Retirement Plans in General

5,781 topics in this forum

1. uncashed pension checks

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

2. Unclear Beneficiary Designation

   By Zorro1k, January 26, 2016   

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

     Tagged with:

     • Beneficiary
     • non-erisa
     • unclear
     • designation
   • 5 replies
   • 2.1k views
   • 
   • Zorro1k
   • January 27, 2016
3. Uncontested divorce and retirement plan

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

4. Under Age Children in plan

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

5. Under funded retirement plans -- No death benefit

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

6. Underage Employees

   By Dougsbpc, March 16, 2006
   • 4 replies
   • 2.3k views
   • 
   • Dougsbpc
   • March 17, 2006

7. Understanding Affiliated Service Groups

   By Carrie, August 12, 2021
   • 2 replies
   • 1.2k views
   • 
   • Carrie
   • August 13, 2021

8. Uniform General Power of Attorney Act

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

9. Uniform points plan fails nondiscrimination testing

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

10. Unintentional Control Group Consequences

    By SwimmingInBowelsOfERISA, October 26, 2021   

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

11. Union 204(h)

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

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

    By BG5150, March 14, 2022
    • 4 replies
    • 1k views
    • 
    • justanotheradmin
    • March 30, 2022

13. Union Arrangement?

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

14. Union benefits non union ee

    By SheilaD, August 13, 2008
    • 9 replies
    • 3.4k views
    • 
    • SheilaD
    • August 14, 2008

15. Union company, can owner have his own?

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

16. Union Contract with wage concession

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

17. Union hours - eligibility and vesting

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

18. Union members

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

19. Union plan in a right to work state

    By K2retire, December 22, 2017
    • 5 replies
    • 1.3k views
    • 
    • K2retire
    • December 26, 2017

20. Union Related Entity

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

21. unitized employer stock "fund"

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

22. 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

23. Unpaid Leave of Absence

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

24. Unpaid spouses service

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

25. Unrealized receivable for partner - plan pay?

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

26. Unrelated Business Income Tax

    By bdeancpa, September 16, 2013   

    • UBTI
    • 4 replies
    • 1.6k views
    • 
    • jpod
    • September 18, 2013

27. Unrelated Business Income Tax

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

28. Unrelated Employers and Code Section 415

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

29. Unreported rollover

    By Cynchbeast, May 10, 2013
    • 16 replies
    • 2.4k views
    • 
    • Bill Presson
    • May 15, 2013

30. Unsure of Controlled Group Status

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

31. Unused Sick Leave as Plan Contribution

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

32. unused vacation pay

    By cpc0506, October 19, 2015   

    • vacation pay versus severance
    • 7 replies
    • 2.6k views
    • 
    • Calavera
    • October 20, 2015

33. unvested participant is rehired

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

34. 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
    • 4.8k views
    • 
    • ERISAcpr
    • August 1, 2019

35. 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
    • 2.3k views
    • 
    • Peter Gulia
    • October 15, 2024

36. Updated Section 402(f) Notice

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

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

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

38. US citizen, foreign company

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

39. US citizen, foreign income, foreign pension

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

40. US Customs Abuse!

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

41. Usage Of AI/LLM In Benefits Practices

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

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

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

43. use of compensation from prior employer

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

44. Use of forfeiture accounts

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

45. Use of Fractional Year

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

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

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

47. User fee waived?

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

48. User fees

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

49. USERRA

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

50. 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