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Retirement Plans in General

5,772 topics in this forum

  1. plan limits

    By Tom Poje,
    • 1 reply
    • 373 views

  2. plan limits for fiscal year plans

    By M Norton,
    • 4 replies
    • 7.1k views

  3. plan limits next year

    By Tom Poje,
    • 1 reply
    • 356 views

  4. Plan Loan

    By imchipbrown,
    • 0 replies
    • 1.5k views

  5. Plan Loans - amid COVID-19

    By msmith,
    • 15 replies
    • 1.7k views

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

    By Guest Edward McElroy,
    • 1 reply
    • 1.6k views

  7. Plan Merger

    By Egold,
    • 8 replies
    • 1k views

  8. Plan Merger after Asset Sale

    By K-t-F,
    • 15 replies
    • 2.1k views

  9. Plan merger and life insurance

    By R. Butler,
    • 1 reply
    • 931 views

  10. Plan Merger Law Update Amendment?

    By Purplemandinga,
    • 4 replies
    • 1.2k views

  11. Plan Mergers

    By Madison71,
    • 16 replies
    • 2k views

  12. Plan Name Change and TIN

    By Karen McIver,
    • 1 reply
    • 981 views
    • Bird
    • Bird

  13. Plan number on document and 5500 do not match

    By AKconsult,
    • 4 replies
    • 1.8k views

  14. Plan numbers

    By Draper55,
    • 1 reply
    • 694 views

  15. Plan of Association

    By Guest Sieve,
    • 3 replies
    • 991 views

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

    By kwalified,
    • 2 replies
    • 913 views

  17. 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

  18. Plan Permanency Issue

    By Lucky32,
    • 10 replies
    • 2k views

  19. Plan Proposal programs

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

  20. Plan provision re disregard of service for vesting purposes

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

  21. Plan provision requirement for 415 Regs

    By Guest L337pwner5,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

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

    By TPApril,
    • 2 replies
    • 512 views

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

    By BG5150,
    • 6 replies
    • 1.2k views

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

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

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

    By Guest dyoder,
    • 1 reply
    • 982 views

  26. Plan Sponsor changes from Sole Proprietor to Corporation

    By rodin011,
    • 2 replies
    • 588 views

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

    By pgold,
    • 4 replies
    • 1.1k views

  28. Plan Sponsor named as Participant's beneficiary

    By Guest Andy,
    • 2 replies
    • 1.4k views

  29. Plan sponsor out of business

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

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

    By Guest calcu,
    • 2 replies
    • 1.8k views

  31. plan start date for sole proprietor

    By cpc0506,
    • 9 replies
    • 2.3k views

  32. Plan Submission?

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

  33. plan takeover with pooled investments

    By thepensionmaven,
    • 5 replies
    • 902 views

  34. Plan Term - New plan - successor issue?

    By jmartin,
    • 3 replies
    • 1.3k views

  35. Plan Term Lost Partic no SSN

    By BG5150,
    • 21 replies
    • 1.8k views

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

    By BG5150,
    • 2 replies
    • 1.1k views

  37. Plan Termed, Partic is getting a divorce

    By BG5150,
    • 15 replies
    • 1.2k views

  38. Plan Termination

    By waid10,
    • 0 replies
    • 1.4k views

  39. Plan termination - assets returned to plan sponsor

    By cpc0506,
    • 6 replies
    • 1.5k views

  40. Plan Termination / Merger

    By PainPA,
    • 10 replies
    • 1.4k views

  41. Plan Termination and SECURE 2.0 Amendments

    By Belgarath,
    • 13 replies
    • 2.3k views

  42. Plan termination distributions done incorrectly

    By Jakyasar,
    • 8 replies
    • 1.2k views

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

    By Guest Enda80,
    • 1 reply
    • 1.2k views

  44. 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

  45. 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
    • 1.1k views
    • Guest
    • Guest

  46. Plan TIN Nr

    By Guest Tess320,
    • 6 replies
    • 2.3k views

  47. Plan to Plan transfers for a union population

    By Jpagano,
    • 5 replies
    • 1.3k views

  48. Plan Trustee deceased

    By Cynchbeast,
    • 16 replies
    • 4.7k views

  49. Plan Trusts--and the doctrine of merger

    By J Simmons,
    • 4 replies
    • 3.4k views

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

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