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Retirement Plans in General

5,816 topics in this forum

  1. LTPT question

    By pmacduff,
    • 2 replies
    • 948 views

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

    By Jakyasar,
    • 3 replies
    • 578 views

  3. Paying plan fees with plan assets

    By SSRRS,
    • 4 replies
    • 1.2k views

  4. Combo plan deduction issues

    By Jakyasar,
    • 2 replies
    • 524 views

  5. Ineligible Assets - Audit Info

    By RestAssured,
    • 2 replies
    • 469 views

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

    By Pensions2020,
    • 6 replies
    • 1.6k views

  7. Interesting eligibility question

    By Belgarath,
    • 8 replies
    • 1.3k views

  8. Spouse is Non-US citizen

    By Santo Gold,
    • 3 replies
    • 2.1k views

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

    By KaJay,
    • 0 replies
    • 447 views

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

    By Jeff Kirtner,
    • 0 replies
    • 518 views

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

    By Peter Gulia,
    • 6 replies
    • 1.3k views

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

    By HCE,
    • 4 replies
    • 1.7k views

  13. VCP Submission Backlog? 11 months and counting?

    By Jaeded,
    • 2 replies
    • 866 views

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

    By RayJJohnsonJr,
    • 3 replies
    • 754 views

  15. Contribution funding and tax return extensions

    By JPIngold,
    • 9 replies
    • 6k views

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

    By Peter Gulia,   
    • 6 replies
    • 1k views

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

    By Peter Gulia,
    • 6 replies
    • 1.1k views

  18. Trust accounting for a pooled plan

    By Bird,
    • 6 replies
    • 1.7k views

  19. Retroactive Change to Plan Year

    By Below Ground,
    • 10 replies
    • 2k views
    • Bri
    • Bri

  20. TPA Sample Forms

    By AmyETPA,
    • 1 reply
    • 680 views

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

    By Belgarath,
    • 0 replies
    • 631 views

  22. Pension calculation for two Schedule C's

    By Vinny,
    • 13 replies
    • 2.9k views

  23. Split plan to avoid audit

    By bzorc,
    • 3 replies
    • 1.5k views

  24. Is schedule F equal to schedule C

    By Jakyasar,
    • 5 replies
    • 1.6k views

  25. SEPs

    By TD,
    • 1 reply
    • 696 views

  26. Late Filing Penalty for Late Deposit Form 5330

    By jw721,
    • 2 replies
    • 3.1k views

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

    By Jakyasar,
    • 5 replies
    • 869 views

  28. ASG and HCE

    By cathyw,
    • 3 replies
    • 864 views

  29. Form 5500 Counts - participants w/o balances don't count towards large filer and audit status

    By justanotheradmin,
    • 7 replies
    • 2.6k views

  30. Foreign government entity as sponsor?

    By stainedglass80,
    • 4 replies
    • 1.5k views

  31. Lifetime Income Illustration

    By ASFESQ,
    • 0 replies
    • 373 views

  32. Collective Bargaining Agreement and Lump-Sum Contribution?

    By mal,
    • 0 replies
    • 711 views
    • mal
    • mal

  33. QRP - qualified replacement plan related

    By Jakyasar,
    • 1 reply
    • 776 views

  34. non deductible contribution added to 401k

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  35. IRS Notice CP216F

    By Jakyasar,
    • 9 replies
    • 1.6k views

  36. 60 days from Business account?

    By SSRRS,
    • 7 replies
    • 1.1k views

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

    By 401kSteve,
    • 7 replies
    • 2.7k views

  38. ESOP shares

    By Bird,
    • 14 replies
    • 2.6k views

  39. 5500EZ/bonding/LLC

    By Draper55,
    • 1 reply
    • 753 views

  40. RMD from plan with both platform and pooled funds

    By pmacduff,
    • 6 replies
    • 1.1k views

  41. Brother Sister Company and Family Attribution Rules

    By Ananda,
    • 3 replies
    • 2.1k views

  42. When eligible becomes ineligible?

    By dougmal,
    • 10 replies
    • 2.8k views

  43. Top Heavy

    By Sully,
    • 6 replies
    • 1.9k views

  44. SIMPLE IRA

    By Jeannine,
    • 2 replies
    • 816 views

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

    By Peter Gulia,   
    • 2 replies
    • 796 views

  46. In-Plan Roth Conversion of Employer SH Match

    By 401kSteve,
    • 3 replies
    • 2.9k views

  47. Plan Termination and SECURE 2.0 Amendments

    By Belgarath,
    • 13 replies
    • 3k views

  48. Resititution on Prior Year Prevailing Wage Job

    By 401kSteve,
    • 1 reply
    • 748 views

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

    By metsfan026,
    • 6 replies
    • 1.5k views

  50. 945 withholding

    By thepensionmaven,
    • 3 replies
    • 1.2k views
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