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Retirement Plans in General

5,772 topics in this forum

  1. In-plan Roth rollovers/conversions

    By Belgarath,
    • 4 replies
    • 1.3k views

  2. Controlled Group / ASG Question

    By Lucky32,
    • 2 replies
    • 664 views

  3. spousal exception/minor child and unrelated owner

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

  4. Controlled group related due to minor children

    By Jakyasar,
    • 5 replies
    • 1.2k views

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

    By KMMB,
    • 1 reply
    • 614 views

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

    By Jakyasar,
    • 2 replies
    • 717 views

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

    By TPApril,
    • 4 replies
    • 1.1k views

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

    By BG5150,
    • 4 replies
    • 859 views

  9. 3(16) administrator signing 5500 for client question

    By BG5150,
    • 2 replies
    • 774 views

  10. Is this partial termination?

    By Jakyasar,
    • 4 replies
    • 799 views

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

    By BG5150,
    • 6 replies
    • 795 views

  12. Disclaim Benefits form?

    By BG5150,
    • 1 reply
    • 453 views

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

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

  14. Trustee change via restatement

    By Belgarath,
    • 10 replies
    • 1.2k views

  15. Disability Tax Question

    By metsfan026,
    • 0 replies
    • 462 views

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

    By Jakyasar,
    • 4 replies
    • 1.1k views

  17. Who to contact when IRS site is wrong?

    By BG5150,
    • 14 replies
    • 1.6k views

  18. Top Heavy & catchup question

    By BG5150,
    • 6 replies
    • 972 views

  19. File under DFVCP without the required audit attached?

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

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

    By Belgarath,
    • 0 replies
    • 577 views

  21. 415c limit in a 403(b) plan

    By KaJay,
    • 7 replies
    • 3.1k views

  22. Earned Income for non-US citizen

    By katdmin,
    • 0 replies
    • 429 views

  23. Asset Protection

    By Dougsbpc,
    • 8 replies
    • 1.6k views

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

    By Jakyasar,
    • 1 reply
    • 805 views

  25. 414(s) related and bonuses being tested

    By Jakyasar,
    • 2 replies
    • 1.2k views

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

    By BG5150,
    • 5 replies
    • 1.5k views

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

    By Jakyasar,
    • 7 replies
    • 1.5k views

  28. E&O coverage

    By Jakyasar,
    • 0 replies
    • 535 views

  29. Vesting and sale of affiliate

    By Ananda,
    • 6 replies
    • 1.3k views

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

    By Powamow,
    • 0 replies
    • 352 views

  31. Distributions to active employees done without plan termination

    By Jakyasar,
    • 12 replies
    • 1.6k views

  32. Contribution Limits for 2022

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

  33. Softball Pension Questions 1 2

    By Basically,
    • 59 replies
    • 5.8k views

  34. Is he an employee?

    By Santo Gold,
    • 20 replies
    • 1.8k views

  35. Unintentional Control Group Consequences

    By SwimmingInBowelsOfERISA,   
    • 2 replies
    • 615 views

  36. 404(c) Protection with only brokerage accounts?

    By BG5150,
    • 4 replies
    • 1.1k views

  37. 2 Yr Eligibility for PS, can TH contrib be on vesting sched?

    By BG5150,
    • 7 replies
    • 781 views

  38. Widowed spouse does not want to be the beneficiary

    By BG5150,
    • 12 replies
    • 1.6k views

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

    By Tax Cowboy,   
    • 3 replies
    • 1.4k views

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

    By BG5150,
    • 3 replies
    • 1.4k views

  41. Is this employee a participant?

    By Jakyasar,
    • 2 replies
    • 562 views

  42. RMD- owner deceased and so is primary beneficiary

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

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

    By AlbanyConsultant,
    • 3 replies
    • 791 views

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

    By Ananda,
    • 11 replies
    • 1.8k views

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

    By Belgarath,
    • 4 replies
    • 851 views

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

    By Jakyasar,
    • 1 reply
    • 592 views

  47. "Missing" 401-k funds

    By LiteTouch,
    • 8 replies
    • 1.7k views

  48. Loan - should of been defaulted

    By Lou81,   
    • 2 replies
    • 1k views

  49. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 622 views

  50. 3 Small Businesses

    By Basically,
    • 4 replies
    • 620 views
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