Retirement Plans in General

5,772 topics in this forum

1. LLCs paying other LLCs

   By Bri, August 28, 2019
   • 4 replies
   • 1k views
   • 
   • Luke Bailey
   • August 28, 2019

2. LLP "Income" for contribution calculation

   By thepensionmaven, August 14, 2018
   • 1 reply
   • 462 views
   • 
   • Larry Starr
   • August 14, 2018

3. Loan - should of been defaulted

   By Lou81, October 12, 2021   

   • loan default
   • 2 replies
   • 1k views
   • 
   • Lou81
   • October 14, 2021

4. Loan as investment in DB Plan

   By dmb, September 12, 2003
   • 5 replies
   • 1.1k views
   • 
   • mbozek
   • September 16, 2003

5. Loan Default

   By Doghouse, November 20, 2009
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • November 26, 2009

6. Loan default and deemed distribution

   By Cynchbeast, May 2, 2013
   • 6 replies
   • 1.9k views
   • 
   • BG5150
   • May 3, 2013

7. Loan Default due to Clerical Error

   By Cynchbeast, April 5, 2013
   • 0 replies
   • 1.1k views
   • 
   • Cynchbeast
   • April 5, 2013

8. Loan fees

   By rlb64, December 16, 2004
   • 0 replies
   • 914 views
   • 
   • rlb64
   • December 16, 2004

9. Loan in default

   By Earl, November 29, 2008
   • 10 replies
   • 1.8k views
   • 
   • Earl
   • December 2, 2008

10. Loan info

    By Guest DazedAndConfused, June 26, 2007
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • June 27, 2007

11. Loan Interest - 12%

    By 52626, February 5, 2016
    • 25 replies
    • 2.1k views
    • 
    • jpod
    • February 9, 2016

12. Loan Payments

    By Guest hobbes, June 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Leopurrd
    • June 15, 2006

13. Loan Processing Fee

    By chris, January 27, 2011
    • 8 replies
    • 1.6k views
    • 
    • Bill Presson
    • January 29, 2011

14. Loan Refinance

    By Guest tajcc, June 6, 2007
    • 10 replies
    • 3k views
    • 
    • masteff
    • June 11, 2007

15. Loan Terms

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

16. Loan to owner

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

17. Loan transferred to qualified replacement plan (QRP)

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

18. Loan-Out Company

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

19. Loans - Florida Stamp Tax

    By 52626, May 17, 2019
    • 8 replies
    • 5.4k views
    • 
    • Kphelps
    • July 10, 2019

20. Loans and IRS audit

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

21. Loans and withdrawals

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

22. Loans for Hardship

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

23. Loans for sole proprietorship

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

24. Loans from Profit Sharing Plan

    By Chippy, April 29, 2021
    • 8 replies
    • 1k views
    • 
    • Luke Bailey
    • April 30, 2021

25. Loans in Keogh Plans

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

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

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

27. 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

28. Locating Missing Participants

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

29. Location Of IRS Notices

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

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

    By ldr, January 28, 2020   

    • death benefit
    • missing participant
    • 21 replies
    • 2.8k views
    • 
    • Kevin C
    • January 31, 2020

31. Longevity Annuities

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

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

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

33. Looking for an old EGTRRA Opinion Letter

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

34. 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

35. Looking for old Revenue Ruling 80-155

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

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

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

37. 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
    • 402 views
    • 
    • NexusBenefit
    • January 5, 2017

38. Lost participants

    By Santo Gold, November 23, 2022
    • 10 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 2, 2022

39. LOST PARTICIPANTS

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

40. 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

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

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

42. Lost Plan Document

    By Sky Kurlbaum, August 8, 2017   

    • lost
    • plan
    • (and 2 more)

      Tagged with:

      • lost
      • plan
      • document
      • missing
    • 9 replies
    • 1.7k views
    • 
    • Sky Kurlbaum
    • August 16, 2017

43. Lost Spouse

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

44. Louisiana Disaster Relief (Francine)

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

45. LTPT - eligibility period

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

46. LTPT question

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

47. LTPT rules under Secure 2.0

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

48. Lump sum

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

49. Lump Sum Availability

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

50. Lump Sum Distribution - Employer Securities

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