Retirement Plans in General

5,771 topics in this forum

1. Compensation Paid In Advance

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

2. PS Plan - Partial termination determination - general question

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

3. Cross Tested Plan Deposits -- Testing Each Deposit

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

4. 415 exceeded

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

5. 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

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

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

7. DB/DC terminating during the year

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

8. defining statutory exclusions

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

9. Changing plan name associated with EIN

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

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

    By Peter Gulia, July 7, 2022   

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

11. 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

12. 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

13. Management Group 414(m)(5)

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

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

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

15. Combo plans - testing age

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

16. Name of Plan in which of two PAs

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

17. Affiliated Service

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

18. 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

19. Days vs Months for eligibility

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

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

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

21. Aggregation of Plans Required?

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

22. 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

23. Hardship for the Purchase of a Primary Residence

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

24. Top heavy vs gateway in a combo plan

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

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

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

26. 410(b)(6) transition period

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

27. 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

28. 1099 employee/attorney - controlled group?

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

29. A Trust as a beneficiary

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

30. ERISA Bond Coverage.... combine bonds?

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

31. Subject to FICA

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

32. Waiver of PS due to SSI benefits?

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

33. Only Non-HCE excluded from coverage?

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

34. Fee paid from Owner's account only

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

35. 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

36. Leased Employees from within a controlled group

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

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

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

38. Plan Merger

    By Egold, April 20, 2022
    • 8 replies
    • 1k views
    • 
    • Egold
    • April 20, 2022

39. Date for late refunds: process or check date?

    By BG5150, April 19, 2022
    • 2 replies
    • 669 views
    • 
    • Nate S
    • April 21, 2022

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

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

41. Member leaves CG--(partial) plan term?

    By BG5150, April 14, 2022
    • 6 replies
    • 1k views
    • 
    • BG5150
    • April 18, 2022

42. EE working on VISA doesn't want to open account

    By Cynchbeast, April 13, 2022
    • 2 replies
    • 668 views
    • 
    • A Shot in the Dark
    • April 13, 2022

43. 401(k) Participant Count for Audit Requirement

    By Tom, April 7, 2022
    • 9 replies
    • 1.8k views
    • 
    • Bri
    • April 13, 2022

44. New plan, owner only?

    By DMcGovern, April 7, 2022
    • 3 replies
    • 838 views
    • 
    • BG5150
    • April 7, 2022

45. Short plan year w/ self employed--comp issue

    By BG5150, April 7, 2022
    • 1 reply
    • 545 views
    • 
    • Nate S
    • April 7, 2022

46. Massachusetts Schools Pension Plan for non teacher employees

    By Egold, April 6, 2022
    • 2 replies
    • 692 views
    • 
    • Peter Gulia
    • April 6, 2022

47. Qualified Replacement Plan

    By LMD1, April 5, 2022
    • 1 reply
    • 712 views
    • 
    • EBECatty
    • April 5, 2022

48. Prohibited transaction?

    By Bird, April 1, 2022
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • April 4, 2022

49. What is w-2 salary

    By Jakyasar, April 1, 2022
    • 16 replies
    • 1.8k views
    • 
    • Nate S
    • April 6, 2022

50. Lifetime Income Illustrations - What is the formula?

    By MrsMacias, March 31, 2022   

    • lifetime income
    • lifetime income disclosure
    • (and 2 more)

      Tagged with:

      • lifetime income
      • lifetime income disclosure
      • lifetime income formula
      • lifetime income illustration
    • 2 replies
    • 766 views
    • 
    • MrsMacias
    • April 1, 2022