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  1. 415(e) Repeal When Plan Frozen Prior to Repeal Effective Date? (4 replies)
  2. Portability after EGTRRA (4 replies)
  3. Excluded Stock in Controlled Group Determination (3 replies)
  4. Top Heavy Minimums and Excluded Classes of Employees (3 replies)
  5. Employer Reimbursed by Trust Assets for Payment of Administrative Expe (0 replies)
  6. Trust ID numbers (6 replies)
  7. After-tax distributions (2 replies)
  8. DB plan combined with 403(b) in 2002 (4 replies)
  9. 415 limit $35,000 or $40,000? (1 reply)
  10. Social Security Wage Base (0 replies)
  11. Annuity benefit when merging money purchase and p/s plans. (5 replies)
  12. Forfeitures/re-hired employee (1 reply)
  13. Keogh plan and 401(k) (0 replies)
  14. Choice of whether or not to self direct. (1 reply)
  15. "Conversion" of MP plan to a 401(k) PS plan (17 replies)
  16. User fees (0 replies)
  17. Denied eligibility after a certain age (3 replies)
  18. State income taxes on retirement plan participants due to amending the (3 replies)
  19. Orphan Plan? (3 replies)
  20. Would rollover from conduit IRA delay required minimum distribution? (3 replies)
  21. When do the provisions of a plan amendment changing eligibility and ve (2 replies)
  22. Can an RMD based on an IRA balance be satisfied by taking the required (2 replies)
  23. Multiple Profit Sharing Plans for a Single Person: Problems? (4 replies)
  24. Amendment to Change Plan/Trust Year (6 replies)
  25. Service Agreement (trustee and employer) (0 replies)
  26. MP Mergers (0 replies)
  27. Sub- S "bonus" used for contribution (0 replies)
  28. Insurance Incidental Limits (0 replies)
  29. New (old?) Planning concept (0 replies)
  30. Notice Requirements Applicable When Money Purchase Plan is Merged into (2 replies)
  31. Davis-Bacon plan (2 replies)
  32. Prohibited Transaction/ERISA Violation? (3 replies)
  33. Life insurance premium payments (1 reply)
  34. Prevailing wage plans (0 replies)
  35. Dissolved Corporation as Plan Sponsor (0 replies)
  36. Amending a plan to forfeit immediately instead of holding forfeited ba (7 replies)
  37. Ogden Utah address (0 replies)
  38. Money Purchase Plan needed? (3 replies)
  39. Top Heavy Plan (1 reply)
  40. Job hopping in a Controlled Group (2 replies)
  41. waiver of money purchase plan minimum funding for 1 plan year (1 reply)
  42. One Participant Retirement Plan (1 reply)
  43. Affiliated Service Group ? (4 replies)
  44. Gramm-Leach-Bliley application to retirement plans (2 replies)
  45. Affiliated Service Group??? (0 replies)
  46. PEO's (3 replies)
  47. From 5300 - Demo 9 (1 reply)
  48. Bad Boy Clauses (0 replies)
  49. Can a DB Plan Accept a rollover? (3 replies)
  50. Mistake made in amount paid out to terminated participant (5 replies)
  51. GATT Rate (1 reply)
  52. Solve plan amending requirement by switching to prototype plan? (0 replies)
  53. Do you need to adjust compensation for family members of HCE to calcul (2 replies)
  54. Leased Employer (0 replies)
  55. Can partner participant write a personal check for discretionary PSP c (1 reply)
  56. USERRA and State Law (0 replies)
  57. Merger and Partial Plan Termination (2 replies)
  58. Eligibility to Adopt Retirement Plan (6 replies)
  59. Vesting Cutback Conundrum (1 reply)
  60. Document Production (2 replies)
  61. The Non Rollables (0 replies)
  62. Are forfeiture restorations counted as employer contriubtions for any (1 reply)
  63. Return of contribution (1 reply)
  64. EGTTRA -- Employer Credit for Plan Start Up Costs (5 replies)
  65. Top-Heavy contribution due date when plan year and tax year are differ (1 reply)
  66. Retroactive Plan Amendment (2 replies)
  67. ERISA - QERP - ARE 3 parcels always required? (1 reply)
  68. New Form 5307 (0 replies)
  69. Limited Partnership (2 replies)
  70. Once a 5% owner, always a 5% owner? (3 replies)
  71. 2-year eligibility and coverage (11 replies)
  72. GUST deadline for 403(b) plans (0 replies)
  73. Investment Question (0 replies)
  74. "Omnibus" account for tax withholdings (0 replies)
  75. One-Man 401k (12 replies)
  76. Minimum Coverage (3 replies)
  77. GUST Deadline - New Plan (2 replies)
  78. State Tax Withholding (1 reply)
  79. SSA Projected wage bases (0 replies)
  80. Converting Money Purchase to Profit Sharing (0 replies)
  81. Taking a life insurance policy as a Distribution (14 replies)
  82. 412i Plan with only life insurance (1 reply)
  83. EGTRRA and Top-Heavy (1 reply)
  84. Top Heavy Plan (2 replies)
  85. Is this a multiple employer plan? (6 replies)
  86. Participate in two plans (0 replies)
  87. Top Heavy (1 reply)
  88. Top Heavy Minimum Allocations in 2 Plans (2 replies)
  89. Deduction Limits & Annual Additions (1 reply)
  90. Must prior service be credited after spinoff? (1 reply)
  91. PCs within an LLP (0 replies)
  92. Want to start a TPA (4 replies)
  93. Change in Vesting Schedule (0 replies)
  94. Compensation for Advisory Committee Members (4 replies)
  95. Leased Employees w/401k (0 replies)
  96. Coverage testing required for top-heavy contribution allocation? (2 replies)
  97. Extensions due to Terrorist attacks (10 replies)
  98. What to do with forfeitures that exceed contribution formula? (3 replies)
  99. Determination Request for Collectively-Bargained Plan (0 replies)
  100. Maximum EE contributions (3 replies)
  101. Plan document issues when sponsoring finan. insti. is bought by anothe (2 replies)
  102. 410(a), ERISA 202(a), and the University Availablity Rule (0 replies)
  103. The Universal Availability Rule (2 replies)
  104. Nondeductible contrib. due to forfeitures? (1 reply)
  105. Acceleration of EGTRRA Limits (2 replies)
  106. Early due date(s) of "good faith" EGTRRA amendments? (0 replies)
  107. Top heavy, sole prop and SSI (0 replies)
  108. Schedule Q (0 replies)
  109. controlled groups and attribution (2 replies)
  110. ERISA protection for PS/MP (1 reply)
  111. Leased Employees (2 replies)
  112. Self Directed Accounts (5 replies)
  113. EPCRS program (0 replies)
  114. Combining MP & PS Plans (Elective Transfer Option) (1 reply)
  115. Plan without a Sponsor (3 replies)
  116. Mergers and GUST (0 replies)
  117. Plan Documents (0 replies)
  118. Can plan pay for fidelity bond? (3 replies)
  119. EGTRRA increased 415 limit not available until 2003 for some plans (0 replies)
  120. Stock valuation (0 replies)
  121. IRS - User Fees (1 reply)
  122. Top Heavy Calculation with relationship to QDRO (1 reply)
  123. Leased Employees 1,500 Hours? (0 replies)
  124. Master Trust vs. Comingled Trust (3 replies)
  125. Foreign real property allowable in 1-person plan? (0 replies)
  126. Plan fees (1 reply)
  127. Laymen Terms – Exclusion of Elective Deferrals From Deduction Limit (3 replies)
  128. Plan Proposal programs (0 replies)
  129. Are Profit Sharing Plans Eligible for the Over 50 yrs. Additional Cont (3 replies)
  130. Predecessor Organization (0 replies)
  131. Small Plan Audit Waiver (5 replies)
  132. financial planning after age 50 (2 replies)
  133. Need for Money Purchase Pension Plans (3 replies)
  134. Will This Fly? (2 replies)
  135. "Buy-Back" of Distributed Benefit (1 reply)
  136. S-Corp shareholder took a loan (6 replies)
  137. Partial Plan Termination - Facts to Use to Determine (5 replies)
  138. Frozen Money Purchase Plan (1 reply)
  139. Money purchase plan with mandatory EE contribution (0 replies)
  140. Do new small plan audit rules apply to plans that file a Form 5500-EZ? (3 replies)
  141. Determination Letter Filings (3 replies)
  142. 401(a)(17) limit for quarterly allocations (0 replies)
  143. Eligibility/Vesting for Rehires (3 replies)
  144. Eligibility based on elapsed time (4 replies)
  145. Does anyone have a good source for finding historical values of LIBOR (4 replies)
  146. Appointing a Trustee (0 replies)
  147. Sole Props (2 replies)
  148. Waiver of Participation (1 reply)
  149. "Simplified" GUST Determination Letter Procedures (0 replies)
  150. 404 Limits under EGTRA (1 reply)
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