Retirement Plans in General

5,772 topics in this forum

1. Retirement Plans for Small Business Owners

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

2. retirement plans in mergers and acquisitions

   By Guest Deborah Grace, August 28, 1998
   • 1 reply
   • 3k views
   • 
   • Ervin Barham
   • August 31, 1998

3. Retirement Plans Increase in Popularity

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

4. retirement plans through the years

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

5. Retirement program (DROP)

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

6. Retiring the end of this year - hurray!

   By Belgarath, December 5, 2025
   • 4 replies
   • 588 views
   • 
   • Bill Presson
   • December 5, 2025

7. Retirment Plan Options for Small Businesses

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

8. Retroactive Amendment

   By R. Butler, May 15, 2002
   • 13 replies
   • 4.7k views
   • 
   • Mike Preston
   • May 17, 2002

9. Retroactive Cafeteria Plan Amendment

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

10. Retroactive Change to Plan Year

    By Below Ground, April 18, 2023
    • 10 replies
    • 1.6k views
    • 
    • Bri
    • April 21, 2023

11. Retroactive Plan Amendment

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

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

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

13. Retroactive Vesting

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

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

    By Lucky32, September 9, 2025
    • 16 replies
    • 3.8k views
    • 
    • Lucky32
    • September 11, 2025

15. Return of contribution

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

16. Return of non-deductible contributions

    By dan.jock, March 7, 2017
    • 2 replies
    • 1.2k views
    • 
    • CuseFan
    • March 8, 2017

17. Returned from ASPPA

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

18. Returning Employer Contributoin

    By Chey1999, March 18, 2015
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 19, 2015

19. Rev Proc 2007-44

    By t.haley, October 15, 2009
    • 1 reply
    • 2k views
    • 
    • Kevin C
    • October 16, 2009

20. Rev Proc 2021-30

    By thepensionmaven, July 16, 2021
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • July 26, 2021

21. Rev Rul 76-28

    By Jakyasar, August 17, 2021
    • 1 reply
    • 832 views
    • 
    • Peter Gulia
    • August 17, 2021

22. Revenue Procedure 2004-8

    By Belgarath, January 15, 2004
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 20, 2004

23. Revenue Ruling 2004-11

    By Belgarath, February 4, 2004
    • 5 replies
    • 1.8k views
    • 
    • E as in ERISA
    • February 6, 2004

24. Revenue Ruling 80-350

    By Guest Suanne, September 27, 2006
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • September 27, 2006

25. Revenue Ruling 99-51

    By John A, December 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • December 14, 1999

26. Revenue Sharing Agreements

    By kwalified, January 19, 2012
    • 0 replies
    • 871 views
    • 
    • kwalified
    • January 19, 2012

27. Revenue Sharing question

    By Belgarath, November 13, 2019
    • 33 replies
    • 5.1k views
    • 
    • Kevin C
    • November 20, 2019

28. Reversion of Plan Assets

    By Guest LoloV, February 4, 2002
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • February 5, 2002

29. Revisit the vesting on plan merger question

    By jkharvey, October 20, 2004
    • 4 replies
    • 1.2k views
    • 
    • Ron Snyder
    • October 22, 2004

30. Revisiting 2% ownership for an s-corp for 5500-EZ filing

    By Jakyasar, September 4, 2023
    • 1 reply
    • 876 views
    • 
    • RatherBeGolfing
    • September 4, 2023

31. Revisiting combo plan and top heavy issue

    By Jakyasar, May 21, 2025
    • 2 replies
    • 3.2k views
    • 
    • Jakyasar
    • May 21, 2025

32. revisiting life insurance in combo plans

    By Jakyasar, August 31, 2020
    • 12 replies
    • 1.8k views
    • 
    • Mike Preston
    • September 3, 2020

33. Revisiting seasoned contributions for life insurance in dc plans

    By Jakyasar, September 10, 2020
    • 2 replies
    • 1.2k views
    • 
    • Jakyasar
    • September 10, 2020

34. Revoking a TEFRA 242(b) election

    By TPATC, November 9, 2018   

    • 401(k)
    • minimum required distributions
    • 0 replies
    • 848 views
    • 
    • TPATC
    • November 9, 2018

35. Rights and Features Disparity Question

    By Guest Michael J. Sievert, CFP, September 20, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 21, 1999

36. Risks to Individual Plan in Controlled Group

    By kmhaab, November 7, 2017
    • 4 replies
    • 677 views
    • 
    • kmhaab
    • November 14, 2017

37. RMD 60 day rollover waiver

    By Guest DeeBee, January 6, 2009
    • 1 reply
    • 3.8k views
    • 
    • david rigby
    • January 6, 2009

38. RMD Age Error

    By thepensionmaven, December 26, 2022
    • 4 replies
    • 859 views
    • 
    • thepensionmaven
    • December 27, 2022

39. RMD amounts for IRA included in rollover to 403(b)

    By KaJay, September 18, 2019
    • 8 replies
    • 980 views
    • 
    • KaJay
    • October 10, 2019

40. RMD and EPCRS

    By AAS2, May 23, 2017   

    • correction
    • minimum distribution
    • 6 replies
    • 1.7k views
    • 
    • CuseFan
    • May 24, 2017

41. RMD and no liquid assets in plan

    By Earl, September 18, 2008
    • 4 replies
    • 2.4k views
    • 
    • ERISAnut
    • September 18, 2008

42. RMD calculation for DC plan that is terminating

    By Jakyasar, August 15, 2022
    • 7 replies
    • 910 views
    • 
    • Jakyasar
    • August 15, 2022

43. RMD due date - confused

    By Jakyasar, November 2, 2023
    • 5 replies
    • 828 views
    • 
    • Lou S.
    • November 3, 2023

44. RMD for spouse's estate

    By Guest terric, September 13, 2004
    • 1 reply
    • 1k views
    • 
    • Mary Kay Foss
    • September 14, 2004

45. RMD form

    By Guest THess, February 28, 2004
    • 0 replies
    • 833 views
    • 
    • Guest
    • February 28, 2004

46. RMD from DC plan

    By ombskid, November 4, 2015
    • 1 reply
    • 950 views
    • 
    • Bird
    • November 4, 2015

47. RMD from plan with both platform and pooled funds

    By pmacduff, February 23, 2023
    • 6 replies
    • 923 views
    • 
    • pmacduff
    • February 27, 2023

48. RMD from profit sharing plan

    By thepensionmaven, April 29, 2024
    • 4 replies
    • 839 views
    • 
    • Paul I
    • April 30, 2024

49. RMD in Profit Sharing Plan

    By rfahey, January 9, 2013
    • 1 reply
    • 2.3k views
    • 
    • ETA Consulting LLC
    • January 10, 2013

50. RMD mandatory pre- or post- rollover?

    By Guest jbergstrom, August 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 9, 2011