Retirement Plans in General

5,772 topics in this forum

1. Must SSNs be removed from statements?

   By John A, October 24, 2001
   • 4 replies
   • 1.7k views
   • 
   • stephen
   • July 4, 2004

2. Limited Partnership

   By Guest SPOT, October 23, 2001
   • 2 replies
   • 1.5k views
   • 
   • Erik Read
   • October 25, 2001

3. GUST deadline for 403(b) plans

   By Guest Willy235, October 23, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 23, 2001

4. Investment Question

   By Erik Read, October 22, 2001
   • 0 replies
   • 1.2k views
   • 
   • Erik Read
   • October 22, 2001

5. "Omnibus" account for tax withholdings

   By Guest Doug Johnston, October 20, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 20, 2001

6. Minimum Coverage

   By Guest Star Seeker, October 18, 2001
   • 3 replies
   • 1.5k views
   • 
   • Tom Poje
   • October 18, 2001

7. SSA Projected wage bases

   By Tom Poje, October 17, 2001
   • 0 replies
   • 1.4k views
   • 
   • Tom Poje
   • October 17, 2001

8. State Tax Withholding

   By david rigby, October 17, 2001
   • 1 reply
   • 1.5k views
   • 
   • AndyH
   • October 17, 2001

9. Converting Money Purchase to Profit Sharing

   By Guest rslagle224, October 16, 2001
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • October 16, 2001

10. One-Man 401k

    By Guest Karen H. Meyer, October 12, 2001
    • 12 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 19, 2001

11. 412i Plan with only life insurance

    By Guest NPaleveda, October 10, 2001
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • October 10, 2001

12. Taking a life insurance policy as a Distribution

    By KateSmithPA, October 9, 2001
    • 14 replies
    • 3.2k views
    • 
    • Guest
    • October 10, 2001

13. 2-year eligibility and coverage

    By Guest Bandb, October 9, 2001
    • 11 replies
    • 3.1k views
    • 
    • Guest
    • October 24, 2001

14. EGTRRA and Top-Heavy

    By smm, October 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • October 9, 2001

15. Top Heavy Plan

    By Guest BAR, October 8, 2001
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • October 8, 2001

16. Participate in two plans

    By Guest cascigm, October 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 8, 2001

17. Is this a multiple employer plan?

    By Kirk Maldonado, October 3, 2001
    • 6 replies
    • 2k views
    • 
    • GBurns
    • October 8, 2001

18. Top Heavy Minimum Allocations in 2 Plans

    By mming, October 2, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • October 2, 2001

19. Must prior service be credited after spinoff?

    By John A, September 25, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • September 25, 2001

20. Deduction Limits & Annual Additions

    By Guest LVelleman, September 25, 2001
    • 1 reply
    • 1.4k views
    • 
    • Richard Anderson
    • September 25, 2001

21. PCs within an LLP

    By nancy, September 24, 2001
    • 0 replies
    • 1.3k views
    • 
    • nancy
    • September 24, 2001

22. Change in Vesting Schedule

    By chris, September 20, 2001
    • 0 replies
    • 1.4k views
    • 
    • chris
    • September 20, 2001

23. Leased Employees w/401k

    By DP, September 18, 2001
    • 0 replies
    • 1.3k views
    • 
    • DP
    • September 18, 2001

24. Compensation for Advisory Committee Members

    By Medusa, September 18, 2001
    • 4 replies
    • 1.7k views
    • 
    • Medusa
    • September 18, 2001

25. Coverage testing required for top-heavy contribution allocation?

    By John A, September 18, 2001
    • 2 replies
    • 2.2k views
    • 
    • John A
    • September 18, 2001

26. Top Heavy

    By R. Butler, September 18, 2001
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • October 2, 2001

27. Want to start a TPA

    By Guest JimJ, September 17, 2001
    • 4 replies
    • 1.6k views
    • 
    • Erik Read
    • September 21, 2001

28. Determination Request for Collectively-Bargained Plan

    By Guest Fred Benefits, September 17, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 17, 2001

29. Extensions due to Terrorist attacks

    By dmb, September 14, 2001
    • 10 replies
    • 2.2k views
    • 
    • Belgarath
    • September 18, 2001

30. Transition Plan for Founders of Small Business

    By Christine Roberts, September 13, 2001
    • 1 reply
    • 1.8k views
    • 
    • GBurns
    • September 29, 2001

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

    By Guest Thornton, September 13, 2001
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • December 12, 2001

32. Maximum EE contributions

    By Guest Charlie, September 13, 2001
    • 3 replies
    • 1.4k views
    • 
    • actuarysmith
    • September 13, 2001

33. 410(a), ERISA 202(a), and the University Availablity Rule

    By Guest Nabiyah1, September 13, 2001
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • September 13, 2001

34. Plan document issues when sponsoring finan. insti. is bought by anothe

    By Guest Kathleen Fouquet, September 13, 2001
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • September 13, 2001

35. What to do with forfeitures that exceed contribution formula?

    By John A, September 12, 2001
    • 3 replies
    • 1.5k views
    • 
    • Erik Read
    • September 17, 2001

36. Nondeductible contrib. due to forfeitures?

    By John A, September 11, 2001
    • 1 reply
    • 1.3k views
    • 
    • wmyer
    • September 12, 2001

37. The Universal Availability Rule

    By Guest Nabiyah1, September 10, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 2001

38. SE income above comp limits

    By Guest EBC, September 8, 2001
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • September 10, 2001

39. GUST Deadline - New Plan

    By Guest Rand, September 8, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 17, 2001

40. Early due date(s) of "good faith" EGTRRA amendments?

    By John A, September 7, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • September 7, 2001

41. Top heavy, sole prop and SSI

    By Guest Bob Monte, September 7, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 7, 2001

42. Schedule Q

    By Guest carsca, September 6, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 6, 2001

43. Gramm-Leach-Bliley application to retirement plans

    By Guest Darrell, September 6, 2001
    • 2 replies
    • 1.7k views
    • 
    • JWK
    • November 13, 2001

44. controlled groups and attribution

    By Guest Bob Monte, September 4, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 5, 2001

45. Retirment Plan Options for Small Businesses

    By Guest Bobclp, September 4, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 7, 2001

46. Self Directed Accounts

    By Guest JimJ, September 4, 2001
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • September 4, 2001

47. Leased Employees

    By Guest Delite, August 31, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 4, 2001

48. EPCRS program

    By Belgarath, August 31, 2001
    • 0 replies
    • 1.7k views
    • 
    • Belgarath
    • August 31, 2001

49. ERISA protection for PS/MP

    By Guest geo, August 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Larry M
    • September 4, 2001

50. Mergers and GUST

    By Guest slt, August 30, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 30, 2001