Retirement Plans in General

5,772 topics in this forum

1. FAS 112

   By Effen, February 2, 2011
   • 0 replies
   • 2k views
   • 
   • Effen
   • February 2, 2011

2. FAS 157

   By J2D2, February 19, 2008
   • 2 replies
   • 5.2k views
   • 
   • J2D2
   • February 20, 2008

3. FAS106 & Stop Loss Premiums

   By Guest EBW, May 16, 2003
   • 1 reply
   • 1.5k views
   • 
   • GBurns
   • May 17, 2003

4. FAS87 Discount Rate for 12/31/06 ?

   By tuni88, January 19, 2007
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • January 19, 2007

5. FATCA

   By Belgarath, May 22, 2014
   • 1 reply
   • 1.5k views
   • 
   • Peter Gulia
   • May 22, 2014

6. father and childern ownership

   By abanky, July 7, 2008
   • 9 replies
   • 2.2k views
   • 
   • abanky
   • July 7, 2008

7. Father moving in repairs... 10% early dist penalty

   By Basically, February 17, 2025
   • 6 replies
   • 2.2k views
   • 
   • Peter Gulia
   • February 19, 2025

8. Faulty plan or adoption agreement language where "nobody got hurt"

   By Guest Enda80, January 24, 2009
   • 1 reply
   • 803 views
   • 
   • Guest
   • January 24, 2009

9. Federal EIN for sole prop

   By rcline46, December 20, 2006
   • 7 replies
   • 1.7k views
   • 
   • Belgarath
   • December 21, 2006

10. Federal Withholding

    By Guest THess, April 22, 2004
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • April 23, 2004

11. Federal Withholding on Periodic (Annuity) Payments

    By KaJay, February 6, 2025   

    • w-4p
    • withholding
    • (and 1 more)

      Tagged with:

      • w-4p
      • withholding
      • periodic payment
    • 1 reply
    • 1.9k views
    • 
    • KaJay
    • February 10, 2025

12. Fee "Reasonableness"

    By DMcGovern, July 24, 2012
    • 0 replies
    • 658 views
    • 
    • DMcGovern
    • July 24, 2012

13. Fee Disclosure during a Transition to a New Provider

    By hightower.texas, August 24, 2015   

    • fee disclosuretransition
    • new recordkeeper
    • (and 5 more)

      Tagged with:

      • fee disclosuretransition
      • new recordkeeper
      • change notice
      • fee
      • participant disclosure
      • notice
      • blackout
    • 0 replies
    • 883 views
    • 
    • hightower.texas
    • August 24, 2015

14. Fee disclosures

    By B21, June 7, 2012
    • 0 replies
    • 782 views
    • 
    • B21
    • June 7, 2012

15. Fee for management

    By Guest chick, February 27, 2009
    • 1 reply
    • 853 views
    • 
    • Guest
    • March 5, 2009

16. Fee paid from Owner's account only

    By Rayofsunshine, April 26, 2022
    • 8 replies
    • 1.1k views
    • 
    • BG5150
    • April 29, 2022

17. Fee Structure of MassMutual TPA Services

    By Susan S., September 4, 2015
    • 6 replies
    • 2.3k views
    • 
    • retireholiks
    • September 10, 2015

18. Fee Study

    By Guest Jhagan, May 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • Lorraine Dorsa
    • May 17, 1999

19. Fees being treated as a "forfeiture"

    By Belgarath, August 8, 2023
    • 5 replies
    • 844 views
    • 
    • Paul I
    • August 10, 2023

20. Fees eligible to be paid from plan assets

    By CuseFan, September 18, 2017
    • 10 replies
    • 2.6k views
    • 
    • 401_noob
    • September 20, 2017

21. Fees for locator services paid by plan

    By Guest Rae, May 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 28, 2004

22. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols, September 21, 2022
    • 5 replies
    • 1.2k views
    • 
    • CuseFan
    • September 23, 2022

23. fees paid by employer

    By Dawn Hafner, February 12, 1999
    • 0 replies
    • 1.5k views
    • 
    • Dawn Hafner
    • February 12, 1999

24. fees paid from annuity assets

    By thepensionmaven, May 23, 2000
    • 1 reply
    • 1.5k views
    • 
    • Bill Berke
    • June 2, 2000

25. Fees paid from participant accounts unintenionally

    By AmyETPA, February 6, 2024
    • 5 replies
    • 1k views
    • 
    • Paul I
    • February 7, 2024

26. Fees paid from plan

    By dmb, March 18, 2003
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • March 18, 2003

27. Fees payable by the Plan?

    By Guest Lorne Dauenhauer, November 17, 1998
    • 2 replies
    • 2.1k views
    • 
    • david shipp
    • November 19, 1998

28. Fees to terminated participants

    By KateSmithPA, June 25, 2001
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 26, 2001

29. FICA on profit sharing contribution

    By Santo Gold, December 18, 2009
    • 1 reply
    • 3.7k views
    • 
    • jpod
    • December 18, 2009

30. Fidelity Bond

    By thepensionmaven, July 16, 2015
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 17, 2015

31. Fidelity Bond for Tax-exempt organization.

    By katieinny, November 19, 2002
    • 5 replies
    • 1.9k views
    • 
    • QDROphile
    • November 21, 2002

32. Fidelity Bond in excess of $500,000

    By jkharvey, September 7, 2000
    • 0 replies
    • 1.8k views
    • 
    • jkharvey
    • September 7, 2000

33. fidelity bond provision

    By Guest rhp, January 24, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 24, 2001

34. Fidelity Bond Question for retirement plans; any special exceptions for plans with separate accounts as opposed to a pooled account?

    By Guest Enda80, August 8, 2009
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • August 8, 2009

35. Fidelity Bond required when only remaining participants are owners?

    By jukeboy56, March 4, 2005
    • 16 replies
    • 3.6k views
    • 
    • AndyH
    • March 22, 2005

36. Fidelity Bond required?

    By perplexedbypensions, February 14, 2019
    • 4 replies
    • 1.3k views
    • 
    • perplexedbypensions
    • February 14, 2019

37. Fidelity Bond Requirement

    By Guest ActuaryWannabe, June 29, 2004
    • 5 replies
    • 1.7k views
    • 
    • WDIK
    • June 29, 2004

38. Fidelity Bond Requirements for a Retirement Plan

    By Guest Enda80, May 31, 2009
    • 2 replies
    • 1.8k views
    • 
    • WDIK
    • June 1, 2009

39. Fidelity Bonds

    By richard, March 28, 2001
    • 0 replies
    • 1.5k views
    • 
    • richard
    • March 28, 2001

40. fidelity bonds in 403b plans

    By Santo Gold, February 16, 2007
    • 0 replies
    • 2.1k views
    • 
    • Santo Gold
    • February 16, 2007

41. Fidelity Investments - Contact Info

    By 415 Limit, July 6, 2023
    • 4 replies
    • 7.6k views
    • 
    • Paul I
    • July 20, 2023

42. fiduciary bond

    By Scuba 401, September 24, 2009
    • 0 replies
    • 946 views
    • 
    • Scuba 401
    • September 24, 2009

43. Fiduciary Bond Not required for One-Participant Keogh Plan?

    By Guest SSCARO, November 21, 2000
    • 3 replies
    • 2.6k views
    • 
    • AndyH
    • November 23, 2000

44. fiduciary bond required??

    By PensionNewbee, April 15, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 16, 2003

45. FIDUCIARY BONDING

    By Guest elizabeth, January 11, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 12, 1999

46. Fiduciary Duty and Valuation of Stock in a Closely-Held Company

    By Guest Edward McElroy, April 8, 2002
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • April 10, 2002

47. fiduciary education

    By K2retire, January 24, 2014
    • 1 reply
    • 734 views
    • 
    • QDROphile
    • January 24, 2014

48. Fiduciary Indemnification Agreement

    By katieinny, September 10, 2014   

    • Yes or no?
    • 6 replies
    • 5.8k views
    • 
    • katieinny
    • September 12, 2014

49. Fiduciary Liability as a TPA

    By HarleyBabe, April 27, 2010
    • 1 reply
    • 5.1k views
    • 
    • Ron Snyder
    • April 29, 2010

50. Fiduciary Liability Insurance

    By Guest drp41980, February 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 14, 2007