Retirement Plans in General

4,516 topics in this forum

  1. DFVCP filings - multiple years, not all of them ready to file

    By ldr,   
    • 0 replies
    • 8 views

  2. Beneficiary determination - is the TPA on the hook?

    By ldr,   
    • 11 replies
    • 92 views

  3. When is receipt of a W-9 necessary?

    By KaJay,
    • 1 reply
    • 48 views

  4. SMM Requirements as to content

    By Belgarath,
    • 2 replies
    • 75 views

  5. missing participants

    By Fiduciary Guidance Counsel,
    • 11 replies
    • 276 views

  6. Stupid Question Re Fidelity Bonds

    By thepensionmaven,
    • 13 replies
    • 275 views

  7. Missed RMD for 2018

    By Cynchbeast,
    • 3 replies
    • 111 views

  8. ERISA Claim Appeal Rights for QDRO Participant

    By IhrtERISA,
    • 8 replies
    • 207 views

  9. DOL Audit

    By Belgarath,
    • 4 replies
    • 191 views

  10. Is $100 Per Day Penalty for Not Furnishing Info Indexed?

    By rocknrolls2,
    • 1 reply
    • 110 views

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

    By BG5150,
    • 5 replies
    • 172 views

  12. Form 8955-SSA

    By Florence,
    • 6 replies
    • 280 views

  13. Employee works for more than one company

    By perplexedbypensions,
    • 3 replies
    • 140 views

  14. Distribution from Terminated Plan

    By thepensionmaven,
    • 3 replies
    • 128 views

  15. Which governmental activities stop (or continue) during a U.S. Government shutdown?

    By Fiduciary Guidance Counsel,
    • 3 replies
    • 278 views

  16. rollover incorrectly titled

    By thepensionmaven,
    • 13 replies
    • 263 views

  17. Reporting excess deferrals with a loss in year of contribution

    By KaJay,
    • 4 replies
    • 234 views

  18. top-heavy vesting schedule

    By JustnERPA,
    • 8 replies
    • 171 views

  19. Why should retirement plans be organized around employers?

    By Fiduciary Guidance Counsel,
    • 15 replies
    • 332 views

  20. Forfeiture of account balance of missing participant

    By Guest Sieve,
    • 11 replies
    • 4,840 views

  21. Excludable class of employees

    By Santo Gold,
    • 5 replies
    • 292 views

  22. temp worker, initial eligibility

    By M Norton,
    • 17 replies
    • 532 views

  23. Can Trustee be named by job title?

    By digger,
    • 5 replies
    • 300 views

  24. Coverage Test for Controlled Group--one co no longer in business

    By BG5150,
    • 2 replies
    • 132 views

  25. Trusts in Controlled Group situations

    By Purplemandinga,
    • 3 replies
    • 110 views