Retirement Plans in General

5,778 topics in this forum

1. Short Plan Year

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

2. Combo plan deduction - 404a7 - non PBGC

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

3. My 3 bucket approach to retirement.

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

4. 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
   • 366 views
   • 
   • Peter Gulia
   • March 19, 2021

5. PPP Money

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

6. Actuarial Interest Rate Formula in F5500

   By VeryOldMan, March 13, 2021
   • 2 replies
   • 1k views
   • 
   • C. B. Zeller
   • March 15, 2021

7. DB/DC Combo - Gateway+top heavy

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

8. Owner's Kid Shortchanged

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

9. 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

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

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

11. Combo Plan - gateway requirement

    By Jakyasar, December 10, 2020
    • 18 replies
    • 2.6k views
    • 
    • Lou S.
    • March 5, 2021

12. Is fidelity bond required?

    By Jakyasar, March 2, 2021
    • 7 replies
    • 1.9k views
    • 
    • C. B. Zeller
    • March 5, 2021

13. excess contribution

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

14. Pooled Earnings for Terminated Participants

    By katdmin, March 2, 2021
    • 8 replies
    • 1.6k views
    • 
    • Bird
    • March 4, 2021

15. Partners' correct date of hire?

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

16. Controlled Group - vesting

    By Belgarath, February 26, 2021
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • March 3, 2021

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

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

18. Coronavirus-related distribution tax question

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

19. Forced rollovers to separate retirement

    By Purplemandinga, February 22, 2021
    • 17 replies
    • 2.8k views
    • 
    • Planit 401k
    • March 1, 2021

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

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

21. Loan transferred to qualified replacement plan (QRP)

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

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

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

23. 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

24. Safe Harbor contribution not made

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

25. EE Term'd Prior to Adoption of Plan

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

26. Plan Term Lost Partic no SSN

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

27. Granting prior service

    By Belgarath, February 10, 2021
    • 6 replies
    • 1.9k views
    • 
    • Belgarath
    • February 15, 2021

28. Alternate Payee Allocation

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

29. Different eligibility conditions - discriminatory?

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

30. Traditional IRA transfer to Solo 401k

    By nkaufman, February 5, 2021   

    • ira
    • keogh
    • (and 1 more)

      Tagged with:

      • ira
      • keogh
      • 401k
    • 10 replies
    • 2.5k views
    • 
    • nkaufman
    • February 7, 2021

31. ERISA Bond question

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

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

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

33. Beneficiary - divorce and death

    By Lou81, February 1, 2021   

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

34. Malware Alert bogus emails

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

35. 100% Joint and Survivor Pension, beneficiary DOB incorrect

    By LoriLeigh, January 28, 2021
    • 11 replies
    • 1.6k views
    • 
    • FPGuy
    • January 29, 2021

36. Top Heavy Question

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

37. Coverage Question - OEE Entry Dates

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

38. Employer missed Annual Additions deadline for Profit Sharing

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

39. Participant under threshold to get allocation in 2020; options?

    By AlbanyConsultant, January 14, 2021
    • 4 replies
    • 577 views
    • 
    • Mike Preston
    • January 28, 2021

40. required minimum distributions

    By Egold, January 9, 2021
    • 2 replies
    • 567 views
    • 
    • pensiongeek
    • January 28, 2021

41. Potential Participant SSN Issue

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

42. Let's talk about discriminatory timing 1.401(a)(4)-5

    By shERPA, January 23, 2021
    • 5 replies
    • 825 views
    • 
    • C. B. Zeller
    • January 25, 2021

43. Plan to Plan transfers for a union population

    By Jpagano, January 20, 2021
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • January 22, 2021

44. What if Plan uses Employer's EIN for 1099's and/or Accounts?

    By BG5150, January 20, 2021
    • 6 replies
    • 1.3k views
    • 
    • Kac1214
    • January 22, 2021

45. plan vs plan sponsor

    By thepensionmaven, January 22, 2021
    • 6 replies
    • 832 views
    • 
    • Peter Gulia
    • January 22, 2021

46. Can a sole proprietor set up a 401k plan in 2021 for 2021?

    By Jakyasar, January 20, 2021
    • 5 replies
    • 829 views
    • 
    • Jakyasar
    • January 21, 2021

47. Prohibited Transaction

    By still learning, January 11, 2021
    • 3 replies
    • 746 views
    • 
    • still learning
    • January 21, 2021

48. ROBS 401(k)

    By still learning, January 9, 2021   

    • business financing
    • rollover
    • 2 replies
    • 1k views
    • 
    • still learning
    • January 21, 2021

49. How to handle fee changes with the change of TPA?

    By JustMe, January 20, 2021
    • 2 replies
    • 720 views
    • 
    • RatherBeGolfing
    • January 21, 2021

50. What's the best "integration level" for a plain, integrated profit-sharing plan?

    By Dave Baker, January 20, 2021
    • 1 reply
    • 577 views
    • 
    • david rigby
    • January 20, 2021