Retirement Plans in General

5,771 topics in this forum

1. Trustee

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

2. Trustee - Not a US Citizen

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

3. Trustee change via restatement

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

4. Trustee Directed DC Plan Statements

   By zimbo, April 9, 2008
   • 0 replies
   • 1.3k views
   • 
   • zimbo
   • April 9, 2008

5. Trustee in Bankruptcy

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

6. Trustee in personal bankruptcy

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

7. Trustee Issue

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

8. Trustee Liability

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

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

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

10. trustee paid from the plan?

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

11. Trustee RFP

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

12. Trustee types and who signs

    By TPApril, July 27, 2023
    • 5 replies
    • 2.8k views
    • 
    • QDROphile
    • August 1, 2023

13. 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

14. Trustees for self directed brokerage accounts

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

15. Trusts in Controlled Group situations

    By Purplemandinga, December 7, 2018
    • 3 replies
    • 4.6k views
    • 
    • Purplemandinga
    • December 10, 2018

16. Truth In Lending

    By Guest merlin, October 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • October 8, 2002

17. Two different fiscal years in controlled group

    By richard, November 9, 1999
    • 0 replies
    • 2.2k views
    • 
    • richard
    • November 9, 1999

18. Two Employers Same Owner

    By thepensionmaven, October 1, 2019
    • 4 replies
    • 895 views
    • 
    • Larry Starr
    • October 2, 2019

19. Two New 402(f) Notices

    By buckaroo, October 23, 2009
    • 2 replies
    • 1k views
    • 
    • WDIK
    • October 23, 2009

20. Two Planners conflicting information on Controlled Groups

    By Guest Wesmon, May 11, 2012
    • 12 replies
    • 1.9k views
    • 
    • Mike Preston
    • May 16, 2012

21. Two Plans

    By Guest Packer, October 30, 2007
    • 5 replies
    • 2k views
    • 
    • mwyatt
    • November 20, 2007

22. Two Plans and Two Top Heavy Vesting Schedules

    By Guest Holly Foster, April 29, 2009
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • April 29, 2009

23. Two Plans Within A Controlled Group

    By mming, December 9, 2009
    • 1 reply
    • 1.2k views
    • 
    • Laura Harrington
    • December 9, 2009

24. Two plans--which get TH Contrib

    By BG5150, March 5, 2020
    • 9 replies
    • 1k views
    • 
    • david rigby
    • March 6, 2020

25. Two plans, same trust

    By MoShawn, February 11, 2010
    • 0 replies
    • 892 views
    • 
    • MoShawn
    • February 11, 2010

26. Two Sponsors In Same Plan Year

    By Christine Roberts, August 23, 2000
    • 1 reply
    • 1.5k views
    • 
    • Erik Read
    • September 1, 2000

27. Two tiered MP allocation

    By Guest LoloV, February 9, 2006
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • February 10, 2006

28. two year eligibility / rehire

    By Tom Poje, March 27, 2002
    • 2 replies
    • 1.8k views
    • 
    • R. Butler
    • March 27, 2002

29. Two year entry

    By Karen McIver, April 1, 2021
    • 2 replies
    • 2k views
    • 
    • Karen McIver
    • April 1, 2021

30. Two-Tiered Profit Sharing

    By jpod, October 3, 2014
    • 6 replies
    • 2.6k views
    • 
    • Bird
    • October 6, 2014

31. Tying bank services to receipt of qualified plan

    By Guest philc, October 29, 2003
    • 11 replies
    • 3k views
    • 
    • jpod
    • May 19, 2014

32. Type of business entity as factor in establishing PS Plan?

    By billfgrady, February 23, 2006
    • 4 replies
    • 1.9k views
    • 
    • Belgarath
    • February 23, 2006

33. U.S. Virgin Islands Retirement plans

    By rcline46, April 30, 2007
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • June 29, 2007

34. UBIT on Debt-Finance Property

    By JAY21, March 24, 2004
    • 0 replies
    • 986 views
    • 
    • JAY21
    • March 24, 2004

35. UBIT or not to UBIT

    By JAY21, August 31, 2004
    • 5 replies
    • 1.4k views
    • 
    • JAY21
    • September 1, 2004

36. UBIT Tax Rates (brackets)

    By JAY21, June 24, 2004
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • June 24, 2004

37. UBTI

    By B21, March 21, 2012
    • 2 replies
    • 1.4k views
    • 
    • Draper55
    • April 4, 2012

38. UBTI Question

    By Lou S., November 3, 2023
    • 0 replies
    • 427 views
    • 
    • Lou S.
    • November 3, 2023

39. UBTI- DOUBLE TAXATION

    By Guest AFRICA, August 8, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 8, 1999

40. UBTI?

    By Guest Jim Brennan, August 4, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 8, 1999

41. UCA and OBRA, required effective dates? Distinct from required execution dates

    By Guest Enda80, October 28, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 28, 2008

42. unbelievable

    By dh003i, November 10, 2004
    • 38 replies
    • 7k views
    • 
    • Appleby
    • December 3, 2004

43. uncashed pension checks

    By Guest jigpsu100, April 13, 2005
    • 4 replies
    • 3.5k views
    • 
    • Erik Read
    • April 19, 2005

44. Unclear Beneficiary Designation

    By Zorro1k, January 26, 2016   

    • Beneficiary
    • non-erisa
    • (and 2 more)

      Tagged with:

      • Beneficiary
      • non-erisa
      • unclear
      • designation
    • 5 replies
    • 2k views
    • 
    • Zorro1k
    • January 27, 2016
45. Uncontested divorce and retirement plan

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

46. Under Age Children in plan

    By Guest tajcc, February 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • February 13, 2007

47. Under funded retirement plans -- No death benefit

    By Guest Insuror, June 8, 1999
    • 2 replies
    • 1.5k views
    • 
    • Larry M
    • June 9, 1999

48. Underage Employees

    By Dougsbpc, March 16, 2006
    • 4 replies
    • 2.2k views
    • 
    • Dougsbpc
    • March 17, 2006

49. Understanding Affiliated Service Groups

    By Carrie, August 12, 2021
    • 2 replies
    • 1.1k views
    • 
    • Carrie
    • August 13, 2021

50. Uniform General Power of Attorney Act

    By J Simmons, September 22, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 2008