Retirement Plans in General

5,751 topics in this forum

1. Severance comp vs post-severance comp

   By Gilmore, September 23, 2014
   • 14 replies
   • 6.3k views
   • 
   • QDROphile
   • September 27, 2014

2. IRS Notice 87-13

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

3. Controlled group - married couple-separate business

   By Tom, December 14, 2017
   • 6 replies
   • 6.3k views
   • 
   • Rhiannon
   • December 4, 2018

4. Is early retirement a protected benefit?

   By Santo Gold, October 25, 2010
   • 7 replies
   • 6.2k views
   • 
   • Guest
   • December 31, 2010

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

   By Guest Enda80, April 19, 2008
   • 3 replies
   • 6.2k views
   • 
   • K2retire
   • February 8, 2012

6. How Do You Exclude Employees from Participation?

   By Guest PensionNW, February 25, 2003
   • 15 replies
   • 6.2k views
   • 
   • AndyH
   • February 28, 2003

7. PTE 77-4

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

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

   By My 2 cents, July 14, 2015
   • 23 replies
   • 6.2k views
   • 
   • My 2 cents
   • May 24, 2016

9. Eligible Employees Opt-Out

   By Jilliandiz, August 1, 2003
   • 6 replies
   • 6.2k views
   • 
   • MGB
   • August 4, 2003

10. Initial eligibility in 401(k) plan

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

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

    By John A, April 25, 2001
    • 21 replies
    • 6.2k views
    • 
    • Archimage
    • December 10, 2002

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

    By Guest Kelly Igel, July 23, 2001
    • 17 replies
    • 6.2k views
    • 
    • Guest
    • December 11, 2001

13. Spousal Consent for Loan?

    By stephen, May 24, 2007
    • 8 replies
    • 6.1k views
    • 
    • J Simmons
    • June 6, 2007

14. Pension Death Benefits - Death of Beneficiary

    By CuseFan, December 12, 2024
    • 9 replies
    • 6.1k views
    • 
    • Lou S.
    • December 17, 2024

15. 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

16. 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
    • 6k views
    • 
    • E as in ERISA
    • July 9, 2004

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

    By John A, September 22, 2000
    • 13 replies
    • 6k views
    • 
    • actuarysmith
    • October 11, 2000

18. Predecessor Employers

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

19. illegal immigrant & benefits

    By Guest BarryK, June 23, 2004
    • 12 replies
    • 5.9k views
    • 
    • Guest
    • July 26, 2004

20. outsourcing pensions work - pros and cons

    By Guest student_actuary, January 2, 2006
    • 9 replies
    • 5.9k views
    • 
    • Guest
    • February 3, 2006

21. eligibility - protected benefit?

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

22. PPA Restatement Effective Date

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

23. Form 8822-B Poll

    By RatherBeGolfing, January 14, 2020   

    • 8822-b
    • 11 replies
    • 5.8k views
    • 
    • Belgarath
    • May 29

24. 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

25. Plan Limits

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

26. Fiduciary Indemnification Agreement

    By katieinny, September 10, 2014   

    • Yes or no?
    • 6 replies
    • 5.8k views
    • 
    • katieinny
    • September 12, 2014

27. 415 Suspense Account / Rev. Rul. 2001-51

    By Guest lawkid, August 15, 2002
    • 3 replies
    • 5.7k views
    • 
    • Mike Preston
    • August 16, 2002

28. Vesting Pre-ERISA

    By Guest Corey, September 16, 1998
    • 2 replies
    • 5.7k views
    • 
    • Guest
    • September 16, 1998

29. Vesting Schedule Amendment

    By msmith, October 10, 2014
    • 14 replies
    • 5.7k views
    • 
    • Tom Poje
    • October 14, 2014

30. Plan Year vs. Fiscal Year

    By MjInvestments, August 10, 2016
    • 7 replies
    • 5.7k views
    • 
    • Bill Presson
    • August 12, 2016

31. Improving the understanding of DB plans

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

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

    By katieinny, November 17, 2004
    • 8 replies
    • 5.7k views
    • 
    • katieinny
    • November 18, 2004

33. Softball Pension Questions 1 2

    By Basically, August 4, 2021
    • 59 replies
    • 5.7k views
    • 
    • BG5150
    • November 4, 2021

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

    By Santo Gold, March 5, 2024
    • 7 replies
    • 5.7k views
    • 
    • Santo Gold
    • March 8, 2024

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

    By LABenefits, September 4
    • 0 replies
    • 5.7k views
    • 
    • LABenefits
    • September 4

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

    By AndyH, October 13, 2004
    • 12 replies
    • 5.6k views
    • 
    • david rigby
    • October 14, 2004

37. Successor Trustee

    By Anonymoose, April 28, 2014   

    • Death of Trustee
    • 5 replies
    • 5.6k views
    • 
    • david rigby
    • April 29, 2014

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

    By RayJJohnsonJr, June 7, 2017
    • 17 replies
    • 5.6k views
    • 
    • My 2 cents
    • October 19, 2017

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

    By Wessex, February 9, 1999
    • 6 replies
    • 5.6k views
    • 
    • Guest
    • March 10, 2003

40. Year of service

    By Guest mparker2028, December 12, 2005
    • 24 replies
    • 5.6k views
    • 
    • Dougsbpc
    • November 1, 2007

41. Schedule C profit sharing contribution

    By Guest chris4013, July 30, 2004
    • 7 replies
    • 5.6k views
    • 
    • Archimage
    • August 3, 2004

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

    By katiejoseph, January 8, 2018
    • 12 replies
    • 5.6k views
    • 
    • pmacduff
    • January 10, 2018

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

    By BG5150, March 16, 2018
    • 34 replies
    • 5.6k views
    • 
    • jpod
    • March 26, 2018

44. Participant force out

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

45. OK to name both a corporate co-trustee (e.g. a bank) and an employee of the plan sponsor as co-trustee?

    By Guest PensionPerson, August 8, 2003
    • 3 replies
    • 5.5k views
    • 
    • Guest
    • August 8, 2003

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

    By MoJo, September 11, 2000
    • 17 replies
    • 5.5k views
    • 
    • pjkoehler
    • September 18, 2000

47. Backlash from Carol Gold's Memorandum

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

48. That a retirement plan required no spouse's consent for a distribution before the participant's death meant a surviving spouse gets no portion of a $2.7 million benefit.

    By Peter Gulia, April 3, 2018   

    • qjsa; qpsa; survivor annuity; spouse
    • 48 replies
    • 5.5k views
    • 
    • ESOP Guy
    • April 12, 2018

49. Related Rollover in top heavy testing

    By Trekker, May 31, 2007
    • 1 reply
    • 5.5k views
    • 
    • J Simmons
    • June 1, 2007

50. Forfeitures - Profit Sharing Plan

    By Guest cease, April 2, 2004
    • 8 replies
    • 5.5k views
    • 
    • Guest
    • November 8, 2006