Retirement Plans in General

5,778 topics in this forum

1. Successor plan technicality

   By Bri, July 11, 2023
   • 2 replies
   • 440 views
   • 
   • Bri
   • July 11, 2023

2. To Amend or Not to Amend

   By thepensionmaven, July 10, 2023
   • 4 replies
   • 682 views
   • 
   • Dare Johnson
   • July 10, 2023

3. Can the attorney fee be paid after rollover

   By Jakyasar, July 6, 2023
   • 1 reply
   • 590 views
   • 
   • Peter Gulia
   • July 6, 2023

4. PS correction not counting towards annual addition?

   By AlbanyConsultant, July 3, 2023
   • 1 reply
   • 571 views
   • 
   • FORMER ESQ.
   • July 3, 2023

5. 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
   • 911 views
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   • Peter Gulia
   • June 24, 2023

6. Excluding part-time hourly employees

   By truphao, June 22, 2023
   • 10 replies
   • 2.5k views
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   • truphao
   • June 23, 2023

7. SECURE 2.0 RMD EXCISE TAX

   By JJP04262017, June 21, 2023
   • 1 reply
   • 488 views
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   • FORMER ESQ.
   • June 21, 2023

8. "Unenrolled Participant" Annual Reminder Notice

   By Belgarath, June 19, 2023
   • 13 replies
   • 2k views
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   • TPABob
   • June 20, 2023

9. The 1099 Employee question...

   By Basically, June 14, 2023
   • 6 replies
   • 1.3k views
   • 
   • Basically
   • June 20, 2023

10. non-union pay for union employees?

    By AlbanyConsultant, June 16, 2023
    • 6 replies
    • 2.2k views
    • 
    • AlbanyConsultant
    • June 19, 2023

11. Name of the Investor on K-1

    By thepensionmaven, June 5, 2023
    • 24 replies
    • 1.2k views
    • 
    • Bird
    • June 19, 2023

12. LTPT question

    By pmacduff, April 24, 2023
    • 2 replies
    • 844 views
    • 
    • pmacduff
    • June 14, 2023

13. Is 2 year wait an issue for a new plan?

    By Jakyasar, June 9, 2023
    • 3 replies
    • 476 views
    • 
    • Jakyasar
    • June 12, 2023

14. Paying plan fees with plan assets

    By SSRRS, May 24, 2023
    • 4 replies
    • 1k views
    • 
    • SSRRS
    • June 8, 2023

15. Combo plan deduction issues

    By Jakyasar, May 23, 2023
    • 2 replies
    • 425 views
    • 
    • Lou S.
    • June 2, 2023

16. Ineligible Assets - Audit Info

    By RestAssured, May 30, 2023
    • 2 replies
    • 402 views
    • 
    • Paul I
    • May 30, 2023

17. Startup Auto Enroll Tax Credit - Owner and Spouse Only Plan

    By Pensions2020, May 23, 2023
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 24, 2023

18. Interesting eligibility question

    By Belgarath, May 16, 2023
    • 8 replies
    • 1.1k views
    • 
    • MsKitty
    • May 19, 2023

19. Spouse is Non-US citizen

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

20. Contributions received for unenrolled individual with participating employer - Can we return [all] funds to employer?

    By KaJay, May 17, 2023
    • 0 replies
    • 379 views
    • 
    • KaJay
    • May 17, 2023

21. Applying for Waiver of Penalties/Interest for late-filed 5330s

    By Jeff Kirtner, May 15, 2023
    • 0 replies
    • 425 views
    • 
    • Jeff Kirtner
    • May 15, 2023

22. Are lawsuits against retirement plan fiduciaries few in proportion to the number of plans?

    By Peter Gulia, May 10, 2023
    • 6 replies
    • 1k views
    • 
    • Paul I
    • May 11, 2023

23. Is a post-retirement commission plan an ERISA plan?

    By HCE, May 8, 2023
    • 4 replies
    • 1.3k views
    • 
    • rocknrolls2
    • May 10, 2023

24. VCP Submission Backlog? 11 months and counting?

    By Jaeded, May 2, 2023
    • 2 replies
    • 759 views
    • 
    • Barbara
    • May 4, 2023

25. Plan administrator sent me my first annual 409A plan distribution a year too early

    By RayJJohnsonJr, April 21, 2023
    • 3 replies
    • 662 views
    • 
    • RayJJohnsonJr
    • May 2, 2023

26. Contribution funding and tax return extensions

    By JPIngold, April 20, 2023
    • 9 replies
    • 3.8k views
    • 
    • Paul I
    • May 1, 2023

27. Would a halt to rulemaking and guidance matter for retirement plans?

    By Peter Gulia, April 27, 2023   

    • government shutdown
    • 6 replies
    • 897 views
    • 
    • Paul I
    • April 28, 2023

28. For an ASPPA Member who is a recordkeeper’s employee, who is her Principal?

    By Peter Gulia, April 24, 2023
    • 6 replies
    • 920 views
    • 
    • Paul I
    • April 26, 2023

29. Trust accounting for a pooled plan

    By Bird, April 24, 2023
    • 6 replies
    • 1.4k views
    • 
    • Nate S
    • April 26, 2023

30. Retroactive Change to Plan Year

    By Below Ground, April 18, 2023
    • 10 replies
    • 1.6k views
    • 
    • Bri
    • April 21, 2023

31. TPA Sample Forms

    By AmyETPA, April 19, 2023
    • 1 reply
    • 563 views
    • 
    • Paul I
    • April 20, 2023

32. "Difficulty of Care Payments" under IRC 131(c)(1)

    By Belgarath, April 19, 2023
    • 0 replies
    • 535 views
    • 
    • Belgarath
    • April 19, 2023

33. Pension calculation for two Schedule C's

    By Vinny, May 4, 2021
    • 13 replies
    • 2.3k views
    • 
    • Vinny
    • April 16, 2023

34. Split plan to avoid audit

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

35. Is schedule F equal to schedule C

    By Jakyasar, April 8, 2023
    • 5 replies
    • 1.1k views
    • 
    • Dare Johnson
    • April 10, 2023

36. SEPs

    By TD, April 6, 2023
    • 1 reply
    • 603 views
    • 
    • CuseFan
    • April 6, 2023

37. Late Filing Penalty for Late Deposit Form 5330

    By jw721, March 30, 2023
    • 2 replies
    • 2.7k views
    • 
    • EBP
    • April 1, 2023

38. What is the minimum gateway in a combo plan?

    By Jakyasar, March 29, 2023
    • 5 replies
    • 720 views
    • 
    • CuseFan
    • March 30, 2023

39. ASG and HCE

    By cathyw, March 29, 2023
    • 3 replies
    • 747 views
    • 
    • Belgarath
    • March 30, 2023

40. Form 5500 Counts - participants w/o balances don't count towards large filer and audit status

    By justanotheradmin, February 23, 2023
    • 7 replies
    • 2.1k views
    • 
    • Paul I
    • March 29, 2023

41. Foreign government entity as sponsor?

    By stainedglass80, March 21, 2023
    • 4 replies
    • 1.2k views
    • 
    • Nate S
    • March 28, 2023

42. Lifetime Income Illustration

    By ASFESQ, March 27, 2023
    • 0 replies
    • 299 views
    • 
    • ASFESQ
    • March 27, 2023

43. Collective Bargaining Agreement and Lump-Sum Contribution?

    By mal, March 24, 2023
    • 0 replies
    • 561 views
    • 
    • mal
    • March 24, 2023

44. QRP - qualified replacement plan related

    By Jakyasar, March 17, 2023
    • 1 reply
    • 666 views
    • 
    • Lou S.
    • March 17, 2023

45. non deductible contribution added to 401k

    By thepensionmaven, March 3, 2023
    • 3 replies
    • 937 views
    • 
    • Paul I
    • March 14, 2023

46. IRS Notice CP216F

    By Jakyasar, February 25, 2023
    • 9 replies
    • 1.3k views
    • 
    • Nate S
    • March 14, 2023

47. 60 days from Business account?

    By SSRRS, March 3, 2023
    • 7 replies
    • 954 views
    • 
    • Lou S.
    • March 7, 2023

48. To true-up or not to true-up... that is the question.

    By 401kSteve, February 16, 2023
    • 7 replies
    • 2.3k views
    • 
    • Nate S
    • February 28, 2023

49. ESOP shares

    By Bird, February 22, 2023
    • 14 replies
    • 2k views
    • 
    • Gilmore
    • February 28, 2023

50. 5500EZ/bonding/LLC

    By Draper55, February 24, 2023
    • 1 reply
    • 665 views
    • 
    • C. B. Zeller
    • February 27, 2023