Retirement Plans in General

5,753 topics in this forum

1. Maximum EE contributions

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

2. 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

3. 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

4. The Universal Availability Rule

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

5. Nondeductible contrib. due to forfeitures?

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

6. SE income above comp limits

   By Guest EBC, September 8, 2001
   • 3 replies
   • 1.8k views
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   • Belgarath
   • September 10, 2001

7. Acceleration of EGTRRA Limits

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

8. Early due date(s) of "good faith" EGTRRA amendments?

   By John A, September 7, 2001
   • 0 replies
   • 1.3k views
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   • John A
   • September 7, 2001

9. Retirment Plan Options for Small Businesses

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

10. Top heavy, sole prop and SSI

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

11. Schedule Q

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

12. controlled groups and attribution

    By Guest Bob Monte, September 4, 2001
    • 2 replies
    • 1.3k views
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    • Guest
    • September 5, 2001

13. ERISA protection for PS/MP

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

14. Leased Employees

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

15. Self Directed Accounts

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

16. EPCRS program

    By Belgarath, August 31, 2001
    • 0 replies
    • 1.6k views
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    • Belgarath
    • August 31, 2001

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

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

18. Plan without a Sponsor

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

19. Mergers and GUST

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

20. Plan Documents

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

21. Can plan pay for fidelity bond?

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

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

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

23. Stock valuation

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

24. IRS - User Fees

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

25. Top Heavy Calculation with relationship to QDRO

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

26. Leased Employees 1,500 Hours?

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

27. Master Trust vs. Comingled Trust

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

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

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

29. Plan fees

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

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

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

31. Plan Proposal programs

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

32. 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

33. Predecessor Organization

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

34. Small Plan Audit Waiver

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

35. financial planning after age 50

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

36. Need for Money Purchase Pension Plans

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

37. Will This Fly?

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

38. "Buy-Back" of Distributed Benefit

    By Guest CJK, July 27, 2001
    • 1 reply
    • 2.1k views
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    • david shipp
    • July 30, 2001

39. S-Corp shareholder took a loan

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

40. Partial Plan Termination - Facts to Use to Determine

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

41. Frozen Money Purchase Plan

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

42. Money purchase plan with mandatory EE contribution

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

43. Earned Income - Receipt of Deferred Compensation

    By rocknrolls2, July 23, 2001
    • 0 replies
    • 2.6k views
    • 
    • rocknrolls2
    • July 23, 2001

44. Do new small plan audit rules apply to plans that file a Form 5500-EZ?

    By John A, May 17, 2001
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • July 20, 2001

45. Determination Letter Filings

    By jkharvey, July 16, 2001
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • July 20, 2001

46. FREE benefits benchmarking study opportunity

    By Guest Greg Melia, June 12, 2001
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 19, 2001

47. 401(a)(17) limit for quarterly allocations

    By Medusa, July 18, 2001
    • 0 replies
    • 1.3k views
    • 
    • Medusa
    • July 18, 2001

48. Eligibility/Vesting for Rehires

    By Guest Jeff Underwood, July 17, 2001
    • 3 replies
    • 2k views
    • 
    • KJohnson
    • July 18, 2001

49. Eligibility based on elapsed time

    By Guest Cyndy, October 28, 1998
    • 4 replies
    • 5.2k views
    • 
    • Guest
    • July 18, 2001

50. Does anyone have a good source for finding historical values of LIBOR

    By stephen, February 5, 2001
    • 4 replies
    • 2k views
    • 
    • stephen
    • July 16, 2001