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Retirement Plans in General

5,768 topics in this forum

  1. Amendment To Add Last Day Requirement

    By mming,
    • 15 replies
    • 1.9k views

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

    By BG5150,
    • 1 reply
    • 811 views

  3. "Mistake of fact"

    By Belgarath,
    • 0 replies
    • 661 views

  4. Required minimum distribution

    By Rob,
    • 3 replies
    • 1.4k views

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

    By BG5150,
    • 3 replies
    • 1.5k views

  6. Part-time employees

    By perkinsran,
    • 2 replies
    • 1.6k views

  7. IDA relief for audit?

    By SSRRS,
    • 3 replies
    • 699 views

  8. Re-Hired Employee Question

    By Dougsbpc,
    • 2 replies
    • 802 views

  9. QJSA Spousal Consent and Haiti

    By Ananda,
    • 10 replies
    • 1.3k views

  10. Mandatory Withholding Requirement Floor

    By JOH,
    • 4 replies
    • 1k views

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

    By Jakyasar,
    • 12 replies
    • 2.1k views

  12. Proposed Changes to Form 5500 just released

    By RatherBeGolfing,
    • 1 reply
    • 789 views

  13. Plan Name Change and TIN

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

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

    By Peter Gulia,   
    • 24 replies
    • 2.6k views

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

    By BG5150,
    • 5 replies
    • 1.9k views

  16. Am I a key employee?

    By Jakyasar,
    • 3 replies
    • 1k views

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

    By metsfan026,
    • 4 replies
    • 3k views

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

    By Jakyasar,
    • 2 replies
    • 1.3k views

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

    By Jakyasar,
    • 6 replies
    • 663 views

  20. amending ps plan provisions after NHCE participant terminated

    By Jakyasar,
    • 0 replies
    • 406 views

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

    By BG5150,
    • 11 replies
    • 1.3k views

  22. Prof. Jonathan Forman Dies

    By Dave Baker,
    • 2 replies
    • 992 views

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

    By Peter Gulia,   
    • 12 replies
    • 1.4k views

  24. Cycle 3 amendments for terminating plans

    By VeryOldMan,
    • 4 replies
    • 1.2k views

  25. IRS letter regarding partial termination

    By C. B. Zeller,
    • 24 replies
    • 3.3k views

  26. Credit Service for former NonResident Alien?

    By Gilmore,
    • 2 replies
    • 607 views

  27. 2 plan year deduction in one tax year - revisited + DC plan

    By Jakyasar,
    • 3 replies
    • 891 views

  28. Setting Up A Successor Trustee for Plan

    By metsfan026,
    • 3 replies
    • 985 views

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

    By Jakyasar,
    • 4 replies
    • 951 views

  30. 50% owner of LLC also works for self employed wife

    By ombskid,
    • 0 replies
    • 483 views

  31. Short plan/company year - first year

    By Jakyasar,
    • 2 replies
    • 603 views

  32. Rev Rul 76-28

    By Jakyasar,
    • 1 reply
    • 831 views

  33. 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
    • 1k views

  34. Understanding Affiliated Service Groups

    By Carrie,
    • 2 replies
    • 1.1k views

  35. State Pension Plan

    By SaraJames,   
    • 1 reply
    • 646 views

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

    By BG5150,
    • 3 replies
    • 1.1k views

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

    By TPApril,
    • 1 reply
    • 665 views

  38. No fail safe language but too late for -11(g)

    By BG5150,
    • 1 reply
    • 862 views

  39. What is an "disposition or acquisition" for purposes of 410(b)(6)(C)?

    By Luke Bailey,
    • 5 replies
    • 2.2k views

  40. Required Minimum Distribution

    By Lou81,
    • 5 replies
    • 1k views

  41. Does a controlled group member need to adopt the group's plan if the plan document says that it includes controlled group members automatically?

    By Luke Bailey,
    • 4 replies
    • 1.7k views

  42. Lifetime Income Disclosure

    By Remote Kathleen,
    • 5 replies
    • 977 views

  43. Profit Sharing Only Plan (no 401(k))

    By Sue B,
    • 10 replies
    • 1.4k views

  44. Rev Proc 2021-30

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  45. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold,
    • 1 reply
    • 693 views

  46. Single Member 401(k) - Excess Contribution Solution

    By K-t-F,
    • 1 reply
    • 691 views

  47. Is this a reasonable class to put in document as a category exclusion?

    By Jakyasar,
    • 2 replies
    • 783 views

  48. Foreign investments in 401(k) Plan

    By Belgarath,
    • 4 replies
    • 1.1k views

  49. Short Plan Year BIS

    By ESOP Guy,
    • 2 replies
    • 827 views

  50. Form 5310 - Electronic Filing

    By Michelle Mianecki,
    • 0 replies
    • 610 views
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