Retirement Plans in General

5,575 topics in this forum

1. 5500 filing - automatic extension

   By Jakyasar, 6 hours ago
   • 1 reply
   • 53 views
   • 
   • Lou S.
   • 1 hour ago

2. 1-person plan retires - keep plan or terminate?

   By TPApril, Friday at 07:03 PM
   • 10 replies
   • 449 views
   • 
   • Peter Gulia
   • Yesterday at 08:06 PM

3. Funding for a controlled group

   By Jakyasar, Thursday at 11:31 PM
   • 5 replies
   • 268 views
   • 
   • Jakyasar
   • Friday at 08:19 PM

4. ASG summary for the non-pension person?

   By AlbanyConsultant, August 29
   • 4 replies
   • 232 views
   • 
   • david rigby
   • September 11

5. How often is the employer the retirement plan’s only fiduciary?

   By Peter Gulia, September 5
   • 20 replies
   • 506 views
   • 
   • QDROphile
   • September 10

6. Controlled Group Rules in Year of Business Sale

   By Jeff G., September 9   

   • controlled group
   • sale of business
   • (and 1 more)

     Tagged with:

     • controlled group
     • sale of business
     • adoption agreement
   • 0 replies
   • 219 views
   • 
   • Jeff G.
   • September 9

7. Control Group Contributions

   By Basically, August 13
   • 3 replies
   • 544 views
   • 
   • Basically
   • September 5

8. exemption from auto enroll in a 401k plan

   By Santo Gold, September 1
   • 5 replies
   • 376 views
   • 
   • Peter Gulia
   • September 4

9. Not stopping Match/SH when comp goes over limit

   By BG5150, August 28
   • 3 replies
   • 538 views
   • 
   • Belgarath
   • September 4

10. Ownership in multiple partnership and offset for losses

    By Jakyasar, September 2
    • 1 reply
    • 178 views
    • 
    • RatherBeGolfing
    • September 2

11. Beneficiary Designation Form - does it have to be notarized?

    By truphao, September 1
    • 2 replies
    • 530 views
    • 
    • truphao
    • September 1

12. MEP - Testing question - 1st year with NHCE in participating employer

    By Megandps, August 29
    • 1 reply
    • 232 views
    • 
    • Bri
    • August 29

13. The Cycle 3 restatement deadline for DC plans was July 31, 2022. That was a Sunday.

    By David Peckham, August 28
    • 5 replies
    • 465 views
    • 
    • david rigby
    • August 28

14. Money Purchase Plan- CODA

    By mal, August 20
    • 7 replies
    • 835 views
    • 
    • MartinMor
    • August 28

15. existing company joining a MEP... terminating current plan?

    By AlbanyConsultant, August 22
    • 8 replies
    • 595 views
    • 
    • AlbanyConsultant
    • August 27

16. Has any service provider paid on a fiduciary warranty?

    By Peter Gulia, June 16
    • 4 replies
    • 658 views
    • 
    • MoJo
    • August 23

17. Reasonable NRA for a boxer for a DB plan

    By Jakyasar, July 29
    • 10 replies
    • 970 views
    • 
    • Gina Alsdorf
    • August 23

18. Multiple 125 Plans, One Employer

    By Ebplans, August 20
    • 1 reply
    • 338 views
    • 
    • acm_acm
    • August 22

19. 401/PS was contributed into the DB plan and more mess

    By Jakyasar, March 1
    • 3 replies
    • 603 views
    • 
    • Gina Alsdorf
    • August 22

20. ASG for doctors and surgery center?

    By AlbanyConsultant, August 1
    • 6 replies
    • 546 views
    • 
    • Gina Alsdorf
    • August 21

21. When can plan compensation definition be amended for 414(s) testing?

    By Jakyasar, August 19
    • 9 replies
    • 922 views
    • 
    • Jakyasar
    • August 20

22. Is this a distributable event?

    By David Peckham, August 16
    • 4 replies
    • 568 views
    • 
    • Peter Gulia
    • August 19

23. I was gaslit during the divorce about a large annuity

    By Gaslit, August 17
    • 2 replies
    • 511 views
    • 
    • Peter Gulia
    • August 18

24. Plan termination distributions done incorrectly

    By Jakyasar, August 13
    • 8 replies
    • 706 views
    • 
    • acm_acm
    • August 17

25. Increasing the 5k to 7k for immediate distribution

    By Jakyasar, August 14
    • 6 replies
    • 820 views
    • 
    • Jakyasar
    • August 16