Retirement Plans in General

5,761 topics in this forum

1. Want to start a TPA

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

2. Change in Vesting Schedule

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

3. Compensation for Advisory Committee Members

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

4. Leased Employees w/401k

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

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

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

6. Extensions due to Terrorist attacks

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

7. 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

8. Determination Request for Collectively-Bargained Plan

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

9. Maximum EE contributions

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

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

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

11. 410(a), ERISA 202(a), and the University Availablity Rule

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

12. The Universal Availability Rule

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

13. Nondeductible contrib. due to forfeitures?

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

14. SE income above comp limits

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

15. Acceleration of EGTRRA Limits

    By Guest sdolce, August 29, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 7, 2001

16. 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

17. Retirment Plan Options for Small Businesses

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

18. Top heavy, sole prop and SSI

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

19. Schedule Q

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

20. controlled groups and attribution

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

21. ERISA protection for PS/MP

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

22. Leased Employees

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

23. Self Directed Accounts

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

24. EPCRS program

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

25. Combining MP & PS Plans (Elective Transfer Option)

    By Guest Paul Hinderegger, August 22, 2001
    • 1 reply
    • 1.9k views
    • 
    • davef
    • August 30, 2001

26. Plan without a Sponsor

    By dmb, August 29, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2001

27. Mergers and GUST

    By Guest slt, August 30, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 30, 2001

28. Plan Documents

    By pbarrett, August 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • pbarrett
    • August 28, 2001

29. Can plan pay for fidelity bond?

    By Guest Doug Johnston, August 22, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • August 24, 2001

30. EGTRRA increased 415 limit not available until 2003 for some plans

    By Belgarath, August 24, 2001
    • 0 replies
    • 1.3k views
    • 
    • Belgarath
    • August 24, 2001

31. Stock valuation

    By Guest slt, August 22, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 22, 2001

32. IRS - User Fees

    By flosfur, August 22, 2001
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 22, 2001

33. Top Heavy Calculation with relationship to QDRO

    By stephen, August 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • August 16, 2001

34. Leased Employees 1,500 Hours?

    By KateSmithPA, August 15, 2001
    • 0 replies
    • 2.2k views
    • 
    • KateSmithPA
    • August 15, 2001

35. Master Trust vs. Comingled Trust

    By TPATC, July 27, 2001
    • 3 replies
    • 5.1k views
    • 
    • Guest
    • August 11, 2001

36. Foreign real property allowable in 1-person plan?

    By David MacLennan, August 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • David MacLennan
    • August 10, 2001

37. Plan fees

    By PJaeger, August 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • August 10, 2001

38. Laymen Terms – Exclusion of Elective Deferrals From Deduction Limit

    By Guest JimJ, August 3, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 8, 2001

39. Plan Proposal programs

    By Guest pineapple, August 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 8, 2001

40. Are Profit Sharing Plans Eligible for the Over 50 yrs. Additional Cont

    By Guest jhannifan, August 7, 2001
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • August 7, 2001

41. Predecessor Organization

    By KateSmithPA, August 6, 2001
    • 0 replies
    • 1.9k views
    • 
    • KateSmithPA
    • August 6, 2001

42. Small Plan Audit Waiver

    By Belgarath, August 2, 2001
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • August 4, 2001

43. financial planning after age 50

    By Guest Dayle, July 29, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 3, 2001

44. Need for Money Purchase Pension Plans

    By Guest jhannifan, August 1, 2001
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • August 1, 2001

45. Will This Fly?

    By DP, July 27, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 30, 2001

46. "Buy-Back" of Distributed Benefit

    By Guest CJK, July 27, 2001
    • 1 reply
    • 2.2k views
    • 
    • david shipp
    • July 30, 2001

47. S-Corp shareholder took a loan

    By Guest Boilerburm, July 11, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 27, 2001

48. Partial Plan Termination - Facts to Use to Determine

    By Guest Yvonne Bonitatibus, May 22, 2001
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • July 26, 2001

49. Frozen Money Purchase Plan

    By Guest cpaese, July 23, 2001
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • July 23, 2001

50. Money purchase plan with mandatory EE contribution

    By Guest Kelly Igel, July 23, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 23, 2001