Retirement Plans in General

5,772 topics in this forum

1. PEO's

   By Belgarath, November 8, 2001
   • 3 replies
   • 1.8k views
   • 
   • MWeddell
   • November 13, 2001

2. People who opt out--are they participants?

   By BG5150, October 7, 2009
   • 6 replies
   • 1.3k views
   • 
   • Tom Poje
   • October 12, 2009

3. PEOs

   By Madison71, January 31, 2018
   • 3 replies
   • 1.8k views
   • 
   • Madison71
   • February 1, 2018

4. PEP Participant Fees

   By Molgilny89, October 25, 2022
   • 1 reply
   • 1.1k views
   • 
   • Peter Gulia
   • October 26, 2022

5. PEP's

   By Belgarath, December 8, 2022
   • 6 replies
   • 1.3k views
   • 
   • Belgarath
   • December 9, 2022

6. Per diem exclusion and top heavy

   By pmacduff, January 26, 2018
   • 2 replies
   • 755 views
   • 
   • Larry Starr
   • January 30, 2018

7. Per Stirpes

   By Guest Enda80, March 27, 2008
   • 23 replies
   • 6.6k views
   • 
   • GMK
   • April 1, 2008

8. Performance Reviews

   By Guest boetgerinc, May 21, 1999
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • May 21, 1999

9. Permanent Opt-Out Form

   By bzorc, January 13, 2020
   • 0 replies
   • 669 views
   • 
   • bzorc
   • January 13, 2020

10. Permissive aggregation for coverage testing

    By Belgarath, April 5, 2019
    • 6 replies
    • 3.2k views
    • 
    • Tom Poje
    • April 5, 2019

11. Permissively Aggregate with a Union Plan

    By Oh so SIMPLE, March 21, 2011
    • 1 reply
    • 919 views
    • 
    • PensionPro
    • March 21, 2011

12. Permitted beneficiary for life insurance in DB plan

    By Guest Dave Peckham, May 8, 2012
    • 1 reply
    • 922 views
    • 
    • rcline46
    • May 8, 2012

13. Permitted Dispairy

    By Guest RSpecht, October 22, 2010
    • 2 replies
    • 1k views
    • 
    • david rigby
    • October 22, 2010

14. Permitted Disparity

    By chris, July 2, 2002
    • 1 reply
    • 1.4k views
    • 
    • chris
    • July 2, 2002

15. Permitted Disparity Language on Statements--New Comp?

    By BG5150, January 6, 2022
    • 2 replies
    • 556 views
    • 
    • BG5150
    • January 6, 2022

16. Permitted Disparity used in the general test of 401(a)(4) for a DC pla

    By Guest WBrown, June 14, 1999
    • 3 replies
    • 3.3k views
    • 
    • Wessex
    • June 17, 1999

17. Personnel Manual and Plan Document differ in eligibility criteria for 403(b)(9) non-electing church plan

    By KaJay, August 20, 2019
    • 7 replies
    • 1k views
    • 
    • KaJay
    • August 23, 2019

18. Pet Insurance

    By JackS, July 5, 2018   

    • compensation
    • fringe benefits
    • 1 reply
    • 789 views
    • 
    • Larry Starr
    • July 5, 2018

19. Phased Retirement

    By Guest Phased, August 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • MGB
    • August 9, 2004

20. Phased Retirement - Ideas?

    By waid10, August 12, 2005
    • 9 replies
    • 1.9k views
    • 
    • Erik Read
    • September 1, 2005

21. Phased Retirement Plan - Employer Discretion

    By Carol V. Calhoun, August 2, 2017
    • 2 replies
    • 724 views
    • 
    • Luke Bailey
    • August 3, 2017

22. Phased Retirement Plans

    By Guest Steven N, November 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • November 10, 2004

23. Phone number or address to obtain a new copy of lost favorable determi

    By John A, April 3, 2000
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • April 4, 2000

24. Physician with ownership in Dialysis Center

    By Dougsbpc, March 30, 2022
    • 1 reply
    • 543 views
    • 
    • Nate S
    • March 30, 2022

25. Physicians Group contracted by National Group ASG? PEO?

    By Guest Born2Run, August 11, 2009
    • 0 replies
    • 957 views
    • 
    • Guest
    • August 11, 2009

26. place for it not to stand as considered ongoing

    By Guest Enda80, October 15, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 16, 2009

27. Places to look for new job?

    By BG5150, May 14, 2015
    • 4 replies
    • 1k views
    • 
    • Hojo
    • June 10, 2015

28. Placing of Controlled Group HCEs on subsidiaries' payrolls to satisfy

    By Guest McElroy, June 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 12, 2000

29. Plan "Contribution"?

    By J Simmons, December 4, 2008
    • 3 replies
    • 1.1k views
    • 
    • J Simmons
    • December 4, 2008

30. plan #'s

    By Guest beckyhummer, June 13, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • June 18, 2001

31. plan admin qt.

    By Guest mab, November 5, 2002
    • 3 replies
    • 1.3k views
    • 
    • IRC401
    • November 16, 2002

32. Plan Administrator EIN

    By Marty, November 21, 2023
    • 7 replies
    • 2.4k views
    • 
    • Gilmore
    • November 22, 2023

33. Plan administrator sent me my first annual 409A plan distribution a year too early

    By RayJJohnsonJr, April 21, 2023
    • 3 replies
    • 658 views
    • 
    • RayJJohnsonJr
    • May 2, 2023

34. Plan Adoption Timing

    By Guest rslagle224, December 8, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 2005

35. Plan aggregation for coverage/non-discrimination

    By Guest Sieve, December 26, 2012
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • December 26, 2012

36. Plan amendment - nondiscrimination issue?

    By Belgarath, September 12, 2013
    • 10 replies
    • 1.2k views
    • 
    • Calavera
    • September 13, 2013

37. Plan Amendment and Entry Date

    By DP, April 25, 2005
    • 10 replies
    • 2.4k views
    • 
    • DP
    • April 26, 2005

38. Plan Amendment re Forfeitures

    By chris, September 10, 2004
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • September 13, 2004

39. Plan Amendments

    By Guest JPAdmin, December 27, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 27, 2001

40. Plan and fiscal year don't match

    By Belgarath, November 30, 2018
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • December 3, 2018

41. Plan Asset Written Off Years Ago Now Recovered

    By DP, September 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • September 21, 2000

42. Plan assets discovered long after plan terminated.

    By Belgarath, May 22, 2002
    • 7 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • May 23, 2002

43. Plan assets invested in partnership

    By eml691, August 21, 2020
    • 4 replies
    • 1.1k views
    • 
    • JOH
    • August 26, 2020

44. Plan Audit

    By Archimage, June 2, 2003
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • June 3, 2003

45. Plan audit information

    By rcline46, December 20, 2006
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • December 20, 2006

46. Plan Audit No Longer Required

    By 401kSteve, March 14, 2024
    • 6 replies
    • 3.4k views
    • 
    • Peter Gulia
    • March 22, 2024

47. Plan Audit of Money Purchase and Profit sharing Plans

    By thepensionmaven, January 4, 2005
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 4, 2005

48. plan but no employer

    By Earl, September 20, 2016
    • 28 replies
    • 2k views
    • 
    • Earl
    • September 22, 2016

49. Plan Comp Limit when accrual period < 12 months

    By Guest KennyH, April 3, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 3, 2012

50. Plan Comp. excl/incl salary redux???

    By chris, September 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • September 24, 2002