Retirement Plans in General

5,772 topics in this forum

1. Inerest rate for pension loans

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

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

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

3. inflation linked increases to pension payments

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

4. 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

5. InFRE information

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

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

   By Jakyasar, February 25, 2025
   • 3 replies
   • 3k views
   • 
   • Bruce1
   • March 7, 2025

7. Initial eligibility in 401(k) plan

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

8. Initial eligibility requirements less than 1 YOS

   By erisaman2000, November 14, 2014   

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

9. Initial eligiblity computation period question

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

10. Initial Short Plan Year

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

11. Instituting Employee Contribution to plans

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

12. Instruction for ERISA Compliance

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

13. Insurance

    By Guest taj32z, February 19, 2003
    • 5 replies
    • 1.1k views
    • 
    • AndyH
    • February 20, 2003

14. Insurance Agent Compensation

    By R. Butler, April 12, 2016
    • 0 replies
    • 546 views
    • 
    • R. Butler
    • April 12, 2016

15. Insurance Company acting as a PEO?

    By shERPA, July 13, 2015
    • 0 replies
    • 961 views
    • 
    • shERPA
    • July 13, 2015

16. Insurance death benefit

    By AlbanyConsultant, March 4, 2008
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • March 4, 2008

17. Insurance in a 401(k) plan

    By Guest erepper, October 3, 2006
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 3, 2006

18. Insurance Incidental Limits

    By Craig Schiller, November 30, 2001
    • 0 replies
    • 1.4k views
    • 
    • Craig Schiller
    • November 30, 2001

19. insurance issues

    By thepensionmaven, September 26, 2017   

    • pension issues with insurance agent/investment guy
    • 3 replies
    • 502 views
    • 
    • Mike Preston
    • September 26, 2017

20. insurance paid by rollover money

    By thepensionmaven, November 12, 2015
    • 6 replies
    • 1.4k views
    • 
    • Bill Presson
    • November 13, 2015

21. Insurance Policy in Profit Sharing Plan

    By Guest boetgerinc, September 15, 1998
    • 6 replies
    • 6.6k views
    • 
    • Guest
    • September 24, 1998

22. Insurance Policy on Terminated Employee in Plan

    By PensionPro, February 11, 2016
    • 9 replies
    • 1.6k views
    • 
    • Bird
    • February 25, 2016

23. insurance preium on land owned by ps plan

    By betheeg, June 3, 2004
    • 1 reply
    • 1k views
    • 
    • Alan Simpson
    • June 3, 2004

24. insurance value in retirement plan

    By Guest Elizabeth Gaskins, May 6, 2002
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • May 8, 2002

25. Integrated allocation in profit sharing plan; don't understand how the document's "comp plus excess comp" formula works

    By Lori H, September 15, 2003
    • 15 replies
    • 4.7k views
    • 
    • Tom Poje
    • September 26, 2003

26. Integrated Money Purchase formula

    By Guest mpark, August 27, 2002
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • August 27, 2002

27. Integrated profit sharing contribution - lRM language

    By buckaroo, June 30, 2015
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • July 8, 2015

28. Integrated profit-sharing plan with partial year eligibility

    By Guest rand32, October 2, 1998
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 6, 1998

29. Integrated PS

    By Monica Barnard, June 12, 2008
    • 3 replies
    • 1.4k views
    • 
    • Monica Barnard
    • June 24, 2008

30. Integrated PS Allocation for Self-Employed Individuals - Excel

    By PensionPro, September 17, 2018
    • 6 replies
    • 1.8k views
    • 
    • PensionPro
    • September 17, 2018

31. Integrated top-heavy plan, 1,000 hour/last day employment requirement, 401(a)(4); multiple formula situation because it's top-heavy?

    By R. Butler, October 2, 2003
    • 14 replies
    • 3.3k views
    • 
    • Mike Preston
    • October 13, 2012

32. Integrated/Top Heavy with shmt and disc match

    By Lou81, January 17, 2020
    • 3 replies
    • 635 views
    • 
    • Lou S.
    • January 17, 2020

33. integration

    By Tom Poje, September 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • K-t-F
    • September 23, 2004

34. Interesting eligibility question

    By Belgarath, May 16, 2023
    • 8 replies
    • 1.1k views
    • 
    • MsKitty
    • May 19, 2023

35. Interesting hypothetical MEP question

    By Belgarath, March 11, 2025
    • 1 reply
    • 2.1k views
    • 
    • Paul I
    • March 11, 2025

36. Interesting Issue - Beneficiary Designations

    By Guest TroyRiley, June 11, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 13, 2004

37. Interesting situation - frozen plan?

    By Belgarath, July 9, 2025
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • July 10, 2025

38. Interesting situation re participating employer

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

39. Interference with ERISA rights

    By Guest Sieve, February 11, 2009
    • 9 replies
    • 3k views
    • 
    • Guest
    • February 13, 2009

40. Interim amendments needed now to terminate

    By J Simmons, November 26, 2024
    • 1 reply
    • 1.8k views
    • 
    • Peter Gulia
    • November 26, 2024

41. Interim Valuation Required for ESOP Termination

    By Guest Edward McElroy, September 14, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 17, 1998

42. Internal Rate of Return

    By Guest TrustMe401k, August 21, 2000
    • 1 reply
    • 2.3k views
    • 
    • Cathy from Chicago
    • August 24, 2000

43. International Employee 401k

    By Guest padmin, August 14, 2008
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 22, 2008

44. Interns

    By Guest JMN, June 9, 2010
    • 19 replies
    • 7.6k views
    • 
    • ETA Consulting LLC
    • December 8, 2011

45. Introductory Textbook about Retirement Plans??

    By SFSD, August 17, 2015
    • 7 replies
    • 1.3k views
    • 
    • Doghouse
    • August 18, 2015

46. Invalid beneficiary designation?

    By Georgegip, February 14, 2024
    • 0 replies
    • 468 views
    • 
    • Georgegip
    • February 14, 2024

47. Invalid Beneficiary Designation?

    By Dougsbpc, January 29, 2024
    • 10 replies
    • 2.2k views
    • 
    • Peter Gulia
    • January 31, 2024

48. Investing self directed money in an LLC owned by a participant -- proh

    By R. Butler, January 17, 2003
    • 7 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • January 20, 2003

49. Investment Advisors and fiduciary liability

    By katieinny, April 25, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 26, 2006

50. Investment Advisory Fees

    By bzorc, December 12, 2019
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • December 13, 2019