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Retirement Plans in General

5,839 topics in this forum

  1. Softball Pension Questions 1 2

    By Basically,
    • 59 replies
    • 7.9k views

  2. Is he an employee?

    By Santo Gold,
    • 20 replies
    • 2.6k views

  3. Unintentional Control Group Consequences

    By SwimmingInBowelsOfERISA,   
    • 2 replies
    • 930 views

  4. 404(c) Protection with only brokerage accounts?

    By BG5150,
    • 4 replies
    • 1.8k views

  5. 2 Yr Eligibility for PS, can TH contrib be on vesting sched?

    By BG5150,
    • 7 replies
    • 1.2k views

  6. Widowed spouse does not want to be the beneficiary

    By BG5150,
    • 12 replies
    • 2.6k views

  7. DC Plan with life insurance strategy /DOL PTE 92-6

    By Tax Cowboy,   
    • 3 replies
    • 2.1k views

  8. Buyback of vacation pay--subject to 401(k)? And New Comparability question.

    By BG5150,
    • 3 replies
    • 1.9k views

  9. Is this employee a participant?

    By Jakyasar,
    • 2 replies
    • 976 views

  10. RMD- owner deceased and so is primary beneficiary

    By Lou81,   
    • 3 replies
    • 1.1k views
    • JOH
    • JOH

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

    By AlbanyConsultant,
    • 3 replies
    • 1.1k views

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

    By Ananda,
    • 11 replies
    • 2.6k views

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

    By Belgarath,
    • 4 replies
    • 1.1k views

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

    By Jakyasar,
    • 1 reply
    • 845 views

  15. "Missing" 401-k funds

    By LiteTouch,
    • 8 replies
    • 2.4k views

  16. Loan - should of been defaulted

    By Lou81,   
    • 2 replies
    • 1.3k views

  17. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 865 views

  18. 3 Small Businesses

    By Basically,
    • 4 replies
    • 1.1k views

  19. Termination of services fee from plan assets

    By Bird,
    • 3 replies
    • 4.4k views

  20. Employer/Participating Employer

    By Belgarath,
    • 8 replies
    • 1.7k views

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

    By BG5150,
    • 2 replies
    • 1.8k views

  22. Top 20 Election

    By Cloudy,
    • 4 replies
    • 1.5k views
    • Bri
    • Bri

  23. Amendment To Add Last Day Requirement

    By mming,
    • 15 replies
    • 2.7k views

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

    By BG5150,
    • 1 reply
    • 1.2k views

  25. "Mistake of fact"

    By Belgarath,
    • 0 replies
    • 855 views

  26. Required minimum distribution

    By Rob,
    • 3 replies
    • 1.7k views

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

    By BG5150,
    • 3 replies
    • 1.8k views

  28. Part-time employees

    By perkinsran,
    • 2 replies
    • 2k views

  29. IDA relief for audit?

    By SSRRS,
    • 3 replies
    • 984 views

  30. Re-Hired Employee Question

    By Dougsbpc,
    • 2 replies
    • 1.1k views

  31. QJSA Spousal Consent and Haiti

    By Ananda,
    • 10 replies
    • 1.8k views

  32. Mandatory Withholding Requirement Floor

    By JOH,
    • 4 replies
    • 1.4k views

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

    By Jakyasar,
    • 12 replies
    • 2.6k views

  34. Proposed Changes to Form 5500 just released

    By RatherBeGolfing,
    • 1 reply
    • 1.1k views

  35. Plan Name Change and TIN

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

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

    By Peter Gulia,   
    • 24 replies
    • 3.9k views

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

    By BG5150,
    • 5 replies
    • 2.5k views

  38. Am I a key employee?

    By Jakyasar,
    • 3 replies
    • 1.3k views

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

    By metsfan026,
    • 4 replies
    • 4.8k views

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

    By Jakyasar,
    • 2 replies
    • 1.9k views

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

    By Jakyasar,
    • 6 replies
    • 1k views

  42. amending ps plan provisions after NHCE participant terminated

    By Jakyasar,
    • 0 replies
    • 723 views

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

    By BG5150,
    • 11 replies
    • 1.8k views

  44. Prof. Jonathan Forman Dies

    By Dave Baker,
    • 2 replies
    • 1.4k views

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

    By Peter Gulia,   
    • 12 replies
    • 2k views

  46. Cycle 3 amendments for terminating plans

    By VeryOldMan,
    • 4 replies
    • 1.6k views

  47. IRS letter regarding partial termination

    By C. B. Zeller,
    • 24 replies
    • 5.1k views

  48. Credit Service for former NonResident Alien?

    By Gilmore,
    • 2 replies
    • 1k views

  49. 2 plan year deduction in one tax year - revisited + DC plan

    By Jakyasar,
    • 3 replies
    • 1.3k views

  50. Setting Up A Successor Trustee for Plan

    By metsfan026,
    • 3 replies
    • 1.3k views
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