Retirement Plans in General

5,772 topics in this forum

1. Granting prior service

   By Belgarath, February 10, 2021
   • 6 replies
   • 1.9k views
   • 
   • Belgarath
   • February 15, 2021

2. 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

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

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

4. Greetings and Welcome

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

5. Group Trust Determination Letter

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

6. Guaranteed payments to a partner

   By Belgarath, March 9, 2017
   • 3 replies
   • 4.3k views
   • 
   • Kevin C
   • March 10, 2017

7. Guide to In-Plan Roth Conversions

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

8. Guide To Making PS Coontributions

   By Guest cs006b, March 16, 2007
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • March 17, 2007

9. Guild plan

   By Bird, April 7, 2017
   • 0 replies
   • 1.1k views
   • 
   • Bird
   • April 7, 2017

10. Guild Plan Adjustments

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

11. GUST - Amend or Restate?

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

12. GUST 1999 Restatements - Current Status of IRS

    By mwyatt, December 7, 1998
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 8, 1998

13. GUST Amendment for Terminating Plans

    By Christine Roberts, March 13, 2000
    • 7 replies
    • 1.9k views
    • 
    • Christine Roberts
    • September 18, 2000

14. GUST Amendments

    By Guest Toby P London, August 31, 1998
    • 1 reply
    • 2.7k views
    • 
    • Dave Baker
    • September 1, 1998

15. GUST Deadline

    By ljr, August 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • August 28, 2003

16. GUST Deadline - New Plan

    By Guest Rand, September 8, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 17, 2001

17. GUST deadline for 403(b) plans

    By Guest Willy235, October 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 23, 2001

18. GUST Determination Letter Deadline

    By Jeff Kirtner, June 21, 2001
    • 0 replies
    • 1.4k views
    • 
    • Jeff Kirtner
    • June 21, 2001

19. GUST Filing - Employer maintains another plan

    By Jean, April 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • David MacLennan
    • April 24, 2001

20. GUST Restatements

    By Steve72, June 12, 2001
    • 0 replies
    • 2k views
    • 
    • Steve72
    • June 12, 2001

21. GUST Restatements - Anyone know current status?

    By mwyatt, August 25, 1999
    • 3 replies
    • 1.5k views
    • 
    • mwyatt
    • September 23, 1999

22. H-1 visa employee with US income

    By Jakyasar, June 26, 2020
    • 1 reply
    • 720 views
    • 
    • RatherBeGolfing
    • June 26, 2020

23. H.r. 10

    By Guest RPSS, June 6, 2001
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • June 7, 2001

24. H.R. 1000

    By Belgarath, May 15, 2003
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • May 15, 2003

25. H.R. 1779 and it's potential effects on Defined Benefit Plans?

    By Guest fcdeacy, April 26, 2004
    • 8 replies
    • 1.2k views
    • 
    • Guest
    • April 27, 2004

26. H.R. 4152 & S. 2249 ? SMART ?

    By Guest ERead, September 25, 1998
    • 1 reply
    • 2.6k views
    • 
    • david shipp
    • September 25, 1998

27. H2A Employee

    By Cloudy, August 24, 2017
    • 1 reply
    • 927 views
    • 
    • Belgarath
    • August 24, 2017

28. Hacienda Determination Letters -- Circular Letter 11-10

    By Guest On Hiatus, April 10, 2012
    • 1 reply
    • 3.5k views
    • 
    • PensionPro
    • April 10, 2012

29. Handbook for Small Business

    By Guest Melanie, October 29, 1998
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • January 14, 1999

30. Happy Holidays

    By Jakyasar, December 23, 2022
    • 1 reply
    • 626 views
    • 
    • MP CPC
    • December 27, 2022

31. Happy holidays

    By Jakyasar, December 24, 2020
    • 3 replies
    • 847 views
    • 
    • JustSayin
    • December 29, 2020

32. HAPPY HOLIDAYS!

    By CuseFan, December 19, 2025
    • 2 replies
    • 267 views
    • 
    • RatherBeGolfing
    • December 24, 2025

33. Hardship for the Purchase of a Primary Residence

    By Barry Levy, May 26, 2022
    • 4 replies
    • 948 views
    • 
    • JustSayin
    • June 1, 2022

34. Hardship request and power of attorney

    By cpc0506, June 6, 2016
    • 12 replies
    • 2.4k views
    • 
    • Peter Gulia
    • June 7, 2016

35. Hardship Withdrawal

    By Guest ducharme, October 23, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • October 23, 1998

36. Has any employer made a claim on a Fiduciary Warranty?

    By Peter Gulia, December 29, 2010
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • June 10, 2013

37. Has any service provider paid on a fiduciary warranty?

    By Peter Gulia, June 16, 2024
    • 4 replies
    • 1.1k views
    • 
    • MoJo
    • August 23, 2024

38. Has any TPA had any experience dealing with John Hancock? If so, what

    By eilano, November 6, 2000
    • 0 replies
    • 1.4k views
    • 
    • eilano
    • November 6, 2000

39. Has anyone else run into terminated participants who are rolling money

    By Guest sheadan, October 13, 2000
    • 5 replies
    • 1.8k views
    • 
    • Alf
    • October 19, 2000

40. Has Anyone Seen a Copy of Legislative Text of New Coronavirus Relief Bill?

    By rocknrolls2, December 11, 2020
    • 1 reply
    • 450 views
    • 
    • MoJo
    • December 11, 2020

41. Has anyone used either of these resources?

    By John A, December 17, 1999
    • 1 reply
    • 1.4k views
    • 
    • imchipbrown
    • December 25, 1999

42. Has IRS approved language for GATT, SBJPA, USERRA, TRA '97.....?

    By chris, January 19, 1999
    • 0 replies
    • 1.5k views
    • 
    • chris
    • January 19, 1999

43. Has the time come for a federally-funded pension policy agency that ad

    By Dave Baker, July 18, 2000
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • July 19, 2000

44. Have I Missed Second Submission for VS Adopter?????

    By Guest jvgatty, November 20, 2013
    • 1 reply
    • 971 views
    • 
    • Kevin C
    • November 20, 2013

45. Have never run into this in 30 years

    By Dougsbpc, July 7, 2023
    • 6 replies
    • 1k views
    • 
    • Paul I
    • July 25, 2023

46. Have Special VCP Fees under Rev. Proc. 2016-8?

    By Briandfox, March 9, 2016
    • 1 reply
    • 742 views
    • 
    • PensionPro
    • March 9, 2016

47. Having trouble getting my retirement checks to Phillipines from U.S. company

    By Judge Mental, December 21, 2020
    • 2 replies
    • 1k views
    • 
    • ESOP Guy
    • December 22, 2020

48. HCE

    By John Feldt ERPA CPC QPA, November 7, 2013   

    • sale of stock
    • HCE determination
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • November 7, 2013

49. HCE

    By dmb, March 29, 2006
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • March 30, 2006

50. HCE - attribution

    By John Feldt ERPA CPC QPA, February 5, 2014   

    • step children
    • attribution
    • (and 1 more)

      Tagged with:

      • step children
      • attribution
      • community property
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • February 5, 2014