Retirement Plans in General

5,751 topics in this forum

1. Adding 1099 contractors to plan

   By Bird, August 30, 2017
   • 3 replies
   • 666 views
   • 
   • Bird
   • September 1, 2017

2. Solo 401k, never filed 5500

   By Jakyasar, September 12, 2023
   • 2 replies
   • 665 views
   • 
   • Jakyasar
   • September 12, 2023

3. compensation issue

   By Scuba 401, May 29, 2019
   • 1 reply
   • 664 views
   • 
   • Scuba 401
   • May 30, 2019

4. Catch-up contribution in a 401a plan

   By Sue, March 19, 2020
   • 1 reply
   • 663 views
   • 
   • Mike Preston
   • March 19, 2020

5. Benefit Statements and Reasonable Charge

   By Zorro1k, March 11, 2016   

   • Benefit statement
   • charge
   • 0 replies
   • 660 views
   • 
   • Zorro1k
   • March 11, 2016

6. When is receipt of a W-9 necessary?

   By KaJay, January 17, 2019
   • 1 reply
   • 660 views
   • 
   • Luke Bailey
   • January 18, 2019

7. If a company had only one owner-operator, who administers its retirement plan after her death?

   By Peter Gulia, August 19, 2022
   • 2 replies
   • 660 views
   • 
   • Peter Gulia
   • August 19, 2022

8. ISA Party-in-Interest ?

   By lupacexi, October 20, 2017
   • 2 replies
   • 659 views
   • 
   • david rigby
   • October 20, 2017

9. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

   By Paul I, December 22, 2023
   • 1 reply
   • 659 views
   • 
   • RatherBeGolfing
   • December 23, 2023

10. Elective service crediting

    By Scuba 401, January 20, 2017
    • 0 replies
    • 659 views
    • 
    • Scuba 401
    • January 20, 2017

11. Benefits Reading - Best Places to Go

    By Madison71, October 4, 2017
    • 5 replies
    • 659 views
    • 
    • Lois Baker
    • October 10, 2017

12. Good contact # at DOL? (ERISA bonding question)

    By IhrtERISA, July 18, 2016
    • 4 replies
    • 658 views
    • 
    • hr for me
    • July 19, 2016

13. Am I included in 2023 testing and gateway

    By Jakyasar, January 25, 2024
    • 5 replies
    • 658 views
    • 
    • Bird
    • January 29, 2024

14. Correcting plan name

    By Cynchbeast, February 25, 2020
    • 6 replies
    • 657 views
    • 
    • Larry Starr
    • February 25, 2020

15. Health Savings Account - 415 Compensation

    By ErisaGooroo, June 26, 2017
    • 0 replies
    • 657 views
    • 
    • ErisaGooroo
    • June 26, 2017

16. communicating company profits

    By Monica Barnard, April 18, 2016
    • 3 replies
    • 656 views
    • 
    • ESOP Guy
    • April 18, 2016

17. mutual fund investments in plans

    By Scuba 401, November 8, 2016
    • 5 replies
    • 656 views
    • 
    • Peter Gulia
    • November 8, 2016

18. Massachusetts Schools Pension Plan for non teacher employees

    By Egold, April 6, 2022
    • 2 replies
    • 656 views
    • 
    • Peter Gulia
    • April 6, 2022

19. To Amend or Not to Amend

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

20. Leased Employees from within a controlled group

    By Nate S, April 22, 2022
    • 3 replies
    • 654 views
    • 
    • CuseFan
    • April 25, 2022

21. Not a controlled group - not an ASG - how to define

    By dottie, September 26, 2018
    • 5 replies
    • 654 views
    • 
    • PensionPro
    • September 28, 2018

22. RMD relief

    By RatherBeGolfing, June 23, 2020
    • 0 replies
    • 654 views
    • 
    • RatherBeGolfing
    • June 23, 2020

23. Am I a Partner?

    By rcline46, October 27, 2015
    • 1 reply
    • 653 views
    • 
    • Lou S.
    • October 27, 2015

24. Liability signing on EFAST

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

25. Controlled Group / ASG Question

    By Lucky32, December 10, 2021
    • 2 replies
    • 650 views
    • 
    • Lucky32
    • December 13, 2021

26. SHM True Up

    By 401kSteve, February 10, 2023
    • 1 reply
    • 650 views
    • 
    • Lou S.
    • February 10, 2023

27. Fee "Reasonableness"

    By DMcGovern, July 24, 2012
    • 0 replies
    • 649 views
    • 
    • DMcGovern
    • July 24, 2012

28. IRS inquiry on missing 2018 Form 1096

    By chc93, October 3, 2019
    • 0 replies
    • 649 views
    • 
    • chc93
    • October 3, 2019

29. Who can establish a solo 401(k)?

    By Francis, April 10, 2024
    • 2 replies
    • 648 views
    • 
    • Francis
    • April 10, 2024

30. "Mistake of fact"

    By Belgarath, September 23, 2021
    • 0 replies
    • 648 views
    • 
    • Belgarath
    • September 23, 2021

31. confused about compensation for determining benefits & top heavy

    By Jakyasar, January 29, 2024
    • 2 replies
    • 648 views
    • 
    • CuseFan
    • January 29, 2024

32. ASG - data request?

    By AlbanyConsultant, December 20, 2016
    • 0 replies
    • 647 views
    • 
    • AlbanyConsultant
    • December 20, 2016

33. QSLOB Question

    By calexbraska, July 23, 2018
    • 1 reply
    • 647 views
    • 
    • BG5150
    • July 23, 2018

34. Participant in tax treaty countries

    By Susans, November 6, 2018
    • 1 reply
    • 647 views
    • 
    • Luke Bailey
    • November 7, 2018

35. Risks to Individual Plan in Controlled Group

    By kmhaab, November 7, 2017
    • 4 replies
    • 647 views
    • 
    • kmhaab
    • November 14, 2017

36. One owner, multiple companies - single or multiple employer plan?

    By TPApril, August 5, 2021
    • 1 reply
    • 647 views
    • 
    • C. B. Zeller
    • August 5, 2021

37. Qualified Domestic Relations Order

    By Stacy Woods, November 14, 2022
    • 3 replies
    • 646 views
    • 
    • hr for me
    • November 14, 2022

38. Date for late refunds: process or check date?

    By BG5150, April 19, 2022
    • 2 replies
    • 646 views
    • 
    • Nate S
    • April 21, 2022

39. Real Estate Limited Partnership Investments by retirement plans

    By ldr, October 19, 2017   

    • valuation; trust accounting
    • 10 replies
    • 646 views
    • 
    • My 2 cents
    • October 20, 2017

40. Attribution Rules for Family Limited Partnerships

    By JustMe, August 5, 2020
    • 1 reply
    • 646 views
    • 
    • Luke Bailey
    • August 6, 2020

41. Different eligibility conditions - discriminatory?

    By Santo Gold, February 5, 2021
    • 2 replies
    • 646 views
    • 
    • Bri
    • February 8, 2021

42. 5500EZ/bonding/LLC

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

43. What is the deduction limit for 2021 and also the testing salary?

    By Jakyasar, September 2, 2021
    • 6 replies
    • 643 views
    • 
    • Jakyasar
    • September 4, 2021

44. COVID withdrawal

    By thepensionmaven, March 22, 2022
    • 4 replies
    • 643 views
    • 
    • Lou S.
    • March 24, 2022

45. distributions to non-spouse beneficiaries - is there a time limit?

    By AlbanyConsultant, April 21, 2022
    • 1 reply
    • 642 views
    • 
    • Lou S.
    • April 21, 2022

46. Longevity Annuities

    By Earl, August 26, 2015
    • 0 replies
    • 642 views
    • 
    • Earl
    • August 26, 2015

47. 403(b) and 401(k) Consultants

    By erturner22, February 11, 2016   

    • consultant; retirement
    • 0 replies
    • 641 views
    • 
    • erturner22
    • February 11, 2016

48. EE working on VISA doesn't want to open account

    By Cynchbeast, April 13, 2022
    • 2 replies
    • 640 views
    • 
    • A Shot in the Dark
    • April 13, 2022

49. Need expert QDRO attorney

    By Qdroquery, July 15, 2020
    • 1 reply
    • 640 views
    • 
    • david rigby
    • July 15, 2020

50. Final Rule - PBGC Missing Participants Program

    By Madison71, January 9, 2018
    • 2 replies
    • 640 views
    • 
    • Madison71
    • January 10, 2018