Retirement Plans in General

5,753 topics in this forum

1. PLR 9437042- Need a Copy

   By Appleby, December 7, 2005
   • 2 replies
   • 2.5k views
   • 
   • Appleby
   • December 7, 2005

2. PLR's as Precedent?

   By Guest JD Colville, May 17, 1999
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • May 29, 1999

3. Points Allocation

   By Santo Gold, August 14, 2006
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • August 14, 2006

4. Pooled Acct Amend to Allow Dist in Year of Term?

   By AmyETPA, June 13, 2022
   • 6 replies
   • 688 views
   • 
   • Nate S
   • June 16, 2022

5. Pooled acct in Partic-directed plan

   By BG5150, September 29, 2020
   • 2 replies
   • 480 views
   • 
   • ESOP Guy
   • September 29, 2020

6. Pooled Earnings for Terminated Participants

   By katdmin, March 2, 2021
   • 8 replies
   • 1.5k views
   • 
   • Bird
   • March 4, 2021

7. Pooled Employer Plans

   By D.J. Simonetti, May 23, 2020
   • 3 replies
   • 1.3k views
   • 
   • Peter Gulia
   • May 26, 2020

8. Pooled Employer Plans (PEP)

   By Belgarath, August 6, 2024
   • 3 replies
   • 1.2k views
   • 
   • jsample
   • August 7, 2024

9. pooled plan - showing fees (or not) on participant statements

   By AlbanyConsultant, July 29, 2024
   • 2 replies
   • 1k views
   • 
   • Bird
   • July 29, 2024

10. pooled plan sponsor wants to reimburse the trust for fees

    By AlbanyConsultant, April 15, 2021
    • 6 replies
    • 922 views
    • 
    • AlbanyConsultant
    • April 16, 2021

11. Pooled plan sued for declaring special val

    By Bird, June 19, 2020
    • 8 replies
    • 1.5k views
    • 
    • Luke Bailey
    • June 22, 2020

12. Pooled Profit Sharing

    By Nic, May 22, 2019
    • 20 replies
    • 3.6k views
    • 
    • Gilmore
    • May 30, 2019

13. Portability after EGTRRA

    By wmyer, November 29, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 21, 2001

14. Portman-Cardin Ways & Means Mark Up

    By MGB, July 18, 2003
    • 8 replies
    • 1.5k views
    • 
    • mbozek
    • July 21, 2003

15. Possible Conrolled Group - Shared Employees

    By thepensionmaven, March 8, 2018
    • 4 replies
    • 788 views
    • 
    • thepensionmaven
    • March 9, 2018

16. Possible Controlled Group and PT Issues

    By mming, January 31, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • February 6, 2009

17. possible controlled group scenario

    By dmb, July 21, 2004
    • 10 replies
    • 1.7k views
    • 
    • Archimage
    • July 22, 2004

18. Possible Prohibited Transaction?

    By mming, January 6, 2010
    • 4 replies
    • 1.3k views
    • 
    • jpod
    • January 6, 2010

19. Post tax rollover monies

    By Guest Penny40, July 3, 2002
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • September 18, 2002

20. post-death spousal consent

    By jpod, June 26, 2017
    • 17 replies
    • 2.5k views
    • 
    • MoJo
    • June 27, 2017

21. post-severance comp a few years later

    By AlbanyConsultant, February 25, 2014
    • 0 replies
    • 815 views
    • 
    • AlbanyConsultant
    • February 25, 2014

22. Post-severance compensation

    By Belgarath, January 29, 2024
    • 7 replies
    • 4.6k views
    • 
    • DDahl
    • July 16

23. Post-Severance Pay Correction

    By EPCRSGuru, March 29, 2021
    • 3 replies
    • 1.2k views
    • 
    • digger
    • April 9, 2021

24. Potential ASG between Doc and Billing office

    By jmartin, October 18, 2012
    • 0 replies
    • 744 views
    • 
    • jmartin
    • October 18, 2012

25. Potential Participant SSN Issue

    By kmhaab, January 25, 2021
    • 4 replies
    • 1.4k views
    • 
    • EPCRSGuru
    • January 26, 2021

26. Power of Attorney for trustee?

    By K2retire, March 29, 2010
    • 8 replies
    • 11.2k views
    • 
    • Ron Snyder
    • April 15, 2010

27. power of attorney signature

    By Zorro1k, May 9, 2016   

    • power
    • attorney
    • (and 1 more)

      Tagged with:

      • power
      • attorney
      • signature
    • 2 replies
    • 1.2k views
    • 
    • MoJo
    • May 9, 2016

28. PPA disclosure statement in a pooled plan

    By AlbanyConsultant, August 22, 2012
    • 3 replies
    • 1.2k views
    • 
    • ESOP Guy
    • August 24, 2012

29. PPA effective date

    By Cynchbeast, August 7, 2014
    • 3 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • August 8, 2014

30. PPA Optional Amendments

    By Guest lvegas, January 5, 2007
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • February 9, 2007

31. PPA Quarterly Benefit Statement Requirement

    By MarZDoates, January 2, 2007
    • 4 replies
    • 2.1k views
    • 
    • PLAN MAN
    • January 3, 2007

32. PPA Quarterly Statement Requirements

    By MarZDoates, November 29, 2006
    • 10 replies
    • 3.5k views
    • 
    • DLavigne
    • December 7, 2006

33. PPA Quarterly Statements

    By Guest tas1, March 20, 2007
    • 7 replies
    • 4.6k views
    • 
    • Bird
    • March 29, 2007

34. PPA Restatement Effective Date

    By Cynchbeast, May 26, 2015
    • 7 replies
    • 5.9k views
    • 
    • Bird
    • June 16, 2015

35. PPA Vesting

    By mming, November 3, 2006
    • 0 replies
    • 1.4k views
    • 
    • mming
    • November 3, 2006

36. PPA Vesting

    By mming, March 26, 2007
    • 2 replies
    • 1.3k views
    • 
    • Peanut Butter Man
    • March 30, 2007

37. PPP Forgiveness Question

    By Gilmore, September 30, 2020
    • 0 replies
    • 394 views
    • 
    • Gilmore
    • September 30, 2020

38. PPP Money

    By thepensionmaven, March 9, 2021
    • 15 replies
    • 1.7k views
    • 
    • shERPA
    • March 15, 2021

39. Practicing law without a license?

    By Guest TrustMe401k, November 4, 2002
    • 34 replies
    • 7.5k views
    • 
    • g8r
    • May 16, 2003

40. Pre 1986 After-tax contributions in P/S plan

    By Biscuit13, June 22, 2015   

    • After-tax contributions
    • Pre 1986
    • 6 replies
    • 4.7k views
    • 
    • Biscuit13
    • June 23, 2015

41. Pre-approved plan document amendment to permit rollovers

    By buckaroo, October 24, 2017
    • 3 replies
    • 804 views
    • 
    • Bird
    • October 30, 2017

42. Pre-Approved Plan Providers

    By Benefits Vet, September 9, 2019
    • 5 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • September 10, 2019

43. Pre-approved plan restatements

    By Belgarath, September 30, 2020
    • 1 reply
    • 893 views
    • 
    • Bob the Swimmer
    • September 30, 2020

44. Pre-approved plans and asset acquisitions

    By Carol V. Calhoun, December 6, 2024
    • 5 replies
    • 2.4k views
    • 
    • RatherBeGolfing
    • December 10, 2024

45. Pre-ERISA service issue

    By chris, March 14, 2000
    • 0 replies
    • 1.6k views
    • 
    • chris
    • March 14, 2000

46. pre-retirement survivor annuity for MPP

    By Guest cculhane, December 5, 1999
    • 2 replies
    • 1.4k views
    • 
    • Dowist
    • December 6, 1999

47. Predecessor Employer

    By Guest kjungkin, October 1, 1998
    • 1 reply
    • 2.3k views
    • 
    • david shipp
    • October 1, 1998

48. Predecessor Employer - Not specific ER, but Industry?

    By Guest QKA2004, November 11, 2011
    • 0 replies
    • 833 views
    • 
    • Guest
    • November 11, 2011

49. Predecessor Employers

    By Guest Hilarion, November 22, 2004
    • 1 reply
    • 6k views
    • 
    • mbozek
    • November 22, 2004

50. Predecessor Organization

    By KateSmithPA, August 6, 2001
    • 0 replies
    • 1.9k views
    • 
    • KateSmithPA
    • August 6, 2001