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Retirement Plans in General

5,791 topics in this forum

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

    By BG5150,
    • 2 replies
    • 579 views

  2. Any correlation for contributions when spouses are involved?

    By Jakyasar,
    • 1 reply
    • 787 views

  3. 1065 Schedule K-1

    By Belgarath,
    • 2 replies
    • 490 views

  4. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr,
    • 10 replies
    • 2.7k views

  5. Spin off from ASG

    By Gilmore,
    • 1 reply
    • 571 views

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

    By Lois Baker,
    • 0 replies
    • 560 views

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

    By ESOP Guy,
    • 2 replies
    • 862 views

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

    By BG5150,
    • 1 reply
    • 845 views

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

    By Peter Gulia,
    • 13 replies
    • 2k views

  10. Esop 5500 Audit requirements inquiry

    By Tax Cowboy,   
    • 6 replies
    • 976 views

  11. EBAR formula for permitted disparity

    By BG5150,
    • 8 replies
    • 1.9k views

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

    By thepensionmaven,
    • 9 replies
    • 854 views

  13. Qualified replacement plan related - QRP

    By Jakyasar,   
    • 7 replies
    • 1.1k views

  14. HCE status determination by attribution

    By Jakyasar,
    • 9 replies
    • 1.5k views

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

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

  16. Attribution from trust

    By Bird,
    • 5 replies
    • 1k views

  17. Exclusion of Statutory Employees

    By mming,
    • 7 replies
    • 2.4k views

  18. Company X owned by 2 separate S-Corps

    By K-t-F,
    • 15 replies
    • 1.7k views

  19. Ownership by Attribution -

    By thepensionmaven,
    • 3 replies
    • 770 views

  20. In-plan Roth rollovers/conversions

    By Belgarath,
    • 4 replies
    • 1.3k views

  21. Controlled Group / ASG Question

    By Lucky32,
    • 2 replies
    • 681 views

  22. spousal exception/minor child and unrelated owner

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

  23. Controlled group related due to minor children

    By Jakyasar,
    • 5 replies
    • 1.2k views

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

    By KMMB,
    • 1 reply
    • 641 views

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

    By Jakyasar,
    • 2 replies
    • 734 views

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

    By TPApril,
    • 4 replies
    • 1.2k views

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

    By BG5150,
    • 4 replies
    • 886 views

  28. 3(16) administrator signing 5500 for client question

    By BG5150,
    • 2 replies
    • 794 views

  29. Is this partial termination?

    By Jakyasar,
    • 4 replies
    • 822 views

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

    By BG5150,
    • 6 replies
    • 840 views

  31. Disclaim Benefits form?

    By BG5150,
    • 1 reply
    • 471 views

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

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

  33. Trustee change via restatement

    By Belgarath,
    • 10 replies
    • 1.2k views

  34. Disability Tax Question

    By metsfan026,
    • 0 replies
    • 481 views

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

    By Jakyasar,
    • 4 replies
    • 1.2k views

  36. Who to contact when IRS site is wrong?

    By BG5150,
    • 14 replies
    • 1.7k views

  37. Top Heavy & catchup question

    By BG5150,
    • 6 replies
    • 994 views

  38. File under DFVCP without the required audit attached?

    By Janice F,
    • 3 replies
    • 1.6k views
    • WCC
    • WCC

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

    By Belgarath,
    • 0 replies
    • 600 views

  40. 415c limit in a 403(b) plan

    By KaJay,
    • 7 replies
    • 3.7k views

  41. Earned Income for non-US citizen

    By katdmin,
    • 0 replies
    • 443 views

  42. Asset Protection

    By Dougsbpc,
    • 8 replies
    • 1.7k views

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

    By Jakyasar,
    • 1 reply
    • 825 views

  44. 414(s) related and bonuses being tested

    By Jakyasar,
    • 2 replies
    • 1.2k views

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

    By BG5150,
    • 5 replies
    • 1.5k views

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

    By Jakyasar,
    • 7 replies
    • 1.5k views

  47. E&O coverage

    By Jakyasar,
    • 0 replies
    • 551 views

  48. Vesting and sale of affiliate

    By Ananda,
    • 6 replies
    • 1.3k views

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

    By Powamow,
    • 0 replies
    • 374 views

  50. Distributions to active employees done without plan termination

    By Jakyasar,
    • 12 replies
    • 1.7k views
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