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Retirement Plans in General

5,829 topics in this forum

  1. one person plan... owner deceased, final 5500 never filed

    By AlbanyConsultant,
    • 3 replies
    • 1.1k views

  2. SPD provided to employees "eligible to participate" in plan

    By Ananda,
    • 11 replies
    • 2.5k views

  3. Date amendment must be signed on conversion of Money Purchase Plan to PS plan

    By Belgarath,
    • 4 replies
    • 1.1k views

  4. Cash Balance (CB)+Profit Sharing (PS) Combo deduction - non-PBGC Plan

    By Jakyasar,
    • 1 reply
    • 799 views

  5. "Missing" 401-k funds

    By LiteTouch,
    • 8 replies
    • 2.4k views

  6. Loan - should of been defaulted

    By Lou81,   
    • 2 replies
    • 1.3k views

  7. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 829 views

  8. 3 Small Businesses

    By Basically,
    • 4 replies
    • 988 views

  9. Termination of services fee from plan assets

    By Bird,
    • 3 replies
    • 4.3k views

  10. Employer/Participating Employer

    By Belgarath,
    • 8 replies
    • 1.6k views

  11. What is TPA exposure for reporting late deferrals on 5500?

    By BG5150,
    • 2 replies
    • 1.8k views

  12. Top 20 Election

    By Cloudy,
    • 4 replies
    • 1.4k views
    • Bri
    • Bri

  13. Amendment To Add Last Day Requirement

    By mming,
    • 15 replies
    • 2.6k views

  14. Can cost of fidelity bond be assessed to plan?

    By BG5150,
    • 1 reply
    • 1.1k views

  15. "Mistake of fact"

    By Belgarath,
    • 0 replies
    • 824 views

  16. Required minimum distribution

    By Rob,
    • 3 replies
    • 1.6k views

  17. Are late deposits of deferrals considered an operational error?

    By BG5150,
    • 3 replies
    • 1.7k views

  18. Part-time employees

    By perkinsran,
    • 2 replies
    • 1.9k views

  19. IDA relief for audit?

    By SSRRS,
    • 3 replies
    • 933 views

  20. Re-Hired Employee Question

    By Dougsbpc,
    • 2 replies
    • 1.1k views

  21. QJSA Spousal Consent and Haiti

    By Ananda,
    • 10 replies
    • 1.7k views

  22. Mandatory Withholding Requirement Floor

    By JOH,
    • 4 replies
    • 1.3k views

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

    By Jakyasar,
    • 12 replies
    • 2.5k views

  24. Proposed Changes to Form 5500 just released

    By RatherBeGolfing,
    • 1 reply
    • 1.1k views

  25. Plan Name Change and TIN

    By Karen McIver,
    • 1 reply
    • 1.3k views
    • Bird
    • Bird

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

    By Peter Gulia,   
    • 24 replies
    • 3.7k views

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

    By BG5150,
    • 5 replies
    • 2.4k views

  28. Am I a key employee?

    By Jakyasar,
    • 3 replies
    • 1.2k views

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

    By metsfan026,
    • 4 replies
    • 4.6k views

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

    By Jakyasar,
    • 2 replies
    • 1.8k views

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

    By Jakyasar,
    • 6 replies
    • 978 views

  32. amending ps plan provisions after NHCE participant terminated

    By Jakyasar,
    • 0 replies
    • 680 views

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

    By BG5150,
    • 11 replies
    • 1.7k views

  34. Prof. Jonathan Forman Dies

    By Dave Baker,
    • 2 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 12 replies
    • 1.9k views

  36. Cycle 3 amendments for terminating plans

    By VeryOldMan,
    • 4 replies
    • 1.6k views

  37. IRS letter regarding partial termination

    By C. B. Zeller,
    • 24 replies
    • 4.9k views

  38. Credit Service for former NonResident Alien?

    By Gilmore,
    • 2 replies
    • 968 views

  39. 2 plan year deduction in one tax year - revisited + DC plan

    By Jakyasar,
    • 3 replies
    • 1.3k views

  40. Setting Up A Successor Trustee for Plan

    By metsfan026,
    • 3 replies
    • 1.3k views

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

    By Jakyasar,
    • 4 replies
    • 1.2k views

  42. 50% owner of LLC also works for self employed wife

    By ombskid,
    • 0 replies
    • 703 views

  43. Short plan/company year - first year

    By Jakyasar,
    • 2 replies
    • 834 views

  44. Rev Rul 76-28

    By Jakyasar,
    • 1 reply
    • 1.1k views

  45. 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
    • 1.6k views

  46. Understanding Affiliated Service Groups

    By Carrie,
    • 2 replies
    • 1.7k views

  47. State Pension Plan

    By SaraJames,   
    • 1 reply
    • 1k views

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

    By BG5150,
    • 3 replies
    • 1.3k views

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

    By TPApril,
    • 1 reply
    • 978 views

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

    By BG5150,
    • 1 reply
    • 1.1k views
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