Retirement Plans in General

5,772 topics in this forum

1. Freezing MPPP

   By chris, September 2, 1999
   • 2 replies
   • 1.7k views
   • 
   • Wessex
   • September 3, 1999

2. Friday the 13th style question

   By Tom Poje, June 13, 2008
   • 6 replies
   • 1.3k views
   • 
   • Guest
   • June 17, 2008

3. Fringe Benefit?

   By KateSmithPA, December 5, 2012
   • 2 replies
   • 1.1k views
   • 
   • KateSmithPA
   • December 5, 2012

4. Fringe benefits

   By K2retire, February 7, 2017   

   • compensation definition
   • excluded compensation
   • 4 replies
   • 4.3k views
   • 
   • ERISADC
   • November 14, 2018

5. From 5300 - Demo 9

   By Guest slt, November 10, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • November 12, 2001

6. From No U.S. Income to U.S. Income

   By Nate X, February 11, 2016   

   • non resident alien
   • HCE
   • (and 1 more)

     Tagged with:

     • non resident alien
     • HCE
     • no U.S. income
   • 0 replies
   • 776 views
   • 
   • Nate X
   • February 11, 2016

7. Frozen Money Purchase Plan

   By Guest cpaese, July 23, 2001
   • 1 reply
   • 2.4k views
   • 
   • david rigby
   • July 23, 2001

8. Frozen Profit Sharing Plan

   By Catch22PGM, October 3, 2022   

   • form 5500
   • frozen plan
   • (and 1 more)

     Tagged with:

     • form 5500
     • frozen plan
     • profit sharing plan
   • 7 replies
   • 1.6k views
   • 
   • Luke Bailey
   • October 5, 2022

9. Frozen profit sharing plan - vesting

   By taxllm, October 12, 2015
   • 8 replies
   • 3k views
   • 
   • taxllm
   • October 12, 2015

10. FRS 17 - new UK accounting standard

    By JanetM, May 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • May 9, 2002

11. Full time employment to part-time

    By thepensionmaven, January 21, 2016
    • 3 replies
    • 646 views
    • 
    • Tom Poje
    • January 21, 2016

12. Full vesting for spinoff plan participants?

    By Guest Susan Keys, March 20, 2000
    • 3 replies
    • 3.4k views
    • 
    • John A
    • November 9, 2000

13. Full Vesting Upon Attainment of Normal Retirement Age; Occurs as Long as Employed by a Member of the Controlled Group in Which the Endorsing Entity Occurs; the Member of the Controlled Group Lacking an Endorsement of the Plan Lacks Effect on the Situation

    By Pathfinder, August 17, 2021   

    • normal retirement age
    • controlled group
    • (and 6 more)

      Tagged with:

      • normal retirement age
      • controlled group
      • vesting
      • employee
      • particpant
      • endorsing employer
      • 414
      • aggregation group
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • August 17, 2021

14. full vesting when company is sold

    By Santo Gold, October 20, 2006
    • 2 replies
    • 1.3k views
    • 
    • 12AX7
    • October 20, 2006

15. full year comp for initial short plan year?

    By Guest dubya, June 21, 2004
    • 1 reply
    • 964 views
    • 
    • Blinky the 3-eyed Fish
    • June 21, 2004

16. Fun with controlled groups

    By seatpa, February 2, 2013
    • 0 replies
    • 779 views
    • 
    • seatpa
    • February 2, 2013

17. Funding a Profit Sharing Plan

    By Guest Kala, April 7, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 8, 2003

18. Funding Deadline -Sole Proprietor Money Purchase Plan

    By Lou81, September 10, 2019   

    • money purchase
    • sole proprietor
    • 2 replies
    • 1.1k views
    • 
    • Lou81
    • September 10, 2019

19. Funding deadline for partner's employer contributions

    By R. Butler, November 30, 2023
    • 3 replies
    • 745 views
    • 
    • Luke Bailey
    • December 1, 2023

20. Funding deficiency in MP plan-treatment of lost earnings

    By AndyH, July 29, 2004
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • July 29, 2004

21. Funding for a controlled group

    By Jakyasar, September 12, 2024
    • 5 replies
    • 803 views
    • 
    • Jakyasar
    • September 13, 2024

22. Funding of employer contribution by credit card

    By Medusa, January 6, 2004
    • 10 replies
    • 1.9k views
    • 
    • Medusa
    • January 9, 2004

23. Funds overpaid in participant rollover returned to Plan. How is it reported?

    By AJC, November 9, 2022
    • 3 replies
    • 1.1k views
    • 
    • AJC
    • November 18, 2022

24. Future Service Credit

    By Fisher, December 3, 2012
    • 8 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 22, 2015

25. GAO Fee Survey

    By Guest JohnCal, July 6, 2011
    • 2 replies
    • 1.1k views
    • 
    • pmacduff
    • July 7, 2011

26. Gap period earnings for 415 excesses

    By BG5150, September 18, 2018
    • 1 reply
    • 799 views
    • 
    • BG5150
    • September 18, 2018

27. Garnishment of CHURCH PLAN pension benefits

    By Guest krijowri, April 14, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 20, 2009

28. Gateway minimum for terminated participants

    By Cynchbeast, January 31, 2014   

    • gateway
    • 401(k)
    • 1 reply
    • 2.8k views
    • 
    • Lou S.
    • January 31, 2014

29. Gateway Minimum Test and $0 contribution

    By Cynchbeast, February 22, 2016
    • 2 replies
    • 866 views
    • 
    • Mike Preston
    • February 22, 2016

30. Gateway related

    By Jakyasar, March 4, 2022
    • 1 reply
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2022

31. GATT Rate

    By Guest cheral, November 8, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • November 9, 2001

32. GATT RATE

    By Guest LROD, February 5, 2009
    • 2 replies
    • 10.5k views
    • 
    • Guest
    • February 16, 2010

33. GayleAkrai Wrote....

    By Guest ERead, March 26, 1999
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 27, 1999

34. General Fund to Directed Investment to General Fund

    By chris, July 26, 2002
    • 0 replies
    • 1.1k views
    • 
    • chris
    • July 26, 2002

35. General Nondiscrimanation Test for Retirees

    By Guest HarveyC, April 15, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 15, 2002

36. General rules and regs

    By Guest MARY WRIGHT, January 14, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 14, 1999

37. German resident living in USA on a work Visa (L1-A)

    By Guest belfers@langgroup.com, February 11, 2003
    • 4 replies
    • 1.6k views
    • 
    • jaemmons
    • February 13, 2003

38. Getting back a small overpayment that shouldn't have been deposited in the first place

    By AlbanyConsultant, August 12, 2022
    • 17 replies
    • 1.8k views
    • 
    • BG5150
    • August 18, 2022

39. Getting Started Early

    By Guest Tumbler, June 23, 2003
    • 0 replies
    • 929 views
    • 
    • Guest
    • June 23, 2003

40. Giving the financial advisor a "heads-up" - OK or not OK?

    By Santo Gold, February 11, 2005
    • 10 replies
    • 1.5k views
    • 
    • Santo Gold
    • February 14, 2005

41. Going Paperless

    By waid10, June 8, 2009
    • 5 replies
    • 1.7k views
    • 
    • Monica Barnard
    • August 15, 2009

42. Gold Investment... must it be held by a custodian?

    By K-t-F, April 8, 2020
    • 16 replies
    • 2.7k views
    • 
    • Luke Bailey
    • May 11, 2020

43. Good contact # at DOL? (ERISA bonding question)

    By IhrtERISA, July 18, 2016
    • 4 replies
    • 671 views
    • 
    • hr for me
    • July 19, 2016

44. Good Ole' FDP

    By jsample, November 30, 2020
    • 8 replies
    • 882 views
    • 
    • AMDG
    • December 1, 2020

45. Government 401(a) Plan

    By Nassau, October 10, 2012
    • 1 reply
    • 1.1k views
    • 
    • Everett Moreland
    • October 10, 2012

46. Government plan language

    By Belgarath, September 11, 2019
    • 5 replies
    • 720 views
    • 
    • Belgarath
    • September 12, 2019

47. Governmental Plans

    By Guest slt, October 20, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 1999

48. Gramm-Leach-Bliley application to retirement plans

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

49. grandfathering in insurance policy?

    By AlbanyConsultant, April 10, 2024
    • 3 replies
    • 797 views
    • 
    • Bill Presson
    • April 10, 2024

50. Granting Hypothetical Service in a DB Plan

    By Guest Grumpy456, November 15, 2005
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 15, 2005