Retirement Plans in General

5,771 topics in this forum

1. vESTING ON TERMINATION

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

2. Vesting Pre-ERISA

   By Guest Corey, September 16, 1998
   • 2 replies
   • 5.8k views
   • 
   • Guest
   • September 16, 1998

3. Vesting Question

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

4. vesting question

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

5. Vesting Question

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

6. vesting question

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

7. Vesting Question

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

8. 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

9. 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

10. Vesting related

    By Jakyasar, August 19, 2025
    • 7 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 20, 2025

11. 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

12. Vesting Schedule Amendment

    By msmith, October 10, 2014
    • 14 replies
    • 5.8k views
    • 
    • Tom Poje
    • October 14, 2014

13. Vesting schedule amendment - affect on non-participants

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

14. vesting schedule change

    By Lou81, February 13, 2020   

    • vesting
    • 3 replies
    • 1.1k views
    • 
    • ESOP Guy
    • February 13, 2020

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

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

16. Vesting Service

    By Guest sammy, March 13, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 17, 2003

17. Vesting Service and last day

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

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

    By dmb, October 13, 2004
    • 2 replies
    • 1.1k views
    • 
    • dmb
    • October 13, 2004

19. Vesting service prior to effective date of the plan

    By thepensionmaven, June 26, 2019
    • 6 replies
    • 4k views
    • 
    • NJ Mike
    • June 28, 2019

20. Vesting service related

    By Jakyasar, October 23, 2024
    • 5 replies
    • 1.4k views
    • 
    • Jakyasar
    • October 25, 2024

21. Vesting using elapsed time

    By Belgarath, June 6, 2025
    • 5 replies
    • 3.9k views
    • 
    • Belgarath
    • June 6, 2025

22. Vesting when merging plans

    By Guest Thornton, June 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 8, 2001

23. Vesting Years in two Plans

    By dmb, February 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • February 26, 2001

24. Vesting/defined benefit

    By Guest efstreet, June 12, 2003
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • June 13, 2003

25. VFCP - excise tax on ERISA 406(b)(2) transaction

    By TaxLawyer1978, September 26, 2018
    • 3 replies
    • 900 views
    • 
    • Luke Bailey
    • September 28, 2018

26. Violating 25% deductibiltiy limit--remedy?

    By BG5150, May 13, 2016
    • 10 replies
    • 1.6k views
    • 
    • Trekker
    • December 19, 2016

27. Violation of Exclusive Benefit Rule?

    By lkpittman, July 13, 1999
    • 5 replies
    • 2.6k views
    • 
    • lkpittman
    • July 19, 1999

28. Volume Submitter Document question

    By imchipbrown, December 9, 2000
    • 0 replies
    • 1.2k views
    • 
    • imchipbrown
    • December 9, 2000

29. Voluntary change to cash balance plan: how does one decide?

    By Guest Franklin Evans, March 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • March 14, 2002

30. Voluntary contribution if none by NHCE

    By Guest JCD, November 27, 2002
    • 2 replies
    • 1.2k views
    • 
    • four01kman
    • November 27, 2002

31. Voluntary Contributions to DB Plans

    By Guest rocnrols2, June 25, 2003
    • 0 replies
    • 881 views
    • 
    • Guest
    • June 25, 2003

32. Voluntary Early Retirement Incentive

    By Guest tonjer, January 29, 2003
    • 6 replies
    • 2.6k views
    • 
    • mbozek
    • January 31, 2003

33. Voluntary employee contributions something of a misnomer

    By Guest Enda80, August 21, 2008
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • August 21, 2008

34. Voya Vesting Update

    By TH 401k, October 27, 2025
    • 3 replies
    • 1.2k views
    • 
    • ratherbereading
    • October 29, 2025

35. W-2 income paid to estate of deceased participant

    By Belgarath, December 6, 2018
    • 3 replies
    • 704 views
    • 
    • Belgarath
    • December 6, 2018

36. W-2 issued with no pre-tax deferrals

    By katdmin, March 10, 2021
    • 2 replies
    • 830 views
    • 
    • katdmin
    • March 10, 2021

37. W-2 vs. 415 Compensation

    By Guest PJW, October 1, 2002
    • 5 replies
    • 11.4k views
    • 
    • Archimage
    • October 3, 2002

38. W-2's for union employees

    By Guest JPIngold, January 25, 2011
    • 1 reply
    • 3.1k views
    • 
    • masteff
    • January 25, 2011

39. W2 compensation - child support

    By perplexedbypensions, June 25, 2020
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • June 26, 2020

40. Waiver of 4980F excise tax for 204(h) notice

    By Guest Rocky, September 15, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 15, 2008

41. Waiver of 60-Day Rollover Requirement

    By spiritrider, August 25, 2016
    • 0 replies
    • 445 views
    • 
    • spiritrider
    • August 25, 2016

42. waiver of money purchase plan minimum funding for 1 plan year

    By maverick, November 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • November 15, 2001

43. Waiver of Participation

    By Lynn Campbell, August 6, 2003
    • 5 replies
    • 3.5k views
    • 
    • Tom Poje
    • October 25, 2018

44. Waiver of Participation

    By smm, July 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • July 10, 2001

45. Waiver of PS due to SSI benefits?

    By BG5150, April 27, 2022
    • 3 replies
    • 594 views
    • 
    • Peter Gulia
    • May 1, 2022

46. WAN license for Relius

    By ConnieStorer, March 27, 2020
    • 9 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • March 28, 2020

47. Want to start a TPA

    By Guest JimJ, September 17, 2001
    • 4 replies
    • 1.6k views
    • 
    • Erik Read
    • September 21, 2001

48. Wanted: Used EXAM BOOKS Retirement Plans

    By Guest Atticus, June 22, 2010
    • 0 replies
    • 856 views
    • 
    • Guest
    • June 22, 2010

49. Wants to set up pension plans for 2021 but SIMPLE plan is in existence.

    By Jakyasar, November 5, 2021
    • 7 replies
    • 1.5k views
    • 
    • shERPA
    • November 9, 2021

50. Wants to Split W-2 Incom to get a part as 1099

    By katieinny, March 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • katieinny
    • March 10, 2006