Retirement Plans in General

5,753 topics in this forum

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

   By Santo Gold, August 25, 2015
   • 5 replies
   • 729 views
   • 
   • mbozek
   • August 28, 2015

2. Is fidelity bond required?

   By Jakyasar, March 2, 2021
   • 7 replies
   • 1.8k views
   • 
   • C. B. Zeller
   • March 5, 2021

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

   By Guest Edward McElroy, January 14, 2002
   • 1 reply
   • 1.5k views
   • 
   • Kirk Maldonado
   • January 14, 2002

4. Is he an employee?

   By Santo Gold, October 27, 2021
   • 20 replies
   • 1.8k views
   • 
   • Bird
   • November 1, 2021

5. 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
   • 
   • Doghouse
   • August 5, 2015

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

   By jkharvey, July 24, 2003
   • 5 replies
   • 1.2k views
   • 
   • jaemmons
   • August 12, 2003

7. Is it a partial termination?

   By jkharvey, September 20, 2000
   • 3 replies
   • 2.9k views
   • 
   • Guest
   • September 21, 2000

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

   By Peter Gulia, September 8, 2022
   • 26 replies
   • 5.3k views
   • 
   • Peter Gulia
   • September 30, 2022

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

   By Peter Gulia, April 2, 2012
   • 2 replies
   • 881 views
   • 
   • Peter Gulia
   • April 3, 2012

10. Is it imperative to have a TRUST EIN?

    By Lori H, January 6, 2009
    • 15 replies
    • 22.2k views
    • 
    • jquazza
    • September 17, 2009

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

    By katieinny, November 20, 2002
    • 8 replies
    • 2.2k views
    • 
    • Belgarath
    • November 21, 2002

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

    By Peter Gulia, September 1, 2015   

    • prototype; volume-submitter
    • 17 replies
    • 2.4k views
    • 
    • GBurns
    • September 3, 2015

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

    By dmb, April 4, 2002
    • 0 replies
    • 1.2k views
    • 
    • dmb
    • April 4, 2002

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

    By R. Butler, November 18, 2002
    • 3 replies
    • 2k views
    • 
    • mbozek
    • November 20, 2002

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

    By PensionPro, January 19, 2024
    • 8 replies
    • 3.4k views
    • 
    • Luke Bailey
    • February 7, 2024

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

    By katieinny, November 17, 2004
    • 8 replies
    • 5.7k views
    • 
    • katieinny
    • November 18, 2004

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

    By Übernerd, July 7, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 7, 2006

18. Is my daughter an HCE?

    By Jakyasar, March 14
    • 2 replies
    • 2.4k views
    • 
    • CuseFan
    • March 14

19. Is my step-mother an HCE?

    By Jakyasar, January 13
    • 5 replies
    • 2.3k views
    • 
    • Jakyasar
    • January 14

20. Is Normal Retirement Age a Protected Benefit?

    By Scott, October 3, 2002
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • October 3, 2002

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

    By mgcpension, February 19, 2016
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • February 22, 2016

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

    By dmb, May 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • pjkoehler
    • May 15, 2000

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

    By AlbanyConsultant, March 13, 2017
    • 4 replies
    • 2.8k views
    • 
    • MoJo
    • March 13, 2017

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

    By chris, April 18, 2000
    • 2 replies
    • 1.4k views
    • 
    • chris
    • April 19, 2000

25. Is RMD required?

    By Jakyasar, September 10
    • 6 replies
    • 3k views
    • 
    • Jakyasar
    • September 12

26. Is schedule F equal to schedule C

    By Jakyasar, April 8, 2023
    • 5 replies
    • 1k views
    • 
    • Dare Johnson
    • April 10, 2023

27. Is SECURE 2022 law?

    By Peter Gulia, February 28, 2024
    • 19 replies
    • 6.9k views
    • 
    • Peter Gulia
    • August 23

28. Is Severance Pay always considered compensation?

    By Lynn Campbell, March 30, 2000
    • 6 replies
    • 4k views
    • 
    • Guest
    • April 16, 2001

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

    By John A, November 27, 2000
    • 1 reply
    • 2.6k views
    • 
    • Alf
    • November 27, 2000

30. Is she really the employer?

    By Santo Gold, October 29, 2018
    • 2 replies
    • 674 views
    • 
    • Larry Starr
    • October 30, 2018

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

    By Jakyasar, January 24, 2023
    • 7 replies
    • 2.7k views
    • 
    • Peter Gulia
    • January 27, 2023

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

    By Guest Curtis L. Walsh, July 27, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 31, 2000

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

    By BG5150, August 19, 2013
    • 3 replies
    • 1.9k views
    • 
    • MoJo
    • August 20, 2013

34. Is the following a related rollover?

    By John A, August 3, 2000
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • August 3, 2000

35. Is the salary included for 6% limit?

    By Jakyasar, September 23, 2023
    • 11 replies
    • 1.4k views
    • 
    • Bird
    • September 26, 2023

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

    By Guest m.n.ouellette, November 12, 2008
    • 2 replies
    • 914 views
    • 
    • Guest
    • November 13, 2008

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

    By jkharvey, July 23, 2003
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • July 23, 2003

38. Is there a spouse?

    By Belgarath, November 19, 2007
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • November 19, 2007

39. Is there an affiliated service group issue here?

    By Old Reliable, February 2, 2022
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • February 5, 2022

40. Is there an exception that is "done all the time" to the gen

    By John A, December 13, 2000
    • 1 reply
    • 1.4k views
    • 
    • alanm
    • December 13, 2000

41. Is there any reason not to provide that each participant is a distinct allocation group?

    By Peter Gulia, October 22, 2020
    • 12 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • October 27, 2020

42. Is this 11(g) amendment discriminatory?

    By cathyw, March 5, 2024
    • 2 replies
    • 749 views
    • 
    • cathyw
    • March 5, 2024

43. Is this a benefit, right or feature that must be tested for discrimina

    By jkharvey, May 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • actuarysmith
    • May 29, 2002

44. Is this a Control Group/Affiliated Service Group?

    By himt4, December 21, 2004
    • 2 replies
    • 1.2k views
    • 
    • himt4
    • December 22, 2004

45. IS this a Controlled Group

    By Pammie57, March 7, 2018
    • 5 replies
    • 874 views
    • 
    • Mike Preston
    • March 7, 2018

46. Is this a controlled group?

    By Santo Gold, May 14, 2013
    • 1 reply
    • 807 views
    • 
    • ETA Consulting LLC
    • May 14, 2013

47. is this a controlled group?

    By Earl, September 20, 2006
    • 7 replies
    • 1.9k views
    • 
    • Earl
    • September 21, 2006

48. Is this a distributable event?

    By David Peckham, August 16, 2024
    • 4 replies
    • 1.2k views
    • 
    • Peter Gulia
    • August 19, 2024

49. Is this a multiple employer plan?

    By Kirk Maldonado, October 3, 2001
    • 6 replies
    • 2k views
    • 
    • GBurns
    • October 8, 2001

50. Is this a partial termination

    By Jakyasar, December 3, 2020
    • 2 replies
    • 466 views
    • 
    • Jakyasar
    • December 6, 2020