Retirement Plans in General

5,772 topics in this forum

1. multiple companies

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

2. Multiple employer 401k plan terminates

   By Belgarath, July 30, 2015
   • 3 replies
   • 1.3k views
   • 
   • austin3515
   • August 10, 2015

3. Multiple Employer deduction allocation?

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

4. Multiple Employer Involuntary Spin-Off

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

5. Multiple Employer Plan

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

6. Multiple Employer Plan

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

7. Multiple Employer Plan

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

8. Multiple Employer Plan

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

9. Multiple Employer Plan

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

10. Multiple employer plan

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

11. Multiple Employer Plan - Another Question

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

12. Multiple Employer Plan & Top heavy test

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

13. Multiple Employer Plan Contributions

    By Guest Callan, August 6, 2002
    • 2 replies
    • 2.1k views
    • 
    • alanm
    • August 12, 2002

14. Multiple Employer Plan Document

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

15. Multiple Employer Plan or Affiliated Service Group.

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

16. Multiple employer plan-controlled group?

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

17. Multiple employer plans

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

18. Multiple Employer Plans - need the quick low down

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

19. multiple employer plans and design options

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

20. Multiple Employer Plans on Prototype

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

21. Multiple employers revisited.

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

22. Multiple employers, multiple matches

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

23. 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

24. Multiple Limitation Years - Application of 415 limit

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

25. Multiple plans - with sole proprietors

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

26. Multiple Plans for LLC's

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

27. 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

28. Multiple Retirement Plans

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

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

    By Belgarath, July 23, 2013   

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

30. Multiple schedule c's

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

31. Musmeci v. Schwegmann Giant Super Markets

    By Theresa Lynn, June 20, 2003
    • 0 replies
    • 1.7k views
    • 
    • Theresa Lynn
    • June 20, 2003

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

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

33. 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

34. Must a fiduciary provide a social security number?

    By Belgarath, February 6, 2013   

    • Plan investments
    • Dodd-Frank
    • 9 replies
    • 3.4k views
    • 
    • Belgarath
    • February 7, 2013

35. must a plan meet qualification requirements every year?

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

36. 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
    • 1.2k views
    • 
    • Peter Gulia
    • May 3, 2017

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

    By Peter Gulia, March 17, 2017   

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

38. 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

39. 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

40. Must prior service be credited after spinoff?

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

41. 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

42. Must SSNs be removed from statements?

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

43. Must the Employer have a purpose?

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

44. 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

45. mutual fund interfaces

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

46. mutual fund investments in plans

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

47. My 3 bucket approach to retirement.

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

48. My Retirement

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

49. Name Change

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

50. Name Change of 401(k) Plan

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