Jump to content

Retirement Plans in General

5,848 topics in this forum

  1. Deductibility question

    By Jakyasar,
    • 1 reply
    • 784 views

  2. 80/120 Rule

    By lcollins300,
    • 5 replies
    • 2.1k views

  3. How do I apply IRC 411(a)(11)(A) for MEPs

    By Purplemandinga,
    • 1 reply
    • 855 views

  4. Loans from Profit Sharing Plan

    By Chippy,
    • 8 replies
    • 2k views

  5. Adopting 2020 Plan under the SECURE Act

    By ConnieStorer,
    • 5 replies
    • 1.4k views

  6. Translation Services

    By EBECatty,
    • 12 replies
    • 2.6k views

  7. Restatements, trust documents, and recordkeeping platforms

    By Belgarath,
    • 5 replies
    • 1.9k views

  8. pooled plan sponsor wants to reimburse the trust for fees

    By AlbanyConsultant,
    • 6 replies
    • 1.4k views

  9. Foreign Company Sponsors 401(k)

    By Purplemandinga,
    • 6 replies
    • 2.9k views

  10. Individually Designed Plan Restatement Requirement?

    By kmhaab,
    • 6 replies
    • 3.4k views

  11. CARES Act Loan Refinance

    By Madison71,
    • 5 replies
    • 1.3k views

  12. Social Security full retirement age mid-year

    By shERPA,
    • 2 replies
    • 1.4k views

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

    By Jakyasar,
    • 7 replies
    • 1.8k views

  14. Post-Severance Pay Correction

    By EPCRSGuru,
    • 3 replies
    • 1.7k views

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

    By Peter Gulia,   
    • 8 replies
    • 2.1k views

  16. To net or not to net?

    By Belgarath,
    • 2 replies
    • 1k views

  17. Joint Employer Status allows for single employer plan?

    By AbsolutelyOkayPossibly,
    • 7 replies
    • 1.6k views

  18. Two year entry

    By Karen McIver,
    • 2 replies
    • 3.2k views

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

    By Peter Gulia,   
    • 9 replies
    • 2.5k views

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

    By DCqanda,   
    • 2 replies
    • 1.4k views

  21. Plan Merger Law Update Amendment?

    By Purplemandinga,
    • 4 replies
    • 1.7k views

  22. Short Plan Year

    By pam@bbm,
    • 2 replies
    • 1.6k views

  23. Combo plan deduction - 404a7 - non PBGC

    By Jakyasar,
    • 2 replies
    • 1k views

  24. My 3 bucket approach to retirement.

    By Zooey72,
    • 4 replies
    • 1.4k views

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

    By Peter Gulia,   
    • 0 replies
    • 672 views

  26. PPP Money

    By thepensionmaven,
    • 15 replies
    • 2.5k views

  27. Actuarial Interest Rate Formula in F5500

    By VeryOldMan,
    • 2 replies
    • 1.6k views

  28. DB/DC Combo - Gateway+top heavy

    By Jakyasar,
    • 2 replies
    • 948 views

  29. Owner's Kid Shortchanged

    By Lucky32,
    • 12 replies
    • 1.7k views

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

    By Jakyasar,
    • 7 replies
    • 1.8k views

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

    By Sotired,
    • 2 replies
    • 1.3k views

  32. Combo Plan - gateway requirement

    By Jakyasar,
    • 18 replies
    • 3.8k views

  33. Is fidelity bond required?

    By Jakyasar,
    • 7 replies
    • 2.7k views

  34. excess contribution

    By Chippy,
    • 10 replies
    • 1.4k views

  35. Pooled Earnings for Terminated Participants

    By Sotired,
    • 8 replies
    • 2.4k views

  36. Partners' correct date of hire?

    By shERPA,
    • 4 replies
    • 2k views

  37. Controlled Group - vesting

    By Belgarath,
    • 5 replies
    • 2.2k views

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

    By AJC,
    • 10 replies
    • 1.5k views

  39. Coronavirus-related distribution tax question

    By rocknrolls2,
    • 1 reply
    • 849 views

  40. Forced rollovers to separate retirement

    By Purplemandinga,
    • 17 replies
    • 4.2k views

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

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

  42. Loan transferred to qualified replacement plan (QRP)

    By Jakyasar,
    • 5 replies
    • 924 views

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

    By rblum50,
    • 0 replies
    • 643 views

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

    By pensionadvisor48,
    • 8 replies
    • 2.2k views

  45. Safe Harbor contribution not made

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

  46. EE Term'd Prior to Adoption of Plan

    By RestAssured,
    • 1 reply
    • 811 views

  47. Plan Term Lost Partic no SSN

    By BG5150,
    • 21 replies
    • 2.8k views

  48. Granting prior service

    By Belgarath,
    • 6 replies
    • 2.6k views

  49. Alternate Payee Allocation

    By Irmat,
    • 1 reply
    • 805 views

  50. Different eligibility conditions - discriminatory?

    By Santo Gold,
    • 2 replies
    • 1.1k views
    • Bri
    • Bri
×
×
  • Create New...