Retirement Plans in General

5,772 topics in this forum

1. Plan without a Sponsor

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

2. Acceleration of EGTRRA Limits

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

3. Plan Documents

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

4. 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

5. 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

6. Can plan pay for fidelity bond?

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

7. Stock valuation

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

8. IRS - User Fees

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

9. Top Heavy Calculation with relationship to QDRO

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

10. Leased Employees 1,500 Hours?

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

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

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

12. Plan fees

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

13. Plan Proposal programs

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

14. Are Profit Sharing Plans Eligible for the Over 50 yrs. Additional Cont

    By Guest jhannifan, August 7, 2001
    • 3 replies
    • 1.6k views
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    • MWeddell
    • August 7, 2001

15. Predecessor Organization

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

16. Ap for Determination in Puerto Rico and Guam

    By Guest wendycatherine, August 3, 2001
    • 4 replies
    • 1.9k views
    • 
    • k man
    • July 9, 2004

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

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

18. Small Plan Audit Waiver

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

19. Need for Money Purchase Pension Plans

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

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

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

21. financial planning after age 50

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

22. Will This Fly?

    By DP, July 27, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 30, 2001

23. "Buy-Back" of Distributed Benefit

    By Guest CJK, July 27, 2001
    • 1 reply
    • 2.2k views
    • 
    • david shipp
    • July 30, 2001

24. Master Trust vs. Comingled Trust

    By TPATC, July 27, 2001
    • 3 replies
    • 5.2k views
    • 
    • Guest
    • August 11, 2001

25. Partnerships and K-1 Income

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

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

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

27. Money purchase plan with mandatory EE contribution

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

28. Earned Income - Receipt of Deferred Compensation

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

29. Frozen Money Purchase Plan

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

30. 401(a)(17) limit for quarterly allocations

    By Medusa, July 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • Medusa
    • July 18, 2001

31. Eligibility/Vesting for Rehires

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

32. Determination Letter Filings

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

33. Appointing a Trustee

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

34. DC Eliminate Early Ret.?

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

35. S-Corp shareholder took a loan

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

36. Sole Props

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

37. "Simplified" GUST Determination Letter Procedures

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

38. 404 Limits under EGTRA

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

39. "Sunset Clause"

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

40. Waiver of Participation

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

41. MPP Plans -- Mergers

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

42. Death of the MPPP?

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

43. Deduction limit

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

44. 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

45. Monthly profit sharing allocations and last day provision

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

46. Prior deficient Money Purchase Plan

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

47. Fees to terminated participants

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

48. Exclude independent contractor from plan

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

49. Changing MPP Contribution Mid-Year

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

50. Provisions of a Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • June 25, 2001