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Retirement Plans in General

5,819 topics in this forum

  1. Short Plan Year BIS

    By ESOP Guy,
    • 2 replies
    • 988 views

  2. Form 5310 - Electronic Filing

    By Michelle Mianecki,
    • 0 replies
    • 705 views

  3. CalSavers

    By Cynchbeast,
    • 2 replies
    • 1.8k views

  4. Can a management group establish a retirement plan?

    By Santo Gold,
    • 4 replies
    • 1.4k views

  5. counting prior service for eligibility

    By Jakyasar,
    • 7 replies
    • 1.2k views

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

    By Jakyasar,
    • 4 replies
    • 985 views

  7. Combo plans - gateway issues

    By Jakyasar,
    • 1 reply
    • 1.1k views

  8. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller,
    • 2 replies
    • 881 views

  9. Terminated participant fees

    By Belgarath,
    • 16 replies
    • 2.1k views

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

    By PensionPro,
    • 1 reply
    • 903 views

  11. 8955-ssa related

    By Jakyasar,
    • 3 replies
    • 2.3k views

  12. Retirement Plan Roles and Industry Compensation Study

    By mlp0816,
    • 1 reply
    • 665 views

  13. Distribution made from corporate account

    By Belgarath,
    • 5 replies
    • 1.2k views

  14. Final Form SSA for Plan Termination

    By CRBarnard,
    • 8 replies
    • 2.9k views

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

    By Jakyasar,
    • 4 replies
    • 2.4k views

  16. Default Beneficiary Designations

    By Belgarath,
    • 8 replies
    • 2.7k views

  17. Additional Medicare Tax and SE Calcs

    By JackS,
    • 1 reply
    • 971 views

  18. Assumption of liabilities

    By Belgarath,
    • 5 replies
    • 1.3k views

  19. RMD Taken Too Early

    By RCK13,   
    • 2 replies
    • 960 views

  20. Testing for combo plans - fiscal year

    By Jakyasar,
    • 4 replies
    • 862 views

  21. Vesting Computation Period Change

    By Pam S.,
    • 2 replies
    • 1.3k views

  22. Deductibility question

    By Jakyasar,
    • 1 reply
    • 546 views

  23. 80/120 Rule

    By lcollins300,
    • 5 replies
    • 1.7k views

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

    By Purplemandinga,
    • 1 reply
    • 678 views

  25. Loans from Profit Sharing Plan

    By Chippy,
    • 8 replies
    • 1.4k views

  26. Adopting 2020 Plan under the SECURE Act

    By ConnieStorer,
    • 5 replies
    • 1.2k views

  27. Translation Services

    By EBECatty,
    • 12 replies
    • 1.9k views

  28. Restatements, trust documents, and recordkeeping platforms

    By Belgarath,
    • 5 replies
    • 1.6k views

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

    By AlbanyConsultant,
    • 6 replies
    • 1.2k views

  30. Foreign Company Sponsors 401(k)

    By Purplemandinga,
    • 6 replies
    • 2.5k views

  31. Individually Designed Plan Restatement Requirement?

    By kmhaab,
    • 6 replies
    • 3k views

  32. CARES Act Loan Refinance

    By Madison71,
    • 5 replies
    • 1.1k views

  33. Social Security full retirement age mid-year

    By shERPA,
    • 2 replies
    • 1.1k views

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

    By Jakyasar,
    • 7 replies
    • 1.4k views

  35. Post-Severance Pay Correction

    By EPCRSGuru,
    • 3 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 8 replies
    • 1.7k views

  37. To net or not to net?

    By Belgarath,
    • 2 replies
    • 735 views

  38. Joint Employer Status allows for single employer plan?

    By AbsolutelyOkayPossibly,
    • 7 replies
    • 1.3k views

  39. Two year entry

    By Karen McIver,
    • 2 replies
    • 2.7k views

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

    By Peter Gulia,   
    • 9 replies
    • 2.2k views

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

    By DCqanda,   
    • 2 replies
    • 1.2k views

  42. Plan Merger Law Update Amendment?

    By Purplemandinga,
    • 4 replies
    • 1.5k views

  43. Short Plan Year

    By pam@bbm,
    • 2 replies
    • 1.3k views

  44. Combo plan deduction - 404a7 - non PBGC

    By Jakyasar,
    • 2 replies
    • 772 views

  45. My 3 bucket approach to retirement.

    By Zooey72,
    • 4 replies
    • 1.1k views

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

    By Peter Gulia,   
    • 0 replies
    • 487 views

  47. PPP Money

    By thepensionmaven,
    • 15 replies
    • 2k views

  48. Actuarial Interest Rate Formula in F5500

    By VeryOldMan,
    • 2 replies
    • 1.3k views

  49. DB/DC Combo - Gateway+top heavy

    By Jakyasar,
    • 2 replies
    • 778 views

  50. Owner's Kid Shortchanged

    By Lucky32,
    • 12 replies
    • 1.4k views
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