Retirement Plans in General

4,229 topics in this forum

1. Lost Plan Document

   By Sky Kurlbaum, August 8   

   • lost
   • plan
   • (and 2 more)

     Tagged with:

     • lost
     • plan
     • document
     • missing
   • 9 replies
   • 210 views
   • 
   • Sky Kurlbaum
   • 5 hours ago

2. Corporate merger situation

   By Belgarath, 16 hours ago   

   • 403(b) and simple-ira
   • 6 replies
   • 55 views
   • 
   • Belgarath
   • 10 hours ago

3. Investment Education vs Participant Advice

   By TCM72, August 8   

   • dol fiduciary regulation
   • advisers
   • (and 3 more)

     Tagged with:

     • dol fiduciary regulation
     • advisers
     • plan sponsors
     • participant education
     • investment professionals
   • 3 replies
   • 67 views
   • 
   • My 2 cents
   • Tuesday at 07:13 PM

4. Document correction

   By Cynchbeast, Monday at 06:51 PM
   • 3 replies
   • 169 views
   • 
   • Luke Bailey
   • Tuesday at 07:13 PM

5. Marital status uncertain at death

   By Cynchbeast, August 8
   • 10 replies
   • 269 views
   • 
   • Cynchbeast
   • Monday at 06:37 PM

6. 2018 Limits

   By Mike Preston, Friday at 02:40 PM
   • 4 replies
   • 174 views
   • 
   • NJ Mike
   • Friday at 07:37 PM

7. S Corps own a Practice as a partnership

   By HMCTPA, August 2   

   • s corps
   • partnership
   • (and 2 more)

     Tagged with:

     • s corps
     • partnership
     • k-1
     • w2
   • 2 replies
   • 116 views
   • 
   • HMCTPA
   • August 9

8. Eligibility/exclusions

   By Belgarath, August 3
   • 5 replies
   • 113 views
   • 
   • Belgarath
   • August 4

9. your tax dollars hard at work running IRAs'

   By Tom Poje, July 28
   • 15 replies
   • 259 views
   • 
   • MoJo
   • August 4

10. Phased Retirement Plan - Employer Discretion

    By Carol V. Calhoun, August 2
    • 2 replies
    • 128 views
    • 
    • Luke Bailey
    • August 3

11. No PSP contributions in 8 years--ramifications?

    By BG5150, August 1
    • 17 replies
    • 287 views
    • 
    • My 2 cents
    • August 3

12. Late reported deaths - tax reporting

    By Brian, July 27   

    • death
    • tax reporting
    • 6 replies
    • 184 views
    • 
    • JamesK
    • July 29

13. Documentation re Plan Sponsor

    By Cynchbeast, July 29
    • 0 replies
    • 43 views
    • 
    • Cynchbeast
    • July 29

14. Attribution from a Trust to its beneficiaries

    By 401_noob, July 27   

    • attribution
    • trusts
    • 3 replies
    • 138 views
    • 
    • 401_noob
    • July 28

15. Family Attribution - counting service

    By jvajjm750, July 19
    • 20 replies
    • 348 views
    • 
    • david rigby
    • July 26

16. Overtime Excluded in 401K Deduction Calculations

    By Mrs V, July 23   

    • overtime
    • 401k deductions
    • 2 replies
    • 87 views
    • 
    • Tom Poje
    • July 24

17. "Spouse is beneficiary"..."Prove it!"

    • 1
    • 2

    By AlbanyConsultant, July 18
    • 30 replies
    • 546 views
    • 
    • Belgarath
    • July 21

18. forfeiture reallocations

    By pmacduff, June 8
    • 5 replies
    • 231 views
    • 
    • pmacduff
    • July 17

19. Question on tolling the five year breaks in service

    By Bumppo23, July 15   

    • breaks in service
    • vesting
    • (and 2 more)

      Tagged with:

      • breaks in service
      • vesting
      • plan year
      • forfeiture
    • 1 reply
    • 92 views
    • 
    • ESOP Guy
    • July 15

20. Intriguing question on perhaps 411(d))(6) protected benefits; plan amendments affecting breaks in service reckoning aspects, perhaps to include the number of Hours of Service that demark the ceiling/threshold for identifying a break in service

    By Bumppo23, July 15   

    • 411(d)(6)
    • vesting
    • (and 7 more)

      Tagged with:

      • 411(d)(6)
      • vesting
      • breaks in service
      • five year breaks in service
      • five consecutive breaks in service
      • forfeiture
      • plan year
      • vesting computation period
      • years of vesting
    • 0 replies
    • 86 views
    • 
    • Bumppo23
    • July 15

21. Form 5308

    By cpc0506, July 13
    • 2 replies
    • 79 views
    • 
    • cpc0506
    • July 13

22. Must one provide full vesting upon disability as one does for attainment of Normal Retirement Age?

    By Bumppo23, July 9   

    • vesting
    • disability
    • 9 replies
    • 174 views
    • 
    • ESOP Guy
    • July 11

23. Requesting Relief from Section 411 Debarment

    By Eric Taylor, July 10
    • 6 replies
    • 188 views
    • 
    • Fiduciary Guidance Counsel
    • July 11

24. Distributions from account producing forfeitures; must the distribution of the entirety of the account balance encompass elective deferrals, after-tax contributions, and/or rollover contributions?

    By Bumppo23, July 9   

    • coda
    • deferral
    • (and 3 more)

      Tagged with:

      • coda
      • deferral
      • after-tax contributions
      • rollovers
      • rollover
    • 3 replies
    • 92 views
    • 
    • CuseFan
    • July 10

25. LLC, taxed as partnership, paying both W-2 and K-1 income to "partners"

    By Belgarath, March 10, 2004
    • 18 replies
    • 25,071 views
    • 
    • Mike Preston
    • July 3