Retirement Plans in General

5,781 topics in this forum

1. ERISA coverage for new plan for former employees only

   By EBspecialist, January 19, 2022
   • 9 replies
   • 1.6k views
   • 
   • david rigby
   • February 25, 2022

2. Combo plan - gateway related

   By Jakyasar, February 24, 2022
   • 8 replies
   • 1.1k views
   • 
   • Jakyasar
   • February 25, 2022

3. Any controlled group issues?

   By Jakyasar, February 22, 2022
   • 5 replies
   • 740 views
   • 
   • Nate S
   • February 23, 2022

4. Might it make sense to omit a cash-out provision?

   By Peter Gulia, February 22, 2022   

   • cash-out
   • 5 replies
   • 1.1k views
   • 
   • CuseFan
   • February 23, 2022

5. Steep Penalty

   By SSRRS, February 17, 2022
   • 16 replies
   • 2.1k views
   • 
   • ESOP Guy
   • February 18, 2022

6. Can a KSOP have late deferrals?

   By Bri, February 15, 2022
   • 4 replies
   • 1k views
   • 
   • ESOP Guy
   • February 18, 2022

7. Profit sharing allocation requirement - anti-cutback

   By Belgarath, February 18, 2022
   • 2 replies
   • 1.1k views
   • 
   • Belgarath
   • February 18, 2022

8. Self Employed Paired Plan with After-tax Contribution

   By SM, February 16, 2022
   • 5 replies
   • 1.5k views
   • 
   • CuseFan
   • February 17, 2022

9. Partner has negative K1 and a W2--combine?

   By BG5150, February 11, 2022
   • 17 replies
   • 2.7k views
   • 
   • BG5150
   • February 17, 2022

10. HCE determination

    By Jakyasar, February 16, 2022
    • 2 replies
    • 808 views
    • 
    • Bill Presson
    • February 17, 2022

11. old topic - limited partnerships as an investment

    By thepensionmaven, February 13, 2022
    • 5 replies
    • 1.3k views
    • 
    • thepensionmaven
    • February 16, 2022

12. Prenuptial Agreement and Forced Waiver of Spousal Consent

    By Ananda, February 3, 2022
    • 8 replies
    • 9.5k views
    • 
    • Ananda
    • February 15, 2022

13. What ownership is considered in determining 5% owner

    By Dougsbpc, February 9, 2022
    • 4 replies
    • 1.2k views
    • 
    • ESOPMomma
    • February 9, 2022

14. Foreign Income

    By MGOAdmin, February 8, 2022
    • 1 reply
    • 599 views
    • 
    • Luke Bailey
    • February 9, 2022

15. Ownership structure and other issues

    By Jakyasar, February 4, 2022
    • 5 replies
    • 909 views
    • 
    • Jakyasar
    • February 7, 2022

16. 2 CGs and staffing company

    By shERPA, February 5, 2022
    • 2 replies
    • 609 views
    • 
    • shERPA
    • February 5, 2022

17. Is there an affiliated service group issue here?

    By Old Reliable, February 2, 2022
    • 7 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 5, 2022

18. Does this vesting schdule wording make sense?

    By BG5150, February 2, 2022
    • 6 replies
    • 888 views
    • 
    • Peter Gulia
    • February 4, 2022

19. What is the gross salary to be use for pension purposes?

    By Jakyasar, January 22, 2022
    • 3 replies
    • 1.3k views
    • 
    • Bri
    • February 4, 2022

20. Adding a DB plan for 2021 to an existing PS plan

    By Jakyasar, February 3, 2022
    • 3 replies
    • 1k views
    • 
    • Jakyasar
    • February 3, 2022

21. 1099-NEC for services rendered?

    By K-t-F, February 1, 2022
    • 3 replies
    • 769 views
    • 
    • Luke Bailey
    • February 2, 2022

22. Top Heavy Determination

    By Basically, February 1, 2022
    • 6 replies
    • 994 views
    • 
    • Basically
    • February 1, 2022

23. Lifetime Income Disclosures - Calculation Details

    By Leopurrd-401k, January 28, 2022
    • 5 replies
    • 1.5k views
    • 
    • Leopurrd-401k
    • January 31, 2022

24. Does plan sponsor need EIN to create a 401k Plan?

    By Santo Gold, February 4, 2021
    • 16 replies
    • 5k views
    • 
    • mkaufman
    • January 30, 2022

25. Sort of Abandoned Plan

    By thepensionmaven, January 27, 2022
    • 3 replies
    • 655 views
    • 
    • imchipbrown
    • January 29, 2022

26. Vesting from Effective Date of the Plan

    By thepensionmaven, January 21, 2022
    • 4 replies
    • 988 views
    • 
    • thepensionmaven
    • January 27, 2022

27. Leaving a Controlled Group

    By B21, January 25, 2022
    • 4 replies
    • 971 views
    • 
    • Luke Bailey
    • January 27, 2022

28. Providing benefit for HCE worked under 1000 requirement

    By Jakyasar, January 25, 2022
    • 10 replies
    • 1.6k views
    • 
    • Jakyasar
    • January 25, 2022

29. Plan Sponsor changes from Sole Proprietor to Corporation

    By rodin011, January 24, 2022
    • 2 replies
    • 604 views
    • 
    • rodin011
    • January 25, 2022

30. Dental practice with 3 plans

    By thepensionmaven, January 5, 2022
    • 13 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • January 24, 2022

31. Compensation used in a 401k plan

    By Santo Gold, January 21, 2022
    • 1 reply
    • 980 views
    • 
    • C. B. Zeller
    • January 21, 2022

32. Employee Does not Want Money Purchase Benefit

    By Benefits Vet, January 19, 2022
    • 10 replies
    • 1.2k views
    • 
    • BG5150
    • January 21, 2022

33. Contribution Just Realized They Did Not Fund Safe Harbor Match for 2020

    By mjf06241972, January 18, 2022
    • 4 replies
    • 930 views
    • 
    • Luke Bailey
    • January 20, 2022

34. Cycle 3 Restatements

    By DCPensionGal, January 19, 2022
    • 0 replies
    • 441 views
    • 
    • DCPensionGal
    • January 19, 2022

35. DC plan has standardized prototype but DB plan has volume submitter

    By Jakyasar, January 12, 2022
    • 2 replies
    • 504 views
    • 
    • Jakyasar
    • January 12, 2022

36. Husband & wife plan, now divorced

    By BG5150, January 11, 2022
    • 1 reply
    • 1k views
    • 
    • Bri
    • January 11, 2022

37. Combined plan deduction limit - non-PBGC

    By Jakyasar, January 7, 2022
    • 1 reply
    • 970 views
    • 
    • CuseFan
    • January 10, 2022

38. Restatement effective 1/1/21, signed in 2022--consequences?

    By BG5150, January 6, 2022
    • 4 replies
    • 1.1k views
    • 
    • rocknrolls2
    • January 7, 2022

39. How to find out if TIN was deactivated

    By BG5150, June 9, 2021
    • 4 replies
    • 2.7k views
    • 
    • WDIK
    • January 6, 2022

40. Missing Forms 945 per IRS

    By WDIK, January 6, 2022
    • 0 replies
    • 598 views
    • 
    • WDIK
    • January 6, 2022

41. Permitted Disparity Language on Statements--New Comp?

    By BG5150, January 6, 2022
    • 2 replies
    • 566 views
    • 
    • BG5150
    • January 6, 2022

42. Any correlation for contributions when spouses are involved?

    By Jakyasar, January 5, 2022
    • 1 reply
    • 779 views
    • 
    • CuseFan
    • January 5, 2022

43. 1065 Schedule K-1

    By Belgarath, January 4, 2022
    • 2 replies
    • 478 views
    • 
    • Belgarath
    • January 5, 2022

44. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr, January 4, 2022
    • 10 replies
    • 2.5k views
    • 
    • RayJJohnsonJr
    • January 5, 2022

45. Spin off from ASG

    By Gilmore, December 28, 2021
    • 1 reply
    • 566 views
    • 
    • Dave Baker
    • January 3, 2022

46. In Memoriam: Karen Ferguson, founder of the Pension Rights Center

    By Lois Baker, December 31, 2021
    • 0 replies
    • 548 views
    • 
    • Lois Baker
    • December 31, 2021

47. Where do the terms "ER" and "EE" come from?

    By ESOP Guy, February 1, 2021
    • 2 replies
    • 850 views
    • 
    • BG5150
    • December 29, 2021

48. Changing In-service Withdrawal Conditions--Cutback?

    By BG5150, December 29, 2021
    • 1 reply
    • 840 views
    • 
    • Lou S.
    • December 29, 2021

49. Is an investment advisor who gets no fee an ERISA plan’s fiduciary?

    By Peter Gulia, December 23, 2021
    • 13 replies
    • 1.8k views
    • 
    • Roycal
    • December 28, 2021

50. Esop 5500 Audit requirements inquiry

    By Tax Cowboy, December 17, 2021   

    • audit
    • esop
    • 6 replies
    • 960 views
    • 
    • Peter Gulia
    • December 27, 2021