Retirement Plans in General

5,753 topics in this forum

1. Different plans for different employees

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

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

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

3. 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

4. Direct deposit of pension payments

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

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

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

6. Directed Investment Policy Issues

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

7. Directed Nondiscretionary Trustee Services - Help

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

8. Directed TTEE vs. Named Fiduciary

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

9. Director's fees

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

10. Director's Fees

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

11. Disability Determination - 'Outsource' to Physician?

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

12. Disability Distributions-20% withholding

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

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

    By Belgarath, August 11, 2022
    • 5 replies
    • 3.8k views
    • 
    • Belgarath
    • August 15, 2022

14. Disability pay on the W-2

    By Belgarath, March 14, 2005
    • 19 replies
    • 6.7k views
    • 
    • TPApril
    • February 7, 2020

15. Disability Tax Question

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

16. Disaggregation for testing

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

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

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

18. Disaster Relief and Remedial Amendment Period

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

19. Disaster Relief other than 5500's

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

20. Disclaim Benefits form?

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

21. Disclaimer of Benefits

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

22. Disclosure question (# 2,365)

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

23. Discontinue a RMD

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

24. Discrectionary Contribution Timing

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

25. Discretion to make Profit Sharing Contributions

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

26. Discretionary 401(a) Contribution

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

27. Discretionary Match

    By Nassau, January 30, 2013   

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

28. Discretionary Non-elective Contribution

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

29. Discretionary Profit Sharing Contribution - Resolution

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

30. 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

31. Discrimination

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

32. Discriminatory Compensation Question.

    By Guest Max Power, February 2, 2004
    • 11 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • February 3, 2004

33. Discriminatory plan

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

34. Discriminatory Timing? No longer a controlled group

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

35. Disqualified Person / Prohibited Transaction?

    By Guest CABatty, September 21, 2007
    • 3 replies
    • 1.9k views
    • 
    • jpod
    • September 21, 2007

36. disqualified person/party in interest?

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

37. 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
    • 795 views
    • 
    • GBurns
    • October 29, 2008

38. Disregardable Vesting Service

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

39. Dissolved Corporation as Plan Sponsor

    By Guest Patrick Foley, November 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 27, 2001

40. Distribution as a contribution

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

41. 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

42. Distribution from Terminated Plan

    By thepensionmaven, December 29, 2018
    • 3 replies
    • 738 views
    • 
    • Bird
    • December 31, 2018

43. Distribution made from corporate account

    By Belgarath, June 7, 2021
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • June 7, 2021

44. Distribution Notices

    By Guest Boilerburm1, February 8, 2007
    • 3 replies
    • 1.5k views
    • 
    • J Simmons
    • February 9, 2007

45. distribution of 401(k)employer and booster accounts

    By Guest and, February 10, 1999
    • 1 reply
    • 1.5k views
    • 
    • Disco Stu
    • February 11, 1999

46. Distribution of an asset with $0 value

    By Guest Dave Peckham, February 23, 2011
    • 1 reply
    • 932 views
    • 
    • mbozek
    • February 24, 2011

47. Distribution of vested benefit, directly from employer checking accoun

    By Moe Howard, October 31, 2002
    • 23 replies
    • 3.4k views
    • 
    • KJohnson
    • July 5, 2005

48. Distribution Security when TPAs are required to approve

    By Tom, October 8
    • 0 replies
    • 969 views
    • 
    • Tom
    • October 8

49. Distribution to nonresident (Canadian) beneficiary.

    By Guest TroyRiley, June 1, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 1, 2004

50. Distributions

    By Guest perplexedbypensions, October 27, 2006
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • October 30, 2006