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Retirement Plans in General

5,778 topics in this forum

  1. 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

  2. Lifetime Income Disclosure

    By Remote Kathleen,
    • 5 replies
    • 988 views

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

    By Sue B,
    • 10 replies
    • 1.4k views

  4. Rev Proc 2021-30

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  5. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold,
    • 1 reply
    • 701 views

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

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

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

    By Jakyasar,
    • 2 replies
    • 787 views

  8. Foreign investments in 401(k) Plan

    By Belgarath,
    • 4 replies
    • 1.2k views

  9. Short Plan Year BIS

    By ESOP Guy,
    • 2 replies
    • 844 views

  10. Form 5310 - Electronic Filing

    By Michelle Mianecki,
    • 0 replies
    • 617 views

  11. CalSavers

    By Cynchbeast,
    • 2 replies
    • 1.6k views

  12. Can a management group establish a retirement plan?

    By Santo Gold,
    • 4 replies
    • 1.2k views

  13. counting prior service for eligibility

    By Jakyasar,
    • 7 replies
    • 1k views

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

    By Jakyasar,
    • 4 replies
    • 815 views

  15. Combo plans - gateway issues

    By Jakyasar,
    • 1 reply
    • 932 views

  16. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller,
    • 2 replies
    • 735 views

  17. Terminated participant fees

    By Belgarath,
    • 16 replies
    • 1.6k views

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

    By PensionPro,
    • 1 reply
    • 762 views

  19. 8955-ssa related

    By Jakyasar,
    • 3 replies
    • 1.7k views

  20. Retirement Plan Roles and Industry Compensation Study

    By mlp0816,
    • 1 reply
    • 556 views

  21. Distribution made from corporate account

    By Belgarath,
    • 5 replies
    • 1k views

  22. Final Form SSA for Plan Termination

    By CRBarnard,
    • 8 replies
    • 2.3k views

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

    By Jakyasar,
    • 4 replies
    • 2k views

  24. Default Beneficiary Designations

    By Belgarath,
    • 8 replies
    • 2k views

  25. Additional Medicare Tax and SE Calcs

    By JackS,
    • 1 reply
    • 850 views

  26. Assumption of liabilities

    By Belgarath,
    • 5 replies
    • 1.1k views

  27. RMD Taken Too Early

    By RCK13,   
    • 2 replies
    • 807 views

  28. Testing for combo plans - fiscal year

    By Jakyasar,
    • 4 replies
    • 709 views

  29. Vesting Computation Period Change

    By Pam S.,
    • 2 replies
    • 1k views

  30. Deductibility question

    By Jakyasar,
    • 1 reply
    • 439 views

  31. 80/120 Rule

    By lcollins300,
    • 5 replies
    • 1.6k views

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

    By Purplemandinga,
    • 1 reply
    • 544 views

  33. Loans from Profit Sharing Plan

    By Chippy,
    • 8 replies
    • 1k views

  34. Adopting 2020 Plan under the SECURE Act

    By ConnieStorer,
    • 5 replies
    • 996 views

  35. Translation Services

    By EBECatty,
    • 12 replies
    • 1.6k views

  36. Restatements, trust documents, and recordkeeping platforms

    By Belgarath,
    • 5 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 6 replies
    • 949 views

  38. Foreign Company Sponsors 401(k)

    By Purplemandinga,
    • 6 replies
    • 2.1k views

  39. Individually Designed Plan Restatement Requirement?

    By kmhaab,
    • 6 replies
    • 2.6k views

  40. CARES Act Loan Refinance

    By Madison71,
    • 5 replies
    • 885 views

  41. Social Security full retirement age mid-year

    By shERPA,
    • 2 replies
    • 836 views

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

    By Jakyasar,
    • 7 replies
    • 1.3k views

  43. Post-Severance Pay Correction

    By EPCRSGuru,
    • 3 replies
    • 1.2k views

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

    By Peter Gulia,   
    • 8 replies
    • 1.3k views

  45. To net or not to net?

    By Belgarath,
    • 2 replies
    • 625 views

  46. Joint Employer Status allows for single employer plan?

    By AbsolutelyOkayPossibly,
    • 7 replies
    • 935 views

  47. Two year entry

    By Karen McIver,
    • 2 replies
    • 2k views

  48. Was the song’s 64 a retirement age in England?

    By Peter Gulia,   
    • 9 replies
    • 1.6k views

  49. Crediting Service | Employee moves from foreign entity to US entity

    By DCqanda,   
    • 2 replies
    • 944 views

  50. Plan Merger Law Update Amendment?

    By Purplemandinga,
    • 4 replies
    • 1.2k views
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