Retirement Plans in General

5,791 topics in this forum

1. Sharing of Pension Fund Information with Affiliated Union

   By Robert B, August 2, 2023
   • 3 replies
   • 694 views
   • 
   • david rigby
   • August 2, 2023

2. Trustee types and who signs

   By TPApril, July 27, 2023
   • 5 replies
   • 3.3k views
   • 
   • QDROphile
   • August 1, 2023

3. Liability signing on EFAST

   By Cynchbeast, August 1, 2023
   • 3 replies
   • 734 views
   • 
   • Peter Gulia
   • August 1, 2023

4. Professional Associations

   By Lucky32, July 24, 2023
   • 5 replies
   • 1.3k views
   • 
   • Lucky32
   • July 26, 2023

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

   By DMincevich, July 24, 2023
   • 3 replies
   • 1.5k views
   • 
   • Pam Shoup
   • July 26, 2023

6. Have never run into this in 30 years

   By Dougsbpc, July 7, 2023
   • 6 replies
   • 1k views
   • 
   • Paul I
   • July 25, 2023

7. Retaining required forms in hard copy

   By Belgarath, July 21, 2023
   • 0 replies
   • 287 views
   • 
   • Belgarath
   • July 21, 2023

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

   By Jakyasar, July 20, 2023
   • 5 replies
   • 557 views
   • 
   • Lou S.
   • July 20, 2023

9. Fidelity Investments - Contact Info

   By 415 Limit, July 6, 2023
   • 4 replies
   • 9k views
   • 
   • Paul I
   • July 20, 2023

10. Helping Client Choose ERISA Bond Coverage

    By Basically, July 10, 2023
    • 6 replies
    • 1.2k views
    • 
    • Basically
    • July 17, 2023

11. Key/top heavy

    By Belgarath, July 14, 2023
    • 2 replies
    • 478 views
    • 
    • Belgarath
    • July 14, 2023

12. Correction on Missed Deferrals

    By CTCKOH, July 10, 2023
    • 3 replies
    • 916 views
    • 
    • Paul I
    • July 13, 2023

13. E-File authorizations for DFVC filings

    By Cynchbeast, July 9, 2023
    • 3 replies
    • 683 views
    • 
    • Paul I
    • July 12, 2023

14. Successor plan technicality

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

15. To Amend or Not to Amend

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

16. Can the attorney fee be paid after rollover

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

17. PS correction not counting towards annual addition?

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

18. 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
    • 946 views
    • 
    • Peter Gulia
    • June 24, 2023

19. Excluding part-time hourly employees

    By truphao, June 22, 2023
    • 10 replies
    • 2.7k views
    • 
    • truphao
    • June 23, 2023

20. SECURE 2.0 RMD EXCISE TAX

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

21. "Unenrolled Participant" Annual Reminder Notice

    By Belgarath, June 19, 2023
    • 13 replies
    • 2.1k views
    • 
    • TPABob
    • June 20, 2023

22. The 1099 Employee question...

    By Basically, June 14, 2023
    • 6 replies
    • 1.4k views
    • 
    • Basically
    • June 20, 2023

23. non-union pay for union employees?

    By AlbanyConsultant, June 16, 2023
    • 6 replies
    • 2.4k views
    • 
    • AlbanyConsultant
    • June 19, 2023

24. Name of the Investor on K-1

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

25. LTPT question

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

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

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

27. Paying plan fees with plan assets

    By SSRRS, May 24, 2023
    • 4 replies
    • 1.1k views
    • 
    • SSRRS
    • June 8, 2023

28. Combo plan deduction issues

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

29. Ineligible Assets - Audit Info

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

30. 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

31. Interesting eligibility question

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

32. Spouse is Non-US citizen

    By Santo Gold, May 17, 2023
    • 3 replies
    • 1.7k views
    • 
    • fmsinc
    • May 17, 2023

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

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

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

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

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

    By Peter Gulia, May 10, 2023
    • 6 replies
    • 1.1k views
    • 
    • Paul I
    • May 11, 2023

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

    By HCE, May 8, 2023
    • 4 replies
    • 1.4k views
    • 
    • rocknrolls2
    • May 10, 2023

37. VCP Submission Backlog? 11 months and counting?

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

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

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

39. Contribution funding and tax return extensions

    By JPIngold, April 20, 2023
    • 9 replies
    • 4.2k views
    • 
    • Paul I
    • May 1, 2023

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

    By Peter Gulia, April 27, 2023   

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

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

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

42. Trust accounting for a pooled plan

    By Bird, April 24, 2023
    • 6 replies
    • 1.5k views
    • 
    • Nate S
    • April 26, 2023

43. Retroactive Change to Plan Year

    By Below Ground, April 18, 2023
    • 10 replies
    • 1.7k views
    • 
    • Bri
    • April 21, 2023

44. TPA Sample Forms

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

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

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

46. Pension calculation for two Schedule C's

    By Vinny, May 4, 2021
    • 13 replies
    • 2.4k views
    • 
    • Vinny
    • April 16, 2023

47. Split plan to avoid audit

    By bzorc, April 7, 2023
    • 3 replies
    • 1.4k views
    • 
    • pmacduff
    • April 13, 2023

48. Is schedule F equal to schedule C

    By Jakyasar, April 8, 2023
    • 5 replies
    • 1.2k views
    • 
    • Dare Johnson
    • April 10, 2023

49. SEPs

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

50. Late Filing Penalty for Late Deposit Form 5330

    By jw721, March 30, 2023
    • 2 replies
    • 2.8k views
    • 
    • EBP
    • April 1, 2023