Retirement Plans in General

5,772 topics in this forum

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

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

2. Remedial Amendment Cycles

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

3. Remedial Amendment Period

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

4. Remedial Amendment Period Question

   By Guest Patrick Foley, June 28, 2005
   • 0 replies
   • 1k views
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   • Guest
   • June 28, 2005

5. reminder: electronic filing shuts down for a month

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

6. Remote notarization

   By Ian, June 10, 2020
   • 27 replies
   • 3.3k views
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   • Luke Bailey
   • June 18, 2020

7. Removal of in-service provision

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

8. removal of plan trustee

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

9. 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

10. removing in-service distributions

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

11. Removing optional forms without 90 day notice

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

12. Removing Participant Directed Investments

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

13. removing SSN's from reports

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

14. Rental Income

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

15. Repayment upon rehire

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

16. 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

17. Replacement Plan

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

18. Replacing market value adjustment on conversion

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

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

    By KaJay, May 15, 2025
    • 14 replies
    • 4.3k views
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    • KaJay
    • May 22, 2025

20. 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

21. 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

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

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

23. 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

24. Reporting of Prohibited Transaction

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

25. Reporting Tax withholding

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

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

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

27. 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

28. 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

29. Requesting Relief from Section 411 Debarment

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

30. 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

31. required contribution & bankrupt plan sponsor

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

32. Required distribution?

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

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

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

34. required minimum distribution

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

35. Required Minimum Distribution

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

36. Required minimum distribution

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

37. Required Minimum Distribution

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

38. Required Minimum Distribution

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

39. 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

40. 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

41. 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

42. Required Minimum Distribution?

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

43. Required Minimum Distributions

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

44. required minimum distributions

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

45. Required Minimum distributions

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

46. Required Minimum Distributions

    By thepensionmaven, September 16, 2017   

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

47. Required Minimum Distributions

    By Guest StanJacobson, June 18, 1999
    • 1 reply
    • 1.5k views
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    • Dave Baker
    • June 18, 1999

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

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

49. required participant statements under PPA

    By Tom Poje, October 12, 2007
    • 0 replies
    • 1.1k views
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    • Tom Poje
    • October 12, 2007

50. Required to Amendment for SPD's

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