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Retirement Plans in General

5,751 topics in this forum

  1. Who's the employer?

    By gregburst,
    • 0 replies
    • 968 views

  2. whole life insurance

    By eilano,
    • 4 replies
    • 1.5k views

  3. Whole life insurance - fee disclosure

    By AlbanyConsultant,
    • 1 reply
    • 912 views

  4. Whose employee is this, whose 401k plan is this?

    By Santo Gold,
    • 3 replies
    • 1.2k views

  5. Why are participants allowed (encouraged?) to remove their "retir

    By Guest Ray Williams,
    • 10 replies
    • 2.4k views

  6. Why does my husband want me to sign another paper allowing other peopl

    By Guest Diane,
    • 3 replies
    • 2.7k views

  7. Why does the IRS insist upon pain of sanction that one may not maintain a model SEP alongside another retirement plan?

    By Guest Enda80,
    • 4 replies
    • 1.9k views

  8. Why Is It So Hard to Find Administrators

    By ERISA1,
    • 6 replies
    • 1.9k views

  9. Why should retirement plans be organized around employers?

    By Peter Gulia,
    • 15 replies
    • 1.5k views

  10. Widowed spouse does not want to be the beneficiary

    By BG5150,
    • 12 replies
    • 1.5k views

  11. Will 2025 end without legislation about retirement plans?

    By Peter Gulia,
    • 1 reply
    • 3.7k views

  12. Will Congress give us a 2024 Christmas present?

    By Peter Gulia,
    • 1 reply
    • 496 views

  13. Will freeze of MPPP cause full vesting?

    By chris,
    • 1 reply
    • 1.4k views

  14. Will income tax changes kill retirement plan tax advantage?

    By Flyboyjohn,
    • 2 replies
    • 440 views

  15. Will self-correction almost entirely replace the IRS’s Voluntary Correction Program?

    By Peter Gulia,
    • 6 replies
    • 1.2k views

  16. Will the $ limit increase to $35,000 next year?

    By AndyH,
    • 3 replies
    • 1.6k views

  17. Will the Consolidated Appropriations Act, 2021 bill be enacted?

    By Peter Gulia,
    • 7 replies
    • 1k views

  18. Will This Fly?

    By DP,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  19. Windsor Decision & Rev. Ruling 2013-17

    By Belgarath,   
    • 6 replies
    • 1.2k views

  20. With a transfer of a plan’s assets and liabilities, does the transferor employer risk anything?

    By Peter Gulia,
    • 5 replies
    • 740 views

  21. Withdrawal of IRA rollover from profit sharing plan

    By Guest moosegirl,
    • 3 replies
    • 1.2k views

  22. Withdrawn Regulations

    By smm,
    • 3 replies
    • 1.3k views

  23. Withholding at option of participant allowed?

    By Belgarath,
    • 13 replies
    • 2.9k views

  24. Withholding on Distributions to Qualified Trusts

    By BeccaERISA,   
    • 0 replies
    • 867 views

  25. Withholding rules for Canadian's annuity directly deposited to US banking institution

    By KaJay,
    • 2 replies
    • 636 views

  26. Witholding 20% on "small" lump sum distribution.

    By Moe Howard,
    • 3 replies
    • 1.6k views

  27. Work Release Inmates Eligible to participate

    By Guest Boots,
    • 3 replies
    • 3.2k views
    • Guest
    • Guest

  28. Worker cooperatives

    By Belgarath,
    • 0 replies
    • 732 views

  29. Workers Compensation and Vesting

    By Guest amboyd,
    • 4 replies
    • 5.1k views
    • Guest
    • Guest

  30. Working for a municipality, can an employee have a 457 TSA and also a

    By Guest Curtis L. Walsh,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  31. Worthless Assets.... can they be donated?

    By K-t-F,
    • 3 replies
    • 869 views
    • JOH
    • JOH

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

    By Peter Gulia,   
    • 6 replies
    • 852 views

  33. Would a March 8 government shutdown affect your work?

    By Peter Gulia,
    • 2 replies
    • 594 views

  34. Would it be a significant advantage for the key employee/owner of a sm

    By Guest EBC,
    • 7 replies
    • 2.1k views
    • Guest
    • Guest

  35. Would rollover from conduit IRA delay required minimum distribution?

    By Guest SSCARO,
    • 3 replies
    • 2.1k views

  36. would they have an interest in assisting their clients in removing the

    By Guest lawallach,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  37. Wrong EIN for plan sponsor

    By Cynchbeast,
    • 0 replies
    • 810 views

  38. Wrong EIN on 5500 filing - how to correct

    By ldr,
    • 2 replies
    • 1.5k views
    • ldr
    • ldr

  39. wrong ein used

    By abanky,
    • 3 replies
    • 1.4k views

  40. Wrong Form 5500

    By randy,
    • 2 replies
    • 1.3k views

  41. Year End Checklist

    By R. Butler,
    • 2 replies
    • 1.6k views

  42. Year of service

    By Guest mparker2028,
    • 24 replies
    • 5.6k views

  43. Year of Service and Part-time Participants

    By Guest jgordon,
    • 2 replies
    • 1.2k views

  44. Year of Service definition

    By Guest mpark,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  45. Years of Service for allocation purposes

    By Gudgergirl,
    • 2 replies
    • 1k views
    • Bird
    • Bird

  46. Years of Service for Amended Vesting Schedule; Periods of Service Seem Barred for the Metric of Service Provided to Allow Participants to Retain the Antecedent Schedule

    By Kent Allard,   
    • 1 reply
    • 3.3k views

  47. Yet another good old "mistake of fact" question

    By Belgarath,
    • 4 replies
    • 1k views

  48. Yet another IRS screw-up - this time with a 5330

    By Belgarath,
    • 7 replies
    • 1.2k views

  49. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath,
    • 2 replies
    • 623 views

  50. Yet another Self-Employment Issue

    By Laura Harrington,
    • 4 replies
    • 1k views
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