Retirement Plans in General

5,753 topics in this forum

1. QDRO - retiree is re-employed

   By RGALVIN64, May 17, 2018   

   • i was awarded a qdro when me and my ex were divorcing 5 years ago. he now decided to go back to his former job. my ex cannot double dip and collect retirement while being a full-time employee. his retirement benefits will stop and he said so will my qdro.
   • can a qdro be cancelled or postponed?
   • 2 replies
   • 681 views
   • 
   • QDROphile
   • May 17, 2018

2. IRS Request for 2016 945

   By Gilmore, September 24, 2019
   • 2 replies
   • 733 views
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   • Gilmore
   • September 26, 2019

3. Rights and Features Disparity Question

   By Guest Michael J. Sievert, CFP, September 20, 1999
   • 2 replies
   • 1.7k views
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   • Guest
   • September 21, 1999

4. required minimum distribution

   By Egold, January 9, 2021
   • 2 replies
   • 567 views
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   • BG5150
   • January 11, 2021

5. 401k provider's loan fee deducted from loan check

   By MJ Hartman, November 1, 2013
   • 2 replies
   • 1.5k views
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   • Bird
   • November 4, 2013

6. Can a defined benefit plan be merged into a 401(k) plan?

   By rocknrolls2, September 22, 2015
   • 2 replies
   • 2.7k views
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   • Tom Poje
   • September 25, 2015

7. 415 Compensation Question

   By MarZDoates, January 13, 2016
   • 2 replies
   • 1.7k views
   • 
   • MarZDoates
   • January 14, 2016

8. Required Minimum Distribution Table - 2021 in Excel format

   By imchipbrown, November 12, 2019
   • 2 replies
   • 3.3k views
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   • FPGuy
   • November 14, 2019

9. required minimum distributions

   By Egold, January 9, 2021
   • 2 replies
   • 541 views
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   • pensiongeek
   • January 28, 2021

10. Top Heavy Plan

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

11. Required Minimum Distribution?

    By Jilliandiz, December 8, 2003
    • 2 replies
    • 1.4k views
    • 
    • jaemmons
    • December 8, 2003

12. splitting one plan into two... in the same asset contract?

    By AlbanyConsultant, July 31, 2019
    • 2 replies
    • 775 views
    • 
    • chc93
    • July 31, 2019

13. MPP minimum funding req. vs max annual addition

    By Guest dinkin1973, April 24, 2003
    • 2 replies
    • 979 views
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    • david rigby
    • April 24, 2003

14. Controlled Group Change - New Company - New Plan timing

    By Lou S., December 11, 2017
    • 2 replies
    • 788 views
    • 
    • Lou S.
    • December 13, 2017

15. Can I start filing a 5500EZ?

    By RayJJohnsonJr, October 19, 2017
    • 2 replies
    • 456 views
    • 
    • RayJJohnsonJr
    • November 9, 2017

16. Employee in Two Plans

    By DP, December 29, 2003
    • 2 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • December 29, 2003

17. Records retention

    By dmwe, August 16, 2007
    • 2 replies
    • 1k views
    • 
    • dmwe
    • August 16, 2007

18. Participant 404a fee disclosures

    By Belgarath, July 24, 2012
    • 2 replies
    • 1.1k views
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    • ESOP Guy
    • July 24, 2012

19. SAR for one-participant plans

    By cpc0506, September 23, 2015
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • September 24, 2015

20. Maximizing Retirement Plan Contributions

    By scarabrad, January 5, 2012
    • 2 replies
    • 992 views
    • 
    • scarabrad
    • January 5, 2012

21. Fees to terminated participants

    By KateSmithPA, June 25, 2001
    • 2 replies
    • 1.4k views
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    • Kirk Maldonado
    • June 26, 2001

22. Top Heavy Contribution to Frozen DC Plan

    By chris, April 24, 2003
    • 2 replies
    • 1.9k views
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    • Mike Preston
    • April 29, 2003

23. Is an employee entitled to a plan contribution based on disability pay that is not included on the Employer's W-2?

    By katieinny, January 21, 2004
    • 2 replies
    • 994 views
    • 
    • katieinny
    • January 21, 2004

24. ISA Party-in-Interest ?

    By lupacexi, October 20, 2017
    • 2 replies
    • 664 views
    • 
    • david rigby
    • October 20, 2017

25. Form 5500 Question 22a, b, & c

    By pbarrett, September 23, 1999
    • 2 replies
    • 1.5k views
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    • Guest
    • September 26, 1999

26. May vesting service (with 1,000 hours) be granted on the date of termi

    By John A, July 18, 2002
    • 2 replies
    • 2.1k views
    • 
    • E as in ERISA
    • July 23, 2002

27. NRA <65

    By Belgarath, June 15, 2007
    • 2 replies
    • 1.4k views
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    • BTG
    • June 15, 2007

28. sub s as comp

    By ombskid, August 2, 2013
    • 2 replies
    • 1.1k views
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    • ombskid
    • August 2, 2013

29. Loan-Out Company

    By §#$%!, October 25, 2016
    • 2 replies
    • 941 views
    • 
    • K2retire
    • October 26, 2016

30. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller, June 23, 2021
    • 2 replies
    • 714 views
    • 
    • BG5150
    • June 24, 2021

31. Successor Trustees - Said NO

    By Guest cmckinney, December 21, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 17, 2009

32. Timing for Irs Audits of 401k Plans-your experience

    By Floridaattorney, May 8, 2013
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • May 9, 2013

33. 5500 Filing Exemption

    By Guest JROSSITTER, November 6, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 14, 1998

34. Guild Plan Adjustments

    By Dougsbpc, June 13, 2024
    • 2 replies
    • 785 views
    • 
    • Dougsbpc
    • June 14, 2024

35. 401(k) Profit Share Plan Eligibility

    By Guest joe s, October 30, 2002
    • 2 replies
    • 1.3k views
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    • wmyer
    • October 30, 2002

36. UBTI

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

37. ERISA Penalty under 511- who gets paid

    By CassandraS, August 2, 2013
    • 2 replies
    • 1.5k views
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    • CassandraS
    • August 2, 2013

38. Differing opinion on Q about vesting computation period for short plan

    By John A, September 28, 1999
    • 2 replies
    • 2.5k views
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    • John A
    • September 28, 1999

39. Excluding union employees

    By Guest JMN, May 26, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 26, 2010

40. Fees payable by the Plan?

    By Guest Lorne Dauenhauer, November 17, 1998
    • 2 replies
    • 2.1k views
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    • david shipp
    • November 19, 1998

41. Question re allocation formula in money purchase plan

    By Guest Gibson, December 12, 2000
    • 2 replies
    • 1.7k views
    • 
    • rcline46
    • December 13, 2000

42. Vesting schedule that starts at 20% in the third year still acceptable?

    By Guest Enda80, March 5, 2009
    • 2 replies
    • 907 views
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    • J Simmons
    • March 5, 2009

43. Multiple Employer Plans - need the quick low down

    By HarleyBabe, October 16, 2012
    • 2 replies
    • 1.2k views
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    • MoJo
    • October 17, 2012

44. Looking for list of factors other than cost that a plan sponsor should

    By Richard Anderson, July 12, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 13, 2000

45. Money Purchase amendmed to PS w/ 401(k)

    By R. Butler, July 21, 2005
    • 2 replies
    • 1.2k views
    • 
    • R. Butler
    • July 21, 2005

46. Alternative payments to single life annuity

    By Guest Donald L, April 29, 2010
    • 2 replies
    • 990 views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2010

47. Controlled Group - Offer of Benefits

    By waid10, August 23, 2023
    • 2 replies
    • 1.3k views
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    • Roycal
    • August 25, 2023

48. Asset Sale

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

49. Using Non Recourse Loans to buy assets in a IRA account

    By Guest Presbyterian, July 17, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 18, 2007

50. 8955-SSAs for defaulted loans

    By Cynchbeast, August 4, 2013
    • 2 replies
    • 1.3k views
    • 
    • Cynchbeast
    • August 5, 2013