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Retirement Plans in General

5,791 topics in this forum

  1. Employer missed Annual Additions deadline for Profit Sharing

    By pensiongeek,
    • 1 reply
    • 711 views

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

    By AlbanyConsultant,
    • 4 replies
    • 591 views

  3. required minimum distributions

    By Egold,
    • 2 replies
    • 589 views

  4. Potential Participant SSN Issue

    By kmhaab,
    • 4 replies
    • 1.5k views

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

    By shERPA,
    • 5 replies
    • 872 views

  6. Plan to Plan transfers for a union population

    By Jpagano,
    • 5 replies
    • 1.3k views

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

    By BG5150,
    • 6 replies
    • 1.4k views

  8. plan vs plan sponsor

    By thepensionmaven,
    • 6 replies
    • 854 views

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

    By Jakyasar,
    • 5 replies
    • 858 views

  10. Prohibited Transaction

    By still learning,
    • 3 replies
    • 770 views

  11. ROBS 401(k)

    By still learning,   
    • 2 replies
    • 1k views

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

    By JustMe,
    • 2 replies
    • 746 views

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

    By Dave Baker,
    • 1 reply
    • 599 views

  14. Chart of different types of Retirement Plans?

    By BG5150,
    • 2 replies
    • 730 views

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

    By Jakyasar,
    • 4 replies
    • 1.8k views

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

    By Tedterrific,
    • 8 replies
    • 913 views

  17. Changing Fiscal and Plan year ends

    By Chippy,
    • 3 replies
    • 1.4k views

  18. required minimum distribution

    By Egold,
    • 2 replies
    • 617 views

  19. Coverage Transition Question

    By Gilmore,
    • 6 replies
    • 1.7k views

  20. Tax credit

    By Bird,
    • 1 reply
    • 491 views

  21. Designing a 2020 plan when adopted in 2021

    By Jakyasar,
    • 3 replies
    • 831 views

  22. Valuing real estate in retirement plans

    By Draper55,
    • 10 replies
    • 2.6k views

  23. Plan numbers

    By Draper55,
    • 1 reply
    • 714 views

  24. 1099 Software

    By Dougsbpc,
    • 1 reply
    • 500 views

  25. PT/Disqualified person

    By Scuba 401,
    • 12 replies
    • 2k views

  26. Happy holidays

    By Jakyasar,
    • 3 replies
    • 870 views

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

    By Peter Gulia,   
    • 10 replies
    • 1.4k views

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

    By Peter Gulia,
    • 7 replies
    • 1.1k views

  29. New ASG Member

    By Gilmore,
    • 5 replies
    • 545 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
    • 1.1k views

  32. Was there a partial termination in 2020?

    By Peter Gulia,   
    • 3 replies
    • 681 views

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

    By Peter Gulia,   
    • 0 replies
    • 343 views

  34. missing participants

    By Peter Gulia,
    • 12 replies
    • 2.7k views

  35. One or two VCP applications/fees?

    By J Simmons,
    • 1 reply
    • 677 views

  36. Deduction for PPP salary plus regular salary

    By Jakyasar,
    • 0 replies
    • 357 views

  37. DB RMD - changed the plan year during 2020

    By Jakyasar,
    • 1 reply
    • 577 views

  38. Beneficiary Question

    By KaJay,
    • 4 replies
    • 824 views

  39. Matching Contribution Timing

    By mjf06241972,
    • 2 replies
    • 555 views

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

    By rocknrolls2,
    • 1 reply
    • 465 views

  41. CG for part of year

    By Bird,
    • 1 reply
    • 357 views

  42. Is this a partial termination

    By Jakyasar,
    • 2 replies
    • 501 views

  43. Combo testing for plans with different nra

    By Tedterrific,   
    • 3 replies
    • 1.4k views

  44. Coronavirus-Related Distribution and Top Heavy

    By Gilmore,
    • 1 reply
    • 451 views

  45. Good Ole' FDP

    By jsample,
    • 8 replies
    • 906 views

  46. Plan Termed, Partic is getting a divorce

    By BG5150,
    • 15 replies
    • 1.3k views

  47. 415 reduction for overlapping plan years

    By AlbanyConsultant,
    • 8 replies
    • 1.1k views

  48. changing address for TIN?

    By AlbanyConsultant,
    • 2 replies
    • 550 views

  49. safe harbor plans joining PEPs mid year

    By mattmc82,
    • 3 replies
    • 1.2k views

  50. substantial and recurring contributions

    By Scuba 401,
    • 11 replies
    • 2.8k views
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