Retirement Plans in General

5,781 topics in this forum

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

   By BG5150, August 4, 2021
   • 1 reply
   • 884 views
   • 
   • C. B. Zeller
   • August 4, 2021

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

   By Luke Bailey, August 2, 2021
   • 5 replies
   • 2.3k views
   • 
   • Luke Bailey
   • August 3, 2021

3. Required Minimum Distribution

   By Lou81, August 3, 2021
   • 5 replies
   • 1k views
   • 
   • Peter Gulia
   • August 3, 2021

4. 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, August 2, 2021
   • 4 replies
   • 1.7k views
   • 
   • Luke Bailey
   • August 2, 2021

5. Lifetime Income Disclosure

   By Remote Kathleen, July 28, 2021
   • 5 replies
   • 1k views
   • 
   • ESOPMomma
   • July 29, 2021

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

   By Sue B, July 26, 2021
   • 10 replies
   • 1.4k views
   • 
   • BG5150
   • July 28, 2021

7. Rev Proc 2021-30

   By thepensionmaven, July 16, 2021
   • 6 replies
   • 1.1k views
   • 
   • Peter Gulia
   • July 26, 2021

8. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

   By Santo Gold, July 23, 2021
   • 1 reply
   • 707 views
   • 
   • Belgarath
   • July 23, 2021

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

   By K-t-F, July 20, 2021
   • 1 reply
   • 707 views
   • 
   • CuseFan
   • July 20, 2021

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

    By Jakyasar, July 9, 2021
    • 2 replies
    • 798 views
    • 
    • Jakyasar
    • July 9, 2021

11. Foreign investments in 401(k) Plan

    By Belgarath, June 28, 2021
    • 4 replies
    • 1.2k views
    • 
    • PeterN
    • July 9, 2021

12. Short Plan Year BIS

    By ESOP Guy, July 9, 2021
    • 2 replies
    • 856 views
    • 
    • ESOP Guy
    • July 9, 2021

13. Form 5310 - Electronic Filing

    By Michelle Mianecki, July 7, 2021
    • 0 replies
    • 628 views
    • 
    • Michelle Mianecki
    • July 7, 2021

14. CalSavers

    By Cynchbeast, June 29, 2021
    • 2 replies
    • 1.6k views
    • 
    • Gilmore
    • July 1, 2021

15. Can a management group establish a retirement plan?

    By Santo Gold, January 4, 2021
    • 4 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • June 30, 2021

16. counting prior service for eligibility

    By Jakyasar, December 2, 2020
    • 7 replies
    • 1k views
    • 
    • Jakyasar
    • June 28, 2021

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

    By Jakyasar, June 24, 2021
    • 4 replies
    • 827 views
    • 
    • RatherBeGolfing
    • June 28, 2021

18. Combo plans - gateway issues

    By Jakyasar, June 26, 2021
    • 1 reply
    • 942 views
    • 
    • Mike Preston
    • June 26, 2021

19. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller, June 23, 2021
    • 2 replies
    • 752 views
    • 
    • BG5150
    • June 24, 2021

20. Terminated participant fees

    By Belgarath, June 15, 2021
    • 16 replies
    • 1.7k views
    • 
    • Luke Bailey
    • June 19, 2021

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

    By PensionPro, June 16, 2021
    • 1 reply
    • 773 views
    • 
    • Peter Gulia
    • June 16, 2021

22. 8955-ssa related

    By Jakyasar, June 10, 2021
    • 3 replies
    • 1.8k views
    • 
    • CarolC
    • June 11, 2021

23. Retirement Plan Roles and Industry Compensation Study

    By mlp0816, June 9, 2021
    • 1 reply
    • 570 views
    • 
    • Bob the Swimmer
    • June 10, 2021

24. Distribution made from corporate account

    By Belgarath, June 7, 2021
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • June 7, 2021

25. Final Form SSA for Plan Termination

    By CRBarnard, November 11, 2020
    • 8 replies
    • 2.4k views
    • 
    • BG5150
    • June 3, 2021

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

    By Jakyasar, May 19, 2021
    • 4 replies
    • 2.1k views
    • 
    • Jakyasar
    • May 21, 2021

27. Default Beneficiary Designations

    By Belgarath, May 18, 2021
    • 8 replies
    • 2k views
    • 
    • Belgarath
    • May 20, 2021

28. Additional Medicare Tax and SE Calcs

    By JackS, May 14, 2021
    • 1 reply
    • 862 views
    • 
    • CuseFan
    • May 17, 2021

29. Assumption of liabilities

    By Belgarath, May 14, 2021
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • May 17, 2021

30. RMD Taken Too Early

    By RCK13, May 14, 2021   

    • rmd
    • 2 replies
    • 815 views
    • 
    • RCK13
    • May 14, 2021

31. Testing for combo plans - fiscal year

    By Jakyasar, May 11, 2021
    • 4 replies
    • 724 views
    • 
    • Jakyasar
    • May 11, 2021

32. Vesting Computation Period Change

    By Pam S., May 10, 2021
    • 2 replies
    • 1k views
    • 
    • Bird
    • May 11, 2021

33. Deductibility question

    By Jakyasar, May 7, 2021
    • 1 reply
    • 451 views
    • 
    • CuseFan
    • May 7, 2021

34. 80/120 Rule

    By lcollins300, May 5, 2021
    • 5 replies
    • 1.6k views
    • 
    • lcollins300
    • May 6, 2021

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

    By Purplemandinga, May 2, 2021
    • 1 reply
    • 562 views
    • 
    • C. B. Zeller
    • May 3, 2021

36. Loans from Profit Sharing Plan

    By Chippy, April 29, 2021
    • 8 replies
    • 1k views
    • 
    • Luke Bailey
    • April 30, 2021

37. Adopting 2020 Plan under the SECURE Act

    By ConnieStorer, April 29, 2021
    • 5 replies
    • 1k views
    • 
    • ConnieStorer
    • April 30, 2021

38. Translation Services

    By EBECatty, April 20, 2021
    • 12 replies
    • 1.6k views
    • 
    • Ricardo Ochoa
    • April 22, 2021

39. Restatements, trust documents, and recordkeeping platforms

    By Belgarath, April 16, 2021
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • April 19, 2021

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

    By AlbanyConsultant, April 15, 2021
    • 6 replies
    • 966 views
    • 
    • AlbanyConsultant
    • April 16, 2021

41. Foreign Company Sponsors 401(k)

    By Purplemandinga, April 8, 2021
    • 6 replies
    • 2.1k views
    • 
    • Purplemandinga
    • April 15, 2021

42. Individually Designed Plan Restatement Requirement?

    By kmhaab, April 9, 2021
    • 6 replies
    • 2.6k views
    • 
    • Luke Bailey
    • April 13, 2021

43. CARES Act Loan Refinance

    By Madison71, April 8, 2021
    • 5 replies
    • 901 views
    • 
    • thepensionmaven
    • April 13, 2021

44. Social Security full retirement age mid-year

    By shERPA, April 12, 2021
    • 2 replies
    • 856 views
    • 
    • shERPA
    • April 12, 2021

45. IRS extended sole-prop filing deadline to May 17th

    By Jakyasar, March 26, 2021
    • 7 replies
    • 1.3k views
    • 
    • SSRRS
    • April 9, 2021

46. Post-Severance Pay Correction

    By EPCRSGuru, March 29, 2021
    • 3 replies
    • 1.2k views
    • 
    • digger
    • April 9, 2021

47. What if the plan’s administrator did not know the participant died?

    By Peter Gulia, April 7, 2021   

    • death
    • 8 replies
    • 1.3k views
    • 
    • Peter Gulia
    • April 8, 2021

48. To net or not to net?

    By Belgarath, April 5, 2021
    • 2 replies
    • 634 views
    • 
    • Belgarath
    • April 5, 2021

49. Joint Employer Status allows for single employer plan?

    By AbsolutelyOkayPossibly, March 31, 2021
    • 7 replies
    • 963 views
    • 
    • Alonzo Church
    • April 5, 2021

50. Two year entry

    By Karen McIver, April 1, 2021
    • 2 replies
    • 2.1k views
    • 
    • Karen McIver
    • April 1, 2021