Retirement Plans in General

5,796 topics in this forum

1. Eligibility to Adopt Retirement Plan

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

2. Vesting Cutback Conundrum

   By Christine Roberts, November 6, 2001
   • 1 reply
   • 1.5k views
   • 
   • rcline46
   • November 6, 2001

3. Document Production

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

4. The Non Rollables

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

5. Are forfeiture restorations counted as employer contriubtions for any

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

6. Return of contribution

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

7. EGTTRA -- Employer Credit for Plan Start Up Costs

   By Jean, July 31, 2001
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • November 1, 2001

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

   By John A, October 30, 2001
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • October 30, 2001

9. Retroactive Plan Amendment

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

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

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

11. New Form 5307

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

12. Limited Partnership

    By Guest SPOT, October 23, 2001
    • 2 replies
    • 1.6k views
    • 
    • Erik Read
    • October 25, 2001

13. 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

14. 2-year eligibility and coverage

    By Guest Bandb, October 9, 2001
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • October 24, 2001

15. GUST deadline for 403(b) plans

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

16. Investment Question

    By Erik Read, October 22, 2001
    • 0 replies
    • 1.3k views
    • 
    • Erik Read
    • October 22, 2001

17. "Omnibus" account for tax withholdings

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

18. One-Man 401k

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

19. Minimum Coverage

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

20. GUST Deadline - New Plan

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

21. State Tax Withholding

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

22. SSA Projected wage bases

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

23. Converting Money Purchase to Profit Sharing

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

24. Taking a life insurance policy as a Distribution

    By KateSmithPA, October 9, 2001
    • 14 replies
    • 3.5k views
    • 
    • Guest
    • October 10, 2001

25. 412i Plan with only life insurance

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

26. EGTRRA and Top-Heavy

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

27. Top Heavy Plan

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

28. Is this a multiple employer plan?

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

29. Participate in two plans

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

30. Top Heavy

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

31. Top Heavy Minimum Allocations in 2 Plans

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

32. Transition Plan for Founders of Small Business

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

33. Deduction Limits & Annual Additions

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

34. Must prior service be credited after spinoff?

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

35. PCs within an LLP

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

36. Want to start a TPA

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

37. Change in Vesting Schedule

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

38. Compensation for Advisory Committee Members

    By Medusa, September 18, 2001
    • 4 replies
    • 1.8k views
    • 
    • Medusa
    • September 18, 2001

39. Leased Employees w/401k

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

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

    By John A, September 18, 2001
    • 2 replies
    • 2.3k views
    • 
    • John A
    • September 18, 2001

41. Extensions due to Terrorist attacks

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

42. 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

43. Determination Request for Collectively-Bargained Plan

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

44. Maximum EE contributions

    By Guest Charlie, September 13, 2001
    • 3 replies
    • 1.5k views
    • 
    • actuarysmith
    • September 13, 2001

45. 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

46. 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

47. The Universal Availability Rule

    By Guest Nabiyah1, September 10, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 12, 2001

48. Nondeductible contrib. due to forfeitures?

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

49. SE income above comp limits

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

50. Acceleration of EGTRRA Limits

    By Guest sdolce, August 29, 2001
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • September 7, 2001