Retirement Plans in General

5,772 topics in this forum

1. Fiduciary liability when providing investment advice

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

2. Fiduciary requirements

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

3. Fiduciary responsibility in an ERISA plan

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

4. Fiduciary status

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

5. Fiduciary vs Named Fiduciary

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

6. File under DFVCP without the required audit attached?

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

7. filing 8955-SSA but FIRE is down?

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

8. Filing Deadline

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

9. Filing for an IRS determination letter in year 2001

   By Guest meggie, January 23, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • January 23, 2001

10. Final Average Pay

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

11. Final Form SSA for Plan Termination

    By CRBarnard, November 11, 2020
    • 8 replies
    • 2.3k views
    • 
    • BG5150
    • June 3, 2021

12. Final Roth 401(k) Regs

    By Appleby, January 1, 2006
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • January 1, 2006

13. Final Rule - PBGC Missing Participants Program

    By Madison71, January 9, 2018
    • 2 replies
    • 653 views
    • 
    • Madison71
    • January 10, 2018

14. financial audit and multiple employer plan

    By PensionNewbee, April 7, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • April 7, 2003

15. financial planning after age 50

    By Guest Dayle, July 29, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 3, 2001

16. Firing a client

    By MarZDoates, September 21, 2012
    • 7 replies
    • 2k views
    • 
    • MarZDoates
    • October 9, 2012

17. firing a client for non payment of fees

    By Scuba 401, June 11, 2014
    • 5 replies
    • 1.2k views
    • 
    • My 2 cents
    • June 12, 2014

18. Firms that pay 20% Mandatory to Treasury

    By DPSRich, January 30, 2017   

    • withholding
    • 3 replies
    • 550 views
    • 
    • DPSRich
    • January 31, 2017

19. First RMD for 70.5

    By ldr, February 6, 2019   

    • rmd
    • distribution
    • 5 replies
    • 957 views
    • 
    • ldr
    • February 12, 2019

20. First wives club

    By lori.neal14@gmail.com, July 13, 2018
    • 1 reply
    • 724 views
    • 
    • david rigby
    • July 13, 2018

21. FIS - Relius Indemnification Clauses

    By D.J. Simonetti, December 6, 2019
    • 2 replies
    • 768 views
    • 
    • D.J. Simonetti
    • December 7, 2019

22. five year break in service

    By Guest nipa, September 21, 2006
    • 8 replies
    • 3.2k views
    • 
    • Effen
    • September 22, 2006

23. fix for non-filer

    By gregburst, April 28, 2010
    • 1 reply
    • 980 views
    • 
    • WDIK
    • April 28, 2010

24. Fixed $ P.S. contribution OK?

    By Guest KBU, August 10, 2000
    • 7 replies
    • 2.1k views
    • 
    • pjkoehler
    • August 11, 2000

25. Fixed Contribution for Profit Sharing Plan

    By Guest pk1, February 10, 2011
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • February 11, 2011

26. Fixing Too Low of an NRA, at this late date

    By Oh so SIMPLE, March 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 18, 2011

27. Flip Flops after EGTRRA

    By Guest Mark Draa, June 11, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 11, 2001

28. Focus Group for new entrepreneurial TPA's

    By chuTzPA, March 15, 2012
    • 0 replies
    • 1.4k views
    • 
    • chuTzPA
    • March 15, 2012

29. Follow-up to Erroneous 8955-SSA Penalties

    By ESOPMomma, November 16, 2023
    • 3 replies
    • 773 views
    • 
    • Lois Baker
    • November 16, 2023

30. For 5330 - Filer Tax Year for Off-Calendar Tax Year

    By PensionPro, June 16, 2021
    • 1 reply
    • 756 views
    • 
    • Peter Gulia
    • June 16, 2021

31. For an age 60-63 catch-up, is 2026’s inflation adjusted amount $12,000 or $11,250?

    By Peter Gulia, November 7, 2025
    • 16 replies
    • 1.8k views
    • 
    • austin3515
    • November 13, 2025

32. For an ASPPA Member who is a recordkeeper’s employee, who is her Principal?

    By Peter Gulia, April 24, 2023
    • 6 replies
    • 914 views
    • 
    • Paul I
    • April 26, 2023

33. for profit wholly owned subsidiary of not for profit

    By R. Butler, September 20, 2012
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • September 20, 2012

34. Force out amount upon plan termination

    By Jakyasar, August 4, 2024
    • 8 replies
    • 1.9k views
    • 
    • TheBoxMan
    • August 14, 2024

35. Force self-direction of investments

    By Trekker, August 22, 2016
    • 10 replies
    • 1.3k views
    • 
    • Trekker
    • August 23, 2016

36. Force-out question

    By BG5150, November 12, 2020
    • 8 replies
    • 2.3k views
    • 
    • MWeddell
    • November 12, 2020

37. Forced rollovers to separate retirement

    By Purplemandinga, February 22, 2021
    • 17 replies
    • 2.7k views
    • 
    • Planit 401k
    • March 1, 2021
38. Ford General Retirement Plan QDRO was never entered after 20 years of divorce

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

39. Foreign Affiliate and Compensation

    By Guest friedbrain, March 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 18, 1999

40. Foreign Company Sponsors 401(k)

    By Purplemandinga, April 8, 2021
    • 6 replies
    • 2.1k views
    • 
    • Purplemandinga
    • April 15, 2021

41. Foreign Company Wants to Establish QRP

    By Guest WantsToLearn, October 27, 2006
    • 5 replies
    • 2.3k views
    • 
    • Flyboyjohn
    • October 17, 2014

42. Foreign Corporations Retirement Plan

    By Guest Ed F., December 22, 2010
    • 0 replies
    • 849 views
    • 
    • Guest
    • December 22, 2010

43. Foreign Entity & Plan Trustee

    By JMP, April 20, 2020
    • 12 replies
    • 2.3k views
    • 
    • Larry Starr
    • April 23, 2020

44. Foreign Entity wanting a US plan

    By Hojo, September 17, 2013
    • 2 replies
    • 899 views
    • 
    • Hojo
    • September 17, 2013

45. Foreign government entity as sponsor?

    By stainedglass80, March 21, 2023
    • 4 replies
    • 1.2k views
    • 
    • Nate S
    • March 28, 2023

46. Foreign Income

    By MGOAdmin, February 8, 2022
    • 1 reply
    • 582 views
    • 
    • Luke Bailey
    • February 9, 2022

47. Foreign Income for Qualified plan

    By rcline46, April 3, 2013
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • April 4, 2013

48. Foreign investments in 401(k) Plan

    By Belgarath, June 28, 2021
    • 4 replies
    • 1.1k views
    • 
    • PeterN
    • July 9, 2021

49. Foreign language SPD requirement

    By Belgarath, March 23, 2004
    • 4 replies
    • 1.6k views
    • 
    • dmb
    • March 23, 2004

50. Foreign national profit sharing balance

    By Guest RS Vatalaro, October 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 29, 1999