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Retirement Plans in General

5,796 topics in this forum

  1. Single member, 2 businesses - SEP IRA... 401(k)

    By Basically,
    • 8 replies
    • 2.1k views

  2. Cb/DC combo gateway or not for otherwise excludable employees

    By Jakyasar,
    • 6 replies
    • 842 views

  3. Fees being treated as a "forfeiture"

    By Belgarath,
    • 5 replies
    • 898 views

  4. Client overstepped their bounds

    By Basically,
    • 11 replies
    • 977 views

  5. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath,
    • 2 replies
    • 713 views

  6. Sharing of Pension Fund Information with Affiliated Union

    By Robert B,
    • 3 replies
    • 713 views

  7. Trustee types and who signs

    By TPApril,
    • 5 replies
    • 3.5k views

  8. Liability signing on EFAST

    By Cynchbeast,
    • 3 replies
    • 766 views

  9. Professional Associations

    By Lucky32,
    • 5 replies
    • 1.3k views

  10. Locating Missing or Deceased Participants of a Plan - Locator Services

    By DMincevich,
    • 3 replies
    • 1.5k views

  11. Have never run into this in 30 years

    By Dougsbpc,
    • 6 replies
    • 1.1k views

  12. Retaining required forms in hard copy

    By Belgarath,
    • 0 replies
    • 290 views

  13. Net c is lower than expected for a new 401k plan

    By Jakyasar,
    • 5 replies
    • 581 views

  14. Fidelity Investments - Contact Info

    By 415 Limit,
    • 4 replies
    • 9.3k views

  15. Helping Client Choose ERISA Bond Coverage

    By Basically,
    • 6 replies
    • 1.3k views

  16. Key/top heavy

    By Belgarath,
    • 2 replies
    • 489 views

  17. Correction on Missed Deferrals

    By CTCKOH,
    • 3 replies
    • 955 views

  18. E-File authorizations for DFVC filings

    By Cynchbeast,
    • 3 replies
    • 721 views

  19. Successor plan technicality

    By Bri,
    • 2 replies
    • 473 views

  20. To Amend or Not to Amend

    By thepensionmaven,
    • 4 replies
    • 714 views

  21. Can the attorney fee be paid after rollover

    By Jakyasar,
    • 1 reply
    • 624 views

  22. PS correction not counting towards annual addition?

    By AlbanyConsultant,
    • 1 reply
    • 620 views

  23. Should service providers ask plan sponsors whether one wants to change the required beginning date applicable age?

    By Peter Gulia,
    • 6 replies
    • 996 views

  24. Excluding part-time hourly employees

    By truphao,
    • 10 replies
    • 2.9k views

  25. SECURE 2.0 RMD EXCISE TAX

    By JJP04262017,
    • 1 reply
    • 539 views

  26. "Unenrolled Participant" Annual Reminder Notice

    By Belgarath,
    • 13 replies
    • 2.1k views

  27. The 1099 Employee question...

    By Basically,
    • 6 replies
    • 1.5k views

  28. non-union pay for union employees?

    By AlbanyConsultant,
    • 6 replies
    • 2.5k views

  29. Name of the Investor on K-1

    By thepensionmaven,
    • 24 replies
    • 1.2k views

  30. LTPT question

    By pmacduff,
    • 2 replies
    • 879 views

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

    By Jakyasar,
    • 3 replies
    • 501 views

  32. Paying plan fees with plan assets

    By SSRRS,
    • 4 replies
    • 1.1k views

  33. Combo plan deduction issues

    By Jakyasar,
    • 2 replies
    • 459 views

  34. Ineligible Assets - Audit Info

    By RestAssured,
    • 2 replies
    • 421 views

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

    By Pensions2020,
    • 6 replies
    • 1.4k views

  36. Interesting eligibility question

    By Belgarath,
    • 8 replies
    • 1.2k views

  37. Spouse is Non-US citizen

    By Santo Gold,
    • 3 replies
    • 1.8k views

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

    By KaJay,
    • 0 replies
    • 399 views

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

    By Jeff Kirtner,
    • 0 replies
    • 465 views

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

    By Peter Gulia,
    • 6 replies
    • 1.1k views

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

    By HCE,
    • 4 replies
    • 1.5k views

  42. VCP Submission Backlog? 11 months and counting?

    By Jaeded,
    • 2 replies
    • 793 views

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

    By RayJJohnsonJr,
    • 3 replies
    • 690 views

  44. Contribution funding and tax return extensions

    By JPIngold,
    • 9 replies
    • 4.6k views

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

    By Peter Gulia,   
    • 6 replies
    • 947 views

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

    By Peter Gulia,
    • 6 replies
    • 1k views

  47. Trust accounting for a pooled plan

    By Bird,
    • 6 replies
    • 1.5k views

  48. Retroactive Change to Plan Year

    By Below Ground,
    • 10 replies
    • 1.8k views
    • Bri
    • Bri

  49. TPA Sample Forms

    By AmyETPA,
    • 1 reply
    • 603 views

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

    By Belgarath,
    • 0 replies
    • 571 views
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