Retirement Plans in General

5,753 topics in this forum

1. Not a controlled group - not an ASG - how to define

   By dottie, September 26, 2018
   • 5 replies
   • 658 views
   • 
   • PensionPro
   • September 28, 2018

2. Not an ASG, but what is it?

   By shERPA, March 14, 2018
   • 3 replies
   • 1.1k views
   • 
   • Luke Bailey
   • March 16, 2018

3. Not really retirement plan specific question. Need a copy of an old I

   By jkharvey, January 4, 2002
   • 3 replies
   • 1.4k views
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   • GBurns
   • January 9, 2002

4. Not stopping Match/SH when comp goes over limit

   By BG5150, August 28, 2024
   • 3 replies
   • 1.1k views
   • 
   • Belgarath
   • September 4, 2024

5. Not sure RMD year 1099

   By thepensionmaven, March 25
   • 3 replies
   • 2.4k views
   • 
   • Paul I
   • March 26

6. Not sure we have a trust; using a prototype document

   By Guest TinaNewToPension, December 3, 2003
   • 8 replies
   • 1.4k views
   • 
   • E as in ERISA
   • December 5, 2003

7. Notice 2007-7 Question

   By jevd, February 20, 2007
   • 2 replies
   • 1.7k views
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   • Bird
   • February 21, 2007

8. Notice of intent to levy

   By Guest lustig, November 2, 2005
   • 2 replies
   • 2.2k views
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   • WDIK
   • November 2, 2005

9. Notice Regarding Periodic Benefit Statement

   By Guest Jill B, February 3, 2010
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • February 3, 2010

10. Notice Requirements Applicable When Money Purchase Plan is Merged into

    By Guest Edward McElroy, November 28, 2001
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • November 29, 2001

11. Notice to Interested Parties notice-Determination Ltr

    By Beltane, March 9, 2006
    • 1 reply
    • 1.6k views
    • 
    • saabraa
    • March 9, 2006

12. Notice to Interested Party Question

    By ERISAatty, January 7, 2004
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • February 26, 2004

13. Notice to Participants

    By Guest Jill41402, November 3, 2010
    • 0 replies
    • 828 views
    • 
    • Guest
    • November 3, 2010

14. Notice to Whom?

    By Just Me, October 25, 2010
    • 7 replies
    • 1.7k views
    • 
    • Just Me
    • October 28, 2010

15. Notification of fees from pooled trust account

    By BG5150, March 5, 2014
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • March 7, 2014

16. Notification on payouts under $200

    By ldr, June 8, 2018   

    • automatic cashout
    • distribution
    • (and 1 more)

      Tagged with:

      • automatic cashout
      • distribution
      • small amounts
    • 6 replies
    • 1.5k views
    • 
    • Draper55
    • July 18, 2018

17. Now a controlled group

    By Guest RBlaine, July 5, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 6, 2005

18. NRA <65

    By Belgarath, June 15, 2007
    • 2 replies
    • 1.4k views
    • 
    • BTG
    • June 15, 2007

19. NRA at age 65 and 5th anniv short plan year

    By ESOP Guy, September 20, 2019
    • 3 replies
    • 1.2k views
    • 
    • NJ Mike
    • September 23, 2019

20. NRA Definition and 100% Vesting

    By cheersmate, April 17, 2015   

    • Vesting
    • NRA defined
    • (and 2 more)

      Tagged with:

      • Vesting
      • NRA defined
      • Corbel Document
      • automatic vesting
    • 4 replies
    • 6.1k views
    • 
    • cheersmate
    • April 17, 2015

21. OASDI

    By PMC, April 5, 2006
    • 4 replies
    • 1.4k views
    • 
    • PMC
    • April 5, 2006

22. OBRA 93 Amendment

    By rcline46, March 1, 2011
    • 0 replies
    • 1.3k views
    • 
    • rcline46
    • March 1, 2011

23. Obtaining Copy of Sponsor's Prototype Plan Document from the IRS

    By chris, January 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • chris
    • January 18, 2001

24. ODBC vs. RTS versions

    By Guest TrustMe401k, January 27, 2000
    • 2 replies
    • 2k views
    • 
    • Earl
    • January 29, 2001

25. Odd Letters from Social Security Administration

    By EPCRSGuru, January 5, 2024
    • 1 reply
    • 760 views
    • 
    • Peter Gulia
    • January 6, 2024

26. Odd Money Purchase Plan Feature: how does this work?

    By PensionPro, March 5, 2013
    • 10 replies
    • 1.4k views
    • 
    • PensionPro
    • March 6, 2013

27. Offering risky investments in 401(k)

    By Guest ryler, March 5, 2004
    • 0 replies
    • 889 views
    • 
    • Guest
    • March 5, 2004

28. Official sources allowing use of plan assets to pay plan maintenance fees, but

    By Guest Enda80, March 21, 2009
    • 1 reply
    • 959 views
    • 
    • david rigby
    • March 21, 2009

29. Offset Plans

    By mphs77, March 16, 2010
    • 1 reply
    • 888 views
    • 
    • Blinky the 3-eyed Fish
    • April 2, 2010

30. Offsetting Amendment Impact-204(h) Needed ?

    By JAY21, March 3, 2004
    • 4 replies
    • 997 views
    • 
    • Mike Preston
    • March 3, 2004

31. Offshore Investments for Retirement & Savings Plans

    By Guest Ann Clinton, April 8, 2002
    • 0 replies
    • 996 views
    • 
    • Guest
    • April 8, 2002

32. Offshore Outsourcing of Qualified Plan Admin

    By mming, January 9, 2012
    • 6 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 10, 2012

33. Offshoring Option

    By Guest Offshore option, October 2, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 2, 2006

34. Ogden Utah address

    By John A, November 27, 2001
    • 0 replies
    • 1.5k views
    • 
    • John A
    • November 27, 2001

35. Oh, Good Grief !

    By Andy the Actuary, June 8, 2011
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • June 10, 2011

36. OJSA

    By Guest bobolink, May 14, 2010
    • 3 replies
    • 1.8k views
    • 
    • Trekker
    • May 17, 2010

37. OK for 3 unrelated plans to own 1/3 shares of investment in single rea

    By mming, February 10, 2003
    • 17 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • February 21, 2003

38. OK for money purchase plan to begin payments at normal retirement age

    By imchipbrown, March 3, 1999
    • 6 replies
    • 2k views
    • 
    • imchipbrown
    • March 10, 1999

39. OK for profit sharing plan document to pay just half of participant's

    By Guest PALAWYER, April 14, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 15, 1999

40. OK to amend plan to count "predecessor" service of new physician?

    By Archimage, December 5, 2003
    • 10 replies
    • 2.4k views
    • 
    • KJohnson
    • December 11, 2003

41. OK to name both a corporate co-trustee (e.g. a bank) and an employee of the plan sponsor as co-trustee?

    By Guest PensionPerson, August 8, 2003
    • 3 replies
    • 5.5k views
    • 
    • Guest
    • August 8, 2003

42. Okay to make a profit sharing contribution of 4% for first 6 months an

    By John A, February 22, 2001
    • 3 replies
    • 1.5k views
    • 
    • John A
    • February 23, 2001

43. Old Eligibility Requirements

    By ConnieStorer, June 26, 2019   

    • old rules.. age 25
    • 2 replies
    • 580 views
    • 
    • ConnieStorer
    • June 26, 2019

44. Old Federal Register Pages

    By MGB, June 19, 2004
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • June 22, 2004

45. Old Keogh plan still has assets. Must I spend the rest of my life trying to locate former employees so I can terminate the plan?

    By Guest Moe Howard2, September 21, 2004
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • September 22, 2004

46. Old plan not amended

    By Cynchbeast, December 11, 2013
    • 1 reply
    • 1k views
    • 
    • ESOP Guy
    • December 11, 2013

47. Old plan troubles / New plan for individual

    By Santo Gold, October 4, 2012
    • 5 replies
    • 1.1k views
    • 
    • Santo Gold
    • October 5, 2012

48. old topic - limited partnerships as an investment

    By thepensionmaven, February 13, 2022
    • 5 replies
    • 1.3k views
    • 
    • thepensionmaven
    • February 16, 2022

49. OmniPlus and OmniPlan

    By Guest ameet, December 29, 2004
    • 1 reply
    • 5.5k views
    • 
    • GBurns
    • December 30, 2004

50. On July 1, 2022, must spouses’ consents resume physical presence before a notary?

    By Peter Gulia, April 23, 2022
    • 6 replies
    • 845 views
    • 
    • Peter Gulia
    • May 13, 2022