Retirement Plans in General

5,751 topics in this forum

1. IRS Audit question

   By Dalai Pookah, June 10
   • 8 replies
   • 4.2k views
   • 
   • david rigby
   • June 12

2. Partial Plan Termination

   By bzorc, September 29, 2017
   • 8 replies
   • 2.5k views
   • 
   • ESOP Guy
   • October 4, 2017

3. Pooled plan sued for declaring special val

   By Bird, June 19, 2020
   • 8 replies
   • 1.5k views
   • 
   • Luke Bailey
   • June 22, 2020

4. Beneficiary - divorce and death

   By Lou81, February 1, 2021   

   • benficiary
   • qdro
   • 8 replies
   • 1.9k views
   • 
   • Lauren0507
   • February 3, 2021

5. Forfeitures - Profit Sharing Plan

   By Guest cease, April 2, 2004
   • 8 replies
   • 5.5k views
   • 
   • Guest
   • November 8, 2006

6. Money Purchase Formula -> 100% of 401(k) Plan contributions?

   By KJohnson, March 29, 2000
   • 8 replies
   • 3.2k views
   • 
   • KJohnson
   • March 30, 2000

7. Default Beneficiary Designations

   By Belgarath, May 18, 2021
   • 8 replies
   • 1.8k views
   • 
   • Belgarath
   • May 20, 2021

8. PS plan - excess contributions made during the plan year

   By Jakyasar, March 24, 2020
   • 8 replies
   • 1.9k views
   • 
   • ombskid
   • March 26, 2020

9. deduction limit

   By Dougsbpc, December 20, 2012
   • 8 replies
   • 2.1k views
   • 
   • ESOP Guy
   • July 24, 2015

10. Vesting Question

    By Dougsbpc, November 28, 2016
    • 8 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 29, 2016

11. "Routine" DOL review

    By Belgarath, November 28, 2016
    • 8 replies
    • 1.2k views
    • 
    • Griswold
    • November 29, 2016

12. Custodian not releasing requested distributions

    By Guest moosegirl, May 12, 2004
    • 8 replies
    • 1.4k views
    • 
    • mbozek
    • May 12, 2004

13. Madoff

    By Belgarath, January 7, 2009
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • January 9, 2009

14. Non-Profit as a beneficiary

    By Guest RAA, January 13, 2004
    • 8 replies
    • 1.6k views
    • 
    • E as in ERISA
    • January 14, 2004

15. Loan Processing Fee

    By chris, January 27, 2011
    • 8 replies
    • 1.6k views
    • 
    • Bill Presson
    • January 29, 2011

16. ROTH deferrals but no provisions in plan

    By cpc0506, October 21, 2015
    • 8 replies
    • 1.4k views
    • 
    • jpod
    • October 21, 2015

17. Short Initial Plan Year for PS plan

    By dmb, December 9, 2004
    • 8 replies
    • 1.5k views
    • 
    • No Name
    • December 17, 2004

18. H.R. 1779 and it's potential effects on Defined Benefit Plans?

    By Guest fcdeacy, April 26, 2004
    • 8 replies
    • 1.2k views
    • 
    • Guest
    • April 27, 2004

19. QPSA and QJSA for domestic partners in a civil union -- now required i

    By Guest Ernie Guerriero, May 2, 2000
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • May 7, 2000

20. Does giving someone a 3% top-heavy minimum help you pass 410(b) coverage issues?

    By Guest Enda80, July 5, 2008
    • 8 replies
    • 2.7k views
    • 
    • Lou S.
    • November 4, 2010

21. Money Purchase Plan -- Min Contribution

    By Alan Simpson, April 28, 1999
    • 8 replies
    • 1.7k views
    • 
    • imchipbrown
    • May 5, 1999

22. target benefit plan

    By mariemonroe, August 8, 2006
    • 8 replies
    • 3.1k views
    • 
    • AndyH
    • August 9, 2006

23. Settlor Function?

    By 401(k)athryn, October 3, 2017   

    • forfeitures
    • settlor
    • 8 replies
    • 2.6k views
    • 
    • MoJo
    • October 3, 2017

24. What affect does a union plan have on a plan of the employer in which

    By John A, March 15, 2001
    • 8 replies
    • 2.3k views
    • 
    • KJohnson
    • March 29, 2001

25. Cash Distribution on DB Pensions at Retirement.

    By Guest Justin Hocker, April 7, 2000
    • 8 replies
    • 1.8k views
    • 
    • IRC401
    • May 21, 2000

26. PY Begins 12/1--what do I prorate?

    By BG5150, March 30, 2022
    • 8 replies
    • 740 views
    • 
    • BG5150
    • April 7, 2022

27. 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

28. last minute abrupt request

    By SSRRS, March 31, 2022
    • 8 replies
    • 1.3k views
    • 
    • SSRRS
    • April 6, 2022

29. Vesting error by Plan administrator - they want money returned

    By MJR, August 24, 2022
    • 8 replies
    • 1.6k views
    • 
    • ESOP Guy
    • August 26, 2022

30. Interesting eligibility question

    By Belgarath, May 16, 2023
    • 8 replies
    • 1.1k views
    • 
    • MsKitty
    • May 19, 2023

31. Legal opinions

    By Belgarath, May 22, 2024
    • 8 replies
    • 1.5k views
    • 
    • fmsinc
    • May 23, 2024

32. Money Purchase thinking of restating to a Profit Sharing

    By Lori H, March 19, 2009
    • 8 replies
    • 1.6k views
    • 
    • Lori H
    • April 9, 2009

33. Employer/Participating Employer

    By Belgarath, September 29, 2021
    • 8 replies
    • 1.2k views
    • 
    • BG5150
    • September 30, 2021

34. Irrevocable Election between Plans

    By Guest AEA, March 16, 2001
    • 8 replies
    • 3.7k views
    • 
    • Bob R
    • March 31, 2001

35. How would lacking official inflation-adjusted amounts affect your work?

    By Peter Gulia, September 29
    • 8 replies
    • 2.3k views
    • 
    • Peter Gulia
    • September 29

36. Definition of Non-Key Employee & required TH minimum

    By Guest M. Martin, August 2, 2004
    • 8 replies
    • 3.3k views
    • 
    • jquazza
    • August 3, 2004

37. Bush Signed S 256 Today. Bankruptcy Bill

    By jevd, April 20, 2005
    • 8 replies
    • 1.5k views
    • 
    • Jean
    • April 22, 2005

38. "Missing" 401-k funds

    By LiteTouch, September 29, 2021
    • 8 replies
    • 1.6k views
    • 
    • ESOP Guy
    • October 14, 2021

39. Need TPA info.

    By chris, June 21, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • July 1, 2002

40. Designation of Beneficiary Form

    By Pammie57, February 5, 2024
    • 8 replies
    • 1.8k views
    • 
    • Peter Gulia
    • February 7, 2024

41. Are these related entities?

    By cathyw, August 26, 2022
    • 8 replies
    • 903 views
    • 
    • C. B. Zeller
    • September 1, 2022

42. Plan design question

    By arthurkagan, January 6, 2023
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • January 17, 2023

43. Prenuptial Agreement and Forced Waiver of Spousal Consent

    By Ananda, February 3, 2022
    • 8 replies
    • 8.6k views
    • 
    • Ananda
    • February 15, 2022

44. Affiliated Service

    By thepensionmaven, June 22, 2022
    • 8 replies
    • 1.1k views
    • 
    • thepensionmaven
    • June 28, 2022

45. Not sure we have a trust; using a prototype document

    By Guest TinaNewToPension, December 3, 2003
    • 8 replies
    • 1.4k views
    • 
    • E as in ERISA
    • December 5, 2003

46. Past service at merger

    By ombskid, August 6, 2008
    • 8 replies
    • 1.2k views
    • 
    • JanetM
    • August 8, 2008

47. What if the plan’s administrator did not know the participant died?

    By Peter Gulia, April 7, 2021   

    • death
    • 8 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 8, 2021

48. Failure to satisfy fidelity bond requirements

    By Guest tm3333, September 2, 2011
    • 8 replies
    • 7.7k views
    • 
    • Peter Gulia
    • September 7, 2011

49. Loans - Florida Stamp Tax

    By 52626, May 17, 2019
    • 8 replies
    • 5.3k views
    • 
    • Kphelps
    • July 10, 2019

50. "US Census Data" request

    By Belgarath, June 8, 2016
    • 8 replies
    • 951 views
    • 
    • MoJo
    • June 10, 2016