Retirement Plans in General

5,791 topics in this forum

1. Guide to In-Plan Roth Conversions

   By AJC, September 20, 2022
   • 4 replies
   • 1.3k views
   • 
   • Bri
   • September 23, 2022

2. Fees in Pooled PS - Expenses or Forfeitures

   By Kathy Nichols, September 21, 2022
   • 5 replies
   • 1.2k views
   • 
   • CuseFan
   • September 23, 2022

3. Participant fee disclosures in SPD

   By Bird, September 21, 2022
   • 4 replies
   • 1.2k views
   • 
   • Bird
   • September 23, 2022

4. PBGC covered or not

   By Jakyasar, March 9, 2022
   • 15 replies
   • 2.7k views
   • 
   • ktrombino
   • September 21, 2022

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

   By BG5150, September 21, 2022
   • 1 reply
   • 603 views
   • 
   • EBECatty
   • September 21, 2022

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

   By Belgarath, September 13, 2022
   • 18 replies
   • 10.5k views
   • 
   • Luke Bailey
   • September 15, 2022

7. New Jersey Deductible Contributions

   By FT Retire, September 12, 2022
   • 3 replies
   • 894 views
   • 
   • joel
   • September 15, 2022

8. 5500SF related

   By Jakyasar, September 13, 2022
   • 2 replies
   • 777 views
   • 
   • Jakyasar
   • September 13, 2022

9. 25% of eligible compensation deductible limit

   By dmb, November 30, 2017
   • 12 replies
   • 4k views
   • 
   • Belgarath
   • September 12, 2022

10. Contingent beneficiary question

    By BG5150, September 1, 2022
    • 29 replies
    • 3.8k views
    • 
    • Peter Gulia
    • September 9, 2022

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

    By Santo Gold, September 8, 2022
    • 2 replies
    • 875 views
    • 
    • Lou S.
    • September 8, 2022

12. Corporate resolution dating

    By Belgarath, September 1, 2022
    • 4 replies
    • 1.6k views
    • 
    • Luke Bailey
    • September 7, 2022

13. Is this plan covered by PBGC?

    By Jakyasar, September 5, 2022
    • 4 replies
    • 673 views
    • 
    • Bri
    • September 6, 2022

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

    By L. S., August 26, 2022
    • 5 replies
    • 612 views
    • 
    • L. S.
    • September 6, 2022

15. Are these related entities?

    By cathyw, August 26, 2022
    • 8 replies
    • 964 views
    • 
    • C. B. Zeller
    • September 1, 2022

16. Erisapedia webcast yesterday on CARES/SECURE Amendments

    By Belgarath, August 31, 2022
    • 5 replies
    • 611 views
    • 
    • Peter Gulia
    • August 31, 2022

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

    By Will.I.Am, August 26, 2022
    • 2 replies
    • 892 views
    • 
    • Will.I.Am
    • August 30, 2022

18. Deposit made before plan adopted

    By Jakyasar, August 22, 2022
    • 26 replies
    • 2.1k views
    • 
    • BG5150
    • August 30, 2022

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

    By MJR, August 24, 2022
    • 8 replies
    • 1.8k views
    • 
    • ESOP Guy
    • August 26, 2022

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

    By Peter Gulia, August 19, 2022
    • 2 replies
    • 742 views
    • 
    • Peter Gulia
    • August 19, 2022

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

    By AlbanyConsultant, August 12, 2022
    • 17 replies
    • 1.9k views
    • 
    • BG5150
    • August 18, 2022

22. RMD calculation for DC plan that is terminating

    By Jakyasar, August 15, 2022
    • 7 replies
    • 940 views
    • 
    • Jakyasar
    • August 15, 2022

23. Top Heavy Failing

    By Basically, August 11, 2022
    • 7 replies
    • 964 views
    • 
    • Basically
    • August 15, 2022

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

    By Belgarath, August 11, 2022
    • 5 replies
    • 5.3k views
    • 
    • Belgarath
    • August 15, 2022

25. Affiliated Service Group?

    By waid10, August 10, 2022
    • 8 replies
    • 1.7k views
    • 
    • Roycal
    • August 12, 2022

26. Cycle 3 deadline - Trust Agreement

    By Tom, August 8, 2022
    • 5 replies
    • 905 views
    • 
    • Bill Presson
    • August 8, 2022

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

    By AJC, July 28, 2022
    • 3 replies
    • 851 views
    • 
    • RatherBeGolfing
    • July 28, 2022

28. Cross Tested Plan Deposits -- Testing Each Deposit

    By AlbanyConsultant, July 14, 2022
    • 12 replies
    • 1.2k views
    • 
    • BG5150
    • July 27, 2022

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

    By Ryan, July 25, 2022
    • 0 replies
    • 450 views
    • 
    • Ryan
    • July 25, 2022

30. Lifetime income illustrations - pooled plans

    By Belgarath, July 22, 2022
    • 5 replies
    • 1k views
    • 
    • Belgarath
    • July 22, 2022

31. Compensation - K-1 - Real Estate Income

    By ldr, July 20, 2022
    • 7 replies
    • 1k views
    • 
    • Bird
    • July 22, 2022

32. Lifetime income illustrations

    By Belgarath, July 20, 2022
    • 2 replies
    • 652 views
    • 
    • Belgarath
    • July 20, 2022

33. PS Plan - Partial termination determination - general question

    By Jakyasar, July 15, 2022
    • 9 replies
    • 1.1k views
    • 
    • Bob the Swimmer
    • July 18, 2022

34. Compensation Paid In Advance

    By EPCRSGuru, July 15, 2022
    • 3 replies
    • 961 views
    • 
    • Luke Bailey
    • July 18, 2022

35. 415 exceeded

    By 52626, July 13, 2022
    • 4 replies
    • 1.4k views
    • 
    • jsample
    • July 14, 2022

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

    By Will.I.Am, July 12, 2022
    • 5 replies
    • 3.2k views
    • 
    • AlbanyConsultant
    • July 14, 2022

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

    By TPApril, July 12, 2022
    • 2 replies
    • 845 views
    • 
    • Ilene Ferenczy
    • July 13, 2022

38. DB/DC terminating during the year

    By Jakyasar, July 11, 2022
    • 6 replies
    • 1.4k views
    • 
    • Nate S
    • July 13, 2022

39. defining statutory exclusions

    By Bri, July 8, 2022
    • 1 reply
    • 645 views
    • 
    • Nate S
    • July 13, 2022

40. Changing plan name associated with EIN

    By Bird, July 8, 2022
    • 3 replies
    • 800 views
    • 
    • Bird
    • July 12, 2022

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

    By Peter Gulia, July 6, 2022
    • 5 replies
    • 815 views
    • 
    • rocknrolls2
    • July 7, 2022

42. Management Group 414(m)(5)

    By CNB CONSULTING, July 5, 2022
    • 9 replies
    • 1.4k views
    • 
    • Luke Bailey
    • July 7, 2022

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

    By Peter Gulia, July 7, 2022   

    • form 5310a
    • 1 reply
    • 481 views
    • 
    • CuseFan
    • July 7, 2022

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

    By David Peckham, July 5, 2022
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • July 6, 2022

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

    By Jakyasar, June 15, 2022
    • 20 replies
    • 1.2k views
    • 
    • Bird
    • July 5, 2022

46. Name of Plan in which of two PAs

    By thepensionmaven, June 23, 2022
    • 7 replies
    • 849 views
    • 
    • thepensionmaven
    • July 2, 2022

47. What is the most efficent way to withhold Federal taxes and remit the withholding to the gov't?

    By RayJJohnsonJr, June 2, 2022
    • 15 replies
    • 1.7k views
    • 
    • RayJJohnsonJr
    • June 29, 2022

48. Affiliated Service

    By thepensionmaven, June 22, 2022
    • 8 replies
    • 1.2k views
    • 
    • thepensionmaven
    • June 28, 2022

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

    By TPApril, June 27, 2022
    • 2 replies
    • 528 views
    • 
    • TPApril
    • June 27, 2022

50. Combo plans - testing age

    By Jakyasar, June 24, 2022
    • 1 reply
    • 757 views
    • 
    • Nate S
    • June 24, 2022