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Retirement Plans in General

5,801 topics in this forum

  1. SECURE 2.0 increase to cashout limit for forced distributions

    By Belgarath,
    • 6 replies
    • 5.3k views

  2. RMD to surviving spouse that is current employee

    By M_2015,
    • 6 replies
    • 1.6k views

  3. Deduction taken before document is done and tax return is filed without extension

    By Jakyasar,
    • 10 replies
    • 749 views

  4. Controlled Group - Offer of Benefits

    By waid10,
    • 2 replies
    • 1.4k views

  5. Just Another Senior Moment

    By thepensionmaven,
    • 4 replies
    • 678 views

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

    By Basically,
    • 8 replies
    • 2.2k views

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

    By Jakyasar,
    • 6 replies
    • 874 views

  8. Fees being treated as a "forfeiture"

    By Belgarath,
    • 5 replies
    • 940 views

  9. Client overstepped their bounds

    By Basically,
    • 11 replies
    • 1k views

  10. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath,
    • 2 replies
    • 735 views

  11. Sharing of Pension Fund Information with Affiliated Union

    By Robert B,
    • 3 replies
    • 735 views

  12. Trustee types and who signs

    By TPApril,
    • 5 replies
    • 3.7k views

  13. Liability signing on EFAST

    By Cynchbeast,
    • 3 replies
    • 795 views

  14. Professional Associations

    By Lucky32,
    • 5 replies
    • 1.4k views

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

    By DMincevich,
    • 3 replies
    • 1.6k views

  16. Have never run into this in 30 years

    By Dougsbpc,
    • 6 replies
    • 1.1k views

  17. Retaining required forms in hard copy

    By Belgarath,
    • 0 replies
    • 295 views

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

    By Jakyasar,
    • 5 replies
    • 596 views

  19. Fidelity Investments - Contact Info

    By 415 Limit,
    • 4 replies
    • 9.7k views

  20. Helping Client Choose ERISA Bond Coverage

    By Basically,
    • 6 replies
    • 1.3k views

  21. Key/top heavy

    By Belgarath,
    • 2 replies
    • 504 views

  22. Correction on Missed Deferrals

    By CTCKOH,
    • 3 replies
    • 1k views

  23. E-File authorizations for DFVC filings

    By Cynchbeast,
    • 3 replies
    • 752 views

  24. Successor plan technicality

    By Bri,
    • 2 replies
    • 502 views

  25. To Amend or Not to Amend

    By thepensionmaven,
    • 4 replies
    • 736 views

  26. Can the attorney fee be paid after rollover

    By Jakyasar,
    • 1 reply
    • 645 views

  27. PS correction not counting towards annual addition?

    By AlbanyConsultant,
    • 1 reply
    • 638 views

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

    By Peter Gulia,
    • 6 replies
    • 1k views

  29. Excluding part-time hourly employees

    By truphao,
    • 10 replies
    • 3k views

  30. SECURE 2.0 RMD EXCISE TAX

    By JJP04262017,
    • 1 reply
    • 550 views

  31. "Unenrolled Participant" Annual Reminder Notice

    By Belgarath,
    • 13 replies
    • 2.2k views

  32. The 1099 Employee question...

    By Basically,
    • 6 replies
    • 1.5k views

  33. non-union pay for union employees?

    By AlbanyConsultant,
    • 6 replies
    • 2.6k views

  34. Name of the Investor on K-1

    By thepensionmaven,
    • 24 replies
    • 1.3k views

  35. LTPT question

    By pmacduff,
    • 2 replies
    • 904 views

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

    By Jakyasar,
    • 3 replies
    • 514 views

  37. Paying plan fees with plan assets

    By SSRRS,
    • 4 replies
    • 1.1k views

  38. Combo plan deduction issues

    By Jakyasar,
    • 2 replies
    • 474 views

  39. Ineligible Assets - Audit Info

    By RestAssured,
    • 2 replies
    • 434 views

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

    By Pensions2020,
    • 6 replies
    • 1.4k views

  41. Interesting eligibility question

    By Belgarath,
    • 8 replies
    • 1.2k views

  42. Spouse is Non-US citizen

    By Santo Gold,
    • 3 replies
    • 1.8k views

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

    By KaJay,
    • 0 replies
    • 413 views

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

    By Jeff Kirtner,
    • 0 replies
    • 481 views

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

    By Peter Gulia,
    • 6 replies
    • 1.1k views

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

    By HCE,
    • 4 replies
    • 1.5k views

  47. VCP Submission Backlog? 11 months and counting?

    By Jaeded,
    • 2 replies
    • 818 views

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

    By RayJJohnsonJr,
    • 3 replies
    • 715 views

  49. Contribution funding and tax return extensions

    By JPIngold,
    • 9 replies
    • 5.2k views

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

    By Peter Gulia,   
    • 6 replies
    • 974 views
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