Retirement Plans in General

5,778 topics in this forum

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

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

2. Are these related entities?

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

3. Erisapedia webcast yesterday on CARES/SECURE Amendments

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

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

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

5. Deposit made before plan adopted

   By Jakyasar, August 22, 2022
   • 26 replies
   • 1.9k views
   • 
   • BG5150
   • August 30, 2022

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

   By MJR, August 24, 2022
   • 8 replies
   • 1.7k views
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   • ESOP Guy
   • August 26, 2022

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

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

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

   By AlbanyConsultant, August 12, 2022
   • 17 replies
   • 1.8k views
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   • BG5150
   • August 18, 2022

9. RMD calculation for DC plan that is terminating

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

10. Top Heavy Failing

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

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

    By Belgarath, August 11, 2022
    • 5 replies
    • 4.4k views
    • 
    • Belgarath
    • August 15, 2022

12. Affiliated Service Group?

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

13. Cycle 3 deadline - Trust Agreement

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

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

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

15. Cross Tested Plan Deposits -- Testing Each Deposit

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

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

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

17. Lifetime income illustrations - pooled plans

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

18. Compensation - K-1 - Real Estate Income

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

19. Lifetime income illustrations

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

20. PS Plan - Partial termination determination - general question

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

21. Compensation Paid In Advance

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

22. 415 exceeded

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

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

    By Will.I.Am, July 12, 2022
    • 5 replies
    • 2.9k views
    • 
    • AlbanyConsultant
    • July 14, 2022

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

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

25. DB/DC terminating during the year

    By Jakyasar, July 11, 2022
    • 6 replies
    • 1.3k views
    • 
    • Nate S
    • July 13, 2022

26. defining statutory exclusions

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

27. Changing plan name associated with EIN

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

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

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

29. Management Group 414(m)(5)

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

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

    By Peter Gulia, July 7, 2022   

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

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

    By David Peckham, July 5, 2022
    • 4 replies
    • 1k views
    • 
    • Peter Gulia
    • July 6, 2022

32. 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

33. Name of Plan in which of two PAs

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

34. 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
    • 1.6k views
    • 
    • RayJJohnsonJr
    • June 29, 2022

35. Affiliated Service

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

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

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

37. Combo plans - testing age

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

38. Days vs Months for eligibility

    By BG5150, June 14, 2022
    • 6 replies
    • 1.6k views
    • 
    • Nate S
    • June 23, 2022

39. Pooled Acct Amend to Allow Dist in Year of Term?

    By AmyETPA, June 13, 2022
    • 6 replies
    • 709 views
    • 
    • Nate S
    • June 16, 2022

40. Aggregation of Plans Required?

    By Dougsbpc, June 5, 2022
    • 2 replies
    • 588 views
    • 
    • CuseFan
    • June 6, 2022

41. Hardship for the Purchase of a Primary Residence

    By Barry Levy, May 26, 2022
    • 4 replies
    • 959 views
    • 
    • JustSayin
    • June 1, 2022

42. Top heavy vs gateway in a combo plan

    By Jakyasar, May 24, 2022
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • May 24, 2022

43. Combo plan - 401a4 testing - component testing related

    By Jakyasar, May 18, 2022
    • 9 replies
    • 1.7k views
    • 
    • Jakyasar
    • May 20, 2022

44. APR Calculator Workbook

    By C. B. Zeller, February 24, 2022
    • 22 replies
    • 2.5k views
    • 
    • austin3515
    • May 14, 2022

45. On July 1, 2022, must spouses’ consents resume physical presence before a notary?

    By Peter Gulia, April 23, 2022
    • 6 replies
    • 869 views
    • 
    • Peter Gulia
    • May 13, 2022

46. Does a participant/decedent’s creditor go after her retirement plan account?

    By Peter Gulia, May 9, 2022
    • 14 replies
    • 3.8k views
    • 
    • Nate S
    • May 13, 2022

47. 410(b)(6) transition period

    By R. Butler, May 10, 2022
    • 4 replies
    • 2.5k views
    • 
    • Ilene Ferenczy
    • May 11, 2022

48. 1099 employee/attorney - controlled group?

    By TPApril, May 7, 2022
    • 1 reply
    • 1.1k views
    • 
    • shERPA
    • May 9, 2022

49. A Trust as a beneficiary

    By KJames, May 3, 2022
    • 6 replies
    • 1.4k views
    • 
    • Bird
    • May 5, 2022

50. ERISA Bond Coverage.... combine bonds?

    By K-t-F, May 2, 2022
    • 4 replies
    • 884 views
    • 
    • K-t-F
    • May 3, 2022