Retirement Plans in General

5,753 topics in this forum

1. Loan Terms

   By zimbo, August 5, 2008
   • 2 replies
   • 966 views
   • 
   • zimbo
   • August 6, 2008

2. Loan to owner

   By Bird, December 17, 2010
   • 4 replies
   • 1.1k views
   • 
   • Bird
   • December 18, 2010

3. Loan transferred to qualified replacement plan (QRP)

   By Jakyasar, February 22, 2021
   • 5 replies
   • 560 views
   • 
   • Jakyasar
   • February 26, 2021

4. Loan-Out Company

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

5. Loans - Florida Stamp Tax

   By 52626, May 17, 2019
   • 8 replies
   • 5.3k views
   • 
   • Kphelps
   • July 10, 2019

6. Loans and IRS audit

   By Cynchbeast, October 21, 2013
   • 2 replies
   • 1.1k views
   • 
   • shERPA
   • October 21, 2013

7. Loans and withdrawals

   By Cynchbeast, June 6, 2014
   • 11 replies
   • 1.6k views
   • 
   • ESOP Guy
   • June 10, 2014

8. Loans for Hardship

   By msmith, January 31, 2017
   • 14 replies
   • 1k views
   • 
   • msmith
   • February 3, 2017

9. Loans for sole proprietorship

   By Cynchbeast, July 27, 2014
   • 4 replies
   • 1.2k views
   • 
   • Belgarath
   • July 30, 2014

10. Loans from Profit Sharing Plan

    By Chippy, April 29, 2021
    • 8 replies
    • 981 views
    • 
    • Luke Bailey
    • April 30, 2021

11. Loans in Keogh Plans

    By Guest Denise Prince, August 20, 1999
    • 3 replies
    • 2.6k views
    • 
    • Dave Baker
    • August 25, 1999

12. Local church or National Association the employer of the minsiter

    By R. Butler, August 20, 2014
    • 1 reply
    • 704 views
    • 
    • R. Butler
    • August 20, 2014

13. Locating Missing or Deceased Participants of a Plan - Locator Services

    By DMincevich, July 24, 2023
    • 3 replies
    • 1.3k views
    • 
    • Pam Shoup
    • July 26, 2023

14. Locating Missing Participants

    By Guest Liz Mikkelson, April 20, 1999
    • 4 replies
    • 1.9k views
    • 
    • J. Bringhurst
    • November 21, 2000

15. Location Of IRS Notices

    By Chester, February 26, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 4, 1999

16. Long Lost Dead Participant - what to do next?

    By ldr, January 28, 2020   

    • death benefit
    • missing participant
    • 21 replies
    • 2.7k views
    • 
    • Kevin C
    • January 31, 2020

17. Longevity Annuities

    By Earl, August 26, 2015
    • 0 replies
    • 645 views
    • 
    • Earl
    • August 26, 2015

18. Looking for a sample ERISA 101(d) notice

    By Lynn Campbell, May 4, 2004
    • 0 replies
    • 1.9k views
    • 
    • Lynn Campbell
    • May 4, 2004

19. Looking for an old EGTRRA Opinion Letter

    By jeff77, August 28, 2020
    • 0 replies
    • 516 views
    • 
    • jeff77
    • August 28, 2020

20. 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

21. Looking for old Revenue Ruling 80-155

    By justanotheradmin, June 26, 2019
    • 6 replies
    • 2.9k views
    • 
    • Peter Gulia
    • June 28, 2019

22. Looking for Sample Interim Distribution Policy for Pooled DC Plan

    By OR-ERISA, July 31, 2020
    • 2 replies
    • 955 views
    • 
    • OR-ERISA
    • August 3, 2020

23. Loss of Coverage during 1035 Exchange?

    By NexusBenefit, January 5, 2017   

    • life insurance
    • 1035
    • (and 1 more)

      Tagged with:

      • life insurance
      • 1035
      • 1035 exchange
    • 0 replies
    • 382 views
    • 
    • NexusBenefit
    • January 5, 2017

24. Lost participants

    By Santo Gold, November 23, 2022
    • 10 replies
    • 1.4k views
    • 
    • ESOP Guy
    • December 2, 2022

25. LOST PARTICIPANTS

    By Guest elizabeth, January 11, 1999
    • 5 replies
    • 2.3k views
    • 
    • flosfur
    • November 14, 2000

26. Lost participants - any obligation to find them just to provide SAR, S

    By AndyH, October 19, 2000
    • 0 replies
    • 1.5k views
    • 
    • AndyH
    • October 19, 2000

27. Lost participants and sending SPD, SAR, etc...

    By BG5150, December 1, 2021
    • 4 replies
    • 841 views
    • 
    • Peter Gulia
    • December 3, 2021

28. Lost Plan Document

    By Sky Kurlbaum, August 8, 2017   

    • lost
    • plan
    • (and 2 more)

      Tagged with:

      • lost
      • plan
      • document
      • missing
    • 9 replies
    • 1.6k views
    • 
    • Sky Kurlbaum
    • August 16, 2017

29. Lost Spouse

    By Guest StargazerL81, June 9, 2003
    • 1 reply
    • 1.5k views
    • 
    • Harwood
    • June 9, 2003

30. Louisiana Disaster Relief (Francine)

    By roy819, October 1, 2024
    • 1 reply
    • 793 views
    • 
    • xabana
    • October 3, 2024

31. LTPT - eligibility period

    By Santo Gold, April 26, 2024
    • 3 replies
    • 760 views
    • 
    • Santo Gold
    • April 30, 2024

32. LTPT question

    By pmacduff, April 24, 2023
    • 2 replies
    • 820 views
    • 
    • pmacduff
    • June 14, 2023

33. LTPT rules under Secure 2.0

    By BG5150, January 5, 2023
    • 20 replies
    • 2.6k views
    • 
    • Gadgetfreak
    • January 30, 2023

34. Lump sum

    By Nothappy64, March 31, 2020
    • 5 replies
    • 810 views
    • 
    • Mike Preston
    • April 2, 2020

35. Lump Sum Availability

    By Guest Scorpionpenn, April 19, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 21, 2003

36. Lump Sum Distribution - Employer Securities

    By Buckoosier, February 9, 2017
    • 1 reply
    • 482 views
    • 
    • david rigby
    • February 9, 2017

37. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds, April 22, 2024
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • April 22, 2024

38. lump Sum distributions - switching from the 30 yr treasury to a (higher)corporate bond rate. Could this happen suddenly if passed by Congress? Or faze in?

    By Guest Scorpionpenn, October 10, 2003
    • 12 replies
    • 1.8k views
    • 
    • mwyatt
    • October 17, 2003

39. Madoff

    By Belgarath, January 7, 2009
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • January 9, 2009

40. Maintaining Life Insurance for Terminated Participants

    By LANDO, December 21, 2022
    • 3 replies
    • 925 views
    • 
    • Bill Presson
    • December 27, 2022

41. Making up fees assessed to participants

    By jquazza, November 16, 2010
    • 8 replies
    • 1.3k views
    • 
    • Peter Gulia
    • November 18, 2010

42. Malware Alert bogus emails

    By ConnieStorer, February 2, 2021
    • 1 reply
    • 282 views
    • 
    • Bird
    • February 2, 2021

43. Management ASG

    By Guest djsimonetti, March 15, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 15, 1999

44. Management Company/Affiliated Service Group Rules

    By Guest Michael J. Sievert, CFP, September 20, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 22, 1999

45. Management Function Group

    By eilano, March 22, 2004
    • 0 replies
    • 931 views
    • 
    • eilano
    • March 22, 2004

46. Management Functions Definition

    By Floridaattorney, June 24, 2013
    • 5 replies
    • 1.4k views
    • 
    • K2retire
    • June 26, 2013

47. Management Group 414(m)(5)

    By CNB CONSULTING, July 5, 2022
    • 9 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 7, 2022

48. Mandated Endorsements Under EGTRRA and ERTA

    By WDIK, March 9, 2006
    • 9 replies
    • 2.3k views
    • 
    • WDIK
    • March 13, 2006

49. Mandatory distributions - jumping directly from $1,000 to $7,000

    By Belgarath, February 13, 2024
    • 6 replies
    • 3.3k views
    • 
    • RatherBeGolfing
    • February 14, 2024

50. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath, December 14, 2016
    • 1 reply
    • 718 views
    • 
    • Belgarath
    • December 16, 2016