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Retirement Plans in General

5,796 topics in this forum

  1. Beneficiary - divorce and death

    By Lou81,   
    • 8 replies
    • 2k views

  2. Malware Alert bogus emails

    By ConnieStorer,
    • 1 reply
    • 313 views

  3. 100% Joint and Survivor Pension, beneficiary DOB incorrect

    By LoriLeigh,
    • 11 replies
    • 1.8k views

  4. Top Heavy Question

    By BG5150,
    • 1 reply
    • 554 views

  5. Coverage Question - OEE Entry Dates

    By Gilmore,
    • 1 reply
    • 829 views

  6. Employer missed Annual Additions deadline for Profit Sharing

    By pensiongeek,
    • 1 reply
    • 726 views

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

    By AlbanyConsultant,
    • 4 replies
    • 606 views

  8. required minimum distributions

    By Egold,
    • 2 replies
    • 594 views

  9. Potential Participant SSN Issue

    By kmhaab,
    • 4 replies
    • 1.6k views

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

    By shERPA,
    • 5 replies
    • 895 views

  11. Plan to Plan transfers for a union population

    By Jpagano,
    • 5 replies
    • 1.3k views

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

    By BG5150,
    • 6 replies
    • 1.4k views

  13. plan vs plan sponsor

    By thepensionmaven,
    • 6 replies
    • 890 views

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

    By Jakyasar,
    • 5 replies
    • 870 views

  15. Prohibited Transaction

    By still learning,
    • 3 replies
    • 786 views

  16. ROBS 401(k)

    By still learning,   
    • 2 replies
    • 1.1k views

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

    By JustMe,
    • 2 replies
    • 763 views

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

    By Dave Baker,
    • 1 reply
    • 611 views

  19. Chart of different types of Retirement Plans?

    By BG5150,
    • 2 replies
    • 750 views

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

    By Jakyasar,
    • 4 replies
    • 1.8k views

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

    By Tedterrific,
    • 8 replies
    • 933 views

  22. Changing Fiscal and Plan year ends

    By Chippy,
    • 3 replies
    • 1.4k views

  23. required minimum distribution

    By Egold,
    • 2 replies
    • 621 views

  24. Coverage Transition Question

    By Gilmore,
    • 6 replies
    • 1.7k views

  25. Tax credit

    By Bird,
    • 1 reply
    • 497 views

  26. Designing a 2020 plan when adopted in 2021

    By Jakyasar,
    • 3 replies
    • 850 views

  27. Valuing real estate in retirement plans

    By Draper55,
    • 10 replies
    • 2.9k views

  28. Plan numbers

    By Draper55,
    • 1 reply
    • 727 views

  29. 1099 Software

    By Dougsbpc,
    • 1 reply
    • 519 views

  30. PT/Disqualified person

    By Scuba 401,
    • 12 replies
    • 2k views

  31. Happy holidays

    By Jakyasar,
    • 3 replies
    • 892 views

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

    By Peter Gulia,   
    • 10 replies
    • 1.4k views

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

    By Peter Gulia,
    • 7 replies
    • 1.1k views

  34. New ASG Member

    By Gilmore,
    • 5 replies
    • 555 views

  35. Which unnamed retirement plan gets this tax law?

    By Peter Gulia,   
    • 10 replies
    • 1.2k views

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

    By Judge Mental,
    • 2 replies
    • 1.1k views

  37. Was there a partial termination in 2020?

    By Peter Gulia,   
    • 3 replies
    • 698 views

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

    By Peter Gulia,   
    • 0 replies
    • 353 views

  39. missing participants

    By Peter Gulia,
    • 12 replies
    • 2.8k views

  40. One or two VCP applications/fees?

    By J Simmons,
    • 1 reply
    • 689 views

  41. Deduction for PPP salary plus regular salary

    By Jakyasar,
    • 0 replies
    • 372 views

  42. DB RMD - changed the plan year during 2020

    By Jakyasar,
    • 1 reply
    • 590 views

  43. Beneficiary Question

    By KaJay,
    • 4 replies
    • 858 views

  44. Matching Contribution Timing

    By mjf06241972,
    • 2 replies
    • 572 views

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

    By rocknrolls2,
    • 1 reply
    • 474 views

  46. CG for part of year

    By Bird,
    • 1 reply
    • 371 views

  47. Is this a partial termination

    By Jakyasar,
    • 2 replies
    • 510 views

  48. Combo testing for plans with different nra

    By Tedterrific,   
    • 3 replies
    • 1.4k views

  49. Coronavirus-Related Distribution and Top Heavy

    By Gilmore,
    • 1 reply
    • 457 views

  50. Good Ole' FDP

    By jsample,
    • 8 replies
    • 925 views
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