Retirement Plans in General

5,772 topics in this forum

1. Deduction for PPP salary plus regular salary

   By Jakyasar, December 15, 2020
   • 0 replies
   • 341 views
   • 
   • Jakyasar
   • December 15, 2020

2. One or two VCP applications/fees?

   By J Simmons, December 15, 2020
   • 1 reply
   • 652 views
   • 
   • EBECatty
   • December 16, 2020

3. DB RMD - changed the plan year during 2020

   By Jakyasar, December 12, 2020
   • 1 reply
   • 559 views
   • 
   • Jakyasar
   • December 15, 2020

4. Beneficiary Question

   By KaJay, December 11, 2020
   • 4 replies
   • 799 views
   • 
   • Bob the Swimmer
   • December 14, 2020

5. Has Anyone Seen a Copy of Legislative Text of New Coronavirus Relief Bill?

   By rocknrolls2, December 11, 2020
   • 1 reply
   • 450 views
   • 
   • MoJo
   • December 11, 2020

6. Combo Plan - gateway requirement

   By Jakyasar, December 10, 2020
   • 18 replies
   • 2.6k views
   • 
   • Lou S.
   • March 5, 2021

7. Matching Contribution Timing

   By mjf06241972, December 9, 2020
   • 2 replies
   • 530 views
   • 
   • MWeddell
   • December 14, 2020

8. CG for part of year

   By Bird, December 9, 2020
   • 1 reply
   • 334 views
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   • C. B. Zeller
   • December 9, 2020

9. New ASG Member

   By Gilmore, December 4, 2020
   • 5 replies
   • 521 views
   • 
   • FORMER ESQ.
   • December 24, 2020

10. Combo testing for plans with different nra

    By Tedterrific, December 3, 2020   

    • testing questions
    • 3 replies
    • 1.3k views
    • 
    • CuseFan
    • December 4, 2020

11. Coronavirus-Related Distribution and Top Heavy

    By Gilmore, December 3, 2020
    • 1 reply
    • 433 views
    • 
    • Lou S.
    • December 3, 2020

12. Is this a partial termination

    By Jakyasar, December 3, 2020
    • 2 replies
    • 481 views
    • 
    • Jakyasar
    • December 6, 2020

13. counting prior service for eligibility

    By Jakyasar, December 2, 2020
    • 7 replies
    • 1k views
    • 
    • Jakyasar
    • June 28, 2021

14. Good Ole' FDP

    By jsample, November 30, 2020
    • 8 replies
    • 881 views
    • 
    • AMDG
    • December 1, 2020

15. Plan Termed, Partic is getting a divorce

    By BG5150, November 25, 2020
    • 15 replies
    • 1.2k views
    • 
    • Peter Gulia
    • November 30, 2020

16. changing address for TIN?

    By AlbanyConsultant, November 24, 2020
    • 2 replies
    • 513 views
    • 
    • Belgarath
    • November 24, 2020

17. safe harbor plans joining PEPs mid year

    By mattmc82, November 23, 2020
    • 3 replies
    • 1.2k views
    • 
    • Alonzo Church
    • November 24, 2020

18. TIN obtained before plan is set up

    By Jakyasar, November 20, 2020
    • 4 replies
    • 588 views
    • 
    • Jakyasar
    • November 20, 2020

19. 415 reduction for overlapping plan years

    By AlbanyConsultant, November 19, 2020
    • 8 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 24, 2020

20. Document fee for the first year of the plan

    By Jakyasar, November 19, 2020
    • 4 replies
    • 819 views
    • 
    • MWeddell
    • November 20, 2020

21. 501 hour exclusion

    By Bird, November 18, 2020
    • 7 replies
    • 2.9k views
    • 
    • MWeddell
    • November 20, 2020

22. ASG analysis - part of "start-up costs" for credit?

    By AlbanyConsultant, November 18, 2020
    • 0 replies
    • 345 views
    • 
    • AlbanyConsultant
    • November 18, 2020

23. Needs enlightenment

    By Mermaid, November 17, 2020
    • 1 reply
    • 423 views
    • 
    • Lou S.
    • November 17, 2020

24. after-tax employee contributions

    By Santo Gold, November 16, 2020
    • 3 replies
    • 899 views
    • 
    • Santo Gold
    • November 16, 2020

25. Constructive Ownership/Spousal attribution

    By TPApril, November 14, 2020
    • 3 replies
    • 736 views
    • 
    • Bill Presson
    • November 16, 2020

26. combo plan testing - gateway requirement

    By Jakyasar, November 13, 2020
    • 3 replies
    • 1.1k views
    • 
    • Mr Bagwell
    • November 13, 2020

27. 410(b) and determination letters

    By AndyH, November 12, 2020
    • 2 replies
    • 555 views
    • 
    • AndyH
    • November 16, 2020

28. Control Group ... confirmation

    By K-t-F, November 12, 2020
    • 10 replies
    • 1.2k views
    • 
    • CuseFan
    • November 13, 2020

29. Force-out question

    By BG5150, November 12, 2020
    • 8 replies
    • 2.3k views
    • 
    • MWeddell
    • November 12, 2020

30. Prohibited Transaction Issue?

    By Buckoosier, November 11, 2020
    • 1 reply
    • 448 views
    • 
    • Luke Bailey
    • November 18, 2020

31. Adding SH during 2020

    By Jakyasar, November 11, 2020
    • 1 reply
    • 628 views
    • 
    • JackS
    • November 11, 2020

32. SH 4% switching to 3%

    By Jakyasar, November 11, 2020
    • 3 replies
    • 606 views
    • 
    • JackS
    • November 11, 2020

33. Final Form SSA for Plan Termination

    By CRBarnard, November 11, 2020
    • 8 replies
    • 2.3k views
    • 
    • BG5150
    • June 3, 2021

34. Can you exclude H-2A employees as a class?

    By Belgarath, November 11, 2020
    • 5 replies
    • 2.4k views
    • 
    • Artie M
    • November 12, 2020

35. May a Qualified Termination Administrator wind up a portion of a retirement plan?

    By Peter Gulia, November 5, 2020   

    • qta; abandoned
    • 1 reply
    • 459 views
    • 
    • Peter Gulia
    • November 10, 2020

36. RMDs for survivng spouses

    By Philip2, November 4, 2020
    • 1 reply
    • 508 views
    • 
    • Lou S.
    • November 4, 2020

37. Bonding Nonqualifying Assets

    By Ed S., November 3, 2020
    • 2 replies
    • 442 views
    • 
    • ConnieStorer
    • November 5, 2020

38. Participants never vest due to nature of jobs

    By AndrewZ, November 3, 2020
    • 0 replies
    • 461 views
    • 
    • AndrewZ
    • November 3, 2020

39. Owner compensation in short plan year

    By BG5150, October 28, 2020
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 6, 2020

40. Eligibility for furloughed employees due to Covid

    By Belgarath, October 26, 2020
    • 6 replies
    • 730 views
    • 
    • Belgarath
    • October 28, 2020

41. Top Heavy Contrib Subject to Coverage?

    By BG5150, October 26, 2020
    • 6 replies
    • 826 views
    • 
    • Lou S.
    • October 28, 2020

42. Is there any reason not to provide that each participant is a distinct allocation group?

    By Peter Gulia, October 22, 2020
    • 12 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • October 27, 2020

43. Merger and Acquisitions and the Bad Apple Rule

    By SEM, October 22, 2020
    • 14 replies
    • 2.4k views
    • 
    • Luke Bailey
    • October 28, 2020

44. What top-heavy benefit does HCE get in a combo plan?

    By Jakyasar, October 15, 2020
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • October 15, 2020

45. Death Benefit Payout Periods under SECURE Act

    By Belgarath, October 14, 2020
    • 2 replies
    • 530 views
    • 
    • cathyw
    • October 14, 2020

46. Beneficiary Rollover

    By JOH, October 13, 2020
    • 1 reply
    • 783 views
    • 
    • ESOP Guy
    • October 13, 2020

47. Can you QDRO an Alternate Payee Account

    By Molgilny89, October 13, 2020
    • 15 replies
    • 3.3k views
    • 
    • FormsRstillmylife
    • October 21, 2020

48. Discriminatory Timing? No longer a controlled group

    By shERPA, October 12, 2020
    • 4 replies
    • 748 views
    • 
    • EMoney
    • October 14, 2020

49. Beneficiary not in US/US citizen

    By JulesInCNY, October 12, 2020   

    • beneficiary
    • 401k
    • (and 1 more)

      Tagged with:

      • beneficiary
      • 401k
      • death benefit
    • 5 replies
    • 3k views
    • 
    • FormsRstillmylife
    • October 21, 2020

50. Projected limits?

    By Carol V. Calhoun, October 10, 2020
    • 48 replies
    • 8k views
    • 
    • Tom Poje
    • October 12, 2023