Retirement Plans in General

5,772 topics in this forum

1. DOL Audit

   By mming, March 18, 2016
   • 6 replies
   • 928 views
   • 
   • Earl
   • March 26, 2016

2. DoL audit comments - Robert Doyle

   By Guest Brad Brewer, November 11, 1998
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • November 24, 1998

3. DOL Audit efforts

   By Hypothetically, December 16, 2013
   • 2 replies
   • 1.1k views
   • 
   • MoJo
   • December 17, 2013

4. DOL audit letter received - when to notify insurance carrier

   By Gudgergirl, June 12, 2012
   • 6 replies
   • 2.2k views
   • 
   • Effen
   • June 18, 2012

5. DOL Audit of Service Provider

   By Guest JB2, August 11, 2000
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • August 11, 2000

6. DOL ERISA audit looming

   By Guest Troy S., March 26, 2007
   • 1 reply
   • 1.3k views
   • 
   • J Simmons
   • March 26, 2007

7. DOL Investigation

   By Guest mrilao, December 8, 2004
   • 15 replies
   • 3.7k views
   • 
   • AndyH
   • December 9, 2004

8. DOL Investigations

   By Lynn Campbell, August 5, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • August 9, 1999

9. DOL investigations

   By K2retire, March 10, 2016
   • 2 replies
   • 934 views
   • 
   • K2retire
   • March 10, 2016

10. DOL Investigations

    By Guest bobolink, May 1, 2009
    • 4 replies
    • 4.1k views
    • 
    • A Shot in the Dark
    • May 4, 2009

11. DOL Notice of Rejection of the Form 5500

    By bevfair, August 13, 2014
    • 3 replies
    • 1.7k views
    • 
    • Flyboyjohn
    • August 13, 2014

12. DOL Opinion Letters

    By chris, January 15, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • January 15, 1999

13. DOL Phone Calls regarding Late contributions

    By stormoj1, December 18, 2012
    • 1 reply
    • 872 views
    • 
    • BG5150
    • December 19, 2012

14. DOL Plan audits

    By Belgarath, July 8, 2019
    • 1 reply
    • 852 views
    • 
    • rr_sphr
    • July 8, 2019

15. DOL Proposed Investment Advice package scheduled for publication in the Federal Register

    By Lois Baker, November 2, 2023
    • 0 replies
    • 496 views
    • 
    • Lois Baker
    • November 2, 2023

16. DOL PT safe harbor

    By Guest Pennysaver, March 25, 2009
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 30, 2009

17. DOMA

    By Cynchbeast, September 25, 2013
    • 5 replies
    • 1.7k views
    • 
    • My 2 cents
    • October 2, 2013

18. DOMA Change and effect on retirement plans

    By Appleby, June 27, 2013
    • 16 replies
    • 2.6k views
    • 
    • masteff
    • July 2, 2013

19. DOMA notices

    By Cynchbeast, December 24, 2013
    • 0 replies
    • 1.1k views
    • 
    • Cynchbeast
    • December 24, 2013

20. Domestic Trust question

    By BW, January 4, 2016
    • 0 replies
    • 616 views
    • 
    • BW
    • January 4, 2016

21. DOT is last day or first day of PY questions

    By BG5150, December 1, 2021
    • 6 replies
    • 796 views
    • 
    • pmacduff
    • December 2, 2021

22. Drawbacks of Allowing In-Kind Distributions

    By chris, May 27, 2003
    • 4 replies
    • 2k views
    • 
    • mbozek
    • May 27, 2003

23. Dtandardized Plan .... 500 hour rule

    By Moe Howard, June 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • June 25, 2003

24. Dual Vesting

    By dmb, January 21, 2016
    • 1 reply
    • 1.3k views
    • 
    • Nate X
    • March 21, 2016

25. Due date for a profit sharing contribution for a non-profit organizati

    By AndyH, January 26, 2001
    • 1 reply
    • 1.8k views
    • 
    • Erik Read
    • January 26, 2001

26. Due Date For Contributions

    By Guest merlin, September 13, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • September 16, 2002

27. Duty of Care in Responding to Request for Forms?

    By Guest newtobenefits, October 7, 2008
    • 13 replies
    • 2.3k views
    • 
    • GBurns
    • October 9, 2008

28. Duty to Follow Plan Document

    By Guest lvegas, March 9, 2004
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • May 6, 2004

29. E-File authorizations for DFVC filings

    By Cynchbeast, July 9, 2023
    • 3 replies
    • 627 views
    • 
    • Paul I
    • July 12, 2023

30. E&O coverage

    By Jakyasar, November 9, 2021
    • 0 replies
    • 535 views
    • 
    • Jakyasar
    • November 9, 2021

31. Early 5500 Filing

    By Cynchbeast, May 11, 2011
    • 2 replies
    • 1.1k views
    • 
    • SMB
    • May 12, 2011

32. Early due date(s) of "good faith" EGTRRA amendments?

    By John A, September 7, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • September 7, 2001

33. Early Participation Rule

    By RDY2RTR, October 22, 2010
    • 3 replies
    • 2.9k views
    • 
    • PensionPro
    • October 22, 2010

34. Early Retirement

    By Guest CAM Cindy, January 21, 2003
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2003

35. Early Retirement Program

    By Guest Liz, December 10, 1998
    • 1 reply
    • 1.6k views
    • 
    • Chester
    • December 10, 1998

36. Early retirement question. Company wont allow to to take another job.

    By Guest tl6056john, October 19, 2003
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • October 29, 2003

37. Early Retirement Window

    By Guest Blake Fritz, February 18, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • February 18, 2000

38. Early Retirement Window in 401(k) Plan

    By Guest Bearlee, January 3, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 3, 2008

39. early withdrawal

    By Guest OngM, January 28, 2001
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • April 19, 2002

40. Early withdrawal of benifits due to hardship

    By Guest DWest, April 3, 1999
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 4, 1999

41. Earned Income

    By TBob, February 25, 2011
    • 6 replies
    • 1.5k views
    • 
    • K2retire
    • March 25, 2011

42. Earned Income - Receipt of Deferred Compensation

    By rocknrolls2, July 23, 2001
    • 0 replies
    • 2.6k views
    • 
    • rocknrolls2
    • July 23, 2001

43. earned income (Schedule C Income)

    By Tom Poje, June 5, 2017
    • 7 replies
    • 976 views
    • 
    • imchipbrown
    • June 6, 2017

44. Earned Income and 30% Limit under 1.401-10(c)(3)(i)

    By Guest EMM118, August 5, 2005
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • August 5, 2005

45. Earned income calculation

    By RatherBeGolfing, February 6, 2017
    • 18 replies
    • 1.1k views
    • 
    • Tom Poje
    • February 17, 2017

46. Earned Income Calculation

    By Guest Boots, September 22, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • September 22, 2011

47. EARNED INCOME CALCULATOR

    By Appleby, September 20, 2007
    • 0 replies
    • 1k views
    • 
    • Appleby
    • September 20, 2007

48. Earned Income for non-US citizen

    By katdmin, November 12, 2021
    • 0 replies
    • 429 views
    • 
    • katdmin
    • November 12, 2021

49. Earned Income for Partner in Multiple Partnerships

    By SMB, April 3, 2002
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • April 4, 2002

50. Earned Income From Separate Affiliates in Controlled Group

    By ERISAAPPLE, January 8, 2018
    • 5 replies
    • 959 views
    • 
    • Kevin C
    • January 9, 2018