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Retirement Plans in General

5,819 topics in this forum

  1. RMD calculation for DC plan that is terminating

    By Jakyasar,
    • 7 replies
    • 1.2k views

  2. Top Heavy Failing

    By Basically,
    • 7 replies
    • 1.2k views

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

    By Belgarath,
    • 5 replies
    • 6.7k views

  4. Affiliated Service Group?

    By waid10,
    • 8 replies
    • 2k views

  5. Cycle 3 deadline - Trust Agreement

    By Tom,
    • 5 replies
    • 1.1k views

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

    By AJC,
    • 3 replies
    • 1k views

  7. Cross Tested Plan Deposits -- Testing Each Deposit

    By AlbanyConsultant,
    • 12 replies
    • 1.4k views

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

    By Ryan,
    • 0 replies
    • 555 views

  9. Lifetime income illustrations - pooled plans

    By Belgarath,
    • 5 replies
    • 1.2k views

  10. Compensation - K-1 - Real Estate Income

    By ldr,
    • 7 replies
    • 1.3k views

  11. Lifetime income illustrations

    By Belgarath,
    • 2 replies
    • 768 views

  12. PS Plan - Partial termination determination - general question

    By Jakyasar,
    • 9 replies
    • 1.4k views

  13. Compensation Paid In Advance

    By EPCRSGuru,
    • 3 replies
    • 1.1k views

  14. 415 exceeded

    By 52626,
    • 4 replies
    • 1.6k views

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

    By Will.I.Am,
    • 5 replies
    • 3.7k views

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

    By TPApril,
    • 2 replies
    • 1k views

  17. DB/DC terminating during the year

    By Jakyasar,
    • 6 replies
    • 1.6k views

  18. defining statutory exclusions

    By Bri,
    • 1 reply
    • 824 views

  19. Changing plan name associated with EIN

    By Bird,
    • 3 replies
    • 926 views

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

    By Peter Gulia,
    • 5 replies
    • 1k views

  21. Management Group 414(m)(5)

    By CNB CONSULTING,
    • 9 replies
    • 1.8k views

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

    By Peter Gulia,   
    • 1 reply
    • 583 views

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

    By David Peckham,
    • 4 replies
    • 1.2k views

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

    By Jakyasar,
    • 20 replies
    • 1.6k views

  25. Name of Plan in which of two PAs

    By thepensionmaven,
    • 7 replies
    • 998 views

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

    By RayJJohnsonJr,
    • 15 replies
    • 2.2k views

  27. Affiliated Service

    By thepensionmaven,
    • 8 replies
    • 1.4k views

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

    By TPApril,
    • 2 replies
    • 638 views

  29. Combo plans - testing age

    By Jakyasar,
    • 1 reply
    • 853 views

  30. Days vs Months for eligibility

    By BG5150,
    • 6 replies
    • 2.3k views

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

    By AmyETPA,
    • 6 replies
    • 936 views

  32. Aggregation of Plans Required?

    By Dougsbpc,
    • 2 replies
    • 716 views

  33. Hardship for the Purchase of a Primary Residence

    By Barry Levy,
    • 4 replies
    • 1.2k views

  34. Top heavy vs gateway in a combo plan

    By Jakyasar,
    • 6 replies
    • 1.6k views

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

    By Jakyasar,
    • 9 replies
    • 2k views

  36. APR Calculator Workbook

    By C. B. Zeller,
    • 22 replies
    • 3.1k views

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

    By Peter Gulia,
    • 6 replies
    • 1.1k views

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

    By Peter Gulia,
    • 14 replies
    • 5.2k views

  39. 410(b)(6) transition period

    By R. Butler,
    • 4 replies
    • 3.6k views

  40. 1099 employee/attorney - controlled group?

    By TPApril,
    • 1 reply
    • 1.3k views

  41. A Trust as a beneficiary

    By KJames,
    • 6 replies
    • 1.7k views

  42. ERISA Bond Coverage.... combine bonds?

    By K-t-F,
    • 4 replies
    • 1.1k views

  43. Subject to FICA

    By Santo Gold,
    • 12 replies
    • 10.1k views

  44. Waiver of PS due to SSI benefits?

    By BG5150,
    • 3 replies
    • 729 views

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

    By BG5150,
    • 4 replies
    • 1.3k views

  46. Fee paid from Owner's account only

    By Rayofsunshine,
    • 8 replies
    • 1.3k views

  47. Only Non-HCE excluded from coverage?

    By Gilmore,
    • 8 replies
    • 1.1k views

  48. Leased Employees from within a controlled group

    By Nate S,
    • 3 replies
    • 839 views

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

    By AlbanyConsultant,
    • 1 reply
    • 772 views

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

    By BG5150,
    • 2 replies
    • 816 views
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