Retirement Plans in General

5,753 topics in this forum

1. Mandatory Employee Contributions

   By Guest long, July 8, 2004
   • 3 replies
   • 2.4k views
   • 
   • mbozek
   • July 9, 2004

2. Mandatory Employee Contributions - MPP - opt out?

   By Trekker, February 26, 2014
   • 3 replies
   • 1.5k views
   • 
   • masteff
   • February 26, 2014

3. Mandatory Employee contributions to Money Purchase Plan

   By Belgarath, June 19, 2017
   • 11 replies
   • 4.9k views
   • 
   • Ben Jensen
   • October 31, 2024

4. Mandatory Employee Contributions to MPP Plan

   By Guest long, December 31, 2004
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • January 4, 2005

5. Mandatory Employee Contributions under section 401(m)

   By buckaroo, June 17, 2009
   • 10 replies
   • 3.2k views
   • 
   • J Simmons
   • June 18, 2009

6. Mandatory Roth catch-up in 2026

   By Belgarath, May 8
   • 3 replies
   • 3.6k views
   • 
   • Belgarath
   • May 8

7. Mandatory Withholding Requirement Floor

   By JOH, September 16, 2021
   • 4 replies
   • 987 views
   • 
   • BG5150
   • September 16, 2021

8. Manulife or Hartford Interface

   By Guest TrustMe401k, March 9, 2000
   • 0 replies
   • 2.4k views
   • 
   • Guest
   • March 9, 2000

9. Marital status uncertain at death

   By Cynchbeast, August 8, 2017
   • 10 replies
   • 4.8k views
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   • Cynchbeast
   • August 14, 2017

10. Mark Dray's letter to IRS about timing of CRA amendment

    By Dave Baker, September 24, 2002
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • September 25, 2002

11. Market value of Israel Bonds

    By eilano, April 9, 2003
    • 0 replies
    • 1.2k views
    • 
    • eilano
    • April 9, 2003

12. Maryland Social Security Number Privacy Act

    By stephen, February 8, 2006
    • 4 replies
    • 3.9k views
    • 
    • E as in ERISA
    • February 8, 2006

13. Mass Marriage Law and ERISA

    By mwyatt, July 7, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 7, 2006

14. Mass-Submitter v. Non-Mass Submitter

    By Guest jcarlos, September 28, 2005
    • 5 replies
    • 2.2k views
    • 
    • WDIK
    • September 29, 2005

15. Massachusetts new tax on employer contributions??

    By WCC, July 26, 2024
    • 3 replies
    • 2.3k views
    • 
    • WCC
    • July 26, 2024

16. Massachusetts Schools Pension Plan for non teacher employees

    By Egold, April 6, 2022
    • 2 replies
    • 657 views
    • 
    • Peter Gulia
    • April 6, 2022

17. Master Custodian Request for Proposal

    By Guest Jhagan, November 6, 2002
    • 0 replies
    • 4k views
    • 
    • Guest
    • November 6, 2002

18. Master Lists for Prototype Plans

    By katieinny, May 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • May 13, 2003

19. Master Trust

    By Guest genfre, May 29, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 29, 1999

20. Master Trust vs. Comingled Trust

    By TPATC, July 27, 2001
    • 3 replies
    • 5.1k views
    • 
    • Guest
    • August 11, 2001

21. Match and locations

    By S- Milwaukee, May 24, 2016   

    • match
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • May 24, 2016

22. Matching Contribution Adjustment

    By mjf06241972, November 12, 2019
    • 1 reply
    • 541 views
    • 
    • ratherbereading
    • November 12, 2019

23. Matching Contribution Timing

    By mjf06241972, December 9, 2020
    • 2 replies
    • 516 views
    • 
    • MWeddell
    • December 14, 2020

24. Matz v Household

    By Belgarath, November 12, 2004
    • 0 replies
    • 1.4k views
    • 
    • Belgarath
    • November 12, 2004

25. max compensation for points allocation

    By M Norton, April 25, 2011
    • 6 replies
    • 1.1k views
    • 
    • ESOP Guy
    • April 25, 2011

26. Max dc contribution in separate plans

    By Guest Lil Anderson, October 12, 2006
    • 7 replies
    • 1.9k views
    • 
    • Below Ground
    • October 13, 2006

27. Max Employer Contribution Limit

    By mjf06241972, September 14, 2020
    • 1 reply
    • 609 views
    • 
    • Lou S.
    • September 14, 2020

28. Maximizing Retirement Plan Contributions

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

29. Maximum EE contributions

    By Guest Charlie, September 13, 2001
    • 3 replies
    • 1.4k views
    • 
    • actuarysmith
    • September 13, 2001

30. Maximum employer contribution limit

    By Guest Peggy806, May 17, 2011
    • 1 reply
    • 875 views
    • 
    • SheilaD
    • May 17, 2011

31. Maximum Excess Allowance Greater than 5.7%

    By Guest gmag00, September 23, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 24, 2008

32. maximum service requirement

    By AndyH, July 10, 2003
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • July 11, 2003

33. May a foreign entity establish a 401(k) plan for its USC employees emp

    By Guest W J Parks, November 17, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 17, 2000

34. May a military make-up deferral be a Roth deferral?

    By Peter Gulia, February 16, 2023   

    • userra
    • 2 replies
    • 643 views
    • 
    • Peter Gulia
    • February 17, 2023

35. May a Money Purchase Plan Condition Contributions on an Employee Compl

    By Guest Edward McElroy, April 14, 1999
    • 1 reply
    • 1.3k views
    • 
    • Chester
    • April 14, 1999

36. May A Plan Require A Participant To Be Employed On A Day Other Than Th

    By Guest Edward McElroy, December 30, 1998
    • 5 replies
    • 1.5k views
    • 
    • Wessex
    • January 28, 1999

37. May a plan restrict distributions to direct-deposit?

    By Peter Gulia, May 3, 2019
    • 17 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 14, 2019

38. May a plan restrict who is an acceptable witness for a spouse’s consent?

    By Peter Gulia, December 30, 2022
    • 5 replies
    • 1.3k views
    • 
    • Peter Gulia
    • January 1, 2023

39. May a plan’s administrator ignore a participant’s trust document?

    By Peter Gulia, April 11, 2017   

    • 401(a)(9)
    • 7 replies
    • 1k views
    • 
    • Mike Preston
    • April 13, 2017

40. May a plan’s assets be used to pay a credit to a participant’s account if she persuades a coworker to join the plan?

    By Peter Gulia, April 15, 2016   

    • exclusive benefit;
    • 18 replies
    • 1.3k views
    • 
    • movedon
    • April 20, 2016

41. May a Qualified Termination Administrator wind up a portion of a retirement plan?

    By Peter Gulia, November 5, 2020   

    • qta; abandoned
    • 1 reply
    • 442 views
    • 
    • Peter Gulia
    • November 10, 2020

42. May an LLC establish the Equivalent of a Stock Option Plan

    By Guest McElroy, July 5, 2000
    • 2 replies
    • 1.9k views
    • 
    • IRC401
    • July 9, 2000

43. May plan reference elapsed time regulations?

    By Guest tonjer, October 23, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 23, 2002

44. May the cost to file for the plan's INITIAL IRS determination letter b

    By Guest Donna Lee, May 27, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 27, 2001

45. 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

46. Mechanics of CARES loans

    By Cynchbeast, September 11, 2020
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • September 14, 2020

47. Medicare tax for high earners

    By K2retire, April 16, 2013
    • 7 replies
    • 1.3k views
    • 
    • My 2 cents
    • February 24, 2014

48. Member leaves CG--(partial) plan term?

    By BG5150, April 14, 2022
    • 6 replies
    • 989 views
    • 
    • BG5150
    • April 18, 2022

49. Memory check - plans with both union and non-union employees

    By Belgarath, April 2
    • 4 replies
    • 2.8k views
    • 
    • Belgarath
    • April 3

50. Memory check - rate group testing

    By Belgarath, June 16, 2016
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • June 16, 2016