Retirement Plans in General

5,753 topics in this forum

1. SCAM - this is a link to a topic on the 401k board

   By Erik Read, February 7, 2002
   • 0 replies
   • 1.4k views
   • 
   • Erik Read
   • February 7, 2002

2. Management ASG

   By Guest djsimonetti, March 15, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 15, 1999

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

   By BG5150, September 20, 2021
   • 3 replies
   • 1.4k views
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   • D.J. Simonetti
   • September 21, 2021

4. Rollover within plan from mutual fund family to insurance company? can

   By Guest kmamka, June 15, 2000
   • 2 replies
   • 1.4k views
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   • Bill Berke
   • June 16, 2000

5. New 401(k) Plan and Eligibility

   By AJC, October 28, 2019
   • 3 replies
   • 1.4k views
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   • Mike Preston
   • February 7, 2020

6. Required Minimum Distribution?

   By Jilliandiz, December 8, 2003
   • 2 replies
   • 1.4k views
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   • jaemmons
   • December 8, 2003

7. Rules that govern Money Purchase Plans

   By Guest kjvilla, January 10, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • January 10, 2001

8. Allocation Formula Choice

   By Guest R Snyder, September 11, 2002
   • 2 replies
   • 1.4k views
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   • actuarysmith
   • September 12, 2002

9. 1099-R question: How do you handle Copies D, 1 and 2 (mail all of them

   By John A, January 17, 2001
   • 1 reply
   • 1.4k views
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   • Guest
   • January 18, 2001

10. is increasing normal retirement age in a 401(k) Plan subject to anti-cutback rule?

    By mariemonroe, August 3, 2015
    • 3 replies
    • 1.4k views
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    • Doghouse
    • August 5, 2015

11. ERISA protection for PS/MP

    By Guest geo, August 31, 2001
    • 1 reply
    • 1.4k views
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    • Larry M
    • September 4, 2001

12. Location Of IRS Notices

    By Chester, February 26, 1999
    • 3 replies
    • 1.4k views
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    • Guest
    • March 4, 1999

13. $250K threshhold for owner only plan

    By thepensionmaven, September 10, 2019
    • 14 replies
    • 1.4k views
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    • Belgarath
    • September 12, 2019

14. Can plan assets be used to pay real estate taxes?

    By John A, November 21, 2000
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • November 21, 2000

15. Fidelity Bonds

    By richard, March 28, 2001
    • 0 replies
    • 1.4k views
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    • richard
    • March 28, 2001

16. HCE waiver

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

17. Retirement plans

    By Guest R Hayes, July 9, 2002
    • 1 reply
    • 1.4k views
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    • mbozek
    • July 9, 2002

18. Attribution of Ownership to Minor Children

    By ERISA1, May 2, 2017   

    • controlled groups
    • attribution
    • (and 1 more)

      Tagged with:

      • controlled groups
      • attribution
      • affiliated service groups
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • May 4, 2017

19. Questionable Date of Employment

    By Susan S., January 29, 2014
    • 11 replies
    • 1.4k views
    • 
    • K2retire
    • January 31, 2014

20. Rehired participant after a distribution.

    By KJohnson, July 5, 2000
    • 0 replies
    • 1.4k views
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    • KJohnson
    • July 5, 2000

21. Self Employed Paired Plan with After-tax Contribution

    By SM, February 16, 2022
    • 5 replies
    • 1.4k views
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    • CuseFan
    • February 17, 2022

22. ERISA on-line

    By Guest RS Vatalaro, January 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 6, 1999

23. pre-retirement survivor annuity for MPP

    By Guest cculhane, December 5, 1999
    • 2 replies
    • 1.4k views
    • 
    • Dowist
    • December 6, 1999

24. HCE status determination by attribution

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

25. Scope of DOL Audit

    By Guest Jill41402, April 6, 2011
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • April 19, 2011

26. Deduction Rules

    By Guest PGladieux, January 22, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 22, 1999

27. Who Technically Sponsors Orphan Plan -

    By namealreadyinuse, May 18, 2006
    • 2 replies
    • 1.4k views
    • 
    • Ron Snyder
    • May 19, 2006

28. Statute of limitations on plan audits

    By SoCalActuary, September 27, 2016   

    • audit
    • 5 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • September 28, 2016

29. Nondiscrimination software

    By Guest DJS, June 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • thepensionmaven
    • June 7, 2000

30. Lost participants

    By Santo Gold, November 23, 2022
    • 10 replies
    • 1.4k views
    • 
    • ESOP Guy
    • December 2, 2022

31. Service Contract Act

    By perkinsran, March 10, 2011
    • 0 replies
    • 1.4k views
    • 
    • perkinsran
    • March 10, 2011

32. Can standardized MP plan be amended towards end of year to add a last-

    By Guest MFuentes, July 13, 2000
    • 4 replies
    • 1.4k views
    • 
    • actuarysmith
    • July 17, 2000

33. QSLOB Separate Management Requirement

    By Guest ebgroup, January 13, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 13, 2011

34. Acceleration of EGTRRA Limits

    By Guest sdolce, August 29, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 7, 2001

35. Successor Liability under ERISA

    By Guest kg78, June 18, 2009
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • June 18, 2009

36. 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

37. 414(s) compensation

    By Guest ENT, December 13, 2011
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 13, 2011

38. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 2005

39. DB plan combined with 403(b) in 2002

    By Belgarath, December 11, 2001
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • December 13, 2001

40. Plan Design for Younger Owner of Small Firm

    By Lynn Campbell, December 10, 1998
    • 1 reply
    • 1.4k views
    • 
    • Lorraine Dorsa
    • December 10, 1998

41. Controlled Group

    By Guest kam, September 7, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 11, 2002

42. 204(h) Notice

    By chris, July 19, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • July 21, 1999

43. DOL Opinion Letters

    By chris, January 15, 1999
    • 1 reply
    • 1.4k views
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    • Dave Baker
    • January 15, 1999

44. Multiple Employer Plan

    By KateSmithPA, February 20, 2009
    • 1 reply
    • 1.4k views
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    • Guest
    • February 22, 2009

45. 415 issue for employees of purchased company

    By dmb, May 22, 2001
    • 3 replies
    • 1.4k views
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    • rcline46
    • May 23, 2001

46. Minimum contribution requirement for a top-heavy plan and forfeitures

    By Guest PaulaRafferty, September 16, 2004
    • 1 reply
    • 1.4k views
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    • SoCalActuary
    • September 16, 2004

47. Governmental Plans

    By Guest slt, October 20, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 1999

48. Match and locations

    By S- Milwaukee, May 24, 2016   

    • match
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • May 24, 2016

49. CG... mon, dad, son, wife

    By K-t-F, September 7, 2006
    • 1 reply
    • 1.4k views
    • 
    • K-t-F
    • September 7, 2006

50. Prohibited Transaction question

    By k man, September 1, 2004
    • 5 replies
    • 1.4k views
    • 
    • k man
    • September 17, 2004