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Retirement Plans in General

5,771 topics in this forum

  1. Lifetime Income Disclosures - Calculation Details

    By Leopurrd-401k,
    • 5 replies
    • 1.4k views

  2. Sort of Abandoned Plan

    By thepensionmaven,
    • 3 replies
    • 635 views

  3. Leaving a Controlled Group

    By B21,
    • 4 replies
    • 922 views

  4. Providing benefit for HCE worked under 1000 requirement

    By Jakyasar,
    • 10 replies
    • 1.6k views

  5. Plan Sponsor changes from Sole Proprietor to Corporation

    By rodin011,
    • 2 replies
    • 588 views

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

    By Jakyasar,
    • 3 replies
    • 1.3k views
    • Bri
    • Bri

  7. Compensation used in a 401k plan

    By Santo Gold,
    • 1 reply
    • 948 views

  8. Vesting from Effective Date of the Plan

    By thepensionmaven,
    • 4 replies
    • 975 views

  9. Cycle 3 Restatements

    By DCPensionGal,
    • 0 replies
    • 433 views

  10. ERISA coverage for new plan for former employees only

    By EBspecialist,
    • 9 replies
    • 1.6k views

  11. Employee Does not Want Money Purchase Benefit

    By Benefits Vet,
    • 10 replies
    • 1.1k views

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

    By mjf06241972,
    • 4 replies
    • 917 views

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

    By Jakyasar,
    • 2 replies
    • 496 views

  14. Husband & wife plan, now divorced

    By BG5150,
    • 1 reply
    • 996 views
    • Bri
    • Bri

  15. Combined plan deduction limit - non-PBGC

    By Jakyasar,
    • 1 reply
    • 952 views

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

    By BG5150,
    • 4 replies
    • 1.1k views

  17. Missing Forms 945 per IRS

    By WDIK,
    • 0 replies
    • 581 views

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

    By BG5150,
    • 2 replies
    • 556 views

  19. Any correlation for contributions when spouses are involved?

    By Jakyasar,
    • 1 reply
    • 770 views

  20. Dental practice with 3 plans

    By thepensionmaven,
    • 13 replies
    • 1.4k views

  21. 1065 Schedule K-1

    By Belgarath,
    • 2 replies
    • 455 views

  22. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr,
    • 10 replies
    • 2.3k views

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

    By Lois Baker,
    • 0 replies
    • 537 views

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

    By BG5150,
    • 1 reply
    • 830 views

  25. Spin off from ASG

    By Gilmore,
    • 1 reply
    • 547 views

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

    By Peter Gulia,
    • 13 replies
    • 1.6k views

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

    By BG5150,
    • 3 replies
    • 1.2k views
    • Bri
    • Bri

  28. Attribution from trust

    By Bird,
    • 5 replies
    • 935 views

  29. Esop 5500 Audit requirements inquiry

    By Tax Cowboy,   
    • 6 replies
    • 933 views

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

    By thepensionmaven,
    • 9 replies
    • 796 views

  31. Exclusion of Statutory Employees

    By mming,
    • 7 replies
    • 2.2k views

  32. HCE status determination by attribution

    By Jakyasar,
    • 9 replies
    • 1.5k views

  33. In-plan Roth rollovers/conversions

    By Belgarath,
    • 4 replies
    • 1.3k views

  34. spousal exception/minor child and unrelated owner

    By Draper55,
    • 1 reply
    • 511 views
    • Bri
    • Bri

  35. EBAR formula for permitted disparity

    By BG5150,
    • 8 replies
    • 1.8k views

  36. Ownership by Attribution -

    By thepensionmaven,
    • 3 replies
    • 743 views

  37. Controlled Group / ASG Question

    By Lucky32,
    • 2 replies
    • 664 views

  38. Controlled group related due to minor children

    By Jakyasar,
    • 5 replies
    • 1.2k views

  39. Qualified replacement plan related - QRP

    By Jakyasar,   
    • 7 replies
    • 1.1k views

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

    By Jakyasar,
    • 2 replies
    • 717 views

  41. Company X owned by 2 separate S-Corps

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

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

    By TPApril,
    • 4 replies
    • 1.1k views

  43. 3(16) administrator signing 5500 for client question

    By BG5150,
    • 2 replies
    • 774 views

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

    By KMMB,
    • 1 reply
    • 614 views

  45. Is this partial termination?

    By Jakyasar,
    • 4 replies
    • 799 views

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

    By BG5150,
    • 4 replies
    • 859 views

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

    By BG5150,
    • 6 replies
    • 795 views

  48. Disclaim Benefits form?

    By BG5150,
    • 1 reply
    • 452 views

  49. Worthless Assets.... can they be donated?

    By K-t-F,
    • 3 replies
    • 897 views
    • JOH
    • JOH

  50. Disability Tax Question

    By metsfan026,
    • 0 replies
    • 462 views
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