Jump to content

Retirement Plans in General

5,772 topics in this forum

  1. Termination of services fee from plan assets

    By Bird,
    • 3 replies
    • 2.9k views

  2. Employer/Participating Employer

    By Belgarath,
    • 8 replies
    • 1.2k views

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

    By BG5150,
    • 2 replies
    • 1.4k views

  4. Top 20 Election

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

  5. Amendment To Add Last Day Requirement

    By mming,
    • 15 replies
    • 1.9k views

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

    By BG5150,
    • 1 reply
    • 811 views

  7. "Mistake of fact"

    By Belgarath,
    • 0 replies
    • 662 views

  8. Required minimum distribution

    By Rob,
    • 3 replies
    • 1.4k views

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

    By BG5150,
    • 3 replies
    • 1.5k views

  10. Part-time employees

    By perkinsran,
    • 2 replies
    • 1.6k views

  11. IDA relief for audit?

    By SSRRS,
    • 3 replies
    • 699 views

  12. Re-Hired Employee Question

    By Dougsbpc,
    • 2 replies
    • 802 views

  13. QJSA Spousal Consent and Haiti

    By Ananda,
    • 10 replies
    • 1.3k views

  14. Mandatory Withholding Requirement Floor

    By JOH,
    • 4 replies
    • 1k views

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

    By Jakyasar,
    • 12 replies
    • 2.1k views

  16. Proposed Changes to Form 5500 just released

    By RatherBeGolfing,
    • 1 reply
    • 789 views

  17. Plan Name Change and TIN

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

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

    By Peter Gulia,   
    • 24 replies
    • 2.6k views

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

    By BG5150,
    • 5 replies
    • 1.9k views

  20. Am I a key employee?

    By Jakyasar,
    • 3 replies
    • 1k views

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

    By metsfan026,
    • 4 replies
    • 3k views

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

    By Jakyasar,
    • 2 replies
    • 1.3k views

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

    By Jakyasar,
    • 6 replies
    • 664 views

  24. amending ps plan provisions after NHCE participant terminated

    By Jakyasar,
    • 0 replies
    • 407 views

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

    By BG5150,
    • 11 replies
    • 1.3k views

  26. Prof. Jonathan Forman Dies

    By Dave Baker,
    • 2 replies
    • 995 views

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

    By Peter Gulia,   
    • 12 replies
    • 1.4k views

  28. Cycle 3 amendments for terminating plans

    By VeryOldMan,
    • 4 replies
    • 1.2k views

  29. IRS letter regarding partial termination

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

  30. Credit Service for former NonResident Alien?

    By Gilmore,
    • 2 replies
    • 611 views

  31. 2 plan year deduction in one tax year - revisited + DC plan

    By Jakyasar,
    • 3 replies
    • 892 views

  32. Setting Up A Successor Trustee for Plan

    By metsfan026,
    • 3 replies
    • 988 views

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

    By Jakyasar,
    • 4 replies
    • 951 views

  34. 50% owner of LLC also works for self employed wife

    By ombskid,
    • 0 replies
    • 483 views

  35. Short plan/company year - first year

    By Jakyasar,
    • 2 replies
    • 603 views

  36. Rev Rul 76-28

    By Jakyasar,
    • 1 reply
    • 831 views

  37. 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

  38. Understanding Affiliated Service Groups

    By Carrie,
    • 2 replies
    • 1.1k views

  39. State Pension Plan

    By SaraJames,   
    • 1 reply
    • 647 views

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

    By BG5150,
    • 3 replies
    • 1.1k views

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

    By TPApril,
    • 1 reply
    • 668 views

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

    By BG5150,
    • 1 reply
    • 863 views

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

    By Luke Bailey,
    • 5 replies
    • 2.2k views

  44. Required Minimum Distribution

    By Lou81,
    • 5 replies
    • 1k views

  45. 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

  46. Lifetime Income Disclosure

    By Remote Kathleen,
    • 5 replies
    • 978 views

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

    By Sue B,
    • 10 replies
    • 1.4k views

  48. Rev Proc 2021-30

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  49. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold,
    • 1 reply
    • 696 views

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

    By K-t-F,
    • 1 reply
    • 691 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept