Retirement Plans in General

5,753 topics in this forum

1. In-Service Transfers

   By Guest BruceC, October 12, 2008
   • 8 replies
   • 2.2k views
   • 
   • Guest
   • October 14, 2008

2. In-Service Withdrawal in Self-Employed Pension Plan

   By Guest SueJ, April 8, 2002
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • April 8, 2002

3. incapacitated participant

   By Guest Jon G., December 20, 2006
   • 4 replies
   • 2k views
   • 
   • Guest
   • December 21, 2006

4. Incidental Limit calc on premium or just cost

   By Tina W, March 16, 2012
   • 6 replies
   • 1.7k views
   • 
   • Tina W
   • March 20, 2012

5. Incidental Limits for Life Insurance in Profit Sharing Plan Exceeded. What to do?

   By PRS5500!, December 2, 2016   

   • Life Insurance
   • Incidental Limits
   • 10 replies
   • 2.9k views
   • 
   • ETA Consulting LLC
   • December 6, 2016

6. Include ONE union employee in PS/401k Plan

   By imchipbrown, August 9, 2018
   • 9 replies
   • 3.3k views
   • 
   • Larry Starr
   • August 23, 2018

7. including "taxable welfare benefits" in Sole Prop plan

   By Belgarath, May 5, 2016
   • 1 reply
   • 529 views
   • 
   • Belgarath
   • May 10, 2016

8. Including Prior Employer Compensation in Defined Contribution Plans

   By Guest smithee, April 2, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • April 2, 2001

9. Income determination - multiple schedule c's

   By Jakyasar, February 3, 2023
   • 8 replies
   • 1.4k views
   • 
   • Jakyasar
   • February 6, 2023

10. Income to plan as a result of Revenue Sharing Agreement

    By katieinny, November 17, 2011
    • 2 replies
    • 964 views
    • 
    • katieinny
    • November 17, 2011

11. Incorrect SH match paid in terminating plan

    By Cynchbeast, March 25, 2020
    • 3 replies
    • 721 views
    • 
    • Larry Starr
    • March 25, 2020

12. Incorrect TIN

    By Guest nipa, March 31, 2009
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • March 31, 2009

13. Incorrect Vesting % on Annual Statements

    By chris, June 3, 2002
    • 2 replies
    • 1.9k views
    • 
    • chris
    • June 4, 2002

14. increase in max contribution....

    By Guest, February 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 21, 2000

15. Increase Normal Retirement Age

    By Guest DTrom, May 26, 2005
    • 9 replies
    • 2.7k views
    • 
    • mbozek
    • May 27, 2005

16. Increasing the 5k to 7k for immediate distribution

    By Jakyasar, August 14, 2024
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • August 16, 2024

17. Independent auditor report

    By thepensionmaven, August 24, 2016
    • 5 replies
    • 1.3k views
    • 
    • Bill Presson
    • August 26, 2016

18. Independent auditor report first year of plan

    By thepensionmaven, November 14, 2017
    • 4 replies
    • 993 views
    • 
    • thepensionmaven
    • November 15, 2017

19. Independent Auditor's Report

    By thepensionmaven, May 25, 2017
    • 4 replies
    • 565 views
    • 
    • My 2 cents
    • May 30, 2017

20. Independent contractor or not

    By Jakyasar, January 22, 2024
    • 14 replies
    • 1.8k views
    • 
    • Jakyasar
    • January 24, 2024

21. independent CPA audit

    By k man, April 18, 2008
    • 6 replies
    • 1.4k views
    • 
    • masteff
    • April 22, 2008

22. Indexed Annuity in DC Plan

    By Guest RetirementConsultant, July 16, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 16, 2007

23. indexed limits

    By Tom Poje, October 13, 2017
    • 2 replies
    • 592 views
    • 
    • Tom Poje
    • October 16, 2017

24. Indexed limits

    By Tom Poje, May 16, 2017
    • 0 replies
    • 368 views
    • 
    • Tom Poje
    • May 16, 2017

25. indexed limits

    By Tom Poje, April 15, 2011
    • 0 replies
    • 825 views
    • 
    • Tom Poje
    • April 15, 2011

26. Indexed limits

    By Tom Poje, August 15, 2012
    • 0 replies
    • 784 views
    • 
    • Tom Poje
    • August 15, 2012

27. indexed limits (projection)

    By Tom Poje, September 17, 2013
    • 0 replies
    • 731 views
    • 
    • Tom Poje
    • September 17, 2013

28. Indexed Limits and latest CPI factor

    By Tom Poje, April 23, 2014
    • 2 replies
    • 810 views
    • 
    • K2retire
    • April 24, 2014

29. Indexed limits for next year

    By Tom Poje, September 16, 2015
    • 5 replies
    • 1k views
    • 
    • mbozek
    • September 17, 2015

30. indexed limits projection

    By Tom Poje, July 18, 2016
    • 0 replies
    • 574 views
    • 
    • Tom Poje
    • July 18, 2016

31. indexed rates

    By Tom Poje, October 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 20, 2004

32. Individual Accounts

    By Nassau, February 11, 2011
    • 5 replies
    • 1.1k views
    • 
    • rcline46
    • February 11, 2011

33. individual owns 2 unrelated companies

    By Guest nipa, November 26, 2003
    • 5 replies
    • 2.7k views
    • 
    • Harwood
    • November 28, 2003

34. Individually Designed M/P Pension Plan.

    By MBCarey, September 13, 2002
    • 6 replies
    • 1.3k views
    • 
    • jaemmons
    • September 13, 2002

35. Individually Designed Plan Restatement Requirement?

    By kmhaab, April 9, 2021
    • 6 replies
    • 2.5k views
    • 
    • Luke Bailey
    • April 13, 2021

36. Individually Designed Plan- PPA Update

    By coleboy, December 13, 2016
    • 1 reply
    • 821 views
    • 
    • UtahCPA-APA
    • December 14, 2016

37. Ineligible Assets - Audit Info

    By RestAssured, May 30, 2023
    • 2 replies
    • 391 views
    • 
    • Paul I
    • May 30, 2023

38. Ineligible EE deferred and rolled over, then term'd

    By Cynchbeast, August 18, 2017
    • 1 reply
    • 403 views
    • 
    • ETA Consulting LLC
    • August 19, 2017

39. Inerest rate for pension loans

    By SSRRS, October 24, 2018
    • 25 replies
    • 3k views
    • 
    • Larry Starr
    • November 10, 2018

40. Inflation adjsuted amounts (new comp limits, etc)

    By Tom Poje, October 18, 2002
    • 0 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 18, 2002

41. inflation linked increases to pension payments

    By Guest numeroiano, August 26, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 26, 1999

42. Information to share on rule of parity application to employees

    By Guest LMalone, November 20, 2000
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • September 9, 2003

43. InFRE information

    By Guest Quiet Man, May 24, 2003
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • June 5, 2003

44. Inherited IRA to a non-spouse who wants to rollover into a Roth IRA

    By Jakyasar, February 25
    • 3 replies
    • 2.8k views
    • 
    • Bruce1
    • March 7

45. Initial eligibility in 401(k) plan

    By MoShawn, July 9, 2009
    • 14 replies
    • 6.2k views
    • 
    • MoShawn
    • July 15, 2009

46. Initial eligibility requirements less than 1 YOS

    By erisaman2000, November 14, 2014   

    • eligibility
    • service
    • 5 replies
    • 2.1k views
    • 
    • erisaman2000
    • November 21, 2014

47. Initial eligiblity computation period question

    By Guest Enda80, July 31, 2008
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • July 31, 2008

48. Initial Short Plan Year

    By Guest LoloV, June 6, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 6, 2003

49. Instituting Employee Contribution to plans

    By Guest Benefits Newbie, May 29, 2008
    • 6 replies
    • 2.2k views
    • 
    • GMK
    • June 3, 2008

50. Instruction for ERISA Compliance

    By Guest Robert Engle, August 6, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 6, 1999