
    • November 28, 2001

32. Dissolved Corporation as Plan Sponsor

    By Guest Patrick Foley, November 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 27, 2001

33. Amending a plan to forfeit immediately instead of holding forfeited ba

    By AndyT, August 25, 2000
    • 7 replies
    • 2.2k views
    • 
    • AndyT
    • November 27, 2001

34. Ogden Utah address

    By John A, November 27, 2001
    • 0 replies
    • 1.5k views
    • 
    • John A
    • November 27, 2001

35. Money Purchase Plan needed?

    By Guest TrustMe401k, November 20, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • November 21, 2001

36. Top Heavy Plan

    By Guest SPOT, November 21, 2001
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • November 21, 2001

37. Job hopping in a Controlled Group

    By KateSmithPA, November 14, 2001
    • 2 replies
    • 2k views
    • 
    • jaemmons
    • November 15, 2001

38. waiver of money purchase plan minimum funding for 1 plan year

    By maverick, November 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • November 15, 2001

39. One Participant Retirement Plan

    By Guest John Sample, November 13, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 13, 2001

40. Affiliated Service Group ?

    By Guest merlin, November 12, 2001
    • 4 replies
    • 2.1k views
    • 
    • Belgarath
    • November 13, 2001

41. Gramm-Leach-Bliley application to retirement plans

    By Guest Darrell, September 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • JWK
    • November 13, 2001

42. Affiliated Service Group???

    By jaemmons, November 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • jaemmons
    • November 13, 2001

43. PEO's

    By Belgarath, November 8, 2001
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • November 13, 2001

44. From 5300 - Demo 9

    By Guest slt, November 10, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 12, 2001

45. Bad Boy Clauses

    By Guest erisafried, November 9, 2001
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • November 9, 2001

46. Can a DB Plan Accept a rollover?

    By LCARUSI, November 11, 1998
    • 3 replies
    • 2.2k views
    • 
    • JWK
    • November 9, 2001

47. Mistake made in amount paid out to terminated participant

    By Guest Suzanne Bernhardt, November 9, 2001
    • 5 replies
    • 2k views
    • 
    • R. Butler
    • November 9, 2001

48. GATT Rate

    By Guest cheral, November 8, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • November 9, 2001

49. Solve plan amending requirement by switching to prototype plan?

    By Guest Frank Young, November 8, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 8, 2001

50. Do you need to adjust compensation for family members of HCE to calcul

    By Guest Suzanne Bernhardt, November 8, 2001
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 8, 2001