Retirement Plans in General

5,781 topics in this forum

1. Withdrawn Regulations

   By smm, July 24, 2002
   • 3 replies
   • 1.4k views
   • 
   • Kirk Maldonado
   • July 25, 2002

2. Withholding at option of participant allowed?

   By Belgarath, October 26, 2004
   • 13 replies
   • 3k views
   • 
   • Harwood
   • October 26, 2004

3. Withholding on Distributions to Qualified Trusts

   By BeccaERISA, February 22, 2017   

   • withholding
   • trust
   • 0 replies
   • 900 views
   • 
   • BeccaERISA
   • February 22, 2017

4. Withholding rules for Canadian's annuity directly deposited to US banking institution

   By KaJay, October 19, 2018
   • 2 replies
   • 668 views
   • 
   • KaJay
   • October 19, 2018

5. Witholding 20% on "small" lump sum distribution.

   By Moe Howard, November 6, 2002
   • 3 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • November 7, 2002

6. Work Release Inmates Eligible to participate

   By Guest Boots, April 25, 2008
   • 3 replies
   • 3.3k views
   • 
   • Guest
   • April 25, 2008

7. Worker cooperatives

   By Belgarath, May 18, 2015
   • 0 replies
   • 750 views
   • 
   • Belgarath
   • May 18, 2015

8. Workers Compensation and Vesting

   By Guest amboyd, May 2, 2002
   • 4 replies
   • 5.2k views
   • 
   • Guest
   • May 3, 2002

9. Working for a municipality, can an employee have a 457 TSA and also a

   By Guest Curtis L. Walsh, July 19, 2000
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • July 20, 2000

10. Worthless Assets.... can they be donated?

    By K-t-F, November 23, 2021
    • 3 replies
    • 914 views
    • 
    • JOH
    • November 24, 2021

11. Would a halt to rulemaking and guidance matter for retirement plans?

    By Peter Gulia, April 27, 2023   

    • government shutdown
    • 6 replies
    • 914 views
    • 
    • Paul I
    • April 28, 2023

12. Would a March 8 government shutdown affect your work?

    By Peter Gulia, February 26, 2024
    • 2 replies
    • 637 views
    • 
    • Peter Gulia
    • February 26, 2024

13. Would it be a significant advantage for the key employee/owner of a sm

    By Guest EBC, June 30, 2000
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • August 11, 2000

14. Would rollover from conduit IRA delay required minimum distribution?

    By Guest SSCARO, December 4, 2001
    • 3 replies
    • 2.1k views
    • 
    • Appleby
    • December 10, 2001

15. would they have an interest in assisting their clients in removing the

    By Guest lawallach, February 20, 2000
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 29, 2000

16. Wrong definition of compensation used to calculate deferrals in multiple employer plan

    By KaJay, December 3, 2025
    • 8 replies
    • 777 views
    • 
    • Peter Gulia
    • December 10, 2025

17. Wrong EIN for plan sponsor

    By Cynchbeast, November 22, 2016
    • 0 replies
    • 828 views
    • 
    • Cynchbeast
    • November 22, 2016

18. Wrong EIN on 5500 filing - how to correct

    By ldr, September 17, 2020
    • 2 replies
    • 1.5k views
    • 
    • ldr
    • September 17, 2020

19. wrong ein used

    By abanky, October 1, 2007
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • October 3, 2007

20. Wrong Form 5500

    By randy, August 25, 2017
    • 2 replies
    • 1.3k views
    • 
    • stephen
    • September 1, 2017

21. Year End Checklist

    By R. Butler, January 8, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • January 8, 2001

22. Year of service

    By Guest mparker2028, December 12, 2005
    • 24 replies
    • 5.7k views
    • 
    • Dougsbpc
    • November 1, 2007

23. Year of Service and Part-time Participants

    By Guest jgordon, April 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 14, 2003

24. Year of Service definition

    By Guest mpark, October 27, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 27, 2003

25. Years of Service for allocation purposes

    By Gudgergirl, September 16, 2011
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • September 16, 2011

26. Years of Service for Amended Vesting Schedule; Periods of Service Seem Barred for the Metric of Service Provided to Allow Participants to Retain the Antecedent Schedule

    By Kent Allard, May 15, 2025   

    • vesting
    • years of service
    • (and 3 more)

      Tagged with:

      • vesting
      • years of service
      • period of service
      • vesting schedule
      • protected benefit
    • 1 reply
    • 3.4k views
    • 
    • Artie M
    • May 16, 2025

27. Yet another good old "mistake of fact" question

    By Belgarath, October 2, 2019
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • October 3, 2019

28. Yet another IRS screw-up - this time with a 5330

    By Belgarath, December 13, 2023
    • 7 replies
    • 1.3k views
    • 
    • Belgarath
    • December 15, 2023

29. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath, August 2, 2023
    • 2 replies
    • 669 views
    • 
    • Roycal
    • August 3, 2023

30. Yet another Self-Employment Issue

    By Laura Harrington, July 15, 2010
    • 4 replies
    • 1.1k views
    • 
    • K2retire
    • July 17, 2010

31. YOS for vesting when employee terminates before the end of the computa

    By Richard Anderson, January 15, 2001
    • 5 replies
    • 2.9k views
    • 
    • david rigby
    • January 16, 2001

32. Your name in front of 100,000

    By Guest lawallach, April 7, 2009
    • 0 replies
    • 863 views
    • 
    • Guest
    • April 7, 2009

33. your tax dollars hard at work running IRAs'

    By Tom Poje, July 28, 2017
    • 15 replies
    • 918 views
    • 
    • MoJo
    • August 4, 2017