Retirement Plans in General

5,753 topics in this forum

1. Money Purchase post-tax employee contributions

   By Guest Kathleen Toth, April 12, 2000
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • April 13, 2000

2. Money Purchase PP

   By SWC, August 24, 2017
   • 5 replies
   • 730 views
   • 
   • ETA Consulting LLC
   • August 25, 2017

3. Money Purchase retirement plans that have insurance policies (other than ERISA fidelity bond); what rules apply? What rules apply when a money purcha

   By Guest Enda80, March 18, 2009
   • 1 reply
   • 883 views
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   • Bill Presson
   • March 18, 2009

4. Money Purchase thinking of restating to a Profit Sharing

   By Lori H, March 19, 2009
   • 8 replies
   • 1.6k views
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   • Lori H
   • April 9, 2009

5. Money Purchase to Profit Sharing Conversion

   By Fielding Mellish, August 30, 2016
   • 3 replies
   • 927 views
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   • QDROphile
   • September 1, 2016

6. Money Purchse Plan Merging into new Profit Sharing Plan

   By Coleboy1, October 23
   • 7 replies
   • 758 views
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   • Coleboy1
   • October 28

7. Money withheld for a now-closed SIMPLE IRA

   By BG5150, July 30, 2019
   • 0 replies
   • 590 views
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   • BG5150
   • July 30, 2019

8. Monthly allocations?

   By jkharvey, January 29, 2001
   • 3 replies
   • 1.6k views
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   • jkharvey
   • January 29, 2001

9. Monthly profit sharing allocations and last day provision

   By Guest Gibson, June 25, 2001
   • 3 replies
   • 2k views
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   • AndyH
   • June 26, 2001

10. Moody's Monthly Corporate Average Bond Yields

    By Guest SuzanneM, August 28, 2009
    • 1 reply
    • 3.2k views
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    • WDIK
    • August 28, 2009

11. More on excluded classes

    By Cynchbeast, October 2, 2015
    • 1 reply
    • 716 views
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    • Lou S.
    • October 2, 2015

12. mortality table amendment necessary?

    By jlea, June 8, 2008
    • 2 replies
    • 1.8k views
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    • jlea
    • June 13, 2008

13. Mortgage as profit sharing investment

    By ombskid, August 20, 2019
    • 7 replies
    • 1.3k views
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    • Lou S.
    • August 21, 2019

14. Mortgage in 1 person plan

    By DDB BN, September 12, 2019
    • 4 replies
    • 975 views
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    • FPGuy
    • September 16, 2019

15. Most recent d-letter?

    By Oh so SIMPLE, June 6, 2009
    • 0 replies
    • 1.2k views
    • 
    • Oh so SIMPLE
    • June 6, 2009

16. Moving Deadline if it falls on weekend/holiday

    By Guest bobolink, May 21, 2009
    • 3 replies
    • 2.9k views
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    • mming
    • May 21, 2009

17. MP conversion to profit sharing

    By k man, May 15, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 15, 2002

18. MP Merged in PS Plan

    By pbarrett, November 9, 2001
    • 28 replies
    • 4.8k views
    • 
    • KJohnson
    • December 31, 2001

19. MP Mergers

    By pbarrett, December 3, 2001
    • 0 replies
    • 1.2k views
    • 
    • pbarrett
    • December 3, 2001

20. MP or TB Plans

    By Monica Barnard, December 27, 2011
    • 3 replies
    • 952 views
    • 
    • Monica Barnard
    • December 28, 2011

21. MP Plan Merger and Plan Year Change

    By MBCarey, August 7, 2003
    • 0 replies
    • 922 views
    • 
    • MBCarey
    • August 7, 2003

22. MP Plans - control group & effect of compliance on each other

    By TPApril, August 3, 2016   

    • contributions
    • 0 replies
    • 501 views
    • 
    • TPApril
    • August 3, 2016

23. MPP & Missing or Nonresponsive Participant

    By FormsRstillmylife, June 26, 2019
    • 7 replies
    • 1.8k views
    • 
    • Belgarath
    • July 10, 2019

24. MPP and 204(h) Notice

    By Guest Retirement4Life, November 1, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • November 1, 2007

25. MPP Contribution Deposit Deadline

    By Guest dlm, June 21, 1999
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • June 22, 1999

26. MPP minimum funding req. vs max annual addition

    By Guest dinkin1973, April 24, 2003
    • 2 replies
    • 979 views
    • 
    • david rigby
    • April 24, 2003

27. MPP Plans -- Mergers

    By wmyer, June 30, 2001
    • 1 reply
    • 1.7k views
    • 
    • Earl
    • July 3, 2001

28. MPP Question

    By MBCarey, August 6, 2008
    • 4 replies
    • 1.5k views
    • 
    • Medusa
    • August 6, 2008

29. MRD amount when TEFRA election can not be produced - participant says

    By JanetM, December 19, 2000
    • 0 replies
    • 1.6k views
    • 
    • JanetM
    • December 19, 2000

30. MRD's- 98 Distribution received 9/99 - 1099 nightmare

    By Guest Laura Heinrich, September 8, 1999
    • 4 replies
    • 1.9k views
    • 
    • Alan Simpson
    • September 8, 1999

31. Multi Employer DB Plan - When do you start calculating break in service?

    By Guest fcdeacy, November 9, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • November 9, 2004

32. Multi-Employer Worker Benefit Plan Software Needed

    By Guest Terri Jackson, March 22, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 22, 2002

33. Multiple 125 Plans, One Employer

    By Ebplans, August 20, 2024
    • 1 reply
    • 788 views
    • 
    • acm_acm
    • August 22, 2024

34. Multiple CGs in one plan--how to test

    By BG5150, September 21, 2022
    • 1 reply
    • 564 views
    • 
    • EBECatty
    • September 21, 2022

35. Multiple Changes in Controlled Group Membership

    By Guest Grumpy456, April 18, 2006
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • April 27, 2006

36. multiple companies

    By eilano, February 23, 2004
    • 0 replies
    • 897 views
    • 
    • eilano
    • February 23, 2004

37. Multiple employer 401k plan terminates

    By Belgarath, July 30, 2015
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • August 10, 2015

38. Multiple Employer deduction allocation?

    By Guest Shrek'sconfused, October 29, 2007
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 29, 2007

39. Multiple Employer Involuntary Spin-Off

    By Guest TBick, February 26, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 26, 2010

40. Multiple Employer Plan

    By Randy Watson, September 8, 2009
    • 6 replies
    • 2k views
    • 
    • J Simmons
    • September 9, 2009

41. Multiple Employer Plan

    By Archimage, June 27, 2003
    • 3 replies
    • 1.1k views
    • 
    • Kirk Maldonado
    • June 27, 2003

42. Multiple Employer Plan

    By JAY21, April 29, 2008
    • 0 replies
    • 1.3k views
    • 
    • JAY21
    • April 29, 2008

43. Multiple Employer Plan

    By KateSmithPA, February 20, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 22, 2009

44. Multiple Employer Plan

    By Guest benefitsgirl, June 29, 2012
    • 1 reply
    • 996 views
    • 
    • Guest
    • June 30, 2012

45. Multiple employer plan

    By AKconsult, May 17, 2011
    • 3 replies
    • 1.3k views
    • 
    • PensionPro
    • May 18, 2011

46. Multiple Employer Plan - Another Question

    By Guest cease, June 17, 2003
    • 2 replies
    • 1.9k views
    • 
    • RTK
    • June 27, 2003

47. Multiple Employer Plan & Top heavy test

    By Guest Amy Marie, June 14, 2011
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • June 20, 2011

48. Multiple Employer Plan Contributions

    By Guest Callan, August 6, 2002
    • 2 replies
    • 2k views
    • 
    • alanm
    • August 12, 2002

49. Multiple Employer Plan Document

    By Archimage, April 20, 2006
    • 8 replies
    • 1.9k views
    • 
    • Archimage
    • April 24, 2006

50. Multiple Employer Plan or Affiliated Service Group.

    By Guest Thornton, February 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 2, 2011