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Retirement Plans in General

5,802 topics in this forum

  1. 415c limit in a 403(b) plan

    By KaJay,
    • 7 replies
    • 4.4k views

  2. Earned Income for non-US citizen

    By katdmin,
    • 0 replies
    • 475 views

  3. Asset Protection

    By Dougsbpc,
    • 8 replies
    • 1.8k views

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

    By Jakyasar,
    • 1 reply
    • 870 views

  5. 414(s) related and bonuses being tested

    By Jakyasar,
    • 2 replies
    • 1.3k views

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

    By BG5150,
    • 5 replies
    • 1.6k views

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

    By Jakyasar,
    • 7 replies
    • 1.6k views

  8. E&O coverage

    By Jakyasar,
    • 0 replies
    • 594 views

  9. Vesting and sale of affiliate

    By Ananda,
    • 6 replies
    • 1.4k views

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

    By Powamow,
    • 0 replies
    • 404 views

  11. Distributions to active employees done without plan termination

    By Jakyasar,
    • 12 replies
    • 1.8k views

  12. Contribution Limits for 2022

    By JOH,
    • 5 replies
    • 1.1k views
    • JOH
    • JOH

  13. Softball Pension Questions 1 2

    By Basically,
    • 59 replies
    • 6.5k views

  14. Is he an employee?

    By Santo Gold,
    • 20 replies
    • 2k views

  15. Unintentional Control Group Consequences

    By SwimmingInBowelsOfERISA,   
    • 2 replies
    • 679 views

  16. 404(c) Protection with only brokerage accounts?

    By BG5150,
    • 4 replies
    • 1.4k views

  17. 2 Yr Eligibility for PS, can TH contrib be on vesting sched?

    By BG5150,
    • 7 replies
    • 886 views

  18. Widowed spouse does not want to be the beneficiary

    By BG5150,
    • 12 replies
    • 2k views

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

    By Tax Cowboy,   
    • 3 replies
    • 1.6k views

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

    By BG5150,
    • 3 replies
    • 1.5k views

  21. Is this employee a participant?

    By Jakyasar,
    • 2 replies
    • 655 views

  22. RMD- owner deceased and so is primary beneficiary

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

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

    By AlbanyConsultant,
    • 3 replies
    • 881 views

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

    By Ananda,
    • 11 replies
    • 2.1k views

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

    By Belgarath,
    • 4 replies
    • 920 views

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

    By Jakyasar,
    • 1 reply
    • 652 views

  27. "Missing" 401-k funds

    By LiteTouch,
    • 8 replies
    • 1.9k views

  28. Loan - should of been defaulted

    By Lou81,   
    • 2 replies
    • 1.1k views

  29. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 692 views

  30. 3 Small Businesses

    By Basically,
    • 4 replies
    • 709 views

  31. Termination of services fee from plan assets

    By Bird,
    • 3 replies
    • 3.7k views

  32. Employer/Participating Employer

    By Belgarath,
    • 8 replies
    • 1.3k views

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

    By BG5150,
    • 2 replies
    • 1.5k views

  34. Top 20 Election

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

  35. Amendment To Add Last Day Requirement

    By mming,
    • 15 replies
    • 2.2k views

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

    By BG5150,
    • 1 reply
    • 870 views

  37. "Mistake of fact"

    By Belgarath,
    • 0 replies
    • 715 views

  38. Required minimum distribution

    By Rob,
    • 3 replies
    • 1.5k views

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

    By BG5150,
    • 3 replies
    • 1.6k views

  40. Part-time employees

    By perkinsran,
    • 2 replies
    • 1.7k views

  41. IDA relief for audit?

    By SSRRS,
    • 3 replies
    • 783 views

  42. Re-Hired Employee Question

    By Dougsbpc,
    • 2 replies
    • 863 views

  43. QJSA Spousal Consent and Haiti

    By Ananda,
    • 10 replies
    • 1.5k views

  44. Mandatory Withholding Requirement Floor

    By JOH,
    • 4 replies
    • 1.1k views

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

    By Jakyasar,
    • 12 replies
    • 2.2k views

  46. Proposed Changes to Form 5500 just released

    By RatherBeGolfing,
    • 1 reply
    • 827 views

  47. Plan Name Change and TIN

    By Karen McIver,
    • 1 reply
    • 1.1k views
    • Bird
    • Bird

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

    By Peter Gulia,   
    • 24 replies
    • 3k views

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

    By BG5150,
    • 5 replies
    • 2.1k views

  50. Am I a key employee?

    By Jakyasar,
    • 3 replies
    • 1.1k views
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