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Retirement Plans in General

5,772 topics in this forum

  1. Is an Employee on Workers' Compensation Treated as an Active Employee

    By Guest Edward McElroy,
    • 3 replies
    • 3.5k views
    • Guest
    • Guest

  2. Is an employee who is receiving severance pay eligible for a contribut

    By stephen,
    • 3 replies
    • 2.7k views

  3. Is an employer contribution deductible when a financial institution fa

    By Guest Barton Haag,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  4. Is an ERISA fidelity bond needed?

    By mming,
    • 3 replies
    • 4.8k views

  5. Is an independent audit required here?

    By Guest Don J. Smith,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  6. Is an investment advisor who gets no fee an ERISA plan’s fiduciary?

    By Peter Gulia,
    • 13 replies
    • 1.6k views

  7. Is Anyone Familar with a Product Called The Pension Transfer Trust Plan?

    By Guest Edward McElroy,
    • 2 replies
    • 4.2k views

  8. Is anyone using force majeure to excuse not performing a contract?

    By Peter Gulia,   
    • 5 replies
    • 1.5k views

  9. Is auto-enroll an actual "feature"?

    By Bri,
    • 10 replies
    • 3.4k views

  10. Is Brother of HCE an HCE?

    By Lynn Campbell,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  11. Is distribution availability a protected benefit?

    By Santo Gold,
    • 1 reply
    • 1.2k views

  12. Is early retirement a protected benefit?

    By Santo Gold,
    • 7 replies
    • 6.3k views
    • Guest
    • Guest

  13. Is Employee an HCE?

    By DLavigne,
    • 1 reply
    • 871 views

  14. Is employer eligible to make contributions to this plan?

    By Santo Gold,
    • 5 replies
    • 739 views

  15. Is fidelity bond required?

    By Jakyasar,
    • 7 replies
    • 1.9k views

  16. Is Fund Required to Report UBTI to a Tax-Exempt Entity?

    By Guest Edward McElroy,
    • 1 reply
    • 1.5k views

  17. Is he an employee?

    By Santo Gold,
    • 20 replies
    • 1.8k views

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

    By mariemonroe,
    • 3 replies
    • 1.5k views

  19. Is Insurance a protected benefit -- 411(d)(6)

    By jkharvey,
    • 5 replies
    • 1.2k views

  20. Is it a partial termination?

    By jkharvey,
    • 3 replies
    • 2.9k views
    • Guest
    • Guest

  21. Is it common for a plan to require a beneficiary designation in whole percentages?

    By Peter Gulia,
    • 26 replies
    • 5.6k views

  22. Is it ever imprudent to get rid of a service provider that can't meet an information request?

    By Peter Gulia,
    • 2 replies
    • 893 views

  23. Is it imperative to have a TRUST EIN?

    By Lori H,
    • 15 replies
    • 22.5k views

  24. Is it necessary to apply for a determination letter?

    By katieinny,
    • 8 replies
    • 2.3k views

  25. Is it okay not to choose a governing State law?

    By Peter Gulia,   
    • 17 replies
    • 2.4k views

  26. Is it or isn't it an ASG???

    By dmb,
    • 0 replies
    • 1.2k views

  27. Is it permissable to have different vesting schedules dependant on an

    By R. Butler,
    • 3 replies
    • 2k views

  28. Is jury duty pay a fringe benefit or regular pay?

    By PensionPro,
    • 8 replies
    • 3.6k views

  29. Is Kodak Savings Investment Plan (SIP) excepted from the Required Minimum Distribution rules?

    By katieinny,
    • 8 replies
    • 5.8k views

  30. Is money that is distributable from Plan A still distributable after transfer to Plan B?

    By Übernerd,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  31. Is my daughter an HCE?

    By Jakyasar,
    • 2 replies
    • 2.4k views

  32. Is my step-mother an HCE?

    By Jakyasar,
    • 5 replies
    • 2.3k views

  33. Is Normal Retirement Age a Protected Benefit?

    By Scott,
    • 2 replies
    • 2.1k views

  34. Is Participant Investment Direction a protected BR&F?

    By mgcpension,
    • 2 replies
    • 1.2k views

  35. Is pension plan vulnerable to lawsuit against corporation??

    By dmb,
    • 2 replies
    • 1.8k views

  36. Is postmark date sufficient for deposit "due date"?

    By AlbanyConsultant,
    • 4 replies
    • 2.8k views

  37. Is purchase of annuity by plan a prohibited transaction where particip

    By chris,
    • 2 replies
    • 1.4k views

  38. Is RMD required?

    By Jakyasar,
    • 9 replies
    • 3.5k views

  39. Is schedule F equal to schedule C

    By Jakyasar,
    • 5 replies
    • 1.1k views

  40. Is SECURE 2022 law?

    By Peter Gulia,
    • 19 replies
    • 7.4k views

  41. Is Severance Pay always considered compensation?

    By Lynn Campbell,
    • 6 replies
    • 4k views
    • Guest
    • Guest

  42. Is severance pay included or excluded under each safe-harbor definitio

    By John A,
    • 1 reply
    • 2.6k views
    • Alf
    • Alf

  43. Is she really the employer?

    By Santo Gold,
    • 2 replies
    • 688 views

  44. Is the amendment considered to be dated even if date is missing - Docusign

    By Jakyasar,
    • 7 replies
    • 2.8k views

  45. Is the city's matching deferred comp in a 457 plan part of the total 8

    By Guest Curtis L. Walsh,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  46. Is the DoL ok with self-directed brokerage accounts?

    By BG5150,
    • 3 replies
    • 1.9k views

  47. Is the following a related rollover?

    By John A,
    • 3 replies
    • 1.5k views

  48. Is the salary included for 6% limit?

    By Jakyasar,
    • 11 replies
    • 1.5k views
    • Bird
    • Bird

  49. Is there a controlled group-Another tough question!

    By Guest m.n.ouellette,
    • 2 replies
    • 924 views
    • Guest
    • Guest

  50. Is there a Short Plan Year in Year of Term?

    By jkharvey,
    • 2 replies
    • 1.1k views
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