Retirement Plans in General

5,751 topics in this forum

1. Two Planners conflicting information on Controlled Groups

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

2. Two Plans

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

3. Two Plans and Two Top Heavy Vesting Schedules

   By Guest Holly Foster, April 29, 2009
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • April 29, 2009

4. Two Plans Within A Controlled Group

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

5. Two plans--which get TH Contrib

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

6. Two plans, same trust

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

7. Two Sponsors In Same Plan Year

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

8. Two tiered MP allocation

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

9. two year eligibility / rehire

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

10. Two year entry

    By Karen McIver, April 1, 2021
    • 2 replies
    • 1.9k views
    • 
    • Karen McIver
    • April 1, 2021

11. Two-Tiered Profit Sharing

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

12. Tying bank services to receipt of qualified plan

    By Guest philc, October 29, 2003
    • 11 replies
    • 2.9k views
    • 
    • jpod
    • May 19, 2014

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

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

14. U.S. Virgin Islands Retirement plans

    By rcline46, April 30, 2007
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • June 29, 2007

15. UBIT on Debt-Finance Property

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

16. UBIT or not to UBIT

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

17. UBIT Tax Rates (brackets)

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

18. UBTI

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

19. UBTI Question

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

20. UBTI- DOUBLE TAXATION

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

21. UBTI?

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

22. 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

23. unbelievable

    By dh003i, November 10, 2004
    • 38 replies
    • 6.9k views
    • 
    • Appleby
    • December 3, 2004

24. uncashed pension checks

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

25. 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
26. Uncontested divorce and retirement plan

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

27. Under Age Children in plan

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

28. Under funded retirement plans -- No death benefit

    By Guest Insuror, June 8, 1999
    • 2 replies
    • 1.4k views
    • 
    • Larry M
    • June 9, 1999

29. Underage Employees

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

30. Understanding Affiliated Service Groups

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

31. Uniform General Power of Attorney Act

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

32. Uniform points plan fails nondiscrimination testing

    By Belgarath, September 24, 2018
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • September 24, 2018

33. Unintentional Control Group Consequences

    By SwimmingInBowelsOfERISA, October 26, 2021   

    • 401k
    • 2 replies
    • 597 views
    • 
    • Luke Bailey
    • October 27, 2021

34. Union 204(h)

    By rcline46, July 23, 2003
    • 1 reply
    • 1.6k views
    • 
    • GBurns
    • July 23, 2003

35. Union and non-union: two separate plans, combined for Top Heavy?

    By BG5150, March 14, 2022
    • 4 replies
    • 950 views
    • 
    • justanotheradmin
    • March 30, 2022

36. Union Arrangement?

    By WDIK, February 16, 2005
    • 20 replies
    • 3.5k views
    • 
    • Bird
    • February 18, 2005

37. Union benefits non union ee

    By SheilaD, August 13, 2008
    • 9 replies
    • 3.2k views
    • 
    • SheilaD
    • August 14, 2008

38. Union company, can owner have his own?

    By ombskid, March 3, 2016
    • 1 reply
    • 522 views
    • 
    • Mike Preston
    • March 3, 2016

39. Union Contract with wage concession

    By Guest Jennyb473, February 12, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 12, 2010

40. Union hours - eligibility and vesting

    By AMarie, January 26, 2017
    • 3 replies
    • 2k views
    • 
    • AMarie
    • January 27, 2017

41. Union members

    By pbarrett, September 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 7, 1999

42. Union plan in a right to work state

    By K2retire, December 22, 2017
    • 5 replies
    • 1.2k views
    • 
    • K2retire
    • December 26, 2017

43. Union Related Entity

    By Guest RS Vatalaro, July 13, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 14, 1999

44. unitized employer stock "fund"

    By Guest PMiller, March 23, 2006
    • 1 reply
    • 2.6k views
    • 
    • Kirk Maldonado
    • March 24, 2006

45. Unlicensed practice of law issue; web site of org of "legal document preparers"

    By Dave Baker, April 26, 2007
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • April 28, 2007

46. Unpaid Leave of Absence

    By Locust, October 4, 2007
    • 0 replies
    • 1.3k views
    • 
    • Locust
    • October 4, 2007

47. Unpaid spouses service

    By Guest PAUL DUGAN, March 10, 2001
    • 4 replies
    • 1.6k views
    • 
    • Erik Read
    • March 15, 2001

48. Unrealized receivable for partner - plan pay?

    By AKconsult, April 9, 2008
    • 2 replies
    • 1.5k views
    • 
    • BeckyMiller
    • April 15, 2008

49. Unrelated Business Income Tax

    By bdeancpa, September 16, 2013   

    • UBTI
    • 4 replies
    • 1.5k views
    • 
    • jpod
    • September 18, 2013

50. Unrelated Business Income Tax

    By bdeancpa, October 11, 2005
    • 6 replies
    • 2.3k views
    • 
    • JAY21
    • October 12, 2005