Retirement Plans in General

5,751 topics in this forum

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

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

2. CDSC Reference

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

3. Certification question?

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

4. CG / ASG?

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

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

   By AlbanyConsultant, August 24, 2020
   • 18 replies
   • 1.9k views
   • 
   • AlbanyConsultant
   • August 31, 2020

6. CG for part of year

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

7. CG, right?

   By truphao, April 10
   • 3 replies
   • 2.7k views
   • 
   • Belgarath
   • April 10

8. CG... mon, dad, son, wife

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

9. Change in Contributiion Formula--Money Purchase Plan

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

10. Change in Eligibility

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

11. change in NRA

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

12. Change In Pension Plan Calculation

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

13. Change in plan sponsor

    By MoShawn, February 28, 2011
    • 4 replies
    • 3.8k views
    • 
    • david rigby
    • February 28, 2011

14. Change in Plan Year

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

15. Change in Sponsor's Fiscal Year

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

16. Change in valuation date

    By Guest tws, September 4, 2002
    • 6 replies
    • 1.7k views
    • 
    • QDROphile
    • September 6, 2002

17. Change in vesting rules

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

18. Change in Vesting Schedule

    By chris, September 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • chris
    • September 20, 2001

19. Change in vesting schedule and affect on terminated participants

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

20. Change in When Forfeiture occurs

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

21. change of beneficiary desingnation form via power of attorney

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

22. Change of Trustees

    By Guest DIGMYDOG, September 19, 2003
    • 3 replies
    • 2.4k views
    • 
    • ljr
    • September 22, 2003

23. change plan sponsor

    By M Norton, December 27, 2017   

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

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

    By SRM, April 26, 2002
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 26, 2002

25. changes to EPCRS - VCP filings

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

26. 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
    • 968 views
    • 
    • GBurns
    • April 27, 2009

27. changing address for TIN?

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

28. Changing compensation definition retroactively

    By Jakyasar, March 23
    • 11 replies
    • 3k views
    • 
    • Tom Veal
    • March 25

29. changing def of plan compensation

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

30. changing eligibility

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

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

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

32. Changing Fiscal and Plan year ends

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

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

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

34. Changing MPP Contribution Mid-Year

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

35. Changing Normal Retirement Date

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

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

    By Jakyasar, February 20
    • 3 replies
    • 2k views
    • 
    • Jakyasar
    • February 21

37. Changing plan name associated with EIN

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

38. changing plan years due to EGTRRA

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

39. Changing Recordkeepers

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

40. Changing the definition of compensation

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

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

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

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

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

43. Changing vesting basis time

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

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

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

45. Chapter S and LLC ; Control Group?

    By Guest Mollie, December 28, 2004
    • 1 reply
    • 906 views
    • 
    • jquazza
    • December 28, 2004

46. Charging expenses to terminated participants' accounts

    By Guest terric, January 12, 2006
    • 2 replies
    • 1.7k views
    • 
    • E as in ERISA
    • January 12, 2006

47. charging participants for the plan audit

    By Santo Gold, September 30, 2010
    • 2 replies
    • 881 views
    • 
    • david rigby
    • September 30, 2010

48. Chart of different types of Retirement Plans?

    By BG5150, January 15, 2021
    • 2 replies
    • 682 views
    • 
    • digger
    • January 18, 2021

49. Check on EZ filing

    By Cynchbeast, June 14, 2020
    • 1 reply
    • 812 views
    • 
    • ratherbereading
    • June 15, 2020

50. Checklist to determine Controlled Group Status

    By MarZDoates, December 12, 2002
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • December 12, 2002