Retirement Plans in General

5,772 topics in this forum

1. Did the death rate skyrocket in 2021?

   By RayJJohnsonJr, January 4, 2022
   • 10 replies
   • 2.4k views
   • 
   • RayJJohnsonJr
   • January 5, 2022

2. Did the Third Circuit get it right in Bennett v. Conrail Matched Savin

   By John A, January 4, 2000
   • 0 replies
   • 3.2k views
   • 
   • John A
   • January 4, 2000

3. different allocation by location... if it's not in the plan document

   By AlbanyConsultant, April 22, 2024
   • 2 replies
   • 736 views
   • 
   • AlbanyConsultant
   • April 23, 2024

4. Different Contribution rates per division

   By Guest velll, August 29, 2003
   • 1 reply
   • 924 views
   • 
   • Blinky the 3-eyed Fish
   • September 2, 2003

5. Different Corp Fiscal Year from Plan Year

   By Guest rwest, February 27, 2004
   • 1 reply
   • 914 views
   • 
   • david rigby
   • February 27, 2004

6. Different Distribution Options for Differently Invested Money?

   By ERISA-Bubs, August 31, 2017
   • 0 replies
   • 712 views
   • 
   • ERISA-Bubs
   • August 31, 2017

7. Different eligibility conditions - discriminatory?

   By Santo Gold, February 5, 2021
   • 2 replies
   • 668 views
   • 
   • Bri
   • February 8, 2021

8. Different Eligibility for Plan Participants

   By suzeq4ever, April 29, 2011
   • 12 replies
   • 10.3k views
   • 
   • Kevin C
   • August 3, 2011

9. Different eligibility requirements for different classes of employees

   By AKconsult, March 30, 2012
   • 3 replies
   • 1.1k views
   • 
   • Mike Preston
   • March 30, 2012

10. Different plans for different employees

    By Guest Neil D, January 23, 2011
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 24, 2011

11. Different Waiting Periods/vesting for Different Groups of Employees

    By smm, March 20, 2006
    • 2 replies
    • 2k views
    • 
    • smm
    • March 22, 2006

12. Differing opinion on Q about vesting computation period for short plan

    By John A, September 28, 1999
    • 2 replies
    • 2.5k views
    • 
    • John A
    • September 28, 1999

13. Direct deposit of pension payments

    By JWK, July 20, 2010
    • 0 replies
    • 1.2k views
    • 
    • JWK
    • July 20, 2010

14. Direct rollover to Roth - some pre-tax and some post-tax

    By Belgarath, July 12, 2010
    • 2 replies
    • 976 views
    • 
    • Belgarath
    • July 13, 2010

15. Directed Investment Policy Issues

    By chris, November 13, 2003
    • 2 replies
    • 1k views
    • 
    • chris
    • November 19, 2003

16. Directed Nondiscretionary Trustee Services - Help

    By Guest benbarnett, December 13, 2010
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • December 13, 2010

17. Directed TTEE vs. Named Fiduciary

    By Guest Ephesian431, February 3, 2000
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • February 9, 2000

18. Director's fees

    By Bird, December 9, 2014
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • December 9, 2014

19. Director's Fees

    By dmb, July 16, 2003
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • July 16, 2003

20. Disability Determination - 'Outsource' to Physician?

    By SadieJane, April 25, 2018
    • 4 replies
    • 752 views
    • 
    • JustMe
    • May 16, 2018

21. Disability Distributions-20% withholding

    By JAY21, September 21, 2005
    • 0 replies
    • 1.5k views
    • 
    • JAY21
    • September 21, 2005

22. Disability Pay on a W-2 by the insurance company?

    By Belgarath, August 11, 2022
    • 5 replies
    • 4.1k views
    • 
    • Belgarath
    • August 15, 2022

23. Disability pay on the W-2

    By Belgarath, March 14, 2005
    • 19 replies
    • 6.8k views
    • 
    • TPApril
    • February 7, 2020

24. Disability Tax Question

    By metsfan026, November 23, 2021
    • 0 replies
    • 462 views
    • 
    • metsfan026
    • November 23, 2021

25. Disaggregation for testing

    By Guest Sieve, March 10, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 10, 2010

26. Disaster relief - 404(a)(6) deadline

    By Belgarath, October 1, 2024
    • 2 replies
    • 808 views
    • 
    • Belgarath
    • October 1, 2024

27. Disaster Relief and Remedial Amendment Period

    By PensionPro, January 15, 2025
    • 0 replies
    • 1.6k views
    • 
    • PensionPro
    • January 15, 2025

28. Disaster Relief other than 5500's

    By TPApril, October 29, 2019
    • 3 replies
    • 619 views
    • 
    • Larry Starr
    • October 31, 2019

29. Disclaim Benefits form?

    By BG5150, November 29, 2021
    • 1 reply
    • 453 views
    • 
    • BG5150
    • November 29, 2021

30. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 2005

31. Disclosure question (# 2,365)

    By BG5150, October 23, 2012
    • 0 replies
    • 758 views
    • 
    • BG5150
    • October 23, 2012

32. Discontinue a RMD

    By Fisher, November 14, 2007
    • 0 replies
    • 1k views
    • 
    • Fisher
    • November 14, 2007

33. Discrectionary Contribution Timing

    By Archimage, March 3, 2004
    • 1 reply
    • 911 views
    • 
    • Archimage
    • March 3, 2004

34. Discretion to make Profit Sharing Contributions

    By Newbie, August 30, 2017
    • 1 reply
    • 448 views
    • 
    • CuseFan
    • August 30, 2017

35. Discretionary 401(a) Contribution

    By Cathy from Chicago, October 31, 2002
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • November 1, 2002

36. Discretionary Match

    By Nassau, January 30, 2013   

    • Last day of the plan year
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • February 13, 2013

37. Discretionary Non-elective Contribution

    By Guest sritts, April 27, 2009
    • 1 reply
    • 2.3k views
    • 
    • BG5150
    • April 27, 2009

38. Discretionary Profit Sharing Contribution - Resolution

    By MarZDoates, November 20, 2013
    • 6 replies
    • 3.3k views
    • 
    • BG5150
    • November 21, 2013

39. Discretionary PS contribution allocated but not made. What are options

    By Guest Doreen Barrett, March 27, 2000
    • 1 reply
    • 1.7k views
    • 
    • John A
    • March 27, 2000

40. Discrimination

    By Oh so SIMPLE, November 13, 2012
    • 3 replies
    • 989 views
    • 
    • Bird
    • November 13, 2012

41. Discriminatory Compensation Question.

    By Guest Max Power, February 2, 2004
    • 11 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 3, 2004

42. Discriminatory plan

    By Belgarath, May 11, 2006
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • May 12, 2006

43. Discriminatory Timing? No longer a controlled group

    By shERPA, October 12, 2020
    • 4 replies
    • 749 views
    • 
    • EMoney
    • October 14, 2020

44. Disqualified Person / Prohibited Transaction?

    By Guest CABatty, September 21, 2007
    • 3 replies
    • 2k views
    • 
    • jpod
    • September 21, 2007

45. disqualified person/party in interest?

    By k man, November 15, 2006
    • 2 replies
    • 1.9k views
    • 
    • KJohnson
    • November 17, 2006

46. Disqualified plan losing deduction for form 1120, 1120S, schedule C on form 1040, etc.; absolutely or to the degree non-vested? Please provide referen

    By Guest Enda80, October 29, 2008
    • 1 reply
    • 806 views
    • 
    • GBurns
    • October 29, 2008

47. Disregardable Vesting Service

    By dmb, October 24, 2003
    • 1 reply
    • 1k views
    • 
    • david rigby
    • October 24, 2003

48. Dissolved Corporation as Plan Sponsor

    By Guest Patrick Foley, November 27, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 27, 2001

49. Distribution as a contribution

    By Sully, March 15, 2002
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • March 15, 2002

50. distribution from in-plan roth rollover account

    By Zorro1k, May 12, 2016   

    • protected
    • benefit
    • (and 3 more)

      Tagged with:

      • protected
      • benefit
      • roth
      • conversion
      • rollover
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • May 13, 2016