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Retirement Plans in General

5,839 topics in this forum

  1. Individually Designed Plan Restatement Requirement?

    By kmhaab,
    • 6 replies
    • 3.2k views

  2. CARES Act Loan Refinance

    By Madison71,
    • 5 replies
    • 1.2k views

  3. Social Security full retirement age mid-year

    By shERPA,
    • 2 replies
    • 1.3k views

  4. IRS extended sole-prop filing deadline to May 17th

    By Jakyasar,
    • 7 replies
    • 1.6k views

  5. Post-Severance Pay Correction

    By EPCRSGuru,
    • 3 replies
    • 1.6k views

  6. What if the plan’s administrator did not know the participant died?

    By Peter Gulia,   
    • 8 replies
    • 2k views

  7. To net or not to net?

    By Belgarath,
    • 2 replies
    • 957 views

  8. Joint Employer Status allows for single employer plan?

    By AbsolutelyOkayPossibly,
    • 7 replies
    • 1.5k views

  9. Two year entry

    By Karen McIver,
    • 2 replies
    • 3k views

  10. Was the song’s 64 a retirement age in England?

    By Peter Gulia,   
    • 9 replies
    • 2.4k views

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

    By DCqanda,   
    • 2 replies
    • 1.3k views

  12. Plan Merger Law Update Amendment?

    By Purplemandinga,
    • 4 replies
    • 1.6k views

  13. Short Plan Year

    By pam@bbm,
    • 2 replies
    • 1.5k views

  14. Combo plan deduction - 404a7 - non PBGC

    By Jakyasar,
    • 2 replies
    • 951 views

  15. My 3 bucket approach to retirement.

    By Zooey72,
    • 4 replies
    • 1.4k views

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

    By Peter Gulia,   
    • 0 replies
    • 600 views

  17. PPP Money

    By thepensionmaven,
    • 15 replies
    • 2.3k views

  18. Actuarial Interest Rate Formula in F5500

    By VeryOldMan,
    • 2 replies
    • 1.5k views

  19. DB/DC Combo - Gateway+top heavy

    By Jakyasar,
    • 2 replies
    • 871 views

  20. Owner's Kid Shortchanged

    By Lucky32,
    • 12 replies
    • 1.6k views

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

    By Jakyasar,
    • 7 replies
    • 1.7k views

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

    By Sotired,
    • 2 replies
    • 1.2k views

  23. Combo Plan - gateway requirement

    By Jakyasar,
    • 18 replies
    • 3.5k views

  24. Is fidelity bond required?

    By Jakyasar,
    • 7 replies
    • 2.5k views

  25. excess contribution

    By Chippy,
    • 10 replies
    • 1.2k views

  26. Pooled Earnings for Terminated Participants

    By Sotired,
    • 8 replies
    • 2.2k views

  27. Partners' correct date of hire?

    By shERPA,
    • 4 replies
    • 1.9k views

  28. Controlled Group - vesting

    By Belgarath,
    • 5 replies
    • 2.1k views

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

    By AJC,
    • 10 replies
    • 1.3k views

  30. Coronavirus-related distribution tax question

    By rocknrolls2,
    • 1 reply
    • 730 views

  31. Forced rollovers to separate retirement

    By Purplemandinga,
    • 17 replies
    • 4k views

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

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

  33. Loan transferred to qualified replacement plan (QRP)

    By Jakyasar,
    • 5 replies
    • 843 views

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

    By rblum50,
    • 0 replies
    • 587 views

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

    By pensionadvisor48,
    • 8 replies
    • 2.1k views

  36. Safe Harbor contribution not made

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

  37. EE Term'd Prior to Adoption of Plan

    By RestAssured,
    • 1 reply
    • 710 views

  38. Plan Term Lost Partic no SSN

    By BG5150,
    • 21 replies
    • 2.6k views

  39. Granting prior service

    By Belgarath,
    • 6 replies
    • 2.5k views

  40. Alternate Payee Allocation

    By Irmat,
    • 1 reply
    • 758 views

  41. Different eligibility conditions - discriminatory?

    By Santo Gold,
    • 2 replies
    • 1k views
    • Bri
    • Bri

  42. Traditional IRA transfer to Solo 401k

    By nkaufman,   
    • 10 replies
    • 4.2k views

  43. ERISA Bond question

    By Scuba 401,
    • 2 replies
    • 1.4k views

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

    By pensiongeek,
    • 3 replies
    • 1.3k views

  45. Beneficiary - divorce and death

    By Lou81,   
    • 8 replies
    • 2.4k views

  46. Malware Alert bogus emails

    By ConnieStorer,
    • 1 reply
    • 588 views

  47. 100% Joint and Survivor Pension, beneficiary DOB incorrect

    By LoriLeigh,
    • 11 replies
    • 3k views

  48. Top Heavy Question

    By BG5150,
    • 1 reply
    • 960 views

  49. Coverage Question - OEE Entry Dates

    By Gilmore,
    • 1 reply
    • 995 views

  50. Employer missed Annual Additions deadline for Profit Sharing

    By pensiongeek,
    • 1 reply
    • 965 views
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