Retirement Plans in General

5,751 topics in this forum

1. Testing for combo plans - fiscal year

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

2. Vesting Computation Period Change

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

3. Deductibility question

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

4. 80/120 Rule

   By lcollins300, May 5, 2021
   • 5 replies
   • 1.5k views
   • 
   • lcollins300
   • May 6, 2021

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

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

6. Loans from Profit Sharing Plan

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

7. Adopting 2020 Plan under the SECURE Act

   By ConnieStorer, April 29, 2021
   • 5 replies
   • 968 views
   • 
   • ConnieStorer
   • April 30, 2021

8. Translation Services

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

9. Restatements, trust documents, and recordkeeping platforms

   By Belgarath, April 16, 2021
   • 5 replies
   • 1.3k views
   • 
   • Belgarath
   • April 19, 2021

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

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

11. Foreign Company Sponsors 401(k)

    By Purplemandinga, April 8, 2021
    • 6 replies
    • 2k views
    • 
    • Purplemandinga
    • April 15, 2021

12. Individually Designed Plan Restatement Requirement?

    By kmhaab, April 9, 2021
    • 6 replies
    • 2.5k views
    • 
    • Luke Bailey
    • April 13, 2021

13. CARES Act Loan Refinance

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

14. Social Security full retirement age mid-year

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

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

    By Jakyasar, March 26, 2021
    • 7 replies
    • 1.2k views
    • 
    • SSRRS
    • April 9, 2021

16. Post-Severance Pay Correction

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

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

    By Peter Gulia, April 7, 2021   

    • death
    • 8 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 8, 2021

18. To net or not to net?

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

19. Joint Employer Status allows for single employer plan?

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

20. Two year entry

    By Karen McIver, April 1, 2021
    • 2 replies
    • 1.8k views
    • 
    • Karen McIver
    • April 1, 2021

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

    By Peter Gulia, March 29, 2021   

    • normal retirement age
    • 9 replies
    • 1.2k views
    • 
    • MoJo
    • March 30, 2021

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

    By DCqanda, March 26, 2021   

    • foreign
    • vesting service
    • (and 1 more)

      Tagged with:

      • foreign
      • vesting service
      • service
    • 2 replies
    • 891 views
    • 
    • C. B. Zeller
    • March 29, 2021

23. Plan Merger Law Update Amendment?

    By Purplemandinga, March 25, 2021
    • 4 replies
    • 1.2k views
    • 
    • MoJo
    • March 25, 2021

24. Short Plan Year

    By pam@bbm, March 24, 2021
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 25, 2021

25. Combo plan deduction - 404a7 - non PBGC

    By Jakyasar, March 23, 2021
    • 2 replies
    • 636 views
    • 
    • Jakyasar
    • March 24, 2021

26. My 3 bucket approach to retirement.

    By Zooey72, March 23, 2021
    • 4 replies
    • 900 views
    • 
    • QDROphile
    • March 24, 2021

27. Tax credit for a small employer’s start-up expenses for using a multiple-employer plan?

    By Peter Gulia, March 19, 2021   

    • tax credit; 45e
    • 0 replies
    • 348 views
    • 
    • Peter Gulia
    • March 19, 2021

28. PPP Money

    By thepensionmaven, March 9, 2021
    • 15 replies
    • 1.7k views
    • 
    • shERPA
    • March 15, 2021

29. Actuarial Interest Rate Formula in F5500

    By VeryOldMan, March 13, 2021
    • 2 replies
    • 939 views
    • 
    • C. B. Zeller
    • March 15, 2021

30. DB/DC Combo - Gateway+top heavy

    By Jakyasar, March 13, 2021
    • 2 replies
    • 636 views
    • 
    • Jakyasar
    • March 14, 2021

31. Owner's Kid Shortchanged

    By Lucky32, March 12, 2021
    • 12 replies
    • 1.1k views
    • 
    • Lucky32
    • March 13, 2021

32. Can the qualified replacement plan (QRP) pay for retiree medical benefit?

    By Jakyasar, March 9, 2021
    • 7 replies
    • 1.1k views
    • 
    • FPGuy
    • March 11, 2021

33. W-2 issued with no pre-tax deferrals

    By katdmin, March 10, 2021
    • 2 replies
    • 815 views
    • 
    • katdmin
    • March 10, 2021

34. Combo Plan - gateway requirement

    By Jakyasar, December 10, 2020
    • 18 replies
    • 2.5k views
    • 
    • Lou S.
    • March 5, 2021

35. Is fidelity bond required?

    By Jakyasar, March 2, 2021
    • 7 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • March 5, 2021

36. excess contribution

    By Chippy, March 4, 2021
    • 10 replies
    • 785 views
    • 
    • BG5150
    • March 4, 2021

37. Pooled Earnings for Terminated Participants

    By katdmin, March 2, 2021
    • 8 replies
    • 1.5k views
    • 
    • Bird
    • March 4, 2021

38. Partners' correct date of hire?

    By shERPA, March 2, 2021
    • 4 replies
    • 1.6k views
    • 
    • shERPA
    • March 4, 2021

39. Controlled Group - vesting

    By Belgarath, February 26, 2021
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • March 3, 2021

40. one partner in partnership wants only alternative investments in 401(k)

    By AJC, February 22, 2021
    • 10 replies
    • 866 views
    • 
    • Luke Bailey
    • March 3, 2021

41. Coronavirus-related distribution tax question

    By rocknrolls2, March 1, 2021
    • 1 reply
    • 446 views
    • 
    • RatherBeGolfing
    • March 1, 2021

42. Forced rollovers to separate retirement

    By Purplemandinga, February 22, 2021
    • 17 replies
    • 2.6k views
    • 
    • Planit 401k
    • March 1, 2021

43. Aggregation of two Safe-Harbor Match 401(k) Plans with Different Matching Formulas

    By FORMER ESQ., March 1, 2021
    • 1 reply
    • 460 views
    • 
    • C. B. Zeller
    • March 1, 2021

44. Loan transferred to qualified replacement plan (QRP)

    By Jakyasar, February 22, 2021
    • 5 replies
    • 558 views
    • 
    • Jakyasar
    • February 26, 2021

45. Can the Retirement Plans Startup Costs Tax Credit be requested retroactively?

    By rblum50, February 26, 2021
    • 0 replies
    • 390 views
    • 
    • rblum50
    • February 26, 2021

46. Multiple life insurance policies on one individual inside a PS plan

    By pensionadvisor48, February 19, 2021
    • 8 replies
    • 1.2k views
    • 
    • Bird
    • February 23, 2021

47. Safe Harbor contribution not made

    By pam@bbm, February 17, 2021
    • 5 replies
    • 961 views
    • 
    • Luke Bailey
    • February 18, 2021

48. EE Term'd Prior to Adoption of Plan

    By RestAssured, February 16, 2021
    • 1 reply
    • 446 views
    • 
    • CuseFan
    • February 16, 2021

49. Plan Term Lost Partic no SSN

    By BG5150, February 8, 2021
    • 21 replies
    • 1.8k views
    • 
    • Kyle - Berwyn Group
    • February 16, 2021

50. Granting prior service

    By Belgarath, February 10, 2021
    • 6 replies
    • 1.8k views
    • 
    • Belgarath
    • February 15, 2021