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Retirement Plans in General

5,761 topics in this forum

  1. Re-Hired Employee Question

    By Dougsbpc,
    • 2 replies
    • 793 views

  2. QJSA Spousal Consent and Haiti

    By Ananda,
    • 10 replies
    • 1.3k views

  3. Mandatory Withholding Requirement Floor

    By JOH,
    • 4 replies
    • 1k views

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

    By Jakyasar,
    • 12 replies
    • 2.1k views

  5. Proposed Changes to Form 5500 just released

    By RatherBeGolfing,
    • 1 reply
    • 785 views

  6. Plan Name Change and TIN

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

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

    By Peter Gulia,   
    • 24 replies
    • 2.6k views

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

    By BG5150,
    • 5 replies
    • 1.9k views

  9. Am I a key employee?

    By Jakyasar,
    • 3 replies
    • 1k views

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

    By metsfan026,
    • 4 replies
    • 2.9k views

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

    By Jakyasar,
    • 2 replies
    • 1.3k views

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

    By Jakyasar,
    • 6 replies
    • 658 views

  13. amending ps plan provisions after NHCE participant terminated

    By Jakyasar,
    • 0 replies
    • 403 views

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

    By BG5150,
    • 11 replies
    • 1.3k views

  15. Prof. Jonathan Forman Dies

    By Dave Baker,
    • 2 replies
    • 983 views

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

    By Peter Gulia,   
    • 12 replies
    • 1.4k views

  17. Cycle 3 amendments for terminating plans

    By VeryOldMan,
    • 4 replies
    • 1.2k views

  18. IRS letter regarding partial termination

    By C. B. Zeller,
    • 24 replies
    • 3.2k views

  19. Credit Service for former NonResident Alien?

    By Gilmore,
    • 2 replies
    • 600 views

  20. 2 plan year deduction in one tax year - revisited + DC plan

    By Jakyasar,
    • 3 replies
    • 885 views

  21. Setting Up A Successor Trustee for Plan

    By metsfan026,
    • 3 replies
    • 977 views

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

    By Jakyasar,
    • 4 replies
    • 945 views

  23. 50% owner of LLC also works for self employed wife

    By ombskid,
    • 0 replies
    • 478 views

  24. Short plan/company year - first year

    By Jakyasar,
    • 2 replies
    • 600 views

  25. Rev Rul 76-28

    By Jakyasar,
    • 1 reply
    • 824 views

  26. 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

  27. Understanding Affiliated Service Groups

    By Carrie,
    • 2 replies
    • 1.1k views

  28. State Pension Plan

    By SaraJames,   
    • 1 reply
    • 638 views

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

    By BG5150,
    • 3 replies
    • 1.1k views

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

    By TPApril,
    • 1 reply
    • 657 views

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

    By BG5150,
    • 1 reply
    • 857 views

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

    By Luke Bailey,
    • 5 replies
    • 2.1k views

  33. Required Minimum Distribution

    By Lou81,
    • 5 replies
    • 996 views

  34. 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

  35. Lifetime Income Disclosure

    By Remote Kathleen,
    • 5 replies
    • 967 views

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

    By Sue B,
    • 10 replies
    • 1.4k views

  37. Rev Proc 2021-30

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  38. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold,
    • 1 reply
    • 687 views

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

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

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

    By Jakyasar,
    • 2 replies
    • 778 views

  41. Foreign investments in 401(k) Plan

    By Belgarath,
    • 4 replies
    • 1.1k views

  42. Short Plan Year BIS

    By ESOP Guy,
    • 2 replies
    • 813 views

  43. Form 5310 - Electronic Filing

    By Michelle Mianecki,
    • 0 replies
    • 605 views

  44. CalSavers

    By Cynchbeast,
    • 2 replies
    • 1.6k views

  45. Can a management group establish a retirement plan?

    By Santo Gold,
    • 4 replies
    • 1.2k views

  46. counting prior service for eligibility

    By Jakyasar,
    • 7 replies
    • 996 views

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

    By Jakyasar,
    • 4 replies
    • 798 views

  48. Combo plans - gateway issues

    By Jakyasar,
    • 1 reply
    • 921 views

  49. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller,
    • 2 replies
    • 721 views

  50. Terminated participant fees

    By Belgarath,
    • 16 replies
    • 1.4k views
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