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Retirement Plans in General

5,802 topics in this forum

  1. Missed Employer Contribution Allocation

    By Dougsbpc,
    • 2 replies
    • 846 views

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

    By Peter Gulia,   
    • 19 replies
    • 5.3k views

  3. Frozen Profit Sharing Plan

    By Catch22PGM,   
    • 7 replies
    • 1.8k views

  4. 410b Failure... huh?

    By Basically,
    • 5 replies
    • 1.2k views

  5. Is today the SAR due date?

    By Bri,
    • 3 replies
    • 1.1k views

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

    By Peter Gulia,
    • 26 replies
    • 6.8k views

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

    By TPApril,
    • 4 replies
    • 1.1k views

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

    By BG5150,
    • 2 replies
    • 700 views

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

    By BG5150,
    • 4 replies
    • 1.2k views

  10. Amendment extensions for CARES/SECURE

    By Belgarath,
    • 22 replies
    • 1.8k views

  11. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.4k views

  12. Guide to In-Plan Roth Conversions

    By AJC,
    • 4 replies
    • 1.4k views
    • Bri
    • Bri

  13. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols,
    • 5 replies
    • 1.3k views

  14. Participant fee disclosures in SPD

    By Bird,
    • 4 replies
    • 1.3k views
    • Bird
    • Bird

  15. PBGC covered or not

    By Jakyasar,
    • 15 replies
    • 2.9k views

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

    By BG5150,
    • 1 reply
    • 668 views

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

    By Belgarath,
    • 18 replies
    • 11.2k views

  18. New Jersey Deductible Contributions

    By FT Retire,
    • 3 replies
    • 1k views
    • joel
    • joel

  19. 5500SF related

    By Jakyasar,
    • 2 replies
    • 842 views

  20. 25% of eligible compensation deductible limit

    By dmb,
    • 12 replies
    • 4.3k views

  21. Contingent beneficiary question

    By BG5150,
    • 29 replies
    • 4.2k views

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

    By Santo Gold,
    • 2 replies
    • 1.2k views

  23. Corporate resolution dating

    By Belgarath,
    • 4 replies
    • 1.9k views

  24. Is this plan covered by PBGC?

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

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

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

  26. Are these related entities?

    By cathyw,
    • 8 replies
    • 1.1k views

  27. Erisapedia webcast yesterday on CARES/SECURE Amendments

    By Belgarath,
    • 5 replies
    • 679 views

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

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

  29. Deposit made before plan adopted

    By Jakyasar,
    • 26 replies
    • 2.3k views

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

    By MJR,
    • 8 replies
    • 2k views

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

    By Peter Gulia,
    • 2 replies
    • 834 views

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

    By AlbanyConsultant,
    • 17 replies
    • 2.2k views

  33. RMD calculation for DC plan that is terminating

    By Jakyasar,
    • 7 replies
    • 1k views

  34. Top Heavy Failing

    By Basically,
    • 7 replies
    • 1.1k views

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

    By Belgarath,
    • 5 replies
    • 6.2k views

  36. Affiliated Service Group?

    By waid10,
    • 8 replies
    • 1.8k views

  37. Cycle 3 deadline - Trust Agreement

    By Tom,
    • 5 replies
    • 974 views

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

    By AJC,
    • 3 replies
    • 937 views

  39. Cross Tested Plan Deposits -- Testing Each Deposit

    By AlbanyConsultant,
    • 12 replies
    • 1.3k views

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

    By Ryan,
    • 0 replies
    • 487 views

  41. Lifetime income illustrations - pooled plans

    By Belgarath,
    • 5 replies
    • 1.1k views

  42. Compensation - K-1 - Real Estate Income

    By ldr,
    • 7 replies
    • 1.1k views

  43. Lifetime income illustrations

    By Belgarath,
    • 2 replies
    • 698 views

  44. PS Plan - Partial termination determination - general question

    By Jakyasar,
    • 9 replies
    • 1.2k views

  45. Compensation Paid In Advance

    By EPCRSGuru,
    • 3 replies
    • 1k views

  46. 415 exceeded

    By 52626,
    • 4 replies
    • 1.5k views

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

    By Will.I.Am,
    • 5 replies
    • 3.4k views

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

    By TPApril,
    • 2 replies
    • 912 views

  49. DB/DC terminating during the year

    By Jakyasar,
    • 6 replies
    • 1.5k views

  50. defining statutory exclusions

    By Bri,
    • 1 reply
    • 712 views
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