Retirement Plans in General

5,772 topics in this forum

1. TPA firms raising rates

   By R. Scott, November 3, 2023
   • 10 replies
   • 1.9k views
   • 
   • Belgarath
   • November 10, 2023

2. TPA lost (?) Beneficiary Designation, (Deceased Participant)

   By TCWalker, September 23, 2004
   • 3 replies
   • 1.9k views
   • 
   • mbozek
   • September 24, 2004

3. TPA or Sponsor (client) to respond to employee requests

   By SSRRS, July 2, 2019
   • 16 replies
   • 2.3k views
   • 
   • jashendorf
   • July 9, 2019

4. TPA revenue sharing

   By Santo Gold, October 8, 2014
   • 9 replies
   • 2k views
   • 
   • Kevin C
   • October 9, 2014

5. TPA Sample Forms

   By AmyETPA, April 19, 2023
   • 1 reply
   • 557 views
   • 
   • Paul I
   • April 20, 2023

6. TPA service issues

   By eilano, November 17, 2005
   • 6 replies
   • 2.6k views
   • 
   • Erik Read
   • November 23, 2005

7. TPA specializing in plans for residents of Puerto Rico

   By Guest Achilles, October 23, 2015
   • 0 replies
   • 798 views
   • 
   • Guest
   • October 23, 2015

8. TPA's References Trustar vs. ADP

   By Guest Laura Heinrich, September 8, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • September 8, 1999

9. TPG question--applies to HSA, too?

   By BG5150, September 27, 2022
   • 4 replies
   • 1.1k views
   • 
   • CuseFan
   • September 28, 2022

10. TRA-86 Remedial Amendment Period for Tax-Exempts

    By davef, November 30, 1998
    • 1 reply
    • 2.6k views
    • 
    • Chester
    • November 30, 1998

11. Trade Association Profit Sharing Plan

    By richard, December 23, 1999
    • 0 replies
    • 1.5k views
    • 
    • richard
    • December 23, 1999

12. Traders' income for pension purposes

    By Guest IntPenDes, November 10, 1998
    • 2 replies
    • 1.7k views
    • 
    • imchipbrown
    • November 24, 1998

13. Traditional IRA transfer to Solo 401k

    By nkaufman, February 5, 2021   

    • ira
    • keogh
    • (and 1 more)

      Tagged with:

      • ira
      • keogh
      • 401k
    • 10 replies
    • 2.3k views
    • 
    • nkaufman
    • February 7, 2021

14. Transaction between plans of same employer

    By Earl, April 25, 2017
    • 15 replies
    • 1.2k views
    • 
    • jpod
    • April 27, 2017

15. Transamerica to Require Use of TPAs for New Retirement Plan Business with Less Than $3M in Assets

    By Dave Baker, February 22, 2018
    • 0 replies
    • 738 views
    • 
    • Dave Baker
    • February 22, 2018

16. Transfer of Life Insurance into Plan

    By Guest, September 14, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 15, 1999

17. Transfer of non-vested money to another plan

    By Santo Gold, February 23, 2007
    • 5 replies
    • 3k views
    • 
    • david rigby
    • February 23, 2007

18. Transfer of Plan assets

    By eilano, May 28, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 29, 2002

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

    By David, December 12, 2000
    • 4 replies
    • 1.6k views
    • 
    • BeckyMiller
    • December 20, 2000

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

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

21. Transferring assets

    By k man, June 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • k man
    • June 18, 2001

22. Transferring Loans

    By katieinny, January 9, 2003
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • January 9, 2003

23. Transfers between plans

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

24. Transit/parking plans

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

25. Transition Period for Acqusitions

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

26. Transition Plan for Founders of Small Business

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

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

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

28. 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

29. Translation into common English please

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

30. Translation Services

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

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

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

32. 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

33. Treatment of non-deductible contributions

    By SoCalActuary, May 22, 2018
    • 4 replies
    • 1k views
    • 
    • SoCalActuary
    • May 24, 2018

34. Treatment of rank and file if plan is disqualifed

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

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

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

36. Trouble with the IRS forms and publications page

    By Belgarath, October 9, 2025
    • 1 reply
    • 2k views
    • 
    • Lois Baker
    • October 9, 2025

37. Troubled about limitation of liability clause in proposed administrati

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

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

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

39. Trump to halt fiduciary rule

    By Tom Poje, February 3, 2017
    • 17 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • February 9, 2017

40. Trust Accounting - Life Insurance

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

41. Trust accounting for a pooled plan

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

42. Trust Accounting For Life Insurance Policy

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

43. Trust Agreements in Prototype Plans

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

44. Trust ID #'s

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

45. Trust ID Number with "P" suffix

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

46. Trust ID numbers

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

47. Trust ID Numbers

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

48. 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

49. Trust Identification Numbers

    By puzzledbypensions, May 9, 2016   

    • TIN
    • 14 replies
    • 4.2k views
    • 
    • Mike Preston
    • July 26, 2016

50. Trust income received after plan termination

    By imchipbrown, May 6, 2025
    • 14 replies
    • 4k views
    • 
    • Peter Gulia
    • May 9, 2025