Retirement Plans in General

5,772 topics in this forum

1. Backlash from Carol Gold's Memorandum

   By katieinny, January 28, 2005
   • 26 replies
   • 5.5k views
   • 
   • E as in ERISA
   • February 8, 2005

2. Bad Boy Clause

   By Guest taj32z, September 3, 2003
   • 5 replies
   • 3.4k views
   • 
   • Medusa
   • September 5, 2003

3. Bad Boy Clauses

   By Guest erisafried, November 9, 2001
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • November 9, 2001

4. bad plan design

   By Santo Gold, December 22, 2010
   • 0 replies
   • 915 views
   • 
   • Santo Gold
   • December 22, 2010

5. Balance and 401k Loans

   By JOH, May 29, 2020
   • 5 replies
   • 1.3k views
   • 
   • david rigby
   • June 1, 2020

6. Balance Forward PS Plan and Interim Valuation

   By Susan S., May 31, 2013
   • 2 replies
   • 2k views
   • 
   • Bird
   • June 3, 2013

7. Balance restored after repaying dist

   By ESOP Guy, March 2, 2012
   • 4 replies
   • 942 views
   • 
   • ESOP Guy
   • March 5, 2012

8. Bank CD rates in qualified plans

   By Guest TrustMe401k, May 30, 2002
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • June 4, 2002

9. Bank of America Fair Fund Distribution

   By BG5150, June 21, 2010
   • 4 replies
   • 3.8k views
   • 
   • movedon
   • June 22, 2010

10. Bank of America serving as a plan sponsor

    By Guest Enda80, March 29, 2008
    • 0 replies
    • 780 views
    • 
    • Guest
    • March 29, 2008

11. Bankruptcy

    By Belgarath, November 18, 2010
    • 7 replies
    • 2.6k views
    • 
    • Belgarath
    • November 24, 2010

12. Bankruptcy and plan loans

    By katieinny, January 3, 2008
    • 4 replies
    • 1.1k views
    • 
    • katieinny
    • January 9, 2008

13. Bankruptcy Protection - Sole Proprietor

    By ConnieStorer, August 13, 2019
    • 12 replies
    • 1.7k views
    • 
    • Luke Bailey
    • August 15, 2019

14. BANKRUPTCY--PLAN BENEFITS

    By Guest JROSSITTER, November 21, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 21, 1998

15. bankruptsy abuse prevention and consumer protection act

    By Guest lskin, April 28, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 29, 2005

16. Benchmark Earnings Rate for Micro Plan with Trustee Making Investment Decsions

    By Oh so SIMPLE, December 3, 2012
    • 0 replies
    • 708 views
    • 
    • Oh so SIMPLE
    • December 3, 2012

17. Beneficiaries.

    By Revecandy, August 20, 2020   

    • kehoe account
    • 1 reply
    • 714 views
    • 
    • Alonzo Church
    • August 21, 2020

18. Beneficiary

    By Soundbc1, May 11, 2017
    • 6 replies
    • 1.2k views
    • 
    • Soundbc1
    • May 12, 2017

19. Beneficiary - divorce and death

    By Lou81, February 1, 2021   

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

20. beneficiary accounts - count in TH test?

    By AlbanyConsultant, March 8, 2019
    • 1 reply
    • 645 views
    • 
    • C. B. Zeller
    • March 9, 2019

21. Beneficiary and RMD rules

    By Cynchbeast, May 26, 2017
    • 4 replies
    • 899 views
    • 
    • ETA Consulting LLC
    • May 27, 2017

22. Beneficiary designated with a dollar amount?

    By Gilmore, October 14, 2024
    • 8 replies
    • 2.2k views
    • 
    • Peter Gulia
    • October 16, 2024

23. Beneficiary Designation

    By Guest Retirement4Life, July 24, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • July 24, 2008

24. Beneficiary Designation

    By Dougsbpc, May 1, 2008
    • 3 replies
    • 1.2k views
    • 
    • Dougsbpc
    • May 1, 2008

25. Beneficiary Designation Form - does it have to be notarized?

    By truphao, September 1, 2024
    • 2 replies
    • 1.9k views
    • 
    • truphao
    • September 1, 2024

26. Beneficiary Designation of Trust

    By buckaroo, May 5, 2010
    • 2 replies
    • 1k views
    • 
    • buckaroo
    • May 6, 2010

27. Beneficiary Designations Involving Minors -- Prohibit or Invalidate?

    By Guest GmcyWT, August 10, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • August 10, 2011

28. Beneficiary determination - is the TPA on the hook?

    By ldr, January 18, 2019   

    • death
    • tpa
    • (and 1 more)

      Tagged with:

      • death
      • tpa
      • beneficiary
    • 18 replies
    • 2.6k views
    • 
    • ESOP Guy
    • January 31, 2019

29. Beneficiary for Participant w/ New Spouse

    By DP, July 18, 2002
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • July 19, 2002

30. Beneficiary Forms

    By DP, June 5, 2003
    • 1 reply
    • 1k views
    • 
    • mbozek
    • June 5, 2003

31. Beneficiary not in US/US citizen

    By JulesInCNY, October 12, 2020   

    • beneficiary
    • 401k
    • (and 1 more)

      Tagged with:

      • beneficiary
      • 401k
      • death benefit
    • 5 replies
    • 3k views
    • 
    • FormsRstillmylife
    • October 21, 2020

32. beneficiary on father's retirement

    By Guest chiefkat, January 14, 2009
    • 2 replies
    • 939 views
    • 
    • david rigby
    • January 14, 2009

33. Beneficiary Question

    By KaJay, December 11, 2020
    • 4 replies
    • 799 views
    • 
    • Bob the Swimmer
    • December 14, 2020

34. Beneficiary Rights

    By Guest amock, November 2, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 2, 1999

35. Beneficiary Rollover

    By JOH, October 13, 2020
    • 1 reply
    • 783 views
    • 
    • ESOP Guy
    • October 13, 2020

36. Benefit accruals

    By Guest Salvador A Mander, October 24, 2011
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 24, 2011

37. Benefit Admin Training

    By WolverineBenefits, December 29, 2025
    • 3 replies
    • 317 views
    • 
    • mbvs
    • December 31, 2025

38. Benefit application prior to certified critical

    By benpat3, December 3, 2008
    • 1 reply
    • 954 views
    • 
    • Blinky the 3-eyed Fish
    • December 8, 2008

39. Benefit levels for non-union, hourly EEs

    By Guest GregSelf, March 23, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 24, 2000

40. Benefit plans

    By Guest wojo2424, January 19, 2004
    • 4 replies
    • 2.5k views
    • 
    • wmyer
    • July 26, 2004

41. Benefit restoration under USERRA

    By Guest HRAdvisor, October 25, 2007
    • 0 replies
    • 879 views
    • 
    • Guest
    • October 25, 2007

42. Benefit Rights and Features - controlled group

    By Uncle Jack, January 24, 2017
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • January 30, 2017

43. Benefit Statements and Reasonable Charge

    By Zorro1k, March 11, 2016   

    • Benefit statement
    • charge
    • 0 replies
    • 702 views
    • 
    • Zorro1k
    • March 11, 2016

44. Benefit Valuation

    By Guest papillon, April 8, 2008
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • April 9, 2008

45. Benefit, Right, Feature

    By Craig Schiller, February 16, 2016   

    • Former participants and BR&F
    • 6 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 17, 2016

46. Benefits

    By Guest GinGinR, April 21, 2003
    • 2 replies
    • 1.1k views
    • 
    • Erik Read
    • April 24, 2003

47. Benefits advice re. the millennium bug

    By Guest CBene, April 1, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 2, 1999

48. Benefits for Federal Credit Unions

    By Christine Roberts, December 1, 1999
    • 2 replies
    • 1.5k views
    • 
    • davef
    • December 2, 1999

49. Benefits for Non-Compensated Directors

    By waid10, July 12, 2004
    • 4 replies
    • 1.7k views
    • 
    • 401 Chaos
    • July 16, 2004

50. benefits for same sex partners in NJ

    By Guest mjb, October 29, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 29, 2006