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Retirement Plans in General

5,761 topics in this forum

  1. Disclaim Benefits form?

    By BG5150,
    • 1 reply
    • 444 views

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

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

  3. Trustee change via restatement

    By Belgarath,
    • 10 replies
    • 1.2k views

  4. Disability Tax Question

    By metsfan026,
    • 0 replies
    • 456 views

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

    By Jakyasar,
    • 4 replies
    • 1.1k views

  6. Who to contact when IRS site is wrong?

    By BG5150,
    • 14 replies
    • 1.6k views

  7. Top Heavy & catchup question

    By BG5150,
    • 6 replies
    • 968 views

  8. File under DFVCP without the required audit attached?

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

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

    By Belgarath,
    • 0 replies
    • 566 views

  10. 415c limit in a 403(b) plan

    By KaJay,
    • 7 replies
    • 2.9k views

  11. Earned Income for non-US citizen

    By katdmin,
    • 0 replies
    • 422 views

  12. Asset Protection

    By Dougsbpc,
    • 8 replies
    • 1.6k views

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

    By Jakyasar,
    • 1 reply
    • 799 views

  14. 414(s) related and bonuses being tested

    By Jakyasar,
    • 2 replies
    • 1.2k views

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

    By BG5150,
    • 5 replies
    • 1.5k views

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

    By Jakyasar,
    • 7 replies
    • 1.5k views

  17. E&O coverage

    By Jakyasar,
    • 0 replies
    • 528 views

  18. Vesting and sale of affiliate

    By Ananda,
    • 6 replies
    • 1.2k views

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

    By Powamow,
    • 0 replies
    • 343 views

  20. Distributions to active employees done without plan termination

    By Jakyasar,
    • 12 replies
    • 1.6k views

  21. Contribution Limits for 2022

    By JOH,
    • 5 replies
    • 1k views
    • JOH
    • JOH

  22. Softball Pension Questions 1 2

    By Basically,
    • 59 replies
    • 5.7k views

  23. Is he an employee?

    By Santo Gold,
    • 20 replies
    • 1.8k views

  24. Unintentional Control Group Consequences

    By SwimmingInBowelsOfERISA,   
    • 2 replies
    • 606 views

  25. 404(c) Protection with only brokerage accounts?

    By BG5150,
    • 4 replies
    • 1.1k views

  26. 2 Yr Eligibility for PS, can TH contrib be on vesting sched?

    By BG5150,
    • 7 replies
    • 772 views

  27. Widowed spouse does not want to be the beneficiary

    By BG5150,
    • 12 replies
    • 1.5k views

  28. DC Plan with life insurance strategy /DOL PTE 92-6

    By Tax Cowboy,   
    • 3 replies
    • 1.3k views

  29. Buyback of vacation pay--subject to 401(k)? And New Comparability question.

    By BG5150,
    • 3 replies
    • 1.3k views

  30. Is this employee a participant?

    By Jakyasar,
    • 2 replies
    • 556 views

  31. RMD- owner deceased and so is primary beneficiary

    By Lou81,   
    • 3 replies
    • 810 views
    • JOH
    • JOH

  32. one person plan... owner deceased, final 5500 never filed

    By AlbanyConsultant,
    • 3 replies
    • 780 views

  33. SPD provided to employees "eligible to participate" in plan

    By Ananda,
    • 11 replies
    • 1.8k views

  34. Date amendment must be signed on conversion of Money Purchase Plan to PS plan

    By Belgarath,
    • 4 replies
    • 841 views

  35. Cash Balance (CB)+Profit Sharing (PS) Combo deduction - non-PBGC Plan

    By Jakyasar,
    • 1 reply
    • 584 views

  36. "Missing" 401-k funds

    By LiteTouch,
    • 8 replies
    • 1.6k views

  37. Loan - should of been defaulted

    By Lou81,   
    • 2 replies
    • 1k views

  38. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 614 views

  39. 3 Small Businesses

    By Basically,
    • 4 replies
    • 612 views

  40. Termination of services fee from plan assets

    By Bird,
    • 3 replies
    • 2.8k views

  41. Employer/Participating Employer

    By Belgarath,
    • 8 replies
    • 1.2k views

  42. What is TPA exposure for reporting late deferrals on 5500?

    By BG5150,
    • 2 replies
    • 1.4k views

  43. Top 20 Election

    By Cloudy,
    • 4 replies
    • 1.2k views
    • Bri
    • Bri

  44. Amendment To Add Last Day Requirement

    By mming,
    • 15 replies
    • 1.9k views

  45. Can cost of fidelity bond be assessed to plan?

    By BG5150,
    • 1 reply
    • 803 views

  46. "Mistake of fact"

    By Belgarath,
    • 0 replies
    • 657 views

  47. Required minimum distribution

    By Rob,
    • 3 replies
    • 1.4k views

  48. Are late deposits of deferrals considered an operational error?

    By BG5150,
    • 3 replies
    • 1.5k views

  49. Part-time employees

    By perkinsran,
    • 2 replies
    • 1.6k views

  50. IDA relief for audit?

    By SSRRS,
    • 3 replies
    • 695 views
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