Retirement Plans in General

5,771 topics in this forum

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

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

2. using IRA funds to purchase a business

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

3. 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

4. Using prior income for DB Plan

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

5. Using Surplus DB Assets

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

6. Using the average benefits test for COVERAGE

   By Belgarath, May 3, 2019
   • 4 replies
   • 2.7k views
   • 
   • Tom Poje
   • May 20, 2019

7. Using up an excess company contribution

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

8. Valuation Date

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

9. Valuation Date for Quarterly Benefit Statements

   By J Simmons, February 9, 2007
   • 14 replies
   • 3.6k views
   • 
   • Guest
   • April 19, 2012

10. valuation date or calendar year for calculation?

    By thepensionmaven, November 30, 2017
    • 3 replies
    • 2.2k views
    • 
    • Bird
    • November 30, 2017

11. Valuation for a balance forward plan

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

12. valuation of bonds

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

13. valuation of Life Insurance Policy

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

14. Valuing real estate in retirement plans

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

15. 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

16. VCP Filing for missing GUST deadline

    By Guest dyoder, February 24, 2004
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 25, 2004

17. VCP Submission Backlog? 11 months and counting?

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

18. VCP submission for defaulted loan

    By Cynchbeast, August 4, 2013
    • 0 replies
    • 1.1k views
    • 
    • Cynchbeast
    • August 4, 2013

19. Verifying whether an employer exists

    By Guest R. Daestrom, April 6, 2004
    • 2 replies
    • 1k views
    • 
    • Appleby
    • April 7, 2004

20. Very Basic Question

    By PJ2009, August 18, 2009
    • 10 replies
    • 2.1k views
    • 
    • PJ2009
    • August 21, 2009

21. Very confusing item on form 5307

    By Trekker, October 21, 2015
    • 2 replies
    • 1.3k views
    • 
    • Trekker
    • April 14, 2016

22. Vest amount after separation

    By Guest username1, January 12, 1999
    • 3 replies
    • 1.5k views
    • 
    • KIP KRAUS
    • January 13, 1999

23. vested account balance after in-service withdrawal

    By Belgarath, October 20, 2008
    • 5 replies
    • 2.3k views
    • 
    • Belgarath
    • October 27, 2008

24. Vested Acct Bal after partial withdrawal?

    By BG5150, December 11, 2019
    • 7 replies
    • 1.4k views
    • 
    • BG5150
    • December 13, 2019

25. Vesting

    By DP, December 11, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • December 11, 2012

26. vesting

    By Lori H, March 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • Lori H
    • March 30, 2007

27. vesting % not following document

    By Guest Jill B, June 2, 2010
    • 9 replies
    • 1.5k views
    • 
    • Guest
    • June 28, 2010

28. Vesting Amendment

    By Oh so SIMPLE, April 8, 2010
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 13, 2010

29. vesting and rehire?

    By Chippy, November 23, 2015
    • 5 replies
    • 1k views
    • 
    • Calavera
    • November 23, 2015

30. Vesting and sale of affiliate

    By Ananda, November 5, 2021
    • 6 replies
    • 1.3k views
    • 
    • Bill Presson
    • November 8, 2021

31. Vesting Change

    By dmb, July 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • July 30, 2002

32. Vesting Computation Period Change

    By Pam S., May 10, 2021
    • 2 replies
    • 999 views
    • 
    • Bird
    • May 11, 2021

33. vesting credit

    By Guest gwj57, October 20, 2005
    • 10 replies
    • 3.5k views
    • 
    • My 2 cents
    • September 26, 2016

34. vesting credit for prior (other) employment

    By Guest jreeger, June 18, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 23, 1999

35. Vesting Cutback Conundrum

    By Christine Roberts, November 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • November 6, 2001

36. Vesting error by Plan administrator - they want money returned

    By MJR, August 24, 2022
    • 8 replies
    • 1.6k views
    • 
    • ESOP Guy
    • August 26, 2022

37. Vesting for New Hires

    By Guest Cbanarer, July 10, 2002
    • 5 replies
    • 4.3k views
    • 
    • Tom Poje
    • July 16, 2002

38. Vesting For Rehires

    By mming, August 12, 2015
    • 2 replies
    • 1.5k views
    • 
    • mming
    • August 13, 2015

39. vesting for tax-exempt organizations

    By Santo Gold, September 29, 2006
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 29, 2006

40. Vesting from Effective Date of the Plan

    By thepensionmaven, January 21, 2022
    • 4 replies
    • 975 views
    • 
    • thepensionmaven
    • January 27, 2022

41. vesting hours

    By Guest npsa, May 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • May 15, 2003

42. vesting in a PS only plan

    By Santo Gold, August 20, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 20, 2008

43. Vesting in Collectively Bargained Plans

    By dmb, April 26, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • April 26, 2002

44. Vesting in Combo DB/DC

    By Doghouse, November 2, 2011
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 3, 2011

45. Vesting in frozen plan

    By Moe Howard, August 8, 2003
    • 9 replies
    • 4.9k views
    • 
    • david rigby
    • August 8, 2003

46. Vesting in second plan

    By Richard Anderson, February 28, 2001
    • 2 replies
    • 1.6k views
    • 
    • Richard Anderson
    • March 1, 2001

47. vesting in short year

    By Guest m.n.ouellette, January 28, 2008
    • 11 replies
    • 4k views
    • 
    • mming
    • March 12, 2008

48. Vesting Issue

    By buckaroo, November 21, 2017
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • November 22, 2017

49. Vesting on 403(b) match when made to Church Retirement Plan.

    By Guest tonjer, October 29, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 29, 2002

50. vesting on contributions

    By Santo Gold, November 15, 2018
    • 12 replies
    • 1.8k views
    • 
    • Peter Gulia
    • November 16, 2018