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Retirement Plans in General

5,761 topics in this forum

  1. Interesting eligibility question

    By Belgarath,
    • 8 replies
    • 1.1k views

  2. Spouse is Non-US citizen

    By Santo Gold,
    • 3 replies
    • 1.4k views

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

    By KaJay,
    • 0 replies
    • 365 views

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

    By Jeff Kirtner,
    • 0 replies
    • 404 views

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

    By Peter Gulia,
    • 6 replies
    • 1k views

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

    By HCE,
    • 4 replies
    • 1.3k views

  7. VCP Submission Backlog? 11 months and counting?

    By Jaeded,
    • 2 replies
    • 739 views

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

    By RayJJohnsonJr,
    • 3 replies
    • 612 views

  9. Contribution funding and tax return extensions

    By JPIngold,
    • 9 replies
    • 3.6k views

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

    By Peter Gulia,   
    • 6 replies
    • 870 views

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

    By Peter Gulia,
    • 6 replies
    • 898 views

  12. Trust accounting for a pooled plan

    By Bird,
    • 6 replies
    • 1.3k views

  13. Retroactive Change to Plan Year

    By Below Ground,
    • 10 replies
    • 1.5k views
    • Bri
    • Bri

  14. TPA Sample Forms

    By AmyETPA,
    • 1 reply
    • 544 views

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

    By Belgarath,
    • 0 replies
    • 515 views

  16. Pension calculation for two Schedule C's

    By Vinny,
    • 13 replies
    • 2.2k views

  17. Split plan to avoid audit

    By bzorc,
    • 3 replies
    • 1.3k views

  18. Is schedule F equal to schedule C

    By Jakyasar,
    • 5 replies
    • 1.1k views

  19. SEPs

    By TD,
    • 1 reply
    • 587 views

  20. Late Filing Penalty for Late Deposit Form 5330

    By jw721,
    • 2 replies
    • 2.6k views

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

    By Jakyasar,
    • 5 replies
    • 707 views

  22. ASG and HCE

    By cathyw,
    • 3 replies
    • 733 views

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

    By justanotheradmin,
    • 7 replies
    • 2.1k views

  24. Foreign government entity as sponsor?

    By stainedglass80,
    • 4 replies
    • 1.2k views

  25. Lifetime Income Illustration

    By ASFESQ,
    • 0 replies
    • 287 views

  26. Collective Bargaining Agreement and Lump-Sum Contribution?

    By mal,
    • 0 replies
    • 527 views
    • mal
    • mal

  27. QRP - qualified replacement plan related

    By Jakyasar,
    • 1 reply
    • 642 views

  28. non deductible contribution added to 401k

    By thepensionmaven,
    • 3 replies
    • 913 views

  29. IRS Notice CP216F

    By Jakyasar,
    • 9 replies
    • 1.3k views

  30. 60 days from Business account?

    By SSRRS,
    • 7 replies
    • 937 views

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

    By 401kSteve,
    • 7 replies
    • 2.2k views

  32. ESOP shares

    By Bird,
    • 14 replies
    • 1.9k views

  33. 5500EZ/bonding/LLC

    By Draper55,
    • 1 reply
    • 651 views

  34. RMD from plan with both platform and pooled funds

    By pmacduff,
    • 6 replies
    • 911 views

  35. Brother Sister Company and Family Attribution Rules

    By Ananda,
    • 3 replies
    • 1.6k views

  36. When eligible becomes ineligible?

    By dougmal,
    • 10 replies
    • 2.2k views

  37. Top Heavy

    By Sully,
    • 6 replies
    • 1.6k views

  38. SIMPLE IRA

    By Jeannine,
    • 2 replies
    • 689 views

  39. May a military make-up deferral be a Roth deferral?

    By Peter Gulia,   
    • 2 replies
    • 651 views

  40. In-Plan Roth Conversion of Employer SH Match

    By 401kSteve,
    • 3 replies
    • 2.2k views

  41. Plan Termination and SECURE 2.0 Amendments

    By Belgarath,
    • 13 replies
    • 2.3k views

  42. Resititution on Prior Year Prevailing Wage Job

    By 401kSteve,
    • 1 reply
    • 560 views

  43. DB/DC Gateway - What If Safe Harbor Match?

    By metsfan026,
    • 6 replies
    • 1.1k views

  44. 945 withholding

    By thepensionmaven,
    • 3 replies
    • 1k views

  45. SHM True Up

    By 401kSteve,
    • 1 reply
    • 654 views

  46. What distribution fee should a plan charge for an early-out withdrawal?

    By Peter Gulia,
    • 7 replies
    • 1.7k views

  47. Plan Entry Date Question

    By BG5150,
    • 2 replies
    • 697 views

  48. Attribution/Controlled Group Clarification

    By Lucky32,
    • 3 replies
    • 1.2k views

  49. Income determination - multiple schedule c's

    By Jakyasar,
    • 8 replies
    • 1.4k views

  50. How do you check whether a beneficiary designation is real or a forgery?

    By Peter Gulia,
    • 15 replies
    • 5.3k views
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