Retirement Plans in General

5,772 topics in this forum

1. Investment and Administration Advice

   By Guest wildcat, August 15, 2008
   • 4 replies
   • 1k views
   • 
   • K2retire
   • August 16, 2008

2. Investment Companies demanding plan contribution checks have exact same name as Plan Name

   By RayJJohnsonJr, November 3, 2022
   • 6 replies
   • 1k views
   • 
   • RayJJohnsonJr
   • November 5, 2022

3. Investment Courses as Plan (Trustee) Expense

   By Dalai Pookah, July 31, 2019   

   • plan expenses
   • trustee
   • 7 replies
   • 1.2k views
   • 
   • Dalai Pookah
   • August 5, 2019

4. Investment Education vs Participant Advice

   By TCM72, August 8, 2017   

   • dol fiduciary regulation
   • advisers
   • (and 3 more)

     Tagged with:

     • dol fiduciary regulation
     • advisers
     • plan sponsors
     • participant education
     • investment professionals
   • 4 replies
   • 981 views
   • 
   • TCM72
   • October 4, 2017

5. Investment Firm as FSO?

   By BTG, July 30, 2020
   • 10 replies
   • 1.9k views
   • 
   • Luke Bailey
   • August 2, 2020

6. Investment Mistake/Additional Assets After Part Made Whole

   By Zorro1k, October 19, 2015   

   • investment
   • plan asset
   • (and 2 more)

     Tagged with:

     • investment
     • plan asset
     • plan assets
     • mistake
   • 2 replies
   • 911 views
   • 
   • Zorro1k
   • October 19, 2015

7. Investment no longer offered to staff, but HCE contributes; BRF issue?

   By BG5150, February 15, 2018
   • 2 replies
   • 624 views
   • 
   • Peter Gulia
   • February 15, 2018

8. Investment options

   By Guest bba, December 30, 2004
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • January 4, 2005

9. Investment Options & Discrimination Rules

   By Guest cngriffin, May 12, 1999
   • 1 reply
   • 1.9k views
   • 
   • mwyatt
   • May 13, 1999

10. Investment Question

    By Erik Read, October 22, 2001
    • 0 replies
    • 1.2k views
    • 
    • Erik Read
    • October 22, 2001

11. Invoice on plan paid out of different plan

    By TaxLawyer1978, September 19, 2018
    • 4 replies
    • 898 views
    • 
    • Luke Bailey
    • September 20, 2018

12. IR-2021-179 Tax Relief for Ida victims

    By Jakyasar, September 8, 2021
    • 12 replies
    • 2.1k views
    • 
    • Jakyasar
    • September 15, 2021

13. IRA RMD included in rollover to 403(b) - Distribute as excess?

    By KaJay, October 31, 2019
    • 3 replies
    • 621 views
    • 
    • KaJay
    • October 31, 2019

14. IRA rollover into DB

    By Cynchbeast, August 25, 2017
    • 6 replies
    • 687 views
    • 
    • Buffys Redrum
    • August 28, 2017

15. IRC 404 Deduction limit

    By jkharvey, June 15, 2000
    • 2 replies
    • 2.6k views
    • 
    • jkharvey
    • June 16, 2000

16. IRC 414(d) Governmental instrumentality

    By Purplemandinga, August 22, 2018
    • 3 replies
    • 1k views
    • 
    • Susan L
    • August 23, 2018

17. IRC 432

    By benpat3, January 4, 2010
    • 0 replies
    • 2k views
    • 
    • benpat3
    • January 4, 2010

18. IRC 4972 Mess-ups; accrued salaries to the rescue in some cases, perhaps

    By Guest Enda80, January 20, 2008
    • 1 reply
    • 3.1k views
    • 
    • Mike Preston
    • January 20, 2008

19. IRC416 Top Heavy

    By Guest jusducki, July 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • Steve72
    • July 15, 2003

20. Irrevocable Election between Plans

    By Guest AEA, March 16, 2001
    • 8 replies
    • 3.7k views
    • 
    • Bob R
    • March 31, 2001

21. Irrevocable election not to participate

    By Guest Brad Brewer, May 21, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 21, 1999

22. Irrevocable Life Insurance Trust

    By QNPG, May 6, 2011
    • 8 replies
    • 1.6k views
    • 
    • Bird
    • May 13, 2011

23. Irrevocable Life Insurance Trust

    By Guest Peacy, July 24, 2013
    • 3 replies
    • 937 views
    • 
    • Belgarath
    • July 24, 2013

24. Irrevocable Rollovers

    By jevd, June 13, 2007
    • 7 replies
    • 3.7k views
    • 
    • masteff
    • June 18, 2007

25. Irrevocable Trust/ERISA Coverage

    By JWRB, October 18, 2017
    • 15 replies
    • 2.3k views
    • 
    • MoJo
    • October 19, 2017

26. Irrevocable Waivers

    By Guest acathcart, May 13, 1999
    • 1 reply
    • 2.5k views
    • 
    • M R Bernardin
    • May 14, 1999

27. Irrevocable waivers for members of religious sect

    By rcline46, September 25, 2003
    • 0 replies
    • 937 views
    • 
    • rcline46
    • September 25, 2003

28. IRS - User Fees

    By flosfur, August 22, 2001
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 22, 2001

29. IRS "Made changes" notice

    By Basically, April 9, 2024
    • 4 replies
    • 1.1k views
    • 
    • JRN
    • April 9, 2024

30. IRS Announces 2018 Retirement Plan Limits

    By Lois Baker, October 19, 2017
    • 0 replies
    • 503 views
    • 
    • Lois Baker
    • October 19, 2017

31. IRS Announces Pension Plan Limitations for 2009

    By J Simmons, October 3, 2008
    • 19 replies
    • 3.7k views
    • 
    • jevd
    • October 17, 2008

32. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 807 views
    • 
    • Appleby
    • October 15, 2009

33. IRS Appeals Mediation

    By SadieJane, September 11, 2019
    • 1 reply
    • 734 views
    • 
    • Larry Starr
    • September 11, 2019

34. IRS approval of DC documents

    By Belgarath, August 27, 2019
    • 3 replies
    • 1.3k views
    • 
    • digger
    • December 2, 2019

35. IRS Approval of Trust Agreement Amendment

    By luissaha, November 3, 2014
    • 6 replies
    • 1k views
    • 
    • luissaha
    • November 4, 2014

36. IRS AUDIT

    By Guest kp, September 17, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 17, 1998

37. IRS Audit

    By DP, February 7, 2012
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • February 8, 2012

38. IRS audit

    By Belgarath, February 7, 2014
    • 5 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 7, 2014

39. IRS Audit

    By Lou S., April 2, 2012
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • April 2, 2012

40. IRS Audit at the TPA's office

    By mwyatt, July 29, 2009
    • 14 replies
    • 2.5k views
    • 
    • TPApril
    • November 30, 2016

41. IRS Audit Guide/Handbook

    By Archimage, January 5, 2005
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • January 5, 2005

42. IRS Audit question

    By Dalai Pookah, June 10, 2025
    • 8 replies
    • 4.3k views
    • 
    • david rigby
    • June 12, 2025

43. IRS Audit Triggers

    By Young Curmudgeon, February 22, 2008
    • 0 replies
    • 1k views
    • 
    • Young Curmudgeon
    • February 22, 2008

44. IRS Audit...Usually conducted at TPA office..

    By jkharvey, August 16, 2012
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • August 17, 2012

45. IRS Auditor playing hardball re: non-qualifying assets for EZ filer

    By Brenda Wren, August 13, 2013
    • 10 replies
    • 3.1k views
    • 
    • Brenda Wren
    • August 26, 2013

46. IRS auditor wants docs faxed

    By Bird, May 23, 2017
    • 17 replies
    • 1.5k views
    • 
    • ratherbereading
    • June 14, 2017

47. IRS Determination letter - reviewer request

    By Belgarath, August 16, 2012
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • August 16, 2012

48. IRS Determination Letters

    By J Simmons, January 12, 2010
    • 2 replies
    • 1.6k views
    • 
    • J Simmons
    • January 12, 2010

49. IRS extended sole-prop filing deadline to May 17th

    By Jakyasar, March 26, 2021
    • 7 replies
    • 1.2k views
    • 
    • SSRRS
    • April 9, 2021

50. IRS Extends Tax Filing Date to 4-17-07 for 06 Returns

    By jevd, January 24, 2007
    • 0 replies
    • 1.1k views
    • 
    • jevd
    • January 24, 2007