Retirement Plans in General

5,772 topics in this forum

1. Cashout when rollovers are involved

   By BG5150, August 27, 2020
   • 1 reply
   • 1k views
   • 
   • C. B. Zeller
   • August 27, 2020

2. Cashouts when discontinuing MEP participation

   By shERPA, April 12, 2015
   • 2 replies
   • 1.5k views
   • 
   • rcline46
   • September 8, 2015

3. Catch-up contribution in a 401a plan

   By Sue, March 19, 2020
   • 1 reply
   • 683 views
   • 
   • Mike Preston
   • March 19, 2020

4. Catch-up contributions

   By Guest slt, November 7, 2001
   • 20 replies
   • 3.9k views
   • 
   • BeckyMiller
   • January 7, 2002

5. Catch-Up for fiscal plan

   By Cynchbeast, March 30, 2015
   • 2 replies
   • 777 views
   • 
   • Tom Poje
   • March 31, 2015

6. Cato makes a joke about Social Security, but I'm not laughing.

   By Guest Franklin Evans, November 20, 2000
   • 0 replies
   • 2.8k views
   • 
   • Guest
   • November 20, 2000

7. Cb/DC combo gateway or not for otherwise excludable employees

   By Jakyasar, August 11, 2023
   • 6 replies
   • 774 views
   • 
   • Jakyasar
   • August 14, 2023

8. CDSC Reference

   By Disco Stu, October 29, 2004
   • 1 reply
   • 1.1k views
   • 
   • Jon Chambers
   • October 30, 2004

9. Certification question?

   By Guest ebyrd458, March 7, 2001
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • March 7, 2001

10. CG / ASG?

    By Cloudy, October 25, 2019
    • 3 replies
    • 988 views
    • 
    • Cloudy
    • October 25, 2019

11. CG compensation: sole prop loss and s-corp in same year

    By AlbanyConsultant, August 24, 2020
    • 18 replies
    • 2k views
    • 
    • AlbanyConsultant
    • August 31, 2020

12. CG for part of year

    By Bird, December 9, 2020
    • 1 reply
    • 334 views
    • 
    • C. B. Zeller
    • December 9, 2020

13. CG, right?

    By truphao, April 10, 2025
    • 3 replies
    • 2.8k views
    • 
    • Belgarath
    • April 10, 2025

14. CG... mon, dad, son, wife

    By K-t-F, September 7, 2006
    • 1 reply
    • 1.4k views
    • 
    • K-t-F
    • September 7, 2006

15. Change in Contributiion Formula--Money Purchase Plan

    By KJohnson, September 22, 1999
    • 0 replies
    • 1.7k views
    • 
    • KJohnson
    • September 22, 1999

16. Change in Eligibility

    By Dougsbpc, September 3, 2012
    • 4 replies
    • 957 views
    • 
    • Bird
    • September 4, 2012

17. change in NRA

    By AlbanyConsultant, August 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • Trekker
    • August 19, 2009

18. Change In Pension Plan Calculation

    By Guest slick1, June 8, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • June 16, 2002

19. Change in plan sponsor

    By MoShawn, February 28, 2011
    • 4 replies
    • 3.9k views
    • 
    • david rigby
    • February 28, 2011

20. Change in Plan Year

    By Guest Sieve, January 7, 2011
    • 1 reply
    • 920 views
    • 
    • J Simmons
    • January 7, 2011

21. Change in Sponsor's Fiscal Year

    By mming, March 8, 2007
    • 0 replies
    • 1.4k views
    • 
    • mming
    • March 8, 2007

22. Change in valuation date

    By Guest tws, September 4, 2002
    • 6 replies
    • 1.8k views
    • 
    • QDROphile
    • September 6, 2002

23. Change in vesting rules

    By pbarrett, May 2, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 3, 2000

24. Change in Vesting Schedule

    By chris, September 20, 2001
    • 0 replies
    • 1.4k views
    • 
    • chris
    • September 20, 2001

25. Change in vesting schedule and affect on terminated participants

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

26. Change in When Forfeiture occurs

    By DJL, August 6, 2020
    • 1 reply
    • 873 views
    • 
    • Bird
    • August 7, 2020

27. change of beneficiary desingnation form via power of attorney

    By Guest jigpsu100, June 3, 2005
    • 2 replies
    • 2.1k views
    • 
    • chris
    • June 3, 2005

28. Change of Trustees

    By Guest DIGMYDOG, September 19, 2003
    • 3 replies
    • 2.5k views
    • 
    • ljr
    • September 22, 2003

29. change plan sponsor

    By M Norton, December 27, 2017   

    • plan sponsor
    • change plan sponsor
    • 1 reply
    • 3.5k views
    • 
    • card
    • December 28, 2017

30. Change Top Heavy from all to Non Key only during RAP?

    By SRM, April 26, 2002
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 26, 2002

31. changes to EPCRS - VCP filings

    By Tom Poje, October 1, 2018
    • 2 replies
    • 848 views
    • 
    • Carol V. Calhoun
    • October 22, 2018

32. Changing a model SEP plan to a plain SEP plain; how does one do that? What variations in eligiblity requirements occur between the two?

    By Guest Enda80, April 25, 2009
    • 2 replies
    • 980 views
    • 
    • GBurns
    • April 27, 2009

33. changing address for TIN?

    By AlbanyConsultant, November 24, 2020
    • 2 replies
    • 513 views
    • 
    • Belgarath
    • November 24, 2020

34. Changing compensation definition retroactively

    By Jakyasar, March 23, 2025
    • 11 replies
    • 3.1k views
    • 
    • Tom Veal
    • March 25, 2025

35. changing def of plan compensation

    By Earl, November 23, 2004
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • November 23, 2004

36. changing eligibility

    By Bird, December 1, 2016
    • 14 replies
    • 2.6k views
    • 
    • coleboy
    • December 7, 2016

37. changing eligibility - when does a participant enter the plan?

    By Santo Gold, June 7, 2024
    • 1 reply
    • 723 views
    • 
    • CuseFan
    • June 7, 2024

38. Changing Fiscal and Plan year ends

    By Chippy, January 11, 2021
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • January 11, 2021

39. Changing In-service Withdrawal Conditions--Cutback?

    By BG5150, December 29, 2021
    • 1 reply
    • 830 views
    • 
    • Lou S.
    • December 29, 2021

40. Changing MPP Contribution Mid-Year

    By DP, June 22, 2001
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • June 22, 2001

41. Changing Normal Retirement Date

    By Guest ksumner, September 24, 1999
    • 4 replies
    • 3k views
    • 
    • david rigby
    • September 25, 1999

42. Changing NRA assumption, is it a BRF issue?

    By Jakyasar, February 20, 2025
    • 3 replies
    • 2.1k views
    • 
    • Jakyasar
    • February 21, 2025

43. Changing plan name associated with EIN

    By Bird, July 8, 2022
    • 3 replies
    • 757 views
    • 
    • Bird
    • July 12, 2022

44. changing plan years due to EGTRRA

    By Guest nmh, June 13, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 13, 2001

45. Changing Recordkeepers

    By coleboy, October 31, 2017
    • 6 replies
    • 959 views
    • 
    • hr for me
    • November 1, 2017

46. Changing the definition of compensation

    By katieinny, July 23, 2008
    • 6 replies
    • 2.3k views
    • 
    • Peanut Butter Man
    • July 25, 2008

47. changing to 1000 hours/last day requirement in mid year

    By Santo Gold, June 8, 2006
    • 4 replies
    • 3k views
    • 
    • wsp
    • June 9, 2006

48. Changing TPAs, need new doc--plan expense?

    By BG5150, November 9, 2021
    • 5 replies
    • 1.5k views
    • 
    • CuseFan
    • November 9, 2021

49. Changing vesting basis time

    By BG5150, December 16, 2019
    • 1 reply
    • 596 views
    • 
    • Larry Starr
    • December 17, 2019

50. Chapter 13 Bankruptcy Offices - What Type of Entity?

    By Guest YATPA, October 30, 2003
    • 3 replies
    • 2.2k views
    • 
    • Ron Snyder
    • November 11, 2003