Retirement Plans in General

5,753 topics in this forum

1. Missing Forms 945 per IRS

   By WDIK, January 6, 2022
   • 0 replies
   • 566 views
   • 
   • WDIK
   • January 6, 2022

2. Missing Participant

   By Guest Cbanarer, January 27, 1999
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • March 3, 1999

3. Missing Participant

   By Archimage, May 30, 2003
   • 3 replies
   • 1.2k views
   • 
   • Harwood
   • June 9, 2003

4. Missing Participant payouts - DOL FAB 2025-01

   By Belgarath, January 15
   • 6 replies
   • 2.9k views
   • 
   • Mike McWherter
   • January 17

5. missing participants

   By Peter Gulia, January 11, 2019
   • 12 replies
   • 2.6k views
   • 
   • TheBoxMan
   • December 21, 2020

6. Missing Participants

   By katieinny, November 7, 2002
   • 5 replies
   • 1.4k views
   • 
   • mbozek
   • November 22, 2002

7. Missing Participants

   By Archimage, December 19, 2003
   • 4 replies
   • 1.6k views
   • 
   • imchipbrown
   • December 19, 2003

8. Missing Participants

   By ERISAWiz, August 20, 2014
   • 6 replies
   • 1.4k views
   • 
   • SearchLight
   • August 20, 2014

9. Missing Participants - Statement Requirements

   By LANDO, March 4, 2016   

   • lost participant
   • missing participant
   • (and 1 more)

     Tagged with:

     • lost participant
     • missing participant
     • statement requirement
   • 5 replies
   • 819 views
   • 
   • My 2 cents
   • March 4, 2016

10. Missing Prior Approval Letter

    By Guest merlin, February 19, 2003
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • February 20, 2003

11. Missing Spouse -- pension withdrawal

    By Guest JD698, August 6, 2003
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • August 6, 2003

12. Mistake in Fact

    By Guest Hartnett123, April 30, 2004
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • May 1, 2004

13. Mistake made in amount paid out to terminated participant

    By Guest Suzanne Bernhardt, November 9, 2001
    • 5 replies
    • 2k views
    • 
    • R. Butler
    • November 9, 2001

14. mistake of fact

    By Belgarath, March 22, 2005
    • 6 replies
    • 2.4k views
    • 
    • Belgarath
    • March 23, 2005

15. Mistake of Fact/Return of Excess Contribution

    By J Simmons, July 16, 2008
    • 4 replies
    • 3.3k views
    • 
    • J Simmons
    • July 16, 2008

16. Mix and Match

    By J Simmons, December 29, 2008
    • 5 replies
    • 1.8k views
    • 
    • J Simmons
    • January 9, 2009

17. Model 204(h) Notice Under New Proposed Regs.

    By Christine Roberts, December 11, 2002
    • 0 replies
    • 2.4k views
    • 
    • Christine Roberts
    • December 11, 2002

18. Money Market Reform - Who Qualifies for Retail MMFs?

    By LANDO, January 25, 2016   

    • Money Markey Reform
    • 401(k) Plans
    • (and 1 more)

      Tagged with:

      • Money Markey Reform
      • 401(k) Plans
      • Retirement Plans
    • 0 replies
    • 732 views
    • 
    • LANDO
    • January 25, 2016

19. Money Purchase amendmed to PS w/ 401(k)

    By R. Butler, July 21, 2005
    • 2 replies
    • 1.2k views
    • 
    • R. Butler
    • July 21, 2005

20. money purchase assets rolled into an existing profit sharing plan

    By Guest Donna Neuhauser, January 14, 2004
    • 3 replies
    • 1.2k views
    • 
    • chris
    • January 15, 2004

21. Money purchase contribution dependent upon deferral to 403(b)

    By Belgarath, January 18, 2018
    • 6 replies
    • 837 views
    • 
    • Belgarath
    • January 19, 2018

22. Money Purchase Formula -> 100% of 401(k) Plan contributions?

    By KJohnson, March 29, 2000
    • 8 replies
    • 3.2k views
    • 
    • KJohnson
    • March 30, 2000

23. Money Purchase Funding Waiver

    By Guest rulesrulesrules, January 30, 2008
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • January 31, 2008

24. Money Purchase merge into Profit Sharing

    By Guest DavidB, September 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • davef
    • September 9, 1999

25. Money Purchase merger with 401(k) Profit Sharing

    By Dawn Hafner, September 21, 1998
    • 2 replies
    • 2.4k views
    • 
    • Dawn Hafner
    • September 30, 1998

26. Money Purchase Merger with Profit Sharing Plan

    By Guest KMP, March 19, 2004
    • 3 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • March 22, 2004

27. Money Purchase Minimum Funding

    By Guest ehayes, March 13, 2003
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • March 13, 2003

28. Money Purchase or Target plan deduction problem

    By Belgarath, April 8, 2009
    • 0 replies
    • 979 views
    • 
    • Belgarath
    • April 8, 2009

29. Money Purchase Pension Plan

    By Nassau, May 19, 2016
    • 1 reply
    • 1k views
    • 
    • david rigby
    • May 19, 2016

30. Money Purchase Pension Plans

    By Guest DDDAY, June 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • June 8, 2001

31. Money purchase plan

    By Guest JM123, February 17, 2013   

    • QJSA explanation
    • 3 replies
    • 958 views
    • 
    • Guest
    • February 18, 2013

32. Money Purchase Plan

    By doombuggy, February 13, 2004
    • 3 replies
    • 1.1k views
    • 
    • doombuggy
    • February 23, 2004

33. Money Purchase Plan - definitely determinable benefits under 1.401-1(b)

    By Belgarath, March 24, 2016
    • 1 reply
    • 641 views
    • 
    • Belgarath
    • March 31, 2016

34. Money Purchase Plan - restrictions on investments?

    By TaxLawyer1978, July 20, 2018
    • 1 reply
    • 520 views
    • 
    • Larry Starr
    • July 20, 2018

35. Money Purchase Plan -- Min Contribution

    By Alan Simpson, April 28, 1999
    • 8 replies
    • 1.7k views
    • 
    • imchipbrown
    • May 5, 1999

36. Money Purchase Plan & Professional Corp

    By Guest logres, May 2, 2000
    • 6 replies
    • 1.6k views
    • 
    • Erik Read
    • May 12, 2000

37. Money Purchase Plan Contribution Deduction

    By eilano, December 22, 1999
    • 2 replies
    • 1.7k views
    • 
    • richard
    • December 27, 1999

38. Money Purchase Plan converted to a profit sharing plan

    By eilano, October 28, 2003
    • 0 replies
    • 959 views
    • 
    • eilano
    • October 28, 2003

39. Money Purchase Plan Distribution

    By 52626, March 18, 2019
    • 6 replies
    • 1.2k views
    • 
    • CJ Allen
    • March 20, 2019

40. Money Purchase Plan Distributions

    By Guest Sara H, August 26, 1999
    • 1 reply
    • 2.6k views
    • 
    • Ervin Barham
    • August 27, 1999

41. Money Purchase Plan Integrated Formula

    By eilano, August 19, 1999
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • August 20, 1999

42. Money Purchase Plan Merger

    By Madison71, May 10, 2010
    • 9 replies
    • 1.6k views
    • 
    • Madison71
    • May 12, 2010

43. Money Purchase Plan needed?

    By Guest TrustMe401k, November 20, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • November 21, 2001

44. money purchase plan overdeposit

    By AlbanyConsultant, January 22, 2024
    • 9 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • January 24, 2024

45. Money Purchase Plan Problem

    By John Feldt ERPA CPC QPA, September 15, 2008
    • 4 replies
    • 1.6k views
    • 
    • ERISAnut
    • September 15, 2008

46. Money Purchase Plan Termination and Distribution

    By Guest benefitstudent, May 19, 2008
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • May 19, 2008

47. Money purchase plan with mandatory EE contribution

    By Guest Kelly Igel, July 23, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 23, 2001

48. Money Purchase Plan- CODA

    By mal, August 20, 2024
    • 6 replies
    • 1.5k views
    • 
    • mal
    • August 21, 2024

49. Money Purchase Plan- Late Contribution

    By Coleboy1, September 16
    • 4 replies
    • 2.5k views
    • 
    • justanotheradmin
    • September 16

50. Money Purchase Plans amending NRA to age 62

    By Belgarath, January 28, 2016
    • 5 replies
    • 884 views
    • 
    • Belgarath
    • February 3, 2016