Retirement Plans in General

5,781 topics in this forum

1. Audit Requirements?

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

2. Form W2

   By Guest tajcc, November 10, 2006
   • 3 replies
   • 1.5k views
   • 
   • JanetM
   • November 10, 2006

3. Trade Association Profit Sharing Plan

   By richard, December 23, 1999
   • 0 replies
   • 1.5k views
   • 
   • richard
   • December 23, 1999

4. Is the city's matching deferred comp in a 457 plan part of the total 8

   By Guest Curtis L. Walsh, July 27, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • July 31, 2000

5. Section 501(c)(2) Corporation

   By Guest John Nelson, January 8, 2003
   • 0 replies
   • 1.5k views
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   • Guest
   • January 8, 2003

6. Distribution Notices

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

7. FRS 17 - new UK accounting standard

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

8. Coverage of Board of Directors

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

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

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

10. Fiduciary liability when providing investment advice

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

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

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

12. Prohibited Transaction

    By Guest lskin, May 3, 2006
    • 5 replies
    • 1.5k views
    • 
    • GBurns
    • May 5, 2006

13. Union members

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

14. Combo SEP/MPPP For Small Employer

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

15. 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

16. Document Updates and Amendments

    By Guest DennisT, May 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 19, 1999

17. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2, November 1, 2019
    • 5 replies
    • 1.5k views
    • 
    • Lois Baker
    • November 7, 2019

18. Is the following a related rollover?

    By John A, August 3, 2000
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • August 3, 2000

19. can both distributions be rolled into an IRA

    By richard, November 11, 1998
    • 1 reply
    • 1.5k views
    • 
    • LCARUSI
    • November 11, 1998

20. Retroactive Plan Amendment

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

21. Pooled plan sued for declaring special val

    By Bird, June 19, 2020
    • 8 replies
    • 1.5k views
    • 
    • Luke Bailey
    • June 22, 2020

22. Determination Letter Filings

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

23. Laymen Terms – Exclusion of Elective Deferrals From Deduction Limit

    By Guest JimJ, August 3, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 8, 2001

24. Portman-Cardin Ways & Means Mark Up

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

25. 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

26. Distribution as a contribution

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

27. Master Trust

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

28. Partnership income for entry date compensation?

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

29. Are late deposits of deferrals considered an operational error?

    By BG5150, September 20, 2021
    • 3 replies
    • 1.5k views
    • 
    • D.J. Simonetti
    • September 21, 2021

30. Unused Sick Leave as Plan Contribution

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

31. Prohibited transactions

    By Guest lskin, May 11, 2006
    • 3 replies
    • 1.5k views
    • 
    • jevd
    • May 11, 2006

32. Vesting For Rehires

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

33. Faculty Early Retirement Plans

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

34. Failure to provide SPD and other disclosures

    By Ananda, March 29, 2022
    • 5 replies
    • 1.5k views
    • 
    • Ananda
    • March 30, 2022

35. 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

36. Lost Spouse

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

37. Calculating (or not calculating) lost earnings on late discretionary c

    By MR, September 21, 2000
    • 0 replies
    • 1.5k views
    • 
    • MR
    • September 21, 2000

38. Form 5500

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

39. 401(k) vs. 403(b)

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

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. 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

42. Pension Investment in Surgery Center, C-Shares

    By JKY, January 30, 2015   

    • investment
    • c-shares
    • (and 1 more)

      Tagged with:

      • investment
      • c-shares
      • prohibited transaction
    • 2 replies
    • 1.5k views
    • 
    • JKY
    • February 2, 2015

43. Annual addition limitation

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

44. ERISA rules

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

45. Accept R/O from Term'd Ee?

    By Guest Crystal, October 20, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 21, 1999

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

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

47. 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

48. Profit Sharing Plan with no contributions for three years

    By Guest tajcc, September 25, 2008
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • September 26, 2008

49. 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

50. Alternatives to minimum funding requirements

    By eilano, February 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • February 14, 2002