Retirement Plans in General

5,772 topics in this forum

1. Proposal Software Packages for plan design comparisons?

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

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

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

3. Proposed Changes to Form 5500 just released

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

4. 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

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

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

6. 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

7. Proposed Rule: Use of Forfeitures

   By RatherBeGolfing, October 2, 2023
   • 11 replies
   • 1.6k views
   • 
   • Paul I
   • October 3, 2023

8. Protected Benefit?

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

9. Protecting Plan Assets upon plan termination

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

10. Protection from creditors

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

11. Protection of plan assets accrued in non ERISA plans

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

12. Prototype Documents

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

13. Prototype documents

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

14. Prototypes

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

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

    By Santo Gold, August 30, 2005
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • August 31, 2005

16. Providing benefit for HCE worked under 1000 requirement

    By Jakyasar, January 25, 2022
    • 10 replies
    • 1.6k views
    • 
    • Jakyasar
    • January 25, 2022

17. providing info to termd participant

    By betheeg, July 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • July 29, 2004

18. Proving a participant has been paid out long ago

    By ldr, March 26, 2019   

    • distribution
    • 8955-ssa
    • (and 2 more)

      Tagged with:

      • distribution
      • 8955-ssa
      • claim
      • benefits
    • 13 replies
    • 3k views
    • 
    • Gadgetfreak
    • July 16, 2024

19. Provision "integral" to one covered by Remdial Amendment?

    By Casey, March 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • Alf
    • March 21, 2001

20. Provisions of a Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • June 25, 2001

21. Proxy Statements- a repeat question

    By Guest meggie, April 30, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 1, 2001

22. PS 58 costs never reported

    By ombskid, March 22, 2011
    • 5 replies
    • 15.2k views
    • 
    • rcline46
    • March 23, 2011

23. PS Allocations & Deductions in Control Group

    By CuseFan, February 12, 2025
    • 0 replies
    • 1.6k views
    • 
    • CuseFan
    • February 12, 2025

24. PS Contribution in 401(k) Plan

    By msmith, August 23, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 23, 2011

25. PS contributions to be "recurring & substansial"-what if they're not?

    By doombuggy, January 5, 2005
    • 13 replies
    • 1.9k views
    • 
    • Guest
    • January 7, 2005

26. PS correction not counting towards annual addition?

    By AlbanyConsultant, July 3, 2023
    • 1 reply
    • 560 views
    • 
    • FORMER ESQ.
    • July 3, 2023

27. PS funding deadline - not 12 months?

    By AlbanyConsultant, September 6, 2018
    • 11 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 12, 2018

28. PS integrated w/ SS--participant statement blurb

    By BG5150, April 10, 2017
    • 1 reply
    • 468 views
    • 
    • Bill Presson
    • April 10, 2017

29. PS Non-elective Allocation... all HCE employees

    By Basically, January 6, 2025
    • 5 replies
    • 2.2k views
    • 
    • CuseFan
    • January 7, 2025

30. PS plan - excess contributions made during the plan year

    By Jakyasar, March 24, 2020
    • 8 replies
    • 2k views
    • 
    • ombskid
    • March 26, 2020

31. PS Plan - Partial termination determination - general question

    By Jakyasar, July 15, 2022
    • 9 replies
    • 1.1k views
    • 
    • Bob the Swimmer
    • July 18, 2022

32. PS Plan - top heavy

    By Belgarath, August 29, 2016
    • 12 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 2, 2016

33. PS plan allocation/deduction issues

    By Jakyasar, October 1, 2020
    • 3 replies
    • 780 views
    • 
    • Jakyasar
    • October 5, 2020

34. PS Plan Deduction

    By David, October 15, 2005
    • 6 replies
    • 2k views
    • 
    • AndyH
    • October 17, 2005

35. PS plan merged into MPP plan

    By Guest mrobinson, March 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • March 17, 2007

36. PS plan sponsorship statistics

    By Guest TrustMe401k, February 2, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 2, 2000

37. PS plan vesting schedule amendment

    By dmb, December 6, 2017
    • 9 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 7, 2017

38. PS-Deferrals-Catchup in 2 plans

    By Cynchbeast, February 20, 2009
    • 2 replies
    • 968 views
    • 
    • PensionPro
    • February 21, 2009

39. PS58 costs

    By Lou81, January 24, 2020   

    • 1099r
    • life policy
    • 6 replies
    • 2.4k views
    • 
    • Luke Bailey
    • January 28, 2020

40. PS58 Costs - Insurance in 401(k)

    By Cynchbeast, April 18, 2013
    • 2 replies
    • 4.5k views
    • 
    • DMcGovern
    • April 18, 2013

41. PSP, no k or m features, 2 year in-service withdrawals

    By J Simmons, September 13, 2009
    • 8 replies
    • 1.7k views
    • 
    • J Simmons
    • September 15, 2009

42. PT/Disqualified person

    By Scuba 401, December 29, 2020
    • 12 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 30, 2020

43. PTE 77-4

    By Guest psgross, November 1, 2005
    • 2 replies
    • 6.2k views
    • 
    • Guest
    • November 2, 2005

44. PTE 79-41 Need e-copy

    By Guest ak, May 8, 2007
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • May 8, 2007

45. PTE 79-60 - commission for an insurance agent/broker who is the employer

    By Jakyasar, May 19, 2021
    • 4 replies
    • 2k views
    • 
    • Jakyasar
    • May 21, 2021

46. PTE Application

    By Scott, April 5, 2001
    • 0 replies
    • 1.4k views
    • 
    • Scott
    • April 5, 2001

47. PTE for Real Estate Purchase

    By Archimage, January 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • January 14, 2004

48. Puerto Rico plan - Tax Withholding on ADP Refund

    By buckaroo, March 24, 2014
    • 2 replies
    • 1.2k views
    • 
    • buckaroo
    • March 25, 2014

49. Puerto Rico Plan Reference Book

    By buckaroo, November 30, 2007
    • 0 replies
    • 1.5k views
    • 
    • buckaroo
    • November 30, 2007

50. Puerto Rico plans

    By Guest tajcc, September 1, 2006
    • 1 reply
    • 2k views
    • 
    • davef
    • September 21, 2006