Retirement Plans in General

5,772 topics in this forum

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

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

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

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

3. Service Agreement (trustee and employer)

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

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

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

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

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

6. MP Mergers

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

7. Sub- S "bonus" used for contribution

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

8. Insurance Incidental Limits

   By Craig Schiller, November 30, 2001
   • 0 replies
   • 1.4k views
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   • Craig Schiller
   • November 30, 2001

9. New (old?) Planning concept

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

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

    By Guest Kathleen Fouquet, November 30, 2001
    • 2 replies
    • 1.4k views
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    • Appleby
    • December 7, 2001

11. Portability after EGTRRA

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

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

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

13. Life insurance premium payments

    By Guest cascigm, November 28, 2001
    • 1 reply
    • 1.7k views
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    • Belgarath
    • November 28, 2001

14. Orphan Plan?

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

15. Prevailing wage plans

    By R. Butler, November 28, 2001
    • 0 replies
    • 1.3k views
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    • R. Butler
    • November 28, 2001

16. Dissolved Corporation as Plan Sponsor

    By Guest Patrick Foley, November 27, 2001
    • 0 replies
    • 1.9k views
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    • Guest
    • November 27, 2001

17. Prohibited Transaction/ERISA Violation?

    By lkpittman, November 27, 2001
    • 3 replies
    • 1.9k views
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    • lkpittman
    • November 28, 2001

18. Ogden Utah address

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

19. Top Heavy Plan

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

20. Money Purchase Plan needed?

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

21. Davis-Bacon plan

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

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

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

23. Job hopping in a Controlled Group

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

24. One Participant Retirement Plan

    By Guest John Sample, November 13, 2001
    • 1 reply
    • 1.8k views
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    • Guest
    • November 13, 2001

25. Affiliated Service Group???

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

26. Affiliated Service Group ?

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

27. From 5300 - Demo 9

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

28. Bad Boy Clauses

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

29. MP Merged in PS Plan

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

30. Mistake made in amount paid out to terminated participant

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

31. GATT Rate

    By Guest cheral, November 8, 2001
    • 1 reply
    • 2.1k views
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    • Guest
    • November 9, 2001

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

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

33. PEO's

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

34. 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

35. Catch-up contributions

    By Guest slt, November 7, 2001
    • 20 replies
    • 3.9k views
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    • BeckyMiller
    • January 7, 2002

36. Leased Employer

    By dmb, November 7, 2001
    • 0 replies
    • 1.3k views
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    • dmb
    • November 7, 2001

37. Can partner participant write a personal check for discretionary PSP c

    By Moe Howard, November 7, 2001
    • 1 reply
    • 1.5k views
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    • Erik Read
    • November 7, 2001

38. USERRA and State Law

    By Guest slt, November 7, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • November 7, 2001

39. Merger and Partial Plan Termination

    By PMC, November 6, 2001
    • 2 replies
    • 1.8k views
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    • david rigby
    • November 7, 2001

40. Vesting Cutback Conundrum

    By Christine Roberts, November 6, 2001
    • 1 reply
    • 1.4k views
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    • rcline46
    • November 6, 2001

41. The Non Rollables

    By Jed Macy, November 3, 2001
    • 0 replies
    • 1.4k views
    • 
    • Jed Macy
    • November 3, 2001

42. Document Production

    By ccassetty, November 2, 2001
    • 2 replies
    • 1.5k views
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    • ccassetty
    • November 5, 2001

43. Are forfeiture restorations counted as employer contriubtions for any

    By John A, November 2, 2001
    • 1 reply
    • 1.5k views
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    • wmyer
    • November 2, 2001

44. Return of contribution

    By dmb, November 1, 2001
    • 1 reply
    • 1.4k views
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    • MGB
    • November 1, 2001

45. Top-Heavy contribution due date when plan year and tax year are differ

    By John A, October 30, 2001
    • 1 reply
    • 2k views
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    • Guest
    • October 30, 2001

46. Retroactive Plan Amendment

    By Guest bogart126, October 30, 2001
    • 2 replies
    • 1.5k views
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    • Medusa
    • October 30, 2001

47. Eligibility to Adopt Retirement Plan

    By Guest sammy, October 30, 2001
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • November 7, 2001

48. ERISA - QERP - ARE 3 parcels always required?

    By fidu, October 26, 2001
    • 1 reply
    • 1.4k views
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    • david rigby
    • October 26, 2001

49. New Form 5307

    By wmyer, October 26, 2001
    • 0 replies
    • 1.3k views
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    • wmyer
    • October 26, 2001

50. Once a 5% owner, always a 5% owner?

    By Guest Kathleen Fouquet, October 25, 2001
    • 3 replies
    • 1.7k views
    • 
    • R. Butler
    • October 25, 2001