Retirement Plans in General

5,506 topics in this forum

1. Prohibited Transaction Question

   By Christine Roberts, May 8, 2002
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • May 8, 2002

2. insurance value in retirement plan

   By Guest Elizabeth Gaskins, May 6, 2002
   • 4 replies
   • 1.3k views
   • 
   • mbozek
   • May 8, 2002

3. Trust Agreements in Prototype Plans

   By Guest LLandau, February 18, 2002
   • 3 replies
   • 3.8k views
   • 
   • Guest
   • May 6, 2002

4. Workers Compensation and Vesting

   By Guest amboyd, May 2, 2002
   • 4 replies
   • 4k views
   • 
   • Guest
   • May 3, 2002

5. $64,000 question -- it this a top heavy plan

   By maverick, May 3, 2002
   • 1 reply
   • 1.3k views
   • 
   • Archimage
   • May 3, 2002

6. Controlled group without ownership?

   By Guest Christie Banks, May 1, 2002
   • 4 replies
   • 2.2k views
   • 
   • pjkoehler
   • May 2, 2002

7. Average Benefits Test - Multiple Plans

   By Guest Victoria Pelletiere, May 1, 2002
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • May 1, 2002

8. Is this an affiliated service group?

   By KateSmithPA, April 24, 2002
   • 6 replies
   • 1.5k views
   • 
   • Mike Preston
   • April 30, 2002

9. One Time Irrevocable Elections

   By Guest Edward McElroy, April 25, 2002
   • 6 replies
   • 2.2k views
   • 
   • AndyH
   • April 30, 2002

10. Change Top Heavy from all to Non Key only during RAP?

    By SRM, April 26, 2002
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 26, 2002

11. Vesting in Collectively Bargained Plans

    By dmb, April 26, 2002
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • April 26, 2002

12. time frame for filing suit

    By eilano, April 24, 2002
    • 15 replies
    • 2.6k views
    • 
    • pjkoehler
    • April 26, 2002

13. Top Heavy Minimums to Non-Key HCEs who have waived participation

    By Guest Effie Clark, April 25, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 26, 2002

14. NJ and EGTRRA (not perfect together)

    By Guest GG, April 24, 2002
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • April 25, 2002

15. How is deductible limit calculated for a money purchase plan when plan

    By John A, April 22, 2002
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 23, 2002

16. early withdrawal

    By Guest OngM, January 28, 2001
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • April 19, 2002

17. Short Plan Year - Excludable Employees?

    By John A, April 18, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 19, 2002

18. Treatment of Alternate Payee for Top-Heavy Purposes?

    By John A, April 16, 2002
    • 3 replies
    • 2.6k views
    • 
    • Belgarath
    • April 17, 2002

19. General Nondiscrimanation Test for Retirees

    By Guest HarveyC, April 15, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 15, 2002

20. 1035 exchange in qualified plan?

    By Belgarath, April 15, 2002
    • 0 replies
    • 2.4k views
    • 
    • Belgarath
    • April 15, 2002

21. Deductibility of contributions for S-Corp

    By Guest TracyAndrews, April 5, 2002
    • 14 replies
    • 8.4k views
    • 
    • Guest
    • April 12, 2002

22. LLC and SIMPLE IRA

    By Guest carolyny, April 12, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 12, 2002

23. Fiduciary Duty and Valuation of Stock in a Closely-Held Company

    By Guest Edward McElroy, April 8, 2002
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • April 10, 2002

24. In-Service Withdrawal in Self-Employed Pension Plan

    By Guest SueJ, April 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 8, 2002

25. Offshore Investments for Retirement & Savings Plans

    By Guest Ann Clinton, April 8, 2002
    • 0 replies
    • 950 views
    • 
    • Guest
    • April 8, 2002