Retirement Plans in General

5,753 topics in this forum

1. providing info to termd participant

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

2. 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
   • 2.9k views
   • 
   • Gadgetfreak
   • July 16, 2024

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

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

4. Provisions of a Standardized Adoption Agreement

   By Guest Nabiyah1, June 21, 2001
   • 7 replies
   • 1.9k views
   • 
   • Tom Poje
   • June 25, 2001

5. Proxy Statements- a repeat question

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

6. PS 58 costs never reported

   By ombskid, March 22, 2011
   • 5 replies
   • 15.1k views
   • 
   • rcline46
   • March 23, 2011

7. PS Allocations & Deductions in Control Group

   By CuseFan, February 12
   • 0 replies
   • 1.4k views
   • 
   • CuseFan
   • February 12

8. PS Contribution in 401(k) Plan

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

9. 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

10. PS correction not counting towards annual addition?

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

11. PS funding deadline - not 12 months?

    By AlbanyConsultant, September 6, 2018
    • 11 replies
    • 2.5k views
    • 
    • Tom Poje
    • October 12, 2018

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

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

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

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

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

    By Jakyasar, March 24, 2020
    • 8 replies
    • 1.9k views
    • 
    • ombskid
    • March 26, 2020

15. PS Plan - Partial termination determination - general question

    By Jakyasar, July 15, 2022
    • 9 replies
    • 1k views
    • 
    • Bob the Swimmer
    • July 18, 2022

16. PS Plan - top heavy

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

17. PS plan allocation/deduction issues

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

18. PS Plan Deduction

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

19. PS plan merged into MPP plan

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

20. PS plan sponsorship statistics

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

21. PS plan vesting schedule amendment

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

22. PS-Deferrals-Catchup in 2 plans

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

23. PS58 costs

    By Lou81, January 24, 2020   

    • 1099r
    • life policy
    • 6 replies
    • 2.3k views
    • 
    • Luke Bailey
    • January 28, 2020

24. PS58 Costs - Insurance in 401(k)

    By Cynchbeast, April 18, 2013
    • 2 replies
    • 4.4k views
    • 
    • DMcGovern
    • April 18, 2013

25. 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

26. PT/Disqualified person

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

27. PTE 77-4

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

28. PTE 79-41 Need e-copy

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

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

    By Jakyasar, May 19, 2021
    • 4 replies
    • 1.9k views
    • 
    • Jakyasar
    • May 21, 2021

30. PTE Application

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

31. PTE for Real Estate Purchase

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

32. Puerto Rico plan - Tax Withholding on ADP Refund

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

33. Puerto Rico Plan Reference Book

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

34. Puerto Rico plans

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

35. Puerto Rico Resident

    By Nassau, September 26, 2011
    • 4 replies
    • 1.9k views
    • 
    • PensionPro
    • March 1, 2012

36. Purchase of Foreign Company

    By buckaroo, April 14, 2008
    • 0 replies
    • 867 views
    • 
    • buckaroo
    • April 14, 2008

37. Purchase of paid up whole life insurance with an account balance?

    By Guest, December 19, 2000
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 21, 2000

38. Purchase of Real Estate in a Qualified Plan

    By Guest lthorne11, May 12, 2011
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • May 12, 2011

39. Purchase Real Estate

    By Cynchbeast, February 27, 2013
    • 1 reply
    • 848 views
    • 
    • rcline46
    • February 27, 2013

40. purchasing service credit

    By conniebrazil, April 23, 2024
    • 0 replies
    • 429 views
    • 
    • conniebrazil
    • April 23, 2024

41. Purchasing unmarketable assets of a plan

    By eilano, June 21, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 21, 2001

42. PY Begins 12/1--what do I prorate?

    By BG5150, March 30, 2022
    • 8 replies
    • 743 views
    • 
    • BG5150
    • April 7, 2022

43. PYE Feb 28. Leap Year?

    By BG5150, March 9, 2017
    • 12 replies
    • 1.5k views
    • 
    • NJ Mike
    • March 10, 2017

44. Q about vesting computation period for short plan year 10/1/98 - 12/31

    By Guest Kelly R, April 3, 1999
    • 6 replies
    • 3.4k views
    • 
    • My 2 cents
    • May 30, 2017

45. QDIA

    By Guest Serena, June 14, 2010
    • 0 replies
    • 952 views
    • 
    • Guest
    • June 14, 2010

46. QDRO - retiree is re-employed

    By RGALVIN64, May 17, 2018   

    • i was awarded a qdro when me and my ex were divorcing 5 years ago. he now decided to go back to his former job. my ex cannot double dip and collect retirement while being a full-time employee. his retirement benefits will stop and he said so will my qdro.
    • can a qdro be cancelled or postponed?
    • 2 replies
    • 681 views
    • 
    • QDROphile
    • May 17, 2018

47. QDRO distributions & top heavy determination

    By Guest jim williams, January 31, 2006
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • February 1, 2006

48. QDRO early distribution penalty

    By Guest zimmer, July 26, 1999
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • July 27, 1999

49. QDRO payout dispute

    By Pension RC, October 26, 2016
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • October 26, 2016

50. QDRO Tax Question

    By Guest Jhagan, January 25, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 26, 2000