Retirement Plans in General

5,751 topics in this forum

1. Benficries of trust considered owners of corp and therefore HC

   By SSRRS, October 13, 2024
   • 7 replies
   • 1.3k views
   • 
   • SSRRS
   • October 14, 2024

2. Best Format for Submitting multiple documents to EBSA/DOL?

   By ERISAatty, March 18, 2011
   • 0 replies
   • 729 views
   • 
   • ERISAatty
   • March 18, 2011

3. Best retirement pension plan

   By Guest joeyd, January 25, 2005
   • 47 replies
   • 8.3k views
   • 
   • Larry M
   • April 26, 2006

4. Best retirement plan options for benevolent small business

   By Guest DCarter, February 19, 1999
   • 3 replies
   • 2.4k views
   • 
   • richard
   • March 9, 1999

5. Best way to change name of employer

   By Guest esi-jht, January 5, 2006
   • 1 reply
   • 1.5k views
   • 
   • WDIK
   • January 9, 2006

6. Best way to designate a beneficiary so as to divide among several charities?

   By Chippy, October 6, 2017
   • 3 replies
   • 502 views
   • 
   • jpod
   • October 6, 2017

7. best way to handle

   By FJR, April 12, 2005
   • 4 replies
   • 1.4k views
   • 
   • JanetM
   • April 12, 2005

8. Beta Test Easy to use Plan Admin software

   By Guest SJPrince, December 1, 1998
   • 0 replies
   • 2k views
   • 
   • Guest
   • December 1, 1998

9. Bill participant to answer questions?

   By Guest Dave Peckham, March 16, 2010
   • 7 replies
   • 1.1k views
   • 
   • Guest
   • March 17, 2010

10. Billing Issues with GUST and total plan document amendments

    By Jilliandiz, November 23, 2003
    • 0 replies
    • 875 views
    • 
    • Jilliandiz
    • November 23, 2003

11. Black out notice and other disclosures

    By mjf06241972, June 3, 2020
    • 5 replies
    • 2k views
    • 
    • Luke Bailey
    • June 4, 2020

12. Blackout notice not sent--one participant

    By BG5150, June 25, 2019
    • 4 replies
    • 1k views
    • 
    • Peter Gulia
    • June 26, 2019

13. Blackout Periods and Make Whole Contributions

    By Christine Roberts, September 30, 2004
    • 5 replies
    • 2k views
    • 
    • Christine Roberts
    • October 1, 2004

14. Blank pages required when filing 5330 form?

    By Beltane, July 16, 2005
    • 3 replies
    • 1.3k views
    • 
    • No Name
    • July 19, 2005

15. Blaze SSI Proposal System

    By Tinman, October 21, 2009
    • 3 replies
    • 3.2k views
    • 
    • Bill Presson
    • November 4, 2010

16. Blaze SSi- RTS system- ee field 61 and subgroups

    By Guest Denismh, December 14, 2000
    • 6 replies
    • 2.5k views
    • 
    • Cathy from Chicago
    • June 3, 2001

17. Board Resolution - Amendment Authority

    By waid10, March 28, 2005
    • 7 replies
    • 6.5k views
    • 
    • mbozek
    • March 30, 2005

18. Bond requirements for Key HCEs only

    By Cynchbeast, October 24, 2019
    • 2 replies
    • 960 views
    • 
    • Larry Starr
    • October 25, 2019

19. Bonding

    By Young Curmudgeon, March 28, 2018
    • 7 replies
    • 1.5k views
    • 
    • Larry Starr
    • April 1, 2018

20. Bonding

    By Cynchbeast, March 6, 2020
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • March 9, 2020

21. Bonding and Directed Trustees/Custodians

    By KJohnson, October 3, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 4, 2000

22. Bonding Name and Requirement

    By buckaroo, January 27, 2004
    • 1 reply
    • 1k views
    • 
    • Harwood
    • January 27, 2004

23. Bonding Nonqualifying Assets

    By Ed S., November 3, 2020
    • 2 replies
    • 426 views
    • 
    • ConnieStorer
    • November 5, 2020

24. Bonding Question

    By mming, June 12, 2012
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 12, 2012

25. Bonding Question

    By Guest curmudgeon, December 31, 2003
    • 1 reply
    • 1k views
    • 
    • Harwood
    • January 14, 2004

26. Bonding Requirements

    By Guest DuChamp, December 18, 2012
    • 1 reply
    • 849 views
    • 
    • BG5150
    • December 18, 2012

27. Bonuses PAID in 2023 on a 2022 W-2?

    By Belgarath, September 13, 2022
    • 18 replies
    • 9.3k views
    • 
    • Luke Bailey
    • September 15, 2022

28. Boring question on Workmen's Compensation & Employee Status

    By Craig Schiller, May 20, 2014
    • 0 replies
    • 700 views
    • 
    • Craig Schiller
    • May 20, 2014

29. Both a DC and DB plan exist

    By Guest Enda80, July 31, 2008
    • 4 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2008

30. Box 13 on Form W-2

    By Guest Tad77, December 20, 2005
    • 1 reply
    • 3.1k views
    • 
    • JanetM
    • December 20, 2005

31. Brain cramp - Employer has two 401(k) plans

    By Belgarath, January 3, 2023
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • January 4, 2023

32. Break in Service

    By Basically, September 13, 2023
    • 3 replies
    • 2.4k views
    • 
    • Basically
    • September 13, 2023

33. Break in Service choices in an adoption agreement.

    By katieinny, March 12, 2003
    • 6 replies
    • 1.4k views
    • 
    • katieinny
    • March 12, 2003

34. break-in-service

    By Guest umike, February 10, 2006
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • February 10, 2006

35. Breaks in service and 5 year vesting.

    By Guest Joseph OConnor, July 19, 2000
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • July 20, 2000

36. breaks in service, forfeitures and years of service

    By eilano, April 21, 2004
    • 3 replies
    • 1.3k views
    • 
    • eilano
    • April 22, 2004

37. BRF

    By cs771, April 27, 2018
    • 1 reply
    • 1k views
    • 
    • Luke Bailey
    • April 27, 2018

38. BRF testing for deposit made early of an integrated PS contribution

    By jkharvey, March 26, 2014
    • 2 replies
    • 922 views
    • 
    • K2retire
    • March 27, 2014

39. Bringing Back Termined EE to Pass Coverage

    By Guest Cyndy, September 15, 1998
    • 3 replies
    • 2.2k views
    • 
    • Dave Baker
    • September 29, 1998

40. Broker statements - calc gain/loss

    By Chippy, July 1, 2014
    • 6 replies
    • 1.1k views
    • 
    • Bird
    • July 2, 2014

41. Brother Sister Company and Family Attribution Rules

    By Ananda, February 15, 2023
    • 3 replies
    • 1.5k views
    • 
    • Draper55
    • February 24, 2023

42. Brother Sister Controlled Group Question

    By Briandfox, November 18, 2015
    • 1 reply
    • 834 views
    • 
    • ETA Consulting LLC
    • November 19, 2015

43. Brother-Sister Controlled Group

    By Guest Enda80, January 20, 2008
    • 3 replies
    • 3.9k views
    • 
    • Jim Chad
    • April 3, 2008

44. Brother-Sister Controlled Group Question

    By Guest EMM118, March 19, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 19, 2008

45. Brother-Sister Group

    By EBECatty, April 3, 2024
    • 7 replies
    • 919 views
    • 
    • EBECatty
    • April 5, 2024

46. Bungled Opt-Out

    By Christine Roberts, December 21, 1998
    • 0 replies
    • 1.4k views
    • 
    • Christine Roberts
    • December 21, 1998

47. Bush Signed S 256 Today. Bankruptcy Bill

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

48. Bush's email address

    By AndyH, February 7, 2003
    • 0 replies
    • 2k views
    • 
    • AndyH
    • February 7, 2003

49. Bush's pension proposal 1 2

    By Tom Poje, January 31, 2003
    • 93 replies
    • 22.5k views
    • 
    • Fredman
    • February 13, 2003

50. Business Closing

    By Basically, November 3, 2023
    • 5 replies
    • 1.4k views
    • 
    • Paul I
    • November 3, 2023