Retirement Plans in General

5,772 topics in this forum

1. In Memoriam: Karen Ferguson, founder of the Pension Rights Center

   By Lois Baker, December 31, 2021
   • 0 replies
   • 538 views
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   • Lois Baker
   • December 31, 2021

2. In relation to pension information, what is "the blue book"

   By Guest 410b, July 13, 2008
   • 2 replies
   • 1k views
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   • Calavera
   • July 13, 2008

3. In Service Distribution of the DC component of a DB Plan

   By Pxhesq, November 29, 2018
   • 5 replies
   • 763 views
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   • C. B. Zeller
   • November 30, 2018

4. in-kind contributions

   By M Norton, October 2, 2009
   • 3 replies
   • 2.1k views
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   • Guest
   • October 5, 2009

5. In-kind Transfer for 401(k) plan from old trustee to new trustee

   By Guest kdddk14, September 28, 2009
   • 2 replies
   • 1.9k views
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   • Bird
   • September 29, 2009

6. In-Law Attribution

   By Guest karlin, May 10, 2004
   • 3 replies
   • 1.6k views
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   • Blinky the 3-eyed Fish
   • May 11, 2004

7. In-plan Roth Conversion ... clarificatioin

   By Basically, March 28, 2024
   • 2 replies
   • 996 views
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   • R Griffith
   • March 29, 2024

8. In-Plan Roth Conversion of Employer SH Match

   By 401kSteve, February 13, 2023
   • 3 replies
   • 2.3k views
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   • Lou S.
   • February 15, 2023

9. In-plan Roth rollovers/conversions

   By Belgarath, December 13, 2021
   • 4 replies
   • 1.3k views
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   • Belgarath
   • December 14, 2021

10. in-service distributions in MP Plan

    By EGB, October 18, 1999
    • 0 replies
    • 1.4k views
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    • EGB
    • October 18, 1999

11. In-service Distributions/Distributable Event in PS Plans

    By Guest jvgatty, June 25, 2010
    • 7 replies
    • 2.2k views
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    • Guest
    • June 28, 2010

12. In-service Roth rollovers--protected benefit?

    By BG5150, December 20, 2021
    • 3 replies
    • 1.2k views
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    • Bri
    • December 21, 2021

13. In-Service Transfers

    By Guest BruceC, October 12, 2008
    • 8 replies
    • 2.3k views
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    • Guest
    • October 14, 2008

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

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

15. incapacitated participant

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

16. Incidental Limit calc on premium or just cost

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

17. 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

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

    By imchipbrown, August 9, 2018
    • 9 replies
    • 3.4k views
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    • Larry Starr
    • August 23, 2018

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

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

20. Including Prior Employer Compensation in Defined Contribution Plans

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

21. Income determination - multiple schedule c's

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

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

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

23. Incorrect SH match paid in terminating plan

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

24. Incorrect TIN

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

25. Incorrect Vesting % on Annual Statements

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

26. increase in max contribution....

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

27. Increase Normal Retirement Age

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

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

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

29. Independent auditor report

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

30. Independent auditor report first year of plan

    By thepensionmaven, November 14, 2017
    • 4 replies
    • 1k views
    • 
    • thepensionmaven
    • November 15, 2017

31. Independent Auditor's Report

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

32. Independent contractor or not

    By Jakyasar, January 22, 2024
    • 14 replies
    • 2k views
    • 
    • Jakyasar
    • January 24, 2024

33. independent CPA audit

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

34. Indexed Annuity in DC Plan

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

35. indexed limits

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

36. Indexed limits

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

37. indexed limits

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

38. Indexed limits

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

39. indexed limits (projection)

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

40. Indexed Limits and latest CPI factor

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

41. Indexed limits for next year

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

42. indexed limits projection

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

43. indexed rates

    By Tom Poje, October 19, 2004
    • 2 replies
    • 1.3k views
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    • Tom Poje
    • October 20, 2004

44. Individual Accounts

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

45. individual owns 2 unrelated companies

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

46. Individually Designed M/P Pension Plan.

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

47. Individually Designed Plan Restatement Requirement?

    By kmhaab, April 9, 2021
    • 6 replies
    • 2.6k views
    • 
    • Luke Bailey
    • April 13, 2021

48. Individually Designed Plan- PPA Update

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

49. Ineligible Assets - Audit Info

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

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

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