Retirement Plans in General

5,753 topics in this forum

1. Full vesting for spinoff plan participants?

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

2. 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
   • 978 views
   • 
   • CuseFan
   • August 17, 2021

3. full vesting when company is sold

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

4. full year comp for initial short plan year?

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

5. Fun with controlled groups

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

6. Funding a Profit Sharing Plan

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

7. Funding Deadline -Sole Proprietor Money Purchase Plan

   By Lou81, September 10, 2019   

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

8. Funding deadline for partner's employer contributions

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

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

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

10. Funding for a controlled group

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

11. Funding of employer contribution by credit card

    By Medusa, January 6, 2004
    • 10 replies
    • 1.8k views
    • 
    • Medusa
    • January 9, 2004

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

    By AJC, November 9, 2022
    • 3 replies
    • 1k views
    • 
    • AJC
    • November 18, 2022

13. Future Service Credit

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

14. GAO Fee Survey

    By Guest JohnCal, July 6, 2011
    • 2 replies
    • 1k views
    • 
    • pmacduff
    • July 7, 2011

15. Gap period earnings for 415 excesses

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

16. Garnishment of CHURCH PLAN pension benefits

    By Guest krijowri, April 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 20, 2009

17. Gateway minimum for terminated participants

    By Cynchbeast, January 31, 2014   

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

18. Gateway Minimum Test and $0 contribution

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

19. Gateway related

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

20. GATT Rate

    By Guest cheral, November 8, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • November 9, 2001

21. GATT RATE

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

22. GayleAkrai Wrote....

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

23. General Fund to Directed Investment to General Fund

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

24. General Nondiscrimanation Test for Retirees

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

25. General rules and regs

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

26. 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

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

    By AlbanyConsultant, August 12, 2022
    • 17 replies
    • 1.7k views
    • 
    • BG5150
    • August 18, 2022

28. Getting Started Early

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

29. 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

30. Going Paperless

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

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

    By K-t-F, April 8, 2020
    • 16 replies
    • 2.6k views
    • 
    • Luke Bailey
    • May 11, 2020

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

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

33. Good Ole' FDP

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

34. Government 401(a) Plan

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

35. Government plan language

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

36. Governmental Plans

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

37. Gramm-Leach-Bliley application to retirement plans

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

38. grandfathering in insurance policy?

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

39. 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

40. Granting prior service

    By Belgarath, February 10, 2021
    • 6 replies
    • 1.8k views
    • 
    • Belgarath
    • February 15, 2021

41. Granting service credit to acquired employees for service with prior a

    By SMB, August 2, 2000
    • 1 reply
    • 1.7k views
    • 
    • M R Bernardin
    • August 3, 2000

42. Grantor trusts, do they ever figure into retirement plans?

    By Guest Enda80, June 18, 2008
    • 1 reply
    • 910 views
    • 
    • J Simmons
    • June 19, 2008

43. Greetings and Welcome

    By Guest Franklin Evans, December 3, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 3, 1998

44. Group Trust Determination Letter

    By Guest ERISAQUEEN, June 30, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 30, 2012

45. Guaranteed payments to a partner

    By Belgarath, March 9, 2017
    • 3 replies
    • 4.1k views
    • 
    • Kevin C
    • March 10, 2017

46. Guide to In-Plan Roth Conversions

    By AJC, September 20, 2022
    • 4 replies
    • 1.2k views
    • 
    • Bri
    • September 23, 2022

47. Guide To Making PS Coontributions

    By Guest cs006b, March 16, 2007
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • March 17, 2007

48. Guild plan

    By Bird, April 7, 2017
    • 0 replies
    • 445 views
    • 
    • Bird
    • April 7, 2017

49. Guild Plan Adjustments

    By Dougsbpc, June 13, 2024
    • 2 replies
    • 785 views
    • 
    • Dougsbpc
    • June 14, 2024

50. GUST - Amend or Restate?

    By Guest Clark, June 29, 1999
    • 4 replies
    • 1.5k views
    • 
    • chris
    • July 16, 1999