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Retirement Plans in General

5,751 topics in this forum

  1. Does a plan pay on a small-estate affidavit?

    By Peter Gulia,   
    • 19 replies
    • 4.7k views

  2. Frozen Profit Sharing Plan

    By Catch22PGM,   
    • 7 replies
    • 1.5k views

  3. 410b Failure... huh?

    By Basically,
    • 5 replies
    • 1k views

  4. Is today the SAR due date?

    By Bri,
    • 3 replies
    • 914 views

  5. Is it common for a plan to require a beneficiary designation in whole percentages?

    By Peter Gulia,
    • 26 replies
    • 5.3k views

  6. Closing 1 corp, starting new one - same ret plan?

    By TPApril,
    • 4 replies
    • 950 views

  7. Can I have a closed MEP inside an open MEP?

    By BG5150,
    • 2 replies
    • 577 views

  8. TPG question--applies to HSA, too?

    By BG5150,
    • 4 replies
    • 1.1k views

  9. Amendment extensions for CARES/SECURE

    By Belgarath,
    • 22 replies
    • 1.6k views

  10. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  11. Guide to In-Plan Roth Conversions

    By AJC,
    • 4 replies
    • 1.2k views
    • Bri
    • Bri

  12. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols,
    • 5 replies
    • 1.1k views

  13. Participant fee disclosures in SPD

    By Bird,
    • 4 replies
    • 1.1k views
    • Bird
    • Bird

  14. PBGC covered or not

    By Jakyasar,
    • 15 replies
    • 2.4k views

  15. Multiple CGs in one plan--how to test

    By BG5150,
    • 1 reply
    • 559 views

  16. Bonuses PAID in 2023 on a 2022 W-2?

    By Belgarath,
    • 18 replies
    • 9.3k views

  17. New Jersey Deductible Contributions

    By FT Retire,
    • 3 replies
    • 785 views
    • joel
    • joel

  18. 5500SF related

    By Jakyasar,
    • 2 replies
    • 714 views

  19. 25% of eligible compensation deductible limit

    By dmb,
    • 12 replies
    • 3.8k views

  20. Contingent beneficiary question

    By BG5150,
    • 29 replies
    • 3.4k views

  21. Sole prop solo 401k start up; EIN required or SSN allowed

    By Santo Gold,
    • 2 replies
    • 764 views

  22. Corporate resolution dating

    By Belgarath,
    • 4 replies
    • 1.4k views

  23. Is this plan covered by PBGC?

    By Jakyasar,
    • 4 replies
    • 629 views
    • Bri
    • Bri

  24. No Plan Assets in 2020 - CARES Act Amendment still required?

    By L. S.,
    • 5 replies
    • 551 views

  25. Are these related entities?

    By cathyw,
    • 8 replies
    • 902 views

  26. Erisapedia webcast yesterday on CARES/SECURE Amendments

    By Belgarath,
    • 5 replies
    • 559 views

  27. Controlled Group - Two Plans to Avoid Audit and Permissive Aggregation Question

    By Will.I.Am,
    • 2 replies
    • 755 views

  28. Deposit made before plan adopted

    By Jakyasar,
    • 26 replies
    • 1.8k views

  29. Vesting error by Plan administrator - they want money returned

    By MJR,
    • 8 replies
    • 1.6k views

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

    By Peter Gulia,
    • 2 replies
    • 660 views

  31. Getting back a small overpayment that shouldn't have been deposited in the first place

    By AlbanyConsultant,
    • 17 replies
    • 1.7k views

  32. RMD calculation for DC plan that is terminating

    By Jakyasar,
    • 7 replies
    • 890 views

  33. Top Heavy Failing

    By Basically,
    • 7 replies
    • 875 views

  34. Disability Pay on a W-2 by the insurance company?

    By Belgarath,
    • 5 replies
    • 3.8k views

  35. Affiliated Service Group?

    By waid10,
    • 8 replies
    • 1.6k views

  36. Cycle 3 deadline - Trust Agreement

    By Tom,
    • 5 replies
    • 866 views

  37. Keeping fiduciary insurance policy (because of QRP) after selling or closing a business

    By AJC,
    • 3 replies
    • 765 views

  38. Cross Tested Plan Deposits -- Testing Each Deposit

    By AlbanyConsultant,
    • 12 replies
    • 1.2k views

  39. New W-4P for pension systems grace period - any other issues?

    By Ryan,
    • 0 replies
    • 413 views

  40. Lifetime income illustrations - pooled plans

    By Belgarath,
    • 5 replies
    • 983 views

  41. Compensation - K-1 - Real Estate Income

    By ldr,
    • 7 replies
    • 972 views

  42. Lifetime income illustrations

    By Belgarath,
    • 2 replies
    • 598 views

  43. PS Plan - Partial termination determination - general question

    By Jakyasar,
    • 9 replies
    • 1k views

  44. Compensation Paid In Advance

    By EPCRSGuru,
    • 3 replies
    • 907 views

  45. 415 exceeded

    By 52626,
    • 4 replies
    • 1.4k views

  46. Should you always get a tax identification number for a retirement plan?

    By Will.I.Am,
    • 5 replies
    • 2.7k views

  47. Who signs a Plan Doc when multiple owners are not all Ind. Trustees?

    By TPApril,
    • 2 replies
    • 764 views

  48. DB/DC terminating during the year

    By Jakyasar,
    • 6 replies
    • 1.2k views

  49. defining statutory exclusions

    By Bri,
    • 1 reply
    • 565 views

  50. Changing plan name associated with EIN

    By Bird,
    • 3 replies
    • 719 views
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