Retirement Plans in General

5,772 topics in this forum

1. Qualifying a Puerto Rican Plan?

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

2. Qualifying Plan Asset

   By WDIK, July 7, 2003
   • 5 replies
   • 1.3k views
   • 
   • ljr
   • July 11, 2003

3. Qualifying plan assets

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

4. qualifying trusts

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

5. Quarterly Statements - Investment Limitations

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

6. question 6 on form 5307

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

7. question about "core earnings"

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

8. Question about deducting contributions on your tax return

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

9. 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
   • 842 views
   • 
   • jevd
   • August 6, 2009

10. Question for those with CPC Designation

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

11. Question on Defined Benefit Plan ...

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

12. Question on retirement benefits

    By Guest DWest, February 26, 1999
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • March 3, 1999

13. Question on VFCP eligibility

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

14. Question re allocation formula in money purchase plan

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

15. Question re: Form 1099-R Interpretation

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

16. Question re: invalidating TDA non-ERISA status

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

17. Question: Trustee, naming of

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

18. 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

19. Questionable Date of Employment

    By Susan S., January 29, 2014
    • 11 replies
    • 1.5k views
    • 
    • K2retire
    • January 31, 2014

20. Questions about removing excess Keogh contributions

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

21. Quick Controlled Group Question

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

22. Rainmaker Plan

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

23. 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
    • 631 views
    • 
    • jpod
    • May 31, 2017

24. 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

25. Rate Banding

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

26. Rate group testing

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

27. Rate group testing

    By Belgarath, October 10, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • October 10, 2012

28. Rate Group Testing

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

29. Ratio Percentage Determination

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

30. Re-Hired Employee Question

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

31. real estate

    By Draper55, January 29, 2013   

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

32. Real Estate in Retirement Plan

    By No Name, April 25, 2005
    • 3 replies
    • 1.9k views
    • 
    • jaemmons
    • April 28, 2005

33. Real Estate Limited Partnership Investments by retirement plans

    By ldr, October 19, 2017   

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

34. Real estate operating acct for 3 trusts

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

35. Real Estate Professional

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

36. Real Estate purchase

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

37. Real Estate Transaction

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

38. Real Estate Transaction

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

39. Real Estate-Prohibited Transaction?

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

40. real prohibited transaction issue for retirement plans

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

41. Reallcocation of forfeitures to terminated participants

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

42. Reallocation of forfeitures in QACA auto enroll plan

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

43. reasonable business classification

    By imchipbrown, February 13, 2018
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 14, 2018

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

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

45. Reasonable Classification - ABT

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

46. Reasonable Classification and 410(b)

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

47. Reasonable Compensation Guidance

    By youngbenefitslawyer, June 16, 2025
    • 2 replies
    • 3.3k views
    • 
    • Artie M
    • June 17, 2025

48. Reasonable Dist fees for multiple payments

    By AlbanyConsultant, August 13, 2008
    • 8 replies
    • 1.8k views
    • 
    • AlbanyConsultant
    • August 15, 2008

49. Reasonable NRA for a boxer for a DB plan

    By Jakyasar, July 29, 2024
    • 10 replies
    • 1.9k views
    • 
    • Gina Alsdorf
    • August 23, 2024

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

    By Guest, October 18, 2000
    • 6 replies
    • 6.9k views
    • 
    • Richard Anderson
    • December 19, 2000