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Retirement Plans in General

5,751 topics in this forum

  1. Transamerica to Require Use of TPAs for New Retirement Plan Business with Less Than $3M in Assets

    By Dave Baker,
    • 0 replies
    • 718 views

  2. Privatizations and Pensions

    By Guest Southern FA,
    • 0 replies
    • 717 views
    • Guest
    • Guest

  3. different allocation by location... if it's not in the plan document

    By AlbanyConsultant,
    • 2 replies
    • 715 views

  4. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath,
    • 1 reply
    • 714 views

  5. 5500SF related

    By Jakyasar,
    • 2 replies
    • 714 views

  6. Any controlled group issues?

    By Jakyasar,
    • 5 replies
    • 714 views

  7. More on excluded classes

    By Cynchbeast,
    • 1 reply
    • 714 views

  8. Trustees for self directed brokerage accounts

    By AKconsult,
    • 0 replies
    • 714 views

  9. Does a first year plan with 200 participants need an audit --

    By CharlesLeggette,
    • 1 reply
    • 714 views

  10. Affliiated Service Group question

    By cpc0506,
    • 1 reply
    • 714 views

  11. Who can be a Sponsoring Organization?

    By katieinny,   
    • 0 replies
    • 713 views

  12. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller,
    • 2 replies
    • 712 views

  13. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 712 views

  14. Terminating plan with J&S - missing participants

    By LMD1,
    • 2 replies
    • 712 views

  15. Should form SF be filed after divorce with a owner and spouse plan?

    By CKocher,
    • 5 replies
    • 712 views

  16. RMD tables - can I pick which one?

    By Jakyasar,
    • 2 replies
    • 711 views

  17. Eligible for Distribution due to change in controlled group membership?

    By jmartin,
    • 0 replies
    • 711 views

  18. IRS Appeals Mediation

    By SadieJane,
    • 1 reply
    • 711 views

  19. Corporation Versus Partnership Ownership

    By ETA Consulting LLC,
    • 4 replies
    • 711 views

  20. Age on Uniform Lifetime Table for RMD

    By Pension RC,
    • 2 replies
    • 710 views

  21. participant terminates and rolls account before all contributions were made to her account

    By mariemonroe,
    • 3 replies
    • 709 views

  22. Nonprofit Contribution

    By nancy,
    • 5 replies
    • 708 views

  23. 2019 COLAs Released by IRS

    By Lois Baker,
    • 3 replies
    • 707 views

  24. RMD start date

    By Cynchbeast,
    • 2 replies
    • 707 views

  25. H-1 visa employee with US income

    By Jakyasar,
    • 1 reply
    • 707 views

  26. Another Question for Multiple Employer Plans - to go along with earlier post

    By HarleyBabe,
    • 0 replies
    • 705 views

  27. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 705 views

  28. Eligibility for furloughed employees due to Covid

    By Belgarath,
    • 6 replies
    • 705 views

  29. Constructive Ownership/Spousal attribution

    By TPApril,
    • 3 replies
    • 704 views

  30. Phased Retirement Plan - Employer Discretion

    By Carol V. Calhoun,
    • 2 replies
    • 704 views

  31. Government plan language

    By Belgarath,
    • 5 replies
    • 704 views

  32. Sections 267 & related entities

    By shERPA,
    • 1 reply
    • 703 views

  33. Local church or National Association the employer of the minsiter

    By R. Butler,
    • 1 reply
    • 702 views

  34. Am I controlled group for setting up 2 separate plans?

    By Jakyasar,
    • 2 replies
    • 701 views

  35. Split Dollar arrangements and 401(k)

    By Belgarath,
    • 0 replies
    • 701 views

  36. MEP - Testing question - 1st year with NHCE in participating employer

    By Megandps,
    • 1 reply
    • 701 views
    • Bri
    • Bri

  37. Document errors

    By Cynchbeast,
    • 2 replies
    • 701 views

  38. Boring question on Workmen's Compensation & Employee Status

    By Craig Schiller,
    • 0 replies
    • 699 views

  39. Top Paid 25 HCE by marriage?

    By JButtrick,
    • 0 replies
    • 699 views

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

    By Jakyasar,
    • 5 replies
    • 698 views

  41. Additional employer adopting after the year end and deduction issues

    By Jakyasar,
    • 2 replies
    • 698 views

  42. Benchmark Earnings Rate for Micro Plan with Trustee Making Investment Decsions

    By Oh so SIMPLE,
    • 0 replies
    • 697 views

  43. K1 with outside W2

    By ombskid,
    • 5 replies
    • 697 views

  44. 2 Plans of same Employer - one SH and one Not

    By cpc0506,
    • 4 replies
    • 696 views

  45. 5500EZ and IRS agent

    By SoCalActuary,   
    • 3 replies
    • 696 views

  46. davis bacon plan but without the davis bacon wages

    By Santo Gold,
    • 1 reply
    • 696 views

  47. New Form 1065 K-1 split box 4

    By Earl,
    • 1 reply
    • 695 views

  48. Different Distribution Options for Differently Invested Money?

    By ERISA-Bubs,
    • 0 replies
    • 693 views

  49. Filing Deadline

    By Cynchbeast,
    • 1 reply
    • 693 views

  50. First wives club

    By lori.neal14@gmail.com,
    • 1 reply
    • 692 views
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