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Retirement Plans in General

5,811 topics in this forum

  1. Coronavirus-related distribution tax question

    By rocknrolls2,
    • 1 reply
    • 540 views

  2. Forced rollovers to separate retirement

    By Purplemandinga,
    • 17 replies
    • 3.2k views

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

    By FORMER ESQ.,
    • 1 reply
    • 8k views

  4. Loan transferred to qualified replacement plan (QRP)

    By Jakyasar,
    • 5 replies
    • 667 views

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

    By rblum50,
    • 0 replies
    • 486 views

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

    By pensionadvisor48,
    • 8 replies
    • 1.6k views

  7. Safe Harbor contribution not made

    By pam@bbm,
    • 5 replies
    • 1.1k views

  8. EE Term'd Prior to Adoption of Plan

    By RestAssured,
    • 1 reply
    • 548 views

  9. Plan Term Lost Partic no SSN

    By BG5150,
    • 21 replies
    • 2.1k views

  10. Granting prior service

    By Belgarath,
    • 6 replies
    • 2.1k views

  11. Alternate Payee Allocation

    By Irmat,
    • 1 reply
    • 643 views

  12. Different eligibility conditions - discriminatory?

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

  13. Traditional IRA transfer to Solo 401k

    By nkaufman,   
    • 10 replies
    • 3.5k views

  14. ERISA Bond question

    By Scuba 401,
    • 2 replies
    • 1.2k views

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

    By pensiongeek,
    • 3 replies
    • 1.1k views

  16. Beneficiary - divorce and death

    By Lou81,   
    • 8 replies
    • 2.1k views

  17. Malware Alert bogus emails

    By ConnieStorer,
    • 1 reply
    • 362 views

  18. 100% Joint and Survivor Pension, beneficiary DOB incorrect

    By LoriLeigh,
    • 11 replies
    • 2.2k views

  19. Top Heavy Question

    By BG5150,
    • 1 reply
    • 599 views

  20. Coverage Question - OEE Entry Dates

    By Gilmore,
    • 1 reply
    • 877 views

  21. Employer missed Annual Additions deadline for Profit Sharing

    By pensiongeek,
    • 1 reply
    • 782 views

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

    By AlbanyConsultant,
    • 4 replies
    • 664 views

  23. required minimum distributions

    By Egold,
    • 2 replies
    • 655 views

  24. Potential Participant SSN Issue

    By kmhaab,
    • 4 replies
    • 1.7k views

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

    By shERPA,
    • 5 replies
    • 978 views

  26. Plan to Plan transfers for a union population

    By Jpagano,
    • 5 replies
    • 1.4k views

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

    By BG5150,
    • 6 replies
    • 1.5k views

  28. plan vs plan sponsor

    By thepensionmaven,
    • 6 replies
    • 951 views

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

    By Jakyasar,
    • 5 replies
    • 938 views

  30. Prohibited Transaction

    By still learning,
    • 3 replies
    • 881 views

  31. ROBS 401(k)

    By still learning,   
    • 2 replies
    • 1.1k views

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

    By JustMe,
    • 2 replies
    • 826 views

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

    By Dave Baker,
    • 1 reply
    • 661 views

  34. Chart of different types of Retirement Plans?

    By BG5150,
    • 2 replies
    • 800 views

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

    By Jakyasar,
    • 4 replies
    • 1.9k views

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

    By Tedterrific,
    • 8 replies
    • 1k views

  37. Changing Fiscal and Plan year ends

    By Chippy,
    • 3 replies
    • 1.5k views

  38. required minimum distribution

    By Egold,
    • 2 replies
    • 679 views

  39. Coverage Transition Question

    By Gilmore,
    • 6 replies
    • 1.8k views

  40. Tax credit

    By Bird,
    • 1 reply
    • 552 views

  41. Designing a 2020 plan when adopted in 2021

    By Jakyasar,
    • 3 replies
    • 903 views

  42. Valuing real estate in retirement plans

    By Draper55,
    • 10 replies
    • 3.8k views

  43. Plan numbers

    By Draper55,
    • 1 reply
    • 779 views

  44. 1099 Software

    By Dougsbpc,
    • 1 reply
    • 558 views

  45. PT/Disqualified person

    By Scuba 401,
    • 12 replies
    • 2.1k views

  46. Happy holidays

    By Jakyasar,
    • 3 replies
    • 942 views

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

    By Peter Gulia,   
    • 10 replies
    • 1.6k views

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

    By Peter Gulia,
    • 7 replies
    • 1.2k views

  49. New ASG Member

    By Gilmore,
    • 5 replies
    • 613 views

  50. Which unnamed retirement plan gets this tax law?

    By Peter Gulia,   
    • 10 replies
    • 1.3k views
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