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Retirement Plans in General

5,796 topics in this forum

  1. Loans from Profit Sharing Plan

    By Chippy,
    • 8 replies
    • 1.1k views

  2. Adopting 2020 Plan under the SECURE Act

    By ConnieStorer,
    • 5 replies
    • 1k views

  3. Translation Services

    By EBECatty,
    • 12 replies
    • 1.7k views

  4. Restatements, trust documents, and recordkeeping platforms

    By Belgarath,
    • 5 replies
    • 1.4k views

  5. pooled plan sponsor wants to reimburse the trust for fees

    By AlbanyConsultant,
    • 6 replies
    • 1k views

  6. Foreign Company Sponsors 401(k)

    By Purplemandinga,
    • 6 replies
    • 2.3k views

  7. Individually Designed Plan Restatement Requirement?

    By kmhaab,
    • 6 replies
    • 2.7k views

  8. CARES Act Loan Refinance

    By Madison71,
    • 5 replies
    • 943 views

  9. Social Security full retirement age mid-year

    By shERPA,
    • 2 replies
    • 930 views

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

    By Jakyasar,
    • 7 replies
    • 1.3k views

  11. Post-Severance Pay Correction

    By EPCRSGuru,
    • 3 replies
    • 1.2k views

  12. What if the plan’s administrator did not know the participant died?

    By Peter Gulia,   
    • 8 replies
    • 1.4k views

  13. To net or not to net?

    By Belgarath,
    • 2 replies
    • 650 views

  14. Joint Employer Status allows for single employer plan?

    By AbsolutelyOkayPossibly,
    • 7 replies
    • 1k views

  15. Two year entry

    By Karen McIver,
    • 2 replies
    • 2.3k views

  16. Was the song’s 64 a retirement age in England?

    By Peter Gulia,   
    • 9 replies
    • 1.9k views

  17. Crediting Service | Employee moves from foreign entity to US entity

    By DCqanda,   
    • 2 replies
    • 1k views

  18. Plan Merger Law Update Amendment?

    By Purplemandinga,
    • 4 replies
    • 1.3k views

  19. Short Plan Year

    By pam@bbm,
    • 2 replies
    • 1.2k views

  20. Combo plan deduction - 404a7 - non PBGC

    By Jakyasar,
    • 2 replies
    • 693 views

  21. My 3 bucket approach to retirement.

    By Zooey72,
    • 4 replies
    • 981 views

  22. Tax credit for a small employer’s start-up expenses for using a multiple-employer plan?

    By Peter Gulia,   
    • 0 replies
    • 400 views

  23. PPP Money

    By thepensionmaven,
    • 15 replies
    • 1.8k views

  24. Actuarial Interest Rate Formula in F5500

    By VeryOldMan,
    • 2 replies
    • 1.1k views

  25. DB/DC Combo - Gateway+top heavy

    By Jakyasar,
    • 2 replies
    • 685 views

  26. Owner's Kid Shortchanged

    By Lucky32,
    • 12 replies
    • 1.2k views

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

    By Jakyasar,
    • 7 replies
    • 1.2k views

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

    By katdmin,
    • 2 replies
    • 885 views

  29. Combo Plan - gateway requirement

    By Jakyasar,
    • 18 replies
    • 2.8k views

  30. Is fidelity bond required?

    By Jakyasar,
    • 7 replies
    • 2k views

  31. excess contribution

    By Chippy,
    • 10 replies
    • 883 views

  32. Pooled Earnings for Terminated Participants

    By katdmin,
    • 8 replies
    • 1.7k views

  33. Partners' correct date of hire?

    By shERPA,
    • 4 replies
    • 1.6k views

  34. Controlled Group - vesting

    By Belgarath,
    • 5 replies
    • 1.7k views

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

    By AJC,
    • 10 replies
    • 934 views

  36. Coronavirus-related distribution tax question

    By rocknrolls2,
    • 1 reply
    • 500 views

  37. Forced rollovers to separate retirement

    By Purplemandinga,
    • 17 replies
    • 3k views

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

    By FORMER ESQ.,
    • 1 reply
    • 539 views

  39. Loan transferred to qualified replacement plan (QRP)

    By Jakyasar,
    • 5 replies
    • 612 views

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

    By rblum50,
    • 0 replies
    • 447 views

  41. Multiple life insurance policies on one individual inside a PS plan

    By pensionadvisor48,
    • 8 replies
    • 1.4k views

  42. Safe Harbor contribution not made

    By pam@bbm,
    • 5 replies
    • 1k views

  43. EE Term'd Prior to Adoption of Plan

    By RestAssured,
    • 1 reply
    • 490 views

  44. Plan Term Lost Partic no SSN

    By BG5150,
    • 21 replies
    • 1.9k views

  45. Granting prior service

    By Belgarath,
    • 6 replies
    • 2k views

  46. Alternate Payee Allocation

    By Irmat,
    • 1 reply
    • 595 views

  47. Different eligibility conditions - discriminatory?

    By Santo Gold,
    • 2 replies
    • 701 views
    • Bri
    • Bri

  48. Traditional IRA transfer to Solo 401k

    By nkaufman,   
    • 10 replies
    • 3.1k views

  49. ERISA Bond question

    By Scuba 401,
    • 2 replies
    • 1.1k views

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

    By pensiongeek,
    • 3 replies
    • 1.1k views
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