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Retirement Plans in General

5,751 topics in this forum

  1. Earned Income for non-US citizen

    By katdmin,
    • 0 replies
    • 418 views

  2. Asset Protection

    By Dougsbpc,
    • 8 replies
    • 1.5k views

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

    By Jakyasar,
    • 1 reply
    • 793 views

  4. 414(s) related and bonuses being tested

    By Jakyasar,
    • 2 replies
    • 1.2k views

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

    By BG5150,
    • 5 replies
    • 1.5k views

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

    By Jakyasar,
    • 7 replies
    • 1.5k views

  7. E&O coverage

    By Jakyasar,
    • 0 replies
    • 522 views

  8. Vesting and sale of affiliate

    By Ananda,
    • 6 replies
    • 1.2k views

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

    By Powamow,
    • 0 replies
    • 337 views

  10. Distributions to active employees done without plan termination

    By Jakyasar,
    • 12 replies
    • 1.6k views

  11. Contribution Limits for 2022

    By JOH,
    • 5 replies
    • 993 views
    • JOH
    • JOH

  12. Softball Pension Questions 1 2

    By Basically,
    • 59 replies
    • 5.7k views

  13. Is he an employee?

    By Santo Gold,
    • 20 replies
    • 1.8k views

  14. Unintentional Control Group Consequences

    By SwimmingInBowelsOfERISA,   
    • 2 replies
    • 597 views

  15. 404(c) Protection with only brokerage accounts?

    By BG5150,
    • 4 replies
    • 1.1k views

  16. 2 Yr Eligibility for PS, can TH contrib be on vesting sched?

    By BG5150,
    • 7 replies
    • 767 views

  17. Widowed spouse does not want to be the beneficiary

    By BG5150,
    • 12 replies
    • 1.5k views

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

    By Tax Cowboy,   
    • 3 replies
    • 1.3k views

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

    By BG5150,
    • 3 replies
    • 1.3k views

  20. Is this employee a participant?

    By Jakyasar,
    • 2 replies
    • 552 views

  21. RMD- owner deceased and so is primary beneficiary

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

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

    By AlbanyConsultant,
    • 3 replies
    • 767 views

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

    By Ananda,
    • 11 replies
    • 1.8k views

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

    By Belgarath,
    • 4 replies
    • 831 views

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

    By Jakyasar,
    • 1 reply
    • 574 views

  26. "Missing" 401-k funds

    By LiteTouch,
    • 8 replies
    • 1.6k views

  27. Loan - should of been defaulted

    By Lou81,   
    • 2 replies
    • 1k views

  28. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 603 views

  29. 3 Small Businesses

    By Basically,
    • 4 replies
    • 605 views

  30. Termination of services fee from plan assets

    By Bird,
    • 3 replies
    • 2.6k views

  31. Employer/Participating Employer

    By Belgarath,
    • 8 replies
    • 1.2k views

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

    By BG5150,
    • 2 replies
    • 1.4k views

  33. Top 20 Election

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

  34. Amendment To Add Last Day Requirement

    By mming,
    • 15 replies
    • 1.8k views

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

    By BG5150,
    • 1 reply
    • 793 views

  36. "Mistake of fact"

    By Belgarath,
    • 0 replies
    • 651 views

  37. Required minimum distribution

    By Rob,
    • 3 replies
    • 1.4k views

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

    By BG5150,
    • 3 replies
    • 1.4k views

  39. Part-time employees

    By perkinsran,
    • 2 replies
    • 1.6k views

  40. IDA relief for audit?

    By SSRRS,
    • 3 replies
    • 681 views

  41. Re-Hired Employee Question

    By Dougsbpc,
    • 2 replies
    • 782 views

  42. QJSA Spousal Consent and Haiti

    By Ananda,
    • 10 replies
    • 1.3k views

  43. Mandatory Withholding Requirement Floor

    By JOH,
    • 4 replies
    • 984 views

  44. IR-2021-179 Tax Relief for Ida victims

    By Jakyasar,
    • 12 replies
    • 2.1k views

  45. Proposed Changes to Form 5500 just released

    By RatherBeGolfing,
    • 1 reply
    • 774 views

  46. Plan Name Change and TIN

    By Karen McIver,
    • 1 reply
    • 945 views
    • Bird
    • Bird

  47. Are you ready for your client to be compelled to provide an annuity payout?

    By Peter Gulia,   
    • 24 replies
    • 2.5k views

  48. Terminated plan, ER doesnt want to pay for 5500

    By BG5150,
    • 5 replies
    • 1.8k views

  49. Am I a key employee?

    By Jakyasar,
    • 3 replies
    • 997 views

  50. Does A Plan Need It's Own TIN?

    By metsfan026,
    • 4 replies
    • 2.8k views
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