Retirement Plans in General

5,753 topics in this forum

1. setting up a new plan

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

2. 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

3. Setting Up A Successor Trustee for Plan

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

4. 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

5. Settlement agreement calls for no company contribution

   By ombskid, June 26, 2024
   • 5 replies
   • 1.3k views
   • 
   • Luke Bailey
   • July 12, 2024

6. Settlement agreement does not mention plan

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

7. Settlement of a Benefit Claim - How to Report

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

8. Settlor Fees?

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

9. Settlor Function?

   By 401(k)athryn, October 3, 2017   

   • forfeitures
   • settlor
   • 8 replies
   • 2.6k views
   • 
   • MoJo
   • October 3, 2017

10. Severance comp vs post-severance comp

    By Gilmore, September 23, 2014
    • 14 replies
    • 6.3k views
    • 
    • QDROphile
    • September 27, 2014

11. Severance Pay and Deferrals

    By Guest Tim Howard, May 16, 2000
    • 22 replies
    • 10.1k views
    • 
    • Guest
    • June 1, 2000

12. 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

13. 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
    • 1.2k views
    • 
    • Emily1991
    • September 26, 2017

14. SH 4% switching to 3%

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

15. SH NEC

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

16. Share your experience.

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

17. shared employee

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

18. Shared Employees

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

19. Shared Employees

    By Tom, November 27, 2017   

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

20. Shared Employees

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

21. Shared Employees/Substantially Full Time

    By Guest lwhittle, December 10, 2003
    • 0 replies
    • 994 views
    • 
    • Guest
    • December 10, 2003

22. Sharing of Pension Fund Information with Affiliated Union

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

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

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

24. SHM True Up

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

25. Short initial plan year and Top Heavy

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

26. Short Initial Plan Year for PS plan

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

27. 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

28. 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

29. Short Plan Year

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

30. Short plan year

    By Moe Howard, October 30, 2002
    • 8 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2003

31. short plan year

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

32. Short Plan Year

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

33. Short Plan Year - Excludable Employees?

    By John A, April 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 19, 2002

34. Short Plan Year and prorated limits

    By perplexedbypensions, January 15, 2020
    • 3 replies
    • 2k views
    • 
    • perplexedbypensions
    • January 15, 2020

35. Short Plan Year BIS

    By ESOP Guy, July 9, 2021
    • 2 replies
    • 802 views
    • 
    • ESOP Guy
    • July 9, 2021

36. Short Plan Year Implications

    By Guest JF, July 29, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 29, 1999

37. Short plan year w/ self employed--comp issue

    By BG5150, April 7, 2022
    • 1 reply
    • 525 views
    • 
    • Nate S
    • April 7, 2022

38. Short plan/company year - first year

    By Jakyasar, August 17, 2021
    • 2 replies
    • 593 views
    • 
    • Jakyasar
    • August 18, 2021

39. Should a non-ERISA and non-EACA automatic-contribution arrangement send annual notices?

    By Peter Gulia, September 24, 2015
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2015

40. Should a plan allow self-certifications for before-retirement payouts?

    By Peter Gulia, December 20, 2022
    • 5 replies
    • 832 views
    • 
    • Peter Gulia
    • December 23, 2022

41. Should a plan’s fiduciary adopt auto-portability?

    By Peter Gulia, May 7
    • 4 replies
    • 3.5k views
    • 
    • blguest
    • May 10

42. Should a retirement plan volunteer information to EBSA’s lost-and-found database?

    By Peter Gulia, December 5, 2024
    • 6 replies
    • 2.7k views
    • 
    • Peter Gulia
    • December 10, 2024

43. Should a retirement-services provider be its customers’ super-fiduciary?

    By Peter Gulia, July 30, 2022   

    • erisa; fiduciary; prudence
    • 35 replies
    • 6.7k views
    • 
    • Bird
    • June 12, 2024

44. Should an individual who receives only the top-heavy minimum contribut

    By John A, October 20, 2000
    • 4 replies
    • 3.8k views
    • 
    • John A
    • October 20, 2000

45. Should be an easy controlled group determination

    By Santo Gold, December 15, 2006
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006

46. Should be an easy eligibility question, but not really

    By Santo Gold, March 28, 2014
    • 7 replies
    • 2k views
    • 
    • jpod
    • April 1, 2014

47. Should form SF be filed after divorce with a owner and spouse plan?

    By CKocher, September 10, 2023
    • 5 replies
    • 713 views
    • 
    • Peter Gulia
    • September 11, 2023

48. Should service providers ask plan sponsors whether one wants to change the required beginning date applicable age?

    By Peter Gulia, June 23, 2023
    • 6 replies
    • 875 views
    • 
    • Peter Gulia
    • June 24, 2023

49. Should you always get a tax identification number for a retirement plan?

    By Will.I.Am, July 12, 2022
    • 5 replies
    • 2.8k views
    • 
    • AlbanyConsultant
    • July 14, 2022

50. Sick Pay/Short Term Disability

    By Guest CharlieLaur, April 27, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 27, 2004