Retirement Plans in General

5,753 topics in this forum

1. Returning Employer Contributoin

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

2. Rev Proc 2007-44

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

3. Rev Proc 2021-30

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

4. Rev Rul 76-28

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

5. Revenue Procedure 2004-8

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

6. Revenue Ruling 2004-11

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

7. Revenue Ruling 80-350

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

8. Revenue Ruling 99-51

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

9. Revenue Sharing Agreements

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

10. Revenue Sharing question

    By Belgarath, November 13, 2019
    • 33 replies
    • 4.9k views
    • 
    • Kevin C
    • November 20, 2019

11. Reversion of Plan Assets

    By Guest LoloV, February 4, 2002
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • February 5, 2002

12. Revisit the vesting on plan merger question

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

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

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

14. Revisiting combo plan and top heavy issue

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

15. revisiting life insurance in combo plans

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

16. Revisiting seasoned contributions for life insurance in dc plans

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

17. Revoking a TEFRA 242(b) election

    By TPATC, November 9, 2018   

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

18. Rights and Features Disparity Question

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

19. Risks to Individual Plan in Controlled Group

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

20. RMD 60 day rollover waiver

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

21. RMD Age Error

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

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

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

23. RMD and EPCRS

    By AAS2, May 23, 2017   

    • correction
    • minimum distribution
    • 6 replies
    • 1.6k views
    • 
    • CuseFan
    • May 24, 2017

24. RMD and no liquid assets in plan

    By Earl, September 18, 2008
    • 4 replies
    • 2.3k views
    • 
    • ERISAnut
    • September 18, 2008

25. RMD calculation for DC plan that is terminating

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

26. RMD due date - confused

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

27. RMD for spouse's estate

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

28. RMD form

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

29. RMD from DC plan

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

30. RMD from plan with both platform and pooled funds

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

31. RMD from profit sharing plan

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

32. RMD in Profit Sharing Plan

    By rfahey, January 9, 2013
    • 1 reply
    • 2.2k views
    • 
    • ETA Consulting LLC
    • January 10, 2013

33. RMD mandatory pre- or post- rollover?

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

34. RMD not completed by 12/31/12

    By Cynchbeast, January 10, 2013
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • January 11, 2013

35. RMD postponement for CARES

    By Dennis G., April 6, 2020
    • 2 replies
    • 1k views
    • 
    • RAH401(k)
    • April 7, 2020

36. RMD Question

    By Madison71, April 29, 2010
    • 0 replies
    • 817 views
    • 
    • Madison71
    • April 29, 2010

37. RMD related

    By Jakyasar, November 7
    • 3 replies
    • 435 views
    • 
    • Jakyasar
    • November 13

38. RMD relief

    By RatherBeGolfing, June 23, 2020
    • 0 replies
    • 656 views
    • 
    • RatherBeGolfing
    • June 23, 2020

39. RMD start date

    By Cynchbeast, March 10, 2020
    • 2 replies
    • 708 views
    • 
    • Larry Starr
    • March 10, 2020

40. RMD Start date - checking

    By Jakyasar, February 15, 2024
    • 7 replies
    • 862 views
    • 
    • Belgarath
    • February 16, 2024

41. RMD tables - can I pick which one?

    By Jakyasar, October 31, 2023
    • 2 replies
    • 716 views
    • 
    • Jakyasar
    • October 31, 2023

42. RMD Taken Too Early

    By RCK13, May 14, 2021   

    • rmd
    • 2 replies
    • 775 views
    • 
    • RCK13
    • May 14, 2021

43. RMD to surviving spouse that is current employee

    By M_2015, August 28, 2023
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 30, 2023

44. RMD tranfer into Charity

    By Jakyasar, February 18, 2020
    • 4 replies
    • 859 views
    • 
    • Jakyasar
    • February 21, 2020

45. RMD- owner deceased and so is primary beneficiary

    By Lou81, October 12, 2021   

    • rmd
    • 3 replies
    • 796 views
    • 
    • JOH
    • October 20, 2021

46. RMD's - employer missed payout date

    By Guest fcdeacy, June 28, 2004
    • 0 replies
    • 894 views
    • 
    • Guest
    • June 28, 2004

47. RMD's in 20o10

    By Guest, March 16, 2010
    • 4 replies
    • 1k views
    • 
    • jpod
    • March 17, 2010

48. RMDs and CARES Act

    By waid10, April 28, 2020
    • 12 replies
    • 1.9k views
    • 
    • Larry Starr
    • April 29, 2020

49. RMDs for survivng spouses

    By Philip2, November 4, 2020
    • 1 reply
    • 496 views
    • 
    • Lou S.
    • November 4, 2020

50. RMDs When Account Is Locked

    By ERISA-Bubs, December 19, 2016
    • 3 replies
    • 897 views
    • 
    • Belgarath
    • December 20, 2016