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Retirement Plans in General

5,811 topics in this forum

  1. 1099-NEC for services rendered?

    By K-t-F,
    • 3 replies
    • 922 views

  2. Top Heavy Determination

    By Basically,
    • 6 replies
    • 1.1k views

  3. Lifetime Income Disclosures - Calculation Details

    By Leopurrd-401k,
    • 5 replies
    • 1.6k views

  4. Does plan sponsor need EIN to create a 401k Plan?

    By Santo Gold,
    • 16 replies
    • 5.7k views

  5. Sort of Abandoned Plan

    By thepensionmaven,
    • 3 replies
    • 727 views

  6. Vesting from Effective Date of the Plan

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  7. Leaving a Controlled Group

    By B21,
    • 4 replies
    • 1.2k views

  8. Providing benefit for HCE worked under 1000 requirement

    By Jakyasar,
    • 10 replies
    • 1.9k views

  9. Plan Sponsor changes from Sole Proprietor to Corporation

    By rodin011,
    • 2 replies
    • 690 views

  10. Dental practice with 3 plans

    By thepensionmaven,
    • 13 replies
    • 1.6k views

  11. Compensation used in a 401k plan

    By Santo Gold,
    • 1 reply
    • 1.1k views

  12. Employee Does not Want Money Purchase Benefit

    By Benefits Vet,
    • 10 replies
    • 1.3k views

  13. Contribution Just Realized They Did Not Fund Safe Harbor Match for 2020

    By mjf06241972,
    • 4 replies
    • 1k views

  14. Cycle 3 Restatements

    By DCPensionGal,
    • 0 replies
    • 507 views

  15. DC plan has standardized prototype but DB plan has volume submitter

    By Jakyasar,
    • 2 replies
    • 571 views

  16. Husband & wife plan, now divorced

    By BG5150,
    • 1 reply
    • 1.1k views
    • Bri
    • Bri

  17. Combined plan deduction limit - non-PBGC

    By Jakyasar,
    • 1 reply
    • 1k views

  18. Restatement effective 1/1/21, signed in 2022--consequences?

    By BG5150,
    • 4 replies
    • 1.2k views

  19. How to find out if TIN was deactivated

    By BG5150,
    • 4 replies
    • 3.3k views

  20. Missing Forms 945 per IRS

    By WDIK,
    • 0 replies
    • 648 views

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

    By BG5150,
    • 2 replies
    • 668 views

  22. Any correlation for contributions when spouses are involved?

    By Jakyasar,
    • 1 reply
    • 845 views

  23. 1065 Schedule K-1

    By Belgarath,
    • 2 replies
    • 557 views

  24. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr,
    • 10 replies
    • 3.2k views

  25. Spin off from ASG

    By Gilmore,
    • 1 reply
    • 626 views

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

    By Lois Baker,
    • 0 replies
    • 608 views

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

    By ESOP Guy,
    • 2 replies
    • 932 views

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

    By BG5150,
    • 1 reply
    • 913 views

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

    By Peter Gulia,
    • 13 replies
    • 2.6k views

  30. Esop 5500 Audit requirements inquiry

    By Tax Cowboy,   
    • 6 replies
    • 1.1k views

  31. EBAR formula for permitted disparity

    By BG5150,
    • 8 replies
    • 2k views

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

    By thepensionmaven,
    • 9 replies
    • 959 views

  33. Qualified replacement plan related - QRP

    By Jakyasar,   
    • 7 replies
    • 1.2k views

  34. HCE status determination by attribution

    By Jakyasar,
    • 9 replies
    • 1.6k views

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

    By BG5150,
    • 3 replies
    • 1.3k views
    • Bri
    • Bri

  36. Attribution from trust

    By Bird,
    • 5 replies
    • 1.2k views

  37. Exclusion of Statutory Employees

    By mming,
    • 7 replies
    • 2.7k views

  38. Company X owned by 2 separate S-Corps

    By K-t-F,
    • 15 replies
    • 2.1k views

  39. Ownership by Attribution -

    By thepensionmaven,
    • 3 replies
    • 842 views

  40. In-plan Roth rollovers/conversions

    By Belgarath,
    • 4 replies
    • 1.4k views

  41. Controlled Group / ASG Question

    By Lucky32,
    • 2 replies
    • 752 views

  42. spousal exception/minor child and unrelated owner

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

  43. Controlled group related due to minor children

    By Jakyasar,
    • 5 replies
    • 1.3k views

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

    By KMMB,
    • 1 reply
    • 710 views

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

    By Jakyasar,
    • 2 replies
    • 796 views

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

    By TPApril,
    • 4 replies
    • 1.3k views

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

    By BG5150,
    • 4 replies
    • 964 views

  48. 3(16) administrator signing 5500 for client question

    By BG5150,
    • 2 replies
    • 856 views

  49. Is this partial termination?

    By Jakyasar,
    • 4 replies
    • 903 views

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

    By BG5150,
    • 6 replies
    • 954 views
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