Retirement Plans in General

5,817 topics in this forum

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

   By AndyT, August 25, 2000
   • 7 replies
   • 2.4k views
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   • AndyT
   • November 27, 2001

2. Ogden Utah address

   By John A, November 27, 2001
   • 0 replies
   • 1.5k views
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   • John A
   • November 27, 2001

3. Money Purchase Plan needed?

   By Guest TrustMe401k, November 20, 2001
   • 3 replies
   • 1.6k views
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   • david rigby
   • November 21, 2001

4. Top Heavy Plan

   By Guest SPOT, November 21, 2001
   • 1 reply
   • 1.5k views
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   • jaemmons
   • November 21, 2001

5. Job hopping in a Controlled Group

   By KateSmithPA, November 14, 2001
   • 2 replies
   • 2.1k views
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   • jaemmons
   • November 15, 2001

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

   By maverick, November 15, 2001
   • 1 reply
   • 1.6k views
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   • jaemmons
   • November 15, 2001

7. One Participant Retirement Plan

   By Guest John Sample, November 13, 2001
   • 1 reply
   • 1.8k views
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   • Guest
   • November 13, 2001

8. Affiliated Service Group ?

   By Guest merlin, November 12, 2001
   • 4 replies
   • 2.1k views
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   • Belgarath
   • November 13, 2001

9. Gramm-Leach-Bliley application to retirement plans

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

10. Affiliated Service Group???

    By jaemmons, November 13, 2001
    • 0 replies
    • 1.4k views
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    • jaemmons
    • November 13, 2001

11. PEO's

    By Belgarath, November 8, 2001
    • 3 replies
    • 2k views
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    • MWeddell
    • November 13, 2001

12. From 5300 - Demo 9

    By Guest slt, November 10, 2001
    • 1 reply
    • 1.8k views
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    • Guest
    • November 12, 2001

13. Bad Boy Clauses

    By Guest erisafried, November 9, 2001
    • 0 replies
    • 2.4k views
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    • Guest
    • November 9, 2001

14. Can a DB Plan Accept a rollover?

    By LCARUSI, November 11, 1998
    • 3 replies
    • 2.4k views
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    • JWK
    • November 9, 2001

15. Mistake made in amount paid out to terminated participant

    By Guest Suzanne Bernhardt, November 9, 2001
    • 5 replies
    • 2.1k views
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    • R. Butler
    • November 9, 2001

16. GATT Rate

    By Guest cheral, November 8, 2001
    • 1 reply
    • 2.1k views
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    • Guest
    • November 9, 2001

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

    By Guest Frank Young, November 8, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • November 8, 2001

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

    By Guest Suzanne Bernhardt, November 8, 2001
    • 2 replies
    • 1.9k views
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    • Tom Poje
    • November 8, 2001

19. Leased Employer

    By dmb, November 7, 2001
    • 0 replies
    • 1.3k views
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    • dmb
    • November 7, 2001

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

    By Moe Howard, November 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • Erik Read
    • November 7, 2001

21. USERRA and State Law

    By Guest slt, November 7, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • November 7, 2001

22. Merger and Partial Plan Termination

    By PMC, November 6, 2001
    • 2 replies
    • 1.8k views
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    • david rigby
    • November 7, 2001

23. Eligibility to Adopt Retirement Plan

    By Guest sammy, October 30, 2001
    • 6 replies
    • 1.7k views
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    • Guest
    • November 7, 2001

24. Vesting Cutback Conundrum

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

25. Document Production

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

26. The Non Rollables

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

27. Are forfeiture restorations counted as employer contriubtions for any

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

28. Return of contribution

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

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

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

30. 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

31. Retroactive Plan Amendment

    By Guest bogart126, October 30, 2001
    • 2 replies
    • 1.6k views
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    • Medusa
    • October 30, 2001

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

    By fidu, October 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • October 26, 2001

33. New Form 5307

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

34. Limited Partnership

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

35. 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

36. 2-year eligibility and coverage

    By Guest Bandb, October 9, 2001
    • 11 replies
    • 3.4k views
    • 
    • Guest
    • October 24, 2001

37. GUST deadline for 403(b) plans

    By Guest Willy235, October 23, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 23, 2001

38. Investment Question

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

39. "Omnibus" account for tax withholdings

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

40. One-Man 401k

    By Guest Karen H. Meyer, October 12, 2001
    • 12 replies
    • 2.9k views
    • 
    • Tom Poje
    • October 19, 2001

41. Minimum Coverage

    By Guest Star Seeker, October 18, 2001
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • October 18, 2001

42. GUST Deadline - New Plan

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

43. State Tax Withholding

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

44. SSA Projected wage bases

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

45. Converting Money Purchase to Profit Sharing

    By Guest rslagle224, October 16, 2001
    • 0 replies
    • 2.2k views
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    • Guest
    • October 16, 2001

46. Taking a life insurance policy as a Distribution

    By KateSmithPA, October 9, 2001
    • 14 replies
    • 3.8k views
    • 
    • Guest
    • October 10, 2001

47. 412i Plan with only life insurance

    By Guest NPaleveda, October 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • October 10, 2001

48. EGTRRA and Top-Heavy

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

49. Top Heavy Plan

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

50. Is this a multiple employer plan?

    By Kirk Maldonado, October 3, 2001
    • 6 replies
    • 2.1k views
    • 
    • GBurns
    • October 8, 2001