Retirement Plans in General

5,772 topics in this forum

1. Puerto Rico Resident

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

2. Purchase of Foreign Company

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

3. 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

4. Purchase of Real Estate in a Qualified Plan

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

5. Purchase Real Estate

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

6. purchasing service credit

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

7. Purchasing unmarketable assets of a plan

   By eilano, June 21, 2001
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • June 21, 2001

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

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

9. PYE Feb 28. Leap Year?

   By BG5150, March 9, 2017
   • 12 replies
   • 1.6k views
   • 
   • NJ Mike
   • March 10, 2017

10. 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

11. QDIA

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

12. 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
    • 694 views
    • 
    • QDROphile
    • May 17, 2018

13. QDRO distributions & top heavy determination

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

14. QDRO early distribution penalty

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

15. QDRO payout dispute

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

16. QDRO Tax Question

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

17. QDROs

    By Guest Enda80, March 27, 2008
    • 3 replies
    • 1k views
    • 
    • oriecat
    • March 27, 2008

18. QJSA Explanation for MPPP

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

19. QJSA Explanation to Participants

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

20. QJSA requirements

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

21. QJSA Spousal Consent and Haiti

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

22. 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

23. QLAC (Qualified Longevity Annuity Contract)

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

24. QNECs used in top heavy determination

    By Trekker, January 8, 2009
    • 20 replies
    • 3.8k views
    • 
    • Bird
    • January 13, 2009

25. QP participation and IRA

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

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

    By Guest Ernie Guerriero, May 2, 2000
    • 8 replies
    • 3.6k views
    • 
    • Guest
    • May 7, 2000

27. QPSA in a Money Purchase Pension

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

28. QPSA Written Explanations

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

29. QROPS Anyone

    By Appleby, May 23, 2007
    • 24 replies
    • 11k views
    • 
    • Guest
    • August 5, 2011

30. QROPS Pension transfers

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

31. QRP - qualified replacement plan related

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

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

    By Jakyasar, April 22, 2020
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • April 23, 2020

33. QSERP Benefits for Former HCEs

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

34. QSLOB

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

35. QSLOB Question

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

36. QSLOB Separate Management Requirement

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

37. QSLOB's 50 employee rule.

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

38. QSLOBs

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

39. QSLOBs

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

40. QSLOBs

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

41. Qualified Domestic Relations Order

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

42. Qualified Plans Losing Ground to Annuities ?

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

43. Qualified Replacement Plan

    By Guest2, November 27, 2024
    • 5 replies
    • 2.9k views
    • 
    • Artie M
    • December 11, 2024

44. Qualified Replacement Plan

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

45. Qualified replacement plan related - QRP

    By Jakyasar, December 8, 2021   

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

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

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

47. Qualified replacement plan related (QRP)

    By Jakyasar, August 1, 2025
    • 3 replies
    • 2.8k views
    • 
    • Jakyasar
    • August 1, 2025

48. Qualified Replacement Plan, allocate earnings?

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

49. Qualified Termination Adminstrator

    By Santo Gold, April 3, 2025
    • 4 replies
    • 3.2k views
    • 
    • david rigby
    • April 5, 2025

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

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