Retirement Plans in General

5,751 topics in this forum

1. Takeover and deduction related

   By Jakyasar, September 4
   • 4 replies
   • 2.9k views
   • 
   • Calavera
   • September 8

2. Restoration of Forfeited Accrued Benefits -- Do Earnings Need to Be Restored Too?

   By rocknrolls2, July 20
   • 9 replies
   • 2.9k views
   • 
   • Paul I
   • July 22

3. Notice to Interested Party Question

   By ERISAatty, January 7, 2004
   • 2 replies
   • 2.9k views
   • 
   • Guest
   • February 26, 2004

4. Required minimum distribution, death, and multiple beneficiaries

   By Guest lhinson, October 13, 2005
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • October 24, 2005

5. Accounting for Defaulted Loan

   By Cynchbeast, April 9, 2015
   • 5 replies
   • 2.9k views
   • 
   • Tom Poje
   • April 13, 2015

6. Multiple employer plan-controlled group?

   By Guest m.n.ouellette, November 11, 2008
   • 8 replies
   • 2.9k views
   • 
   • Guest
   • November 12, 2008

7. Amendment to reduce MPP %

   By Guest saiyer, January 30, 2001
   • 13 replies
   • 2.9k views
   • 
   • richard
   • February 2, 2001

8. 404 Limit for Profit Sharing - does it include compensation for termin

   By Lynn Campbell, November 10, 2000
   • 8 replies
   • 2.9k views
   • 
   • Guest
   • November 27, 2000

9. Party in interest

   By Guest Buzzman, July 11, 2008
   • 13 replies
   • 2.9k views
   • 
   • KJohnson
   • July 28, 2008

10. Is RMD required?

    By Jakyasar, September 10
    • 6 replies
    • 2.9k views
    • 
    • Jakyasar
    • September 12

11. Strategic Sale of Overfunded DB Plan

    By Guest billyj, December 28, 2011
    • 1 reply
    • 2.9k views
    • 
    • Ron Snyder
    • March 16, 2012

12. time frame for filing suit

    By eilano, April 24, 2002
    • 15 replies
    • 2.9k views
    • 
    • pjkoehler
    • April 26, 2002

13. Incidental Limits for Life Insurance in Profit Sharing Plan Exceeded. What to do?

    By PRS5500!, December 2, 2016   

    • Life Insurance
    • Incidental Limits
    • 10 replies
    • 2.9k views
    • 
    • ETA Consulting LLC
    • December 6, 2016

14. Who can be a trustee

    By rcline46, February 4, 2009
    • 3 replies
    • 2.9k views
    • 
    • rcline46
    • February 4, 2009

15. Former LTPT vesting credit

    By Belgarath, September 5
    • 3 replies
    • 2.9k views
    • 
    • Peter Gulia
    • September 5

16. SOCIAL SECURITY REPLACEMENT PLAN

    By Guest BTCISP1969, January 5, 2001
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • January 5, 2001

17. Top Heavy Minimums and Excluded Classes of Employees

    By mwyatt, April 21, 1999
    • 3 replies
    • 2.9k views
    • 
    • mwyatt
    • December 20, 2001

18. top-heavy vesting schedule

    By JustnERPA, December 18, 2018
    • 8 replies
    • 2.9k views
    • 
    • BG5150
    • December 19, 2018

19. Top Paid Group Election

    By dmb, December 7, 2010
    • 2 replies
    • 2.9k views
    • 
    • DMcGovern
    • December 8, 2010

20. Missing Participant payouts - DOL FAB 2025-01

    By Belgarath, January 15
    • 6 replies
    • 2.9k views
    • 
    • Mike McWherter
    • January 17

21. Eligibility not protected--cite?

    By BG5150, March 1, 2018
    • 12 replies
    • 2.9k views
    • 
    • CJ Allen
    • March 6, 2018

22. nondeductible contribution

    By Belgarath, March 27, 2002
    • 10 replies
    • 2.9k views
    • 
    • Belgarath
    • March 28, 2002

23. Looking for old Revenue Ruling 80-155

    By justanotheradmin, June 26, 2019
    • 6 replies
    • 2.9k views
    • 
    • Peter Gulia
    • June 28, 2019

24. Change in vesting schedule and affect on terminated participants

    By Guest dlm, May 4, 1999
    • 4 replies
    • 2.9k views
    • 
    • imchipbrown
    • May 7, 1999

25. Profit Sharing Plan for One Employee

    By Guest inquiry2, October 21, 2003
    • 3 replies
    • 2.9k views
    • 
    • Mike Preston
    • October 21, 2003

26. Social Security Wage Base

    By david rigby, December 12, 2001
    • 0 replies
    • 2.9k views
    • 
    • david rigby
    • December 12, 2001

27. "It's not always easy for entrepreneurs to find the right retirem

    By Guest BobParks, August 22, 1998
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • August 22, 1998

28. Prohibited Transaction

    By Belgarath, July 31, 2008
    • 15 replies
    • 2.9k views
    • 
    • Belgarath
    • August 6, 2008

29. Partial Plan Termination - Facts to Use to Determine

    By Guest Yvonne Bonitatibus, May 22, 2001
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • July 26, 2001

30. Moving Deadline if it falls on weekend/holiday

    By Guest bobolink, May 21, 2009
    • 3 replies
    • 2.9k views
    • 
    • mming
    • May 21, 2009

31. Withholding at option of participant allowed?

    By Belgarath, October 26, 2004
    • 13 replies
    • 2.9k views
    • 
    • Harwood
    • October 26, 2004

32. 408(b)2 Reporting Period

    By kwalified, May 23, 2012
    • 18 replies
    • 2.9k views
    • 
    • Guest
    • July 2, 2012

33. 5500 required if new profit sharing plan is not funded after all?

    By Guest wlank, July 14, 2000
    • 8 replies
    • 2.9k views
    • 
    • imchipbrown
    • September 15, 2000

34. Is it a partial termination?

    By jkharvey, September 20, 2000
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • September 21, 2000

35. Pension Bill Signed By President

    By Appleby, August 17, 2006
    • 13 replies
    • 2.9k views
    • 
    • Appleby
    • December 1, 2006

36. Allowable Plan Administrative Expenses

    By Guest Leigh, October 29, 1998
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • November 2, 1998

37. Proving a participant has been paid out long ago

    By ldr, March 26, 2019   

    • distribution
    • 8955-ssa
    • (and 2 more)

      Tagged with:

      • distribution
      • 8955-ssa
      • claim
      • benefits
    • 13 replies
    • 2.9k views
    • 
    • Gadgetfreak
    • July 16, 2024

38. Treatment of Alternate Payee for Top-Heavy Purposes?

    By John A, April 16, 2002
    • 3 replies
    • 2.9k views
    • 
    • Belgarath
    • April 17, 2002

39. retirement plans in mergers and acquisitions

    By Guest Deborah Grace, August 28, 1998
    • 1 reply
    • 2.9k views
    • 
    • Ervin Barham
    • August 31, 1998

40. Excluding employees

    By Guest BruceC, January 3, 2009
    • 14 replies
    • 2.8k views
    • 
    • Jim Chad
    • February 4, 2009

41. 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

42. Partial Termination

    By Scott, July 8, 1999
    • 1 reply
    • 2.8k views
    • 
    • david rigby
    • July 9, 1999

43. Is additional contribution required

    By Jakyasar, March 14
    • 6 replies
    • 2.8k views
    • 
    • Jakyasar
    • March 21

44. PBGC question

    By Guest Art Tepfer, August 19, 1998
    • 12 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 16, 2004

45. Early Participation Rule

    By RDY2RTR, October 22, 2010
    • 3 replies
    • 2.8k views
    • 
    • PensionPro
    • October 22, 2010

46. 5500 statute of limitations

    By ESOP Guy, February 25, 2014
    • 2 replies
    • 2.8k views
    • 
    • Flyboyjohn
    • February 25, 2014

47. Affiliated Service Group Question

    By Dougsbpc, September 28, 2005
    • 6 replies
    • 2.8k views
    • 
    • smm
    • September 30, 2005

48. When are multiple vesting schedules in one plan considered discrimina

    By Guest michaelv, February 22, 2001
    • 4 replies
    • 2.8k views
    • 
    • Bill Berke
    • February 27, 2001

49. Definitely Determinable Allocation?

    By jkharvey, November 29, 2000
    • 10 replies
    • 2.8k views
    • 
    • Erik Read
    • December 14, 2000

50. Coverage Testing (410(b) ) Query

    By Guest D_NITSCHE, November 6, 1998
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • November 6, 1998