Retirement Plans in General

5,781 topics in this forum

1. Related Employers?

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

2. Related Group Question

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

3. Related group rules for non-profits

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

4. Related Rollover in top heavy testing

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

5. Related Rollover or not?

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

6. Reliance on opinion letter

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

7. Relius Government Forms 5500 SP2

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

8. Relius users - beneficiary forms if a trust is named as beneficiary

   By Belgarath, November 17, 2021
   • 0 replies
   • 590 views
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   • Belgarath
   • November 17, 2021

9. Remedial Amendment Cycles

   By david rigby, January 12, 2007
   • 3 replies
   • 1.4k views
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   • Belgarath
   • January 12, 2007

10. Remedial Amendment Period

    By Guest Robert F. Elgidely, March 15, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • March 15, 2000

11. Remedial Amendment Period Question

    By Guest Patrick Foley, June 28, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • June 28, 2005

12. reminder: electronic filing shuts down for a month

    By Tom Poje, December 5, 2017
    • 1 reply
    • 543 views
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    • My 2 cents
    • December 5, 2017

13. Remote notarization

    By Ian, June 10, 2020
    • 27 replies
    • 3.4k views
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    • Luke Bailey
    • June 18, 2020

14. Removal of in-service provision

    By Guest amybu99, May 14, 2008
    • 5 replies
    • 1.3k views
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    • Guest
    • May 14, 2008

15. removal of plan trustee

    By pmacduff, October 9, 2015
    • 0 replies
    • 775 views
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    • pmacduff
    • October 9, 2015

16. Remove life insurance as investment option?

    By Guest boberlander, December 20, 2000
    • 2 replies
    • 1.5k views
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    • Guest
    • December 21, 2000

17. removing in-service distributions

    By Guest mringo, July 7, 2003
    • 1 reply
    • 1.3k views
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    • Belgarath
    • July 7, 2003

18. Removing optional forms without 90 day notice

    By Guest jdw, April 30, 2004
    • 0 replies
    • 991 views
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    • Guest
    • April 30, 2004

19. Removing Participant Directed Investments

    By kmciver, May 23, 2003
    • 5 replies
    • 1.4k views
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    • Guest
    • May 28, 2003

20. removing SSN's from reports

    By eilano, July 7, 2003
    • 0 replies
    • 1.3k views
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    • eilano
    • July 7, 2003

21. Rental Income

    By jane123, March 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 24, 2004

22. Repayment upon rehire

    By Guest Ken Newhouse, November 11, 1998
    • 3 replies
    • 1.8k views
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    • Guest
    • November 11, 1998

23. Replacement of pension plans with personal retirement accounts.

    By Guest cebrooks, January 3, 1999
    • 1 reply
    • 1.8k views
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    • Guest
    • January 4, 1999

24. Replacement Plan

    By K2, November 14, 2018
    • 6 replies
    • 1.5k views
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    • K2
    • November 19, 2018

25. Replacing market value adjustment on conversion

    By Guest Sieve, August 14, 2008
    • 7 replies
    • 4.4k views
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    • Guest
    • December 5, 2008

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

    By KaJay, May 15, 2025
    • 14 replies
    • 4.4k views
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    • KaJay
    • May 22, 2025

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

    By katieinny, March 22, 2004
    • 0 replies
    • 1.5k views
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    • katieinny
    • March 22, 2004

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

    By LABenefits, September 4, 2025
    • 0 replies
    • 6.2k views
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    • LABenefits
    • September 4, 2025

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

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

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

    By KaJay, December 17, 2018
    • 4 replies
    • 2.3k views
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    • KaJay
    • December 19, 2018

31. Reporting of Prohibited Transaction

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

32. Reporting Tax withholding

    By imchipbrown, January 11, 2012
    • 5 replies
    • 1.2k views
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    • Bird
    • January 20, 2012

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

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

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

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

35. Request for Proposal - TEPP Legal Services

    By Milwaukee Transport Svcs, October 6, 2020
    • 7 replies
    • 1k views
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    • Milwaukee Transport Svcs
    • October 26, 2020

36. Requesting Relief from Section 411 Debarment

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

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

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

38. required contribution & bankrupt plan sponsor

    By eilano, June 10, 2002
    • 4 replies
    • 2.3k views
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    • mbozek
    • June 11, 2002

39. Required distribution?

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

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

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

41. required minimum distribution

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

42. Required Minimum Distribution

    By Guest bernverd, October 17, 2007
    • 7 replies
    • 2k views
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    • PLAN MAN
    • October 18, 2007

43. Required minimum distribution

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

44. Required Minimum Distribution

    By Lou81, August 3, 2021
    • 5 replies
    • 1k views
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    • Peter Gulia
    • August 3, 2021

45. Required Minimum Distribution

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

46. Required Minimum Distribution for an estate

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

47. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown, November 12, 2019
    • 2 replies
    • 3.4k views
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    • FPGuy
    • November 14, 2019

48. Required minimum distribution, death, and multiple beneficiaries

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

49. Required Minimum Distribution?

    By Jilliandiz, December 8, 2003
    • 2 replies
    • 1.5k views
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    • jaemmons
    • December 8, 2003

50. Required Minimum Distributions

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