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Retirement Plans in General

5,791 topics in this forum

  1. TIN obtained before plan is set up

    By Jakyasar,
    • 4 replies
    • 620 views

  2. 501 hour exclusion

    By Bird,
    • 7 replies
    • 3.1k views

  3. Document fee for the first year of the plan

    By Jakyasar,
    • 4 replies
    • 843 views

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

    By AlbanyConsultant,
    • 0 replies
    • 360 views

  5. Prohibited Transaction Issue?

    By Buckoosier,
    • 1 reply
    • 472 views

  6. Needs enlightenment

    By Mermaid,
    • 1 reply
    • 445 views

  7. after-tax employee contributions

    By Santo Gold,
    • 3 replies
    • 923 views

  8. 410(b) and determination letters

    By AndyH,
    • 2 replies
    • 582 views

  9. Constructive Ownership/Spousal attribution

    By TPApril,
    • 3 replies
    • 751 views

  10. combo plan testing - gateway requirement

    By Jakyasar,
    • 3 replies
    • 1.2k views

  11. Control Group ... confirmation

    By K-t-F,
    • 10 replies
    • 1.2k views

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

    By Belgarath,
    • 5 replies
    • 2.5k views

  13. Force-out question

    By BG5150,
    • 8 replies
    • 2.4k views

  14. SH 4% switching to 3%

    By Jakyasar,
    • 3 replies
    • 639 views

  15. Adding SH during 2020

    By Jakyasar,
    • 1 reply
    • 647 views

  16. When not an HCE

    By Jakyasar,
    • 4 replies
    • 947 views

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

    By Peter Gulia,   
    • 1 reply
    • 481 views

  18. Owner compensation in short plan year

    By BG5150,
    • 7 replies
    • 1.5k views

  19. Bonding Nonqualifying Assets

    By Ed S.,
    • 2 replies
    • 466 views

  20. RMDs for survivng spouses

    By Philip2,
    • 1 reply
    • 529 views

  21. Participants never vest due to nature of jobs

    By AndrewZ,
    • 0 replies
    • 478 views

  22. Top Heavy Contrib Subject to Coverage?

    By BG5150,
    • 6 replies
    • 846 views

  23. Eligibility for furloughed employees due to Covid

    By Belgarath,
    • 6 replies
    • 749 views

  24. Merger and Acquisitions and the Bad Apple Rule

    By SEM,
    • 14 replies
    • 2.5k views

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

    By Peter Gulia,
    • 12 replies
    • 1.6k views

  26. Request for Proposal - TEPP Legal Services

    By Milwaukee Transport Svcs,
    • 7 replies
    • 1.1k views

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

    By Jakyasar,
    • 25 replies
    • 5.7k views

  28. Beneficiary not in US/US citizen

    By JulesInCNY,   
    • 5 replies
    • 3.3k views

  29. Rollover from Governmental TSP

    By Belgarath,
    • 3 replies
    • 1.2k views

  30. Can you QDRO an Alternate Payee Account

    By Molgilny89,
    • 15 replies
    • 3.5k views

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

    By Jakyasar,
    • 5 replies
    • 1.1k views

  32. Discriminatory Timing? No longer a controlled group

    By shERPA,
    • 4 replies
    • 782 views

  33. Death Benefit Payout Periods under SECURE Act

    By Belgarath,
    • 2 replies
    • 547 views

  34. Beneficiary Rollover

    By JOH,
    • 1 reply
    • 803 views

  35. Military Service

    By Belgarath,
    • 3 replies
    • 1.3k views

  36. Prohibited Transaction?

    By Lucky32,
    • 8 replies
    • 1.2k views

  37. deduction vs 5330 - PS plan

    By Jakyasar,
    • 14 replies
    • 1.1k views

  38. Eligibility for Initial Participation

    By thepensionmaven,
    • 1 reply
    • 845 views

  39. Spousal signature witnessing

    By Jakyasar,
    • 2 replies
    • 821 views

  40. 2009 Enrolled Actuaries Meeting

    By Flyboyjohn,
    • 1 reply
    • 1.2k views

  41. PS plan allocation/deduction issues

    By Jakyasar,
    • 3 replies
    • 795 views

  42. 415 excess in pooled account

    By BG5150,
    • 2 replies
    • 879 views

  43. Death of sole trustee

    By Egold,
    • 4 replies
    • 1.4k views

  44. Pre-approved plan restatements

    By Belgarath,
    • 1 reply
    • 924 views

  45. PPP Forgiveness Question

    By Gilmore,
    • 0 replies
    • 420 views

  46. Pooled acct in Partic-directed plan

    By BG5150,
    • 2 replies
    • 513 views

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

    By BG5150,
    • 2 replies
    • 1.1k views

  48. IFR - Lifetime Income Illustrations

    By Madison71,
    • 7 replies
    • 1.3k views

  49. Selective vesting in NQDC plan

    By cathyw,
    • 3 replies
    • 628 views

  50. Wrong EIN on 5500 filing - how to correct

    By ldr,
    • 2 replies
    • 1.6k views
    • ldr
    • ldr
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