Retirement Plans in General

5,753 topics in this forum

1. Restoration of forfeited benefits...

   By jaemmons, May 5, 2004
   • 2 replies
   • 1.9k views
   • 
   • david rigby
   • May 18, 2004

2. Restoration of Forfeitures

   By DP, December 28, 2011
   • 7 replies
   • 2k views
   • 
   • DP
   • January 3, 2012

3. Restorative Payments

   By Guest kveldenator, February 7, 2012
   • 0 replies
   • 965 views
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   • Guest
   • February 7, 2012

4. Restorative Payments

   By Guest ERISAAAAH, February 22, 2011
   • 0 replies
   • 1.9k views
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   • Guest
   • February 22, 2011

5. Restorative Payments Made to a Qualified Plan

   By Guest Edward McElroy, March 4, 1999
   • 0 replies
   • 2k views
   • 
   • Guest
   • March 4, 1999

6. Restructuring

   By Belgarath, March 31, 2017
   • 10 replies
   • 1k views
   • 
   • Tom Poje
   • April 4, 2017

7. Restructuring

   By Belgarath, July 10, 2015
   • 21 replies
   • 2.3k views
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   • Belgarath
   • July 14, 2015

8. Retaining required forms in hard copy

   By Belgarath, July 21, 2023
   • 0 replies
   • 265 views
   • 
   • Belgarath
   • July 21, 2023

9. Retention of Plan documents

   By mbozek, May 5, 2004
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • May 5, 2004

10. Retired or not retired?

    By Peter Gulia, March 19, 2019   

    • minimum distribution; severance from employment
    • 41 replies
    • 3.6k views
    • 
    • Tom Poje
    • June 13, 2019

11. Retired participant returning to work

    By Guest Jill B, May 14, 2010
    • 15 replies
    • 1.6k views
    • 
    • Guest
    • May 18, 2010

12. Retirement account in deceased’s name?

    By jane123, March 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • March 16, 2005

13. Retirement Asset Allocation

    By leevena, January 11, 2009
    • 4 replies
    • 1k views
    • 
    • Guest
    • February 3, 2009

14. Retirement benefits

    By Don Levit, December 15, 2008
    • 2 replies
    • 1k views
    • 
    • Don Levit
    • December 15, 2008

15. Retirement Bonus -- Is It Vested?

    By Guest Richard Bellamy, September 16, 2009
    • 7 replies
    • 2.3k views
    • 
    • david rigby
    • September 18, 2009

16. retirement credited service date

    By Guest kathy parks, May 17, 2002
    • 6 replies
    • 2.2k views
    • 
    • MGB
    • May 20, 2002

17. retirement distribution after divorce and remarriage

    By mxc, September 5, 2016
    • 2 replies
    • 4.1k views
    • 
    • Alex Jhon
    • May 29

18. RETIREMENT FUND LOSSES

    By Guest JD698, October 10, 2008
    • 5 replies
    • 979 views
    • 
    • Guest
    • October 10, 2008

19. Retirement Funds

    By Guest swaid, April 20, 1999
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • April 21, 1999

20. Retirement Health Plans - SPDs

    By PhilB, March 26, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 27, 2002

21. Retirement Income Replacement Ratios

    By JButtrick, January 22, 2007
    • 2 replies
    • 1.2k views
    • 
    • tuni88
    • February 4, 2007

22. Retirement Plan Audits

    By bzorc, October 26, 1999
    • 3 replies
    • 1.6k views
    • 
    • BeckyMiller
    • November 8, 1999

23. Retirement Plan entry file

    By Guest Enda80, August 8, 2009
    • 1 reply
    • 891 views
    • 
    • Jim Chad
    • August 8, 2009

24. Retirement Plan Expenses

    By Egold, August 30
    • 1 reply
    • 3.8k views
    • 
    • Bill Presson
    • August 30

25. Retirement Plan in sale of business

    By Danny CPA, June 13, 2016
    • 6 replies
    • 1.5k views
    • 
    • shERPA
    • June 14, 2016

26. Retirement plan puzzle for new Subchapter S

    By Guest GregT, April 13, 2005
    • 15 replies
    • 7.6k views
    • 
    • mbozek
    • April 16, 2005

27. Retirement Plan Roles and Industry Compensation Study

    By mlp0816, June 9, 2021
    • 1 reply
    • 530 views
    • 
    • Bob the Swimmer
    • June 10, 2021

28. Retirement Plan Start-up tax credits - Qualifying start-up costs - New Small Employer

    By Kris G, February 25, 2024
    • 1 reply
    • 692 views
    • 
    • Tom Veal
    • February 26, 2024

29. Retirement Plan Vendor Requesting Information on All Employees

    By waid10, August 25, 2015
    • 3 replies
    • 911 views
    • 
    • david rigby
    • August 25, 2015

30. Retirement plan's asset/trust statements; what official regulations dictate that the statements must be in the name of the plan?

    By Guest Enda80, May 28, 2008
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • May 28, 2008

31. Retirement plans

    By Guest youngcarter, July 16, 2010
    • 2 replies
    • 979 views
    • 
    • GMK
    • July 16, 2010

32. Retirement plans

    By Guest R Hayes, July 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • July 9, 2002

33. Retirement Plans for employees who retire before age 65?

    By Guest Barb, May 28, 1999
    • 2 replies
    • 1.4k views
    • 
    • Larry M
    • May 29, 1999

34. Retirement Plans for Independent Contractors; I understand there are s

    By richard, November 19, 1998
    • 9 replies
    • 4.2k views
    • 
    • alanm
    • December 4, 2000

35. Retirement Plans for Small Business Owners

    By Appleby, April 7, 2005
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • April 14, 2005

36. retirement plans in mergers and acquisitions

    By Guest Deborah Grace, August 28, 1998
    • 1 reply
    • 2.9k views
    • 
    • Ervin Barham
    • August 31, 1998

37. Retirement Plans Increase in Popularity

    By Guest hawadmin, June 21, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 21, 2001

38. retirement plans through the years

    By Guest nynaeve, May 4, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • May 4, 2009

39. Retirement program (DROP)

    By Guest engbob, September 29, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 29, 2000

40. Retirment Plan Options for Small Businesses

    By Guest Bobclp, September 4, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 7, 2001

41. Retroactive Amendment

    By R. Butler, May 15, 2002
    • 13 replies
    • 4.6k views
    • 
    • Mike Preston
    • May 17, 2002

42. Retroactive Cafeteria Plan Amendment

    By Madison71, March 25, 2010
    • 0 replies
    • 1.9k views
    • 
    • Madison71
    • March 25, 2010

43. Retroactive Change to Plan Year

    By Below Ground, April 18, 2023
    • 10 replies
    • 1.5k views
    • 
    • Bri
    • April 21, 2023

44. Retroactive Plan Amendment

    By Guest bogart126, October 30, 2001
    • 2 replies
    • 1.5k views
    • 
    • Medusa
    • October 30, 2001

45. Retroactive plan amenmdents relating to elective/optional law changes

    By Guest Gibson, September 12, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 2000

46. Retroactive Vesting

    By Dougsbpc, July 6, 2007
    • 22 replies
    • 4.9k views
    • 
    • Mike Preston
    • July 10, 2007

47. Retroactively Amend Plan to Make Allocation Requirement More Generous?

    By Lucky32, September 9
    • 16 replies
    • 3.1k views
    • 
    • Lucky32
    • September 11

48. Return of contribution

    By dmb, November 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • November 1, 2001

49. Return of non-deductible contributions

    By dan.jock, March 7, 2017
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • March 8, 2017

50. Returned from ASPPA

    By Tom Poje, November 9, 2005
    • 18 replies
    • 3.8k views
    • 
    • Guest
    • November 11, 2005