Retirement Plans in General

5,753 topics in this forum

1. Terminating plan with outstanding check

   By Cynchbeast, January 6, 2013
   • 1 reply
   • 890 views
   • 
   • Bird
   • January 7, 2013

2. Terminating Plans-IRA Mandatory Rollover Amendments

   By JAY21, October 6, 2005
   • 3 replies
   • 1.5k views
   • 
   • JAY21
   • October 7, 2005

3. Terminating Profit Sharing Plan

   By thepensionmaven, March 31, 2020
   • 3 replies
   • 892 views
   • 
   • ratherbereading
   • March 31, 2020

4. Termination date

   By Guest JPIngold, November 19, 2014
   • 2 replies
   • 1.1k views
   • 
   • GMK
   • November 19, 2014

5. Termination date when participant receives severence pay.

   By Guest SPOT, January 7, 2002
   • 5 replies
   • 1.6k views
   • 
   • AndyH
   • January 9, 2002

6. Termination of a Nonqualfied Retirement Plan...Must you fully vest?

   By Guest PALAWYER, December 2, 1998
   • 1 reply
   • 1.5k views
   • 
   • LCARUSI
   • December 3, 1998

7. Termination of an Abandoned Plan by a third-party bank as custodian???

   By Guest RMM, March 9, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • March 14, 2000

8. Termination of Employment for Self-employed Owners

   By Alonzo Church, June 2, 2020
   • 5 replies
   • 1.6k views
   • 
   • Alonzo Church
   • June 2, 2020

9. Termination of IRS Audit Assessment: Form 872T?

   By Tax Cowboy, May 28, 2019   

   • audit termination
   • 1 reply
   • 863 views
   • 
   • thepensionmaven
   • May 31, 2019

10. Termination of Profit Sharing Plan

    By Guest JSinbad, October 20, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 9, 1998

11. Termination of services fee from plan assets

    By Bird, October 6, 2021
    • 3 replies
    • 2.7k views
    • 
    • Kac1214
    • October 6, 2021

12. Termination prior to NRA

    By Guest LoloV, March 6, 2006
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • March 6, 2006

13. Terminee Distributions from Annual Valuated Plans

    By Gadgetfreak, December 4, 2014
    • 13 replies
    • 1.4k views
    • 
    • ESOP Guy
    • December 5, 2014

14. testing

    By Guest lskin, May 23, 2006
    • 9 replies
    • 1.9k views
    • 
    • Jim Norman
    • May 24, 2006

15. testing 2 profit sharing allocations in the same plan

    By Santo Gold, June 19, 2006
    • 7 replies
    • 2.5k views
    • 
    • AndyH
    • June 20, 2006

16. Testing age

    By Jakyasar, July 29, 2024
    • 1 reply
    • 564 views
    • 
    • CuseFan
    • July 30, 2024

17. Testing for combo plans - fiscal year

    By Jakyasar, May 11, 2021
    • 4 replies
    • 686 views
    • 
    • Jakyasar
    • May 11, 2021

18. testing for plan with only vested terminees

    By PensionNewbee, July 14, 2003
    • 1 reply
    • 934 views
    • 
    • Blinky the 3-eyed Fish
    • July 14, 2003

19. Testing of 15 Separate Plans in a Controlled Group

    By Flyboyjohn, August 7
    • 10 replies
    • 3.2k views
    • 
    • truphao
    • August 9

20. Texas Municipal Retirement System

    By Guest rodneymm, March 13, 1999
    • 4 replies
    • 2.2k views
    • 
    • Dan
    • March 13, 1999

21. Text of 60-Day Extension of Applicability Date for Final DOL Fiduciary Rule and Related Class Exemptions

    By Dave Baker, April 4, 2017
    • 0 replies
    • 425 views
    • 
    • Dave Baker
    • April 4, 2017

22. TH - Related Rollovers

    By JackS, November 13, 2018
    • 8 replies
    • 2.4k views
    • 
    • Luke Bailey
    • November 15, 2018

23. TH contributions in a SH match plan

    By Bird, November 14, 2023
    • 8 replies
    • 752 views
    • 
    • austin3515
    • November 16, 2023

24. TH Test Balance question

    By BG5150, February 7, 2017
    • 6 replies
    • 521 views
    • 
    • Belgarath
    • February 8, 2017

25. That a retirement plan required no spouse's consent for a distribution before the participant's death meant a surviving spouse gets no portion of a $2.7 million benefit.

    By Peter Gulia, April 3, 2018   

    • qjsa; qpsa; survivor annuity; spouse
    • 48 replies
    • 5.5k views
    • 
    • ESOP Guy
    • April 12, 2018

26. The "Qualified Business Income" deduction

    By Belgarath, November 15, 2018
    • 3 replies
    • 913 views
    • 
    • Belgarath
    • November 16, 2018

27. The 1099 Employee question...

    By Basically, June 14, 2023
    • 6 replies
    • 1.2k views
    • 
    • Basically
    • June 20, 2023

28. The check for 2023 contribution is returned to the client by RK

    By Jakyasar, March 15
    • 6 replies
    • 2.4k views
    • 
    • Kirk Vaughn
    • March 18

29. the compromise pension bill and vesting

    By Tom Poje, September 29, 2005
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • September 29, 2005

30. The Cycle 3 restatement deadline for DC plans was July 31, 2022. That was a Sunday.

    By David Peckham, August 28, 2024
    • 5 replies
    • 1k views
    • 
    • david rigby
    • August 28, 2024

31. The definition of plan compensation.

    By Lori H, January 15, 2015
    • 3 replies
    • 1.9k views
    • 
    • Bird
    • January 16, 2015

32. The High Price of Bondage

    By mming, January 14, 2007
    • 8 replies
    • 2k views
    • 
    • SMB
    • February 16, 2007

33. the indexed limits

    By Tom Poje, January 16, 2015
    • 0 replies
    • 811 views
    • 
    • Tom Poje
    • January 16, 2015

34. The latest EPCRS

    By Tom Poje, August 15, 2008
    • 2 replies
    • 923 views
    • 
    • Guest
    • August 15, 2008

35. The Non Rollables

    By Jed Macy, November 3, 2001
    • 0 replies
    • 1.4k views
    • 
    • Jed Macy
    • November 3, 2001

36. The Noninvolved Spouse Exception to Attribution

    By Oh so SIMPLE, May 1, 2011
    • 4 replies
    • 2.7k views
    • 
    • PensionPro
    • May 2, 2011

37. the only stupid question is the one not asked

    By Guest pensiondoc, December 19, 1998
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • December 21, 1998

38. The purchased company's plan and coverage

    By AlbanyConsultant, May 9, 2008
    • 1 reply
    • 959 views
    • 
    • Mike Preston
    • May 9, 2008

39. The Secretary asserts fiduciary breaches for failing to "cash out" under-$5,000 accounts

    By Peter Gulia, September 25, 2017   

    • involuntary distribution; fiduciary breach; plan-administration expenses
    • 28 replies
    • 1.7k views
    • 
    • MoJo
    • September 26, 2017

40. The Universal Availability Rule

    By Guest Nabiyah1, September 10, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 2001

41. The Worst Plan Ever

    By Dave401k, April 4, 2019
    • 7 replies
    • 892 views
    • 
    • Below Ground
    • April 9, 2019

42. There's always something...

    By bzorc, December 19, 2023
    • 4 replies
    • 813 views
    • 
    • Lois Baker
    • December 20, 2023

43. Think Tank Says Proposed Pension Changes Would 'Overwhelmingly' Benefi

    By Dave Baker, July 13, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • July 19, 2000

44. third party admin software programs

    By jeanh, January 24, 2018
    • 12 replies
    • 2.8k views
    • 
    • YogaTPA
    • February 28, 2018

45. This group....

    By Cathy from Chicago, September 6, 2007
    • 2 replies
    • 4.4k views
    • 
    • Guest
    • February 18, 2009

46. This is a clarification ?

    By jevd, September 29, 2009
    • 16 replies
    • 1.8k views
    • 
    • jevd
    • September 30, 2009

47. This smells bad.

    By No Name, April 8, 2005
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 8, 2005

48. Three Partners, one wants a 401(k) Plan

    By pjbaer, February 6, 2017   

    • simple plan
    • 401(k) plan
    • 2 replies
    • 597 views
    • 
    • pjbaer
    • February 8, 2017

49. Three Texas Counties Have Already Privatized Social Security

    By joel, December 17, 1998
    • 0 replies
    • 2.3k views
    • 
    • joel
    • December 17, 1998

50. Tiered Profit Sharing - testing?

    By Tinman, June 12, 2020
    • 4 replies
    • 954 views
    • 
    • Larry Starr
    • June 12, 2020