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Retirement Plans in General

5,753 topics in this forum

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

    By shERPA,
    • 5 replies
    • 773 views

  2. plan vs plan sponsor

    By thepensionmaven,
    • 6 replies
    • 800 views

  3. Plan to Plan transfers for a union population

    By Jpagano,
    • 5 replies
    • 1.2k views

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

    By BG5150,
    • 6 replies
    • 1.3k views

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

    By JustMe,
    • 2 replies
    • 693 views

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

    By Dave Baker,
    • 1 reply
    • 553 views

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

    By Jakyasar,
    • 5 replies
    • 800 views

  8. Chart of different types of Retirement Plans?

    By BG5150,
    • 2 replies
    • 683 views

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

    By Jakyasar,
    • 4 replies
    • 1.7k views

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

    By AlbanyConsultant,
    • 4 replies
    • 545 views

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

    By Tedterrific,
    • 8 replies
    • 851 views

  12. Changing Fiscal and Plan year ends

    By Chippy,
    • 3 replies
    • 1.3k views

  13. Prohibited Transaction

    By still learning,
    • 3 replies
    • 728 views

  14. required minimum distributions

    By Egold,
    • 2 replies
    • 541 views

  15. required minimum distribution

    By Egold,
    • 2 replies
    • 567 views

  16. ROBS 401(k)

    By still learning,   
    • 2 replies
    • 962 views

  17. Coverage Transition Question

    By Gilmore,
    • 6 replies
    • 1.6k views

  18. Tax credit

    By Bird,
    • 1 reply
    • 450 views

  19. Plan numbers

    By Draper55,
    • 1 reply
    • 670 views

  20. 1099 Software

    By Dougsbpc,
    • 1 reply
    • 460 views

  21. Designing a 2020 plan when adopted in 2021

    By Jakyasar,
    • 3 replies
    • 797 views

  22. Can a management group establish a retirement plan?

    By Santo Gold,
    • 4 replies
    • 1.1k views

  23. Valuing real estate in retirement plans

    By Draper55,
    • 10 replies
    • 2.2k views

  24. PT/Disqualified person

    By Scuba 401,
    • 12 replies
    • 1.9k views

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

    By Peter Gulia,   
    • 10 replies
    • 1.2k views

  26. Happy holidays

    By Jakyasar,
    • 3 replies
    • 825 views

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

    By Peter Gulia,
    • 7 replies
    • 1.1k views

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

    By Peter Gulia,   
    • 0 replies
    • 317 views

  29. Was there a partial termination in 2020?

    By Peter Gulia,   
    • 3 replies
    • 639 views

  30. Which unnamed retirement plan gets this tax law?

    By Peter Gulia,   
    • 10 replies
    • 1.1k views

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

    By Judge Mental,
    • 2 replies
    • 992 views

  32. Deduction for PPP salary plus regular salary

    By Jakyasar,
    • 0 replies
    • 326 views

  33. One or two VCP applications/fees?

    By J Simmons,
    • 1 reply
    • 619 views

  34. DB RMD - changed the plan year during 2020

    By Jakyasar,
    • 1 reply
    • 545 views

  35. Beneficiary Question

    By KaJay,
    • 4 replies
    • 784 views

  36. Has Anyone Seen a Copy of Legislative Text of New Coronavirus Relief Bill?

    By rocknrolls2,
    • 1 reply
    • 435 views

  37. Combo Plan - gateway requirement

    By Jakyasar,
    • 18 replies
    • 2.5k views

  38. Matching Contribution Timing

    By mjf06241972,
    • 2 replies
    • 516 views

  39. CG for part of year

    By Bird,
    • 1 reply
    • 322 views

  40. New ASG Member

    By Gilmore,
    • 5 replies
    • 507 views

  41. Combo testing for plans with different nra

    By Tedterrific,   
    • 3 replies
    • 1.3k views

  42. Coronavirus-Related Distribution and Top Heavy

    By Gilmore,
    • 1 reply
    • 423 views

  43. Is this a partial termination

    By Jakyasar,
    • 2 replies
    • 466 views

  44. counting prior service for eligibility

    By Jakyasar,
    • 7 replies
    • 979 views

  45. Good Ole' FDP

    By jsample,
    • 8 replies
    • 858 views

  46. Plan Termed, Partic is getting a divorce

    By BG5150,
    • 15 replies
    • 1.2k views

  47. changing address for TIN?

    By AlbanyConsultant,
    • 2 replies
    • 490 views

  48. safe harbor plans joining PEPs mid year

    By mattmc82,
    • 3 replies
    • 1.2k views

  49. TIN obtained before plan is set up

    By Jakyasar,
    • 4 replies
    • 575 views

  50. 415 reduction for overlapping plan years

    By AlbanyConsultant,
    • 8 replies
    • 1.1k views
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