Retirement Plans in General

5,772 topics in this forum

1. Solve plan amending requirement by switching to prototype plan?

   By Guest Frank Young, November 8, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • November 8, 2001

2. Some direction, please!

   By SMB, February 14, 2007
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • February 14, 2007

3. some highlights from the ASPA conference

   By Tom Poje, October 30, 2002
   • 4 replies
   • 2k views
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   • Appleby
   • December 10, 2002

4. Some Kind of PT

   By Medusa, October 18, 2006
   • 2 replies
   • 1.2k views
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   • Medusa
   • October 19, 2006

5. Some Participants Didn't Get Allocation of Profit Sharing Contribution

   By Madison71, October 6, 2017
   • 4 replies
   • 2.3k views
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   • Luke Bailey
   • October 9, 2017

6. Someone looking for an actuary

   By Craig Schiller, July 25, 2014   

   • For Cal Pers Plan
   • 0 replies
   • 793 views
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   • Craig Schiller
   • July 25, 2014

7. Sort of Abandoned Plan

   By thepensionmaven, January 27, 2022
   • 3 replies
   • 635 views
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   • imchipbrown
   • January 29, 2022

8. Source Tax Law-Congress Approves Legislation to Clarify

   By Appleby, August 12, 2006
   • 0 replies
   • 1.2k views
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   • Appleby
   • August 12, 2006

9. Sourcebook on Contributory DB Plans?

   By Guest Patrick Foley, May 12, 2001
   • 2 replies
   • 1.4k views
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   • Guest
   • May 14, 2001

10. Spanish SARs and SPDs...

    By ESOP Guy, October 11, 2018
    • 3 replies
    • 1.8k views
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    • ESOP Guy
    • October 12, 2018

11. SPD claims procedure

    By Guest Hilarion, January 23, 2004
    • 1 reply
    • 1.4k views
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    • QDROphile
    • January 23, 2004

12. SPD Mailing Requirements

    By luissaha, July 29, 2016
    • 4 replies
    • 1.8k views
    • 
    • My 2 cents
    • August 1, 2016

13. SPD provided to employees "eligible to participate" in plan

    By Ananda, October 18, 2021
    • 11 replies
    • 1.8k views
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    • ESOP Guy
    • October 20, 2021

14. SPD requirement - the 5 year issue

    By John Feldt ERPA CPC QPA, August 21, 2007
    • 9 replies
    • 4.9k views
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    • John Feldt ERPA CPC QPA
    • September 7, 2007

15. SPD update

    By Guest Tammy2006, January 15, 2006
    • 2 replies
    • 1.6k views
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    • Guest
    • January 16, 2006

16. Special 1-Time Early Retirement Window

    By PJ2009, August 12, 2009
    • 0 replies
    • 1k views
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    • PJ2009
    • August 12, 2009

17. Special participation date

    By Cynchbeast, April 20, 2016
    • 3 replies
    • 1.6k views
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    • ETA Consulting LLC
    • April 20, 2016

18. Special Provisions for New Hire

    By Guest pension222, March 25, 2002
    • 2 replies
    • 1.5k views
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    • Guest
    • March 26, 2002

19. Spin off from ASG

    By Gilmore, December 28, 2021
    • 1 reply
    • 547 views
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    • Dave Baker
    • January 3, 2022

20. Spin off, new plan, or what?

    By BG5150, January 26, 2016
    • 3 replies
    • 1.8k views
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    • rcline46
    • January 26, 2016

21. Spin-offs

    By Belgarath, September 19, 2003
    • 1 reply
    • 2.1k views
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    • QDROphile
    • September 19, 2003

22. Spinoff scenario

    By Guest Troy S., April 3, 2007
    • 1 reply
    • 1.1k views
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    • J Simmons
    • April 3, 2007

23. Spinoff Unrelated entity

    By 52626, July 28, 2016
    • 2 replies
    • 903 views
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    • Kevin C
    • July 29, 2016

24. Split 401k to avoid audit retro to first day

    By B21, May 10, 2018
    • 3 replies
    • 777 views
    • 
    • B21
    • May 11, 2018

25. Split DB/DC plan

    By dmb, November 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 18, 2002

26. Split Dollar arrangements and 401(k)

    By Belgarath, February 14, 2017
    • 0 replies
    • 716 views
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    • Belgarath
    • February 14, 2017

27. Split plan to avoid audit

    By bzorc, April 7, 2023
    • 3 replies
    • 1.3k views
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    • pmacduff
    • April 13, 2023

28. Split plans to avoid audit - with a twist

    By RatherBeGolfing, April 9, 2018
    • 5 replies
    • 946 views
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    • RatherBeGolfing
    • April 10, 2018

29. splitting one plan into two... in the same asset contract?

    By AlbanyConsultant, July 31, 2019
    • 2 replies
    • 799 views
    • 
    • chc93
    • July 31, 2019

30. Sponsor did not fully fund the profit sharing contribution deduction shown on 2001 tax return; how to handle 2001 allocation report?

    By eilano, September 25, 2003
    • 2 replies
    • 1.3k views
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    • eilano
    • September 26, 2003

31. Sponsorship of DB plan by inactive corporation

    By Guest ActuaryWannabe, August 12, 2004
    • 5 replies
    • 2k views
    • 
    • Belgarath
    • August 13, 2004

32. Sponsorship of Prototype Plan

    By Guest dobsonlaw, October 12, 2005
    • 0 replies
    • 1.3k views
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    • Guest
    • October 12, 2005

33. Spousal Consent

    By Guest RS Vatalaro, May 6, 1999
    • 3 replies
    • 2.8k views
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    • Guest
    • May 26, 1999

34. Spousal Consent for Loan?

    By stephen, May 24, 2007
    • 8 replies
    • 6.2k views
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    • J Simmons
    • June 6, 2007

35. Spousal consent needed from Alternate Payee?

    By Lynn Campbell, July 30, 1999
    • 1 reply
    • 2k views
    • 
    • david rigby
    • July 30, 1999

36. Spousal Consent to name a different beneficiary.

    By katieinny, December 11, 2002
    • 3 replies
    • 2k views
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    • RTK
    • December 11, 2002

37. spousal consent to optional form

    By Beemer, July 8, 2016
    • 5 replies
    • 1k views
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    • Beemer
    • July 11, 2016

38. spousal exception/minor child and unrelated owner

    By Draper55, December 13, 2021
    • 1 reply
    • 511 views
    • 
    • Bri
    • December 13, 2021

39. Spousal signature witnessing

    By Jakyasar, October 6, 2020
    • 2 replies
    • 782 views
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    • Jakyasar
    • October 7, 2020

40. Spouse Earned Income

    By David MacLennan, February 5, 2001
    • 0 replies
    • 1.6k views
    • 
    • David MacLennan
    • February 5, 2001

41. Spouse is Non-US citizen

    By Santo Gold, May 17, 2023
    • 3 replies
    • 1.5k views
    • 
    • fmsinc
    • May 17, 2023

42. SS-4

    By Archimage, May 24, 2006
    • 3 replies
    • 1.6k views
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    • wsp
    • June 17, 2006

43. SSA Projected wage bases

    By Tom Poje, October 17, 2001
    • 0 replies
    • 1.4k views
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    • Tom Poje
    • October 17, 2001

44. SSN on Participant Statement Prohibited by HIPAA?

    By Guest Rider, August 6, 2007
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • August 23, 2007

45. Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • June 21, 2001

46. Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 21, 2001

47. Standardized and Non-Standardized Prototype Documents

    By Guest RS Vatalaro, February 12, 1999
    • 3 replies
    • 1.9k views
    • 
    • Alan Simpson
    • February 15, 1999

48. Standardized Plans - Last Day of Plan Year Rule

    By KateSmithPA, June 20, 2001
    • 4 replies
    • 2.2k views
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    • Medusa
    • June 23, 2001

49. Start 401(k) same year as SIMPLE IRA?

    By BG5150, March 19, 2014
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • March 19, 2014

50. Start up 401k wants to include sub contractors

    By Santo Gold, November 9, 2022
    • 10 replies
    • 2.2k views
    • 
    • Santo Gold
    • November 11, 2022