Retirement Plans in General

5,753 topics in this forum

1. GUST Determination Letter Deadline

   By Jeff Kirtner, June 21, 2001
   • 0 replies
   • 1.4k views
   • 
   • Jeff Kirtner
   • June 21, 2001

2. SSA Projected wage bases

   By Tom Poje, October 17, 2001
   • 0 replies
   • 1.4k views
   • 
   • Tom Poje
   • October 17, 2001

3. Vesting Question

   By mming, November 16, 2012
   • 2 replies
   • 1.4k views
   • 
   • masteff
   • November 16, 2012

4. Company purchase - credit for prior service

   By Cynchbeast, April 5, 2013
   • 6 replies
   • 1.4k views
   • 
   • rcline46
   • April 8, 2013

5. Reimbursement of Expenses to Employer-in next Plan Year?

   By Guest dlm, November 12, 1999
   • 1 reply
   • 1.4k views
   • 
   • Dave Baker
   • November 15, 1999

6. wrong ein used

   By abanky, October 1, 2007
   • 3 replies
   • 1.4k views
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   • Bird
   • October 3, 2007

7. Non-standardized plan with no exclusions

   By wmyer, August 22, 2000
   • 0 replies
   • 1.4k views
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   • wmyer
   • August 22, 2000

8. Forfeiture Allocation

   By Guest perplexedbypensions, October 5, 2006
   • 1 reply
   • 1.4k views
   • 
   • Effen
   • October 5, 2006

9. Retirement Plans Increase in Popularity

   By Guest hawadmin, June 21, 2001
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • June 21, 2001

10. User fees

    By david rigby, December 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • david rigby
    • December 10, 2001

11. Defined Contribution plans in Panama?

    By Guest Steve Boudreau, November 15, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 15, 1999

12. Pension Payout

    By Guest JD698, September 21, 2006
    • 4 replies
    • 1.4k views
    • 
    • rcline46
    • September 21, 2006

13. Repost, for Barnard Walsh: Preparing to offer workshop on retirement p

    By Dave Baker, February 15, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 19, 1999

14. forfeiture reallocations

    By pmacduff, June 8, 2017
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • July 17, 2017

15. Profit Sharing Only Plan (no 401(k))

    By Sue B, July 26, 2021
    • 10 replies
    • 1.4k views
    • 
    • BG5150
    • July 28, 2021

16. Corporate resolution dating

    By Belgarath, September 1, 2022
    • 4 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 7, 2022

17. Top Heavy Plan

    By Guest BAR, October 8, 2001
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • October 8, 2001

18. insurance paid by rollover money

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

19. The Non Rollables

    By Jed Macy, November 3, 2001
    • 0 replies
    • 1.4k views
    • 
    • Jed Macy
    • November 3, 2001

20. Missing Prior Approval Letter

    By Guest merlin, February 19, 2003
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • February 20, 2003

21. Rollovers

    By Guest Golden401k, June 15, 2011
    • 7 replies
    • 1.4k views
    • 
    • PensionPro
    • June 21, 2011

22. WAN license for Relius

    By ConnieStorer, March 27, 2020
    • 9 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • March 28, 2020

23. Calculation of Compensation for one payroll period

    By Guest perplexedbypensions, February 24, 2007
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • February 26, 2007

24. 5500EZ 5500SF

    By mjf06241972, September 27, 2018
    • 18 replies
    • 1.4k views
    • 
    • Larry Starr
    • October 8, 2018

25. Short limitation period when plan year is changed - am I reading reg c

    By John A, January 15, 2002
    • 0 replies
    • 1.4k views
    • 
    • John A
    • January 15, 2002

26. One plan purchasing an investment from another

    By Dougsbpc, February 26, 2003
    • 5 replies
    • 1.4k views
    • 
    • Dougsbpc
    • February 28, 2003

27. forfeiture allocations

    By Guest csals, May 3, 2010
    • 7 replies
    • 1.4k views
    • 
    • BG5150
    • May 4, 2010

28. Eligibility in US plan with foreign divisions.

    By dmb, February 16, 2001
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • February 16, 2001

29. Is a distribution that was made within the last 5 years to an employee

    By John A, March 31, 2000
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • April 1, 2000

30. How to distribute vested benefits owed to illegal aliens?

    By JDuns, January 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • January 30, 2003

31. Potential Participant SSN Issue

    By kmhaab, January 25, 2021
    • 4 replies
    • 1.4k views
    • 
    • EPCRSGuru
    • January 26, 2021

32. Holding of Pension Payments

    By Guest dkl2214, October 27, 2011
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • October 31, 2011

33. Plan Sponsor named as Participant's beneficiary

    By Guest Andy, March 22, 1999
    • 2 replies
    • 1.4k views
    • 
    • Larry M
    • March 25, 1999

34. Any word on GUST Amendment deadlines for individually designed plans?

    By Alonzo, May 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 3, 2000

35. financial planning after age 50

    By Guest Dayle, July 29, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 3, 2001

36. How many companies dropped their Safe harbor plan this year?

    By Guest fender5150, November 19, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 2008

37. Forfeitures/re-hired employee

    By Lynn Campbell, December 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 12, 2001

38. Death of sole trustee

    By Egold, October 1, 2020
    • 4 replies
    • 1.4k views
    • 
    • Egold
    • October 2, 2020

39. Top Heavy Minimums

    By perkinsran, July 27, 2006
    • 1 reply
    • 1.4k views
    • 
    • Sully
    • July 27, 2006

40. Defined Benefit Calculation Systems

    By Guest julianne brown, April 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 17, 2000

41. ADP and Catch-up

    By JHalligan, November 4, 2022
    • 3 replies
    • 1.4k views
    • 
    • Patricia Neal Jensen
    • November 8, 2022

42. Company Defined Contribution and Defined Benefit Plan

    By Guest dhoefer, March 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • March 25, 2002

43. Return of contribution

    By dmb, November 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • November 1, 2001

44. Break in Service choices in an adoption agreement.

    By katieinny, March 12, 2003
    • 6 replies
    • 1.4k views
    • 
    • katieinny
    • March 12, 2003

45. Seniority and Retirement Package Offers

    By Guest Cathy, July 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • KIP KRAUS
    • July 28, 1999

46. Do recordkeepers differ in what they offer for cybersecurity?

    By Peter Gulia, August 23, 2021   

    • cybersecurity
    • 12 replies
    • 1.4k views
    • 
    • Peter Gulia
    • August 24, 2021

47. Are all purchases of plan assets by a party-in-interest prohibited tra

    By John A, April 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • David MacLennan
    • April 24, 2001

48. 415 exceeded

    By 52626, July 13, 2022
    • 4 replies
    • 1.4k views
    • 
    • jsample
    • July 14, 2022

49. Beneficiary Rights

    By Guest amock, November 2, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 2, 1999

50. Combined plan deduction limit

    By david rigby, February 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 16, 2007