Retirement Plans in General

5,772 topics in this forum

1. Substantiation guidelines under Rev Proc 93-42

   By Guest Stacey L Miller, August 12, 1999
   • 0 replies
   • 2.7k views
   • 
   • Guest
   • August 12, 1999

2. Successor employer adopts plan

   By Flyboyjohn, July 23, 2013
   • 10 replies
   • 2.1k views
   • 
   • masteff
   • July 26, 2013

3. Successor Liability under ERISA

   By Guest kg78, June 18, 2009
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • June 18, 2009

4. Successor plan technicality

   By Bri, July 11, 2023
   • 2 replies
   • 437 views
   • 
   • Bri
   • July 11, 2023

5. Successor Plan when Previous Plan is TH

   By BG5150, September 13, 2018
   • 2 replies
   • 585 views
   • 
   • C. B. Zeller
   • September 13, 2018

6. Successor Plan with new partnership

   By Kattdogg12, December 28, 2023
   • 0 replies
   • 740 views
   • 
   • Kattdogg12
   • December 28, 2023

7. Successor Trustee

   By Anonymoose, April 28, 2014   

   • Death of Trustee
   • 5 replies
   • 5.7k views
   • 
   • david rigby
   • April 29, 2014

8. Successor Trustees - Said NO

   By Guest cmckinney, December 21, 2008
   • 2 replies
   • 1.8k views
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   • Guest
   • March 17, 2009

9. Summary Annual Report

   By Guest annieap1, June 29, 2004
   • 1 reply
   • 3.1k views
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   • oriecat
   • June 30, 2004

10. Summary Annual Report

    By Lynn Campbell, August 8, 2003
    • 1 reply
    • 953 views
    • 
    • R. Butler
    • August 11, 2003

11. Summary Annual Report & Employee-Directed

    By Lynn Campbell, October 6, 1999
    • 2 replies
    • 1.4k views
    • 
    • richard
    • October 19, 1999

12. Summary of Material Modification?

    By chris, March 22, 2002
    • 1 reply
    • 1.7k views
    • 
    • KJohnson
    • March 22, 2002

13. Summary Plan Description Exemption

    By Guest ceholder, March 29, 2001
    • 1 reply
    • 1.7k views
    • 
    • Everett Moreland
    • March 29, 2001

14. Summary Plan Description/Plan Document

    By Jilliandiz, September 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2003

15. supplemental contribution requiring 5 yrs. of service

    By Guest Cal, June 3, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 5, 2000

16. Supplemental Executive Retirement Plan IRS year-end reporting

    By irsiscrazy, May 14, 2018
    • 3 replies
    • 7.5k views
    • 
    • Luke Bailey
    • May 16, 2018

17. Surety bonds question; who has to get covered?

    By Guest Enda80, January 14, 2008
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 20, 2008

18. Surgicenter/Affiliated Med. Practices & ASGs

    By Christine Roberts, November 12, 2003
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • November 12, 2003

19. Surrender Charge Reimbursement

    By Guest Rider, March 11, 2010
    • 3 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 12, 2010

20. Surrender of Life Insurance w/i P/S Plan

    By Guest amm19, June 3, 2003
    • 0 replies
    • 916 views
    • 
    • Guest
    • June 3, 2003

21. Survey material

    By Guest meggie, May 1, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 1, 2001

22. Survey: Are You Submitting Volume Submitter Plans to IRS?

    By Lynn Campbell, November 18, 2003
    • 3 replies
    • 1.1k views
    • 
    • rcline46
    • November 18, 2003

23. Surviving divorced spouse of Railroad imployee

    By Jo. Hastings-Bineault, April 6, 2017
    • 2 replies
    • 481 views
    • 
    • david rigby
    • April 6, 2017

24. surviving spouse

    By Guest KLCarter, January 12, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • January 12, 2007

25. Surviving Spouse RMD - HELP

    By Guest jvgatty, May 5, 2014
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • May 6, 2014

26. Surviving spouse's options after death of IRA owner

    By Guest Edward McElroy, December 9, 1998
    • 3 replies
    • 1.6k views
    • 
    • Kathy
    • January 8, 1999

27. switching from self directed to pooled assets

    By betheeg, July 24, 2007
    • 4 replies
    • 2k views
    • 
    • betheeg
    • July 25, 2007

28. Switching to top-paid group from lookback year for HCE determination

    By Jakyasar, November 18, 2021
    • 4 replies
    • 1.1k views
    • 
    • Jakyasar
    • November 18, 2021

29. Synopsis of Changes

    By SMB, July 18, 2005
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • July 19, 2005

30. Takeover Amendments and Anti-Cutback Rules

    By ldr, November 1, 2019   

    • retirement age
    • annuities
    • (and 1 more)

      Tagged with:

      • retirement age
      • annuities
      • anti-cutback
    • 9 replies
    • 2.2k views
    • 
    • Kevin C
    • November 6, 2019

31. Takeover and deduction related

    By Jakyasar, September 4, 2025
    • 4 replies
    • 3.5k views
    • 
    • Calavera
    • September 8, 2025

32. Takeover Plan-Fail deduction limit

    By Guest MEWilson, September 29, 2004
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • September 30, 2004

33. Taking a life insurance policy as a Distribution

    By KateSmithPA, October 9, 2001
    • 14 replies
    • 3.3k views
    • 
    • Guest
    • October 10, 2001

34. Taking a poll - assign plan number to SEP or SIMPLE-IRA?

    By Belgarath, February 3, 2015
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • February 3, 2015

35. Taking credit for leased employee contributions

    By Santo Gold, November 2, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 3, 2006

36. Taking fees from termianted participants' accounts

    By BG5150, November 9, 2010
    • 5 replies
    • 2.4k views
    • 
    • Belgarath
    • November 9, 2010

37. Taking over 2 plans for the same sponsor - are the fees required to provide information warranted?

    By Jakyasar, January 27, 2020
    • 9 replies
    • 1.4k views
    • 
    • Patricia Neal Jensen
    • January 28, 2020

38. Tardy amender for part of a year, tardy amender for all of a year?

    By Guest Enda80, February 14, 2009
    • 2 replies
    • 937 views
    • 
    • Guest
    • February 16, 2009

39. Target Benefit Allocation Question

    By Guest jc1457, July 28, 2009
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • July 28, 2009

40. Target Benefit and EGTRRA Limits

    By mwyatt, January 8, 2004
    • 12 replies
    • 2.4k views
    • 
    • mwyatt
    • January 9, 2004

41. target benefit and the land of the bizarre

    By Tom Poje, April 30, 2009
    • 0 replies
    • 973 views
    • 
    • Tom Poje
    • April 30, 2009

42. Target Benefit Calculation for Short Plan Year

    By mwyatt, June 13, 2003
    • 0 replies
    • 1k views
    • 
    • mwyatt
    • June 13, 2003

43. Target Benefit Investment options

    By Santo Gold, April 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • April 28, 2006

44. Target Benefit Issue

    By chris, January 8, 2004
    • 7 replies
    • 1.5k views
    • 
    • mwyatt
    • January 9, 2004

45. target benefit plan

    By mariemonroe, August 8, 2006
    • 8 replies
    • 3.1k views
    • 
    • AndyH
    • August 9, 2006

46. Target Benefit Plan

    By Guest GMec, July 8, 2009
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • July 8, 2009

47. Target Benefit Plan - 415(c) issue plus possibly incorrect contribution calculation

    By Jakyasar, June 15, 2022
    • 20 replies
    • 1.2k views
    • 
    • Bird
    • July 5, 2022

48. target benefit plan contribution

    By Ervin Barham, March 20, 2002
    • 5 replies
    • 2.4k views
    • 
    • AndyH
    • March 22, 2002

49. Target Benefit Plan forfeitures

    By AdKu, October 16, 2019
    • 6 replies
    • 1.9k views
    • 
    • AdKu
    • October 29, 2019

50. Target Benefit Plan Issues

    By chris, October 30, 2003
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • November 17, 2003