Retirement Plans in General

5,753 topics in this forum

1. Unrelated Business Income Tax

   By bdeancpa, September 16, 2013   

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

2. Unrelated Business Income Tax

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

3. Unrelated Employers and Code Section 415

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

4. Unreported rollover

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

5. Unsure of Controlled Group Status

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

6. Unused Sick Leave as Plan Contribution

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

7. unused vacation pay

   By cpc0506, October 19, 2015   

   • vacation pay versus severance
   • 7 replies
   • 2.4k views
   • 
   • Calavera
   • October 20, 2015

8. unvested participant is rehired

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

9. 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
   • 4.2k views
   • 
   • ERISAcpr
   • August 1, 2019

10. 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
    • 2.1k views
    • 
    • Peter Gulia
    • October 15, 2024

11. Updated Section 402(f) Notice

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

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

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

13. US citizen, foreign company

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

14. US citizen, foreign income, foreign pension

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

15. US Customs Abuse!

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

16. Usage Of AI/LLM In Benefits Practices

    By RatherBeGolfing, July 7
    • 5 replies
    • 3.4k views
    • 
    • LPHR
    • July 11

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

    By Christine Roberts, October 7, 2002
    • 7 replies
    • 1.5k views
    • 
    • Christine Roberts
    • October 14, 2002

18. use of compensation from prior employer

    By EGB, September 2, 1999
    • 4 replies
    • 1.9k views
    • 
    • EGB
    • September 8, 1999

19. Use of forfeiture accounts

    By Santo Gold, May 27, 2009
    • 4 replies
    • 1.7k views
    • 
    • Fisher
    • May 29, 2009

20. Use of Fractional Year

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

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

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

22. User fee waived?

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

23. User fees

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

24. USERRA

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

25. 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

26. 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

27. USERRA and Eligibility?

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

28. USERRA and State Law

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

29. USERRA for Voluntary Service?

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

30. USERRA help needed...

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

31. using 500 hours for eligibility & vesting

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

32. Using death databases.

    By david rigby, April 10, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 10, 1999

33. Using Forfeitures for Participant Education - specifically Financial Wellness

    By 401kology, March 5, 2024   

    • forfeitures
    • education
    • (and 1 more)

      Tagged with:

      • forfeitures
      • education
      • financial wellness
    • 7 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 8, 2024

34. Using identical prototype documents with QSLOBs/Multiple employer plan

    By Lori H, September 25, 2014
    • 1 reply
    • 961 views
    • 
    • Lou S.
    • September 25, 2014

35. using IRA funds to purchase a business

    By Guest jigpsu, February 8, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 9, 2006

36. Using Non Recourse Loans to buy assets in a IRA account

    By Guest Presbyterian, July 17, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 18, 2007

37. Using prior income for DB Plan

    By Earl, August 25, 2017
    • 2 replies
    • 698 views
    • 
    • Larry Starr
    • August 30, 2017

38. Using Surplus DB Assets

    By DP, November 7, 2002
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • November 7, 2002

39. Using the average benefits test for COVERAGE

    By Belgarath, May 3, 2019
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • May 20, 2019

40. Using up an excess company contribution

    By Bird, May 4, 2010
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • May 4, 2010

41. Valuation Date

    By Guest djsimonetti, November 23, 1998
    • 2 replies
    • 1.7k views
    • 
    • richard
    • November 24, 1998

42. Valuation Date for Quarterly Benefit Statements

    By J Simmons, February 9, 2007
    • 14 replies
    • 3.5k views
    • 
    • Guest
    • April 19, 2012

43. valuation date or calendar year for calculation?

    By thepensionmaven, November 30, 2017
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • November 30, 2017

44. Valuation for a balance forward plan

    By Guest EPS2, April 17, 2008
    • 5 replies
    • 2.3k views
    • 
    • PLAN MAN
    • April 18, 2008

45. valuation of bonds

    By Guest deathbycashcall, June 26, 2006
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • June 27, 2006

46. valuation of Life Insurance Policy

    By Guest Nixdad, February 12, 2010
    • 2 replies
    • 1.5k views
    • 
    • Ron Snyder
    • September 13, 2010

47. Valuing real estate in retirement plans

    By Draper55, December 30, 2020
    • 10 replies
    • 2.2k views
    • 
    • Luke Bailey
    • January 7, 2021

48. Various questions in Affiliated Service Group situation; interlocking law firms

    By R. Butler, September 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 26, 2003

49. VCP Filing for missing GUST deadline

    By Guest dyoder, February 24, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 25, 2004

50. VCP Submission Backlog? 11 months and counting?

    By Jaeded, May 2, 2023
    • 2 replies
    • 734 views
    • 
    • Barbara
    • May 4, 2023