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Retirement Plans in General

5,781 topics in this forum

  1. RMD- owner deceased and so is primary beneficiary

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

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

    By AlbanyConsultant,
    • 3 replies
    • 806 views

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

    By Ananda,
    • 11 replies
    • 1.9k views

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

    By Belgarath,
    • 4 replies
    • 864 views

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

    By Jakyasar,
    • 1 reply
    • 608 views

  6. "Missing" 401-k funds

    By LiteTouch,
    • 8 replies
    • 1.7k views

  7. Loan - should of been defaulted

    By Lou81,   
    • 2 replies
    • 1.1k views

  8. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 636 views

  9. 3 Small Businesses

    By Basically,
    • 4 replies
    • 643 views

  10. Termination of services fee from plan assets

    By Bird,
    • 3 replies
    • 3.2k views

  11. Employer/Participating Employer

    By Belgarath,
    • 8 replies
    • 1.3k views

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

    By BG5150,
    • 2 replies
    • 1.4k views

  13. Top 20 Election

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

  14. Amendment To Add Last Day Requirement

    By mming,
    • 15 replies
    • 1.9k views

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

    By BG5150,
    • 1 reply
    • 829 views

  16. "Mistake of fact"

    By Belgarath,
    • 0 replies
    • 676 views

  17. Required minimum distribution

    By Rob,
    • 3 replies
    • 1.4k views

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

    By BG5150,
    • 3 replies
    • 1.5k views

  19. Part-time employees

    By perkinsran,
    • 2 replies
    • 1.6k views

  20. IDA relief for audit?

    By SSRRS,
    • 3 replies
    • 717 views

  21. Re-Hired Employee Question

    By Dougsbpc,
    • 2 replies
    • 820 views

  22. QJSA Spousal Consent and Haiti

    By Ananda,
    • 10 replies
    • 1.3k views

  23. Mandatory Withholding Requirement Floor

    By JOH,
    • 4 replies
    • 1.1k views

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

    By Jakyasar,
    • 12 replies
    • 2.1k views

  25. Proposed Changes to Form 5500 just released

    By RatherBeGolfing,
    • 1 reply
    • 793 views

  26. Plan Name Change and TIN

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

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

    By Peter Gulia,   
    • 24 replies
    • 2.7k views

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

    By BG5150,
    • 5 replies
    • 1.9k views

  29. Am I a key employee?

    By Jakyasar,
    • 3 replies
    • 1k views

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

    By metsfan026,
    • 4 replies
    • 3.2k views

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

    By Jakyasar,
    • 2 replies
    • 1.4k views

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

    By Jakyasar,
    • 6 replies
    • 679 views

  33. amending ps plan provisions after NHCE participant terminated

    By Jakyasar,
    • 0 replies
    • 420 views

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

    By BG5150,
    • 11 replies
    • 1.3k views

  35. Prof. Jonathan Forman Dies

    By Dave Baker,
    • 2 replies
    • 1k views

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

    By Peter Gulia,   
    • 12 replies
    • 1.5k views

  37. Cycle 3 amendments for terminating plans

    By VeryOldMan,
    • 4 replies
    • 1.2k views

  38. IRS letter regarding partial termination

    By C. B. Zeller,
    • 24 replies
    • 3.5k views

  39. Credit Service for former NonResident Alien?

    By Gilmore,
    • 2 replies
    • 625 views

  40. 2 plan year deduction in one tax year - revisited + DC plan

    By Jakyasar,
    • 3 replies
    • 909 views

  41. Setting Up A Successor Trustee for Plan

    By metsfan026,
    • 3 replies
    • 1k views

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

    By Jakyasar,
    • 4 replies
    • 970 views

  43. 50% owner of LLC also works for self employed wife

    By ombskid,
    • 0 replies
    • 503 views

  44. Short plan/company year - first year

    By Jakyasar,
    • 2 replies
    • 627 views

  45. Rev Rul 76-28

    By Jakyasar,
    • 1 reply
    • 856 views

  46. Full Vesting Upon Attainment of Normal Retirement Age; Occurs as Long as Employed by a Member of the Controlled Group in Which the Endorsing Entity Occurs; the Member of the Controlled Group Lacking an Endorsement of the Plan Lacks Effect on the Situation

    By Pathfinder,   
    • 2 replies
    • 1.1k views

  47. Understanding Affiliated Service Groups

    By Carrie,
    • 2 replies
    • 1.2k views

  48. State Pension Plan

    By SaraJames,   
    • 1 reply
    • 667 views

  49. Excess DB Assets, seven years of transfers is up, but still funds remaining. Now what?

    By BG5150,
    • 3 replies
    • 1.1k views

  50. One owner, multiple companies - single or multiple employer plan?

    By TPApril,
    • 1 reply
    • 695 views
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