Retirement Plans in General

5,753 topics in this forum

1. Can an individual elect to cash out his life insurance policy into the

   By John A, March 13, 2001
   • 3 replies
   • 1.4k views
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   • Bill Berke
   • March 19, 2001

2. Compensation Definition

   By Archimage, December 12, 2002
   • 2 replies
   • 1.4k views
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   • Archimage
   • December 12, 2002

3. DOL Investigations

   By Lynn Campbell, August 5, 1999
   • 2 replies
   • 1.4k views
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   • Guest
   • August 9, 1999

4. Bungled Opt-Out

   By Christine Roberts, December 21, 1998
   • 0 replies
   • 1.4k views
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   • Christine Roberts
   • December 21, 1998

5. Normal Retirement Age

   By katieinny, September 25, 2002
   • 3 replies
   • 1.4k views
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   • Everett Moreland
   • September 25, 2002

6. Notice Requirements Applicable When Money Purchase Plan is Merged into

   By Guest Edward McElroy, November 28, 2001
   • 2 replies
   • 1.4k views
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   • Belgarath
   • November 29, 2001

7. LLC member "opting out" of PSP

   By SMB, May 30, 2002
   • 1 reply
   • 1.4k views
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   • jaemmons
   • June 13, 2002

8. Can employees who have not completed a year of service be excluded fro

   By Guest irenes, October 18, 2000
   • 0 replies
   • 1.4k views
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   • Guest
   • October 18, 2000

9. Terminate a plan in phases.

   By david rigby, December 7, 2000
   • 1 reply
   • 1.4k views
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   • AndyH
   • December 9, 2000

10. UBTI

    By B21, March 21, 2012
    • 2 replies
    • 1.4k views
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    • Draper55
    • April 4, 2012

11. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE, April 4, 2018
    • 5 replies
    • 1.4k views
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    • Larry Starr
    • April 8, 2018

12. Amend Plan to Eliminate Involuntary Distribution

    By Guest erc, December 8, 2004
    • 2 replies
    • 1.4k views
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    • mbozek
    • December 17, 2004

13. Benefit levels for non-union, hourly EEs

    By Guest GregSelf, March 23, 2000
    • 2 replies
    • 1.4k views
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    • david rigby
    • March 24, 2000

14. Ownership interests of members of an LLC?

    By SMB, December 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • davef
    • December 5, 2000

15. When must plan be adopted?

    By Guest LJS, June 22, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 23, 1999

16. Maximum EE contributions

    By Guest Charlie, September 13, 2001
    • 3 replies
    • 1.4k views
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    • actuarysmith
    • September 13, 2001

17. Controlled Group Service

    By Guest CAM223, September 23, 2002
    • 4 replies
    • 1.4k views
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    • Everett Moreland
    • September 25, 2002

18. "Amended" Prototype: When to file for a determination letter?

    By Scott, January 17, 2007
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2007

19. Controlled group breakup on the horizon, can we spin off one group's members to a new plan to lower the 2006 beg of yr participant count so no 2006 audit is rqrd?

    By Beltane, July 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 21, 2005

20. Plan Continuation

    By Guest lifeweb, November 13, 1998
    • 1 reply
    • 1.4k views
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    • Guest
    • November 13, 1998

21. 177A pension plans

    By Guest ak, October 13, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 13, 1999

22. annual contribution - but no SECA tax paid?

    By Guest forohonek, August 24, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 24, 2010

23. partnership income on Form 1065

    By Santo Gold, June 22, 2007
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • June 22, 2007

24. Can 2 companies who are controlled group maintain separate plan documents?

    By katieinny, November 17, 2009
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • November 17, 2009

25. Failure to provide SPD and other disclosures

    By Ananda, March 29, 2022
    • 5 replies
    • 1.4k views
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    • Ananda
    • March 30, 2022

26. Are DB Plans Still Around?

    By Guest Terry, December 19, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 28, 1998

27. Literal Interpretation of Plan Documents

    By Guest DrJekyll, February 5, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 1999

28. Predecessor service with a foreign business

    By Guest haydenks, April 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 8, 1999

29. What are contribution accrual requirements for frozen money purchase p

    By Guest mo again, October 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 3, 2000

30. Completing Scedule Q

    By Guest djsimonetti, August 21, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 23, 1999

31. Contributions and Allocations

    By Guest Jim_Mauro9, December 2, 2009
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 3, 2009

32. Can Cash Balance Plan be Amended to Condition Right to a Principal Credit upon Employment as of Last Day of Plan Year?

    By rocknrolls2, August 10, 2015
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • August 11, 2015

33. Converting money purchase plan to 401(k)

    By Guest JD698, May 28, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 28, 2008

34. plan with only hce's

    By Guest Elizabeth Gaskins, October 8, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 9, 2002

35. Vested Acct Bal after partial withdrawal?

    By BG5150, December 11, 2019
    • 7 replies
    • 1.4k views
    • 
    • BG5150
    • December 13, 2019

36. Missing Participants

    By ERISAWiz, August 20, 2014
    • 6 replies
    • 1.4k views
    • 
    • SearchLight
    • August 20, 2014

37. Amendment timing

    By dmb, April 5, 2002
    • 2 replies
    • 1.4k views
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    • Mike Preston
    • April 5, 2002

38. Multiple Changes in Controlled Group Membership

    By Guest Grumpy456, April 18, 2006
    • 4 replies
    • 1.4k views
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    • Belgarath
    • April 27, 2006

39. Substantially Equal Payments - Multiple Plans

    By Guest Kyle Stratton, May 5, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 5, 1999

40. plan #'s

    By Guest beckyhummer, June 13, 2001
    • 2 replies
    • 1.4k views
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    • david rigby
    • June 18, 2001

41. Vesting service related

    By Jakyasar, October 23, 2024
    • 5 replies
    • 1.4k views
    • 
    • Jakyasar
    • October 25, 2024

42. SPD claims procedure

    By Guest Hilarion, January 23, 2004
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • January 23, 2004

43. FIDUCIARY BONDING

    By Guest elizabeth, January 11, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • January 12, 1999

44. Odd Money Purchase Plan Feature: how does this work?

    By PensionPro, March 5, 2013
    • 10 replies
    • 1.4k views
    • 
    • PensionPro
    • March 6, 2013

45. Early withdrawal of benifits due to hardship

    By Guest DWest, April 3, 1999
    • 1 reply
    • 1.4k views
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    • david rigby
    • April 4, 1999

46. Adopting Employer

    By Rai401k, January 26, 2005
    • 2 replies
    • 1.4k views
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    • SoCalActuary
    • January 27, 2005

47. Asset Sale

    By Guest jetfaninmn, January 25, 2006
    • 2 replies
    • 1.4k views
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    • Locust
    • January 26, 2006

48. 5500Q - Can you revoke a 5500 and file a 5500 C/R instead?

    By Alf, November 6, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • November 10, 1999

49. Vesting Question

    By Guest greymann, January 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • January 15, 1999

50. Participant loans from Roth, 401(a)(4) testing, and PT issues

    By Belgarath, January 13, 2014
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • January 17, 2014