Retirement Plans in General

5,772 topics in this forum

1. Receivable Employer Contributions

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

2. Recent wall street turmoil

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

3. Reciprocity Issue Under California Public Entity Retirement Law

   By Guest marykd, April 16, 2013   

   • reciprocity
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • April 17, 2013

4. Recognizing predecessor employer

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

5. Recommendation to provide TPA services

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

6. Recommendations for speaker for Retirement Professionals group in Milwaukee

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

7. Recommended magazines about retirement plans

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

8. Record Retention

   By Pension RC, February 28, 2018
   • 8 replies
   • 3.7k views
   • 
   • rhb401
   • March 2, 2018

9. Records retention

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

10. 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

11. Recovering Large Overpayment

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

12. Recurring and Substantial Contributions

    By MarZDoates, April 29, 2003
    • 4 replies
    • 4.8k views
    • 
    • david rigby
    • April 30, 2003

13. Red Flags Rule

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

14. Redemption fees

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

15. 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

16. Refinance Loan

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

17. Refund due date

    By Guest Jeff Weber, March 10, 2009
    • 3 replies
    • 3.8k views
    • 
    • Guest
    • March 10, 2009

18. Refunding Health Deductions from DB Plans

    By Guest Gopherwhisperer, June 9, 2011
    • 0 replies
    • 744 views
    • 
    • Guest
    • June 9, 2011

19. Refunding pre-funded contributions

    By Bird, July 31, 2009
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • August 3, 2009

20. Refusal to participate in DC plan (maybe religous reasons?)

    By BG5150, March 16, 2018
    • 34 replies
    • 5.7k views
    • 
    • jpod
    • March 26, 2018

21. Reg. §1.410(b)-8(b)

    By Dalai Pookah, November 1, 2022
    • 3 replies
    • 937 views
    • 
    • Dalai Pookah
    • November 2, 2022

22. Regs vs Proposed Regs vs IRC?

    By Guest saber, August 26, 2004
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • August 27, 2004

23. rehire into different plan with same employer

    By Guest ohwayne, September 7, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 7, 2002

24. Rehire of employee who elected out of plan

    By Guest Peggy806, May 31, 2011
    • 14 replies
    • 4.4k views
    • 
    • Belgarath
    • June 3, 2011

25. Rehired after 12 year absence (with 15 years prior participation)

    By Guest Iwonder, September 12, 2008
    • 1 reply
    • 973 views
    • 
    • PLAN MAN
    • September 12, 2008

26. Rehired EE matter gets complicated by prior document language

    By katieinny, September 30, 2011
    • 5 replies
    • 1.4k views
    • 
    • katieinny
    • October 3, 2011

27. Rehired former participants & beginning of the year participant co

    By R. Butler, July 9, 2002
    • 1 reply
    • 1.2k views
    • 
    • Richard Anderson
    • July 9, 2002

28. Rehired participant after a distribution.

    By KJohnson, July 5, 2000
    • 0 replies
    • 1.5k views
    • 
    • KJohnson
    • July 5, 2000

29. rehired participant. Termed in 2006

    By Lori H, August 25, 2015
    • 1 reply
    • 739 views
    • 
    • My 2 cents
    • August 25, 2015

30. Rehired Participants

    By Connor, September 12, 2025
    • 10 replies
    • 4.7k views
    • 
    • ESOP Guy
    • October 6, 2025

31. Rehires

    By Guest carsca, September 5, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 5, 2003

32. reimburse plan expense erroneously charged

    By Scuba 401, September 1, 2016
    • 3 replies
    • 791 views
    • 
    • BG5150
    • September 2, 2016

33. Reimburse Trustee For Expenses Incurred

    By Earl, March 1, 2019
    • 2 replies
    • 698 views
    • 
    • Earl
    • March 1, 2019

34. Reimbursement of Expenses to Employer-in next Plan Year?

    By Guest dlm, November 12, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • November 15, 1999

35. Reimbursement of Investment Loss To Money Purcahase Pension Plan

    By Guest EB Administrator, June 5, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 5, 2001

36. Reimbursement of legal fees related to real estate note transactions

    By Guest tschotland, July 24, 2008
    • 0 replies
    • 804 views
    • 
    • Guest
    • July 24, 2008

37. Reimbursement of Plan Sponsor by Plan for Plan Expenses

    By Guest SCUDDESLER, January 6, 2004
    • 3 replies
    • 8.2k views
    • 
    • Guest
    • January 6, 2004

38. Reimbursing Fees

    By RosemaryCR, July 30, 2018   

    • fees
    • contributions
    • 10 replies
    • 1.9k views
    • 
    • Luke Bailey
    • August 2, 2018

39. Reinstatement of Forfeitures

    By DP, September 15, 2008
    • 8 replies
    • 7.5k views
    • 
    • Tom Poje
    • August 16, 2010

40. Reinstating forfeitures for 0% vested participants - always or depende

    By John A, May 24, 2001
    • 0 replies
    • 1.7k views
    • 
    • John A
    • May 24, 2001

41. Reintroduced pension simplification act

    By Belgarath, June 5, 2013
    • 4 replies
    • 3.2k views
    • 
    • masteff
    • June 6, 2013

42. Related Employer Issue

    By bdeancpa, April 4, 2002
    • 0 replies
    • 1.3k views
    • 
    • bdeancpa
    • April 4, 2002

43. Related Employers (Coverage and Non-discrimination testing) Looking at

    By James Matt Ullakko, April 15, 2001
    • 0 replies
    • 2k views
    • 
    • James Matt Ullakko
    • April 15, 2001

44. Related Employers?

    By Dennis Povloski, January 6, 2010
    • 0 replies
    • 941 views
    • 
    • Dennis Povloski
    • January 6, 2010

45. Related Group Question

    By R. Butler, February 19, 2004
    • 0 replies
    • 958 views
    • 
    • R. Butler
    • February 19, 2004

46. Related group rules for non-profits

    By R. Butler, May 23, 2016
    • 2 replies
    • 736 views
    • 
    • rcline46
    • May 24, 2016

47. Related Rollover in top heavy testing

    By Trekker, May 31, 2007
    • 1 reply
    • 5.5k views
    • 
    • J Simmons
    • June 1, 2007

48. Related Rollover or not?

    By cpc0506, March 19, 2016
    • 2 replies
    • 2.1k views
    • 
    • Kevin C
    • March 22, 2016

49. Reliance on opinion letter

    By Guest JMN, May 23, 2010
    • 0 replies
    • 892 views
    • 
    • Guest
    • May 23, 2010

50. Relius Government Forms 5500 SP2

    By Guest Robin.Wolf, May 19, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 22, 2008