Retirement Plans in General

5,772 topics in this forum

1. Earnings Calculations for missed deferrals

   By Nassau, February 6, 2012
   • 0 replies
   • 1k views
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   • Nassau
   • February 6, 2012

2. Earnings on forfeiture account?

   By Guest DazedAndConfused, January 26, 2007
   • 1 reply
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • January 31, 2007

3. Easy controlled group question

   By Santo Gold, October 14, 2025
   • 4 replies
   • 1.4k views
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   • Santo Gold
   • October 23, 2025

4. Easy Question: Is This Plan Top Heavy?

   By PensionPro, March 22, 2013
   • 3 replies
   • 1.1k views
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   • PensionPro
   • March 22, 2013

5. EBAR formula for permitted disparity

   By BG5150, December 13, 2021
   • 8 replies
   • 1.8k views
   • 
   • Mike Preston
   • December 24, 2021

6. EBSA Audit

   By Guest Jill41402, May 19, 2011
   • 0 replies
   • 947 views
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   • Guest
   • May 19, 2011

7. EE is 50% business and 50% domestic - plan coverage?

   By Tom, October 28, 2019
   • 2 replies
   • 935 views
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   • jpod
   • October 29, 2019

8. EE Stock Purchase Plan - max # of shares?

   By Guest Beth N, June 13, 2000
   • 0 replies
   • 2.1k views
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   • Guest
   • June 13, 2000

9. EE Term'd Prior to Adoption of Plan

   By RestAssured, February 16, 2021
   • 1 reply
   • 462 views
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   • CuseFan
   • February 16, 2021

10. EE working on VISA doesn't want to open account

    By Cynchbeast, April 13, 2022
    • 2 replies
    • 669 views
    • 
    • A Shot in the Dark
    • April 13, 2022

11. EFAST Signing alternative

    By Cynchbeast, June 10, 2013
    • 5 replies
    • 1.2k views
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    • BG5150
    • June 11, 2013

12. Effect of 401(k) Deferrals on 404 15% Limit

    By chris, June 7, 1999
    • 7 replies
    • 2k views
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    • Tom Poje
    • June 18, 1999

13. Effect of Cessation of Controlled Group?

    By chris, June 16, 2003
    • 2 replies
    • 1.1k views
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    • chris
    • June 16, 2003

14. Effective date for respective provisions of TRA '86? Not the execution date, the effective date, as execution date and effective date remain different

    By Guest Enda80, October 28, 2008
    • 3 replies
    • 1.7k views
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    • Guest
    • October 30, 2008

15. Effective Date of new Plan

    By Hokielady, September 30, 2016
    • 5 replies
    • 2.6k views
    • 
    • Mike Preston
    • October 3, 2016

16. Effective date of plan

    By Guest picwrc, June 16, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 16, 2005

17. Effective Dates for SPD and claims procedure regulations

    By Guest wendycatherine, August 26, 2002
    • 3 replies
    • 2.2k views
    • 
    • E as in ERISA
    • August 27, 2002

18. EGTRA and the 415(c) limit

    By stephen, June 19, 2001
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • June 19, 2001

19. EGTRRA and 411(d)(6) for Profit sharing plans

    By AndyH, January 21, 2002
    • 8 replies
    • 2.1k views
    • 
    • AndyH
    • February 25, 2002

20. EGTRRA and rollovers into a 401(a) plan.

    By Belgarath, May 9, 2002
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • May 9, 2002

21. EGTRRA and Top-Heavy

    By smm, October 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • October 9, 2001

22. EGTRRA Changes to Involuntary Cash-out Rules - Effective Date?

    By Guest sgb, May 30, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • May 30, 2002

23. EGTRRA Document -- Required Adoption Date?

    By Jean, December 11, 2008
    • 0 replies
    • 1.3k views
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    • Jean
    • December 11, 2008

24. EGTRRA increased 415 limit not available until 2003 for some plans

    By Belgarath, August 24, 2001
    • 0 replies
    • 1.3k views
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    • Belgarath
    • August 24, 2001

25. EGTRRA Remedial Amendment Period

    By J Simmons, April 17, 2008
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • April 17, 2008

26. EGTRRA volume submitter plan - IRS approval

    By t.haley, April 27, 2010
    • 1 reply
    • 939 views
    • 
    • Dougsbpc
    • April 27, 2010

27. EGTRRA, PPA, etc.

    By SMB, April 2, 2010
    • 1 reply
    • 976 views
    • 
    • PensionPro
    • April 2, 2010

28. EGTTRA -- Employer Credit for Plan Start Up Costs

    By Jean, July 31, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 1, 2001

29. EIN for Adopting Employer

    By Guest Roman, December 5, 2004
    • 14 replies
    • 1.4k views
    • 
    • GBurns
    • December 7, 2004

30. EIN for plan sponsor...

    By K-t-F, May 29, 2007
    • 4 replies
    • 2.1k views
    • 
    • K-t-F
    • June 4, 2007

31. EIN for trust

    By Cynchbeast, September 17, 2018
    • 3 replies
    • 482 views
    • 
    • Larry Starr
    • September 19, 2018

32. EIN requested w/wrong address-file f8822b or get new EIN?

    By TPApril, September 13, 2025
    • 1 reply
    • 3.4k views
    • 
    • Bill Presson
    • September 13, 2025

33. EIN Required for Plan (not Trust)?

    By Guest Patrick Foley, July 12, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 13, 2004

34. Elapsed Time Question

    By eclark, June 20, 2006
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • June 20, 2006

35. Elapsed time vesting

    By rcline46, January 18, 2006
    • 1 reply
    • 2.7k views
    • 
    • Tom Poje
    • January 19, 2006

36. Election of Multiemployer Status

    By Guest dsw, January 4, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 4, 2007

37. Election to Cease Participation

    By BTG, June 27, 2014
    • 6 replies
    • 2.2k views
    • 
    • BTG
    • July 1, 2014

38. Election to defer 100% leaves no money for medical deductions

    By ERISA-Bubs, December 30, 2016
    • 2 replies
    • 1.6k views
    • 
    • hr for me
    • December 30, 2016

39. Elective service crediting

    By Scuba 401, January 20, 2017
    • 0 replies
    • 669 views
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    • Scuba 401
    • January 20, 2017

40. Elective transfers and leased employees

    By Guest DIY, October 11, 2007
    • 0 replies
    • 875 views
    • 
    • Guest
    • October 11, 2007

41. Electronic Beneficiary Designations

    By Guest TrustMe401k, June 2, 2006
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • June 2, 2006

42. Electronic Pension Deposite.

    By Guest tomseguin, August 26, 2000
    • 1 reply
    • 1.3k views
    • 
    • Erik Read
    • September 1, 2000

43. Electronic signatures

    By davef, July 11, 2000
    • 2 replies
    • 1.7k views
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    • davef
    • July 24, 2000

44. Electronic Signatures

    By Gilmore, December 16, 2015
    • 7 replies
    • 1.3k views
    • 
    • jpod
    • December 18, 2015

45. Electronic Storage of Retirement Plan Participant Files

    By Guest Benny Comply, August 6, 2010
    • 0 replies
    • 952 views
    • 
    • Guest
    • August 6, 2010

46. Eligibility

    By Belgarath, May 4, 2016
    • 2 replies
    • 594 views
    • 
    • Belgarath
    • May 4, 2016

47. Eligibility

    By Guest RJF, September 12, 2006
    • 0 replies
    • 1.2k views
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    • Guest
    • September 12, 2006

48. eligibility - 2 year wait

    By Chippy, August 18, 2016
    • 3 replies
    • 2.6k views
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    • Chippy
    • August 22, 2016

49. eligibility - 2 year wait

    By Chippy, August 24, 2016
    • 5 replies
    • 1.8k views
    • 
    • ESOP Guy
    • August 24, 2016

50. Eligibility - hourly and month requirement

    By Guest tajcc, August 4, 2008
    • 4 replies
    • 1.9k views
    • 
    • masteff
    • August 4, 2008