Retirement Plans in General

5,751 topics in this forum

1. Portman-Cardin Ways & Means Mark Up

   By MGB, July 18, 2003
   • 8 replies
   • 1.5k views
   • 
   • mbozek
   • July 21, 2003

2. Distribution Notices

   By Guest Boilerburm1, February 8, 2007
   • 3 replies
   • 1.5k views
   • 
   • J Simmons
   • February 9, 2007

3. How are 401k plans handled when other companies are acquired?

   By Guest Louis Gray, February 20, 2000
   • 1 reply
   • 1.5k views
   • 
   • Lorraine Dorsa
   • February 21, 2000

4. DB plan, 403(b) plan, and new DC plan

   By david rigby, October 6, 2004
   • 1 reply
   • 1.5k views
   • 
   • AndyH
   • October 7, 2004

5. Recommendation to provide TPA services

   By ITCONSTRUCTS, February 4, 2016
   • 12 replies
   • 1.5k views
   • 
   • BG5150
   • May 6, 2016

6. Audit Requirements?

   By chris, July 12, 2005
   • 7 replies
   • 1.5k views
   • 
   • jquazza
   • July 15, 2005

7. ASPPA vs. NIPA

   By Gadgetfreak, February 29, 2016
   • 0 replies
   • 1.5k views
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   • Gadgetfreak
   • February 29, 2016

8. FRS 17 - new UK accounting standard

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

9. Must PSP be terminated when ER no longer doing business?

   By Luis Miguel, January 21, 2004
   • 9 replies
   • 1.5k views
   • 
   • Jed Macy
   • January 22, 2004

10. Widowed spouse does not want to be the beneficiary

    By BG5150, October 22, 2021
    • 12 replies
    • 1.5k views
    • 
    • BG5150
    • October 25, 2021

11. Faculty Early Retirement Plans

    By Guest Albert Lin, February 26, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • February 26, 1999

12. Master Trust

    By Guest genfre, May 29, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 29, 1999

13. Coverage of Board of Directors

    By lkpittman, February 12, 2001
    • 2 replies
    • 1.5k views
    • 
    • lkpittman
    • February 12, 2001

14. Money Purchase Plan- CODA

    By mal, August 20, 2024
    • 6 replies
    • 1.5k views
    • 
    • mal
    • August 21, 2024

15. Form 5500

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

16. Retroactive Plan Amendment

    By Guest bogart126, October 30, 2001
    • 2 replies
    • 1.5k views
    • 
    • Medusa
    • October 30, 2001

17. Vesting For Rehires

    By mming, August 12, 2015
    • 2 replies
    • 1.5k views
    • 
    • mming
    • August 13, 2015

18. Retroactive Change to Plan Year

    By Below Ground, April 18, 2023
    • 10 replies
    • 1.5k views
    • 
    • Bri
    • April 21, 2023

19. Age Weighted Plan document

    By R. Butler, February 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • February 19, 2002

20. Distribution as a contribution

    By Sully, March 15, 2002
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • March 15, 2002

21. Annual addition limitation

    By elleny, November 11, 1998
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 12, 1998

22. Plan Entry Date

    By Guest CharlieLaur, April 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • April 13, 2006

23. Lost Spouse

    By Guest StargazerL81, June 9, 2003
    • 1 reply
    • 1.5k views
    • 
    • Harwood
    • June 9, 2003

24. Are different levels of contibution based on years of service permissi

    By Guest, December 19, 2000
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • December 21, 2000

25. Fiduciary liability when providing investment advice

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

26. Does the plan need to provide a coronavirus-related distribution?

    By Peter Gulia, May 5, 2020   

    • cares act
    • 7 replies
    • 1.5k views
    • 
    • Larry Starr
    • May 8, 2020

27. Designation of Beneficiary form

    By K-t-F, December 15, 2004
    • 10 replies
    • 1.5k views
    • 
    • Belgarath
    • December 17, 2004

28. Can a Trust Adopt a Qualified Plan?

    By namealreadyinuse, January 20, 2006
    • 0 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • January 20, 2006

29. Partnership income for entry date compensation?

    By Guest esi-jht, February 17, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 17, 2006

30. Termination of a Nonqualfied Retirement Plan...Must you fully vest?

    By Guest PALAWYER, December 2, 1998
    • 1 reply
    • 1.5k views
    • 
    • LCARUSI
    • December 3, 1998

31. When changing a vesting schedule, are all these statements true?

    By John A, December 15, 2000
    • 0 replies
    • 1.5k views
    • 
    • John A
    • December 15, 2000

32. Payable from Plan Assets: Seminar and Trade Association Fees?

    By Guest dsilver, February 11, 2002
    • 2 replies
    • 1.5k views
    • 
    • KJohnson
    • February 13, 2002

33. 1% Owner for Key Purposes - Clarification

    By BeanCounterBlues, May 25, 2016
    • 13 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 26, 2016

34. Days vs Months for eligibility

    By BG5150, June 14, 2022
    • 6 replies
    • 1.5k views
    • 
    • Nate S
    • June 23, 2022

35. How is value defined for Section 318 purposes?

    By Guest HelpMeHelpYou, August 10, 2005
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • August 10, 2005

36. Union members

    By pbarrett, September 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 7, 1999

37. Determination Letter Filings

    By jkharvey, July 16, 2001
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • July 20, 2001

38. Looking for list of factors other than cost that a plan sponsor should

    By Richard Anderson, July 12, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 13, 2000

39. ERISA rules

    By Guest REIL guy, August 6, 2003
    • 3 replies
    • 1.5k views
    • 
    • Erik Read
    • August 28, 2003

40. 1000 rule with two years of service apply?

    By Cathy from Chicago, March 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 8, 2001

41. Unused Sick Leave as Plan Contribution

    By Christine Roberts, August 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • August 23, 1999

42. Combo SEP/MPPP For Small Employer

    By Guest RS Vatalaro, October 4, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 18, 1999

43. May A Plan Require A Participant To Be Employed On A Day Other Than Th

    By Guest Edward McElroy, December 30, 1998
    • 5 replies
    • 1.5k views
    • 
    • Wessex
    • January 28, 1999

44. 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

45. 403(b)(9) church plan - VCP

    By KaJay, August 2, 2019   

    • vcp/epcrs correction
    • 6 replies
    • 1.5k views
    • 
    • KaJay
    • August 6, 2019

46. 401(k) vs. 403(b)

    By Guest jaymiecook, January 26, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 26, 2001

47. How to handle contributions to pension plan based on non-existent comp

    By k man, April 2, 2001
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • April 3, 2001

48. Director's Fees

    By dmb, July 16, 2003
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • July 16, 2003

49. Demutualizing of Annuity Provider

    By Christine Roberts, April 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • Everett Moreland
    • April 1, 1999

50. Early Retirement Window in 401(k) Plan

    By Guest Bearlee, January 3, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 3, 2008