Retirement Plans in General

5,761 topics in this forum

1. 1099-NEC for services rendered?

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

2. Top Heavy Determination

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

3. Lifetime Income Disclosures - Calculation Details

   By Leopurrd-401k, January 28, 2022
   • 5 replies
   • 1.4k views
   • 
   • Leopurrd-401k
   • January 31, 2022

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

   By Santo Gold, February 4, 2021
   • 16 replies
   • 4.6k views
   • 
   • mkaufman
   • January 30, 2022

5. Sort of Abandoned Plan

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

6. Vesting from Effective Date of the Plan

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

7. Leaving a Controlled Group

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

8. Providing benefit for HCE worked under 1000 requirement

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

9. Plan Sponsor changes from Sole Proprietor to Corporation

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

10. Dental practice with 3 plans

    By thepensionmaven, January 5, 2022
    • 13 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • January 24, 2022

11. Compensation used in a 401k plan

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

12. Employee Does not Want Money Purchase Benefit

    By Benefits Vet, January 19, 2022
    • 10 replies
    • 1.1k views
    • 
    • BG5150
    • January 21, 2022

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

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

14. Cycle 3 Restatements

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

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

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

16. Husband & wife plan, now divorced

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

17. Combined plan deduction limit - non-PBGC

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

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

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

19. How to find out if TIN was deactivated

    By BG5150, June 9, 2021
    • 4 replies
    • 2.4k views
    • 
    • WDIK
    • January 6, 2022

20. Missing Forms 945 per IRS

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

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

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

22. Any correlation for contributions when spouses are involved?

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

23. 1065 Schedule K-1

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

24. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr, January 4, 2022
    • 10 replies
    • 2.2k views
    • 
    • RayJJohnsonJr
    • January 5, 2022

25. Spin off from ASG

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

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

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

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

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

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

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

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

    By Peter Gulia, December 23, 2021
    • 13 replies
    • 1.5k views
    • 
    • Roycal
    • December 28, 2021

30. Esop 5500 Audit requirements inquiry

    By Tax Cowboy, December 17, 2021   

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

31. EBAR formula for permitted disparity

    By BG5150, December 13, 2021
    • 8 replies
    • 1.8k views
    • 
    • Mike Preston
    • December 24, 2021

32. owner sells assets of company, does not sell his company

    By thepensionmaven, December 17, 2021
    • 9 replies
    • 783 views
    • 
    • shERPA
    • December 22, 2021

33. Qualified replacement plan related - QRP

    By Jakyasar, December 8, 2021   

    • qrp
    • 7 replies
    • 1.1k views
    • 
    • Jakyasar
    • December 22, 2021

34. HCE status determination by attribution

    By Jakyasar, December 15, 2021
    • 9 replies
    • 1.4k views
    • 
    • Luke Bailey
    • December 21, 2021

35. In-service Roth rollovers--protected benefit?

    By BG5150, December 20, 2021
    • 3 replies
    • 1.1k views
    • 
    • Bri
    • December 21, 2021

36. Attribution from trust

    By Bird, December 17, 2021
    • 5 replies
    • 908 views
    • 
    • Luke Bailey
    • December 21, 2021

37. Exclusion of Statutory Employees

    By mming, December 16, 2021
    • 7 replies
    • 2.1k views
    • 
    • rocknrolls2
    • December 16, 2021

38. Company X owned by 2 separate S-Corps

    By K-t-F, December 7, 2021
    • 15 replies
    • 1.5k views
    • 
    • K-t-F
    • December 15, 2021

39. Ownership by Attribution -

    By thepensionmaven, December 13, 2021
    • 3 replies
    • 733 views
    • 
    • thepensionmaven
    • December 14, 2021

40. In-plan Roth rollovers/conversions

    By Belgarath, December 13, 2021
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • December 14, 2021

41. Controlled Group / ASG Question

    By Lucky32, December 10, 2021
    • 2 replies
    • 656 views
    • 
    • Lucky32
    • December 13, 2021

42. spousal exception/minor child and unrelated owner

    By Draper55, December 13, 2021
    • 1 reply
    • 504 views
    • 
    • Bri
    • December 13, 2021

43. Controlled group related due to minor children

    By Jakyasar, December 9, 2021
    • 5 replies
    • 1.2k views
    • 
    • Jakyasar
    • December 10, 2021

44. Correction by Plan Amendment - Rev. Proc. 2021-30

    By KMMB, December 2, 2021
    • 1 reply
    • 605 views
    • 
    • bito'money
    • December 10, 2021

45. Am I controlled group for setting up 2 separate plans?

    By Jakyasar, December 8, 2021
    • 2 replies
    • 711 views
    • 
    • Jakyasar
    • December 8, 2021

46. New firm, same ee's as old firm - controlled group issue?

    By TPApril, December 5, 2021
    • 4 replies
    • 1.1k views
    • 
    • TPApril
    • December 6, 2021

47. Lost participants and sending SPD, SAR, etc...

    By BG5150, December 1, 2021
    • 4 replies
    • 849 views
    • 
    • Peter Gulia
    • December 3, 2021

48. 3(16) administrator signing 5500 for client question

    By BG5150, December 2, 2021
    • 2 replies
    • 770 views
    • 
    • BG5150
    • December 3, 2021

49. Is this partial termination?

    By Jakyasar, December 2, 2021
    • 4 replies
    • 788 views
    • 
    • Jakyasar
    • December 2, 2021

50. DOT is last day or first day of PY questions

    By BG5150, December 1, 2021
    • 6 replies
    • 784 views
    • 
    • pmacduff
    • December 2, 2021