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  1. MRD amount when TEFRA election can not be produced - participant says (0 replies)
  2. Davis Bacon Plans. I need bundled provider (2 replies)
  3. Receivable contributions to include in account balances for Top-Heavy (6 replies)
  4. Questions about removing excess Keogh contributions (0 replies)
  5. KEOGH Plan information (6 replies)
  6. When changing a vesting schedule, are all these statements true? (0 replies)
  7. Definitely Determinable Allocation? (10 replies)
  8. "Bad Boy" clause authority - where is it? (7 replies)
  9. Prohibited Transaction Excise Tax (2 replies)
  10. Contributions for Leased Employees (1 reply)
  11. Is there an exception that is "done all the time" to the gen (1 reply)
  12. Question re allocation formula in money purchase plan (2 replies)
  13. What is the first day of the Plan year? New Plan effective 8/1/00, bu (3 replies)
  14. Terminate a plan in phases. (1 reply)
  15. Volume Submitter Document question (0 replies)
  16. Prohibited transaction 2? (3 replies)
  17. Prohibited transaction if employees are allowed to "link" wi (7 replies)
  18. Ownership interests of members of an LLC? (1 reply)
  19. 12(b)(1) fees - can broker/dealer pocket them on their own plan if the (2 replies)
  20. Can a plan sponsor set up an account inside a target benefit plan to h (6 replies)
  21. Employer contributes to profit-sharing plan before year-end; plan has (5 replies)
  22. Retirement Plans for Independent Contractors; I understand there are s (9 replies)
  23. New DC Plan - lump sum payments (0 replies)
  24. Schedule C earnings in year of plan termination. (0 replies)
  25. Is severance pay included or excluded under each safe-harbor definitio (1 reply)
  26. 404 Limit for Profit Sharing - does it include compensation for termin (8 replies)
  27. Fiduciary Bond Not required for One-Participant Keogh Plan? (3 replies)
  28. Can plan assets be used to pay real estate taxes? (2 replies)
  29. Prohibited transaction? (1 reply)
  30. Locating Missing Participants (4 replies)
  31. Sobering lesson on importance of unambiguous forms for plan participan (27 replies)
  32. May a foreign entity establish a 401(k) plan for its USC employees emp (0 replies)
  33. Vesting required to be shown on annual benefit statement? (4 replies)
  34. Can a pre-1987 carryforward be used by a plan other than the plan that (2 replies)
  35. LOST PARTICIPANTS (5 replies)
  36. Full vesting for spinoff plan participants? (3 replies)
  37. Any actual difference between a 411(d)(6) protected benefit that can b (1 reply)
  38. Amendments restricting in-kind distributions: 1) same effective date r (0 replies)
  39. key ee in 2 cos., $30,000 in 2 MP plan? (1 reply)
  40. Do we have a controlled group for 2000 if controlled group for part of (0 replies)
  41. D/B Plan with some D/C Limits under IRC 414(k)(2). (0 replies)
  42. Does anyone know a good source for benchmarking retirement plan fees, (0 replies)
  43. Can client retroactively amend DC money purchase pension plan? (1 reply)
  44. How is 410(b) testing done when a plan covers some, but not all, colle (1 reply)
  45. Has any TPA had any experience dealing with John Hancock? If so, what (0 replies)
  46. Statistical Request (1 reply)
  47. Non-U.S. Citizens As Plan Trustees? (3 replies)
  48. Can I put life insurance inside of a defined contribution plan? Need a (0 replies)
  49. How to allocate more than $34k in 2001? (3 replies)
  50. Is a 5310-A filing required (0 replies)
  51. Is an amendment to each plan document necessary to merge 2 DC plans in (0 replies)
  52. Controlled group - attribution of stock owned by trust to individual b (0 replies)
  53. Does anyone have a worksheet to calculate contributions for self-emplo (1 reply)
  54. Former employer won't distribute. (1 reply)
  55. What are the rules for hardship distributions from profit sharing plan (5 replies)
  56. Will the $ limit increase to $35,000 next year? (3 replies)
  57. Definite predetermined formula? Employer wants to base profit sharing (0 replies)
  58. Should an individual who receives only the top-heavy minimum contribut (4 replies)
  59. What are the issues when a company would like to include non-U.S. citi (1 reply)
  60. Has anyone else run into terminated participants who are rolling money (5 replies)
  61. Lost participants - any obligation to find them just to provide SAR, S (0 replies)
  62. Need cite for recent First Union case. (1 reply)
  63. Can employees who have not completed a year of service be excluded fro (0 replies)
  64. Can a P/S plan that had been a target plan permit in-service withdrawa (2 replies)
  65. Can president of plan sponsor stop participating in the company's pens (2 replies)
  66. Where can a terminated plan purchase a deferred annuity for a lost par (4 replies)
  67. What should be done when a profit sharing contribution exceeds the fix (13 replies)
  68. What are the differences between the "non-traditional" OBRA (2 replies)
  69. What is a "retirement income account" for churches? (1 reply)
  70. A plan subject to the J & S rules has a loan provision. Is a waive (2 replies)
  71. Bonding and Directed Trustees/Custodians (3 replies)
  72. What are contribution accrual requirements for frozen money purchase p (0 replies)
  73. Problems with having the two plans invested in a single group annuity (1 reply)
  74. Apparent "Catch-22" in money purchase pension plan funding: (5 replies)
  75. Retirement program (DROP) (0 replies)
  76. Does anyone have experience with paying legal fees (preparation for li (3 replies)
  77. No earnings or contributions included in final distribution amounts. (1 reply)
  78. Calculating (or not calculating) lost earnings on late discretionary c (0 replies)
  79. Plan Asset Written Off Years Ago Now Recovered (1 reply)
  80. Cash-outs under $5,000 after annuity starting date. (0 replies)
  81. Is it a partial termination? (3 replies)
  82. Is an employer contribution deductible when a financial institution fa (1 reply)
  83. Enrollment gifts and giveaways/prizes - Prohibited transaction? (17 replies)
  84. GUST Amendment for Terminating Plans (7 replies)
  85. Copy 1 of Form 1099-R (0 replies)
  86. Defaulted loans - looming in the background if participant tries to bo (4 replies)
  87. 5500 required if new profit sharing plan is not funded after all? (8 replies)
  88. Are parking spaces a good plan investment? (0 replies)
  89. ERISA 204(h) Notice Due to Merger of MPP/PSP? (1 reply)
  90. Retroactive plan amenmdents relating to elective/optional law changes (0 replies)
  91. Coordination of IRC 415, 412, 404 (13 replies)
  92. Fidelity Bond in excess of $500,000 (0 replies)
  93. Sole Prop. w/ Sep and also participant in LLC plan where he is 1/3 par (0 replies)
  94. Two Sponsors In Same Plan Year (1 reply)
  95. Electronic Pension Deposite. (1 reply)
  96. Can a profit sharing distribution be rolled over to a new employer's (2 replies)
  97. Advice needed for growing TPA firm. (0 replies)
  98. must beneficiaries who elect to leave their balances in the plan compl (2 replies)
  99. Non-standardized plan with no exclusions (0 replies)
  100. Contributions Based on Comp. While Disabled? (4 replies)
  101. Average Benefit Percentage Test Questions (7 replies)
  102. Details of Company Pension Plans (2 replies)
  103. DOL Audit of Service Provider (0 replies)
  104. Fixed $ P.S. contribution OK? (7 replies)
  105. When calculating the 15% contribution limit, can forfeitures first be (7 replies)
  106. Party in interest as broker for plan (7 replies)
  107. Are Employees of Temp Agency Your Employees? (3 replies)
  108. Affiliated Service Group? (6 replies)
  109. Is an independent audit required here? (5 replies)
  110. Is the following a related rollover? (3 replies)
  111. Granting service credit to acquired employees for service with prior a (1 reply)
  112. One shareholder has a right of first refusal before other shareholder (19 replies)
  113. Penalty on distribution of income on after-tax contribution? (1 reply)
  114. Proposed Regulations under Section 411(d)(6) (1 reply)
  115. Can the 100% owner of an LLC have Schedule C income, or because it's a (2 replies)
  116. Collectibles as investments (7 replies)
  117. Is the city's matching deferred comp in a 457 plan part of the total 8 (1 reply)
  118. PRIOR SERVICE CREDIT (1 reply)
  119. 25% and 15% calculations wrt ee deferrals (4 replies)
  120. How do you determine the annual additions limit for paired retirement (2 replies)
  121. Tip income (0 replies)
  122. Electronic signatures (2 replies)
  123. family attribution example (7 replies)
  124. Participation Date of Rehired Employee Who Had Received Involuntary Ca (1 reply)
  125. Working for a municipality, can an employee have a 457 TSA and also a (2 replies)
  126. Breaks in service and 5 year vesting. (1 reply)
  127. Admin firms who do Davis-Bacon plans (government contracts)? (5 replies)
  128. Can standardized MP plan be amended towards end of year to add a last- (4 replies)
  129. Comprehensive Pension Reform Bill (2 replies)
  130. Erroneous Deposit of Money Owed to Plan (2 replies)
  131. Looking for list of factors other than cost that a plan sponsor should (2 replies)
  132. May an LLC establish the Equivalent of a Stock Option Plan (2 replies)
  133. Prohibited transaction? A competitor for providing bundled DC Plan ser (5 replies)
  134. Is a former union employee immediately eligible to participate upon hi (1 reply)
  135. Sample size used for the audit of a plan (0 replies)
  136. Rollovers to a profit sharing plan that does not allow rollovers (0 replies)
  137. Rehired participant after a distribution. (0 replies)
  138. Contribution deposited, now ER doesn't want to allocate (4 replies)
  139. TIN's no longer required? (4 replies)
  140. Forfeiture Restoration (3 replies)
  141. Key employees and stock held in an ESOP (2 replies)
  142. Securities Lending (5 replies)
  143. 204(h) Notice Twice?? (1 reply)
  144. ERISA Release for Claim Involving Group Health Plan (0 replies)
  145. 401k plan termination after company's divisions split? (1 reply)
  146. Does an employer need to make the contribution to a dc plan before the (1 reply)
  147. IRC 404 Deduction limit (2 replies)
  148. Rollover within plan from mutual fund family to insurance company? can (2 replies)
  149. How does a Profit Sharing Plan with Multiple Contribution Rates Satisf (0 replies)
  150. EE Stock Purchase Plan - max # of shares? (0 replies)
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