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Retirement Plans in General

5,801 topics in this forum

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

    By Peter Gulia,
    • 6 replies
    • 1k views

  2. Trust accounting for a pooled plan

    By Bird,
    • 6 replies
    • 1.6k views

  3. Retroactive Change to Plan Year

    By Below Ground,
    • 10 replies
    • 1.8k views
    • Bri
    • Bri

  4. TPA Sample Forms

    By AmyETPA,
    • 1 reply
    • 619 views

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

    By Belgarath,
    • 0 replies
    • 585 views

  6. Pension calculation for two Schedule C's

    By Vinny,
    • 13 replies
    • 2.7k views

  7. Split plan to avoid audit

    By bzorc,
    • 3 replies
    • 1.4k views

  8. Is schedule F equal to schedule C

    By Jakyasar,
    • 5 replies
    • 1.4k views

  9. SEPs

    By TD,
    • 1 reply
    • 649 views

  10. Late Filing Penalty for Late Deposit Form 5330

    By jw721,
    • 2 replies
    • 2.9k views

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

    By Jakyasar,
    • 5 replies
    • 769 views

  12. ASG and HCE

    By cathyw,
    • 3 replies
    • 808 views

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

    By justanotheradmin,
    • 7 replies
    • 2.3k views

  14. Foreign government entity as sponsor?

    By stainedglass80,
    • 4 replies
    • 1.3k views

  15. Lifetime Income Illustration

    By ASFESQ,
    • 0 replies
    • 343 views

  16. Collective Bargaining Agreement and Lump-Sum Contribution?

    By mal,
    • 0 replies
    • 656 views
    • mal
    • mal

  17. QRP - qualified replacement plan related

    By Jakyasar,
    • 1 reply
    • 730 views

  18. non deductible contribution added to 401k

    By thepensionmaven,
    • 3 replies
    • 1k views

  19. IRS Notice CP216F

    By Jakyasar,
    • 9 replies
    • 1.4k views

  20. 60 days from Business account?

    By SSRRS,
    • 7 replies
    • 1k views

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

    By 401kSteve,
    • 7 replies
    • 2.5k views

  22. ESOP shares

    By Bird,
    • 14 replies
    • 2.4k views

  23. 5500EZ/bonding/LLC

    By Draper55,
    • 1 reply
    • 714 views

  24. RMD from plan with both platform and pooled funds

    By pmacduff,
    • 6 replies
    • 999 views

  25. Brother Sister Company and Family Attribution Rules

    By Ananda,
    • 3 replies
    • 1.9k views

  26. When eligible becomes ineligible?

    By dougmal,
    • 10 replies
    • 2.6k views

  27. Top Heavy

    By Sully,
    • 6 replies
    • 1.8k views

  28. SIMPLE IRA

    By Jeannine,
    • 2 replies
    • 774 views

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

    By Peter Gulia,   
    • 2 replies
    • 749 views

  30. In-Plan Roth Conversion of Employer SH Match

    By 401kSteve,
    • 3 replies
    • 2.7k views

  31. Plan Termination and SECURE 2.0 Amendments

    By Belgarath,
    • 13 replies
    • 2.7k views

  32. Resititution on Prior Year Prevailing Wage Job

    By 401kSteve,
    • 1 reply
    • 668 views

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

    By metsfan026,
    • 6 replies
    • 1.3k views

  34. 945 withholding

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  35. SHM True Up

    By 401kSteve,
    • 1 reply
    • 726 views

  36. What distribution fee should a plan charge for an early-out withdrawal?

    By Peter Gulia,
    • 7 replies
    • 1.9k views

  37. Plan Entry Date Question

    By BG5150,
    • 2 replies
    • 762 views

  38. Attribution/Controlled Group Clarification

    By Lucky32,
    • 3 replies
    • 1.3k views

  39. Income determination - multiple schedule c's

    By Jakyasar,
    • 8 replies
    • 1.6k views

  40. How do you check whether a beneficiary designation is real or a forgery?

    By Peter Gulia,
    • 15 replies
    • 6.5k views

  41. LTPT rules under Secure 2.0

    By BG5150,
    • 20 replies
    • 2.9k views

  42. Is the amendment considered to be dated even if date is missing - Docusign

    By Jakyasar,
    • 7 replies
    • 3.4k views

  43. Ethical Dilemma

    By Below Ground,
    • 9 replies
    • 1.5k views

  44. HCE and/or ownership determination

    By pmacduff,
    • 3 replies
    • 1.7k views

  45. Husband and Wife Controlled Group

    By Dougsbpc,
    • 6 replies
    • 3.1k views

  46. Missed Profit Sharing Contribution and Calculations

    By 401kAllTheWay,
    • 1 reply
    • 1.1k views
    • Bri
    • Bri

  47. What type of retirement plan can be set up?

    By Jeannine,
    • 2 replies
    • 1.3k views

  48. Plan design question

    By arthurkagan,
    • 8 replies
    • 1.9k views

  49. New Form W-4P and Flat Dollar/Percentage Withholding

    By mal,
    • 0 replies
    • 1.2k views
    • mal
    • mal

  50. Do we need to know NOW whether a plan allows a qualified disaster recovery distribution?

    By Peter Gulia,
    • 1 reply
    • 828 views
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