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Retirement Plans in General

5,791 topics in this forum

  1. Setting Up A Successor Trustee for Plan

    By metsfan026,
    • 3 replies
    • 1k views

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

    By Jakyasar,
    • 4 replies
    • 978 views

  3. 50% owner of LLC also works for self employed wife

    By ombskid,
    • 0 replies
    • 510 views

  4. Short plan/company year - first year

    By Jakyasar,
    • 2 replies
    • 633 views

  5. Rev Rul 76-28

    By Jakyasar,
    • 1 reply
    • 865 views

  6. 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

  7. Understanding Affiliated Service Groups

    By Carrie,
    • 2 replies
    • 1.3k views

  8. State Pension Plan

    By SaraJames,   
    • 1 reply
    • 675 views

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

    By BG5150,
    • 3 replies
    • 1.1k views

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

    By TPApril,
    • 1 reply
    • 707 views

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

    By BG5150,
    • 1 reply
    • 894 views

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

    By Luke Bailey,
    • 5 replies
    • 2.4k views

  13. Required Minimum Distribution

    By Lou81,
    • 5 replies
    • 1k views

  14. 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
    • 1.8k views

  15. Lifetime Income Disclosure

    By Remote Kathleen,
    • 5 replies
    • 1k views

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

    By Sue B,
    • 10 replies
    • 1.5k views

  17. Rev Proc 2021-30

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  18. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold,
    • 1 reply
    • 715 views

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

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

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

    By Jakyasar,
    • 2 replies
    • 804 views

  21. Foreign investments in 401(k) Plan

    By Belgarath,
    • 4 replies
    • 1.2k views

  22. Short Plan Year BIS

    By ESOP Guy,
    • 2 replies
    • 868 views

  23. Form 5310 - Electronic Filing

    By Michelle Mianecki,
    • 0 replies
    • 634 views

  24. CalSavers

    By Cynchbeast,
    • 2 replies
    • 1.7k views

  25. Can a management group establish a retirement plan?

    By Santo Gold,
    • 4 replies
    • 1.2k views

  26. counting prior service for eligibility

    By Jakyasar,
    • 7 replies
    • 1k views

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

    By Jakyasar,
    • 4 replies
    • 837 views

  28. Combo plans - gateway issues

    By Jakyasar,
    • 1 reply
    • 951 views

  29. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller,
    • 2 replies
    • 760 views

  30. Terminated participant fees

    By Belgarath,
    • 16 replies
    • 1.7k views

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

    By PensionPro,
    • 1 reply
    • 780 views

  32. 8955-ssa related

    By Jakyasar,
    • 3 replies
    • 1.9k views

  33. Retirement Plan Roles and Industry Compensation Study

    By mlp0816,
    • 1 reply
    • 576 views

  34. Distribution made from corporate account

    By Belgarath,
    • 5 replies
    • 1.1k views

  35. Final Form SSA for Plan Termination

    By CRBarnard,
    • 8 replies
    • 2.4k views

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

    By Jakyasar,
    • 4 replies
    • 2.1k views

  37. Default Beneficiary Designations

    By Belgarath,
    • 8 replies
    • 2.1k views

  38. Additional Medicare Tax and SE Calcs

    By JackS,
    • 1 reply
    • 869 views

  39. Assumption of liabilities

    By Belgarath,
    • 5 replies
    • 1.1k views

  40. RMD Taken Too Early

    By RCK13,   
    • 2 replies
    • 826 views

  41. Testing for combo plans - fiscal year

    By Jakyasar,
    • 4 replies
    • 739 views

  42. Vesting Computation Period Change

    By Pam S.,
    • 2 replies
    • 1.1k views

  43. Deductibility question

    By Jakyasar,
    • 1 reply
    • 460 views

  44. 80/120 Rule

    By lcollins300,
    • 5 replies
    • 1.6k views

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

    By Purplemandinga,
    • 1 reply
    • 572 views

  46. Loans from Profit Sharing Plan

    By Chippy,
    • 8 replies
    • 1.1k views

  47. Adopting 2020 Plan under the SECURE Act

    By ConnieStorer,
    • 5 replies
    • 1k views

  48. Translation Services

    By EBECatty,
    • 12 replies
    • 1.7k views

  49. Restatements, trust documents, and recordkeeping platforms

    By Belgarath,
    • 5 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 6 replies
    • 988 views
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