Retirement Plans in General

5,753 topics in this forum

1. Federal Withholding on Periodic (Annuity) Payments

   By KaJay, February 6   

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

     Tagged with:

     • w-4p
     • withholding
     • periodic payment
   • 1 reply
   • 1.8k views
   • 
   • KaJay
   • February 10

2. Fee "Reasonableness"

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

3. 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
   • 857 views
   • 
   • hightower.texas
   • August 24, 2015

4. Fee disclosures

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

5. Fee for management

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

6. Fee paid from Owner's account only

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

7. Fee Structure of MassMutual TPA Services

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

8. Fee Study

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

9. Fees being treated as a "forfeiture"

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

10. Fees eligible to be paid from plan assets

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

11. Fees for locator services paid by plan

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

12. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols, September 21, 2022
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • September 23, 2022

13. fees paid by employer

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

14. fees paid from annuity assets

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

15. Fees paid from participant accounts unintenionally

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

16. Fees paid from plan

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

17. Fees payable by the Plan?

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

18. Fees to terminated participants

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

19. FICA on profit sharing contribution

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

20. Fidelity Bond

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

21. Fidelity Bond for Tax-exempt organization.

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

22. Fidelity Bond in excess of $500,000

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

23. fidelity bond provision

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

24. 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

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

    By jukeboy56, March 4, 2005
    • 16 replies
    • 3.5k views
    • 
    • AndyH
    • March 22, 2005

26. Fidelity Bond required?

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

27. Fidelity Bond Requirement

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

28. Fidelity Bond Requirements for a Retirement Plan

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

29. Fidelity Bonds

    By richard, March 28, 2001
    • 0 replies
    • 1.4k views
    • 
    • richard
    • March 28, 2001

30. fidelity bonds in 403b plans

    By Santo Gold, February 16, 2007
    • 0 replies
    • 2k views
    • 
    • Santo Gold
    • February 16, 2007

31. Fidelity Investments - Contact Info

    By 415 Limit, July 6, 2023
    • 4 replies
    • 6.4k views
    • 
    • Paul I
    • July 20, 2023

32. fiduciary bond

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

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

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

34. fiduciary bond required??

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

35. FIDUCIARY BONDING

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

36. 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

37. fiduciary education

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

38. Fiduciary Indemnification Agreement

    By katieinny, September 10, 2014   

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

39. Fiduciary Liability as a TPA

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

40. Fiduciary Liability Insurance

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

41. Fiduciary liability when providing investment advice

    By Guest Tina Elders, April 19, 2000
    • 3 replies
    • 1.5k views
    • 
    • pjkoehler
    • April 20, 2000

42. Fiduciary requirements

    By Belgarath, June 15, 2012
    • 0 replies
    • 751 views
    • 
    • Belgarath
    • June 15, 2012

43. Fiduciary responsibility in an ERISA plan

    By Don Levit, January 20, 2006
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • January 25, 2006

44. Fiduciary status

    By Guest Spock, January 31, 2011
    • 1 reply
    • 854 views
    • 
    • Belgarath
    • January 31, 2011

45. Fiduciary vs Named Fiduciary

    By 52626, July 30, 2014
    • 2 replies
    • 1k views
    • 
    • masteff
    • July 30, 2014

46. File under DFVCP without the required audit attached?

    By Janice F, November 16, 2021
    • 3 replies
    • 1.5k views
    • 
    • WCC
    • November 17, 2021

47. filing 8955-SSA but FIRE is down?

    By AlbanyConsultant, December 6, 2022
    • 7 replies
    • 1.2k views
    • 
    • D Lewis
    • December 12, 2022

48. Filing Deadline

    By Cynchbeast, May 11, 2020
    • 1 reply
    • 695 views
    • 
    • Larry Starr
    • May 11, 2020

49. Filing for an IRS determination letter in year 2001

    By Guest meggie, January 23, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 23, 2001

50. Final Average Pay

    By Guest calcu, August 4, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 4, 2004