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Retirement Plans in General

5,753 topics in this forum

  1. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols,
    • 5 replies
    • 1.1k views

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

    By BG5150,
    • 1 reply
    • 563 views

  3. Participant fee disclosures in SPD

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

  4. Guide to In-Plan Roth Conversions

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

  5. 5500SF related

    By Jakyasar,
    • 2 replies
    • 715 views

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

    By Belgarath,
    • 18 replies
    • 9.3k views

  7. New Jersey Deductible Contributions

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

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

    By Peter Gulia,
    • 26 replies
    • 5.3k views

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

    By Santo Gold,
    • 2 replies
    • 766 views

  10. Is this plan covered by PBGC?

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

  11. Contingent beneficiary question

    By BG5150,
    • 29 replies
    • 3.5k views

  12. Corporate resolution dating

    By Belgarath,
    • 4 replies
    • 1.4k views

  13. Erisapedia webcast yesterday on CARES/SECURE Amendments

    By Belgarath,
    • 5 replies
    • 560 views

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

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

  15. Are these related entities?

    By cathyw,
    • 8 replies
    • 903 views

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

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

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

    By MJR,
    • 8 replies
    • 1.6k views

  18. Deposit made before plan adopted

    By Jakyasar,
    • 26 replies
    • 1.8k views

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

    By Peter Gulia,
    • 2 replies
    • 662 views

  20. RMD calculation for DC plan that is terminating

    By Jakyasar,
    • 7 replies
    • 895 views

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

    By AlbanyConsultant,
    • 17 replies
    • 1.7k views

  22. Top Heavy Failing

    By Basically,
    • 7 replies
    • 879 views

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

    By Belgarath,
    • 5 replies
    • 3.8k views

  24. Affiliated Service Group?

    By waid10,
    • 8 replies
    • 1.6k views

  25. Cycle 3 deadline - Trust Agreement

    By Tom,
    • 5 replies
    • 868 views

  26. Amendment extensions for CARES/SECURE

    By Belgarath,
    • 22 replies
    • 1.6k views

  27. Should a retirement-services provider be its customers’ super-fiduciary?

    By Peter Gulia,   
    • 35 replies
    • 6.7k views

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

    By AJC,
    • 3 replies
    • 767 views

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

    By Ryan,
    • 0 replies
    • 413 views

  30. Lifetime income illustrations - pooled plans

    By Belgarath,
    • 5 replies
    • 985 views

  31. Compensation - K-1 - Real Estate Income

    By ldr,
    • 7 replies
    • 974 views

  32. Lifetime income illustrations

    By Belgarath,
    • 2 replies
    • 601 views

  33. Compensation Paid In Advance

    By EPCRSGuru,
    • 3 replies
    • 909 views

  34. PS Plan - Partial termination determination - general question

    By Jakyasar,
    • 9 replies
    • 1k views

  35. Cross Tested Plan Deposits -- Testing Each Deposit

    By AlbanyConsultant,
    • 12 replies
    • 1.2k views

  36. 415 exceeded

    By 52626,
    • 4 replies
    • 1.4k views

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

    By Will.I.Am,
    • 5 replies
    • 2.8k views

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

    By TPApril,
    • 2 replies
    • 766 views

  39. DB/DC terminating during the year

    By Jakyasar,
    • 6 replies
    • 1.2k views

  40. defining statutory exclusions

    By Bri,
    • 1 reply
    • 569 views

  41. Changing plan name associated with EIN

    By Bird,
    • 3 replies
    • 727 views

  42. Does the IRS do anything with Form 5310A?

    By Peter Gulia,   
    • 1 reply
    • 441 views

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

    By Peter Gulia,
    • 5 replies
    • 745 views

  44. Can the Cycle 3 plan restatement fee be paid from plan assets?

    By David Peckham,
    • 4 replies
    • 997 views

  45. Management Group 414(m)(5)

    By CNB CONSULTING,
    • 9 replies
    • 1.3k views

  46. Plan Restatement Date - implication on short plan year?

    By TPApril,
    • 2 replies
    • 498 views

  47. Combo plans - testing age

    By Jakyasar,
    • 1 reply
    • 724 views

  48. Name of Plan in which of two PAs

    By thepensionmaven,
    • 7 replies
    • 805 views

  49. Affiliated Service

    By thepensionmaven,
    • 8 replies
    • 1.1k views

  50. Target Benefit Plan - 415(c) issue plus possibly incorrect contribution calculation

    By Jakyasar,
    • 20 replies
    • 1.2k views
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