Retirement Plans in General

5,753 topics in this forum

1. GUST 1999 Restatements - Current Status of IRS

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

2. GUST Amendment for Terminating Plans

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

3. GUST Amendments

   By Guest Toby P London, August 31, 1998
   • 1 reply
   • 2.6k views
   • 
   • Dave Baker
   • September 1, 1998

4. GUST Deadline

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

5. GUST Deadline - New Plan

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

6. GUST deadline for 403(b) plans

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

7. GUST Determination Letter Deadline

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

8. GUST Filing - Employer maintains another plan

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

9. GUST Restatements

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

10. GUST Restatements - Anyone know current status?

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

11. H-1 visa employee with US income

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

12. H.r. 10

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

13. H.R. 1000

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

14. 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

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

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

16. H2A Employee

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

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

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

18. Handbook for Small Business

    By Guest Melanie, October 29, 1998
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • January 14, 1999

19. Happy Holidays

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

20. Happy holidays

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

21. Hardship for the Purchase of a Primary Residence

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

22. Hardship request and power of attorney

    By cpc0506, June 6, 2016
    • 12 replies
    • 2.3k views
    • 
    • Peter Gulia
    • June 7, 2016

23. Hardship Withdrawal

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

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

    By Peter Gulia, December 29, 2010
    • 5 replies
    • 1.8k views
    • 
    • Peter Gulia
    • June 10, 2013

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

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

26. 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

27. 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

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

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

29. Has anyone used either of these resources?

    By John A, December 17, 1999
    • 1 reply
    • 1.3k views
    • 
    • imchipbrown
    • December 25, 1999

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

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

31. 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

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

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

33. Have never run into this in 30 years

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

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

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

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

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

36. 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

37. HCE

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

38. 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

39. HCE and/or ownership determination

    By pmacduff, January 18, 2023
    • 3 replies
    • 1.6k views
    • 
    • FPGuy
    • January 19, 2023

40. HCE deferred in excess of 402g limit - does it affect ABPT testing?

    By Jakyasar, January 23
    • 1 reply
    • 2.3k views
    • 
    • Paul I
    • January 23

41. HCE definition when employers terminate ASG/CG relationship

    By Bird, December 8, 2004
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • December 8, 2004

42. HCE determination

    By Jakyasar, February 16, 2022
    • 2 replies
    • 776 views
    • 
    • Bill Presson
    • February 17, 2022

43. HCE Determination and 318 Stock Options

    By Guest rewarmus, March 1, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 1, 2001

44. HCE determination based on indexed salary

    By Jakyasar, June 26, 2020
    • 3 replies
    • 1.2k views
    • 
    • Jakyasar
    • June 28, 2020

45. HCE for 2017?

    By Earl, April 14, 2017
    • 2 replies
    • 892 views
    • 
    • duckthing
    • April 14, 2017

46. HCE related question

    By Jakyasar, March 10, 2024
    • 2 replies
    • 673 views
    • 
    • Jakyasar
    • March 10, 2024

47. HCE status determination by attribution

    By Jakyasar, December 15, 2021
    • 9 replies
    • 1.4k views
    • 
    • Luke Bailey
    • December 21, 2021

48. HCE waiver

    By Santo Gold, January 31, 2006
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • January 31, 2006

49. HCE's want to opt out of forfeiture reallocation

    By R. Butler, June 5, 2013
    • 5 replies
    • 1.7k views
    • 
    • BG5150
    • June 5, 2013

50. HCEs in First Year of Employer

    By dmb, June 10, 2010
    • 5 replies
    • 1.3k views
    • 
    • dmb
    • June 14, 2010