Retirement Plans in General

5,753 topics in this forum

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

   By Jean, July 31, 2001
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • November 1, 2001

2. financial planning after age 50

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

3. Will This Fly?

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

4. "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

5. Master Trust vs. Comingled Trust

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

6. Partnerships and K-1 Income

   By dmb, July 27, 2001
   • 5 replies
   • 1.6k views
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   • Earl
   • February 22, 2002

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

   By Guest Kelly Igel, July 23, 2001
   • 17 replies
   • 6.2k views
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   • Guest
   • December 11, 2001

8. 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

9. Earned Income - Receipt of Deferred Compensation

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

10. Frozen Money Purchase Plan

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

11. 401(a)(17) limit for quarterly allocations

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

12. Eligibility/Vesting for Rehires

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

13. Determination Letter Filings

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

14. Appointing a Trustee

    By mming, July 13, 2001
    • 0 replies
    • 1.4k views
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    • mming
    • July 13, 2001

15. DC Eliminate Early Ret.?

    By John A, July 13, 2001
    • 10 replies
    • 2k views
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    • AndrewZ
    • June 3, 2002

16. S-Corp shareholder took a loan

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

17. Sole Props

    By Earl, July 10, 2001
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • July 11, 2001

18. "Simplified" GUST Determination Letter Procedures

    By davef, July 9, 2001
    • 0 replies
    • 1.4k views
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    • davef
    • July 9, 2001

19. 404 Limits under EGTRA

    By stephen, July 5, 2001
    • 1 reply
    • 1.4k views
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    • actuarysmith
    • July 5, 2001

20. "Sunset Clause"

    By Guest gkaley, July 5, 2001
    • 3 replies
    • 3.3k views
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    • Guest
    • July 5, 2001

21. Waiver of Participation

    By smm, July 2, 2001
    • 1 reply
    • 1.5k views
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    • rcline46
    • July 10, 2001

22. MPP Plans -- Mergers

    By wmyer, June 30, 2001
    • 1 reply
    • 1.7k views
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    • Earl
    • July 3, 2001

23. Death of the MPPP?

    By Guest bdb, June 28, 2001
    • 22 replies
    • 5k views
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    • Guest
    • August 6, 2002

24. Deduction limit

    By Guest BAR, June 27, 2001
    • 6 replies
    • 1.8k views
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    • Tom Poje
    • June 28, 2001

25. Opinion: Might Be Best Not to Save Too Much for Retirement

    By Guest BenefitsLink, June 27, 2001
    • 4 replies
    • 5.8k views
    • 
    • Guest
    • August 29, 2007

26. Monthly profit sharing allocations and last day provision

    By Guest Gibson, June 25, 2001
    • 3 replies
    • 2k views
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    • AndyH
    • June 26, 2001

27. Prior deficient Money Purchase Plan

    By dmb, June 25, 2001
    • 0 replies
    • 1.3k views
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    • dmb
    • June 25, 2001

28. Fees to terminated participants

    By KateSmithPA, June 25, 2001
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 26, 2001

29. Exclude independent contractor from plan

    By eilano, June 22, 2001
    • 5 replies
    • 2k views
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    • Guest
    • July 2, 2001

30. Changing MPP Contribution Mid-Year

    By DP, June 22, 2001
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • June 22, 2001

31. Provisions of a Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 7 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 25, 2001

32. Purchasing unmarketable assets of a plan

    By eilano, June 21, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 21, 2001

33. Retirement Plans Increase in Popularity

    By Guest hawadmin, June 21, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 21, 2001

34. Employer Matching Vesting Schedule under EGTRRA

    By stephen, June 21, 2001
    • 2 replies
    • 1.7k views
    • 
    • stephen
    • June 21, 2001

35. Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 21, 2001

36. Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 21, 2001

37. GUST Determination Letter Deadline

    By Jeff Kirtner, June 21, 2001
    • 0 replies
    • 1.4k views
    • 
    • Jeff Kirtner
    • June 21, 2001

38. Standardized Plans - Last Day of Plan Year Rule

    By KateSmithPA, June 20, 2001
    • 4 replies
    • 2.2k views
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    • Medusa
    • June 23, 2001

39. Top Heavy rules and EGTRA

    By stephen, June 19, 2001
    • 2 replies
    • 1.5k views
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    • stephen
    • June 20, 2001

40. EGTRA and the 415(c) limit

    By stephen, June 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • MGB
    • June 19, 2001

41. Assets in USA Qualified Plans

    By Guest kmohre, June 19, 2001
    • 1 reply
    • 1.4k views
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    • david rigby
    • June 19, 2001

42. Transferring assets

    By k man, June 18, 2001
    • 0 replies
    • 1.3k views
    • 
    • k man
    • June 18, 2001

43. New SEP Limit?

    By Guest Andy Mayo, June 14, 2001
    • 1 reply
    • 1.4k views
    • 
    • davef
    • June 14, 2001

44. plan #'s

    By Guest beckyhummer, June 13, 2001
    • 2 replies
    • 1.4k views
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    • david rigby
    • June 18, 2001

45. changing plan years due to EGTRRA

    By Guest nmh, June 13, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • June 13, 2001

46. Nondiscrimination testing on multiple plans of a controlled group

    By R. Butler, June 13, 2001
    • 4 replies
    • 4k views
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    • R. Butler
    • June 14, 2001

47. 2000 Sar

    By Cathy from Chicago, June 13, 2001
    • 0 replies
    • 1.9k views
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    • Cathy from Chicago
    • June 13, 2001

48. GUST Restatements

    By Steve72, June 12, 2001
    • 0 replies
    • 2k views
    • 
    • Steve72
    • June 12, 2001

49. FREE benefits benchmarking study opportunity

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

50. Is an employee who is receiving severance pay eligible for a contribut

    By stephen, June 12, 2001
    • 3 replies
    • 2.7k views
    • 
    • stephen
    • June 14, 2001