Retirement Plans in General

5,753 topics in this forum

1. 1 business in U.S., one in Puerto Rico

   By Belgarath, January 24, 2011
   • 0 replies
   • 1.7k views
   • 
   • Belgarath
   • January 24, 2011

2. Charging expenses to terminated participants' accounts

   By Guest terric, January 12, 2006
   • 2 replies
   • 1.7k views
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   • E as in ERISA
   • January 12, 2006

3. Can a profit sharing distribution be rolled over to a new employer's

   By Moe Howard, August 23, 2000
   • 2 replies
   • 1.7k views
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   • AndyH
   • August 28, 2000

4. 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

5. determining partnership contributions when ownership changes

   By Santo Gold, May 29, 2015
   • 4 replies
   • 1.7k views
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   • Kevin C
   • May 29, 2015

6. Treatment of MP plan's forfeitures when MP plan merges into PS plan

   By Guest Kelly Igel, February 6, 2002
   • 3 replies
   • 1.7k views
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   • Guest
   • February 8, 2002

7. 401(a)(9) ownership change after year of 70 1/2

   By JJRetirement, December 12, 2013   

   • 401(a)(9)
   • 5% owner
   • (and 1 more)

     Tagged with:

     • 401(a)(9)
     • 5% owner
     • required minimum distribution
   • 3 replies
   • 1.7k views
   • 
   • JJRetirement
   • December 12, 2013

8. Pension Plan for Sole Prop and Corporation

   By richard, December 22, 1998
   • 2 replies
   • 1.7k views
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   • Guest
   • December 22, 1998

9. Irrevocable election not to participate

   By Guest Brad Brewer, May 21, 1999
   • 0 replies
   • 1.7k views
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   • Guest
   • May 21, 1999

10. Can anyone recommend a good investment company/TPA alliance program av

    By R. Butler, March 20, 2001
    • 4 replies
    • 1.7k views
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    • Bill Berke
    • March 23, 2001

11. Can you tell me briefly about having an annuity as investment in the PSP

    By jkharvey, December 10, 2008
    • 4 replies
    • 1.7k views
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    • QDROphile
    • December 11, 2008

12. Summary Plan Description Exemption

    By Guest ceholder, March 29, 2001
    • 1 reply
    • 1.7k views
    • 
    • Everett Moreland
    • March 29, 2001

13. Can a P/S plan that had been a target plan permit in-service withdrawa

    By MR, October 17, 2000
    • 2 replies
    • 1.7k views
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    • david rigby
    • October 17, 2000

14. Compensation

    By thepensionmaven, January 31, 2017
    • 7 replies
    • 1.7k views
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    • QDROphile
    • February 2, 2017

15. Must SSNs be removed from statements?

    By John A, October 24, 2001
    • 4 replies
    • 1.7k views
    • 
    • stephen
    • July 4, 2004

16. Vesting required to be shown on annual benefit statement?

    By John A, November 15, 2000
    • 4 replies
    • 1.7k views
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    • david rigby
    • November 16, 2000

17. Benefits for Non-Compensated Directors

    By waid10, July 12, 2004
    • 4 replies
    • 1.7k views
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    • 401 Chaos
    • July 16, 2004

18. Revenue Ruling 80-350

    By Guest Suanne, September 27, 2006
    • 1 reply
    • 1.7k views
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    • Appleby
    • September 27, 2006

19. Controlled Group / Affiliated Service Group ?

    By Below Ground, February 26, 2009
    • 9 replies
    • 1.7k views
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    • Guest
    • March 24, 2009

20. How does a Plan Administrator comply with a pre-REA domestic relations

    By Guest SCUDDESLER, April 10, 2001
    • 1 reply
    • 1.7k views
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    • QDROphile
    • April 11, 2001

21. Do the automatic rollover rules apply to the spouse of a deceased participant?

    By katieinny, June 20, 2005
    • 1 reply
    • 1.7k views
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    • WDIK
    • June 22, 2005

22. §415(c) Contribution Limits for DC plans

    By Guest JJERS, February 11, 2002
    • 4 replies
    • 1.7k views
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    • Belgarath
    • February 14, 2002

23. Statement of Statutory Accounting Principles #8

    By Guest meggie, April 26, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 27, 2002

24. Form 5558 question; do they still send out that letter that they inform taxpayers to keep with with their tax records? Form 5558 question; do they st

    By Guest Enda80, August 2, 2009
    • 1 reply
    • 1.7k views
    • 
    • Jim Chad
    • August 3, 2009

25. Non-Profit as a beneficiary

    By Guest RAA, January 13, 2004
    • 8 replies
    • 1.7k views
    • 
    • E as in ERISA
    • January 14, 2004

26. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

    By Guest Enda80, June 10, 2008
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • June 10, 2008

27. Self Correction possible?

    By J Simmons, December 18, 2009
    • 5 replies
    • 1.7k views
    • 
    • J Simmons
    • December 20, 2009

28. Gramm-Leach-Bliley application to retirement plans

    By Guest Darrell, September 6, 2001
    • 2 replies
    • 1.7k views
    • 
    • JWK
    • November 13, 2001

29. Life insurance premium payments

    By Guest cascigm, November 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • November 28, 2001

30. rollover to IRA while still employed

    By thepensionmaven, November 16, 2006
    • 3 replies
    • 1.6k views
    • 
    • SMB
    • November 18, 2006

31. Money Purchase Plan & Professional Corp

    By Guest logres, May 2, 2000
    • 6 replies
    • 1.6k views
    • 
    • Erik Read
    • May 12, 2000

32. ASG rules

    By Guest Crystal B Smith, June 30, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • June 30, 1999

33. Over Contributed

    By Guest lindamichals, January 18, 2006
    • 5 replies
    • 1.6k views
    • 
    • E as in ERISA
    • January 19, 2006

34. Partnership Owner Percentages for TH, HCE determination

    By mwyatt, March 1, 2005
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • March 2, 2005

35. Musmeci v. Schwegmann Giant Super Markets

    By Theresa Lynn, June 20, 2003
    • 0 replies
    • 1.6k views
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    • Theresa Lynn
    • June 20, 2003

36. EPCRS program

    By Belgarath, August 31, 2001
    • 0 replies
    • 1.6k views
    • 
    • Belgarath
    • August 31, 2001

37. Points Allocation

    By Santo Gold, August 14, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 14, 2006

38. Life Insurance - Question

    By caryn22359, November 29, 2016
    • 3 replies
    • 1.6k views
    • 
    • XTitan
    • December 1, 2016

39. Form 8752, Section 7519; not sure if these directly refer to retirement plans

    By Guest PivotTable, August 7, 2010
    • 0 replies
    • 1.6k views
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    • Guest
    • August 7, 2010

40. Cash Balance Account Balance as Accrued Benefit

    By Alonzo, December 29, 1998
    • 0 replies
    • 1.6k views
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    • Alonzo
    • December 29, 1998

41. 410(b) coverage test for DB

    By Cynchbeast, February 28, 2014
    • 4 replies
    • 1.6k views
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    • david rigby
    • February 28, 2014

42. Business establish after effective date of Plan?

    By jane123, October 31, 2005
    • 3 replies
    • 1.6k views
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    • jane123
    • November 1, 2005

43. 415 Self Employed

    By Guest mcw, May 24, 2006
    • 9 replies
    • 1.6k views
    • 
    • saabraa
    • May 24, 2006

44. What distribution fee should a plan charge for an early-out withdrawal?

    By Peter Gulia, January 7, 2023
    • 7 replies
    • 1.6k views
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    • Paul I
    • February 10, 2023

45. Can someone participate in MPP/PS plans, plus have a SEP on the side?

    By DP, January 23, 2001
    • 1 reply
    • 1.6k views
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    • AndyH
    • January 30, 2001

46. RMD and EPCRS

    By AAS2, May 23, 2017   

    • correction
    • minimum distribution
    • 6 replies
    • 1.6k views
    • 
    • CuseFan
    • May 24, 2017

47. Benefits, Rights and Features

    By thepensionmaven, April 3, 2018
    • 7 replies
    • 1.6k views
    • 
    • justanotheradmin
    • April 5, 2018

48. DOMA

    By Cynchbeast, September 25, 2013
    • 5 replies
    • 1.6k views
    • 
    • My 2 cents
    • October 2, 2013

49. Termination date when participant receives severence pay.

    By Guest SPOT, January 7, 2002
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • January 9, 2002

50. "Opt In" Provision for MPPP

    By Guest Chelmer, September 26, 2002
    • 8 replies
    • 1.6k views
    • 
    • jaemmons
    • October 1, 2002