Retirement Plans in General

5,772 topics in this forum

1. Partial Plan Termination and de minimis distributions

   By ldr, June 4, 2018   

   • partial termination
   • distributions
   • 10 replies
   • 2.4k views
   • 
   • ldr
   • June 8, 2018

2. Partial Plan Termination?

   By cheersmate, August 20, 2018   

   • partial plan termination
   • small employer
   • (and 1 more)

     Tagged with:

     • partial plan termination
     • small employer
     • sale of a location
   • 13 replies
   • 1.7k views
   • 
   • Luke Bailey
   • August 24, 2018

3. Partial termination

   By Cynchbeast, September 21, 2017
   • 4 replies
   • 783 views
   • 
   • CuseFan
   • September 22, 2017

4. Partial Termination

   By Scott, July 8, 1999
   • 1 reply
   • 2.9k views
   • 
   • david rigby
   • July 9, 1999

5. Partial termination in plan covering employees in more than one collec

   By Guest LMalone, February 9, 2001
   • 1 reply
   • 1.7k views
   • 
   • david rigby
   • February 19, 2001

6. Partial Termination of Plan

   By Guest budman, March 20, 2003
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • March 20, 2003

7. Participant 404a fee disclosures

   By Belgarath, July 24, 2012
   • 2 replies
   • 1.1k views
   • 
   • ESOP Guy
   • July 24, 2012

8. Participant Compensation used in Deduction Limits for Combo Plans

   By jbrindisi77, February 20, 2015   

   • deductions
   • cash balance
   • (and 2 more)

     Tagged with:

     • deductions
     • cash balance
     • profit sharing
     • 401(k)
   • 1 reply
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • February 20, 2015

9. Participant count for large plan

   By Cynchbeast, September 6, 2018
   • 8 replies
   • 692 views
   • 
   • ETA Consulting LLC
   • September 7, 2018

10. participant damages from overdistribution

    By Guest carolyny, January 26, 2002
    • 21 replies
    • 4.6k views
    • 
    • mbozek
    • April 17, 2003

11. Participant died & has living trust

    By Cynchbeast, June 18, 2013
    • 12 replies
    • 1.8k views
    • 
    • david rigby
    • August 15, 2013

12. Participant dies; was taking RMD. Can surviving wife keep husband's account, retitling it to her, as part of plan assets and take RMD?

    By Guest jusducki, February 6, 2004
    • 1 reply
    • 941 views
    • 
    • AndyH
    • February 6, 2004

13. Participant Directed Accounts; brokers want all kinds of indemnificati

    By chris, January 31, 2003
    • 7 replies
    • 1.6k views
    • 
    • mbozek
    • February 5, 2003

14. Participant Elects Eligibility/Vesting?

    By lkpittman, March 21, 2001
    • 4 replies
    • 1.8k views
    • 
    • actuarysmith
    • March 23, 2001

15. Participant entitled to SHNE contribution?

    By Dougsbpc, October 30, 2023
    • 1 reply
    • 554 views
    • 
    • Paul I
    • October 30, 2023

16. Participant fee disclosures

    By Guest Jennyb473, April 24, 2012
    • 0 replies
    • 844 views
    • 
    • Guest
    • April 24, 2012

17. Participant fee disclosures in SPD

    By Bird, September 21, 2022
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • September 23, 2022

18. Participant force out

    By Guest jhilliard, August 12, 2003
    • 17 replies
    • 5.6k views
    • 
    • Guest
    • August 19, 2003

19. participant help

    By K2retire, December 14, 2017
    • 12 replies
    • 1.8k views
    • 
    • K2retire
    • December 19, 2017

20. Participant in more than one plan issues...

    By chris, October 22, 2003
    • 15 replies
    • 3.4k views
    • 
    • david rigby
    • October 25, 2003

21. Participant in tax treaty countries

    By Susans, November 6, 2018
    • 1 reply
    • 665 views
    • 
    • Luke Bailey
    • November 7, 2018

22. Participant Loan

    By Guest DNH, July 16, 2008
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 17, 2008

23. Participant loan exceeds $50,000.00

    By Guest terric, October 11, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 11, 2005

24. Participant loans from Roth, 401(a)(4) testing, and PT issues

    By Belgarath, January 13, 2014
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • January 17, 2014

25. Participant mistakenly got distribution during merger of MP into PS; how to correct?

    By dmb, September 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • ljr
    • September 22, 2003

26. Participant Opts Out (waives out)

    By Basically, March 14, 2024
    • 9 replies
    • 1.8k views
    • 
    • Bri
    • March 15, 2024

27. Participant overpaid in plan termination/how to recover funds from ove

    By Lynn Campbell, January 5, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 8, 1999

28. Participant Record Updating?

    By Guest fcdeacy, April 20, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 2, 2005

29. Participant Request

    By chris, January 15, 2004
    • 5 replies
    • 1.2k views
    • 
    • chris
    • January 15, 2004

30. Participant Statements

    By Tom Poje, February 19, 2008
    • 4 replies
    • 1k views
    • 
    • Bird
    • February 19, 2008

31. Participant statements

    By BG5150, August 9, 2012
    • 2 replies
    • 879 views
    • 
    • BG5150
    • August 10, 2012

32. Participant Statements

    By betheeg, March 22, 2004
    • 2 replies
    • 1.3k views
    • 
    • betheeg
    • March 22, 2004

33. Participant Statements

    By Nassau, May 17, 2011
    • 1 reply
    • 1k views
    • 
    • Bird
    • May 18, 2011

34. participant statements - vesting

    By k man, April 16, 2007
    • 4 replies
    • 2k views
    • 
    • k man
    • April 17, 2007

35. Participant statments

    By Jim Chad, March 22, 2007
    • 3 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 28, 2007

36. participant terminates and rolls account before all contributions were made to her account

    By mariemonroe, May 1, 2018
    • 3 replies
    • 730 views
    • 
    • CuseFan
    • May 1, 2018

37. Participant under threshold to get allocation in 2020; options?

    By AlbanyConsultant, January 14, 2021
    • 4 replies
    • 574 views
    • 
    • Mike Preston
    • January 28, 2021

38. Participants never vest due to nature of jobs

    By AndrewZ, November 3, 2020
    • 0 replies
    • 461 views
    • 
    • AndrewZ
    • November 3, 2020

39. Participate in two plans

    By Guest cascigm, October 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 8, 2001

40. Participating Employer / Affiliated Service Group

    By mming, July 28, 2011
    • 2 replies
    • 1.6k views
    • 
    • mming
    • August 30, 2011

41. Participating employer goes away, is it a plan termination?

    By Flyboyjohn, November 19, 2015
    • 5 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • November 20, 2015

42. Participating Employer Setting up Own Plan

    By chris, September 26, 2014
    • 10 replies
    • 3.6k views
    • 
    • QDROphile
    • September 30, 2014

43. Participation & Top Heavy Requirements

    By Guest jgordon, July 20, 2004
    • 13 replies
    • 4.2k views
    • 
    • Guest
    • July 27, 2004

44. Participation by non-resident aliens

    By Guest DonnaD, October 7, 2004
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • October 11, 2004

45. Participation Date of Rehired Employee Who Had Received Involuntary Ca

    By KJohnson, July 14, 2000
    • 1 reply
    • 1.6k views
    • 
    • Erik Read
    • July 24, 2000

46. Participation in either/or plans

    By msmith, January 20, 2009
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 26, 2009

47. Participation waived - do they get Top Heavy contributon?

    By GrammieMame, June 24, 2016
    • 8 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 28, 2016

48. Particiption in Multiple Plans Simultaneously

    By flosfur, April 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 29, 2003

49. Partner Always an "Employer" In Regards to Plan?

    By Christine Roberts, February 9, 2004
    • 0 replies
    • 843 views
    • 
    • Christine Roberts
    • February 9, 2004

50. Partner and sole proprietor and same client

    By ombskid, December 21, 2017
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • December 27, 2017