Retirement Plans in General

5,753 topics in this forum

1. Annual valuation for pooled funds

   By kwalified, December 15, 2014
   • 7 replies
   • 1.7k views
   • 
   • kwalified
   • December 16, 2014

2. Annual Vesting Statement

   By Guest DTromb, February 28, 2007
   • 3 replies
   • 2.2k views
   • 
   • Everett Moreland
   • March 4, 2007

3. Annuity benefit when merging money purchase and p/s plans.

   By Guest Thornton, September 13, 2001
   • 5 replies
   • 2.5k views
   • 
   • Guest
   • December 12, 2001

4. annuity contract versus life insurance

   By cpc0506, October 6, 2015
   • 10 replies
   • 1.6k views
   • 
   • GBurns
   • October 9, 2015

5. Annuity Plan under Section 401(a)

   By joel, August 19, 2015
   • 18 replies
   • 1.3k views
   • 
   • david rigby
   • August 21, 2015

6. Annuity Purchase Rates

   By imchipbrown, March 1, 2002
   • 2 replies
   • 1.5k views
   • 
   • imchipbrown
   • March 2, 2002

7. Annuity rollover into IRA correction

   By Kudos26, March 23, 2017
   • 0 replies
   • 419 views
   • 
   • Kudos26
   • March 23, 2017

8. Annuity Starting Date

   By chris, May 20, 1999
   • 1 reply
   • 1.5k views
   • 
   • david shipp
   • May 20, 1999

9. Annuity versus Life Insurance

   By cpc0506, August 31, 2016
   • 2 replies
   • 915 views
   • 
   • Bird
   • September 2, 2016

10. annuity vs. cash out with new automatic rollover IRA

    By Guest planman, December 20, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 20, 2004

11. Another 408(b)(2) question

    By SMB, August 26, 2011
    • 0 replies
    • 901 views
    • 
    • SMB
    • August 26, 2011

12. Another Affiliated Service Group question

    By Guest Mike Spickard, January 17, 2007
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • January 17, 2007

13. Another am I controlled group question

    By Jakyasar, August 8, 2024
    • 3 replies
    • 745 views
    • 
    • CuseFan
    • August 9, 2024

14. Another ASG question

    By rcline46, June 16, 2011
    • 0 replies
    • 789 views
    • 
    • rcline46
    • June 16, 2011

15. Another Controlled Group Issue

    By dmb, June 4, 2004
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • June 4, 2004

16. Another Controlled Group Question

    By Guest San Diego Benefits Guy, January 31, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 31, 2007

17. Another Davis Bacon Question

    By Laura Harrington, August 7, 2009
    • 2 replies
    • 1.8k views
    • 
    • Laura Harrington
    • August 7, 2009

18. Another Hardship Question

    By Oh so SIMPLE, September 23, 2010
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • August 11, 2011

19. Another integration question

    By Guest Moe Howard2, October 15, 2004
    • 45 replies
    • 6.4k views
    • 
    • Lynn Campbell
    • October 20, 2004

20. Another IRS denial of extension request - with a twist!

    By Brenda Wren, February 22, 2022
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • March 2, 2022

21. Another Plan Expense Issue

    By Guest djsimonetti, February 6, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 8, 1999

22. Another quarterly participant statement question

    By Guest fiddler, March 13, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 23, 2007

23. Another Question for Multiple Employer Plans - to go along with earlier post

    By HarleyBabe, October 16, 2012
    • 0 replies
    • 707 views
    • 
    • HarleyBabe
    • October 16, 2012

24. another RMD question

    By thepensionmaven, December 9, 2016
    • 7 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • December 14, 2016

25. anti-cut back rule and employer discretion

    By Guest Smokin, August 17, 2004
    • 2 replies
    • 2.4k views
    • 
    • MGB
    • August 17, 2004

26. Anti-Cutback Rule re: plan with last day requirement

    By Spencer, July 27, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 28, 1999

27. Any actual difference between a 411(d)(6) protected benefit that can b

    By John A, November 8, 2000
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • November 8, 2000

28. Any arguments against using a corporate trustee?

    By Guest Fauxqui, July 19, 2002
    • 7 replies
    • 4.4k views
    • 
    • Fredman
    • September 24, 2002

29. Any BLAZE SSI Users out ther?

    By Guest Cipote, March 10, 2004
    • 0 replies
    • 4.9k views
    • 
    • Guest
    • March 10, 2004

30. Any controlled group issues here?

    By SMB, November 19, 2010
    • 1 reply
    • 1k views
    • 
    • K2retire
    • November 20, 2010

31. Any controlled group issues?

    By Jakyasar, February 22, 2022
    • 5 replies
    • 714 views
    • 
    • Nate S
    • February 23, 2022

32. Any correlation for contributions when spouses are involved?

    By Jakyasar, January 5, 2022
    • 1 reply
    • 755 views
    • 
    • CuseFan
    • January 5, 2022

33. Any disadvantages to making top-paid group election to determine HCEs?

    By John A, February 21, 2001
    • 0 replies
    • 1.8k views
    • 
    • John A
    • February 21, 2001

34. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly, July 19, 2024
    • 1 reply
    • 613 views
    • 
    • Peter Gulia
    • July 19, 2024

35. Any problem in DC document not amended to reflect repeal of 415(e), an

    By John A, February 15, 2001
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • February 16, 2001

36. Any Relief Granted by IRS to Disaster Area Victims?

    By jevd, September 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • jevd
    • September 2, 2005

37. Any requirement to change vesting period when plan year changes

    By John A, September 28, 1999
    • 0 replies
    • 1.5k views
    • 
    • John A
    • September 28, 1999

38. Any way around this?

    By K-t-F, November 8, 2004
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 8, 2004

39. Any way to avoid top heavy minimum?

    By Lynn Campbell, November 20, 1999
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • December 6, 1999

40. Any way to escape RMD?

    By Jakyasar, October 30, 2023
    • 2 replies
    • 883 views
    • 
    • Jakyasar
    • October 30, 2023

41. Any word on GUST Amendment deadlines for individually designed plans?

    By Alonzo, May 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 3, 2000

42. Anybody who has taken DC courses for ASPPA deignations

    By Guest mrjones, March 14, 2005
    • 11 replies
    • 5.3k views
    • 
    • AndyH
    • March 15, 2005

43. Anyone heard of Doc Man?

    By R. Butler, December 11, 2000
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • December 19, 2000

44. Anyone Know When President Signing Consolidated Appropriations Act, 2023 (including SECURE 2.0)?

    By rocknrolls2, December 27, 2022
    • 15 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • December 30, 2022

45. Ap for Determination in Puerto Rico and Guam

    By Guest wendycatherine, August 3, 2001
    • 4 replies
    • 1.9k views
    • 
    • k man
    • July 9, 2004

46. Apparent "Catch-22" in money purchase pension plan funding:

    By Guest Patrick Foley, September 28, 2000
    • 5 replies
    • 2.1k views
    • 
    • rcline46
    • September 29, 2000

47. Applicability of Code Section 1563(e)(6) in a Community Property State

    By Guest San Diego Benefits Guy, April 18, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 18, 2007

48. Applicable deadline for DL application for amended volume submitter defined contribution plan

    By Guest tm3333, September 19, 2011
    • 0 replies
    • 900 views
    • 
    • Guest
    • September 19, 2011

49. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc, December 1, 2023
    • 0 replies
    • 553 views
    • 
    • Dougsbpc
    • December 1, 2023

50. Application of TAM 9735001

    By Guest merlin, September 19, 2002
    • 12 replies
    • 3k views
    • 
    • Belgarath
    • September 20, 2002