Retirement Plans in General

5,753 topics in this forum

1. Plan Disqualification?

   By katieinny, March 22, 2017   

   • one-person plan with loan problems
   • 1 reply
   • 481 views
   • 
   • My 2 cents
   • March 22, 2017

2. Plan Distributions and Workman's Comp

   By Guest merlin, April 11, 2003
   • 0 replies
   • 964 views
   • 
   • Guest
   • April 11, 2003

3. Plan document 401(h) accoounts

   By PowerCPA, December 15, 2017
   • 1 reply
   • 1k views
   • 
   • JamesK
   • December 20, 2017

4. Plan document and SPD disagree

   By J Simmons, February 14, 2009
   • 6 replies
   • 1.8k views
   • 
   • J Simmons
   • February 16, 2009

5. Plan Document availability

   By Guest wlank, December 22, 2007
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • December 30, 2007

6. Plan document doesn't address 410(b) test

   By eilano, March 20, 2003
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • March 20, 2003

7. Plan document issues when sponsoring finan. insti. is bought by anothe

   By Guest Kathleen Fouquet, September 13, 2001
   • 2 replies
   • 1.5k views
   • 
   • Alan Simpson
   • September 13, 2001

8. Plan Document vs. Collective Bargaining Agreement

   By CuseFan, September 6, 2017
   • 5 replies
   • 3.7k views
   • 
   • Luke Bailey
   • September 14, 2017

9. Plan Documents

   By pbarrett, August 28, 2001
   • 0 replies
   • 1.3k views
   • 
   • pbarrett
   • August 28, 2001

10. Plan documents & Docusign

    By doombuggy, September 24, 2009
    • 2 replies
    • 1.5k views
    • 
    • doombuggy
    • October 1, 2009

11. Plan Eligibility

    By mjf06241972, May 21, 2019
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • May 21, 2019

12. Plan Eligibility

    By coleboy, January 10, 2017
    • 7 replies
    • 1.1k views
    • 
    • My 2 cents
    • January 10, 2017

13. Plan eligibility again

    By ombskid, January 18, 2017
    • 5 replies
    • 581 views
    • 
    • ombskid
    • January 18, 2017

14. Plan eligibility mis-amendment

    By MoShawn, August 9, 2010
    • 0 replies
    • 814 views
    • 
    • MoShawn
    • August 9, 2010

15. Plan Entry Date

    By Guest CharlieLaur, April 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • April 13, 2006

16. Plan Entry Date Question

    By BG5150, February 8, 2023
    • 2 replies
    • 690 views
    • 
    • Paul I
    • February 10, 2023

17. Plan Entry Dates

    By BG5150, March 5, 2013
    • 1 reply
    • 1.2k views
    • 
    • GMK
    • March 5, 2013

18. Plan Entry w/18 month Year's of Service

    By Jean, May 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • May 13, 2003

19. Plan expense reimbursement question

    By Guest newbenefitsguy, December 15, 2011
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • December 15, 2011

20. Plan expenses

    By Guest JMN, October 12, 2011
    • 4 replies
    • 963 views
    • 
    • QDROphile
    • October 13, 2011

21. Plan fees

    By Guest taj32z, January 15, 2003
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • January 16, 2003

22. Plan fees

    By PJaeger, August 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • August 10, 2001

23. Plan fees paid by employer - is this a problem?

    By Santo Gold, April 2, 2007
    • 9 replies
    • 3.5k views
    • 
    • KJohnson
    • April 3, 2007

24. Plan for a FA's company... PTE if the owner is the advisor?

    By AlbanyConsultant, December 14, 2016
    • 2 replies
    • 585 views
    • 
    • Peter Gulia
    • December 14, 2016

25. Plan for Union Employees

    By SMB, August 1, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 1, 2008

26. Plan had corporate title, now a sole proprietor

    By katieinny, September 15, 2015   

    • What to do about EIN?
    • 2 replies
    • 789 views
    • 
    • katieinny
    • September 16, 2015

27. Plan has no Designated Investment Alternatives, now what?

    By BG5150, July 9, 2020
    • 5 replies
    • 1.2k views
    • 
    • Gilmore
    • July 10, 2020

28. Plan integration .... 2.7% vs 2.4%

    By Guest Moe Howard2, October 13, 2004
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • October 13, 2004

29. Plan Investment option/restriction

    By Earl, October 13, 2017   

    • foreign ordinaries
    • 0 replies
    • 404 views
    • 
    • Earl
    • October 13, 2017

30. Plan Language Limiting Alternate Payee's Access to Benefits...

    By Fielding Mellish, June 10, 2014   

    • Plan Operation
    • Plan Language
    • (and 1 more)

      Tagged with:

      • Plan Operation
      • Plan Language
      • QDRO
    • 5 replies
    • 1.9k views
    • 
    • Fielding Mellish
    • June 11, 2014

31. Plan Limits

    By Tom Poje, December 16, 2008
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 16, 2008

32. Plan Limits

    By MoShawn, October 5, 2009
    • 30 replies
    • 5.8k views
    • 
    • XTitan
    • October 20, 2009

33. Plan limits

    By Tom Poje, September 20, 2010
    • 12 replies
    • 2k views
    • 
    • Guest
    • October 28, 2010

34. plan limits

    By Tom Poje, September 18, 2014
    • 8 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 19, 2014

35. plan limits

    By Tom Poje, March 15, 2017
    • 1 reply
    • 365 views
    • 
    • david rigby
    • March 15, 2017

36. plan limits for fiscal year plans

    By M Norton, September 10, 2009
    • 4 replies
    • 7.1k views
    • 
    • M Norton
    • September 10, 2009

37. plan limits next year

    By Tom Poje, September 14, 2017
    • 1 reply
    • 345 views
    • 
    • XTitan
    • September 14, 2017

38. Plan Loan

    By imchipbrown, May 5, 1999
    • 0 replies
    • 1.5k views
    • 
    • imchipbrown
    • May 5, 1999

39. Plan Loans - amid COVID-19

    By msmith, March 26, 2020
    • 15 replies
    • 1.7k views
    • 
    • Kansas401k
    • April 1, 2020

40. Plan Maintianed by Limited Partnership with S-Corps. as Partners

    By Guest Edward McElroy, November 18, 1998
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • November 18, 1998

41. Plan Merger

    By Egold, April 20, 2022
    • 8 replies
    • 1k views
    • 
    • Egold
    • April 20, 2022

42. Plan Merger after Asset Sale

    By K-t-F, March 9, 2020
    • 15 replies
    • 2.1k views
    • 
    • QP_Guy
    • March 19, 2020

43. Plan merger and life insurance

    By R. Butler, November 21, 2014
    • 1 reply
    • 922 views
    • 
    • My 2 cents
    • November 21, 2014

44. Plan Merger Law Update Amendment?

    By Purplemandinga, March 25, 2021
    • 4 replies
    • 1.2k views
    • 
    • MoJo
    • March 25, 2021

45. Plan Mergers

    By Madison71, August 18, 2016
    • 16 replies
    • 2k views
    • 
    • Madison71
    • August 19, 2016

46. Plan Name Change and TIN

    By Karen McIver, September 13, 2021
    • 1 reply
    • 945 views
    • 
    • Bird
    • September 14, 2021

47. Plan number on document and 5500 do not match

    By AKconsult, July 27, 2020
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • July 28, 2020

48. Plan numbers

    By Draper55, January 6, 2021
    • 1 reply
    • 670 views
    • 
    • Bill Presson
    • January 6, 2021

49. Plan of Association

    By Guest Sieve, May 2, 2011
    • 3 replies
    • 980 views
    • 
    • rcline46
    • May 3, 2011

50. Plan options for a self employed, 58 year old sole employee

    By kwalified, August 21, 2012
    • 2 replies
    • 897 views
    • 
    • ETA Consulting LLC
    • August 22, 2012