Retirement Plans in General

5,839 topics in this forum

1. Choice of whether or not to self direct.

   By R. Butler, December 11, 2001
   • 1 reply
   • 1.6k views
   • 
   • QDROphile
   • December 11, 2001

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

   By Guest Kelly Igel, July 23, 2001
   • 17 replies
   • 7.1k views
   • 
   • Guest
   • December 11, 2001

3. User fees

   By david rigby, December 10, 2001
   • 0 replies
   • 1.6k views
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   • david rigby
   • December 10, 2001

4. Denied eligibility after a certain age

   By Guest Ben S, December 10, 2001
   • 3 replies
   • 1.7k views
   • 
   • david rigby
   • December 10, 2001

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

   By Dave Baker, December 7, 2001
   • 3 replies
   • 2.3k views
   • 
   • Erik Read
   • December 10, 2001

6. Orphan Plan?

   By Guest AFRICA6796, November 28, 2001
   • 3 replies
   • 1.9k views
   • 
   • Erik Read
   • December 10, 2001

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

   By Guest SSCARO, December 4, 2001
   • 3 replies
   • 2.4k views
   • 
   • Appleby
   • December 10, 2001

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

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

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

   By Guest Kathleen Fouquet, November 30, 2001
   • 2 replies
   • 1.7k views
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   • Appleby
   • December 7, 2001

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

    By Guest reg_h2b, December 4, 2001
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • December 6, 2001

11. Amendment to Change Plan/Trust Year

    By chris, December 3, 1998
    • 6 replies
    • 4.8k views
    • 
    • Guest
    • December 5, 2001

12. Service Agreement (trustee and employer)

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

13. MP Mergers

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

14. Sub- S "bonus" used for contribution

    By thepensionmaven, December 1, 2001
    • 0 replies
    • 1.5k views
    • 
    • thepensionmaven
    • December 1, 2001

15. Insurance Incidental Limits

    By Craig Schiller, November 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • Craig Schiller
    • November 30, 2001

16. New (old?) Planning concept

    By bzorc, November 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • bzorc
    • November 30, 2001

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

    By Guest Edward McElroy, November 28, 2001
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • November 29, 2001

18. Davis-Bacon plan

    By Guest PMiller, November 19, 2001
    • 2 replies
    • 2.8k views
    • 
    • IRC401
    • November 29, 2001

19. Prohibited Transaction/ERISA Violation?

    By lkpittman, November 27, 2001
    • 3 replies
    • 2.1k views
    • 
    • lkpittman
    • November 28, 2001

20. Life insurance premium payments

    By Guest cascigm, November 28, 2001
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • November 28, 2001

21. Prevailing wage plans

    By R. Butler, November 28, 2001
    • 0 replies
    • 1.5k views
    • 
    • R. Butler
    • November 28, 2001

22. Dissolved Corporation as Plan Sponsor

    By Guest Patrick Foley, November 27, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 27, 2001

23. Amending a plan to forfeit immediately instead of holding forfeited ba

    By AndyT, August 25, 2000
    • 7 replies
    • 2.6k views
    • 
    • AndyT
    • November 27, 2001

24. Ogden Utah address

    By John A, November 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • John A
    • November 27, 2001

25. Money Purchase Plan needed?

    By Guest TrustMe401k, November 20, 2001
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • November 21, 2001

26. Top Heavy Plan

    By Guest SPOT, November 21, 2001
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • November 21, 2001

27. Job hopping in a Controlled Group

    By KateSmithPA, November 14, 2001
    • 2 replies
    • 2.3k views
    • 
    • jaemmons
    • November 15, 2001

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

    By maverick, November 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • jaemmons
    • November 15, 2001

29. One Participant Retirement Plan

    By Guest John Sample, November 13, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • November 13, 2001

30. Affiliated Service Group ?

    By Guest merlin, November 12, 2001
    • 4 replies
    • 2.2k views
    • 
    • Belgarath
    • November 13, 2001

31. Gramm-Leach-Bliley application to retirement plans

    By Guest Darrell, September 6, 2001
    • 2 replies
    • 1.8k views
    • 
    • JWK
    • November 13, 2001

32. Affiliated Service Group???

    By jaemmons, November 13, 2001
    • 0 replies
    • 1.6k views
    • 
    • jaemmons
    • November 13, 2001

33. PEO's

    By Belgarath, November 8, 2001
    • 3 replies
    • 2.1k views
    • 
    • MWeddell
    • November 13, 2001

34. From 5300 - Demo 9

    By Guest slt, November 10, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • November 12, 2001

35. Bad Boy Clauses

    By Guest erisafried, November 9, 2001
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • November 9, 2001

36. Can a DB Plan Accept a rollover?

    By LCARUSI, November 11, 1998
    • 3 replies
    • 2.5k views
    • 
    • JWK
    • November 9, 2001

37. Mistake made in amount paid out to terminated participant

    By Guest Suzanne Bernhardt, November 9, 2001
    • 5 replies
    • 2.3k views
    • 
    • R. Butler
    • November 9, 2001

38. GATT Rate

    By Guest cheral, November 8, 2001
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 9, 2001

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

    By Guest Frank Young, November 8, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 8, 2001

40. Do you need to adjust compensation for family members of HCE to calcul

    By Guest Suzanne Bernhardt, November 8, 2001
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • November 8, 2001

41. Leased Employer

    By dmb, November 7, 2001
    • 0 replies
    • 1.5k views
    • 
    • dmb
    • November 7, 2001

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

    By Moe Howard, November 7, 2001
    • 1 reply
    • 1.6k views
    • 
    • Erik Read
    • November 7, 2001

43. USERRA and State Law

    By Guest slt, November 7, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 7, 2001

44. Merger and Partial Plan Termination

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

45. Eligibility to Adopt Retirement Plan

    By Guest sammy, October 30, 2001
    • 6 replies
    • 2k views
    • 
    • Guest
    • November 7, 2001

46. Vesting Cutback Conundrum

    By Christine Roberts, November 6, 2001
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • November 6, 2001

47. Document Production

    By ccassetty, November 2, 2001
    • 2 replies
    • 1.6k views
    • 
    • ccassetty
    • November 5, 2001

48. The Non Rollables

    By Jed Macy, November 3, 2001
    • 0 replies
    • 1.5k views
    • 
    • Jed Macy
    • November 3, 2001

49. Are forfeiture restorations counted as employer contriubtions for any

    By John A, November 2, 2001
    • 1 reply
    • 1.8k views
    • 
    • wmyer
    • November 2, 2001

50. Return of contribution

    By dmb, November 1, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • November 1, 2001