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Retirement Plans in General

5,753 topics in this forum

  1. 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
    • 978 views

  2. Understanding Affiliated Service Groups

    By Carrie,
    • 2 replies
    • 1.1k views

  3. State Pension Plan

    By SaraJames,   
    • 1 reply
    • 628 views

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

    By BG5150,
    • 3 replies
    • 1.1k views

  5. IRS letter regarding partial termination

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

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

    By TPApril,
    • 1 reply
    • 649 views

  7. Softball Pension Questions 1 2

    By Basically,
    • 59 replies
    • 5.7k views

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

    By BG5150,
    • 1 reply
    • 851 views

  9. Required Minimum Distribution

    By Lou81,
    • 5 replies
    • 987 views

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

    By Luke Bailey,
    • 5 replies
    • 2.1k views

  11. 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
    • 1.6k views

  12. Lifetime Income Disclosure

    By Remote Kathleen,
    • 5 replies
    • 949 views

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

    By Sue B,
    • 10 replies
    • 1.4k views

  14. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold,
    • 1 reply
    • 680 views

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

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

  16. Rev Proc 2021-30

    By thepensionmaven,
    • 6 replies
    • 1.1k views

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

    By Jakyasar,
    • 2 replies
    • 754 views

  18. Short Plan Year BIS

    By ESOP Guy,
    • 2 replies
    • 802 views

  19. Form 5310 - Electronic Filing

    By Michelle Mianecki,
    • 0 replies
    • 595 views

  20. CalSavers

    By Cynchbeast,
    • 2 replies
    • 1.6k views

  21. Foreign investments in 401(k) Plan

    By Belgarath,
    • 4 replies
    • 1.1k views

  22. Combo plans - gateway issues

    By Jakyasar,
    • 1 reply
    • 909 views

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

    By Jakyasar,
    • 4 replies
    • 786 views

  24. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller,
    • 2 replies
    • 714 views

  25. For 5330 - Filer Tax Year for Off-Calendar Tax Year

    By PensionPro,
    • 1 reply
    • 733 views

  26. Terminated participant fees

    By Belgarath,
    • 16 replies
    • 1.4k views

  27. 8955-ssa related

    By Jakyasar,
    • 3 replies
    • 1.5k views

  28. Retirement Plan Roles and Industry Compensation Study

    By mlp0816,
    • 1 reply
    • 530 views

  29. How to find out if TIN was deactivated

    By BG5150,
    • 4 replies
    • 2.3k views

  30. Distribution made from corporate account

    By Belgarath,
    • 5 replies
    • 1k views

  31. PTE 79-60 - commission for an insurance agent/broker who is the employer

    By Jakyasar,
    • 4 replies
    • 1.9k views

  32. Default Beneficiary Designations

    By Belgarath,
    • 8 replies
    • 1.9k views

  33. Additional Medicare Tax and SE Calcs

    By JackS,
    • 1 reply
    • 825 views

  34. RMD Taken Too Early

    By RCK13,   
    • 2 replies
    • 772 views

  35. Assumption of liabilities

    By Belgarath,
    • 5 replies
    • 1.1k views

  36. Testing for combo plans - fiscal year

    By Jakyasar,
    • 4 replies
    • 685 views

  37. Vesting Computation Period Change

    By Pam S.,
    • 2 replies
    • 964 views

  38. Deductibility question

    By Jakyasar,
    • 1 reply
    • 426 views

  39. 80/120 Rule

    By lcollins300,
    • 5 replies
    • 1.5k views

  40. Pension calculation for two Schedule C's

    By Vinny,
    • 13 replies
    • 2.1k views

  41. How do I apply IRC 411(a)(11)(A) for MEPs

    By Purplemandinga,
    • 1 reply
    • 509 views

  42. Loans from Profit Sharing Plan

    By Chippy,
    • 8 replies
    • 980 views

  43. Adopting 2020 Plan under the SECURE Act

    By ConnieStorer,
    • 5 replies
    • 970 views

  44. Translation Services

    By EBECatty,
    • 12 replies
    • 1.6k views

  45. Restatements, trust documents, and recordkeeping platforms

    By Belgarath,
    • 5 replies
    • 1.3k views

  46. pooled plan sponsor wants to reimburse the trust for fees

    By AlbanyConsultant,
    • 6 replies
    • 921 views

  47. Social Security full retirement age mid-year

    By shERPA,
    • 2 replies
    • 789 views

  48. Individually Designed Plan Restatement Requirement?

    By kmhaab,
    • 6 replies
    • 2.5k views

  49. Foreign Company Sponsors 401(k)

    By Purplemandinga,
    • 6 replies
    • 2k views

  50. CARES Act Loan Refinance

    By Madison71,
    • 5 replies
    • 842 views
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