Retirement Plans in General

5,753 topics in this forum

1. Multiple employer plan-controlled group?

   By Guest m.n.ouellette, November 11, 2008
   • 8 replies
   • 2.9k views
   • 
   • Guest
   • November 12, 2008

2. Multiple employer plans

   By Belgarath, June 16, 2003
   • 3 replies
   • 1.2k views
   • 
   • Belgarath
   • June 17, 2003

3. Multiple Employer Plans - need the quick low down

   By HarleyBabe, October 16, 2012
   • 2 replies
   • 1.2k views
   • 
   • MoJo
   • October 17, 2012

4. multiple employer plans and design options

   By t.haley, August 14, 2008
   • 9 replies
   • 2k views
   • 
   • Guest
   • August 15, 2008

5. Multiple Employer Plans on Prototype

   By Guest jgordon, April 22, 2004
   • 4 replies
   • 2k views
   • 
   • KJohnson
   • April 22, 2004

6. Multiple employers revisited.

   By scarabrad, December 23, 2012
   • 4 replies
   • 1k views
   • 
   • Guest
   • December 24, 2012

7. Multiple employers, multiple matches

   By scarabrad, September 12, 2013
   • 5 replies
   • 1.1k views
   • 
   • BG5150
   • September 13, 2013

8. Multiple life insurance policies on one individual inside a PS plan

   By pensionadvisor48, February 19, 2021
   • 8 replies
   • 1.2k views
   • 
   • Bird
   • February 23, 2021

9. Multiple Limitation Years - Application of 415 limit

   By richard, July 13, 1999
   • 0 replies
   • 1.6k views
   • 
   • richard
   • July 13, 1999

10. Multiple plans - with sole proprietors

    By Guest SteveHample, January 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 4, 2002

11. Multiple Plans for LLC's

    By Guest Thornton, May 5, 1999
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • May 15, 1999

12. Multiple Profit Sharing Plans for a Single Person: Problems?

    By Guest reg_h2b, December 4, 2001
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • December 6, 2001

13. Multiple Retirement Plans

    By Guest Benny Guy, February 7, 2012
    • 13 replies
    • 2.3k views
    • 
    • Guest
    • April 2, 2012

14. Multiple Roth rollovers - from other plans TO a new plan

    By Belgarath, July 23, 2013   

    • Separate accounting
    • 1 reply
    • 878 views
    • 
    • masteff
    • July 23, 2013

15. Multiple schedule c's

    By Jakyasar, March 27, 2022
    • 2 replies
    • 749 views
    • 
    • Mike Preston
    • March 29, 2022

16. Musmeci v. Schwegmann Giant Super Markets

    By Theresa Lynn, June 20, 2003
    • 0 replies
    • 1.6k views
    • 
    • Theresa Lynn
    • June 20, 2003

17. Must a 5307 list all commonly-controlled employers?

    By Peter Gulia, April 28, 2010
    • 3 replies
    • 936 views
    • 
    • QDROphile
    • April 28, 2010

18. Must a fiduciary do something about a plan that in form is tax-disqualified?

    By Peter Gulia, June 21, 2013   

    • ERISA
    • fiduciary
    • 11 replies
    • 3.9k views
    • 
    • Peter Gulia
    • June 21, 2013

19. Must a fiduciary provide a social security number?

    By Belgarath, February 6, 2013   

    • Plan investments
    • Dodd-Frank
    • 9 replies
    • 3.3k views
    • 
    • Belgarath
    • February 7, 2013

20. must a plan meet qualification requirements every year?

    By bamma, March 17, 2008
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • March 18, 2008

21. Must a plan’s administrator reevaluate the employer’s decision about who is or isn’t an employee?

    By Peter Gulia, May 2, 2017   

    • fiduciary; severance-from-employment
    • 3(16)
    • 11 replies
    • 1.1k views
    • 
    • Peter Gulia
    • May 3, 2017

22. Must a retirement plan’s fiduciary analyze competing rollover-IRA products?

    By Peter Gulia, March 17, 2017   

    • erisa; fiduciary; rollover; ira
    • 6 replies
    • 823 views
    • 
    • RatherBeGolfing
    • March 18, 2017

23. must beneficiaries who elect to leave their balances in the plan compl

    By MR, August 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 26, 2000

24. Must interest be credited to a money purchase plan on a contribution t

    By Guest Ingrid Fils, January 12, 2001
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • November 19, 2003

25. Must prior service be credited after spinoff?

    By John A, September 25, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • September 25, 2001

26. Must PSP be terminated when ER no longer doing business?

    By Luis Miguel, January 21, 2004
    • 9 replies
    • 1.5k views
    • 
    • Jed Macy
    • January 22, 2004

27. Must SSNs be removed from statements?

    By John A, October 24, 2001
    • 4 replies
    • 1.7k views
    • 
    • stephen
    • July 4, 2004

28. Must the Employer have a purpose?

    By Dennis Povloski, December 9, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 9, 2010

29. Must unallocated forfeitures (suspense account) be reallocated among participants pursuant to a spin-off from a 401(k)/PSP?

    By smm, July 9, 2004
    • 2 replies
    • 6.1k views
    • 
    • E as in ERISA
    • July 9, 2004

30. mutual fund interfaces

    By Earl, March 28, 2000
    • 1 reply
    • 1.7k views
    • 
    • Cathy from Chicago
    • March 28, 2000

31. mutual fund investments in plans

    By Scuba 401, November 8, 2016
    • 5 replies
    • 658 views
    • 
    • Peter Gulia
    • November 8, 2016

32. My 3 bucket approach to retirement.

    By Zooey72, March 23, 2021
    • 4 replies
    • 902 views
    • 
    • QDROphile
    • March 24, 2021

33. My Retirement

    By jevd, May 7, 2020
    • 5 replies
    • 976 views
    • 
    • QPAetc
    • May 8, 2020

34. Name Change

    By SMB, August 30, 2006
    • 3 replies
    • 1.8k views
    • 
    • RTK
    • August 30, 2006

35. Name Change of 401(k) Plan

    By Guest Wondering, March 26, 1999
    • 3 replies
    • 4.8k views
    • 
    • david rigby
    • March 31, 1999

36. Name of Plan in which of two PAs

    By thepensionmaven, June 23, 2022
    • 7 replies
    • 805 views
    • 
    • thepensionmaven
    • July 2, 2022

37. Name of the Investor on K-1

    By thepensionmaven, June 5, 2023
    • 24 replies
    • 1.2k views
    • 
    • Bird
    • June 19, 2023

38. naming 401k plan vs naming Trust - EIN the same?

    By tertue, February 23, 2015   

    • naming plan and trust
    • 1 reply
    • 1.3k views
    • 
    • My 2 cents
    • February 23, 2015

39. National Employee Savings & Trust Equity Guarantee Act of 2003

    By jevd, September 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • TCWalker
    • September 22, 2003

40. Naughty owner

    By Cynchbeast, September 14, 2013
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • September 17, 2013

41. Need advice on whether to return to work full-time

    By Guest, March 10, 2000
    • 2 replies
    • 1.5k views
    • 
    • Disco Stu
    • March 10, 2000

42. Need cite for recent First Union case.

    By R. Butler, October 18, 2000
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • October 18, 2000

43. Need cite for why pre-funding HCE PS is wrong

    By AlbanyConsultant, September 14, 2005
    • 17 replies
    • 4.5k views
    • 
    • Guest
    • September 15, 2005

44. Need earnings calculation worksheet

    By BG5150, January 8, 2016
    • 3 replies
    • 869 views
    • 
    • Bird
    • February 3, 2016

45. Need ERISA Attorney in New York

    By Guest AbbyP, July 29, 2009
    • 4 replies
    • 975 views
    • 
    • Guest
    • July 30, 2009

46. Need expert QDRO attorney

    By Qdroquery, July 15, 2020
    • 1 reply
    • 641 views
    • 
    • david rigby
    • July 15, 2020

47. Need for Money Purchase Pension Plans

    By Guest jhannifan, August 1, 2001
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • August 1, 2001

48. NEED HELP IN UNDERSTANDING THE BEST WAY TO GO!

    By Guest cash, December 21, 2003
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • December 22, 2003

49. Need help w/ coverage in a controlled group

    By jkharvey, March 15, 2007
    • 2 replies
    • 1.4k views
    • 
    • jkharvey
    • March 16, 2007

50. Need help with an oldie but a goodie. 401(a)(17) and Rollover amendments...

    By jkharvey, March 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • March 10, 2005