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Retirement Plans in General

5,772 topics in this forum

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

    By pensionadvisor48,
    • 8 replies
    • 1.2k views

  2. Safe Harbor contribution not made

    By pam@bbm,
    • 5 replies
    • 983 views

  3. EE Term'd Prior to Adoption of Plan

    By RestAssured,
    • 1 reply
    • 462 views

  4. Alternate Payee Allocation

    By Irmat,
    • 1 reply
    • 553 views

  5. Granting prior service

    By Belgarath,
    • 6 replies
    • 1.9k views

  6. Plan Term Lost Partic no SSN

    By BG5150,
    • 21 replies
    • 1.8k views

  7. Different eligibility conditions - discriminatory?

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

  8. Traditional IRA transfer to Solo 401k

    By nkaufman,   
    • 10 replies
    • 2.3k views

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

    By pensiongeek,
    • 3 replies
    • 1k views

  10. ERISA Bond question

    By Scuba 401,
    • 2 replies
    • 935 views

  11. Does plan sponsor need EIN to create a 401k Plan?

    By Santo Gold,
    • 16 replies
    • 4.8k views

  12. Malware Alert bogus emails

    By ConnieStorer,
    • 1 reply
    • 293 views

  13. Beneficiary - divorce and death

    By Lou81,   
    • 8 replies
    • 1.9k views

  14. Where do the terms "ER" and "EE" come from?

    By ESOP Guy,
    • 2 replies
    • 836 views

  15. Top Heavy Question

    By BG5150,
    • 1 reply
    • 522 views

  16. Coverage Question - OEE Entry Dates

    By Gilmore,
    • 1 reply
    • 780 views

  17. Employer missed Annual Additions deadline for Profit Sharing

    By pensiongeek,
    • 1 reply
    • 688 views

  18. 100% Joint and Survivor Pension, beneficiary DOB incorrect

    By LoriLeigh,
    • 11 replies
    • 1.5k views

  19. Potential Participant SSN Issue

    By kmhaab,
    • 4 replies
    • 1.4k views

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

    By shERPA,
    • 5 replies
    • 805 views

  21. plan vs plan sponsor

    By thepensionmaven,
    • 6 replies
    • 821 views

  22. Plan to Plan transfers for a union population

    By Jpagano,
    • 5 replies
    • 1.3k views

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

    By BG5150,
    • 6 replies
    • 1.3k views

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

    By JustMe,
    • 2 replies
    • 713 views

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

    By Dave Baker,
    • 1 reply
    • 568 views

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

    By Jakyasar,
    • 5 replies
    • 824 views

  27. Chart of different types of Retirement Plans?

    By BG5150,
    • 2 replies
    • 698 views

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

    By Jakyasar,
    • 4 replies
    • 1.7k views

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

    By AlbanyConsultant,
    • 4 replies
    • 571 views

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

    By Tedterrific,
    • 8 replies
    • 869 views

  31. Changing Fiscal and Plan year ends

    By Chippy,
    • 3 replies
    • 1.3k views

  32. Prohibited Transaction

    By still learning,
    • 3 replies
    • 741 views

  33. required minimum distributions

    By Egold,
    • 2 replies
    • 560 views

  34. required minimum distribution

    By Egold,
    • 2 replies
    • 584 views

  35. ROBS 401(k)

    By still learning,   
    • 2 replies
    • 992 views

  36. Coverage Transition Question

    By Gilmore,
    • 6 replies
    • 1.6k views

  37. Tax credit

    By Bird,
    • 1 reply
    • 463 views

  38. Plan numbers

    By Draper55,
    • 1 reply
    • 693 views

  39. 1099 Software

    By Dougsbpc,
    • 1 reply
    • 477 views

  40. Designing a 2020 plan when adopted in 2021

    By Jakyasar,
    • 3 replies
    • 810 views

  41. Can a management group establish a retirement plan?

    By Santo Gold,
    • 4 replies
    • 1.2k views

  42. Valuing real estate in retirement plans

    By Draper55,
    • 10 replies
    • 2.2k views

  43. PT/Disqualified person

    By Scuba 401,
    • 12 replies
    • 1.9k views

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

    By Peter Gulia,   
    • 10 replies
    • 1.3k views

  45. Happy holidays

    By Jakyasar,
    • 3 replies
    • 846 views

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

    By Peter Gulia,
    • 7 replies
    • 1.1k views

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

    By Peter Gulia,   
    • 0 replies
    • 326 views

  48. Was there a partial termination in 2020?

    By Peter Gulia,   
    • 3 replies
    • 659 views

  49. Which unnamed retirement plan gets this tax law?

    By Peter Gulia,   
    • 10 replies
    • 1.1k views

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

    By Judge Mental,
    • 2 replies
    • 1k views
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