Retirement Plans in General

5,781 topics in this forum

1. Schedule Q

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

2. 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

3. controlled groups and attribution

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

4. 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

5. Self Directed Accounts

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

6. Leased Employees

   By Guest Delite, August 31, 2001
   • 2 replies
   • 1.6k views
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   • Guest
   • September 4, 2001

7. EPCRS program

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

8. ERISA protection for PS/MP

   By Guest geo, August 31, 2001
   • 1 reply
   • 1.5k views
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   • Larry M
   • September 4, 2001

9. Mergers and GUST

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

10. Plan without a Sponsor

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

11. Acceleration of EGTRRA Limits

    By Guest sdolce, August 29, 2001
    • 2 replies
    • 1.5k views
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    • david rigby
    • September 7, 2001

12. Plan Documents

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

13. 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

14. 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

15. 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

16. Stock valuation

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

17. IRS - User Fees

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

18. 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

19. Leased Employees 1,500 Hours?

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

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

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

21. Plan fees

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

22. Plan Proposal programs

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

23. 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

24. Predecessor Organization

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

25. Ap for Determination in Puerto Rico and Guam

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

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

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

27. Small Plan Audit Waiver

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

28. Need for Money Purchase Pension Plans

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

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

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

30. financial planning after age 50

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

31. Will This Fly?

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

32. "Buy-Back" of Distributed Benefit

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

33. Master Trust vs. Comingled Trust

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

34. Partnerships and K-1 Income

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

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

    By Guest Kelly Igel, July 23, 2001
    • 17 replies
    • 6.3k views
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    • Guest
    • December 11, 2001

36. 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

37. Earned Income - Receipt of Deferred Compensation

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

38. Frozen Money Purchase Plan

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

39. 401(a)(17) limit for quarterly allocations

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

40. Eligibility/Vesting for Rehires

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

41. Determination Letter Filings

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

42. Appointing a Trustee

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

43. DC Eliminate Early Ret.?

    By John A, July 13, 2001
    • 10 replies
    • 2.1k views
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    • AndrewZ
    • June 3, 2002

44. 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

45. Sole Props

    By Earl, July 10, 2001
    • 2 replies
    • 1.6k views
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    • Earl
    • July 11, 2001

46. "Simplified" GUST Determination Letter Procedures

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

47. 404 Limits under EGTRA

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

48. "Sunset Clause"

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

49. Waiver of Participation

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

50. MPP Plans -- Mergers

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