Retirement Plans in General

5,824 topics in this forum

1. 204(h) notice required for conversion from MP to 401(k) PS?

   By billfgrady, January 23, 2002
   • 2 replies
   • 1.9k views
   • 
   • billfgrady
   • January 23, 2002

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

   By stephen, January 22, 2002
   • 1 reply
   • 1.7k views
   • 
   • Tom Poje
   • January 23, 2002

3. 2 DC Plans

   By mming, January 22, 2002
   • 1 reply
   • 1.6k views
   • 
   • AndyH
   • January 22, 2002

4. self direction of account

   By eilano, January 16, 2002
   • 6 replies
   • 2.4k views
   • 
   • Guest
   • January 21, 2002

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

   By John A, January 15, 2002
   • 0 replies
   • 1.6k views
   • 
   • John A
   • January 15, 2002

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

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

7. davis bacon plans

   By MJ Hartman, January 11, 2002
   • 1 reply
   • 1.9k views
   • 
   • jaemmons
   • January 14, 2002

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

   By Guest Edward McElroy, January 14, 2002
   • 1 reply
   • 1.6k views
   • 
   • Kirk Maldonado
   • January 14, 2002

9. Compensation used for Deduction

   By Guest lforesz, January 11, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • January 12, 2002

10. QSERP Benefits for Former HCEs

    By Guest HarveyC, January 11, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 11, 2002

11. Termination date when participant receives severence pay.

    By Guest SPOT, January 7, 2002
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • January 9, 2002

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

    By jkharvey, January 4, 2002
    • 3 replies
    • 1.5k views
    • 
    • GBurns
    • January 9, 2002

13. Missing Documents? Idea's?

    By Erik Read, January 3, 2002
    • 7 replies
    • 2k views
    • 
    • Guest
    • January 8, 2002

14. Catch-up contributions

    By Guest slt, November 7, 2001
    • 20 replies
    • 4.2k views
    • 
    • BeckyMiller
    • January 7, 2002

15. 100% of Plan Assets in Annuity Contract

    By chris, January 7, 2002
    • 2 replies
    • 1.7k views
    • 
    • chris
    • January 7, 2002

16. Eligibility Question

    By bzorc, January 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • January 5, 2002

17. Multiple plans - with sole proprietors

    By Guest SteveHample, January 2, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 2002

18. MP Merged in PS Plan

    By pbarrett, November 9, 2001
    • 28 replies
    • 5.2k views
    • 
    • KJohnson
    • December 31, 2001

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

    By pbarrett, December 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • December 28, 2001

20. "Stark" regulations

    By Belgarath, December 27, 2001
    • 0 replies
    • 1.6k views
    • 
    • Belgarath
    • December 27, 2001

21. Plan Amendments

    By Guest JPAdmin, December 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 27, 2001

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

    By maverick, December 21, 2001
    • 7 replies
    • 2k views
    • 
    • david rigby
    • December 27, 2001

23. 415(e) Repeal When Plan Frozen Prior to Repeal Effective Date?

    By Christine Roberts, December 21, 2001
    • 4 replies
    • 1.8k views
    • 
    • mwyatt
    • December 23, 2001

24. Portability after EGTRRA

    By wmyer, November 29, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • December 21, 2001

25. Excluded Stock in Controlled Group Determination

    By Guest lforesz, December 17, 2001
    • 3 replies
    • 3.5k views
    • 
    • jaemmons
    • December 20, 2001

26. Top Heavy Minimums and Excluded Classes of Employees

    By mwyatt, April 21, 1999
    • 3 replies
    • 3.5k views
    • 
    • mwyatt
    • December 20, 2001

27. 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

28. Trust ID numbers

    By Guest Mike Kimball, October 22, 1999
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • December 14, 2001

29. After-tax distributions

    By Guest slt, December 14, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 14, 2001

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

    By Belgarath, December 11, 2001
    • 4 replies
    • 1.7k views
    • 
    • Belgarath
    • December 13, 2001

31. 415 limit $35,000 or $40,000?

    By Lynn Campbell, December 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • December 12, 2001

32. Social Security Wage Base

    By david rigby, December 12, 2001
    • 0 replies
    • 3.1k views
    • 
    • david rigby
    • December 12, 2001

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

    By Guest Thornton, September 13, 2001
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • December 12, 2001

34. Forfeitures/re-hired employee

    By Lynn Campbell, December 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 12, 2001

35. Keogh plan and 401(k)

    By Guest Trirod, December 12, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 12, 2001

36. Choice of whether or not to self direct.

    By R. Butler, December 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • December 11, 2001

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

    By Guest Kelly Igel, July 23, 2001
    • 17 replies
    • 6.8k views
    • 
    • Guest
    • December 11, 2001

38. User fees

    By david rigby, December 10, 2001
    • 0 replies
    • 1.5k views
    • 
    • david rigby
    • December 10, 2001

39. Denied eligibility after a certain age

    By Guest Ben S, December 10, 2001
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • December 10, 2001

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

    By Dave Baker, December 7, 2001
    • 3 replies
    • 2.2k views
    • 
    • Erik Read
    • December 10, 2001

41. Orphan Plan?

    By Guest AFRICA6796, November 28, 2001
    • 3 replies
    • 1.8k views
    • 
    • Erik Read
    • December 10, 2001

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

    By Guest SSCARO, December 4, 2001
    • 3 replies
    • 2.3k views
    • 
    • Appleby
    • December 10, 2001

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

    By Guest D. Neuhauser, December 7, 2001
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • December 8, 2001

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

    By Guest Kathleen Fouquet, November 30, 2001
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • December 7, 2001

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

    By Guest reg_h2b, December 4, 2001
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • December 6, 2001

46. Amendment to Change Plan/Trust Year

    By chris, December 3, 1998
    • 6 replies
    • 4.7k views
    • 
    • Guest
    • December 5, 2001

47. Service Agreement (trustee and employer)

    By Guest MNR, December 5, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 5, 2001

48. MP Mergers

    By pbarrett, December 3, 2001
    • 0 replies
    • 1.3k views
    • 
    • pbarrett
    • December 3, 2001

49. Sub- S "bonus" used for contribution

    By thepensionmaven, December 1, 2001
    • 0 replies
    • 1.4k views
    • 
    • thepensionmaven
    • December 1, 2001

50. Insurance Incidental Limits

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