Retirement Plans in General

5,753 topics in this forum

1. Question: Trustee, naming of

   By BG5150, May 15, 2014
   • 6 replies
   • 1.5k views
   • 
   • MoJo
   • May 19, 2014

2. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

   By Sue B, February 22, 2018   

   • simple
   • qualified
   • (and 1 more)

     Tagged with:

     • simple
     • qualified
     • fiscal year
   • 4 replies
   • 1.1k views
   • 
   • Sue B
   • February 28, 2018

3. Questionable Date of Employment

   By Susan S., January 29, 2014
   • 11 replies
   • 1.4k views
   • 
   • K2retire
   • January 31, 2014

4. Questions about removing excess Keogh contributions

   By Guest Barney Byrd, December 16, 2000
   • 0 replies
   • 2.8k views
   • 
   • Guest
   • December 16, 2000

5. Quick Controlled Group Question

   By Guest Beavis, January 9, 1999
   • 2 replies
   • 1.5k views
   • 
   • Dave Baker
   • January 9, 1999

6. Rainmaker Plan

   By Just Me, February 4, 2005
   • 2 replies
   • 2.6k views
   • 
   • Just Me
   • February 7, 2005

7. Raising a tardy amendment during determination letter application review

   By WestCoast, May 31, 2017   

   • determination letter
   • vcp
   • (and 1 more)

     Tagged with:

     • determination letter
     • vcp
     • closing agreement
   • 1 reply
   • 615 views
   • 
   • jpod
   • May 31, 2017

8. RAP beyond 9/30/03? How does that become possible?

   By Guest Enda80, June 18, 2008
   • 4 replies
   • 1.7k views
   • 
   • Belgarath
   • July 1, 2008

9. Rate Banding

   By wmyer, February 4, 2005
   • 3 replies
   • 2.7k views
   • 
   • Tom Poje
   • February 4, 2005

10. Rate group testing

    By Belgarath, December 5, 2017
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • December 5, 2017

11. Rate group testing

    By Belgarath, October 10, 2012
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • October 10, 2012

12. Rate Group Testing

    By jpod, November 28, 2016
    • 4 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 29, 2016

13. Ratio Percentage Determination

    By Guest tzuck, November 18, 2008
    • 1 reply
    • 913 views
    • 
    • Guest
    • November 20, 2008

14. Re-Hired Employee Question

    By Dougsbpc, September 17, 2021
    • 2 replies
    • 785 views
    • 
    • Mike Preston
    • September 17, 2021

15. real estate

    By Draper55, January 29, 2013   

    • use of the asset
    • 2 replies
    • 1.1k views
    • 
    • Draper55
    • February 1, 2013

16. Real Estate in Retirement Plan

    By No Name, April 25, 2005
    • 3 replies
    • 1.8k views
    • 
    • jaemmons
    • April 28, 2005

17. Real Estate Limited Partnership Investments by retirement plans

    By ldr, October 19, 2017   

    • valuation; trust accounting
    • 10 replies
    • 650 views
    • 
    • My 2 cents
    • October 20, 2017

18. Real estate operating acct for 3 trusts

    By Guest Dave Peckham, March 24, 2010
    • 0 replies
    • 953 views
    • 
    • Guest
    • March 24, 2010

19. Real Estate Professional

    By amcorson, December 4, 2008
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • December 5, 2008

20. Real Estate purchase

    By dmb, May 10, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • May 10, 2002

21. Real Estate Transaction

    By eilano, February 28, 2000
    • 0 replies
    • 1.3k views
    • 
    • eilano
    • February 28, 2000

22. Real Estate Transaction

    By No Name, July 10, 2005
    • 6 replies
    • 1.9k views
    • 
    • JAY21
    • July 12, 2005

23. Real Estate-Prohibited Transaction?

    By Guest William Lehman, December 18, 1998
    • 7 replies
    • 2.1k views
    • 
    • mbozek
    • June 19, 2002

24. real prohibited transaction issue for retirement plans

    By Guest ERISAKing, October 22, 2002
    • 7 replies
    • 1.8k views
    • 
    • KJohnson
    • October 22, 2002

25. Reallcocation of forfeitures to terminated participants

    By Guest clientmgr, October 4, 2004
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • October 5, 2004

26. Reallocation of forfeitures in QACA auto enroll plan

    By Guest Akkula, March 1, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 3, 2008

27. reasonable business classification

    By imchipbrown, February 13, 2018
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • February 14, 2018

28. Reasonable cause request to DOL with DFVC in reserve??

    By chris, May 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • chris
    • May 23, 2001

29. Reasonable Classification - ABT

    By EBECatty, September 10, 2018
    • 26 replies
    • 3.5k views
    • 
    • EBECatty
    • September 11, 2018

30. Reasonable Classification and 410(b)

    By AndyH, May 9, 2002
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • May 13, 2002

31. Reasonable Compensation Guidance

    By youngbenefitslawyer, June 16
    • 2 replies
    • 3.3k views
    • 
    • Artie M
    • June 17

32. Reasonable Dist fees for multiple payments

    By AlbanyConsultant, August 13, 2008
    • 8 replies
    • 1.7k views
    • 
    • AlbanyConsultant
    • August 15, 2008

33. Reasonable NRA for a boxer for a DB plan

    By Jakyasar, July 29, 2024
    • 10 replies
    • 1.8k views
    • 
    • Gina Alsdorf
    • August 23, 2024

34. Receivable contributions to include in account balances for Top-Heavy

    By Guest, October 18, 2000
    • 6 replies
    • 6.8k views
    • 
    • Richard Anderson
    • December 19, 2000

35. Receivable Employer Contributions

    By msmith, October 17, 2018
    • 6 replies
    • 1.2k views
    • 
    • ESOP Guy
    • October 22, 2018

36. Recent wall street turmoil

    By Santo Gold, September 19, 2008
    • 4 replies
    • 1.3k views
    • 
    • PensionPro
    • September 19, 2008

37. Reciprocity Issue Under California Public Entity Retirement Law

    By Guest marykd, April 16, 2013   

    • reciprocity
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 17, 2013

38. Recognizing predecessor employer

    By Guest picwrc, October 27, 2003
    • 4 replies
    • 2.6k views
    • 
    • david rigby
    • October 27, 2003

39. Recommendation to provide TPA services

    By ITCONSTRUCTS, February 4, 2016
    • 12 replies
    • 1.5k views
    • 
    • BG5150
    • May 6, 2016

40. Recommendations for speaker for Retirement Professionals group in Milwaukee

    By ERISAatty, October 28, 2008
    • 0 replies
    • 815 views
    • 
    • ERISAatty
    • October 28, 2008

41. Recommended magazines about retirement plans

    By Guest Enda80, June 3, 2008
    • 6 replies
    • 1.3k views
    • 
    • JanetM
    • June 9, 2008

42. Record Retention

    By Pension RC, February 28, 2018
    • 8 replies
    • 3.5k views
    • 
    • rhb401
    • March 2, 2018

43. Records retention

    By dmwe, August 16, 2007
    • 2 replies
    • 1k views
    • 
    • dmwe
    • August 16, 2007

44. Records Retention - ERISA & IRS -What do they say?

    By ljr, June 9, 2004
    • 5 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 9, 2004

45. Recovering Large Overpayment

    By Guest bassman, March 7, 2003
    • 2 replies
    • 1.7k views
    • 
    • mal
    • March 10, 2003

46. Recurring and Substantial Contributions

    By MarZDoates, April 29, 2003
    • 4 replies
    • 4.7k views
    • 
    • david rigby
    • April 30, 2003

47. Red Flags Rule

    By Guest Dune, May 21, 2009
    • 4 replies
    • 1.9k views
    • 
    • rcline46
    • July 31, 2009

48. Redemption fees

    By Guest cgodfrey, April 26, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 26, 2005

49. Referral to pros/cons website or article of taking retirement 401k dist. as IRA rollover and annuitizing

    By Guest jusducki, August 18, 2004
    • 23 replies
    • 2.5k views
    • 
    • Guest
    • August 27, 2004

50. Refinance Loan

    By Guest tajcc, December 21, 2006
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • December 21, 2006