Retirement Plans in General

5,768 topics in this forum

1. Merger and Acquisitions and the Bad Apple Rule

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

2. 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

3. Request for Proposal - TEPP Legal Services

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

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

   By Jakyasar, October 9, 2020
   • 25 replies
   • 5.5k views
   • 
   • MWeddell
   • October 22, 2020

5. Beneficiary not in US/US citizen

   By JulesInCNY, October 12, 2020   

   • beneficiary
   • 401k
   • (and 1 more)

     Tagged with:

     • beneficiary
     • 401k
     • death benefit
   • 5 replies
   • 2.9k views
   • 
   • FormsRstillmylife
   • October 21, 2020

6. Rollover from Governmental TSP

   By Belgarath, April 28, 2020
   • 3 replies
   • 1.1k views
   • 
   • Logan401
   • October 21, 2020

7. Can you QDRO an Alternate Payee Account

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

8. 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

9. Discriminatory Timing? No longer a controlled group

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

10. Death Benefit Payout Periods under SECURE Act

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

11. Beneficiary Rollover

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

12. Military Service

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

13. Prohibited Transaction?

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

14. deduction vs 5330 - PS plan

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

15. Eligibility for Initial Participation

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

16. Spousal signature witnessing

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

17. 2009 Enrolled Actuaries Meeting

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

18. PS plan allocation/deduction issues

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

19. 415 excess in pooled account

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

20. Death of sole trustee

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

21. Pre-approved plan restatements

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

22. PPP Forgiveness Question

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

23. Pooled acct in Partic-directed plan

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

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

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

25. IFR - Lifetime Income Illustrations

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

26. Selective vesting in NQDC plan

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

27. Wrong EIN on 5500 filing - how to correct

    By ldr, September 17, 2020
    • 2 replies
    • 1.5k views
    • 
    • ldr
    • September 17, 2020

28. Affiliation??

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

29. deduction limit

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

30. Background about Puerto Rico plans

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

31. Mechanics of CARES loans

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

32. Max Employer Contribution Limit

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

33. Revisiting seasoned contributions for life insurance in dc plans

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

34. Who can get the deduction?

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

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

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

36. revisiting life insurance in combo plans

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

37. 2 year eligibility

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

38. SAR for Final 5500 (Plan Merger)

    By Gilmore, August 31, 2020
    • 3 replies
    • 1.1k views
    • 
    • Alonzo Church
    • September 2, 2020

39. CG compensation: sole prop loss and s-corp in same year

    By AlbanyConsultant, August 24, 2020
    • 18 replies
    • 2k views
    • 
    • AlbanyConsultant
    • August 31, 2020

40. Looking for an old EGTRRA Opinion Letter

    By jeff77, August 28, 2020
    • 0 replies
    • 531 views
    • 
    • jeff77
    • August 28, 2020

41. Cashout when rollovers are involved

    By BG5150, August 27, 2020
    • 1 reply
    • 1k views
    • 
    • C. B. Zeller
    • August 27, 2020

42. Plan assets invested in partnership

    By eml691, August 21, 2020
    • 4 replies
    • 1.1k views
    • 
    • JOH
    • August 26, 2020

43. ERISA anti-alienation

    By Ian, August 24, 2020
    • 5 replies
    • 1.3k views
    • 
    • Ian
    • August 24, 2020

44. Beneficiaries.

    By Revecandy, August 20, 2020   

    • kehoe account
    • 1 reply
    • 712 views
    • 
    • Alonzo Church
    • August 21, 2020

45. Amended plan too soon

    By JARichardson, August 18, 2020
    • 3 replies
    • 849 views
    • 
    • JARichardson
    • August 18, 2020

46. Late profit sharing contribution

    By Cynchbeast, August 13, 2020
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • August 14, 2020

47. Engagement agreement language

    By Belgarath, August 6, 2020
    • 5 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • August 7, 2020

48. Change in When Forfeiture occurs

    By DJL, August 6, 2020
    • 1 reply
    • 872 views
    • 
    • Bird
    • August 7, 2020

49. Attribution Rules for Family Limited Partnerships

    By JustMe, August 5, 2020
    • 1 reply
    • 672 views
    • 
    • Luke Bailey
    • August 6, 2020

50. Controlled Group - Irrevocable Trust

    By MGOAdmin, August 5, 2020   

    • irrevocable trust
    • controlled group
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • August 6, 2020