Retirement Plans in General

5,753 topics in this forum

1. No response from IRS

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

2. No Social Security Numbers for lost participants

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

3. NON CASH CONTRIBUTION TO KEOUGH MPP

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

4. non deductible contribution added to 401k

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

5. Non ERISA plan and fund change notice

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

6. Non Profit Entity as Plan Trustee

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

7. Non resident aliens

   By Bird, October 8, 2008
   • 8 replies
   • 1.9k views
   • 
   • DMcGovern
   • October 9, 2008

8. Non US Citizen in 401k plan

   By jmartin, August 17, 2011
   • 3 replies
   • 9.3k views
   • 
   • Guest
   • August 17, 2011

9. 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

10. Non-equity partner

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

11. Non-equity partners

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

12. Non-ESOP plans borrowing money for investments?

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

13. Non-Profit as a beneficiary

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

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

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

15. Non-Profit Entity and Deductions

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

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

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

17. Non-Registered Seperate Accounts and Collective Trusts

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

18. Non-Resident Owner

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

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

    By katieinny, January 27, 2003
    • 7 replies
    • 1.3k views
    • 
    • katieinny
    • January 28, 2003

20. Non-standardized plan with no exclusions

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

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

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

22. Non-union employees excludable?

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

23. non-union pay for union employees?

    By AlbanyConsultant, June 16, 2023
    • 6 replies
    • 2k views
    • 
    • AlbanyConsultant
    • June 19, 2023

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

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

25. non-US trustee

    By Santo Gold, September 10, 2019
    • 7 replies
    • 4.5k views
    • 
    • Luke Bailey
    • September 13, 2019

26. Nondeductible contrib. due to forfeitures?

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

27. nondeductible contribution

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

28. Nondescrimination requirements for leased employees

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

29. Nondiscrim Testing - Timing Question

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

30. Nondiscrimination - amounts testing

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

31. Nondiscrimination software

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

32. Nondiscrimination testing

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

33. Nondiscrimination testing

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

34. Nondiscrimination testing on multiple plans of a controlled group

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

35. Nondiscrimination Testing/5500 Required?

    By Guest Stacey Potts, February 16, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 16, 2011

36. None PBGC PLAN filing for StandRd termination?

    By CKocher, September 10, 2023
    • 2 replies
    • 442 views
    • 
    • david rigby
    • September 11, 2023

37. NonPeriodic Payment or Eligible Rollover Distribution?

    By tax & coffee, January 13, 2017   

    • nonperiodic payment
    • eligible rollover distribution
    • (and 1 more)

      Tagged with:

      • nonperiodic payment
      • eligible rollover distribution
      • lump sum
    • 0 replies
    • 782 views
    • 
    • tax & coffee
    • January 13, 2017

38. Nonprofit Contribution

    By nancy, March 7, 2017
    • 5 replies
    • 711 views
    • 
    • Peter Gulia
    • March 8, 2017

39. nonqualified money in a qualified plan

    By Guest jrose, June 7, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 7, 1999

40. Nonresident Alien Employees

    By Guest DLearning, February 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Harwood
    • February 25, 2004

41. NonResident Alien Now Resident Alien - Service and Comp

    By Gilmore, December 3, 2018
    • 2 replies
    • 545 views
    • 
    • Gilmore
    • December 3, 2018

42. nonstandardized plans

    By Guest lskin, May 18, 2006
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • May 18, 2006

43. Nonunion work for union employees

    By Guest rgorman, February 5, 2008
    • 4 replies
    • 2.4k views
    • 
    • PLAN MAN
    • March 13, 2008

44. Normal Retirement Age

    By katieinny, September 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • Everett Moreland
    • September 25, 2002

45. Normal Retirement Age

    By katieinny, January 21, 2003
    • 22 replies
    • 3.8k views
    • 
    • katieinny
    • January 28, 2003

46. Normal Retirement Age Accelerated Vesting; Anniversary Contrasted to Years of Service as the Impetus

    By Kent Allard, February 19   

    • vesting
    • normal retirement age
    • (and 3 more)

      Tagged with:

      • vesting
      • normal retirement age
      • anniversary
      • years of service
      • years of vesting service
    • 9 replies
    • 2.3k views
    • 
    • Kent Allard
    • February 26

47. Normal Retirement Age and full vesting

    By Guest RACHELP, January 3, 2006
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • January 4, 2006

48. Normal Retirement Age vs Early Retirement Age

    By imchipbrown, November 6, 2014   

    • Normal Retirement Age Early
    • 4 replies
    • 3.1k views
    • 
    • imchipbrown
    • November 7, 2014

49. Normal Retirement on later of 65 or 5th Anniversary

    By Lynn Campbell, June 7, 2000
    • 1 reply
    • 2k views
    • 
    • david rigby
    • June 7, 2000

50. Northwestern Mutual Prototype Plan

    By chris, March 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • thepensionmaven
    • March 12, 2000