Retirement Plans in General

5,772 topics in this forum

1. Uniform General Power of Attorney Act

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

2. Uniform points plan fails nondiscrimination testing

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

3. Unintentional Control Group Consequences

   By SwimmingInBowelsOfERISA, October 26, 2021   

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

4. Union 204(h)

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

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

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

6. Union Arrangement?

   By WDIK, February 16, 2005
   • 20 replies
   • 3.6k views
   • 
   • Bird
   • February 18, 2005

7. Union benefits non union ee

   By SheilaD, August 13, 2008
   • 9 replies
   • 3.3k views
   • 
   • SheilaD
   • August 14, 2008

8. Union company, can owner have his own?

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

9. Union Contract with wage concession

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

10. Union hours - eligibility and vesting

    By AMarie, January 26, 2017
    • 3 replies
    • 2.1k views
    • 
    • AMarie
    • January 27, 2017

11. Union members

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

12. Union plan in a right to work state

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

13. Union Related Entity

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

14. unitized employer stock "fund"

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

15. 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

16. Unpaid Leave of Absence

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

17. Unpaid spouses service

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

18. Unrealized receivable for partner - plan pay?

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

19. Unrelated Business Income Tax

    By bdeancpa, September 16, 2013   

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

20. Unrelated Business Income Tax

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

21. Unrelated Employers and Code Section 415

    By buckaroo, December 5, 2018
    • 2 replies
    • 1.6k views
    • 
    • Larry Starr
    • December 5, 2018

22. Unreported rollover

    By Cynchbeast, May 10, 2013
    • 16 replies
    • 2.3k views
    • 
    • Bill Presson
    • May 15, 2013

23. Unsure of Controlled Group Status

    By mming, June 27, 2006
    • 3 replies
    • 2k views
    • 
    • Belgarath
    • June 27, 2006

24. Unused Sick Leave as Plan Contribution

    By Christine Roberts, August 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • August 23, 1999

25. unused vacation pay

    By cpc0506, October 19, 2015   

    • vacation pay versus severance
    • 7 replies
    • 2.5k views
    • 
    • Calavera
    • October 20, 2015

26. unvested participant is rehired

    By cpc0506, March 4, 2016
    • 5 replies
    • 852 views
    • 
    • cpc0506
    • March 4, 2016

27. update to SS-4 TIN website - SSN required?

    By justanotheradmin, January 2, 2018   

    • ss-4
    • tin
    • (and 1 more)

      Tagged with:

      • ss-4
      • tin
      • irs
    • 10 replies
    • 4.5k views
    • 
    • ERISAcpr
    • August 1, 2019

28. Updated Limits, COLAs

    By John Feldt ERPA CPC QPA, October 12, 2023   

    • cost of living adjustment
    • dollar limits
    • (and 1 more)

      Tagged with:

      • cost of living adjustment
      • dollar limits
      • cola
    • 10 replies
    • 2.2k views
    • 
    • Peter Gulia
    • October 15, 2024

29. Updated Section 402(f) Notice

    By Guest Dave Peckham, April 23, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 23, 2008

30. URGENT - Can you pay UBTI tax with plan assets?

    By FundeK, April 15, 2004
    • 3 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • April 16, 2004

31. US citizen, foreign company

    By ombskid, August 11, 2014
    • 1 reply
    • 777 views
    • 
    • Flyboyjohn
    • August 11, 2014

32. US citizen, foreign income, foreign pension

    By ombskid, August 12, 2015
    • 2 replies
    • 1k views
    • 
    • mbozek
    • August 18, 2015

33. US Customs Abuse!

    By Guest sponger42, June 21, 2007
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 22, 2007

34. Usage Of AI/LLM In Benefits Practices

    By RatherBeGolfing, July 7, 2025
    • 5 replies
    • 3.5k views
    • 
    • LPHR
    • July 11, 2025

35. Use Co. Stock to Pay Off Participant Loan?

    By Christine Roberts, October 7, 2002
    • 7 replies
    • 1.6k views
    • 
    • Christine Roberts
    • October 14, 2002

36. use of compensation from prior employer

    By EGB, September 2, 1999
    • 4 replies
    • 2k views
    • 
    • EGB
    • September 8, 1999

37. Use of forfeiture accounts

    By Santo Gold, May 27, 2009
    • 4 replies
    • 1.8k views
    • 
    • Fisher
    • May 29, 2009

38. Use of Fractional Year

    By chris, May 5, 2000
    • 3 replies
    • 1.5k views
    • 
    • Bill Berke
    • May 8, 2000

39. Use of service with a foreign affiliate w/ offset

    By Guest Cal, September 15, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 15, 1999

40. User fee waived?

    By R. Butler, July 26, 2002
    • 3 replies
    • 1.3k views
    • 
    • actuarysmith
    • July 26, 2002

41. User fees

    By david rigby, December 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • david rigby
    • December 10, 2001

42. USERRA

    By BTG, September 25, 2009
    • 1 reply
    • 929 views
    • 
    • BTG
    • October 20, 2009

43. USERRA - Accrual of Benefits for individuals who spend more than 5 yea

    By Guest S Terrill, June 17, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 1999

44. USERRA & 410(b) testing for employee who takes a position with a different employer.

    By Guest terric, February 15, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 15, 2005

45. USERRA and Eligibility?

    By Guest ERISA Anononymous, November 2, 2010
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • November 2, 2010

46. USERRA and State Law

    By Guest slt, November 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2001

47. USERRA for Voluntary Service?

    By Christine Roberts, April 20, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 8, 1999

48. USERRA help needed...

    By chris, December 4, 2003
    • 0 replies
    • 1.1k views
    • 
    • chris
    • December 4, 2003

49. using 500 hours for eligibility & vesting

    By betheeg, May 20, 2003
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 21, 2003

50. Using death databases.

    By david rigby, April 10, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 10, 1999