Retirement Plans in General

5,753 topics in this forum

1. Prohibited Transaction Question

   By J Simmons, October 19, 2010
   • 11 replies
   • 2k views
   • 
   • Guest
   • October 20, 2010

2. Prohibited transaction question

   By CassandraS, January 17, 2014   

   • Prohibited transaction
   • construction
   • (and 2 more)

     Tagged with:

     • Prohibited transaction
     • construction
     • self-directed IRAs
     • Management company
   • 2 replies
   • 1.2k views
   • 
   • Jim Chad
   • January 17, 2014

3. Prohibited Transaction Question

   By Archimage, March 25, 2005
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • April 1, 2005

4. Prohibited Transaction Question

   By Christine Roberts, May 8, 2002
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • May 8, 2002

5. Prohibited Transaction Question

   By Kudos26, November 30, 2017
   • 7 replies
   • 2.1k views
   • 
   • Luke Bailey
   • December 4, 2017

6. Prohibited Transaction Question

   By Guest annabelle, April 25, 2005
   • 2 replies
   • 1.2k views
   • 
   • Kirk Maldonado
   • April 26, 2005

7. Prohibited Transaction: Can 4975(a) tax be reduced

   By Jeff Kirtner, November 28, 2022
   • 0 replies
   • 532 views
   • 
   • Jeff Kirtner
   • November 28, 2022

8. Prohibited Transaction?

   By Belgarath, May 12, 2017
   • 6 replies
   • 853 views
   • 
   • jpod
   • May 15, 2017

9. Prohibited Transaction?

   By Connor, June 7, 2024
   • 4 replies
   • 1.2k views
   • 
   • Ilene Ferenczy
   • June 10, 2024

10. Prohibited Transaction?

    By Guest Jim Brennan, November 4, 1998
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • November 6, 1998

11. Prohibited Transaction?

    By eilano, November 30, 2005
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 30, 2005

12. Prohibited transaction?

    By k man, November 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 21, 2000

13. Prohibited Transaction?

    By Belgarath, September 3, 2004
    • 1 reply
    • 1.1k views
    • 
    • Demosthenes
    • September 3, 2004

14. Prohibited transaction?

    By R. Butler, July 1, 2002
    • 16 replies
    • 3.6k views
    • 
    • Kirk Maldonado
    • July 2, 2002

15. Prohibited Transaction?

    By Lucky32, September 30, 2020
    • 8 replies
    • 1.1k views
    • 
    • Mike Preston
    • October 7, 2020

16. Prohibited Transaction?

    By Randy Watson, December 10, 2012
    • 3 replies
    • 1k views
    • 
    • jpod
    • December 11, 2012

17. Prohibited Transaction?

    By chris, December 13, 2011
    • 15 replies
    • 2.4k views
    • 
    • chris
    • January 6, 2012

18. Prohibited transaction?

    By Bird, April 1, 2022
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • April 4, 2022

19. Prohibited Transaction?

    By J Simmons, December 22, 2015
    • 5 replies
    • 1k views
    • 
    • masteff
    • December 23, 2015

20. Prohibited transaction? A competitor for providing bundled DC Plan ser

    By Guest BNYMTC, July 3, 2000
    • 5 replies
    • 2.1k views
    • 
    • IRC401
    • July 9, 2000

21. Prohibited Transaction/ERISA Violation?

    By lkpittman, November 27, 2001
    • 3 replies
    • 1.8k views
    • 
    • lkpittman
    • November 28, 2001

22. prohibited transactions

    By Guest scr, July 30, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 30, 1999

23. Prohibited Transactions

    By Ron Snyder, July 19, 2006
    • 43 replies
    • 10.6k views
    • 
    • KJohnson
    • May 14, 2009

24. Prohibited transactions

    By Guest lskin, May 11, 2006
    • 3 replies
    • 1.5k views
    • 
    • jevd
    • May 11, 2006

25. Prohibited Transactions

    By Scott, December 2, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 11, 1999

26. prohibited trasaction

    By Guest mringo, November 5, 2004
    • 4 replies
    • 1.3k views
    • 
    • SoCalActuary
    • November 10, 2004

27. projected limits

    By Tom Poje, August 13, 2019
    • 0 replies
    • 760 views
    • 
    • Tom Poje
    • August 13, 2019

28. projected limits

    By Tom Poje, July 11, 2019
    • 0 replies
    • 584 views
    • 
    • Tom Poje
    • July 11, 2019

29. projected limits for 2019

    By Tom Poje, June 12, 2018
    • 16 replies
    • 2.8k views
    • 
    • shERPA
    • October 26, 2018

30. projected limits for 2020

    By Tom Poje, June 12, 2019
    • 6 replies
    • 2.1k views
    • 
    • Dave Baker
    • November 6, 2019

31. Projected limits?

    By Carol V. Calhoun, October 10, 2020
    • 48 replies
    • 7.9k views
    • 
    • Tom Poje
    • October 12, 2023

32. proper completion of SS-4

    By PensionNewbee, April 10, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 10, 2003

33. Property Held in Profit Sharing Plan

    By DP, December 8, 2003
    • 9 replies
    • 2.4k views
    • 
    • jevd
    • December 9, 2003

34. Proposal software for comparing contribution allocations

    By RandyW, April 25, 2019
    • 5 replies
    • 1.2k views
    • 
    • AndyH
    • May 3, 2019

35. Proposal Software Packages for plan design comparisons?

    By stephen, July 1, 2004
    • 5 replies
    • 2.1k views
    • 
    • stephen
    • July 2, 2004

36. Proposed 60-day extension of the applicability date of the Fiduciary rule and PTEs

    By RatherBeGolfing, March 1, 2017
    • 1 reply
    • 368 views
    • 
    • Peter Gulia
    • March 1, 2017

37. Proposed Changes to Form 5500 just released

    By RatherBeGolfing, September 14, 2021
    • 1 reply
    • 775 views
    • 
    • Lois Baker
    • September 14, 2021

38. Proposed Conditions for Small Pension Plans to Continue to Avoid Annua

    By Dave Baker, December 1, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 4, 1999

39. Proposed Regulations under Section 411(d)(6)

    By Guest Tom Maloney, July 18, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 2, 2000

40. proposed rule to decodify many Treasury regulations, including some about retirement plans

    By Peter Gulia, February 14, 2018   

    • rule; regulation
    • 11 replies
    • 1.5k views
    • 
    • shERPA
    • February 16, 2018

41. Proposed Rule: Use of Forfeitures

    By RatherBeGolfing, October 2, 2023
    • 11 replies
    • 1.5k views
    • 
    • Paul I
    • October 3, 2023

42. Protected Benefit?

    By Guest bobolink, August 20, 2009
    • 2 replies
    • 970 views
    • 
    • Guest
    • August 20, 2009

43. Protecting Plan Assets upon plan termination

    By dmb, August 15, 2003
    • 2 replies
    • 948 views
    • 
    • david rigby
    • August 15, 2003

44. Protection from creditors

    By ombskid, March 6, 2014
    • 4 replies
    • 828 views
    • 
    • Lou S.
    • March 6, 2014

45. Protection of plan assets accrued in non ERISA plans

    By mbozek, April 28, 2004
    • 2 replies
    • 1.7k views
    • 
    • KJohnson
    • April 29, 2004

46. Prototype Documents

    By Archimage, December 16, 2003
    • 10 replies
    • 1.6k views
    • 
    • g8r
    • December 17, 2003

47. Prototype documents

    By Guest TortoraG, March 30, 1999
    • 3 replies
    • 1.7k views
    • 
    • kboyce
    • May 10, 1999

48. Prototypes

    By rlb64, August 8, 2006
    • 7 replies
    • 1.9k views
    • 
    • Jim Norman
    • August 14, 2006

49. Providing a TPA quote when you are already the TPA

    By Santo Gold, August 30, 2005
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • August 31, 2005

50. Providing benefit for HCE worked under 1000 requirement

    By Jakyasar, January 25, 2022
    • 10 replies
    • 1.5k views
    • 
    • Jakyasar
    • January 25, 2022