Retirement Plans in General

5,753 topics in this forum

1. If the service crediting method of a plan is changed from elapsed time

   By Guest WBrown, November 10, 1999
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • November 12, 1999

2. New company formed mid-year - effective date of January 1 for plan?

   By Belgarath, June 27, 2024
   • 3 replies
   • 692 views
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   • CuseFan
   • June 27, 2024

3. PBGC Opinion Letter Procedure

   By BTG, December 16, 2010
   • 3 replies
   • 1.8k views
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   • BTG
   • December 16, 2010

4. Participant overpaid in plan termination/how to recover funds from ove

   By Lynn Campbell, January 5, 1999
   • 3 replies
   • 1.9k views
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   • Guest
   • January 8, 1999

5. 401/PS was contributed into the DB plan and more mess

   By Jakyasar, March 1, 2024
   • 3 replies
   • 910 views
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   • Gina Alsdorf
   • August 22, 2024

6. Plan without a Sponsor

   By dmb, August 29, 2001
   • 3 replies
   • 1.5k views
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   • Guest
   • August 30, 2001

7. Form 5330 related for DB plans

   By Jakyasar, September 15
   • 3 replies
   • 3.1k views
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   • thepensionmaven
   • September 24

8. Rollover to a 401(k) Plan

   By Guest P.J. 401(k) Guy, February 14, 2003
   • 3 replies
   • 1.3k views
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   • BFree
   • February 16, 2003

9. Calculating earned income for sole prop who paid himself through his p

   By Guest heplerclan, March 21, 2003
   • 3 replies
   • 1k views
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   • E as in ERISA
   • March 21, 2003

10. Change of Trustees

    By Guest DIGMYDOG, September 19, 2003
    • 3 replies
    • 2.4k views
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    • ljr
    • September 22, 2003

11. Work Release Inmates Eligible to participate

    By Guest Boots, April 25, 2008
    • 3 replies
    • 3.2k views
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    • Guest
    • April 25, 2008

12. audit fees

    By Guest Jennyb473, April 2, 2010
    • 3 replies
    • 1k views
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    • david rigby
    • April 5, 2010

13. Non US Citizen in 401k plan

    By jmartin, August 17, 2011
    • 3 replies
    • 9.3k views
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    • Guest
    • August 17, 2011

14. Is today the SAR due date?

    By Bri, September 30, 2022
    • 3 replies
    • 916 views
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    • Peter Gulia
    • October 4, 2022

15. Why does my husband want me to sign another paper allowing other peopl

    By Guest Diane, February 19, 1999
    • 3 replies
    • 2.7k views
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    • david rigby
    • February 26, 1999

16. Controlled Group

    By jpod, June 15, 2012
    • 3 replies
    • 1k views
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    • ETA Consulting LLC
    • June 15, 2012

17. What official sources dictate that a 401(k) plan have a definitely sta

    By Guest Enda80, July 25, 2009
    • 3 replies
    • 1.1k views
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    • J Simmons
    • July 25, 2009

18. Who offers prototype SEP IRA?

    By epinaustin, June 1, 2017
    • 3 replies
    • 1.3k views
    • 
    • imchipbrown
    • June 6, 2017

19. Refund due date

    By Guest Jeff Weber, March 10, 2009
    • 3 replies
    • 3.8k views
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    • Guest
    • March 10, 2009

20. Multiple Employer Plan

    By Archimage, June 27, 2003
    • 3 replies
    • 1.1k views
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    • Kirk Maldonado
    • June 27, 2003

21. What is "Retirement" for RMDs?

    By Guest lizano, May 4, 2010
    • 3 replies
    • 1.6k views
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    • Tom Poje
    • May 5, 2010

22. Mandatory Employee Contributions - MPP - opt out?

    By Trekker, February 26, 2014
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • February 26, 2014

23. LIfe Insurance in a DC Plan

    By cpc0506, October 5, 2015
    • 3 replies
    • 671 views
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    • cpc0506
    • October 5, 2015

24. Employee works for more than one company

    By perplexedbypensions, December 28, 2018
    • 3 replies
    • 762 views
    • 
    • david rigby
    • January 2, 2019

25. Vest amount after separation

    By Guest username1, January 12, 1999
    • 3 replies
    • 1.5k views
    • 
    • KIP KRAUS
    • January 13, 1999

26. Non-Resident Owner

    By thepensionmaven, March 7, 2022
    • 3 replies
    • 970 views
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    • Peter Gulia
    • March 7, 2022

27. Cannot locate deferred vested participants

    By mal, February 24, 2006
    • 3 replies
    • 1.9k views
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    • Guest
    • February 27, 2006

28. Prof. Services Corp and Control Group Issues

    By Guest Ellie, June 24, 2008
    • 3 replies
    • 3.1k views
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    • Guest
    • June 25, 2008

29. Need to Change Plan Sponsor

    By waid10, January 12, 2010
    • 3 replies
    • 2k views
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    • WDIK
    • January 13, 2010

30. Best retirement plan options for benevolent small business

    By Guest DCarter, February 19, 1999
    • 3 replies
    • 2.4k views
    • 
    • richard
    • March 9, 1999

31. Monthly allocations?

    By jkharvey, January 29, 2001
    • 3 replies
    • 1.6k views
    • 
    • jkharvey
    • January 29, 2001

32. Profit Sharing Plan with Permitted Disparity

    By Guest TGinthe'Ville, September 20, 2005
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • September 20, 2005

33. §401(a)(13) Issue

    By chris, February 18, 2011
    • 3 replies
    • 1.5k views
    • 
    • chris
    • February 18, 2011

34. Attribution from a Trust to its beneficiaries

    By 401_noob, July 27, 2017   

    • attribution
    • trusts
    • 3 replies
    • 2.3k views
    • 
    • 401_noob
    • July 28, 2017

35. LTPT - eligibility period

    By Santo Gold, April 26, 2024
    • 3 replies
    • 760 views
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    • Santo Gold
    • April 30, 2024

36. Employer Stock

    By Guest TCP, May 17, 2006
    • 3 replies
    • 1.6k views
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    • WDIK
    • May 23, 2006

37. new comp allocation groups

    By Santo Gold, January 13, 2010
    • 3 replies
    • 1.3k views
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    • Below Ground
    • January 14, 2010

38. Spin off, new plan, or what?

    By BG5150, January 26, 2016
    • 3 replies
    • 1.8k views
    • 
    • rcline46
    • January 26, 2016

39. Eligibility Requirements

    By Guest LoloV, January 17, 2003
    • 3 replies
    • 1.3k views
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    • Guest
    • January 17, 2003

40. Normal Retirement Age

    By katieinny, September 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • Everett Moreland
    • September 25, 2002

41. Shared Employees

    By MarZDoates, April 30, 2003
    • 3 replies
    • 3k views
    • 
    • Ron Snyder
    • May 1, 2003

42. Opinions needed on Employer/Employee relationship

    By No Name, June 8, 2004
    • 3 replies
    • 1.2k views
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    • rcline46
    • June 9, 2004

43. Distribution from Terminated Plan

    By thepensionmaven, December 29, 2018
    • 3 replies
    • 738 views
    • 
    • Bird
    • December 31, 2018

44. 5500 reports and life insurance

    By Cynchbeast, January 21, 2020
    • 3 replies
    • 1k views
    • 
    • Larry Starr
    • January 22, 2020

45. Is this a prohibited transaction? Is there an exemption?

    By Guest Iwonder, March 10, 2009
    • 3 replies
    • 4.1k views
    • 
    • Guest
    • March 18, 2009

46. Military Service

    By Belgarath, October 1, 2020
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • October 9, 2020

47. Interesting situation re participating employer

    By Belgarath, April 29, 2024
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • April 29, 2024

48. How often must non-marketable employer securities be valued?

    By katieinny, June 30, 2005
    • 3 replies
    • 1.1k views
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    • mbozek
    • June 30, 2005

49. Disqualified Person / Prohibited Transaction?

    By Guest CABatty, September 21, 2007
    • 3 replies
    • 1.9k views
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    • jpod
    • September 21, 2007

50. Top-heavy question originally posted by EScott 1/24/99 - one plan in '

    By Dave Baker, February 9, 1999
    • 3 replies
    • 1.9k views
    • 
    • Kathy
    • June 15, 1999