Retirement Plans in General

5,772 topics in this forum

1. Oh, Good Grief !

   By Andy the Actuary, June 8, 2011
   • 3 replies
   • 1.5k views
   • 
   • mbozek
   • June 10, 2011

2. OJSA

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

3. 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

4. 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

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

   By Guest PALAWYER, April 14, 1999
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • April 15, 1999

6. 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

7. 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

8. 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

9. Old Eligibility Requirements

   By ConnieStorer, June 26, 2019   

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

10. Old Federal Register Pages

    By MGB, June 19, 2004
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • June 22, 2004

11. 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

12. Old plan not amended

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

13. Old plan troubles / New plan for individual

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

14. old topic - limited partnerships as an investment

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

15. OmniPlus and OmniPlan

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

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

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

17. Once a 5% owner, always a 5% owner?

    By Guest Kathleen Fouquet, October 25, 2001
    • 3 replies
    • 1.7k views
    • 
    • R. Butler
    • October 25, 2001

18. One or two VCP applications/fees?

    By J Simmons, December 15, 2020
    • 1 reply
    • 653 views
    • 
    • EBECatty
    • December 16, 2020

19. One owner, multiple companies - single or multiple employer plan?

    By TPApril, August 5, 2021
    • 1 reply
    • 670 views
    • 
    • C. B. Zeller
    • August 5, 2021

20. One participant plan if it used to cover none owned

    By CKocher, September 6, 2023
    • 4 replies
    • 558 views
    • 
    • CKocher
    • September 10, 2023

21. one participant plans and 404a5 and PPA periodic notice

    By cpc0506, March 27, 2014
    • 2 replies
    • 1.1k views
    • 
    • cpc0506
    • March 27, 2014

22. One Participant Retirement Plan

    By Guest John Sample, November 13, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 13, 2001

23. one partner in partnership wants only alternative investments in 401(k)

    By AJC, February 22, 2021
    • 10 replies
    • 883 views
    • 
    • Luke Bailey
    • March 3, 2021

24. one person money purchase

    By Guest Toni Sorenson, November 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • Dave Baker
    • November 18, 1999

25. one person plan... owner deceased, final 5500 never filed

    By AlbanyConsultant, October 18, 2021
    • 3 replies
    • 791 views
    • 
    • Peter Gulia
    • October 20, 2021

26. One plan purchasing an investment from another

    By Dougsbpc, February 26, 2003
    • 5 replies
    • 1.4k views
    • 
    • Dougsbpc
    • February 28, 2003

27. One shareholder has a right of first refusal before other shareholder

    By Guest Kim C, July 7, 2000
    • 19 replies
    • 7.7k views
    • 
    • Guest
    • August 2, 2000

28. one time irrevocable election

    By Guest Brenda Schachle, May 22, 2003
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • May 22, 2003

29. One Time Irrevocable Elections

    By Guest Edward McElroy, April 25, 2002
    • 6 replies
    • 2.6k views
    • 
    • AndyH
    • April 30, 2002

30. One-Man 401k

    By Guest Karen H. Meyer, October 12, 2001
    • 12 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 19, 2001

31. Online EIN letter requiring IRS Form 945

    By maverick, February 13, 2008
    • 1 reply
    • 3.5k views
    • 
    • Bird
    • February 13, 2008

32. Only Non-HCE excluded from coverage?

    By Gilmore, April 27, 2022
    • 8 replies
    • 886 views
    • 
    • C. B. Zeller
    • April 29, 2022

33. Only owner deferred

    By Cynchbeast, January 20, 2016
    • 8 replies
    • 1.1k views
    • 
    • Tom Poje
    • February 9, 2017

34. Open Enrollment?

    By Guest, April 28, 2000
    • 1 reply
    • 1.3k views
    • 
    • Erik Read
    • May 2, 2000

35. Opening the Federal Thrift Savings Plan to everyone?

    By Peter Gulia, May 14, 2014
    • 12 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 19, 2014

36. operational compliance versus controlled group testing?

    By Draper55, July 2, 2019
    • 2 replies
    • 609 views
    • 
    • CuseFan
    • July 3, 2019

37. Opinion: Might Be Best Not to Save Too Much for Retirement

    By Guest BenefitsLink, June 27, 2001
    • 4 replies
    • 5.8k views
    • 
    • Guest
    • August 29, 2007

38. Opinions needed on Employer/Employee relationship

    By No Name, June 8, 2004
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • June 9, 2004

39. Opinions on "The Pension Answer Book"

    By Guest mrjones, February 27, 2005
    • 45 replies
    • 9.6k views
    • 
    • Effen
    • October 11, 2005

40. Opposite-sex domestic partner - health insurance premium taxation

    By Belgarath, February 9, 2015
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • February 11, 2015

41. Optional Reference Lists DL applications

    By JJRetirement, January 7, 2016   

    • determination letter
    • form 5300
    • (and 5 more)

      Tagged with:

      • determination letter
      • form 5300
      • individually designed plan
      • cycle E
      • Defined benefit
      • defined contribution
      • plan amendment
    • 0 replies
    • 604 views
    • 
    • JJRetirement
    • January 7, 2016

42. Options as Plan Investments????

    By Guest Phil L, March 25, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 31, 1999

43. Order of disqualification

    By rcline46, May 17, 2011
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • May 18, 2011

44. Order of Withholding

    By Randy Watson, November 2, 2007
    • 2 replies
    • 1.1k views
    • 
    • Randy Watson
    • November 2, 2007

45. Original amendment period to adopt ERISA

    By JanetM, January 19, 2006
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • January 20, 2006

46. ORP - College plan

    By K-t-F, October 3, 2012
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • October 9, 2012

47. Orphan Plan question

    By mariemonroe, January 9, 2013
    • 1 reply
    • 1.4k views
    • 
    • MoJo
    • January 9, 2013

48. Orphan Plan?

    By Guest AFRICA6796, November 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • Erik Read
    • December 10, 2001

49. Orphan Sole proprietor Plan-What to do?

    By jane123, July 24, 2005
    • 3 replies
    • 1.5k views
    • 
    • No Name
    • July 25, 2005

50. OT - Judy Diamond marketing

    By Tax Cowboy, January 21, 2025   

    • marketing
    • retirement plans
    • 2 replies
    • 3.3k views
    • 
    • Bantais
    • October 6, 2025