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Retirement Plans in General

5,781 topics in this forum

  1. EBAR formula for permitted disparity

    By BG5150,
    • 8 replies
    • 1.8k views

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

    By thepensionmaven,
    • 9 replies
    • 835 views

  3. Qualified replacement plan related - QRP

    By Jakyasar,   
    • 7 replies
    • 1.1k views

  4. HCE status determination by attribution

    By Jakyasar,
    • 9 replies
    • 1.5k views

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

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

  6. Attribution from trust

    By Bird,
    • 5 replies
    • 985 views

  7. Exclusion of Statutory Employees

    By mming,
    • 7 replies
    • 2.3k views

  8. Company X owned by 2 separate S-Corps

    By K-t-F,
    • 15 replies
    • 1.6k views

  9. Ownership by Attribution -

    By thepensionmaven,
    • 3 replies
    • 762 views

  10. In-plan Roth rollovers/conversions

    By Belgarath,
    • 4 replies
    • 1.3k views

  11. Controlled Group / ASG Question

    By Lucky32,
    • 2 replies
    • 676 views

  12. spousal exception/minor child and unrelated owner

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

  13. Controlled group related due to minor children

    By Jakyasar,
    • 5 replies
    • 1.2k views

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

    By KMMB,
    • 1 reply
    • 633 views

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

    By Jakyasar,
    • 2 replies
    • 730 views

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

    By TPApril,
    • 4 replies
    • 1.2k views

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

    By BG5150,
    • 4 replies
    • 870 views

  18. 3(16) administrator signing 5500 for client question

    By BG5150,
    • 2 replies
    • 788 views

  19. Is this partial termination?

    By Jakyasar,
    • 4 replies
    • 813 views

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

    By BG5150,
    • 6 replies
    • 818 views

  21. Disclaim Benefits form?

    By BG5150,
    • 1 reply
    • 465 views

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

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

  23. Trustee change via restatement

    By Belgarath,
    • 10 replies
    • 1.2k views

  24. Disability Tax Question

    By metsfan026,
    • 0 replies
    • 475 views

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

    By Jakyasar,
    • 4 replies
    • 1.2k views

  26. Who to contact when IRS site is wrong?

    By BG5150,
    • 14 replies
    • 1.6k views

  27. Top Heavy & catchup question

    By BG5150,
    • 6 replies
    • 987 views

  28. File under DFVCP without the required audit attached?

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

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

    By Belgarath,
    • 0 replies
    • 590 views

  30. 415c limit in a 403(b) plan

    By KaJay,
    • 7 replies
    • 3.5k views

  31. Earned Income for non-US citizen

    By katdmin,
    • 0 replies
    • 438 views

  32. Asset Protection

    By Dougsbpc,
    • 8 replies
    • 1.7k views

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

    By Jakyasar,
    • 1 reply
    • 818 views

  34. 414(s) related and bonuses being tested

    By Jakyasar,
    • 2 replies
    • 1.2k views

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

    By BG5150,
    • 5 replies
    • 1.5k views

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

    By Jakyasar,
    • 7 replies
    • 1.5k views

  37. E&O coverage

    By Jakyasar,
    • 0 replies
    • 548 views

  38. Vesting and sale of affiliate

    By Ananda,
    • 6 replies
    • 1.3k views

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

    By Powamow,
    • 0 replies
    • 364 views

  40. Distributions to active employees done without plan termination

    By Jakyasar,
    • 12 replies
    • 1.6k views

  41. Contribution Limits for 2022

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

  42. Softball Pension Questions 1 2

    By Basically,
    • 59 replies
    • 5.9k views

  43. Is he an employee?

    By Santo Gold,
    • 20 replies
    • 1.9k views

  44. Unintentional Control Group Consequences

    By SwimmingInBowelsOfERISA,   
    • 2 replies
    • 631 views

  45. 404(c) Protection with only brokerage accounts?

    By BG5150,
    • 4 replies
    • 1.2k views

  46. 2 Yr Eligibility for PS, can TH contrib be on vesting sched?

    By BG5150,
    • 7 replies
    • 799 views

  47. Widowed spouse does not want to be the beneficiary

    By BG5150,
    • 12 replies
    • 1.7k views

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

    By Tax Cowboy,   
    • 3 replies
    • 1.4k views

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

    By BG5150,
    • 3 replies
    • 1.4k views

  50. Is this employee a participant?

    By Jakyasar,
    • 2 replies
    • 577 views
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