Retirement Plans in General

5,753 topics in this forum

1. Transfer of stock as a co. contribution???

   By David, December 12, 2000
   • 4 replies
   • 1.5k views
   • 
   • BeckyMiller
   • December 20, 2000

2. Transfer to Qualified Replacement Plan (QRP) - subject to QJSA?

   By Jakyasar, September 6, 2021
   • 2 replies
   • 1.3k views
   • 
   • Jakyasar
   • September 6, 2021

3. Transferring assets

   By k man, June 18, 2001
   • 0 replies
   • 1.3k views
   • 
   • k man
   • June 18, 2001

4. Transferring Loans

   By katieinny, January 9, 2003
   • 4 replies
   • 1.5k views
   • 
   • mbozek
   • January 9, 2003

5. Transfers between plans

   By Guest bobolink, October 28, 2010
   • 1 reply
   • 955 views
   • 
   • Ron Snyder
   • November 5, 2010

6. Transit/parking plans

   By Guest EDD, February 27, 2003
   • 9 replies
   • 1.4k views
   • 
   • GBurns
   • March 6, 2003

7. Transition Period for Acqusitions

   By Guest LoloV, April 14, 2005
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • April 14, 2005

8. Transition Plan for Founders of Small Business

   By Christine Roberts, September 13, 2001
   • 1 reply
   • 1.8k views
   • 
   • GBurns
   • September 29, 2001

9. Transition rule under 410(b)(6)(C)

   By buckaroo, April 26, 2018
   • 5 replies
   • 1.7k views
   • 
   • buckaroo
   • May 1, 2018

10. Transitional management of retirement plans due to acquisition

    By Guest keep it simple, March 9, 2005
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • March 10, 2005

11. Translation into common English please

    By Tom Poje, November 29, 2012
    • 2 replies
    • 886 views
    • 
    • Tom Poje
    • November 29, 2012

12. Translation Services

    By EBECatty, April 20, 2021
    • 12 replies
    • 1.6k views
    • 
    • Ricardo Ochoa
    • April 22, 2021

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

    By John A, April 16, 2002
    • 3 replies
    • 2.9k views
    • 
    • Belgarath
    • April 17, 2002

14. Treatment of MP plan's forfeitures when MP plan merges into PS plan

    By Guest Kelly Igel, February 6, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 8, 2002

15. Treatment of non-deductible contributions

    By SoCalActuary, May 22, 2018
    • 4 replies
    • 990 views
    • 
    • SoCalActuary
    • May 24, 2018

16. Treatment of rank and file if plan is disqualifed

    By Guest BobParks, January 24, 2002
    • 5 replies
    • 1.6k views
    • 
    • KJohnson
    • January 24, 2002

17. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!!

    By jlf, August 30, 1999
    • 0 replies
    • 1.3k views
    • 
    • jlf
    • August 30, 1999

18. Trouble with the IRS forms and publications page

    By Belgarath, October 9
    • 1 reply
    • 1.1k views
    • 
    • Lois Baker
    • October 9

19. Troubled about limitation of liability clause in proposed administrati

    By Dave Baker, October 26, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • October 27, 1999

20. Trump executive order boosts MEPs (PEP? ARP?)

    By RatherBeGolfing, August 31, 2018
    • 15 replies
    • 1.1k views
    • 
    • ACK
    • September 10, 2018

21. Trump to halt fiduciary rule

    By Tom Poje, February 3, 2017
    • 17 replies
    • 1k views
    • 
    • RatherBeGolfing
    • February 9, 2017

22. Trust Accounting - Life Insurance

    By Guest Stephanie Tapp, March 30, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 30, 2007

23. Trust accounting for a pooled plan

    By Bird, April 24, 2023
    • 6 replies
    • 1.3k views
    • 
    • Nate S
    • April 26, 2023

24. Trust Accounting For Life Insurance Policy

    By mming, September 30, 2013
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • September 30, 2013

25. Trust Agreements in Prototype Plans

    By Guest LLandau, February 18, 2002
    • 3 replies
    • 4k views
    • 
    • Guest
    • May 6, 2002

26. Trust ID #'s

    By Doghouse, December 1, 2009
    • 2 replies
    • 945 views
    • 
    • J Simmons
    • December 2, 2009

27. Trust ID Number with "P" suffix

    By David MacLennan, September 21, 2004
    • 8 replies
    • 2.4k views
    • 
    • David MacLennan
    • September 22, 2004

28. Trust ID numbers

    By Guest Mike Kimball, October 22, 1999
    • 6 replies
    • 2k views
    • 
    • Guest
    • December 14, 2001

29. Trust ID Numbers

    By Guest taj32z, November 8, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 8, 2002

30. Trust ID, Form SS-4

    By John Feldt ERPA CPC QPA, February 12, 2007
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 16, 2007

31. Trust Identification Numbers

    By puzzledbypensions, May 9, 2016   

    • TIN
    • 14 replies
    • 4.1k views
    • 
    • Mike Preston
    • July 26, 2016

32. Trust income received after plan termination

    By imchipbrown, May 6
    • 14 replies
    • 4k views
    • 
    • Peter Gulia
    • May 9

33. Trust with no sponsor

    By ombskid, August 8, 2008
    • 1 reply
    • 915 views
    • 
    • J Simmons
    • August 8, 2008

34. Trustee

    By Guest michaels4811, December 29, 2010
    • 3 replies
    • 1k views
    • 
    • mbozek
    • December 29, 2010

35. Trustee - Not a US Citizen

    By 52626, August 20, 2014
    • 0 replies
    • 1k views
    • 
    • 52626
    • August 20, 2014

36. Trustee change via restatement

    By Belgarath, November 11, 2021
    • 10 replies
    • 1.2k views
    • 
    • BG5150
    • November 24, 2021

37. Trustee Directed DC Plan Statements

    By zimbo, April 9, 2008
    • 0 replies
    • 1.2k views
    • 
    • zimbo
    • April 9, 2008

38. Trustee in Bankruptcy

    By Guest Thornton, February 20, 2010
    • 1 reply
    • 969 views
    • 
    • Peter Gulia
    • February 20, 2010

39. Trustee in personal bankruptcy

    By Oh so SIMPLE, February 15, 2011
    • 1 reply
    • 925 views
    • 
    • Ron Snyder
    • February 15, 2011

40. Trustee Issue

    By Guest light, May 26, 1999
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • May 27, 1999

41. Trustee Liability

    By Guest wwest, February 28, 2000
    • 1 reply
    • 3.6k views
    • 
    • Guest
    • February 29, 2000

42. Trustee of PSP wants to purchase land with plan assets

    By doombuggy, February 24, 2011
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • February 25, 2011

43. trustee paid from the plan?

    By Santo Gold, June 14, 2007
    • 11 replies
    • 2.2k views
    • 
    • four01kman
    • June 15, 2007

44. Trustee RFP

    By alexa, March 16, 2006
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • March 23, 2006

45. Trustee types and who signs

    By TPApril, July 27, 2023
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • August 1, 2023

46. Trustee Voting of Stock Held as General Investment in Plan

    By Guest Edward McElroy, November 24, 1998
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • November 25, 1998

47. Trustees for self directed brokerage accounts

    By AKconsult, December 18, 2012
    • 0 replies
    • 716 views
    • 
    • AKconsult
    • December 18, 2012

48. Trusts in Controlled Group situations

    By Purplemandinga, December 7, 2018
    • 3 replies
    • 4.5k views
    • 
    • Purplemandinga
    • December 10, 2018

49. Truth In Lending

    By Guest merlin, October 8, 2002
    • 2 replies
    • 1.4k views
    • 
    • Alan Simpson
    • October 8, 2002

50. Two different fiscal years in controlled group

    By richard, November 9, 1999
    • 0 replies
    • 2.1k views
    • 
    • richard
    • November 9, 1999