Retirement Plans in General

5,781 topics in this forum

1. May plan reference elapsed time regulations?

   By Guest tonjer, October 23, 2002
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   • Guest
   • October 23, 2002

2. Tax credits

   By Guest R. Daestrom, June 17, 2003
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   • Guest
   • June 17, 2003

3. ASG rules

   By Guest Crystal B Smith, June 30, 1999
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   • Guest
   • June 30, 1999

4. Controlled Group Calculations

   By Guest NPWA, April 18, 2003
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   • Guest
   • April 18, 2003

5. 5500-EZ filed for under $250k

   By Cynchbeast, May 19, 2015
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   • Cynchbeast
   • May 19, 2015

6. Cost of FIS

   By 401kay, April 16, 2025
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   • 401kay
   • April 16, 2025

7. Real estate operating acct for 3 trusts

   By Guest Dave Peckham, March 24, 2010
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   • Guest
   • March 24, 2010

8. Top Heavy Nightmare

   By rcline46, October 28, 2009
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   • rcline46
   • October 28, 2009

9. Multiple Limitation Years - Application of 415 limit

   By richard, July 13, 1999
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   • richard
   • July 13, 1999

10. Privacy

    By Guest wendycatherine, March 19, 2002
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    • Guest
    • March 19, 2002

11. multiple companies

    By eilano, February 23, 2004
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    • eilano
    • February 23, 2004

12. Prohibited Investment?

    By FJR, July 14, 2004
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    • FJR
    • July 14, 2004

13. Fun with controlled groups

    By seatpa, February 2, 2013
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    • seatpa
    • February 2, 2013

14. 5500 LIne 8 - 3H even if other entity doesn't adopt the plan?

    By AlbanyConsultant, August 10, 2016
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    • AlbanyConsultant
    • August 10, 2016

15. Terminated DC plans and Lost Participants

    By david shipp, October 23, 2003
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    • 985 views
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    • david shipp
    • October 23, 2003

16. Final Average Pay

    By Guest calcu, August 4, 2004
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    • Guest
    • August 4, 2004

17. 404(a)5 Fund Chart needed

    By BG5150, March 24, 2015
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    • BG5150
    • March 24, 2015

18. 10% shareholder -- ERISA 3(14)(H)

    By Guest RGH2, May 26, 2012
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    • Guest
    • May 26, 2012

19. IRS Extends Tax Filing Date to 4-17-07 for 06 Returns

    By jevd, January 24, 2007
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    • jevd
    • January 24, 2007

20. Insurance Agent Compensation

    By R. Butler, April 12, 2016
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    • 552 views
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    • R. Butler
    • April 12, 2016

21. Advice needed for growing TPA firm.

    By MR, August 27, 2000
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    • MR
    • August 27, 2000

22. Distribution Security when TPAs are required to approve

    By Tom, October 8, 2025
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    • Tom
    • October 8, 2025

23. New Determination Letter

    By Guest ebailey, September 4, 2009
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    • Guest
    • September 4, 2009

24. Timing of Deposits

    By Gilmore, September 12, 2019
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    • 588 views
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    • Gilmore
    • September 12, 2019

25. 5500-C Item 26(l)and Mutual Fund Transactions

    By Guest wolfpack, July 21, 1999
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    • Guest
    • July 21, 1999

26. Payment to a guardian

    By Guest TroyRiley, April 1, 2005
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    • Guest
    • April 1, 2005

27. Stock valuation

    By Guest slt, August 22, 2001
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    • Guest
    • August 22, 2001

28. Plan Amendments

    By Guest JPAdmin, December 27, 2001
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    • 1.3k views
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    • Guest
    • December 27, 2001

29. Short limitation period in 2002 - pre-EGTRRA or post-EGTRRA?

    By John A, January 15, 2002
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    • 1.3k views
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    • John A
    • January 15, 2002

30. Recommendations for speaker for Retirement Professionals group in Milwaukee

    By ERISAatty, October 28, 2008
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    • 833 views
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    • ERISAatty
    • October 28, 2008

31. Domestic Trust question

    By BW, January 4, 2016
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    • 627 views
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    • BW
    • January 4, 2016
32. Ford General Retirement Plan QDRO was never entered after 20 years of divorce

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

33. Uncontested divorce and retirement plan

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)