Retirement Plans in General

5,781 topics in this forum

1. Control Group ... confirmation

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

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

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

3. Force-out question

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

4. SH 4% switching to 3%

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

5. Adding SH during 2020

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

6. When not an HCE

   By Jakyasar, September 24, 2020
   • 4 replies
   • 934 views
   • 
   • Jakyasar
   • November 11, 2020

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

   By Peter Gulia, November 5, 2020   

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

8. Owner compensation in short plan year

   By BG5150, October 28, 2020
   • 7 replies
   • 1.5k views
   • 
   • Luke Bailey
   • November 6, 2020

9. Bonding Nonqualifying Assets

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

10. RMDs for survivng spouses

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

11. Participants never vest due to nature of jobs

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

12. Top Heavy Contrib Subject to Coverage?

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

13. Eligibility for furloughed employees due to Covid

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

14. Merger and Acquisitions and the Bad Apple Rule

    By SEM, October 22, 2020
    • 14 replies
    • 2.5k views
    • 
    • Luke Bailey
    • October 28, 2020

15. 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

16. Request for Proposal - TEPP Legal Services

    By Milwaukee Transport Svcs, October 6, 2020
    • 7 replies
    • 1k views
    • 
    • Milwaukee Transport Svcs
    • October 26, 2020

17. Profit sharing plan - can the allocation method be changed for 2020?

    By Jakyasar, October 9, 2020
    • 25 replies
    • 5.6k views
    • 
    • MWeddell
    • October 22, 2020

18. Beneficiary not in US/US citizen

    By JulesInCNY, October 12, 2020   

    • beneficiary
    • 401k
    • (and 1 more)

      Tagged with:

      • beneficiary
      • 401k
      • death benefit
    • 5 replies
    • 3.1k views
    • 
    • FormsRstillmylife
    • October 21, 2020

19. Rollover from Governmental TSP

    By Belgarath, April 28, 2020
    • 3 replies
    • 1.2k views
    • 
    • Logan401
    • October 21, 2020

20. Can you QDRO an Alternate Payee Account

    By Molgilny89, October 13, 2020
    • 15 replies
    • 3.4k views
    • 
    • FormsRstillmylife
    • October 21, 2020

21. 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

22. Discriminatory Timing? No longer a controlled group

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

23. Death Benefit Payout Periods under SECURE Act

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

24. Beneficiary Rollover

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

25. Military Service

    By Belgarath, October 1, 2020
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • October 9, 2020

26. Prohibited Transaction?

    By Lucky32, September 30, 2020
    • 8 replies
    • 1.2k views
    • 
    • Mike Preston
    • October 7, 2020

27. deduction vs 5330 - PS plan

    By Jakyasar, October 6, 2020
    • 14 replies
    • 1.1k views
    • 
    • Jakyasar
    • October 7, 2020

28. Eligibility for Initial Participation

    By thepensionmaven, October 7, 2020
    • 1 reply
    • 840 views
    • 
    • CuseFan
    • October 7, 2020

29. Spousal signature witnessing

    By Jakyasar, October 6, 2020
    • 2 replies
    • 804 views
    • 
    • Jakyasar
    • October 7, 2020

30. 2009 Enrolled Actuaries Meeting

    By Flyboyjohn, October 6, 2020
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • October 7, 2020

31. PS plan allocation/deduction issues

    By Jakyasar, October 1, 2020
    • 3 replies
    • 789 views
    • 
    • Jakyasar
    • October 5, 2020

32. 415 excess in pooled account

    By BG5150, October 2, 2020
    • 2 replies
    • 876 views
    • 
    • BG5150
    • October 2, 2020

33. Death of sole trustee

    By Egold, October 1, 2020
    • 4 replies
    • 1.4k views
    • 
    • Egold
    • October 2, 2020

34. Pre-approved plan restatements

    By Belgarath, September 30, 2020
    • 1 reply
    • 915 views
    • 
    • Bob the Swimmer
    • September 30, 2020

35. PPP Forgiveness Question

    By Gilmore, September 30, 2020
    • 0 replies
    • 415 views
    • 
    • Gilmore
    • September 30, 2020

36. Pooled acct in Partic-directed plan

    By BG5150, September 29, 2020
    • 2 replies
    • 509 views
    • 
    • ESOP Guy
    • September 29, 2020

37. Plan term--is this person 100% vested?

    By BG5150, September 25, 2020
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • September 25, 2020

38. IFR - Lifetime Income Illustrations

    By Madison71, September 3, 2020
    • 7 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • September 24, 2020

39. Selective vesting in NQDC plan

    By cathyw, September 14, 2020
    • 3 replies
    • 610 views
    • 
    • Luke Bailey
    • September 17, 2020

40. Wrong EIN on 5500 filing - how to correct

    By ldr, September 17, 2020
    • 2 replies
    • 1.6k views
    • 
    • ldr
    • September 17, 2020

41. Affiliation??

    By Jakyasar, September 16, 2020
    • 10 replies
    • 1.2k views
    • 
    • Jakyasar
    • September 17, 2020

42. deduction limit

    By Jakyasar, September 15, 2020
    • 4 replies
    • 806 views
    • 
    • Bob the Swimmer
    • September 15, 2020

43. Background about Puerto Rico plans

    By MWeddell, September 11, 2020
    • 2 replies
    • 998 views
    • 
    • MWeddell
    • September 15, 2020

44. Mechanics of CARES loans

    By Cynchbeast, September 11, 2020
    • 3 replies
    • 1.2k views
    • 
    • Luke Bailey
    • September 14, 2020

45. Max Employer Contribution Limit

    By mjf06241972, September 14, 2020
    • 1 reply
    • 635 views
    • 
    • Lou S.
    • September 14, 2020

46. Revisiting seasoned contributions for life insurance in dc plans

    By Jakyasar, September 10, 2020
    • 2 replies
    • 1.2k views
    • 
    • Jakyasar
    • September 10, 2020

47. Who can get the deduction?

    By Jakyasar, September 3, 2020
    • 10 replies
    • 1.2k views
    • 
    • Jakyasar
    • September 8, 2020

48. LLC Taxed as Corporation- Still A Partnership under 1563?

    By Benefits Vet, September 2, 2020
    • 6 replies
    • 992 views
    • 
    • Benefits Vet
    • September 3, 2020

49. revisiting life insurance in combo plans

    By Jakyasar, August 31, 2020
    • 12 replies
    • 1.8k views
    • 
    • Mike Preston
    • September 3, 2020

50. 2 year eligibility

    By Belgarath, September 2, 2020
    • 1 reply
    • 631 views
    • 
    • Bird
    • September 2, 2020