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Retirement Plans in General

5,753 topics in this forum

  1. Plan participant with commingled account balance has personal broker who wants breakdown of the investments in the commingled accounts

    By Guest mpark,
    • 3 replies
    • 1.1k views
    • Guest
    • Guest

  2. Plan Permanency Issue

    By Lucky32,
    • 10 replies
    • 2k views

  3. Plan Proposal programs

    By Guest pineapple,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  4. Plan provision re disregard of service for vesting purposes

    By chris,
    • 10 replies
    • 2.7k views
    • Guest
    • Guest

  5. Plan provision requirement for 415 Regs

    By Guest L337pwner5,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  6. Plan Restatement Date - implication on short plan year?

    By TPApril,
    • 2 replies
    • 498 views

  7. Plan retro effective to '21 for PS--5500?

    By BG5150,
    • 6 replies
    • 1.1k views

  8. Plan Retroactively Disqualified and IRC Code Section 402(B)(4)

    By Guest San Diego Benefits Guy,
    • 3 replies
    • 2.4k views
    • Guest
    • Guest

  9. Plan Sponsor Changes from LLC to S Corporation - Effect on Document

    By Guest dyoder,
    • 1 reply
    • 973 views

  10. Plan Sponsor changes from Sole Proprietor to Corporation

    By rodin011,
    • 2 replies
    • 567 views

  11. Plan sponsor changes name and plan name in middle of plan year

    By pgold,
    • 4 replies
    • 1.1k views

  12. Plan Sponsor named as Participant's beneficiary

    By Guest Andy,
    • 2 replies
    • 1.4k views

  13. Plan sponsor out of business

    By Guest art,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  14. Plan sponsor's obligation to provide individual with info regarding distributions after termination

    By Guest calcu,
    • 2 replies
    • 1.8k views

  15. plan start date for sole proprietor

    By cpc0506,
    • 9 replies
    • 2.2k views

  16. Plan Submission?

    By Guest Robert Lees,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  17. plan takeover with pooled investments

    By thepensionmaven,
    • 5 replies
    • 891 views

  18. Plan Term - New plan - successor issue?

    By jmartin,
    • 3 replies
    • 1.2k views

  19. Plan Term Lost Partic no SSN

    By BG5150,
    • 21 replies
    • 1.8k views

  20. Plan term--is this person 100% vested?

    By BG5150,
    • 2 replies
    • 1k views

  21. Plan Termed, Partic is getting a divorce

    By BG5150,
    • 15 replies
    • 1.2k views

  22. Plan Termination

    By waid10,
    • 0 replies
    • 1.4k views

  23. Plan termination - assets returned to plan sponsor

    By cpc0506,
    • 6 replies
    • 1.5k views

  24. Plan Termination / Merger

    By PainPA,
    • 10 replies
    • 1.4k views

  25. Plan Termination and SECURE 2.0 Amendments

    By Belgarath,
    • 13 replies
    • 2.2k views

  26. Plan termination distributions done incorrectly

    By Jakyasar,
    • 8 replies
    • 1.2k views

  27. Plan termination question; when terminating a money purchase plan, must one fully vest all participants?

    By Guest Enda80,
    • 1 reply
    • 1.2k views

  28. Plan Termination; If the Plan Terminates Effective Earlier to the Concluding Day of the Plan Year, Does Mutatis Mutandis Concluding Day of the Plan Year Allocation Condition Recalibrate to the Effective Date of the Plan Termination?

    By Kent Allard,   
    • 9 replies
    • 1.6k views

  29. Plan terminations; what do you have to do? Other than accelerated vesting and amending the plan? When you terminate a retirement plan, other than ac

    By Guest Enda80,
    • 4 replies
    • 1k views
    • Guest
    • Guest

  30. Plan TIN Nr

    By Guest Tess320,
    • 6 replies
    • 2.3k views

  31. Plan to Plan transfers for a union population

    By Jpagano,
    • 5 replies
    • 1.2k views

  32. Plan Trustee deceased

    By Cynchbeast,
    • 16 replies
    • 4.6k views

  33. Plan Trusts--and the doctrine of merger

    By J Simmons,
    • 4 replies
    • 3.4k views

  34. Plan TTEE dies... co-trustee (wife) cant find doc....

    By K-t-F,
    • 1 reply
    • 1.2k views

  35. plan vs plan sponsor

    By thepensionmaven,
    • 6 replies
    • 800 views

  36. Plan was a MEP, but no one knew it...

    By Belgarath,
    • 6 replies
    • 763 views

  37. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 710 views

  38. plan with only hce's

    By Guest Elizabeth Gaskins,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  39. Plan without a Sponsor

    By dmb,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  40. Plan year change - compensation

    By Jakyasar,
    • 2 replies
    • 810 views

  41. Plan year different from Tax Year of Corporation - Help !

    By Guest rffahey,
    • 3 replies
    • 1.4k views

  42. plan year not equal to fiscal year

    By Santo Gold,
    • 3 replies
    • 1.3k views

  43. Plan Year vs. Fiscal Year

    By MjInvestments,
    • 7 replies
    • 5.7k views

  44. Plan Year/Limitation Year

    By Guest JROSSITTER,
    • 1 reply
    • 1.6k views

  45. Planning Opportunities with Demise of Code Section 415(e)

    By Guest Edward McElroy,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  46. Plans for Corporate Directors

    By Guest JD Colville,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  47. Plans moving to a MEP--compliance testing and contributions

    By BG5150,
    • 0 replies
    • 580 views

  48. Plans per administrator

    By Guest Jhagan,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  49. plans subject to QJSA

    By Guest sritts,
    • 3 replies
    • 1.6k views

  50. Please Recommend your Job Search Method or Headhunter

    By Guest RosemaryK,
    • 0 replies
    • 671 views
    • Guest
    • Guest
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