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Retirement Plans in General

5,801 topics in this forum

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

    By Jakyasar,
    • 2 replies
    • 1.4k views

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

    By Jakyasar,
    • 6 replies
    • 734 views

  3. amending ps plan provisions after NHCE participant terminated

    By Jakyasar,
    • 0 replies
    • 451 views

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

    By BG5150,
    • 11 replies
    • 1.4k views

  5. Prof. Jonathan Forman Dies

    By Dave Baker,
    • 2 replies
    • 1.1k views

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

    By Peter Gulia,   
    • 12 replies
    • 1.6k views

  7. Cycle 3 amendments for terminating plans

    By VeryOldMan,
    • 4 replies
    • 1.3k views

  8. IRS letter regarding partial termination

    By C. B. Zeller,
    • 24 replies
    • 3.9k views

  9. Credit Service for former NonResident Alien?

    By Gilmore,
    • 2 replies
    • 666 views

  10. 2 plan year deduction in one tax year - revisited + DC plan

    By Jakyasar,
    • 3 replies
    • 979 views

  11. Setting Up A Successor Trustee for Plan

    By metsfan026,
    • 3 replies
    • 1.1k views

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

    By Jakyasar,
    • 4 replies
    • 1k views

  13. 50% owner of LLC also works for self employed wife

    By ombskid,
    • 0 replies
    • 536 views

  14. Short plan/company year - first year

    By Jakyasar,
    • 2 replies
    • 674 views

  15. Rev Rul 76-28

    By Jakyasar,
    • 1 reply
    • 898 views

  16. 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
    • 1.2k views

  17. Understanding Affiliated Service Groups

    By Carrie,
    • 2 replies
    • 1.5k views

  18. State Pension Plan

    By SaraJames,   
    • 1 reply
    • 717 views

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

    By BG5150,
    • 3 replies
    • 1.2k views

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

    By TPApril,
    • 1 reply
    • 752 views

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

    By BG5150,
    • 1 reply
    • 935 views

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

    By Luke Bailey,
    • 5 replies
    • 2.5k views

  23. Required Minimum Distribution

    By Lou81,
    • 5 replies
    • 1.1k views

  24. 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
    • 1.9k views

  25. Lifetime Income Disclosure

    By Remote Kathleen,
    • 5 replies
    • 1.1k views

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

    By Sue B,
    • 10 replies
    • 1.6k views

  27. Rev Proc 2021-30

    By thepensionmaven,
    • 6 replies
    • 1.2k views

  28. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold,
    • 1 reply
    • 740 views

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

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

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

    By Jakyasar,
    • 2 replies
    • 844 views

  31. Foreign investments in 401(k) Plan

    By Belgarath,
    • 4 replies
    • 1.3k views

  32. Short Plan Year BIS

    By ESOP Guy,
    • 2 replies
    • 908 views

  33. Form 5310 - Electronic Filing

    By Michelle Mianecki,
    • 0 replies
    • 665 views

  34. CalSavers

    By Cynchbeast,
    • 2 replies
    • 1.7k views

  35. Can a management group establish a retirement plan?

    By Santo Gold,
    • 4 replies
    • 1.3k views

  36. counting prior service for eligibility

    By Jakyasar,
    • 7 replies
    • 1.1k views

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

    By Jakyasar,
    • 4 replies
    • 878 views

  38. Combo plans - gateway issues

    By Jakyasar,
    • 1 reply
    • 983 views

  39. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller,
    • 2 replies
    • 803 views

  40. Terminated participant fees

    By Belgarath,
    • 16 replies
    • 1.9k views

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

    By PensionPro,
    • 1 reply
    • 833 views

  42. 8955-ssa related

    By Jakyasar,
    • 3 replies
    • 2k views

  43. Retirement Plan Roles and Industry Compensation Study

    By mlp0816,
    • 1 reply
    • 602 views

  44. Distribution made from corporate account

    By Belgarath,
    • 5 replies
    • 1.1k views

  45. Final Form SSA for Plan Termination

    By CRBarnard,
    • 8 replies
    • 2.6k views

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

    By Jakyasar,
    • 4 replies
    • 2.2k views

  47. Default Beneficiary Designations

    By Belgarath,
    • 8 replies
    • 2.3k views

  48. Additional Medicare Tax and SE Calcs

    By JackS,
    • 1 reply
    • 895 views

  49. Assumption of liabilities

    By Belgarath,
    • 5 replies
    • 1.2k views

  50. RMD Taken Too Early

    By RCK13,   
    • 2 replies
    • 856 views
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