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Retirement Plans in General

5,781 topics in this forum

  1. ROBS 401(k)

    By still learning,   
    • 2 replies
    • 1k views

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

    By JustMe,
    • 2 replies
    • 729 views

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

    By Dave Baker,
    • 1 reply
    • 586 views

  4. Chart of different types of Retirement Plans?

    By BG5150,
    • 2 replies
    • 720 views

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

    By Jakyasar,
    • 4 replies
    • 1.8k views

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

    By Tedterrific,
    • 8 replies
    • 893 views

  7. Changing Fiscal and Plan year ends

    By Chippy,
    • 3 replies
    • 1.3k views

  8. required minimum distribution

    By Egold,
    • 2 replies
    • 601 views

  9. Coverage Transition Question

    By Gilmore,
    • 6 replies
    • 1.7k views

  10. Tax credit

    By Bird,
    • 1 reply
    • 477 views

  11. Designing a 2020 plan when adopted in 2021

    By Jakyasar,
    • 3 replies
    • 823 views

  12. Valuing real estate in retirement plans

    By Draper55,
    • 10 replies
    • 2.4k views

  13. Plan numbers

    By Draper55,
    • 1 reply
    • 705 views

  14. 1099 Software

    By Dougsbpc,
    • 1 reply
    • 492 views

  15. PT/Disqualified person

    By Scuba 401,
    • 12 replies
    • 2k views

  16. Happy holidays

    By Jakyasar,
    • 3 replies
    • 862 views

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

    By Peter Gulia,   
    • 10 replies
    • 1.3k views

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

    By Peter Gulia,
    • 7 replies
    • 1.1k views

  19. New ASG Member

    By Gilmore,
    • 5 replies
    • 533 views

  20. Which unnamed retirement plan gets this tax law?

    By Peter Gulia,   
    • 10 replies
    • 1.1k views

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

    By Judge Mental,
    • 2 replies
    • 1.1k views

  22. Was there a partial termination in 2020?

    By Peter Gulia,   
    • 3 replies
    • 671 views

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

    By Peter Gulia,   
    • 0 replies
    • 336 views

  24. missing participants

    By Peter Gulia,
    • 12 replies
    • 2.7k views

  25. One or two VCP applications/fees?

    By J Simmons,
    • 1 reply
    • 666 views

  26. Deduction for PPP salary plus regular salary

    By Jakyasar,
    • 0 replies
    • 350 views

  27. DB RMD - changed the plan year during 2020

    By Jakyasar,
    • 1 reply
    • 569 views

  28. Beneficiary Question

    By KaJay,
    • 4 replies
    • 815 views

  29. Matching Contribution Timing

    By mjf06241972,
    • 2 replies
    • 547 views

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

    By rocknrolls2,
    • 1 reply
    • 460 views

  31. CG for part of year

    By Bird,
    • 1 reply
    • 349 views

  32. Is this a partial termination

    By Jakyasar,
    • 2 replies
    • 490 views

  33. Combo testing for plans with different nra

    By Tedterrific,   
    • 3 replies
    • 1.4k views

  34. Coronavirus-Related Distribution and Top Heavy

    By Gilmore,
    • 1 reply
    • 444 views

  35. Good Ole' FDP

    By jsample,
    • 8 replies
    • 897 views

  36. Plan Termed, Partic is getting a divorce

    By BG5150,
    • 15 replies
    • 1.3k views

  37. 415 reduction for overlapping plan years

    By AlbanyConsultant,
    • 8 replies
    • 1.1k views

  38. changing address for TIN?

    By AlbanyConsultant,
    • 2 replies
    • 529 views

  39. safe harbor plans joining PEPs mid year

    By mattmc82,
    • 3 replies
    • 1.2k views

  40. substantial and recurring contributions

    By Scuba 401,
    • 11 replies
    • 2.8k views

  41. TIN obtained before plan is set up

    By Jakyasar,
    • 4 replies
    • 607 views

  42. 501 hour exclusion

    By Bird,
    • 7 replies
    • 3k views

  43. Document fee for the first year of the plan

    By Jakyasar,
    • 4 replies
    • 830 views

  44. ASG analysis - part of "start-up costs" for credit?

    By AlbanyConsultant,
    • 0 replies
    • 355 views

  45. Prohibited Transaction Issue?

    By Buckoosier,
    • 1 reply
    • 460 views

  46. Needs enlightenment

    By Mermaid,
    • 1 reply
    • 436 views

  47. after-tax employee contributions

    By Santo Gold,
    • 3 replies
    • 909 views

  48. 410(b) and determination letters

    By AndyH,
    • 2 replies
    • 575 views

  49. Constructive Ownership/Spousal attribution

    By TPApril,
    • 3 replies
    • 743 views

  50. combo plan testing - gateway requirement

    By Jakyasar,
    • 3 replies
    • 1.2k views
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