Retirement Plans in General

5,753 topics in this forum

1. Forfeiture of account balance of missing participant

   By Guest Sieve, July 9, 2008
   • 11 replies
   • 6.7k views
   • 
   • AKowalski
   • December 13, 2018

2. Forfeiture Prior to Extinguishing Distribution of Account Balance or Accrued Benefit and Prior to Five Consecutive Breaks in Service or Periods of Severance

   By Kent Allard, June 27, 2024   

   • forfeiture
   • vesting
   • (and 6 more)

     Tagged with:

     • forfeiture
     • vesting
     • breaks in service
     • periods of severance
     • accrued benefit
     • account balance
     • plan year
     • vesting period
   • 1 reply
   • 594 views
   • 
   • Peter Gulia
   • June 28, 2024

3. Forfeiture problem

   By Guest LoloV, July 29, 2004
   • 5 replies
   • 1.6k views
   • 
   • WDIK
   • July 30, 2004

4. Forfeiture reallocation

   By Guest Jodi S., June 23, 2010
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • June 24, 2010

5. forfeiture reallocation

   By Lori H, November 4, 2013
   • 10 replies
   • 2.5k views
   • 
   • Guest
   • April 21, 2014

6. Forfeiture Reallocation

   By Chippy, October 21, 2014
   • 5 replies
   • 1.8k views
   • 
   • Chippy
   • October 21, 2014

7. forfeiture reallocations

   By pmacduff, June 8, 2017
   • 5 replies
   • 1.4k views
   • 
   • pmacduff
   • July 17, 2017

8. Forfeiture Restoration

   By Brenda Wren, June 20, 2000
   • 3 replies
   • 2.5k views
   • 
   • Richard Anderson
   • June 29, 2000

9. Forfeitures

   By Guest LCJ12, December 24, 2008
   • 1 reply
   • 1.1k views
   • 
   • Bill Presson
   • December 24, 2008

10. Forfeitures

    By Belgarath, April 22, 2020
    • 5 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 22, 2020

11. Forfeitures

    By ALBailey, May 25, 2007
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • May 25, 2007

12. Forfeitures

    By Guest ENT, November 17, 2012
    • 1 reply
    • 871 views
    • 
    • ESOP Guy
    • November 19, 2012

13. Forfeitures - timing?

    By Chippy, April 13, 2018
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • April 13, 2018

14. Forfeitures - Profit Sharing Plan

    By Guest cease, April 2, 2004
    • 8 replies
    • 5.5k views
    • 
    • Guest
    • November 8, 2006

15. Forfeitures and money-purchase pension plan contributions

    By Guest sampat, February 9, 2001
    • 1 reply
    • 2.7k views
    • 
    • wmyer
    • February 9, 2001

16. Forfeitures and plan termination

    By Cynchbeast, May 12, 2017
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • May 26, 2017

17. Forfeitures cause excess 415 limit?

    By Guest RICHEZ, June 4, 1999
    • 1 reply
    • 1.4k views
    • 
    • Larry M
    • June 5, 1999

18. Forfeitures held in suspense

    By Guest SPOT, May 14, 2002
    • 7 replies
    • 5.1k views
    • 
    • mbozek
    • May 17, 2002

19. Forfeitures in 403(b) and DC in general

    By Belgarath, September 4, 2014
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • September 5, 2014

20. Forfeitures Used to Pay Administrative Expenses

    By Guest Edward McElroy, November 23, 1998
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • November 23, 1998

21. Forfeitures/re-hired employee

    By Lynn Campbell, December 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 12, 2001

22. forgot to make profit sharing deposit

    By AlbanyConsultant, June 17, 2020
    • 3 replies
    • 1.5k views
    • 
    • Bill Presson
    • June 18, 2020

23. Forgot User Fee/timely filed

    By SadieJane, February 21, 2014   

    • determination letters; user f
    • 1 reply
    • 833 views
    • 
    • Kevin C
    • February 21, 2014

24. Form 1040 Sch F - 100% Earned Income?

    By David MacLennan, December 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • December 18, 2002

25. Form 1065, Schedule K-1

    By Belgarath, June 8, 2005
    • 7 replies
    • 15.4k views
    • 
    • BeckyMiller
    • June 29, 2005

26. Form 1099-R: Distribution to a minor

    By Lori Friedman, January 16, 2006
    • 1 reply
    • 2.5k views
    • 
    • JanetM
    • January 16, 2006

27. Form 1120-S Schedule K-1

    By coleboy, February 25, 2020
    • 13 replies
    • 2.5k views
    • 
    • Larry Starr
    • March 23, 2020

28. Form 2848

    By Guest At Peace, December 23, 2003
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • December 24, 2003

29. Form 2848

    By nancy, October 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • nancy
    • October 27, 2006

30. Form 2848 - IRS rep asking for practitioner's SSN

    By katiejoseph, January 8, 2018
    • 12 replies
    • 5.6k views
    • 
    • pmacduff
    • January 10, 2018

31. Form 5300 Demos

    By Guest bobolink, January 20, 2010
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2010

32. Form 5300 for Multiple Employer Plan

    By Guest wendycatherine, August 27, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 26, 2002

33. Form 5308

    By cpc0506, July 13, 2017
    • 2 replies
    • 626 views
    • 
    • cpc0506
    • July 13, 2017

34. Form 5310 - Electronic Filing

    By Michelle Mianecki, July 7, 2021
    • 0 replies
    • 596 views
    • 
    • Michelle Mianecki
    • July 7, 2021

35. Form 5330

    By Guest SPOT, May 22, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 22, 2002

36. Form 5330

    By Guest pension gofer, July 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • July 7, 2008

37. Form 5330

    By benpat3, October 23, 2008
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • October 27, 2008

38. Form 5330 - Electronic Filing (revisited)

    By Lauren0507, March 15, 2024
    • 9 replies
    • 4.6k views
    • 
    • SundanceKid
    • April 24, 2024

39. Form 5330 - Notice CP-220

    By ERISAAPPLE, April 11, 2018
    • 0 replies
    • 726 views
    • 
    • ERISAAPPLE
    • April 11, 2018

40. Form 5330 - paper filings allowed for 2023

    By justanotheradmin, July 16, 2024
    • 1 reply
    • 752 views
    • 
    • casey72
    • July 16, 2024

41. Form 5330 related for DB plans

    By Jakyasar, September 15
    • 3 replies
    • 3.1k views
    • 
    • thepensionmaven
    • September 24

42. Form 5330 Signatures

    By Pension RC, October 11, 2017
    • 2 replies
    • 2k views
    • 
    • Bill Presson
    • October 13, 2017

43. Form 5500

    By Guest ak, October 13, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 1999

44. Form 5500 - Valuing Insurance Policies

    By Guest rkaplan, October 6, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • October 14, 1999

45. Form 5500 Audit Count - With A Twist

    By RatherBeGolfing, November 21, 2024
    • 4 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • November 22, 2024

46. Form 5500 Counts - participants w/o balances don't count towards large filer and audit status

    By justanotheradmin, February 23, 2023
    • 7 replies
    • 2k views
    • 
    • Paul I
    • March 29, 2023

47. Form 5500 Question 22a, b, & c

    By pbarrett, September 23, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 26, 1999

48. Form 5500, Schedule I, Question 4k

    By Guest taj32z, February 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 20, 2003

49. Form 5558

    By SMB, February 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • A Shot in the Dark
    • February 19, 2010

50. 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