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Retirement Plans in General

5,839 topics in this forum

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

    By Jakyasar,
    • 4 replies
    • 1.2k views

  2. 50% owner of LLC also works for self employed wife

    By ombskid,
    • 0 replies
    • 719 views

  3. Short plan/company year - first year

    By Jakyasar,
    • 2 replies
    • 880 views

  4. Rev Rul 76-28

    By Jakyasar,
    • 1 reply
    • 1.2k views

  5. 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
    • 1.7k views

  6. Understanding Affiliated Service Groups

    By Carrie,
    • 2 replies
    • 1.8k views

  7. State Pension Plan

    By SaraJames,   
    • 1 reply
    • 1.1k views

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

    By BG5150,
    • 3 replies
    • 1.4k views

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

    By TPApril,
    • 1 reply
    • 1k views

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

    By BG5150,
    • 1 reply
    • 1.1k views

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

    By Luke Bailey,
    • 5 replies
    • 3.3k views

  12. Required Minimum Distribution

    By Lou81,
    • 5 replies
    • 1.4k views

  13. 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
    • 2.2k views

  14. Lifetime Income Disclosure

    By Remote Kathleen,
    • 5 replies
    • 1.3k views

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

    By Sue B,
    • 10 replies
    • 2.1k views

  16. Rev Proc 2021-30

    By thepensionmaven,
    • 6 replies
    • 1.6k views

  17. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold,
    • 1 reply
    • 894 views

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

    By Basically,
    • 1 reply
    • 952 views

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

    By Jakyasar,
    • 2 replies
    • 1k views

  20. Foreign investments in 401(k) Plan

    By Belgarath,
    • 4 replies
    • 1.6k views

  21. Short Plan Year BIS

    By ESOP Guy,
    • 2 replies
    • 1.2k views

  22. Form 5310 - Electronic Filing

    By Michelle Mianecki,
    • 0 replies
    • 814 views

  23. CalSavers

    By Cynchbeast,
    • 2 replies
    • 2k views

  24. Can a management group establish a retirement plan?

    By Santo Gold,
    • 4 replies
    • 1.6k views

  25. counting prior service for eligibility

    By Jakyasar,
    • 7 replies
    • 1.4k views

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

    By Jakyasar,
    • 4 replies
    • 1.2k views

  27. Combo plans - gateway issues

    By Jakyasar,
    • 1 reply
    • 1.2k views

  28. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller,
    • 2 replies
    • 1.1k views

  29. Terminated participant fees

    By Belgarath,
    • 16 replies
    • 2.4k views

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

    By PensionPro,
    • 1 reply
    • 1.1k views

  31. 8955-ssa related

    By Jakyasar,
    • 3 replies
    • 2.4k views

  32. Retirement Plan Roles and Industry Compensation Study

    By mlp0816,
    • 1 reply
    • 766 views

  33. Distribution made from corporate account

    By Belgarath,
    • 5 replies
    • 1.4k views

  34. Final Form SSA for Plan Termination

    By CRBarnard,
    • 8 replies
    • 3.2k views

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

    By Jakyasar,
    • 4 replies
    • 2.6k views

  36. Default Beneficiary Designations

    By Belgarath,
    • 8 replies
    • 3k views

  37. Additional Medicare Tax and SE Calcs

    By JackS,
    • 1 reply
    • 1.2k views

  38. Assumption of liabilities

    By Belgarath,
    • 5 replies
    • 1.5k views

  39. RMD Taken Too Early

    By RCK13,   
    • 2 replies
    • 1.1k views

  40. Testing for combo plans - fiscal year

    By Jakyasar,
    • 4 replies
    • 1.1k views

  41. Vesting Computation Period Change

    By Pam S.,
    • 2 replies
    • 1.6k views

  42. Deductibility question

    By Jakyasar,
    • 1 reply
    • 743 views

  43. 80/120 Rule

    By lcollins300,
    • 5 replies
    • 2k views

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

    By Purplemandinga,
    • 1 reply
    • 785 views

  45. Loans from Profit Sharing Plan

    By Chippy,
    • 8 replies
    • 1.8k views

  46. Adopting 2020 Plan under the SECURE Act

    By ConnieStorer,
    • 5 replies
    • 1.3k views

  47. Translation Services

    By EBECatty,
    • 12 replies
    • 2.4k views

  48. Restatements, trust documents, and recordkeeping platforms

    By Belgarath,
    • 5 replies
    • 1.7k views

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

    By AlbanyConsultant,
    • 6 replies
    • 1.3k views

  50. Foreign Company Sponsors 401(k)

    By Purplemandinga,
    • 6 replies
    • 2.7k views
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