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Retirement Plans in General

5,753 topics in this forum

  1. Is he an employee?

    By Santo Gold,
    • 20 replies
    • 1.8k views

  2. Unintentional Control Group Consequences

    By SwimmingInBowelsOfERISA,   
    • 2 replies
    • 598 views

  3. 404(c) Protection with only brokerage accounts?

    By BG5150,
    • 4 replies
    • 1.1k views

  4. 2 Yr Eligibility for PS, can TH contrib be on vesting sched?

    By BG5150,
    • 7 replies
    • 767 views

  5. Widowed spouse does not want to be the beneficiary

    By BG5150,
    • 12 replies
    • 1.5k views

  6. Is this employee a participant?

    By Jakyasar,
    • 2 replies
    • 552 views

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

    By BG5150,
    • 3 replies
    • 1.3k views

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

    By Tax Cowboy,   
    • 3 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 3 replies
    • 775 views

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

    By Ananda,
    • 11 replies
    • 1.8k views

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

    By Belgarath,
    • 4 replies
    • 833 views

  12. RMD- owner deceased and so is primary beneficiary

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

  13. Loan - should of been defaulted

    By Lou81,   
    • 2 replies
    • 1k views

  14. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 605 views

  15. 3 Small Businesses

    By Basically,
    • 4 replies
    • 606 views

  16. Termination of services fee from plan assets

    By Bird,
    • 3 replies
    • 2.7k views

  17. "Missing" 401-k funds

    By LiteTouch,
    • 8 replies
    • 1.6k views

  18. Employer/Participating Employer

    By Belgarath,
    • 8 replies
    • 1.2k views

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

    By BG5150,
    • 1 reply
    • 799 views

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

    By BG5150,
    • 2 replies
    • 1.4k views

  21. "Mistake of fact"

    By Belgarath,
    • 0 replies
    • 654 views

  22. Required minimum distribution

    By Rob,
    • 3 replies
    • 1.4k views

  23. Amendment To Add Last Day Requirement

    By mming,
    • 15 replies
    • 1.8k views

  24. Part-time employees

    By perkinsran,
    • 2 replies
    • 1.6k views

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

    By BG5150,
    • 3 replies
    • 1.4k views

  26. Re-Hired Employee Question

    By Dougsbpc,
    • 2 replies
    • 784 views

  27. QJSA Spousal Consent and Haiti

    By Ananda,
    • 10 replies
    • 1.3k views

  28. Mandatory Withholding Requirement Floor

    By JOH,
    • 4 replies
    • 986 views

  29. IDA relief for audit?

    By SSRRS,
    • 3 replies
    • 682 views

  30. Proposed Changes to Form 5500 just released

    By RatherBeGolfing,
    • 1 reply
    • 775 views

  31. Plan Name Change and TIN

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

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

    By BG5150,
    • 5 replies
    • 1.8k views

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

    By Jakyasar,
    • 12 replies
    • 2.1k views

  34. Am I a key employee?

    By Jakyasar,
    • 3 replies
    • 999 views

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

    By Peter Gulia,   
    • 24 replies
    • 2.5k views

  36. Transfer to Qualified Replacement Plan (QRP) - subject to QJSA?

    By Jakyasar,
    • 2 replies
    • 1.3k views

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

    By metsfan026,
    • 4 replies
    • 2.8k views

  38. What is the deduction limit for 2021 and also the testing salary?

    By Jakyasar,
    • 6 replies
    • 644 views

  39. amending ps plan provisions after NHCE participant terminated

    By Jakyasar,
    • 0 replies
    • 398 views

  40. Employer over-deposited PS to holding account--now what

    By BG5150,
    • 11 replies
    • 1.3k views

  41. Cycle 3 amendments for terminating plans

    By VeryOldMan,
    • 4 replies
    • 1.2k views

  42. Do recordkeepers differ in what they offer for cybersecurity?

    By Peter Gulia,   
    • 12 replies
    • 1.4k views

  43. Credit Service for former NonResident Alien?

    By Gilmore,
    • 2 replies
    • 586 views

  44. 2 plan year deduction in one tax year - revisited + DC plan

    By Jakyasar,
    • 3 replies
    • 877 views

  45. Prof. Jonathan Forman Dies

    By Dave Baker,
    • 2 replies
    • 961 views

  46. 50% owner of LLC also works for self employed wife

    By ombskid,
    • 0 replies
    • 469 views

  47. Setting Up A Successor Trustee for Plan

    By metsfan026,
    • 3 replies
    • 969 views

  48. Short plan/company year - first year

    By Jakyasar,
    • 2 replies
    • 593 views

  49. Rev Rul 76-28

    By Jakyasar,
    • 1 reply
    • 812 views

  50. Setting up a DB plan for 2020 but deducting in 2021

    By Jakyasar,
    • 4 replies
    • 937 views
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