Retirement Plans in General

5,772 topics in this forum

1. Requirements for Filing VCP for nonamender client

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

2. resident alien?

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

3. Resigning on non-responsive clients

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

4. Resititution on Prior Year Prevailing Wage Job

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

5. Resolution of LLC

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

6. RESOURCE FOR INFORMATION ON AVG PLAN EARNINGS

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

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

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

8. Restate document from Individually designed to pre-approve

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

9. Restate trust agreement when submitting determination letter?

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

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

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

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

    By mwyatt, September 3, 1998
    • 0 replies
    • 2.4k views
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    • mwyatt
    • September 3, 1998

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

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

13. Restatements, trust documents, and recordkeeping platforms

    By Belgarath, April 16, 2021
    • 5 replies
    • 1.4k views
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    • Belgarath
    • April 19, 2021

14. Restating to a Standardized Regional Prototype

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

15. Restating to Pre-approved plan

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

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

    By rocknrolls2, July 20, 2025
    • 9 replies
    • 3k views
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    • Paul I
    • July 22, 2025

17. Restoration of forfeited benefits...

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

18. Restoration of Forfeitures

    By DP, December 28, 2011
    • 7 replies
    • 2.1k views
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    • DP
    • January 3, 2012

19. Restorative Payments

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

20. Restorative Payments

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

21. Restorative Payments Made to a Qualified Plan

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

22. Restructuring

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

23. Restructuring

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

24. Retaining required forms in hard copy

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

25. Retention of Plan documents

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

26. Retired or not retired?

    By Peter Gulia, March 19, 2019   

    • minimum distribution; severance from employment
    • 41 replies
    • 3.7k views
    • 
    • Tom Poje
    • June 13, 2019

27. Retired participant returning to work

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

28. Retirement account in deceased’s name?

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

29. Retirement Asset Allocation

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

30. Retirement benefits

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

31. Retirement Bonus -- Is It Vested?

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

32. retirement credited service date

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

33. retirement distribution after divorce and remarriage

    By mxc, September 5, 2016
    • 2 replies
    • 4.2k views
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    • Alex Jhon
    • May 29, 2025

34. RETIREMENT FUND LOSSES

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

35. Retirement Funds

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

36. Retirement Health Plans - SPDs

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

37. Retirement Income Replacement Ratios

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

38. Retirement Plan Audits

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

39. Retirement Plan entry file

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

40. Retirement Plan Expenses

    By Egold, August 30, 2025
    • 1 reply
    • 4.3k views
    • 
    • Bill Presson
    • August 30, 2025

41. Retirement Plan in sale of business

    By Danny CPA, June 13, 2016
    • 6 replies
    • 1.6k views
    • 
    • shERPA
    • June 14, 2016

42. Retirement plan puzzle for new Subchapter S

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

43. Retirement Plan Roles and Industry Compensation Study

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

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

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

45. Retirement Plan Vendor Requesting Information on All Employees

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

46. 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
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    • J Simmons
    • May 28, 2008

47. Retirement plans

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

48. Retirement plans

    By Guest R Hayes, July 9, 2002
    • 1 reply
    • 1.5k views
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    • mbozek
    • July 9, 2002

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

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

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

    By richard, November 19, 1998
    • 9 replies
    • 4.3k views
    • 
    • alanm
    • December 4, 2000