Retirement Plans in General

5,751 topics in this forum

1. Vesting service related

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

2. Vesting using elapsed time

   By Belgarath, June 6
   • 5 replies
   • 3.8k views
   • 
   • Belgarath
   • June 6

3. Vesting when merging plans

   By Guest Thornton, June 8, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • June 8, 2001

4. Vesting Years in two Plans

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

5. Vesting/defined benefit

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

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

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

7. Violating 25% deductibiltiy limit--remedy?

   By BG5150, May 13, 2016
   • 10 replies
   • 1.5k views
   • 
   • Trekker
   • December 19, 2016

8. Violation of Exclusive Benefit Rule?

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

9. Volume Submitter Document question

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

10. 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

11. Voluntary contribution if none by NHCE

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

12. Voluntary Contributions to DB Plans

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

13. Voluntary Early Retirement Incentive

    By Guest tonjer, January 29, 2003
    • 6 replies
    • 2.5k views
    • 
    • mbozek
    • January 31, 2003

14. Voluntary employee contributions something of a misnomer

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

15. Voya Vesting Update

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

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

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

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

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

18. W-2 vs. 415 Compensation

    By Guest PJW, October 1, 2002
    • 5 replies
    • 11.3k views
    • 
    • Archimage
    • October 3, 2002

19. W-2's for union employees

    By Guest JPIngold, January 25, 2011
    • 1 reply
    • 3k views
    • 
    • masteff
    • January 25, 2011

20. W2 compensation - child support

    By perplexedbypensions, June 25, 2020
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • June 26, 2020

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

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

22. Waiver of 60-Day Rollover Requirement

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

23. 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

24. Waiver of Participation

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

25. Waiver of Participation

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

26. Waiver of PS due to SSI benefits?

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

27. WAN license for Relius

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

28. Want to start a TPA

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

29. Wanted: Used EXAM BOOKS Retirement Plans

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

30. 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

31. 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

32. Was the song’s 64 a retirement age in England?

    By Peter Gulia, March 29, 2021   

    • normal retirement age
    • 9 replies
    • 1.2k views
    • 
    • MoJo
    • March 30, 2021

33. Was there a partial termination in 2020?

    By Peter Gulia, December 21, 2020   

    • partial termination
    • 3 replies
    • 639 views
    • 
    • EBECatty
    • December 21, 2020

34. Wasting Trust

    By Guest taj32z, November 19, 2002
    • 9 replies
    • 4.1k views
    • 
    • Kirk Maldonado
    • November 20, 2002

35. We recently changed administrators mid-year and were told by the new a

    By Guest mia, April 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • Medusa
    • April 19, 2001

36. Web Subscriber services for Retirement Plans (401k, 403b, 457,etc etc)

    By Guest CPeterson, December 7, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 8, 1998

37. Weird ER request re: PS contribution-NEED HELP!

    By t.haley, December 2, 2011
    • 2 replies
    • 966 views
    • 
    • Effen
    • December 5, 2011

38. What action should be taken when it is discovered that participants ar

    By John A, May 15, 2001
    • 12 replies
    • 2.4k views
    • 
    • Mary Kay Foss
    • May 18, 2001

39. What affect does a union plan have on a plan of the employer in which

    By John A, March 15, 2001
    • 8 replies
    • 2.3k views
    • 
    • KJohnson
    • March 29, 2001

40. What are common pitfalls of administering Davis Bacon plans?

    By Guest Stacey L Miller, April 2, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 5, 2001

41. What are contribution accrual requirements for frozen money purchase p

    By Guest mo again, October 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 3, 2000

42. What are plan sponsor's options if intended profit sharing contributio

    By John A, February 22, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 23, 2000

43. What are the differences between the "non-traditional" OBRA

    By Guest Brandi King, October 3, 2000
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 7, 2000

44. What are the difficulties of a brokerage window?

    By Peter Gulia, April 14
    • 9 replies
    • 3.8k views
    • 
    • Peter Gulia
    • April 16

45. What are the issues when a company would like to include non-U.S. citi

    By John A, October 11, 2000
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • October 20, 2000

46. What are the rules for hardship distributions from profit sharing plan

    By John A, December 6, 1999
    • 5 replies
    • 9.1k views
    • 
    • Mary Kay Foss
    • October 26, 2000

47. What can I do for my nieces?

    By dh003i, November 7, 2004
    • 46 replies
    • 6.4k views
    • 
    • Guest
    • November 17, 2004

48. What distribution fee should a plan charge for an early-out withdrawal?

    By Peter Gulia, January 7, 2023
    • 7 replies
    • 1.6k views
    • 
    • Paul I
    • February 10, 2023

49. What do companies need to do to fulfill the requirement for submitting

    By Guest Wendy@dii, January 5, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 5, 2000

50. What do you do if a company accidentally wires too much money?

    By FundeK, October 29, 2003
    • 7 replies
    • 2.8k views
    • 
    • Belgarath
    • November 11, 2003