Retirement Plans in General

5,781 topics in this forum

1. What can I do for my nieces?

   By dh003i, November 7, 2004
   • 46 replies
   • 6.5k views
   • 
   • Guest
   • November 17, 2004

2. 501(a) tax exempt trust

   By Guest dubya, September 9, 2004
   • 9 replies
   • 6.5k views
   • 
   • mbozek
   • September 13, 2004

3. Another integration question

   By Guest Moe Howard2, October 15, 2004
   • 45 replies
   • 6.5k views
   • 
   • Lynn Campbell
   • October 20, 2004

4. Severance comp vs post-severance comp

   By Gilmore, September 23, 2014
   • 14 replies
   • 6.5k views
   • 
   • QDROphile
   • September 27, 2014

5. Tax Deduction Issue for PS Plans

   By Guest DNH, July 10, 2008
   • 7 replies
   • 6.4k views
   • 
   • BeckyMiller
   • July 19, 2008

6. State escheat laws - pre-empted by ERISA?

   By My 2 cents, July 14, 2015
   • 23 replies
   • 6.4k views
   • 
   • My 2 cents
   • May 24, 2016

7. Can "Temporary Employees" be considered an excluded class?

   By Santo Gold, March 5, 2024
   • 7 replies
   • 6.4k views
   • 
   • Santo Gold
   • March 8, 2024

8. IRS Notice 87-13

   By thepensionmaven, June 6, 2000
   • 1 reply
   • 6.3k views
   • 
   • Guest
   • June 9, 2000

9. Is early retirement a protected benefit?

   By Santo Gold, October 25, 2010
   • 7 replies
   • 6.3k views
   • 
   • Guest
   • December 31, 2010

10. How Do You Exclude Employees from Participation?

    By Guest PensionNW, February 25, 2003
    • 15 replies
    • 6.3k views
    • 
    • AndyH
    • February 28, 2003

11. How many ways do you do 410(b) coverage testing before deciding to cor

    By John A, April 25, 2001
    • 21 replies
    • 6.3k views
    • 
    • Archimage
    • December 10, 2002

12. Spousal Consent for Loan?

    By stephen, May 24, 2007
    • 8 replies
    • 6.3k views
    • 
    • J Simmons
    • June 6, 2007

13. Merging money purchase plans into 401(k) or profit-sharing plans

    By Guest Enda80, April 19, 2008
    • 3 replies
    • 6.3k views
    • 
    • K2retire
    • February 8, 2012

14. "Conversion" of MP plan to a 401(k) PS plan

    By Guest Kelly Igel, July 23, 2001
    • 17 replies
    • 6.3k views
    • 
    • Guest
    • December 11, 2001

15. PTE 77-4

    By Guest psgross, November 1, 2005
    • 2 replies
    • 6.2k views
    • 
    • Guest
    • November 2, 2005

16. New Career Path into Retirement Plans

    By HarleyBabe, January 13
    • 7 replies
    • 6.2k views
    • 
    • HarleyBabe
    • January 15

17. Initial eligibility in 401(k) plan

    By MoShawn, July 9, 2009
    • 14 replies
    • 6.2k views
    • 
    • MoShawn
    • July 15, 2009

18. Reporting and withholding re: pension annuity overpayment due to late death notification

    By LABenefits, September 4, 2025
    • 0 replies
    • 6.2k views
    • 
    • LABenefits
    • September 4, 2025

19. What should be done when a profit sharing contribution exceeds the fix

    By John A, September 22, 2000
    • 13 replies
    • 6.2k views
    • 
    • actuarysmith
    • October 11, 2000

20. NRA Definition and 100% Vesting

    By cheersmate, April 17, 2015   

    • Vesting
    • NRA defined
    • (and 2 more)

      Tagged with:

      • Vesting
      • NRA defined
      • Corbel Document
      • automatic vesting
    • 4 replies
    • 6.1k views
    • 
    • cheersmate
    • April 17, 2015

21. Subject to FICA

    By Santo Gold, April 28, 2022
    • 12 replies
    • 6.1k views
    • 
    • Peter Gulia
    • May 3, 2022

22. Must unallocated forfeitures (suspense account) be reallocated among participants pursuant to a spin-off from a 401(k)/PSP?

    By smm, July 9, 2004
    • 2 replies
    • 6.1k views
    • 
    • E as in ERISA
    • July 9, 2004

23. Predecessor Employers

    By Guest Hilarion, November 22, 2004
    • 1 reply
    • 6k views
    • 
    • mbozek
    • November 22, 2004

24. Plan Year vs. Fiscal Year

    By MjInvestments, August 10, 2016
    • 7 replies
    • 6k views
    • 
    • Bill Presson
    • August 12, 2016

25. illegal immigrant & benefits

    By Guest BarryK, June 23, 2004
    • 12 replies
    • 6k views
    • 
    • Guest
    • July 26, 2004

26. Is a husband required to make a new 2nd wife his profit sharing beneficiary?

    By RayJJohnsonJr, June 7, 2017
    • 17 replies
    • 6k views
    • 
    • My 2 cents
    • October 19, 2017

27. Form 8822-B Poll

    By RatherBeGolfing, January 14, 2020   

    • 8822-b
    • 11 replies
    • 6k views
    • 
    • Belgarath
    • May 29, 2025

28. outsourcing pensions work - pros and cons

    By Guest student_actuary, January 2, 2006
    • 9 replies
    • 6k views
    • 
    • Guest
    • February 3, 2006

29. Vesting Schedule Amendment

    By msmith, October 10, 2014
    • 14 replies
    • 6k views
    • 
    • Tom Poje
    • October 14, 2014

30. eligibility - protected benefit?

    By Santo Gold, December 3, 2004
    • 22 replies
    • 5.9k views
    • 
    • Mike Preston
    • May 22, 2020

31. PPA Restatement Effective Date

    By Cynchbeast, May 26, 2015
    • 7 replies
    • 5.9k views
    • 
    • Bird
    • June 16, 2015

32. Softball Pension Questions 1 2

    By Basically, August 4, 2021
    • 59 replies
    • 5.9k views
    • 
    • BG5150
    • November 4, 2021

33. Fiduciary Indemnification Agreement

    By katieinny, September 10, 2014   

    • Yes or no?
    • 6 replies
    • 5.9k views
    • 
    • katieinny
    • September 12, 2014

34. Form 2848 - IRS rep asking for practitioner's SSN

    By katiejoseph, January 8, 2018
    • 12 replies
    • 5.9k views
    • 
    • pmacduff
    • January 10, 2018

35. Are citizens of Puerto Rico nonresident aliens with no U.S. source inc

    By Wessex, February 9, 1999
    • 6 replies
    • 5.8k views
    • 
    • Guest
    • March 10, 2003

36. Is it common for a plan to require a beneficiary designation in whole percentages?

    By Peter Gulia, September 8, 2022
    • 26 replies
    • 5.8k views
    • 
    • Peter Gulia
    • September 30, 2022

37. Misrepresentation of marital status-what are the sponsor's responsibilities?

    By AndyH, October 13, 2004
    • 12 replies
    • 5.8k views
    • 
    • david rigby
    • October 14, 2004

38. Plan Limits

    By MoShawn, October 5, 2009
    • 30 replies
    • 5.8k views
    • 
    • XTitan
    • October 20, 2009

39. Vesting Pre-ERISA

    By Guest Corey, September 16, 1998
    • 2 replies
    • 5.8k views
    • 
    • Guest
    • September 16, 1998

40. Opinion: Might Be Best Not to Save Too Much for Retirement

    By Guest BenefitsLink, June 27, 2001
    • 4 replies
    • 5.8k views
    • 
    • Guest
    • August 29, 2007

41. Is Kodak Savings Investment Plan (SIP) excepted from the Required Minimum Distribution rules?

    By katieinny, November 17, 2004
    • 8 replies
    • 5.8k views
    • 
    • katieinny
    • November 18, 2004

42. 415 Suspense Account / Rev. Rul. 2001-51

    By Guest lawkid, August 15, 2002
    • 3 replies
    • 5.8k views
    • 
    • Mike Preston
    • August 16, 2002

43. Improving the understanding of DB plans

    By david rigby, August 26, 2005
    • 1 reply
    • 5.7k views
    • 
    • Belgarath
    • August 26, 2005

44. Refusal to participate in DC plan (maybe religous reasons?)

    By BG5150, March 16, 2018
    • 34 replies
    • 5.7k views
    • 
    • jpod
    • March 26, 2018

45. Successor Trustee

    By Anonymoose, April 28, 2014   

    • Death of Trustee
    • 5 replies
    • 5.7k views
    • 
    • david rigby
    • April 29, 2014

46. How do you check whether a beneficiary designation is real or a forgery?

    By Peter Gulia, January 10, 2023
    • 15 replies
    • 5.7k views
    • 
    • Peter Gulia
    • January 30, 2023

47. Year of service

    By Guest mparker2028, December 12, 2005
    • 24 replies
    • 5.7k views
    • 
    • Dougsbpc
    • November 1, 2007

48. Profit sharing plan - can the allocation method be changed for 2020?

    By Jakyasar, October 9, 2020
    • 25 replies
    • 5.7k views
    • 
    • MWeddell
    • October 22, 2020

49. Participant force out

    By Guest jhilliard, August 12, 2003
    • 17 replies
    • 5.6k views
    • 
    • Guest
    • August 19, 2003

50. Enrollment gifts and giveaways/prizes - Prohibited transaction?

    By MoJo, September 11, 2000
    • 17 replies
    • 5.6k views
    • 
    • pjkoehler
    • September 18, 2000