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Retirement Plans in General

5,819 topics in this forum

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

    By Jakyasar,
    • 7 replies
    • 1.4k views

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

    By Sotired,
    • 2 replies
    • 990 views

  3. Combo Plan - gateway requirement

    By Jakyasar,
    • 18 replies
    • 3.2k views

  4. Is fidelity bond required?

    By Jakyasar,
    • 7 replies
    • 2.2k views

  5. excess contribution

    By Chippy,
    • 10 replies
    • 1k views

  6. Pooled Earnings for Terminated Participants

    By Sotired,
    • 8 replies
    • 1.9k views

  7. Partners' correct date of hire?

    By shERPA,
    • 4 replies
    • 1.7k views

  8. Controlled Group - vesting

    By Belgarath,
    • 5 replies
    • 1.9k views

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

    By AJC,
    • 10 replies
    • 1.1k views

  10. Coronavirus-related distribution tax question

    By rocknrolls2,
    • 1 reply
    • 589 views

  11. Forced rollovers to separate retirement

    By Purplemandinga,
    • 17 replies
    • 3.5k views

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

    By FORMER ESQ.,
    • 1 reply
    • 8.1k views

  13. Loan transferred to qualified replacement plan (QRP)

    By Jakyasar,
    • 5 replies
    • 711 views

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

    By rblum50,
    • 0 replies
    • 521 views

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

    By pensionadvisor48,
    • 8 replies
    • 1.8k views

  16. Safe Harbor contribution not made

    By pam@bbm,
    • 5 replies
    • 1.2k views

  17. EE Term'd Prior to Adoption of Plan

    By RestAssured,
    • 1 reply
    • 568 views

  18. Plan Term Lost Partic no SSN

    By BG5150,
    • 21 replies
    • 2.2k views

  19. Granting prior service

    By Belgarath,
    • 6 replies
    • 2.1k views

  20. Alternate Payee Allocation

    By Irmat,
    • 1 reply
    • 671 views

  21. Different eligibility conditions - discriminatory?

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

  22. Traditional IRA transfer to Solo 401k

    By nkaufman,   
    • 10 replies
    • 3.8k views

  23. ERISA Bond question

    By Scuba 401,
    • 2 replies
    • 1.2k views

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

    By pensiongeek,
    • 3 replies
    • 1.2k views

  25. Beneficiary - divorce and death

    By Lou81,   
    • 8 replies
    • 2.2k views

  26. Malware Alert bogus emails

    By ConnieStorer,
    • 1 reply
    • 400 views

  27. 100% Joint and Survivor Pension, beneficiary DOB incorrect

    By LoriLeigh,
    • 11 replies
    • 2.7k views

  28. Top Heavy Question

    By BG5150,
    • 1 reply
    • 647 views

  29. Coverage Question - OEE Entry Dates

    By Gilmore,
    • 1 reply
    • 907 views

  30. Employer missed Annual Additions deadline for Profit Sharing

    By pensiongeek,
    • 1 reply
    • 814 views

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

    By AlbanyConsultant,
    • 4 replies
    • 705 views

  32. required minimum distributions

    By Egold,
    • 2 replies
    • 700 views

  33. Potential Participant SSN Issue

    By kmhaab,
    • 4 replies
    • 1.8k views

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

    By shERPA,
    • 5 replies
    • 1k views

  35. Plan to Plan transfers for a union population

    By Jpagano,
    • 5 replies
    • 1.5k views

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

    By BG5150,
    • 6 replies
    • 1.6k views

  37. plan vs plan sponsor

    By thepensionmaven,
    • 6 replies
    • 998 views

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

    By Jakyasar,
    • 5 replies
    • 1k views

  39. Prohibited Transaction

    By still learning,
    • 3 replies
    • 938 views

  40. ROBS 401(k)

    By still learning,   
    • 2 replies
    • 1.2k views

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

    By JustMe,
    • 2 replies
    • 873 views

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

    By Dave Baker,
    • 1 reply
    • 694 views

  43. Chart of different types of Retirement Plans?

    By BG5150,
    • 2 replies
    • 847 views

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

    By Jakyasar,
    • 4 replies
    • 2k views

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

    By Tedterrific,
    • 8 replies
    • 1.1k views

  46. Changing Fiscal and Plan year ends

    By Chippy,
    • 3 replies
    • 1.6k views

  47. required minimum distribution

    By Egold,
    • 2 replies
    • 726 views

  48. Coverage Transition Question

    By Gilmore,
    • 6 replies
    • 1.9k views

  49. Tax credit

    By Bird,
    • 1 reply
    • 586 views

  50. Designing a 2020 plan when adopted in 2021

    By Jakyasar,
    • 3 replies
    • 936 views
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