Retirement Plans in General

5,772 topics in this forum

1. NHCE Opting out of Profit Sharing Plan

   By Guest Hartnett123, June 2, 2004
   • 11 replies
   • 2.4k views
   • 
   • Blinky the 3-eyed Fish
   • July 8, 2004

2. Nice trust officers' portal site found

   By Dave Baker, February 2, 2000
   • 2 replies
   • 5.3k views
   • 
   • Dave Baker
   • July 8, 2003

3. NJ and EGTRRA (not perfect together)

   By Guest GG, April 24, 2002
   • 2 replies
   • 1.4k views
   • 
   • mbozek
   • April 25, 2002

4. NJ State Disability included in W-2 compensation

   By Guest mpark, February 18, 2004
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • February 18, 2004

5. No address, 1099-R

   By No Name, December 17, 2004
   • 5 replies
   • 2k views
   • 
   • No Name
   • December 18, 2004

6. No annual notice requirement in January 2001 for sponsors of regional

   By John A, January 2, 2001
   • 2 replies
   • 1.4k views
   • 
   • Dawn Hafner
   • January 29, 2001

7. No document but deposits are made and deducted for a CB plan

   By Jakyasar, February 25, 2025
   • 4 replies
   • 2.2k views
   • 
   • CuseFan
   • February 26, 2025

8. No earnings or contributions included in final distribution amounts.

   By Guest Mabel, September 22, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 25, 2000

9. No Employees in Plan - No ERISA Coverage?

   By Christine Roberts, March 6, 2001
   • 0 replies
   • 1.3k views
   • 
   • Christine Roberts
   • March 6, 2001

10. No fail safe language but too late for -11(g)

    By BG5150, August 4, 2021
    • 1 reply
    • 865 views
    • 
    • C. B. Zeller
    • August 4, 2021

11. No investments allowed by religion in plan--allowed?

    By BG5150, November 28, 2023
    • 14 replies
    • 2.5k views
    • 
    • BruceM
    • December 1, 2023

12. No longer common control

    By Guest gbialikcpa, September 29, 2010
    • 0 replies
    • 891 views
    • 
    • Guest
    • September 29, 2010

13. No Payout

    By prjrrr, April 23, 2024
    • 3 replies
    • 1.3k views
    • 
    • TheBoxMan
    • April 24, 2024

14. No Plan Assets in 2020 - CARES Act Amendment still required?

    By L. S., August 26, 2022
    • 5 replies
    • 586 views
    • 
    • L. S.
    • September 6, 2022

15. no plan sponsor

    By Guest BonnieG, April 21, 2006
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 21, 2006

16. No PSP contributions in 8 years--ramifications?

    By BG5150, August 1, 2017
    • 17 replies
    • 2.3k views
    • 
    • My 2 cents
    • August 3, 2017

17. No response from IRS

    By Basically, March 15, 2024
    • 2 replies
    • 927 views
    • 
    • Jaded
    • March 18, 2024

18. No Social Security Numbers for lost participants

    By Santo Gold, March 31, 2007
    • 4 replies
    • 1.6k views
    • 
    • katieinny
    • April 16, 2007

19. NON CASH CONTRIBUTION TO KEOUGH MPP

    By Guest GENE, October 22, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • October 26, 1999

20. non deductible contribution added to 401k

    By thepensionmaven, March 3, 2023
    • 3 replies
    • 931 views
    • 
    • Paul I
    • March 14, 2023

21. Non ERISA plan and fund change notice

    By 30Rock, January 17, 2017
    • 4 replies
    • 942 views
    • 
    • 30Rock
    • January 18, 2017

22. Non Profit Entity as Plan Trustee

    By Christine Roberts, June 7, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 8, 2000

23. Non resident aliens

    By Bird, October 8, 2008
    • 8 replies
    • 2k views
    • 
    • DMcGovern
    • October 9, 2008

24. Non US Citizen in 401k plan

    By jmartin, August 17, 2011
    • 3 replies
    • 9.4k views
    • 
    • Guest
    • August 17, 2011

25. Non-employee spouse wants to roll money into participant spouse account

    By Belgarath, April 3, 2015
    • 10 replies
    • 1.1k views
    • 
    • Belgarath
    • April 7, 2015

26. Non-equity partner

    By Earl, December 15, 2008
    • 10 replies
    • 6.5k views
    • 
    • K2retire
    • December 17, 2008

27. Non-equity partners

    By BG5150, June 22, 2012
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • June 23, 2012

28. Non-ESOP plans borrowing money for investments?

    By Guest 0HBR2, June 20, 2007
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • July 18, 2007

29. Non-Profit as a beneficiary

    By Guest RAA, January 13, 2004
    • 8 replies
    • 1.7k views
    • 
    • E as in ERISA
    • January 14, 2004

30. Non-profit controlled group rules - common control question

    By AndrewZ, February 6, 2015
    • 0 replies
    • 3.4k views
    • 
    • AndrewZ
    • February 6, 2015

31. Non-Profit Entity and Deductions

    By Guest pension222, August 11, 2003
    • 0 replies
    • 923 views
    • 
    • Guest
    • August 11, 2003

32. Non-Profit Interested in 401(k) Plan

    By Dougsbpc, October 20, 2015
    • 2 replies
    • 701 views
    • 
    • QDROphile
    • October 21, 2015

33. Non-Registered Seperate Accounts and Collective Trusts

    By Guest Redchip, February 4, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 4, 1999

34. Non-Resident Owner

    By thepensionmaven, March 7, 2022
    • 3 replies
    • 989 views
    • 
    • Peter Gulia
    • March 7, 2022

35. Non-rollover IRA money rolled into qualified plan; treated like a deem

    By katieinny, January 27, 2003
    • 7 replies
    • 1.4k views
    • 
    • katieinny
    • January 28, 2003

36. Non-standardized plan with no exclusions

    By wmyer, August 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • wmyer
    • August 22, 2000

37. Non-U.S. Citizens As Plan Trustees?

    By mming, October 26, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • November 5, 2000

38. Non-union employees excludable?

    By Sully, July 31, 2003
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • August 5, 2003

39. non-union pay for union employees?

    By AlbanyConsultant, June 16, 2023
    • 6 replies
    • 2.1k views
    • 
    • AlbanyConsultant
    • June 19, 2023

40. non-union plan but the owners are union too

    By Santo Gold, November 18, 2011
    • 1 reply
    • 978 views
    • 
    • Guest
    • December 23, 2011

41. non-US trustee

    By Santo Gold, September 10, 2019
    • 7 replies
    • 4.6k views
    • 
    • Luke Bailey
    • September 13, 2019

42. Nondeductible contrib. due to forfeitures?

    By John A, September 11, 2001
    • 1 reply
    • 1.3k views
    • 
    • wmyer
    • September 12, 2001

43. nondeductible contribution

    By Belgarath, March 27, 2002
    • 10 replies
    • 2.9k views
    • 
    • Belgarath
    • March 28, 2002

44. Nondescrimination requirements for leased employees

    By katieinny, June 24, 2004
    • 0 replies
    • 1.1k views
    • 
    • katieinny
    • June 24, 2004

45. Nondiscrim Testing - Timing Question

    By Guest HarveyC, July 19, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 19, 2002

46. Nondiscrimination - amounts testing

    By Guest JM123, November 23, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • November 24, 2010

47. Nondiscrimination software

    By Guest DJS, June 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • thepensionmaven
    • June 7, 2000

48. Nondiscrimination testing

    By Guest MJ1, February 21, 2011
    • 3 replies
    • 1.6k views
    • 
    • PensionPro
    • February 21, 2011

49. Nondiscrimination testing

    By Belgarath, May 21, 2012
    • 6 replies
    • 1.3k views
    • 
    • Belgarath
    • May 21, 2012

50. Nondiscrimination testing on multiple plans of a controlled group

    By R. Butler, June 13, 2001
    • 4 replies
    • 4k views
    • 
    • R. Butler
    • June 14, 2001