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Retirement Plans in General

5,753 topics in this forum

  1. Plan Term Lost Partic no SSN

    By BG5150,
    • 21 replies
    • 1.8k views

  2. Granting prior service

    By Belgarath,
    • 6 replies
    • 1.8k views

  3. Alternate Payee Allocation

    By Irmat,
    • 1 reply
    • 521 views

  4. Different eligibility conditions - discriminatory?

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

  5. Traditional IRA transfer to Solo 401k

    By nkaufman,   
    • 10 replies
    • 1.8k views

  6. ERISA Bond question

    By Scuba 401,
    • 2 replies
    • 909 views

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

    By pensiongeek,
    • 3 replies
    • 1k views

  8. Beneficiary - divorce and death

    By Lou81,   
    • 8 replies
    • 1.9k views

  9. Malware Alert bogus emails

    By ConnieStorer,
    • 1 reply
    • 282 views

  10. 100% Joint and Survivor Pension, beneficiary DOB incorrect

    By LoriLeigh,
    • 11 replies
    • 1.4k views

  11. Top Heavy Question

    By BG5150,
    • 1 reply
    • 510 views

  12. Coverage Question - OEE Entry Dates

    By Gilmore,
    • 1 reply
    • 763 views

  13. Employer missed Annual Additions deadline for Profit Sharing

    By pensiongeek,
    • 1 reply
    • 672 views

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

    By AlbanyConsultant,
    • 4 replies
    • 545 views

  15. required minimum distributions

    By Egold,
    • 2 replies
    • 541 views

  16. Potential Participant SSN Issue

    By kmhaab,
    • 4 replies
    • 1.4k views

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

    By shERPA,
    • 5 replies
    • 773 views

  18. Plan to Plan transfers for a union population

    By Jpagano,
    • 5 replies
    • 1.2k views

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

    By BG5150,
    • 6 replies
    • 1.3k views

  20. plan vs plan sponsor

    By thepensionmaven,
    • 6 replies
    • 800 views

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

    By Jakyasar,
    • 5 replies
    • 800 views

  22. Prohibited Transaction

    By still learning,
    • 3 replies
    • 728 views

  23. ROBS 401(k)

    By still learning,   
    • 2 replies
    • 962 views

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

    By JustMe,
    • 2 replies
    • 693 views

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

    By Dave Baker,
    • 1 reply
    • 553 views

  26. Chart of different types of Retirement Plans?

    By BG5150,
    • 2 replies
    • 683 views

  27. What fees can be paid from the plan assets?

    By Jakyasar,
    • 4 replies
    • 1.7k views

  28. Former participant sort of never received distributions after attaining NRA

    By Tedterrific,
    • 8 replies
    • 851 views

  29. Changing Fiscal and Plan year ends

    By Chippy,
    • 3 replies
    • 1.3k views

  30. required minimum distribution

    By Egold,
    • 2 replies
    • 567 views

  31. Coverage Transition Question

    By Gilmore,
    • 6 replies
    • 1.6k views

  32. Tax credit

    By Bird,
    • 1 reply
    • 450 views

  33. Designing a 2020 plan when adopted in 2021

    By Jakyasar,
    • 3 replies
    • 797 views

  34. Valuing real estate in retirement plans

    By Draper55,
    • 10 replies
    • 2.2k views

  35. Plan numbers

    By Draper55,
    • 1 reply
    • 670 views

  36. 1099 Software

    By Dougsbpc,
    • 1 reply
    • 459 views

  37. PT/Disqualified person

    By Scuba 401,
    • 12 replies
    • 1.9k views

  38. Happy holidays

    By Jakyasar,
    • 3 replies
    • 825 views

  39. Which is better: a State-run IRA program, or a 401(k) plan?

    By Peter Gulia,   
    • 10 replies
    • 1.2k views

  40. Will the Consolidated Appropriations Act, 2021 bill be enacted?

    By Peter Gulia,
    • 7 replies
    • 1.1k views

  41. New ASG Member

    By Gilmore,
    • 5 replies
    • 506 views

  42. Which unnamed retirement plan gets this tax law?

    By Peter Gulia,   
    • 10 replies
    • 1.1k views

  43. Having trouble getting my retirement checks to Phillipines from U.S. company

    By Judge Mental,
    • 2 replies
    • 992 views

  44. Was there a partial termination in 2020?

    By Peter Gulia,   
    • 3 replies
    • 639 views

  45. A money-purchase plan may provide a coronavirus-related distribution.

    By Peter Gulia,   
    • 0 replies
    • 317 views

  46. missing participants

    By Peter Gulia,
    • 12 replies
    • 2.6k views

  47. One or two VCP applications/fees?

    By J Simmons,
    • 1 reply
    • 619 views

  48. Deduction for PPP salary plus regular salary

    By Jakyasar,
    • 0 replies
    • 326 views

  49. DB RMD - changed the plan year during 2020

    By Jakyasar,
    • 1 reply
    • 545 views

  50. Beneficiary Question

    By KaJay,
    • 4 replies
    • 784 views
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