Retirement Plans in General

5,771 topics in this forum

1. 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
   • 
   • BG5150
   • August 18, 2022

2. RMD calculation for DC plan that is terminating

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

3. Top Heavy Failing

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

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

   By Belgarath, August 11, 2022
   • 5 replies
   • 4.1k views
   • 
   • Belgarath
   • August 15, 2022

5. Affiliated Service Group?

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

6. Cycle 3 deadline - Trust Agreement

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

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

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

8. Cross Tested Plan Deposits -- Testing Each Deposit

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

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

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

10. Lifetime income illustrations - pooled plans

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

11. Compensation - K-1 - Real Estate Income

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

12. Lifetime income illustrations

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

13. PS Plan - Partial termination determination - general question

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

14. Compensation Paid In Advance

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

15. 415 exceeded

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

16. 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

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

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

18. DB/DC terminating during the year

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

19. defining statutory exclusions

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

20. Changing plan name associated with EIN

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

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

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

22. Management Group 414(m)(5)

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

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

    By Peter Gulia, July 7, 2022   

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

24. 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

25. 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

26. Name of Plan in which of two PAs

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

27. 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

28. Affiliated Service

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

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

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

30. Combo plans - testing age

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

31. Days vs Months for eligibility

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

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

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

33. Aggregation of Plans Required?

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

34. Hardship for the Purchase of a Primary Residence

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

35. Top heavy vs gateway in a combo plan

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

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

    By Jakyasar, May 18, 2022
    • 9 replies
    • 1.6k views
    • 
    • Jakyasar
    • May 20, 2022

37. APR Calculator Workbook

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

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

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

39. 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

40. 410(b)(6) transition period

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

41. 1099 employee/attorney - controlled group?

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

42. A Trust as a beneficiary

    By KJames, May 3, 2022
    • 6 replies
    • 1.3k views
    • 
    • Bird
    • May 5, 2022

43. ERISA Bond Coverage.... combine bonds?

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

44. Subject to FICA

    By Santo Gold, April 28, 2022
    • 12 replies
    • 5.5k views
    • 
    • Peter Gulia
    • May 3, 2022

45. Waiver of PS due to SSI benefits?

    By BG5150, April 27, 2022
    • 3 replies
    • 594 views
    • 
    • Peter Gulia
    • May 1, 2022

46. Taxable vacation award--how to deduct 401k?

    By BG5150, April 14, 2022
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • April 29, 2022

47. Fee paid from Owner's account only

    By Rayofsunshine, April 26, 2022
    • 8 replies
    • 1.1k views
    • 
    • BG5150
    • April 29, 2022

48. Only Non-HCE excluded from coverage?

    By Gilmore, April 27, 2022
    • 8 replies
    • 886 views
    • 
    • C. B. Zeller
    • April 29, 2022

49. Leased Employees from within a controlled group

    By Nate S, April 22, 2022
    • 3 replies
    • 677 views
    • 
    • CuseFan
    • April 25, 2022

50. distributions to non-spouse beneficiaries - is there a time limit?

    By AlbanyConsultant, April 21, 2022
    • 1 reply
    • 666 views
    • 
    • Lou S.
    • April 21, 2022