Retirement Plans in General

5,772 topics in this forum

1. Mis-reporting deductions on tax return

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

2. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

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

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

   By AndyH, October 13, 2004
   • 12 replies
   • 5.7k views
   • 
   • david rigby
   • October 14, 2004

4. Missed amendments

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

5. Missed blackout notice

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

6. Missed Employer Contribution Allocation

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

7. missed March 16 deduction due date

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

8. Missed Profit Sharing Contribution and Calculations

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

9. Missed RMD for 2018

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

10. Missed RMD's - IRS waiver of penalties

    By Belgarath, October 28, 2015
    • 9 replies
    • 4.2k views
    • 
    • Tom Poje
    • November 4, 2015

11. Missing 1099-R

    By thepensionmaven, June 11, 2024
    • 3 replies
    • 1.2k views
    • 
    • thepensionmaven
    • June 12, 2024

12. 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

13. Missing Beneficiaries

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

14. Missing Beneficiary

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

15. Missing Documents? Idea's?

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

16. Missing Forms 945 per IRS

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

17. Missing Participant

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

18. Missing Participant

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

19. Missing Participant payouts - DOL FAB 2025-01

    By Belgarath, January 15, 2025
    • 6 replies
    • 3k views
    • 
    • Mike McWherter
    • January 17, 2025

20. missing participants

    By Peter Gulia, January 11, 2019
    • 12 replies
    • 2.7k views
    • 
    • TheBoxMan
    • December 21, 2020

21. Missing Participants

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

22. Missing Participants

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

23. Missing Participants

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

24. 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
    • 831 views
    • 
    • My 2 cents
    • March 4, 2016

25. Missing Prior Approval Letter

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

26. Missing Spouse -- pension withdrawal

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

27. Mistake in Fact

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

28. 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

29. mistake of fact

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

30. Mistake of Fact/Return of Excess Contribution

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

31. Mix and Match

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

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

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

33. 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
    • 746 views
    • 
    • LANDO
    • January 25, 2016

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

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

35. 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

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

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

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

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

38. Money Purchase Funding Waiver

    By Guest rulesrulesrules, January 30, 2008
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • January 31, 2008

39. Money Purchase merge into Profit Sharing

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

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

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

41. Money Purchase Merger with Profit Sharing Plan

    By Guest KMP, March 19, 2004
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • March 22, 2004

42. Money Purchase Minimum Funding

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

43. Money Purchase or Target plan deduction problem

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

44. Money Purchase Pension Plan

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

45. Money Purchase Pension Plans

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

46. Money purchase plan

    By Guest JM123, February 17, 2013   

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

47. Money Purchase Plan

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

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

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

49. Money Purchase Plan - restrictions on investments?

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

50. Money Purchase Plan -- Min Contribution

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