Retirement Plans in General

5,751 topics in this forum

1. Very Basic Question

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

2. Very confusing item on form 5307

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

3. Vest amount after separation

   By Guest username1, January 12, 1999
   • 3 replies
   • 1.4k views
   • 
   • KIP KRAUS
   • January 13, 1999

4. vested account balance after in-service withdrawal

   By Belgarath, October 20, 2008
   • 5 replies
   • 2.2k views
   • 
   • Belgarath
   • October 27, 2008

5. Vested Acct Bal after partial withdrawal?

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

6. Vesting

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

7. vesting

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

8. vesting % not following document

   By Guest Jill B, June 2, 2010
   • 9 replies
   • 1.4k views
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   • Guest
   • June 28, 2010

9. Vesting Amendment

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

10. vesting and rehire?

    By Chippy, November 23, 2015
    • 5 replies
    • 991 views
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    • Calavera
    • November 23, 2015

11. Vesting and sale of affiliate

    By Ananda, November 5, 2021
    • 6 replies
    • 1.2k views
    • 
    • Bill Presson
    • November 8, 2021

12. Vesting Change

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

13. Vesting Computation Period Change

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

14. vesting credit

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

15. vesting credit for prior (other) employment

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

16. Vesting Cutback Conundrum

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

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

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

18. Vesting for New Hires

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

19. Vesting For Rehires

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

20. vesting for tax-exempt organizations

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

21. Vesting from Effective Date of the Plan

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

22. vesting hours

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

23. vesting in a PS only plan

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

24. Vesting in Collectively Bargained Plans

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

25. Vesting in Combo DB/DC

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

26. Vesting in frozen plan

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

27. Vesting in second plan

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

28. vesting in short year

    By Guest m.n.ouellette, January 28, 2008
    • 11 replies
    • 3.9k views
    • 
    • mming
    • March 12, 2008

29. Vesting Issue

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

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

    By Guest tonjer, October 29, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 29, 2002

31. vesting on contributions

    By Santo Gold, November 15, 2018
    • 12 replies
    • 1.7k views
    • 
    • Peter Gulia
    • November 16, 2018

32. vESTING ON TERMINATION

    By Guest Cbanarer, October 2, 1998
    • 1 reply
    • 2k views
    • 
    • imchipbrown
    • October 3, 1998

33. Vesting Pre-ERISA

    By Guest Corey, September 16, 1998
    • 2 replies
    • 5.7k views
    • 
    • Guest
    • September 16, 1998

34. Vesting Question

    By Guest greymann, January 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • January 15, 1999

35. vesting question

    By eilano, December 13, 2006
    • 4 replies
    • 1.9k views
    • 
    • eilano
    • December 14, 2006

36. Vesting Question

    By Dougsbpc, November 28, 2016
    • 8 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 29, 2016

37. vesting question

    By puzzledbypensions, July 26, 2016
    • 3 replies
    • 783 views
    • 
    • ESOP Guy
    • July 26, 2016

38. Vesting Question

    By mming, November 16, 2012
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • November 16, 2012

39. Vesting question on controlled group plan being separated into 2 plans

    By Guest nlmc18, November 4, 2004
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • November 5, 2004

40. Vesting question; you have to comply with PPA strictures on vesting even though the PPA restatement/amendment has not come due?

    By Guest PivotTable, August 29, 2010
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • August 30, 2010

41. Vesting related

    By Jakyasar, August 19
    • 7 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 20

42. Vesting required to be shown on annual benefit statement?

    By John A, November 15, 2000
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • November 16, 2000

43. Vesting Schedule Amendment

    By msmith, October 10, 2014
    • 14 replies
    • 5.7k views
    • 
    • Tom Poje
    • October 14, 2014

44. Vesting schedule amendment - affect on non-participants

    By Santo Gold, April 12, 2007
    • 1 reply
    • 1.2k views
    • 
    • Santo Gold
    • April 12, 2007

45. vesting schedule change

    By Lou81, February 13, 2020   

    • vesting
    • 3 replies
    • 1k views
    • 
    • ESOP Guy
    • February 13, 2020

46. Vesting schedule that starts at 20% in the third year still acceptable?

    By Guest Enda80, March 5, 2009
    • 2 replies
    • 905 views
    • 
    • J Simmons
    • March 5, 2009

47. Vesting Service

    By Guest sammy, March 13, 2003
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 17, 2003

48. Vesting Service and last day

    By Guest Serena, June 15, 2010
    • 6 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 17, 2010

49. Vesting Service going from SIMPLE to 401(k)

    By dmb, October 13, 2004
    • 2 replies
    • 1k views
    • 
    • dmb
    • October 13, 2004

50. Vesting service prior to effective date of the plan

    By thepensionmaven, June 26, 2019
    • 6 replies
    • 3.8k views
    • 
    • NJ Mike
    • June 28, 2019