Retirement Plans in General

5,753 topics in this forum

1. 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

2. To net or not to net?

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

3. Two year entry

   By Karen McIver, April 1, 2021
   • 2 replies
   • 1.9k views
   • 
   • Karen McIver
   • April 1, 2021

4. Joint Employer Status allows for single employer plan?

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

5. Post-Severance Pay Correction

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

6. 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

7. 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
   • 896 views
   • 
   • C. B. Zeller
   • March 29, 2021

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

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

9. Plan Merger Law Update Amendment?

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

10. Short Plan Year

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

11. Combo plan deduction - 404a7 - non PBGC

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

12. My 3 bucket approach to retirement.

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

13. 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

14. Actuarial Interest Rate Formula in F5500

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

15. DB/DC Combo - Gateway+top heavy

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

16. Owner's Kid Shortchanged

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

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

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

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

    By Jakyasar, March 9, 2021
    • 7 replies
    • 1.2k views
    • 
    • FPGuy
    • March 11, 2021

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

    By Jakyasar, March 9, 2021
    • 1 reply
    • 576 views
    • 
    • Mike Preston
    • October 16, 2021

20. PPP Money

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

21. excess contribution

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

22. Partners' correct date of hire?

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

23. Pooled Earnings for Terminated Participants

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

24. Is fidelity bond required?

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

25. Coronavirus-related distribution tax question

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

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

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

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

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

28. Controlled Group - vesting

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

29. Forced rollovers to separate retirement

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

30. Loan transferred to qualified replacement plan (QRP)

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

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

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

32. 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

33. Safe Harbor contribution not made

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

34. EE Term'd Prior to Adoption of Plan

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

35. Alternate Payee Allocation

    By Irmat, February 12, 2021
    • 1 reply
    • 521 views
    • 
    • david rigby
    • February 12, 2021

36. Granting prior service

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

37. Plan Term Lost Partic no SSN

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

38. Different eligibility conditions - discriminatory?

    By Santo Gold, February 5, 2021
    • 2 replies
    • 646 views
    • 
    • Bri
    • February 8, 2021

39. Traditional IRA transfer to Solo 401k

    By nkaufman, February 5, 2021   

    • ira
    • keogh
    • (and 1 more)

      Tagged with:

      • ira
      • keogh
      • 401k
    • 10 replies
    • 1.8k views
    • 
    • nkaufman
    • February 7, 2021

40. Can a plan sponsor terminate a source of the plan?

    By pensiongeek, February 5, 2021
    • 3 replies
    • 1k views
    • 
    • EBECatty
    • February 5, 2021

41. ERISA Bond question

    By Scuba 401, February 4, 2021
    • 2 replies
    • 909 views
    • 
    • Luke Bailey
    • February 6, 2021

42. Does plan sponsor need EIN to create a 401k Plan?

    By Santo Gold, February 4, 2021
    • 16 replies
    • 4.5k views
    • 
    • mkaufman
    • January 30, 2022

43. Malware Alert bogus emails

    By ConnieStorer, February 2, 2021
    • 1 reply
    • 282 views
    • 
    • Bird
    • February 2, 2021

44. Beneficiary - divorce and death

    By Lou81, February 1, 2021   

    • benficiary
    • qdro
    • 8 replies
    • 1.9k views
    • 
    • Lauren0507
    • February 3, 2021

45. Where do the terms "ER" and "EE" come from?

    By ESOP Guy, February 1, 2021
    • 2 replies
    • 812 views
    • 
    • BG5150
    • December 29, 2021

46. Top Heavy Question

    By BG5150, January 28, 2021
    • 1 reply
    • 511 views
    • 
    • Lou S.
    • January 28, 2021

47. Coverage Question - OEE Entry Dates

    By Gilmore, January 28, 2021
    • 1 reply
    • 763 views
    • 
    • Mike Preston
    • January 28, 2021

48. Employer missed Annual Additions deadline for Profit Sharing

    By pensiongeek, January 28, 2021
    • 1 reply
    • 672 views
    • 
    • Mike Preston
    • January 28, 2021

49. 100% Joint and Survivor Pension, beneficiary DOB incorrect

    By LoriLeigh, January 28, 2021
    • 11 replies
    • 1.4k views
    • 
    • FPGuy
    • January 29, 2021

50. Potential Participant SSN Issue

    By kmhaab, January 25, 2021
    • 4 replies
    • 1.4k views
    • 
    • EPCRSGuru
    • January 26, 2021