Retirement Plans in General

5,772 topics in this forum

1. Sensitivity analysis of pension plan liability

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

2. Sep Calendar year overlaps fiscal year of new plan

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

3. SEP Plan Question

   By Guest Enda80, April 9, 2009
   • 2 replies
   • 1.2k views
   • 
   • jevd
   • April 10, 2009

4. Separate plans for an affiliated service group

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

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

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

6. SEPs

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

7. Service Agreement (trustee and employer)

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

8. service agreements

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

9. Service Contract Act

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

10. 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

11. Service Organization

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

12. Service organization?

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

13. Service provider and participant fee disclosures

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

14. Service Spanning rule

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

15. Service Spanning Rules--link please

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

16. Service with predecessor who had no prior plan

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

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

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

18. Setting up a Money Purchase Plan

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

19. setting up a new plan

    By Jakyasar, May 30, 2024
    • 8 replies
    • 929 views
    • 
    • C. B. Zeller
    • June 19, 2024

20. Setting up a SIMPLE IRA plan after a 401(k) plan is terminated.

    By katieinny, August 16, 2002
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • August 16, 2002

21. Setting Up A Successor Trustee for Plan

    By metsfan026, August 18, 2021
    • 3 replies
    • 989 views
    • 
    • Peter Gulia
    • August 18, 2021

22. Setting up an Excel file to automatically determine date of entry for an employee

    By Guest Enda80, December 21, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • December 22, 2008

23. Settlement agreement calls for no company contribution

    By ombskid, June 26, 2024
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • July 12, 2024

24. Settlement agreement does not mention plan

    By Guest JD698, March 30, 2004
    • 5 replies
    • 1.6k views
    • 
    • TBob
    • March 31, 2004

25. Settlement of a Benefit Claim - How to Report

    By TaxLawyer1978, February 9, 2018
    • 8 replies
    • 1.6k views
    • 
    • Larry Starr
    • February 12, 2018

26. Settlor Fees?

    By Dougsbpc, May 1, 2007
    • 2 replies
    • 2.5k views
    • 
    • Effen
    • May 2, 2007

27. Settlor Function?

    By 401(k)athryn, October 3, 2017   

    • forfeitures
    • settlor
    • 8 replies
    • 2.7k views
    • 
    • MoJo
    • October 3, 2017

28. Severance comp vs post-severance comp

    By Gilmore, September 23, 2014
    • 14 replies
    • 6.4k views
    • 
    • QDROphile
    • September 27, 2014

29. Severance Pay and Deferrals

    By Guest Tim Howard, May 16, 2000
    • 22 replies
    • 10.2k views
    • 
    • Guest
    • June 1, 2000

30. Severance Pay Included or Excluded in different safe-harbor definition

    By John A, December 21, 1999
    • 0 replies
    • 1.5k views
    • 
    • John A
    • December 21, 1999

31. Severance Pay Plans

    By Emily1991, September 22, 2017   

    • severance
    • pension
    • (and 8 more)

      Tagged with:

      • severance
      • pension
      • erisa
      • exempt
      • benefit plan
      • benefit
      • tmv
      • severance pay plan
      • plan
      • payment
    • 9 replies
    • 1.3k views
    • 
    • Emily1991
    • September 26, 2017

32. SH 4% switching to 3%

    By Jakyasar, November 11, 2020
    • 3 replies
    • 606 views
    • 
    • JackS
    • November 11, 2020

33. SH NEC

    By Cynchbeast, October 20, 2017
    • 3 replies
    • 1.8k views
    • 
    • stephen
    • October 24, 2017

34. Share your experience.

    By Guest creative1, June 24, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 24, 1999

35. shared employee

    By Draper55, February 6, 2020
    • 1 reply
    • 845 views
    • 
    • Luke Bailey
    • February 7, 2020

36. Shared Employees

    By MarZDoates, April 30, 2003
    • 3 replies
    • 3k views
    • 
    • Ron Snyder
    • May 1, 2003

37. Shared Employees

    By Tom, November 27, 2017   

    • shared employees
    • 3 replies
    • 901 views
    • 
    • Bird
    • November 29, 2017

38. Shared Employees

    By thepensionmaven, August 24, 2014
    • 5 replies
    • 1.4k views
    • 
    • K2retire
    • August 26, 2014

39. Shared Employees/Substantially Full Time

    By Guest lwhittle, December 10, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 10, 2003

40. Sharing of Pension Fund Information with Affiliated Union

    By Robert B, August 2, 2023
    • 3 replies
    • 661 views
    • 
    • david rigby
    • August 2, 2023

41. Sharing staff allocation from partnership to sole-props in an ASG

    By AlbanyConsultant, March 31, 2017
    • 1 reply
    • 479 views
    • 
    • Kevin C
    • March 31, 2017

42. SHM True Up

    By 401kSteve, February 10, 2023
    • 1 reply
    • 666 views
    • 
    • Lou S.
    • February 10, 2023

43. Short initial plan year and Top Heavy

    By MoShawn, August 7, 2008
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • August 11, 2008

44. Short Initial Plan Year for PS plan

    By dmb, December 9, 2004
    • 8 replies
    • 1.5k views
    • 
    • No Name
    • December 17, 2004

45. Short limitation period in 2002 - pre-EGTRRA or post-EGTRRA?

    By John A, January 15, 2002
    • 0 replies
    • 1.3k views
    • 
    • John A
    • January 15, 2002

46. Short limitation period when plan year is changed - am I reading reg c

    By John A, January 15, 2002
    • 0 replies
    • 1.4k views
    • 
    • John A
    • January 15, 2002

47. Short Plan Year

    By Guest RBlaine, March 8, 2004
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • March 8, 2004

48. Short plan year

    By Moe Howard, October 30, 2002
    • 8 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2003

49. short plan year

    By thepensionmaven, May 10, 2016
    • 5 replies
    • 823 views
    • 
    • My 2 cents
    • May 10, 2016

50. Short Plan Year

    By pam@bbm, March 24, 2021
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 25, 2021