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Retirement Plans in General

5,829 topics in this forum

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

    By Luke Bailey,
    • 5 replies
    • 3.2k views

  2. Required Minimum Distribution

    By Lou81,
    • 5 replies
    • 1.3k views

  3. 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
    • 2.1k views

  4. Lifetime Income Disclosure

    By Remote Kathleen,
    • 5 replies
    • 1.3k views

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

    By Sue B,
    • 10 replies
    • 2k views

  6. Rev Proc 2021-30

    By thepensionmaven,
    • 6 replies
    • 1.5k views

  7. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold,
    • 1 reply
    • 837 views

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

    By Basically,
    • 1 reply
    • 921 views

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

    By Jakyasar,
    • 2 replies
    • 1k views

  10. Foreign investments in 401(k) Plan

    By Belgarath,
    • 4 replies
    • 1.5k views

  11. Short Plan Year BIS

    By ESOP Guy,
    • 2 replies
    • 1.2k views

  12. Form 5310 - Electronic Filing

    By Michelle Mianecki,
    • 0 replies
    • 762 views

  13. CalSavers

    By Cynchbeast,
    • 2 replies
    • 1.9k views

  14. Can a management group establish a retirement plan?

    By Santo Gold,
    • 4 replies
    • 1.5k views

  15. counting prior service for eligibility

    By Jakyasar,
    • 7 replies
    • 1.3k views

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

    By Jakyasar,
    • 4 replies
    • 1.2k views

  17. Combo plans - gateway issues

    By Jakyasar,
    • 1 reply
    • 1.2k views

  18. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller,
    • 2 replies
    • 1k views

  19. Terminated participant fees

    By Belgarath,
    • 16 replies
    • 2.3k views

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

    By PensionPro,
    • 1 reply
    • 1.1k views

  21. 8955-ssa related

    By Jakyasar,
    • 3 replies
    • 2.4k views

  22. Retirement Plan Roles and Industry Compensation Study

    By mlp0816,
    • 1 reply
    • 729 views

  23. Distribution made from corporate account

    By Belgarath,
    • 5 replies
    • 1.3k views

  24. Final Form SSA for Plan Termination

    By CRBarnard,
    • 8 replies
    • 3.1k views

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

    By Jakyasar,
    • 4 replies
    • 2.5k views

  26. Default Beneficiary Designations

    By Belgarath,
    • 8 replies
    • 2.9k views

  27. Additional Medicare Tax and SE Calcs

    By JackS,
    • 1 reply
    • 1.2k views

  28. Assumption of liabilities

    By Belgarath,
    • 5 replies
    • 1.4k views

  29. RMD Taken Too Early

    By RCK13,   
    • 2 replies
    • 1.1k views

  30. Testing for combo plans - fiscal year

    By Jakyasar,
    • 4 replies
    • 1k views

  31. Vesting Computation Period Change

    By Pam S.,
    • 2 replies
    • 1.5k views

  32. Deductibility question

    By Jakyasar,
    • 1 reply
    • 687 views

  33. 80/120 Rule

    By lcollins300,
    • 5 replies
    • 1.9k views

  34. How do I apply IRC 411(a)(11)(A) for MEPs

    By Purplemandinga,
    • 1 reply
    • 740 views

  35. Loans from Profit Sharing Plan

    By Chippy,
    • 8 replies
    • 1.7k views

  36. Adopting 2020 Plan under the SECURE Act

    By ConnieStorer,
    • 5 replies
    • 1.3k views

  37. Translation Services

    By EBECatty,
    • 12 replies
    • 2.2k views

  38. Restatements, trust documents, and recordkeeping platforms

    By Belgarath,
    • 5 replies
    • 1.7k views

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

    By AlbanyConsultant,
    • 6 replies
    • 1.2k views

  40. Foreign Company Sponsors 401(k)

    By Purplemandinga,
    • 6 replies
    • 2.7k views

  41. Individually Designed Plan Restatement Requirement?

    By kmhaab,
    • 6 replies
    • 3.1k views

  42. CARES Act Loan Refinance

    By Madison71,
    • 5 replies
    • 1.2k views

  43. Social Security full retirement age mid-year

    By shERPA,
    • 2 replies
    • 1.3k views

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

    By Jakyasar,
    • 7 replies
    • 1.6k views

  45. Post-Severance Pay Correction

    By EPCRSGuru,
    • 3 replies
    • 1.6k views

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

    By Peter Gulia,   
    • 8 replies
    • 1.9k views

  47. To net or not to net?

    By Belgarath,
    • 2 replies
    • 925 views

  48. Joint Employer Status allows for single employer plan?

    By AbsolutelyOkayPossibly,
    • 7 replies
    • 1.4k views

  49. Two year entry

    By Karen McIver,
    • 2 replies
    • 2.9k views

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

    By Peter Gulia,   
    • 9 replies
    • 2.3k views
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