Retirement Plans in General

5,772 topics in this forum

1. Nondiscrimination Testing/5500 Required?

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

2. None PBGC PLAN filing for StandRd termination?

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

3. 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
   • 807 views
   • 
   • tax & coffee
   • January 13, 2017

4. Nonprofit Contribution

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

5. nonqualified money in a qualified plan

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

6. Nonresident Alien Employees

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

7. NonResident Alien Now Resident Alien - Service and Comp

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

8. nonstandardized plans

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

9. Nonunion work for union employees

   By Guest rgorman, February 5, 2008
   • 4 replies
   • 2.5k views
   • 
   • PLAN MAN
   • March 13, 2008

10. Normal Retirement Age

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

11. Normal Retirement Age

    By katieinny, January 21, 2003
    • 22 replies
    • 3.9k views
    • 
    • katieinny
    • January 28, 2003

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

    By Kent Allard, February 19, 2025   

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

      Tagged with:

      • vesting
      • normal retirement age
      • anniversary
      • years of service
      • years of vesting service
    • 9 replies
    • 2.4k views
    • 
    • Kent Allard
    • February 26, 2025

13. Normal Retirement Age and full vesting

    By Guest RACHELP, January 3, 2006
    • 3 replies
    • 2.4k views
    • 
    • david rigby
    • January 4, 2006

14. 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

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

    By Lynn Campbell, June 7, 2000
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • June 7, 2000

16. Northwestern Mutual Prototype Plan

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

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

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

18. Not an ASG, but what is it?

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

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

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

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

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

21. Not sure RMD year 1099

    By thepensionmaven, March 25, 2025
    • 3 replies
    • 2.4k views
    • 
    • Paul I
    • March 26, 2025

22. 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

23. Notice 2007-7 Question

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

24. Notice of intent to levy

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

25. Notice Regarding Periodic Benefit Statement

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

26. 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

27. Notice to Interested Parties notice-Determination Ltr

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

28. Notice to Interested Party Question

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

29. Notice to Participants

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

30. Notice to Whom?

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

31. Notification of fees from pooled trust account

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

32. 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

33. Now a controlled group

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

34. NRA <65

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

35. 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

36. 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

37. OASDI

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

38. OBRA 93 Amendment

    By rcline46, March 1, 2011
    • 0 replies
    • 1.4k views
    • 
    • rcline46
    • March 1, 2011

39. 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

40. ODBC vs. RTS versions

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

41. Odd Letters from Social Security Administration

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

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

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

43. Offering risky investments in 401(k)

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

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

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

45. Offset Plans

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

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

    By JAY21, March 3, 2004
    • 4 replies
    • 1k views
    • 
    • Mike Preston
    • March 3, 2004

47. Offshore Investments for Retirement & Savings Plans

    By Guest Ann Clinton, April 8, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 8, 2002

48. Offshore Outsourcing of Qualified Plan Admin

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

49. Offshoring Option

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

50. Ogden Utah address

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