Retirement Plans in General

5,770 topics in this forum

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

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

2. 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

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

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

4. 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

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

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

6. Wrong EIN for plan sponsor

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

7. Wrong EIN on 5500 filing - how to correct

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

8. wrong ein used

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

9. Wrong Form 5500

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

10. Year End Checklist

    By R. Butler, January 8, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • January 8, 2001

11. Year of service

    By Guest mparker2028, December 12, 2005
    • 24 replies
    • 5.6k views
    • 
    • Dougsbpc
    • November 1, 2007

12. Year of Service and Part-time Participants

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

13. Year of Service definition

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

14. Years of Service for allocation purposes

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

15. 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

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

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

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

    By Belgarath, December 13, 2023
    • 7 replies
    • 1.2k views
    • 
    • Belgarath
    • December 15, 2023

18. Yet another SECURE 2.0 provision - Auto-Portability

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

19. Yet another Self-Employment Issue

    By Laura Harrington, July 15, 2010
    • 4 replies
    • 1k views
    • 
    • K2retire
    • July 17, 2010

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

    By Richard Anderson, January 15, 2001
    • 5 replies
    • 2.8k views
    • 
    • david rigby
    • January 16, 2001

21. Your name in front of 100,000

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

22. your tax dollars hard at work running IRAs'

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