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Retirement Plans in General

5,829 topics in this forum

  1. Crediting Service | Employee moves from foreign entity to US entity

    By DCqanda,   
    • 2 replies
    • 1.3k views

  2. Plan Merger Law Update Amendment?

    By Purplemandinga,
    • 4 replies
    • 1.6k views

  3. Short Plan Year

    By pam@bbm,
    • 2 replies
    • 1.4k views

  4. Combo plan deduction - 404a7 - non PBGC

    By Jakyasar,
    • 2 replies
    • 883 views

  5. My 3 bucket approach to retirement.

    By Zooey72,
    • 4 replies
    • 1.3k views

  6. Tax credit for a small employer’s start-up expenses for using a multiple-employer plan?

    By Peter Gulia,   
    • 0 replies
    • 549 views

  7. PPP Money

    By thepensionmaven,
    • 15 replies
    • 2.2k views

  8. Actuarial Interest Rate Formula in F5500

    By VeryOldMan,
    • 2 replies
    • 1.4k views

  9. DB/DC Combo - Gateway+top heavy

    By Jakyasar,
    • 2 replies
    • 850 views

  10. Owner's Kid Shortchanged

    By Lucky32,
    • 12 replies
    • 1.5k views

  11. Can the qualified replacement plan (QRP) pay for retiree medical benefit?

    By Jakyasar,
    • 7 replies
    • 1.6k views

  12. W-2 issued with no pre-tax deferrals

    By Sotired,
    • 2 replies
    • 1.1k views

  13. Combo Plan - gateway requirement

    By Jakyasar,
    • 18 replies
    • 3.4k views

  14. Is fidelity bond required?

    By Jakyasar,
    • 7 replies
    • 2.4k views

  15. excess contribution

    By Chippy,
    • 10 replies
    • 1.2k views

  16. Pooled Earnings for Terminated Participants

    By Sotired,
    • 8 replies
    • 2.1k views

  17. Partners' correct date of hire?

    By shERPA,
    • 4 replies
    • 1.8k views

  18. Controlled Group - vesting

    By Belgarath,
    • 5 replies
    • 2k views

  19. one partner in partnership wants only alternative investments in 401(k)

    By AJC,
    • 10 replies
    • 1.3k views

  20. Coronavirus-related distribution tax question

    By rocknrolls2,
    • 1 reply
    • 679 views

  21. Forced rollovers to separate retirement

    By Purplemandinga,
    • 17 replies
    • 3.9k views

  22. Aggregation of two Safe-Harbor Match 401(k) Plans with Different Matching Formulas

    By FORMER ESQ.,
    • 1 reply
    • 8.2k views

  23. Loan transferred to qualified replacement plan (QRP)

    By Jakyasar,
    • 5 replies
    • 799 views

  24. Can the Retirement Plans Startup Costs Tax Credit be requested retroactively?

    By rblum50,
    • 0 replies
    • 562 views

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

    By pensionadvisor48,
    • 8 replies
    • 2k views

  26. Safe Harbor contribution not made

    By pam@bbm,
    • 5 replies
    • 1.3k views

  27. EE Term'd Prior to Adoption of Plan

    By RestAssured,
    • 1 reply
    • 650 views

  28. Plan Term Lost Partic no SSN

    By BG5150,
    • 21 replies
    • 2.5k views

  29. Granting prior service

    By Belgarath,
    • 6 replies
    • 2.4k views

  30. Alternate Payee Allocation

    By Irmat,
    • 1 reply
    • 729 views

  31. Different eligibility conditions - discriminatory?

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

  32. Traditional IRA transfer to Solo 401k

    By nkaufman,   
    • 10 replies
    • 4.1k views

  33. ERISA Bond question

    By Scuba 401,
    • 2 replies
    • 1.3k views

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

    By pensiongeek,
    • 3 replies
    • 1.2k views

  35. Beneficiary - divorce and death

    By Lou81,   
    • 8 replies
    • 2.3k views

  36. Malware Alert bogus emails

    By ConnieStorer,
    • 1 reply
    • 523 views

  37. 100% Joint and Survivor Pension, beneficiary DOB incorrect

    By LoriLeigh,
    • 11 replies
    • 2.9k views

  38. Top Heavy Question

    By BG5150,
    • 1 reply
    • 840 views

  39. Coverage Question - OEE Entry Dates

    By Gilmore,
    • 1 reply
    • 961 views

  40. Employer missed Annual Additions deadline for Profit Sharing

    By pensiongeek,
    • 1 reply
    • 880 views

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

    By AlbanyConsultant,
    • 4 replies
    • 811 views

  42. required minimum distributions

    By Egold,
    • 2 replies
    • 868 views

  43. Potential Participant SSN Issue

    By kmhaab,
    • 4 replies
    • 1.9k views

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

    By shERPA,
    • 5 replies
    • 1.2k views

  45. Plan to Plan transfers for a union population

    By Jpagano,
    • 5 replies
    • 1.6k views

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

    By BG5150,
    • 6 replies
    • 1.8k views

  47. plan vs plan sponsor

    By thepensionmaven,
    • 6 replies
    • 1.2k views

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

    By Jakyasar,
    • 5 replies
    • 1.2k views

  49. Prohibited Transaction

    By still learning,
    • 3 replies
    • 1.1k views

  50. ROBS 401(k)

    By still learning,   
    • 2 replies
    • 1.3k views
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