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Retirement Plans in General

5,772 topics in this forum

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

    By BG5150,
    • 5 replies
    • 1.9k views

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

    By Jakyasar,
    • 12 replies
    • 2.1k views

  3. Am I a key employee?

    By Jakyasar,
    • 3 replies
    • 1k views

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

    By Peter Gulia,   
    • 24 replies
    • 2.6k views

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

    By Jakyasar,
    • 2 replies
    • 1.3k views

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

    By metsfan026,
    • 4 replies
    • 3k views

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

    By Jakyasar,
    • 6 replies
    • 665 views

  8. amending ps plan provisions after NHCE participant terminated

    By Jakyasar,
    • 0 replies
    • 408 views

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

    By BG5150,
    • 11 replies
    • 1.3k views

  10. Cycle 3 amendments for terminating plans

    By VeryOldMan,
    • 4 replies
    • 1.2k views

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

    By Peter Gulia,   
    • 12 replies
    • 1.4k views

  12. Credit Service for former NonResident Alien?

    By Gilmore,
    • 2 replies
    • 612 views

  13. 2 plan year deduction in one tax year - revisited + DC plan

    By Jakyasar,
    • 3 replies
    • 892 views

  14. Prof. Jonathan Forman Dies

    By Dave Baker,
    • 2 replies
    • 997 views

  15. 50% owner of LLC also works for self employed wife

    By ombskid,
    • 0 replies
    • 484 views

  16. Setting Up A Successor Trustee for Plan

    By metsfan026,
    • 3 replies
    • 989 views

  17. Short plan/company year - first year

    By Jakyasar,
    • 2 replies
    • 604 views

  18. Rev Rul 76-28

    By Jakyasar,
    • 1 reply
    • 832 views

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

    By Jakyasar,
    • 4 replies
    • 952 views

  20. 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
    • 1.1k views

  21. Understanding Affiliated Service Groups

    By Carrie,
    • 2 replies
    • 1.1k views

  22. State Pension Plan

    By SaraJames,   
    • 1 reply
    • 648 views

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

    By BG5150,
    • 3 replies
    • 1.1k views

  24. IRS letter regarding partial termination

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

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

    By TPApril,
    • 1 reply
    • 669 views

  26. Softball Pension Questions 1 2

    By Basically,
    • 59 replies
    • 5.8k views

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

    By BG5150,
    • 1 reply
    • 864 views

  28. Required Minimum Distribution

    By Lou81,
    • 5 replies
    • 1k views

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

    By Luke Bailey,
    • 5 replies
    • 2.2k views

  30. 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

  31. Lifetime Income Disclosure

    By Remote Kathleen,
    • 5 replies
    • 979 views

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

    By Sue B,
    • 10 replies
    • 1.4k views

  33. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold,
    • 1 reply
    • 696 views

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

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

  35. Rev Proc 2021-30

    By thepensionmaven,
    • 6 replies
    • 1.1k views

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

    By Jakyasar,
    • 2 replies
    • 784 views

  37. Short Plan Year BIS

    By ESOP Guy,
    • 2 replies
    • 832 views

  38. Form 5310 - Electronic Filing

    By Michelle Mianecki,
    • 0 replies
    • 612 views

  39. CalSavers

    By Cynchbeast,
    • 2 replies
    • 1.6k views

  40. Foreign investments in 401(k) Plan

    By Belgarath,
    • 4 replies
    • 1.1k views

  41. Combo plans - gateway issues

    By Jakyasar,
    • 1 reply
    • 928 views

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

    By Jakyasar,
    • 4 replies
    • 805 views

  43. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller,
    • 2 replies
    • 728 views

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

    By PensionPro,
    • 1 reply
    • 756 views

  45. Terminated participant fees

    By Belgarath,
    • 16 replies
    • 1.5k views

  46. 8955-ssa related

    By Jakyasar,
    • 3 replies
    • 1.6k views

  47. Retirement Plan Roles and Industry Compensation Study

    By mlp0816,
    • 1 reply
    • 547 views

  48. How to find out if TIN was deactivated

    By BG5150,
    • 4 replies
    • 2.5k views

  49. Distribution made from corporate account

    By Belgarath,
    • 5 replies
    • 1k views

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

    By Jakyasar,
    • 4 replies
    • 2k views
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