Retirement Plans in General

5,772 topics in this forum

1. Life Insurance & Incidental Benefit Rule

   By R. Butler, September 4, 2008
   • 1 reply
   • 1.9k views
   • 
   • Bird
   • September 4, 2008

2. Life Insurance and BRFs

   By Dougsbpc, August 25, 2015
   • 4 replies
   • 783 views
   • 
   • Mike Preston
   • August 26, 2015

3. LIfe Insurance in a DC Plan

   By cpc0506, October 5, 2015
   • 3 replies
   • 683 views
   • 
   • cpc0506
   • October 5, 2015

4. Life Insurance in DC Plan

   By MarZDoates, September 27, 2011
   • 12 replies
   • 2.1k views
   • 
   • Bill Presson
   • September 29, 2011

5. Life insurance in pooled plan

   By AnnCK, September 15, 2023
   • 5 replies
   • 1.1k views
   • 
   • Luke Bailey
   • September 15, 2023

6. life insurance in profit sharing plan

   By Scuba 401, November 22, 2016
   • 1 reply
   • 630 views
   • 
   • Bill Presson
   • November 22, 2016

7. Life Insurance in Retirement Plans

   By bzorc, January 28, 2003
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • January 28, 2003

8. Life insurance premium payments

   By Guest cascigm, November 28, 2001
   • 1 reply
   • 1.7k views
   • 
   • Belgarath
   • November 28, 2001

9. Life Insurance Premiums

   By Guest SPOT, July 7, 2004
   • 4 replies
   • 1.5k views
   • 
   • Bird
   • July 9, 2004

10. Life Insurance question

    By Guest VAP, February 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bill Berke
    • March 1, 2001

11. Life Insurnace in Plan; Ptp requests to insure spouse

    By buckaroo, June 1, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2009

12. Lifetime Income Disclosure

    By Remote Kathleen, July 28, 2021
    • 5 replies
    • 979 views
    • 
    • ESOPMomma
    • July 29, 2021

13. Lifetime Income Disclosures - Calculation Details

    By Leopurrd-401k, January 28, 2022
    • 5 replies
    • 1.4k views
    • 
    • Leopurrd-401k
    • January 31, 2022

14. Lifetime Income Illustration

    By ASFESQ, March 27, 2023
    • 0 replies
    • 295 views
    • 
    • ASFESQ
    • March 27, 2023

15. Lifetime income illustrations

    By Belgarath, July 20, 2022
    • 2 replies
    • 612 views
    • 
    • Belgarath
    • July 20, 2022

16. Lifetime income illustrations - pooled plans

    By Belgarath, July 22, 2022
    • 5 replies
    • 1k views
    • 
    • Belgarath
    • July 22, 2022

17. Lifetime Income Illustrations - What is the formula?

    By MrsMacias, March 31, 2022   

    • lifetime income
    • lifetime income disclosure
    • (and 2 more)

      Tagged with:

      • lifetime income
      • lifetime income disclosure
      • lifetime income formula
      • lifetime income illustration
    • 2 replies
    • 767 views
    • 
    • MrsMacias
    • April 1, 2022

18. Lifetime income illustrations - when annual statement was previously sent

    By Belgarath, March 29, 2022
    • 2 replies
    • 658 views
    • 
    • Belgarath
    • March 30, 2022

19. Limitation Year For DB/DC Combo

    By mming, December 19, 2007
    • 0 replies
    • 1.6k views
    • 
    • mming
    • December 19, 2007

20. Limited Liability Company Benefits

    By Christine Roberts, November 1, 1999
    • 0 replies
    • 1.9k views
    • 
    • Christine Roberts
    • November 1, 1999

21. Limited Liability Partnership

    By nancy, February 25, 1999
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • February 26, 1999

22. Limited partner

    By cpc0506, February 6, 2017   

    • earned income
    • 0 replies
    • 479 views
    • 
    • cpc0506
    • February 6, 2017

23. Limited Partnership

    By Guest SPOT, October 23, 2001
    • 2 replies
    • 1.5k views
    • 
    • Erik Read
    • October 25, 2001

24. limiting compensation in a profit sharing plan

    By Guest Elizabeth Gaskins, February 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 22, 2002

25. Limits as Indexed by COLA

    By Tom Poje, May 16, 2003
    • 0 replies
    • 972 views
    • 
    • Tom Poje
    • May 16, 2003

26. Limits for 2006

    By Belgarath, October 14, 2005
    • 0 replies
    • 1.5k views
    • 
    • Belgarath
    • October 14, 2005

27. limits for 2015

    By Tom Poje, June 18, 2014
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • June 19, 2014

28. Limits for Two Plans- Is this information correct?

    By Guest WantsToLearn, November 1, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 6, 2006

29. Limits on a self-employed individuals integrated allocation

    By Guest Enda80, August 16, 2008
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 27, 2008

30. Limits on DB Plan Allocation Options

    By fmsinc, October 3, 2019
    • 4 replies
    • 903 views
    • 
    • fmsinc
    • October 3, 2019

31. Link to techincal explanation etc

    By Appleby, February 20, 2007
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • February 20, 2007

32. Link to technical explanation etc

    By Appleby, February 20, 2007
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • March 8, 2007

33. Links to Prior Years' Form 5500, Schedules and Instructions

    By Dave Baker, January 5, 2017   

    • 5500
    • 3 replies
    • 880 views
    • 
    • Lois Baker
    • January 8, 2017

34. Links to text of Internal Revenue Code and Treasury Regulations

    By justanotheradmin, July 30, 2025
    • 10 replies
    • 3.9k views
    • 
    • Peter Gulia
    • August 1, 2025

35. LIP Plan

    By Guest Jim Brennan, May 25, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 25, 2000

36. Listing of TPA's in MA and NH

    By valmcclendon78@comcast.net, August 16, 2016
    • 0 replies
    • 898 views
    • 
    • valmcclendon78@comcast.net
    • August 16, 2016

37. Literal Interpretation of Plan Documents

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

38. LLC "Compensation" Strategies

    By Christine Roberts, September 10, 1999
    • 0 replies
    • 1.3k views
    • 
    • Christine Roberts
    • September 10, 1999

39. LLC and SIMPLE IRA

    By Guest carolyny, April 12, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 12, 2002

40. LLC as partner and disregarded entity

    By cathyw, September 11, 2017
    • 0 replies
    • 579 views
    • 
    • cathyw
    • September 11, 2017

41. LLC Compensation

    By mming, April 13, 2007
    • 8 replies
    • 2.4k views
    • 
    • katieinny
    • April 26, 2007

42. LLC Compensation

    By SMB, March 29, 2001
    • 5 replies
    • 2.3k views
    • 
    • E as in ERISA
    • February 7, 2003

43. LLC earned income, IRS requirements

    By Guest forohonek, July 3, 2010
    • 4 replies
    • 2.6k views
    • 
    • Ron Snyder
    • July 7, 2010

44. LLC member "opting out" of PSP

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

45. LLC Taxed as Corporation - Recommended Retirement Plan

    By Guest Mickey, November 6, 2014   

    • Retirement
    • LLC
    • (and 1 more)

      Tagged with:

      • Retirement
      • LLC
      • Taxed as Corporation
    • 5 replies
    • 1.8k views
    • 
    • GBurns
    • November 8, 2014

46. LLC Taxed as Corporation- Still A Partnership under 1563?

    By Benefits Vet, September 2, 2020
    • 6 replies
    • 978 views
    • 
    • Benefits Vet
    • September 3, 2020

47. LLC Treated as Partnership?

    By LLC_Issue, March 11, 2016
    • 5 replies
    • 911 views
    • 
    • Lou S.
    • March 11, 2016

48. LLC with a Sub-S election

    By DMcGovern, February 12, 2013   

    • compensation for plan
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • February 12, 2013

49. LLC, taxed as partnership, paying both W-2 and K-1 income to "partners"

    By Belgarath, March 10, 2004
    • 18 replies
    • 53.2k views
    • 
    • Mike Preston
    • July 3, 2017

50. LLC/Employee issue in PS Plan

    By dmb, August 8, 2012
    • 3 replies
    • 895 views
    • 
    • rcline46
    • August 9, 2012