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Retirement Plans in General

5,753 topics in this forum

  1. Any correlation for contributions when spouses are involved?

    By Jakyasar,
    • 1 reply
    • 755 views

  2. Dental practice with 3 plans

    By thepensionmaven,
    • 13 replies
    • 1.3k views

  3. 1065 Schedule K-1

    By Belgarath,
    • 2 replies
    • 438 views

  4. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr,
    • 10 replies
    • 2.1k views

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

    By Lois Baker,
    • 0 replies
    • 516 views

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

    By BG5150,
    • 1 reply
    • 815 views

  7. Spin off from ASG

    By Gilmore,
    • 1 reply
    • 536 views

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

    By Peter Gulia,
    • 13 replies
    • 1.5k views

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

    By BG5150,
    • 3 replies
    • 1.1k views
    • Bri
    • Bri

  10. Attribution from trust

    By Bird,
    • 5 replies
    • 876 views

  11. Esop 5500 Audit requirements inquiry

    By Tax Cowboy,   
    • 6 replies
    • 903 views

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

    By thepensionmaven,
    • 9 replies
    • 778 views

  13. Exclusion of Statutory Employees

    By mming,
    • 7 replies
    • 2.1k views

  14. HCE status determination by attribution

    By Jakyasar,
    • 9 replies
    • 1.4k views

  15. In-plan Roth rollovers/conversions

    By Belgarath,
    • 4 replies
    • 1.2k views

  16. spousal exception/minor child and unrelated owner

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

  17. EBAR formula for permitted disparity

    By BG5150,
    • 8 replies
    • 1.8k views

  18. Ownership by Attribution -

    By thepensionmaven,
    • 3 replies
    • 728 views

  19. Controlled Group / ASG Question

    By Lucky32,
    • 2 replies
    • 651 views

  20. Controlled group related due to minor children

    By Jakyasar,
    • 5 replies
    • 1.1k views

  21. Qualified replacement plan related - QRP

    By Jakyasar,   
    • 7 replies
    • 1.1k views

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

    By Jakyasar,
    • 2 replies
    • 705 views

  23. Company X owned by 2 separate S-Corps

    By K-t-F,
    • 15 replies
    • 1.4k views

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

    By TPApril,
    • 4 replies
    • 1.1k views

  25. 3(16) administrator signing 5500 for client question

    By BG5150,
    • 2 replies
    • 765 views

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

    By KMMB,
    • 1 reply
    • 597 views

  27. Is this partial termination?

    By Jakyasar,
    • 4 replies
    • 780 views

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

    By BG5150,
    • 4 replies
    • 841 views

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

    By BG5150,
    • 6 replies
    • 773 views

  30. Disclaim Benefits form?

    By BG5150,
    • 1 reply
    • 438 views

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

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

  32. Disability Tax Question

    By metsfan026,
    • 0 replies
    • 451 views

  33. Switching to top-paid group from lookback year for HCE determination

    By Jakyasar,
    • 4 replies
    • 1.1k views

  34. Relius users - beneficiary forms if a trust is named as beneficiary

    By Belgarath,
    • 0 replies
    • 563 views

  35. Who to contact when IRS site is wrong?

    By BG5150,
    • 14 replies
    • 1.6k views

  36. File under DFVCP without the required audit attached?

    By Janice F,
    • 3 replies
    • 1.5k views
    • WCC
    • WCC

  37. Top Heavy & catchup question

    By BG5150,
    • 6 replies
    • 965 views

  38. Earned Income for non-US citizen

    By katdmin,
    • 0 replies
    • 418 views

  39. Trustee change via restatement

    By Belgarath,
    • 10 replies
    • 1.2k views

  40. Can I still set up a profit sharing plan for 2020?

    By Jakyasar,
    • 1 reply
    • 794 views

  41. 415c limit in a 403(b) plan

    By KaJay,
    • 7 replies
    • 2.8k views

  42. Changing TPAs, need new doc--plan expense?

    By BG5150,
    • 5 replies
    • 1.5k views

  43. 414(s) related and bonuses being tested

    By Jakyasar,
    • 2 replies
    • 1.2k views

  44. E&O coverage

    By Jakyasar,
    • 0 replies
    • 523 views

  45. Correction of Top Heavy Failures; Covered by Two Plans

    By Powamow,
    • 0 replies
    • 338 views

  46. Vesting and sale of affiliate

    By Ananda,
    • 6 replies
    • 1.2k views

  47. Wants to set up pension plans for 2021 but SIMPLE plan is in existence.

    By Jakyasar,
    • 7 replies
    • 1.5k views

  48. Asset Protection

    By Dougsbpc,
    • 8 replies
    • 1.5k views

  49. Contribution Limits for 2022

    By JOH,
    • 5 replies
    • 994 views
    • JOH
    • JOH

  50. Distributions to active employees done without plan termination

    By Jakyasar,
    • 12 replies
    • 1.6k views
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