Retirement Plans in General

5,753 topics in this forum

1. Replacement Plan

   By K2, November 14, 2018
   • 6 replies
   • 1.4k views
   • 
   • K2
   • November 19, 2018

2. Replacing market value adjustment on conversion

   By Guest Sieve, August 14, 2008
   • 7 replies
   • 4.3k views
   • 
   • Guest
   • December 5, 2008

3. Reporting 402(g) Excess of Designated Roth Deferrals After April 15

   By KaJay, May 15
   • 14 replies
   • 4k views
   • 
   • KaJay
   • May 22

4. Reporting a distribution of life insurance proceeds on a 1099R

   By katieinny, March 22, 2004
   • 0 replies
   • 1.4k views
   • 
   • katieinny
   • March 22, 2004

5. Reporting and withholding re: pension annuity overpayment due to late death notification

   By LABenefits, September 4
   • 0 replies
   • 5.7k views
   • 
   • LABenefits
   • September 4

6. Reporting Direct Rollover (403b to IRA) for a Non-Resident Alien

   By KaJay, March 13, 2024
   • 1 reply
   • 823 views
   • 
   • KaJay
   • March 14, 2024

7. Reporting excess deferrals with a loss in year of contribution

   By KaJay, December 17, 2018
   • 4 replies
   • 2.2k views
   • 
   • KaJay
   • December 19, 2018

8. Reporting of Prohibited Transaction

   By Cynchbeast, December 24, 2015
   • 0 replies
   • 965 views
   • 
   • Cynchbeast
   • December 24, 2015

9. Reporting Tax withholding

   By imchipbrown, January 11, 2012
   • 5 replies
   • 1.1k views
   • 
   • Bird
   • January 20, 2012

10. Reporting transfers of stock under an Employee Stock Purchase Plan on Form 3922

    By ERISA-Bubs, January 19, 2016
    • 0 replies
    • 620 views
    • 
    • ERISA-Bubs
    • January 19, 2016

11. Repost, for Barnard Walsh: Preparing to offer workshop on retirement p

    By Dave Baker, February 15, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 19, 1999

12. Request for Proposal - TEPP Legal Services

    By Milwaukee Transport Svcs, October 6, 2020
    • 7 replies
    • 986 views
    • 
    • Milwaukee Transport Svcs
    • October 26, 2020

13. Requesting Relief from Section 411 Debarment

    By Eric Taylor, July 10, 2017
    • 6 replies
    • 811 views
    • 
    • Peter Gulia
    • July 11, 2017

14. Required Audit for Form 5500: 80-to-120 Rule

    By Guest wwest, August 10, 1999
    • 5 replies
    • 2k views
    • 
    • Guest
    • August 19, 1999

15. required contribution & bankrupt plan sponsor

    By eilano, June 10, 2002
    • 4 replies
    • 2.2k views
    • 
    • mbozek
    • June 11, 2002

16. Required distribution?

    By richard, October 17, 1998
    • 1 reply
    • 2.2k views
    • 
    • Larry M
    • October 17, 1998

17. Required Minimum Contribution Deadline extension to 1/1/2021

    By NQS, April 30, 2020
    • 2 replies
    • 937 views
    • 
    • NQS
    • May 1, 2020

18. required minimum distribution

    By Egold, January 9, 2021
    • 2 replies
    • 567 views
    • 
    • BG5150
    • January 11, 2021

19. Required Minimum Distribution

    By Guest bernverd, October 17, 2007
    • 7 replies
    • 1.9k views
    • 
    • PLAN MAN
    • October 18, 2007

20. Required minimum distribution

    By Rob, September 22, 2021
    • 3 replies
    • 1.4k views
    • 
    • CuseFan
    • September 22, 2021

21. Required Minimum Distribution

    By Lou81, August 3, 2021
    • 5 replies
    • 988 views
    • 
    • Peter Gulia
    • August 3, 2021

22. Required Minimum Distribution

    By LMD1, December 6, 2016
    • 2 replies
    • 1k views
    • 
    • duckthing
    • December 6, 2016

23. Required Minimum Distribution for an estate

    By Guest terric, June 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mary Kay Foss
    • June 18, 2004

24. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown, November 12, 2019
    • 2 replies
    • 3.3k views
    • 
    • FPGuy
    • November 14, 2019

25. Required minimum distribution, death, and multiple beneficiaries

    By Guest lhinson, October 13, 2005
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • October 24, 2005

26. Required Minimum Distribution?

    By Jilliandiz, December 8, 2003
    • 2 replies
    • 1.4k views
    • 
    • jaemmons
    • December 8, 2003

27. Required Minimum Distributions

    By Guest Ken Newhouse, October 15, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 15, 1998

28. required minimum distributions

    By Egold, January 9, 2021
    • 2 replies
    • 541 views
    • 
    • pensiongeek
    • January 28, 2021

29. Required Minimum distributions

    By Chippy, April 5, 2018
    • 12 replies
    • 1.9k views
    • 
    • Lou S.
    • April 6, 2018

30. Required Minimum Distributions

    By thepensionmaven, September 16, 2017   

    • rmd
    • 1 reply
    • 439 views
    • 
    • RatherBeGolfing
    • September 16, 2017

31. Required Minimum Distributions

    By Guest StanJacobson, June 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • June 18, 1999

32. Required Minimum Distributions from an IRA and a Profit Sharing Plan

    By Guest terric, December 2, 2003
    • 9 replies
    • 2.8k views
    • 
    • Appleby
    • December 3, 2003

33. required participant statements under PPA

    By Tom Poje, October 12, 2007
    • 0 replies
    • 1k views
    • 
    • Tom Poje
    • October 12, 2007

34. Required to Amendment for SPD's

    By Guest KevinP, October 30, 2003
    • 1 reply
    • 953 views
    • 
    • mming
    • October 31, 2003

35. Requirements for Filing VCP for nonamender client

    By Guest WantsToLearn, November 17, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 17, 2006

36. resident alien?

    By AlbanyConsultant, May 20, 2014
    • 15 replies
    • 3.6k views
    • 
    • imchipbrown
    • October 10, 2016

37. Resigning on non-responsive clients

    By Guest JHeller, October 14, 2010
    • 3 replies
    • 1.9k views
    • 
    • Jim Norman
    • October 14, 2010

38. Resititution on Prior Year Prevailing Wage Job

    By 401kSteve, February 13, 2023
    • 1 reply
    • 554 views
    • 
    • CuseFan
    • February 14, 2023

39. Resolution of LLC

    By thepensionmaven, May 3, 2024
    • 1 reply
    • 558 views
    • 
    • Lois Baker
    • May 6, 2024

40. RESOURCE FOR INFORMATION ON AVG PLAN EARNINGS

    By Guest KATHY TONEY, March 29, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 31, 2000

41. Responsibility for maintaining plan document after client leaves??

    By maverick, December 21, 2001
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • December 27, 2001

42. Restate document from Individually designed to pre-approve

    By Soundbc1, June 2, 2016
    • 2 replies
    • 791 views
    • 
    • Soundbc1
    • June 2, 2016

43. Restate trust agreement when submitting determination letter?

    By benefitsguru, January 7, 2014
    • 1 reply
    • 955 views
    • 
    • My 2 cents
    • January 7, 2014

44. Restatement effective 1/1/21, signed in 2022--consequences?

    By BG5150, January 6, 2022
    • 4 replies
    • 1.1k views
    • 
    • rocknrolls2
    • January 7, 2022

45. Restatement of ongoing plans for SBJA '96 and TRA '97

    By mwyatt, September 3, 1998
    • 0 replies
    • 2.3k views
    • 
    • mwyatt
    • September 3, 1998

46. Restatement windows for 403(b) and DC plans

    By Belgarath, January 8, 2024
    • 5 replies
    • 2.4k views
    • 
    • Belgarath
    • January 22, 2024

47. Restatements, trust documents, and recordkeeping platforms

    By Belgarath, April 16, 2021
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • April 19, 2021

48. Restating to a Standardized Regional Prototype

    By Guest Thornton, July 9, 1999
    • 2 replies
    • 1.3k views
    • 
    • richard
    • July 27, 1999

49. Restating to Pre-approved plan

    By Oh so SIMPLE, October 6, 2010
    • 3 replies
    • 972 views
    • 
    • John Feldt ERPA CPC QPA
    • October 6, 2010

50. Restoration of Forfeited Accrued Benefits -- Do Earnings Need to Be Restored Too?

    By rocknrolls2, July 20
    • 9 replies
    • 2.9k views
    • 
    • Paul I
    • July 22