Retirement Plans in General

5,753 topics in this forum

1. IRS Determination Letters

   By J Simmons, January 12, 2010
   • 2 replies
   • 1.5k views
   • 
   • J Simmons
   • January 12, 2010

2. Successor Plan when Previous Plan is TH

   By BG5150, September 13, 2018
   • 2 replies
   • 570 views
   • 
   • C. B. Zeller
   • September 13, 2018

3. Special Provisions for New Hire

   By Guest pension222, March 25, 2002
   • 2 replies
   • 1.5k views
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   • Guest
   • March 26, 2002

4. payout without settlement agreement

   By Guest JD698, March 29, 2004
   • 2 replies
   • 1.5k views
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   • Harwood
   • March 29, 2004

5. US Customs Abuse!

   By Guest sponger42, June 21, 2007
   • 2 replies
   • 2k views
   • 
   • Guest
   • June 22, 2007

6. QLAC (Qualified Longevity Annuity Contract)

   By Rai401k, November 23, 2015
   • 2 replies
   • 1.1k views
   • 
   • mbozek
   • December 1, 2015

7. Sale of plan sponsor; owners are paid through a management company

   By Earl, February 14, 2017
   • 2 replies
   • 451 views
   • 
   • ETA Consulting LLC
   • February 15, 2017

8. changing address for TIN?

   By AlbanyConsultant, November 24, 2020
   • 2 replies
   • 490 views
   • 
   • Belgarath
   • November 24, 2020

9. early withdrawal

   By Guest OngM, January 28, 2001
   • 2 replies
   • 3.8k views
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   • Guest
   • April 19, 2002

10. retirement distribution after divorce and remarriage

    By mxc, September 5, 2016
    • 2 replies
    • 4.1k views
    • 
    • Alex Jhon
    • May 29

11. Any way to escape RMD?

    By Jakyasar, October 30, 2023
    • 2 replies
    • 883 views
    • 
    • Jakyasar
    • October 30, 2023

12. Revisiting combo plan and top heavy issue

    By Jakyasar, May 21
    • 2 replies
    • 3.2k views
    • 
    • Jakyasar
    • May 21

13. Eligibility in US plan with foreign divisions.

    By dmb, February 16, 2001
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • February 16, 2001

14. Conversion process, trades and overdrafts

    By MoJo, December 3, 2004
    • 2 replies
    • 1.3k views
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    • MoJo
    • December 3, 2004

15. This smells bad.

    By No Name, April 8, 2005
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 8, 2005

16. If an employer has different plans (the same employer, I must specify); say for example, a

    By Guest Enda80, December 25, 2008
    • 2 replies
    • 830 views
    • 
    • david rigby
    • December 27, 2008

17. What laws must a retirement plan amend for after 12/31/2006? What provisions of the Pension Protection Act of 2006 must one amend for after 12/31/2006

    By Guest Enda80, May 25, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 26, 2009

18. new plan and eligibility

    By Tom Poje, March 15, 2011
    • 2 replies
    • 866 views
    • 
    • Tom Poje
    • March 15, 2011

19. Affiliated Group?

    By Guest J Samuelson, October 26, 1999
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • November 10, 1999

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

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

21. Pooled acct in Partic-directed plan

    By BG5150, September 29, 2020
    • 2 replies
    • 480 views
    • 
    • ESOP Guy
    • September 29, 2020

22. Acceleration of EGTRRA Limits

    By Guest sdolce, August 29, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 7, 2001

23. Paying sanction penalties with plan assets

    By Guest Enda80, December 25, 2008
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • December 29, 2008

24. Salary Deferral for Small Business employee/shareholders?

    By Guest mark, September 24, 1998
    • 2 replies
    • 2.6k views
    • 
    • Lorraine Dorsa
    • October 9, 1998

25. Protected Benefit?

    By Guest bobolink, August 20, 2009
    • 2 replies
    • 969 views
    • 
    • Guest
    • August 20, 2009

26. 5500 statute of limitations

    By ESOP Guy, February 25, 2014
    • 2 replies
    • 2.8k views
    • 
    • Flyboyjohn
    • February 25, 2014

27. Is a Top Heavy contribution subject to coverage rules?

    By BG5150, December 7, 2022
    • 2 replies
    • 535 views
    • 
    • Bri
    • December 8, 2022

28. RMD tables - can I pick which one?

    By Jakyasar, October 31, 2023
    • 2 replies
    • 716 views
    • 
    • Jakyasar
    • October 31, 2023

29. 1000 rule with two years of service apply?

    By Cathy from Chicago, March 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 8, 2001

30. SCP amendment for early inclusion otherwise ineligible person

    By Cynchbeast, May 6, 2016
    • 2 replies
    • 966 views
    • 
    • Cynchbeast
    • May 6, 2016

31. Affiliated Service Group

    By Guest L TURNER, November 10, 1999
    • 2 replies
    • 1.5k views
    • 
    • Richard Anderson
    • November 14, 1999

32. 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

33. PPA Vesting

    By mming, March 26, 2007
    • 2 replies
    • 1.3k views
    • 
    • Peanut Butter Man
    • March 30, 2007

34. After-Tax Employee Contributions Money Purchase

    By Madison71, January 12, 2010
    • 2 replies
    • 1.6k views
    • 
    • Madison71
    • January 12, 2010

35. Quick Controlled Group Question

    By Guest Beavis, January 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dave Baker
    • January 9, 1999

36. Timing of Amendment's Adoption and Effective Dates

    By mming, January 10, 2001
    • 2 replies
    • 1.8k views
    • 
    • mming
    • January 11, 2001

37. Exclusive Benefit Rule

    By Guest TroyRiley, June 2, 2005
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • June 3, 2005

38. HCE waiver

    By Santo Gold, January 31, 2006
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • January 31, 2006

39. FIDUCIARY BONDING

    By Guest elizabeth, January 11, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 12, 1999

40. RMD start date

    By Cynchbeast, March 10, 2020
    • 2 replies
    • 708 views
    • 
    • Larry Starr
    • March 10, 2020

41. 1065 Schedule K-1

    By Belgarath, January 4, 2022
    • 2 replies
    • 438 views
    • 
    • Belgarath
    • January 5, 2022

42. Beneficiary Designation Form - does it have to be notarized?

    By truphao, September 1, 2024
    • 2 replies
    • 1.7k views
    • 
    • truphao
    • September 1, 2024

43. Notice of intent to levy

    By Guest lustig, November 2, 2005
    • 2 replies
    • 2.2k views
    • 
    • WDIK
    • November 2, 2005

44. GUST Deadline

    By ljr, August 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • August 28, 2003

45. QDRO distributions & top heavy determination

    By Guest jim williams, January 31, 2006
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • February 1, 2006

46. DOL investigations

    By K2retire, March 10, 2016
    • 2 replies
    • 925 views
    • 
    • K2retire
    • March 10, 2016

47. Transfer to Qualified Replacement Plan (QRP) - subject to QJSA?

    By Jakyasar, September 6, 2021
    • 2 replies
    • 1.3k views
    • 
    • Jakyasar
    • September 6, 2021

48. one person money purchase

    By Guest Toni Sorenson, November 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • Dave Baker
    • November 18, 1999

49. How to handle fee changes with the change of TPA?

    By JustMe, January 20, 2021
    • 2 replies
    • 693 views
    • 
    • RatherBeGolfing
    • January 21, 2021

50. Failure to Operate in Compliance with Terms of 401(a) Qualified Plan

    By Guest BenefitsAttyDC, May 5, 2010
    • 2 replies
    • 933 views
    • 
    • Guest
    • May 6, 2010