Retirement Plans in General

5,753 topics in this forum

1. MEP

   By thepensionmaven, October 18, 2016
   • 4 replies
   • 1.1k views
   • 
   • Below Ground
   • October 21, 2016

2. MEP - forcing out a member that severed the relationship with the sponsor?

   By AlbanyConsultant, February 1, 2024
   • 0 replies
   • 432 views
   • 
   • AlbanyConsultant
   • February 1, 2024

3. MEP - Testing question - 1st year with NHCE in participating employer

   By Megandps, August 29, 2024
   • 1 reply
   • 705 views
   • 
   • Bri
   • August 29, 2024

4. MEP - waiver of eligibility requirements when joining

   By AlbanyConsultant, March 20, 2024
   • 0 replies
   • 523 views
   • 
   • AlbanyConsultant
   • March 20, 2024

5. MEP and Real Estate Firms

   By Below Ground, April 4
   • 2 replies
   • 2.8k views
   • 
   • Below Ground
   • April 7

6. MEP resources

   By AlbanyConsultant, September 15, 2023
   • 0 replies
   • 514 views
   • 
   • AlbanyConsultant
   • September 15, 2023

7. MEP situation - one of the more bizarre situations I've encountered

   By Belgarath, September 4
   • 4 replies
   • 3.7k views
   • 
   • Artie M
   • September 4

8. Merge Qual Replacement plan into new DB

   By shERPA, July 28, 2016
   • 3 replies
   • 787 views
   • 
   • shERPA
   • July 28, 2016

9. Merged companies that split

   By eilano, November 19, 2003
   • 0 replies
   • 922 views
   • 
   • eilano
   • November 19, 2003

10. Merger and Acquisitions and the Bad Apple Rule

    By SEM, October 22, 2020
    • 14 replies
    • 2.4k views
    • 
    • Luke Bailey
    • October 28, 2020

11. Merger and Partial Plan Termination

    By PMC, November 6, 2001
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • November 7, 2001

12. Mergers and GUST

    By Guest slt, August 30, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 30, 2001

13. Merging Money Purchase Plan into Profit Sharing Plan

    By Guest Ottrose, April 14, 2004
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • April 15, 2004

14. Merging money purchase plans into 401(k) or profit-sharing plans

    By Guest Enda80, April 19, 2008
    • 3 replies
    • 6.2k views
    • 
    • K2retire
    • February 8, 2012

15. Merging Plans

    By Guest scottcal, May 24, 2007
    • 6 replies
    • 3.2k views
    • 
    • Earl
    • December 20, 2007

16. Merging plans with prohibited loan

    By Guest moosegirl, November 12, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • November 19, 2003

17. Merging two plans

    By Guest cascigm, April 30, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • May 2, 1999

18. Merging two Profit Sharing Plans - one with union employees

    By Guest terric, February 14, 2005
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • February 14, 2005

19. Merry Christmas and Happy Holidays to all.

    By jevd, December 24, 2003
    • 3 replies
    • 1.1k views
    • 
    • joel
    • December 24, 2003

20. Mess acquired from prior TPA

    By Cynchbeast, September 20, 2015
    • 4 replies
    • 947 views
    • 
    • hr for me
    • September 21, 2015

21. Mid Year Change in Entity (SP to S-Corp)

    By BrownTrout, February 10, 2020
    • 6 replies
    • 1.7k views
    • 
    • Larry Starr
    • February 11, 2020

22. Mid year entry

    By ombskid, September 23, 2015
    • 6 replies
    • 1.1k views
    • 
    • ombskid
    • September 24, 2015

23. Might it make sense to omit a cash-out provision?

    By Peter Gulia, February 22, 2022   

    • cash-out
    • 5 replies
    • 1k views
    • 
    • CuseFan
    • February 23, 2022

24. Military Leave and a Plan that requires Mandatory Contributions

    By Guest MikeD, February 10, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 10, 2006

25. Military Leave Prior to USERRA Enactment

    By waid10, June 29, 2005
    • 0 replies
    • 1k views
    • 
    • waid10
    • June 29, 2005

26. Military Service

    By Belgarath, October 1, 2020
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • October 9, 2020

27. Minimum Coverage

    By Guest Star Seeker, October 18, 2001
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • October 18, 2001

28. Minimum contribution requirement for a top-heavy plan and forfeitures

    By Guest PaulaRafferty, September 16, 2004
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • September 16, 2004

29. Minimum Distribution Rules. Why?

    By KIP KRAUS, February 16, 2001
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • February 20, 2001

30. Minimum Funding when last day rqmt. and services cease during year.

    By Guest chris4013, October 20, 2004
    • 17 replies
    • 2.2k views
    • 
    • No Name
    • October 29, 2004

31. Minimum Gateway Contribution

    By MarZDoates, December 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • December 2, 2004

32. Minimum loan rate

    By Cynchbeast, June 4, 2015
    • 5 replies
    • 1.8k views
    • 
    • ESOP Guy
    • June 6, 2015

33. Minimum Required Distribution beginning date

    By Guest rslagle224, May 2, 2003
    • 1 reply
    • 918 views
    • 
    • Mike Preston
    • May 3, 2003

34. Minimum wage questions; Minimum wage questions; what age does a person have to reach to get covered by minimum wage, and do some states have mandatory

    By Guest Enda80, October 25, 2008
    • 1 reply
    • 783 views
    • 
    • GBurns
    • October 25, 2008

35. Minor kids result in the 80% test being met, but what about 50% test?

    By katieinny, January 21, 2014   

    • Doesnt seem right.
    • 5 replies
    • 956 views
    • 
    • katieinny
    • January 22, 2014

36. Mis-reporting deductions on tax return

    By Cynchbeast, May 28, 2013
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • May 28, 2013

37. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I, December 22, 2023
    • 1 reply
    • 665 views
    • 
    • RatherBeGolfing
    • December 23, 2023

38. Misrepresentation of marital status-what are the sponsor's responsibilities?

    By AndyH, October 13, 2004
    • 12 replies
    • 5.6k views
    • 
    • david rigby
    • October 14, 2004

39. Missed amendments

    By chris, June 1, 2001
    • 1 reply
    • 1.3k views
    • 
    • Medusa
    • June 1, 2001

40. Missed blackout notice

    By Santo Gold, November 25, 2024
    • 4 replies
    • 2.3k views
    • 
    • Santo Gold
    • November 26, 2024

41. Missed Employer Contribution Allocation

    By Dougsbpc, October 10, 2022
    • 2 replies
    • 730 views
    • 
    • Lou S.
    • October 10, 2022

42. missed March 16 deduction due date

    By B21, March 21, 2020
    • 4 replies
    • 925 views
    • 
    • Larry Starr
    • March 23, 2020

43. Missed Profit Sharing Contribution and Calculations

    By 401kAllTheWay, January 16, 2023
    • 1 reply
    • 993 views
    • 
    • Bri
    • January 17, 2023

44. Missed RMD for 2018

    By Cynchbeast, January 15, 2019
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • January 16, 2019

45. Missed RMD's - IRS waiver of penalties

    By Belgarath, October 28, 2015
    • 9 replies
    • 4.1k views
    • 
    • Tom Poje
    • November 4, 2015

46. Missing 1099-R

    By thepensionmaven, June 11, 2024
    • 3 replies
    • 1.1k views
    • 
    • thepensionmaven
    • June 12, 2024

47. Missing 5500 Forms - waiver of penalty - what is IRS typical response?

    By Lynn Campbell, March 25, 2000
    • 1 reply
    • 1.8k views
    • 
    • Kirk Maldonado
    • March 26, 2000

48. Missing Beneficiaries

    By Guest B Husani, November 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 30, 1999

49. Missing Beneficiary

    By chris, July 19, 2005
    • 0 replies
    • 1.1k views
    • 
    • chris
    • July 19, 2005

50. Missing Documents? Idea's?

    By Erik Read, January 3, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • January 8, 2002