Retirement Plans in General

5,772 topics in this forum

1. 412i Plan with only life insurance

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

2. EGTRRA and Top-Heavy

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

3. Top Heavy Plan

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

4. Is this a multiple employer plan?

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

5. Participate in two plans

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

6. Top Heavy

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

7. Top Heavy Minimum Allocations in 2 Plans

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

8. Transition Plan for Founders of Small Business

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

9. Deduction Limits & Annual Additions

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

10. Must prior service be credited after spinoff?

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

11. PCs within an LLP

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

12. Want to start a TPA

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

13. Change in Vesting Schedule

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

14. Compensation for Advisory Committee Members

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

15. Leased Employees w/401k

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

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

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

17. Extensions due to Terrorist attacks

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

18. 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

19. Determination Request for Collectively-Bargained Plan

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

20. Maximum EE contributions

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

21. 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

22. 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

23. The Universal Availability Rule

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

24. Nondeductible contrib. due to forfeitures?

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

25. SE income above comp limits

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

26. Acceleration of EGTRRA Limits

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

27. 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

28. Retirment Plan Options for Small Businesses

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

29. Top heavy, sole prop and SSI

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

30. Schedule Q

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

31. controlled groups and attribution

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

32. ERISA protection for PS/MP

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

33. Leased Employees

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

34. Self Directed Accounts

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

35. EPCRS program

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

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

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

37. Plan without a Sponsor

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

38. Mergers and GUST

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

39. Plan Documents

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

40. Can plan pay for fidelity bond?

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

41. 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

42. Stock valuation

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

43. IRS - User Fees

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

44. Top Heavy Calculation with relationship to QDRO

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

45. Leased Employees 1,500 Hours?

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

46. Master Trust vs. Comingled Trust

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

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

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

48. Plan fees

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

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

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

50. Plan Proposal programs

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