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Retirement Plans in General

5,802 topics in this forum

  1. Changing plan name associated with EIN

    By Bird,
    • 3 replies
    • 852 views

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

    By Peter Gulia,
    • 5 replies
    • 912 views

  3. Management Group 414(m)(5)

    By CNB CONSULTING,
    • 9 replies
    • 1.6k views

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

    By Peter Gulia,   
    • 1 reply
    • 519 views

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

    By David Peckham,
    • 4 replies
    • 1.1k views

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

    By Jakyasar,
    • 20 replies
    • 1.4k views

  7. Name of Plan in which of two PAs

    By thepensionmaven,
    • 7 replies
    • 911 views

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

    By RayJJohnsonJr,
    • 15 replies
    • 1.9k views

  9. Affiliated Service

    By thepensionmaven,
    • 8 replies
    • 1.3k views

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

    By TPApril,
    • 2 replies
    • 577 views

  11. Combo plans - testing age

    By Jakyasar,
    • 1 reply
    • 796 views

  12. Days vs Months for eligibility

    By BG5150,
    • 6 replies
    • 2k views

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

    By AmyETPA,
    • 6 replies
    • 808 views

  14. Aggregation of Plans Required?

    By Dougsbpc,
    • 2 replies
    • 655 views

  15. Hardship for the Purchase of a Primary Residence

    By Barry Levy,
    • 4 replies
    • 1.1k views

  16. Top heavy vs gateway in a combo plan

    By Jakyasar,
    • 6 replies
    • 1.5k views

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

    By Jakyasar,
    • 9 replies
    • 1.8k views

  18. APR Calculator Workbook

    By C. B. Zeller,
    • 22 replies
    • 2.9k views

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

    By Peter Gulia,
    • 6 replies
    • 974 views

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

    By Peter Gulia,
    • 14 replies
    • 4.5k views

  21. 410(b)(6) transition period

    By R. Butler,
    • 4 replies
    • 2.9k views

  22. 1099 employee/attorney - controlled group?

    By TPApril,
    • 1 reply
    • 1.2k views

  23. A Trust as a beneficiary

    By KJames,
    • 6 replies
    • 1.6k views

  24. ERISA Bond Coverage.... combine bonds?

    By K-t-F,
    • 4 replies
    • 963 views

  25. Subject to FICA

    By Santo Gold,
    • 12 replies
    • 8k views

  26. Waiver of PS due to SSI benefits?

    By BG5150,
    • 3 replies
    • 662 views

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

    By BG5150,
    • 4 replies
    • 1.2k views

  28. Fee paid from Owner's account only

    By Rayofsunshine,
    • 8 replies
    • 1.2k views

  29. Only Non-HCE excluded from coverage?

    By Gilmore,
    • 8 replies
    • 987 views

  30. Leased Employees from within a controlled group

    By Nate S,
    • 3 replies
    • 759 views

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

    By AlbanyConsultant,
    • 1 reply
    • 715 views

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

    By BG5150,
    • 2 replies
    • 737 views

  33. Plan Merger

    By Egold,
    • 8 replies
    • 1.2k views

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

    By BG5150,
    • 6 replies
    • 1.1k views

  35. 401(k) Participant Count for Audit Requirement

    By Tom,
    • 9 replies
    • 2k views
    • Bri
    • Bri

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

    By Cynchbeast,
    • 2 replies
    • 745 views

  37. New plan, owner only?

    By DMcGovern,
    • 3 replies
    • 939 views

  38. PY Begins 12/1--what do I prorate?

    By BG5150,
    • 8 replies
    • 840 views

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

    By BG5150,
    • 1 reply
    • 614 views

  40. Massachusetts Schools Pension Plan for non teacher employees

    By Egold,
    • 2 replies
    • 815 views

  41. last minute abrupt request

    By SSRRS,
    • 8 replies
    • 1.5k views

  42. What is w-2 salary

    By Jakyasar,
    • 16 replies
    • 2.4k views

  43. Qualified Replacement Plan

    By LMD1,
    • 1 reply
    • 776 views

  44. Attribution for ASG vs HCE

    By cathyw,
    • 5 replies
    • 1.1k views

  45. Prohibited transaction?

    By Bird,
    • 3 replies
    • 1.4k views

  46. Lifetime Income Illustrations - What is the formula?

    By MrsMacias,   
    • 2 replies
    • 912 views

  47. Failure to provide SPD and other disclosures

    By Ananda,
    • 5 replies
    • 1.7k views

  48. Union and non-union: two separate plans, combined for Top Heavy?

    By BG5150,
    • 4 replies
    • 1.1k views

  49. Physician with ownership in Dialysis Center

    By Dougsbpc,
    • 1 reply
    • 596 views

  50. Lifetime income illustrations - when annual statement was previously sent

    By Belgarath,
    • 2 replies
    • 723 views
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