Retirement Plans in General

5,753 topics in this forum

1. QDROs

   By Guest Enda80, March 27, 2008
   • 3 replies
   • 993 views
   • 
   • oriecat
   • March 27, 2008

2. QJSA Explanation for MPPP

   By Guest Patrick Foley, May 12, 2004
   • 6 replies
   • 2k views
   • 
   • Guest
   • May 20, 2004

3. QJSA Explanation to Participants

   By Fielding Mellish, July 28, 2014
   • 5 replies
   • 1.3k views
   • 
   • Fielding Mellish
   • July 29, 2014

4. QJSA requirements

   By Belgarath, November 15, 2010
   • 6 replies
   • 1.2k views
   • 
   • Belgarath
   • November 17, 2010

5. QJSA Spousal Consent and Haiti

   By Ananda, September 16, 2021
   • 10 replies
   • 1.3k views
   • 
   • Mike Preston
   • September 17, 2021

6. QKA vs. CPFA

   By MjInvestments, January 22, 2018   

   • credentials
   • qka
   • (and 1 more)

     Tagged with:

     • credentials
     • qka
     • cpfa
   • 4 replies
   • 2.4k views
   • 
   • david rigby
   • January 23, 2018

7. QLAC (Qualified Longevity Annuity Contract)

   By Rai401k, November 23, 2015
   • 2 replies
   • 1.1k views
   • 
   • mbozek
   • December 1, 2015

8. QNECs used in top heavy determination

   By Trekker, January 8, 2009
   • 20 replies
   • 3.7k views
   • 
   • Bird
   • January 13, 2009

9. QP participation and IRA

   By Cynchbeast, February 20, 2009
   • 7 replies
   • 1.4k views
   • 
   • J Simmons
   • February 21, 2009

10. QPSA and QJSA for domestic partners in a civil union -- now required i

    By Guest Ernie Guerriero, May 2, 2000
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • May 7, 2000

11. QPSA in a Money Purchase Pension

    By Guest gaham, May 5, 1999
    • 1 reply
    • 1.9k views
    • 
    • imchipbrown
    • May 5, 1999

12. QPSA Written Explanations

    By Guest StargazerL81, June 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 2, 2004

13. QROPS Anyone

    By Appleby, May 23, 2007
    • 24 replies
    • 10.9k views
    • 
    • Guest
    • August 5, 2011

14. QROPS Pension transfers

    By Guest expatworld, June 20, 2011
    • 0 replies
    • 841 views
    • 
    • Guest
    • June 20, 2011

15. QRP - qualified replacement plan related

    By Jakyasar, March 17, 2023
    • 1 reply
    • 631 views
    • 
    • Lou S.
    • March 17, 2023

16. QRP - qualified replacement plans and fees paid from plan assets

    By Jakyasar, April 22, 2020
    • 2 replies
    • 993 views
    • 
    • Mike Preston
    • April 23, 2020

17. QSERP Benefits for Former HCEs

    By Guest HarveyC, January 11, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 11, 2002

18. QSLOB

    By Guest JMN, February 13, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • February 13, 2012

19. QSLOB Question

    By calexbraska, July 23, 2018
    • 1 reply
    • 649 views
    • 
    • BG5150
    • July 23, 2018

20. QSLOB Separate Management Requirement

    By Guest ebgroup, January 13, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 13, 2011

21. QSLOB's 50 employee rule.

    By katieinny, June 30, 2005
    • 0 replies
    • 1.6k views
    • 
    • katieinny
    • June 30, 2005

22. QSLOBs

    By J. Bringhurst, July 27, 2006
    • 0 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • July 27, 2006

23. QSLOBs

    By katieinny, June 11, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 11, 2003

24. QSLOBs

    By dmb, February 26, 2002
    • 6 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2002

25. Qualified Domestic Relations Order

    By Stacy Woods, November 14, 2022
    • 3 replies
    • 647 views
    • 
    • hr for me
    • November 14, 2022

26. Qualified Plans Losing Ground to Annuities ?

    By JAY21, November 19, 2004
    • 3 replies
    • 1k views
    • 
    • JAY21
    • November 19, 2004

27. Qualified Replacement Plan

    By Guest2, November 27, 2024
    • 5 replies
    • 2.8k views
    • 
    • Artie M
    • December 11, 2024

28. Qualified Replacement Plan

    By LMD1, April 5, 2022
    • 1 reply
    • 692 views
    • 
    • EBECatty
    • April 5, 2022

29. Qualified replacement plan related - QRP

    By Jakyasar, December 8, 2021   

    • qrp
    • 7 replies
    • 1.1k views
    • 
    • Jakyasar
    • December 22, 2021

30. Qualified replacement plan related - QRP - excess assets for charitable organizations

    By Jakyasar, December 29, 2022
    • 2 replies
    • 689 views
    • 
    • C. B. Zeller
    • December 29, 2022

31. Qualified replacement plan related (QRP)

    By Jakyasar, August 1
    • 3 replies
    • 2.7k views
    • 
    • Jakyasar
    • August 1

32. Qualified Replacement Plan, allocate earnings?

    By BG5150, May 1, 2014
    • 2 replies
    • 1.9k views
    • 
    • BG5150
    • May 2, 2014

33. Qualified Termination Adminstrator

    By Santo Gold, April 3
    • 4 replies
    • 3.1k views
    • 
    • david rigby
    • April 5

34. Qualified vs. non-Qualified stock options for Self Employed

    By Belgarath, October 20, 2015
    • 0 replies
    • 864 views
    • 
    • Belgarath
    • October 20, 2015

35. Qualifying a Puerto Rican Plan?

    By Guest bobolink, October 15, 2010
    • 0 replies
    • 747 views
    • 
    • Guest
    • October 15, 2010

36. Qualifying Plan Asset

    By WDIK, July 7, 2003
    • 5 replies
    • 1.2k views
    • 
    • ljr
    • July 11, 2003

37. Qualifying plan assets

    By Guest kdp, October 30, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 30, 2002

38. qualifying trusts

    By Guest sabecker, March 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 25, 2002

39. Quarterly Statements - Investment Limitations

    By zimbo, April 23, 2007
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • April 23, 2007

40. question 6 on form 5307

    By Guest rhp, August 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • August 23, 2002

41. question about "core earnings"

    By Guest peterkendall, November 20, 2002
    • 1 reply
    • 1k views
    • 
    • MGB
    • November 20, 2002

42. Question about deducting contributions on your tax return

    By Guest Enda80, August 2, 2009
    • 1 reply
    • 885 views
    • 
    • Belgarath
    • August 3, 2009

43. Question about distributions from a retirement plan; if they begin before the demise of the account holder

    By Guest Enda80, August 6, 2009
    • 1 reply
    • 826 views
    • 
    • jevd
    • August 6, 2009

44. Question for those with CPC Designation

    By Madison71, November 7, 2019
    • 5 replies
    • 1.2k views
    • 
    • Bri
    • November 8, 2019

45. Question on Defined Benefit Plan ...

    By Guest dd50, February 12, 2004
    • 1 reply
    • 910 views
    • 
    • david rigby
    • February 12, 2004

46. Question on retirement benefits

    By Guest DWest, February 26, 1999
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 3, 1999

47. Question on VFCP eligibility

    By Renee H, October 20, 2022
    • 7 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • November 9, 2022

48. Question re allocation formula in money purchase plan

    By Guest Gibson, December 12, 2000
    • 2 replies
    • 1.7k views
    • 
    • rcline46
    • December 13, 2000

49. Question re: Form 1099-R Interpretation

    By Guest Natalie, March 24, 1999
    • 4 replies
    • 3.6k views
    • 
    • david rigby
    • April 9, 1999

50. Question re: invalidating TDA non-ERISA status

    By TaxLawyer1978, September 19, 2018
    • 4 replies
    • 606 views
    • 
    • Patricia Neal Jensen
    • September 20, 2018