Retirement Plans in General

5,753 topics in this forum

1. Selective vesting in NQDC plan

   By cathyw, September 14, 2020
   • 3 replies
   • 570 views
   • 
   • Luke Bailey
   • September 17, 2020

2. Self Correction - THM and Gateway Allocations

   By 52626, August 24, 2017
   • 1 reply
   • 514 views
   • 
   • Mike Preston
   • August 24, 2017

3. Self Correction possible?

   By J Simmons, December 18, 2009
   • 5 replies
   • 1.7k views
   • 
   • J Simmons
   • December 20, 2009

4. self dealing prohibited transaction

   By R. Butler, May 20, 2011
   • 2 replies
   • 1.9k views
   • 
   • Kevin C
   • May 25, 2011

5. Self Directed 401(k) Plan for Physicians

   By SwimmingInBowelsOfERISA, May 5, 2016
   • 4 replies
   • 883 views
   • 
   • Belgarath
   • May 6, 2016

6. Self directed 401k

   By Lori moore, June 26, 2019
   • 3 replies
   • 1k views
   • 
   • Pam Shoup
   • June 26, 2019

7. Self Directed Accounts

   By Guest JimJ, September 4, 2001
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • September 4, 2001

8. Self Directed Accounts in 401k Plan

   By DP, April 20, 2016
   • 11 replies
   • 2k views
   • 
   • QDROphile
   • April 21, 2016

9. self direction of account

   By eilano, January 16, 2002
   • 6 replies
   • 2k views
   • 
   • Guest
   • January 21, 2002

10. Self Employed

    By R. Butler, September 18, 2002
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • September 19, 2002

11. Self employed - IRA transfers funds to plan for employer contribution

    By Belgarath, March 20, 2018
    • 14 replies
    • 737 views
    • 
    • Larry Starr
    • March 21, 2018

12. Self Employed Calcs worksheet

    By Pammie57, February 29, 2016
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 1, 2016

13. Self employed Integrated contribution calculation

    By Magill, March 3, 2022
    • 3 replies
    • 802 views
    • 
    • Tom Poje
    • March 5, 2022

14. self employed integrated profit sharing contribution limitation.

    By Guest gcrechale, February 4, 1999
    • 5 replies
    • 2k views
    • 
    • Guest
    • February 7, 1999

15. Self Employed Paired Plan with After-tax Contribution

    By SM, February 16, 2022
    • 5 replies
    • 1.4k views
    • 
    • CuseFan
    • February 17, 2022

16. Self employed PS calc and integrated with Social Security

    By Cobras59, April 25, 2019
    • 10 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 26, 2019

17. Self Employed with Profit Sharing Plan

    By thepensionmaven, August 19, 2015
    • 18 replies
    • 1.8k views
    • 
    • thepensionmaven
    • October 11, 2017

18. self employment earnings/contribution calc

    By Chippy, March 14, 2016
    • 2 replies
    • 731 views
    • 
    • mphs77
    • March 14, 2016

19. Self Employment Income calc

    By buckaroo, June 18, 2014
    • 2 replies
    • 935 views
    • 
    • buckaroo
    • June 19, 2014

20. Self-correction if you made an allocation based on an incorrect compensation figure?

    By Guest Enda80, February 4, 2009
    • 1 reply
    • 838 views
    • 
    • QDROphile
    • February 5, 2009

21. Self-Correction Program

    By Guest Enda80, July 5, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 10, 2008

22. self-directed accounts

    By eilano, July 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • July 11, 2002

23. Self-Directed Brokerage an option for Rollover Funds only?

    By mwyatt, December 8, 2004
    • 4 replies
    • 1.3k views
    • 
    • mbozek
    • December 9, 2004

24. Self-Directed Profit Sharing Accounts

    By DP, August 20, 2004
    • 10 replies
    • 4.4k views
    • 
    • Jon Chambers
    • August 25, 2004

25. Self-Employed Compensation and Employer Deduction

    By Archimage, September 30, 2003
    • 1 reply
    • 913 views
    • 
    • Mike Preston
    • September 30, 2003

26. Self-Employed Deferrals

    By Guest rhector12, September 12, 2005
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • September 13, 2005

27. Self-employment compensation calculation

    By BG5150, August 17, 2015
    • 28 replies
    • 3.1k views
    • 
    • BG5150
    • January 9, 2017

28. Self-Employment Earned Income and Permitted Disparity

    By Guest Enda80, April 4, 2009
    • 2 replies
    • 948 views
    • 
    • Guest
    • April 6, 2009

29. Self-employment tax on Pension distribution??

    By drunkewok, February 3, 2016
    • 4 replies
    • 3.1k views
    • 
    • masteff
    • February 3, 2016

30. Senate kills automatic-enrollment IRA programs established by municipalities

    By RatherBeGolfing, March 30, 2017
    • 0 replies
    • 374 views
    • 
    • RatherBeGolfing
    • March 30, 2017

31. Senior Fog

    By thepensionmaven, October 21
    • 2 replies
    • 682 views
    • 
    • Gilmore
    • October 22

32. Seniority and Retirement Package Offers

    By Guest Cathy, July 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • KIP KRAUS
    • July 28, 1999

33. Sensitivity analysis of pension plan liability

    By Brad Jacobs, October 1, 2016
    • 2 replies
    • 1k views
    • 
    • david rigby
    • October 3, 2016

34. Sep Calendar year overlaps fiscal year of new plan

    By Belgarath, September 8, 2016
    • 0 replies
    • 530 views
    • 
    • Belgarath
    • September 8, 2016

35. SEP Plan Question

    By Guest Enda80, April 9, 2009
    • 2 replies
    • 1.1k views
    • 
    • jevd
    • April 10, 2009

36. Separate plans for an affiliated service group

    By Rai401k, June 3, 2015
    • 0 replies
    • 907 views
    • 
    • Rai401k
    • June 3, 2015

37. Seperate vesting on each year's PS contrib?

    By BG5150, January 3, 2019
    • 5 replies
    • 834 views
    • 
    • BG5150
    • January 3, 2019

38. SEPs

    By TD, April 6, 2023
    • 1 reply
    • 583 views
    • 
    • CuseFan
    • April 6, 2023

39. Service Agreement (trustee and employer)

    By Guest MNR, December 5, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 5, 2001

40. service agreements

    By Scuba 401, September 8, 2011
    • 0 replies
    • 977 views
    • 
    • Scuba 401
    • September 8, 2011

41. Service Contract Act

    By perkinsran, March 10, 2011
    • 0 replies
    • 1.4k views
    • 
    • perkinsran
    • March 10, 2011

42. Service crediting in successor plans - 1.411(a)-5(b)(3)(v)

    By katiejoseph, November 10, 2016
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • November 16, 2016

43. Service Organization

    By Earl, August 16, 2007
    • 4 replies
    • 1.3k views
    • 
    • Earl
    • August 16, 2007

44. Service organization?

    By Belgarath, April 25, 2016
    • 0 replies
    • 622 views
    • 
    • Belgarath
    • April 25, 2016

45. Service provider and participant fee disclosures

    By Belgarath, October 26, 2011
    • 9 replies
    • 1.4k views
    • 
    • Belgarath
    • October 28, 2011

46. Service Spanning rule

    By cpc0506, April 4, 2016
    • 1 reply
    • 1.9k views
    • 
    • ETA Consulting LLC
    • April 5, 2016

47. Service Spanning Rules--link please

    By BG5150, March 5, 2019
    • 1 reply
    • 481 views
    • 
    • Belgarath
    • March 5, 2019

48. Service with predecessor who had no prior plan

    By Trekker, December 4, 2012
    • 5 replies
    • 2.2k views
    • 
    • Trekker
    • December 5, 2012

49. Setting up a DB plan for 2020 but deducting in 2021

    By Jakyasar, August 17, 2021
    • 4 replies
    • 937 views
    • 
    • Jakyasar
    • August 18, 2021

50. Setting up a Money Purchase Plan

    By Guest localname, May 7, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 7, 1999