Retirement Plans in General

5,768 topics in this forum

1. Name of the Investor on K-1

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

2. LTPT question

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

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

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

4. Paying plan fees with plan assets

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

5. Combo plan deduction issues

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

6. Ineligible Assets - Audit Info

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

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

   By Pensions2020, May 23, 2023
   • 6 replies
   • 1.2k views
   • 
   • Peter Gulia
   • May 24, 2023

8. Interesting eligibility question

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

9. Spouse is Non-US citizen

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

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

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

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

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

12. 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

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

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

14. VCP Submission Backlog? 11 months and counting?

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

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

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

16. Contribution funding and tax return extensions

    By JPIngold, April 20, 2023
    • 9 replies
    • 3.7k views
    • 
    • Paul I
    • May 1, 2023

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

    By Peter Gulia, April 27, 2023   

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

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

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

19. Trust accounting for a pooled plan

    By Bird, April 24, 2023
    • 6 replies
    • 1.3k views
    • 
    • Nate S
    • April 26, 2023

20. Retroactive Change to Plan Year

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

21. TPA Sample Forms

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

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

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

23. Pension calculation for two Schedule C's

    By Vinny, May 4, 2021
    • 13 replies
    • 2.2k views
    • 
    • Vinny
    • April 16, 2023

24. Split plan to avoid audit

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

25. Is schedule F equal to schedule C

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

26. SEPs

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

27. Late Filing Penalty for Late Deposit Form 5330

    By jw721, March 30, 2023
    • 2 replies
    • 2.6k views
    • 
    • EBP
    • April 1, 2023

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

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

29. ASG and HCE

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

30. 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

31. Foreign government entity as sponsor?

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

32. Lifetime Income Illustration

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

33. Collective Bargaining Agreement and Lump-Sum Contribution?

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

34. QRP - qualified replacement plan related

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

35. non deductible contribution added to 401k

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

36. IRS Notice CP216F

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

37. 60 days from Business account?

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

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

    By 401kSteve, February 16, 2023
    • 7 replies
    • 2.2k views
    • 
    • Nate S
    • February 28, 2023

39. ESOP shares

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

40. 5500EZ/bonding/LLC

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

41. RMD from plan with both platform and pooled funds

    By pmacduff, February 23, 2023
    • 6 replies
    • 920 views
    • 
    • pmacduff
    • February 27, 2023

42. Brother Sister Company and Family Attribution Rules

    By Ananda, February 15, 2023
    • 3 replies
    • 1.6k views
    • 
    • Draper55
    • February 24, 2023

43. When eligible becomes ineligible?

    By dougmal, February 17, 2023
    • 10 replies
    • 2.2k views
    • 
    • QDROphile
    • February 22, 2023

44. Top Heavy

    By Sully, February 20, 2023
    • 6 replies
    • 1.7k views
    • 
    • Sully
    • February 22, 2023

45. SIMPLE IRA

    By Jeannine, February 17, 2023
    • 2 replies
    • 694 views
    • 
    • Jeannine
    • February 17, 2023

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

    By Peter Gulia, February 16, 2023   

    • userra
    • 2 replies
    • 665 views
    • 
    • Peter Gulia
    • February 17, 2023

47. In-Plan Roth Conversion of Employer SH Match

    By 401kSteve, February 13, 2023
    • 3 replies
    • 2.2k views
    • 
    • Lou S.
    • February 15, 2023

48. Plan Termination and SECURE 2.0 Amendments

    By Belgarath, February 13, 2023
    • 13 replies
    • 2.3k views
    • 
    • Peter Gulia
    • February 14, 2023

49. Resititution on Prior Year Prevailing Wage Job

    By 401kSteve, February 13, 2023
    • 1 reply
    • 569 views
    • 
    • CuseFan
    • February 14, 2023

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

    By metsfan026, February 14, 2023
    • 6 replies
    • 1.1k views
    • 
    • CuseFan
    • February 14, 2023