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Retirement Plans in General

5,772 topics in this forum

  1. Terminated Clients and Records

    By Susan S.,
    • 4 replies
    • 2.1k views

  2. Terminated DC plans and Lost Participants

    By david shipp,
    • 0 replies
    • 975 views

  3. Terminated Employee in DC plan - 410(b)

    By cohendrake,   
    • 4 replies
    • 1.4k views

  4. Terminated participant fees

    By Belgarath,
    • 16 replies
    • 1.5k views

  5. Terminated Participant to pass 401(a)(4)- Vesting?

    By mefrancis1729,   
    • 3 replies
    • 1.9k views

  6. Terminated plan - money remaining

    By Cynchbeast,
    • 11 replies
    • 2.2k views

  7. Terminated plan, ER doesnt want to pay for 5500

    By BG5150,
    • 5 replies
    • 1.9k views

  8. Terminated PSP, sole trustee passed away years ago

    By thepensionmaven,
    • 6 replies
    • 1.6k views
    • Bird
    • Bird

  9. Terminated, severance through 12/31.

    By K-t-F,
    • 3 replies
    • 945 views

  10. Terminating a participant so they can take a distribution

    By Chippy,
    • 10 replies
    • 1.5k views
    • GMK
    • GMK

  11. terminating a PS plan to start a 401k

    By Santo Gold,
    • 8 replies
    • 1.3k views

  12. Terminating a retirement plan; what must one do?

    By Guest Enda80,
    • 2 replies
    • 862 views

  13. Terminating a ROBS

    By AKconsult,
    • 17 replies
    • 8.7k views

  14. Terminating an old Profit sharing plan

    By rfahey,
    • 1 reply
    • 930 views

  15. terminating and then starting a new plan

    By Santo Gold,
    • 5 replies
    • 975 views

  16. Terminating DC Plan

    By Guest Jim Brennan,
    • 1 reply
    • 1.9k views

  17. Terminating participating employer of a PEP plan - spin-off required?

    By MrsMacias,
    • 5 replies
    • 3k views

  18. Terminating plan with J&S - missing participants

    By LMD1,
    • 2 replies
    • 726 views

  19. Terminating plan with outstanding check

    By Cynchbeast,
    • 1 reply
    • 900 views

  20. Terminating Plans-IRA Mandatory Rollover Amendments

    By JAY21,
    • 3 replies
    • 1.5k views

  21. Terminating Profit Sharing Plan

    By thepensionmaven,
    • 3 replies
    • 913 views

  22. Termination date

    By Guest JPIngold,
    • 2 replies
    • 1.1k views
    • GMK
    • GMK

  23. Termination date when participant receives severence pay.

    By Guest SPOT,
    • 5 replies
    • 1.7k views

  24. Termination of a Nonqualfied Retirement Plan...Must you fully vest?

    By Guest PALAWYER,
    • 1 reply
    • 1.5k views

  25. Termination of an Abandoned Plan by a third-party bank as custodian???

    By Guest RMM,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  26. Termination of Employment for Self-employed Owners

    By Alonzo Church,
    • 5 replies
    • 1.7k views

  27. Termination of IRS Audit Assessment: Form 872T?

    By Tax Cowboy,   
    • 1 reply
    • 878 views

  28. Termination of Profit Sharing Plan

    By Guest JSinbad,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  29. Termination of services fee from plan assets

    By Bird,
    • 3 replies
    • 2.9k views

  30. Termination prior to NRA

    By Guest LoloV,
    • 1 reply
    • 1.6k views

  31. Terminee Distributions from Annual Valuated Plans

    By Gadgetfreak,
    • 13 replies
    • 1.4k views

  32. testing

    By Guest lskin,
    • 9 replies
    • 1.9k views

  33. testing 2 profit sharing allocations in the same plan

    By Santo Gold,
    • 7 replies
    • 2.5k views

  34. Testing age

    By Jakyasar,
    • 1 reply
    • 581 views

  35. Testing for combo plans - fiscal year

    By Jakyasar,
    • 4 replies
    • 704 views

  36. testing for plan with only vested terminees

    By PensionNewbee,
    • 1 reply
    • 956 views

  37. Testing of 15 Separate Plans in a Controlled Group

    By Flyboyjohn,
    • 10 replies
    • 3.5k views

  38. Texas Municipal Retirement System

    By Guest rodneymm,
    • 4 replies
    • 2.2k views
    • Dan
    • Dan

  39. Text of 60-Day Extension of Applicability Date for Final DOL Fiduciary Rule and Related Class Exemptions

    By Dave Baker,
    • 0 replies
    • 434 views

  40. TH - Related Rollovers

    By JackS,
    • 8 replies
    • 2.5k views

  41. TH contributions in a SH match plan

    By Bird,
    • 8 replies
    • 771 views

  42. TH Test Balance question

    By BG5150,
    • 6 replies
    • 536 views

  43. That a retirement plan required no spouse's consent for a distribution before the participant's death meant a surviving spouse gets no portion of a $2.7 million benefit.

    By Peter Gulia,   
    • 48 replies
    • 5.5k views

  44. The "Qualified Business Income" deduction

    By Belgarath,
    • 3 replies
    • 931 views

  45. The 1099 Employee question...

    By Basically,
    • 6 replies
    • 1.3k views

  46. The check for 2023 contribution is returned to the client by RK

    By Jakyasar,
    • 6 replies
    • 2.5k views

  47. the compromise pension bill and vesting

    By Tom Poje,
    • 1 reply
    • 1.6k views

  48. The Cycle 3 restatement deadline for DC plans was July 31, 2022. That was a Sunday.

    By David Peckham,
    • 5 replies
    • 1.1k views

  49. The definition of plan compensation.

    By Lori H,
    • 3 replies
    • 1.9k views

  50. The High Price of Bondage

    By mming,
    • 8 replies
    • 2k views
    • SMB
    • SMB
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