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Retirement Plans in General

5,816 topics in this forum

  1. Is fidelity bond required?

    By Jakyasar,
    • 7 replies
    • 2.2k views

  2. excess contribution

    By Chippy,
    • 10 replies
    • 990 views

  3. Pooled Earnings for Terminated Participants

    By Sotired,
    • 8 replies
    • 1.9k views

  4. Partners' correct date of hire?

    By shERPA,
    • 4 replies
    • 1.7k views

  5. Controlled Group - vesting

    By Belgarath,
    • 5 replies
    • 1.9k views

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

    By AJC,
    • 10 replies
    • 1.1k views

  7. Coronavirus-related distribution tax question

    By rocknrolls2,
    • 1 reply
    • 568 views

  8. Forced rollovers to separate retirement

    By Purplemandinga,
    • 17 replies
    • 3.4k views

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

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

  10. Loan transferred to qualified replacement plan (QRP)

    By Jakyasar,
    • 5 replies
    • 695 views

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

    By rblum50,
    • 0 replies
    • 508 views

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

    By pensionadvisor48,
    • 8 replies
    • 1.7k views

  13. Safe Harbor contribution not made

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

  14. EE Term'd Prior to Adoption of Plan

    By RestAssured,
    • 1 reply
    • 560 views

  15. Plan Term Lost Partic no SSN

    By BG5150,
    • 21 replies
    • 2.2k views

  16. Granting prior service

    By Belgarath,
    • 6 replies
    • 2.1k views

  17. Alternate Payee Allocation

    By Irmat,
    • 1 reply
    • 660 views

  18. Different eligibility conditions - discriminatory?

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

  19. Traditional IRA transfer to Solo 401k

    By nkaufman,   
    • 10 replies
    • 3.6k views

  20. ERISA Bond question

    By Scuba 401,
    • 2 replies
    • 1.2k views

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

    By pensiongeek,
    • 3 replies
    • 1.1k views

  22. Beneficiary - divorce and death

    By Lou81,   
    • 8 replies
    • 2.1k views

  23. Malware Alert bogus emails

    By ConnieStorer,
    • 1 reply
    • 376 views

  24. 100% Joint and Survivor Pension, beneficiary DOB incorrect

    By LoriLeigh,
    • 11 replies
    • 2.4k views

  25. Top Heavy Question

    By BG5150,
    • 1 reply
    • 618 views

  26. Coverage Question - OEE Entry Dates

    By Gilmore,
    • 1 reply
    • 888 views

  27. Employer missed Annual Additions deadline for Profit Sharing

    By pensiongeek,
    • 1 reply
    • 803 views

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

    By AlbanyConsultant,
    • 4 replies
    • 693 views

  29. required minimum distributions

    By Egold,
    • 2 replies
    • 677 views

  30. Potential Participant SSN Issue

    By kmhaab,
    • 4 replies
    • 1.7k views

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

    By shERPA,
    • 5 replies
    • 1k views

  32. Plan to Plan transfers for a union population

    By Jpagano,
    • 5 replies
    • 1.5k views

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

    By BG5150,
    • 6 replies
    • 1.5k views

  34. plan vs plan sponsor

    By thepensionmaven,
    • 6 replies
    • 977 views

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

    By Jakyasar,
    • 5 replies
    • 969 views

  36. Prohibited Transaction

    By still learning,
    • 3 replies
    • 904 views

  37. ROBS 401(k)

    By still learning,   
    • 2 replies
    • 1.2k views

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

    By JustMe,
    • 2 replies
    • 856 views

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

    By Dave Baker,
    • 1 reply
    • 674 views

  40. Chart of different types of Retirement Plans?

    By BG5150,
    • 2 replies
    • 824 views

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

    By Jakyasar,
    • 4 replies
    • 2k views

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

    By Tedterrific,
    • 8 replies
    • 1.1k views

  43. Changing Fiscal and Plan year ends

    By Chippy,
    • 3 replies
    • 1.6k views

  44. required minimum distribution

    By Egold,
    • 2 replies
    • 701 views

  45. Coverage Transition Question

    By Gilmore,
    • 6 replies
    • 1.9k views

  46. Tax credit

    By Bird,
    • 1 reply
    • 564 views

  47. Designing a 2020 plan when adopted in 2021

    By Jakyasar,
    • 3 replies
    • 922 views

  48. Valuing real estate in retirement plans

    By Draper55,
    • 10 replies
    • 4.6k views

  49. Plan numbers

    By Draper55,
    • 1 reply
    • 808 views

  50. 1099 Software

    By Dougsbpc,
    • 1 reply
    • 571 views
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