Jump to content

Retirement Plans in General

5,796 topics in this forum

  1. Plan Termed, Partic is getting a divorce

    By BG5150,
    • 15 replies
    • 1.3k views

  2. 415 reduction for overlapping plan years

    By AlbanyConsultant,
    • 8 replies
    • 1.1k views

  3. changing address for TIN?

    By AlbanyConsultant,
    • 2 replies
    • 576 views

  4. safe harbor plans joining PEPs mid year

    By mattmc82,
    • 3 replies
    • 1.3k views

  5. substantial and recurring contributions

    By Scuba 401,
    • 11 replies
    • 2.9k views

  6. TIN obtained before plan is set up

    By Jakyasar,
    • 4 replies
    • 643 views

  7. 501 hour exclusion

    By Bird,
    • 7 replies
    • 3.1k views

  8. Document fee for the first year of the plan

    By Jakyasar,
    • 4 replies
    • 861 views

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

    By AlbanyConsultant,
    • 0 replies
    • 374 views

  10. Prohibited Transaction Issue?

    By Buckoosier,
    • 1 reply
    • 484 views

  11. Needs enlightenment

    By Mermaid,
    • 1 reply
    • 462 views

  12. after-tax employee contributions

    By Santo Gold,
    • 3 replies
    • 934 views

  13. 410(b) and determination letters

    By AndyH,
    • 2 replies
    • 599 views

  14. Constructive Ownership/Spousal attribution

    By TPApril,
    • 3 replies
    • 763 views

  15. combo plan testing - gateway requirement

    By Jakyasar,
    • 3 replies
    • 1.2k views

  16. Control Group ... confirmation

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

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

    By Belgarath,
    • 5 replies
    • 2.5k views

  18. Force-out question

    By BG5150,
    • 8 replies
    • 2.4k views

  19. SH 4% switching to 3%

    By Jakyasar,
    • 3 replies
    • 653 views

  20. Adding SH during 2020

    By Jakyasar,
    • 1 reply
    • 663 views

  21. When not an HCE

    By Jakyasar,
    • 4 replies
    • 957 views

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

    By Peter Gulia,   
    • 1 reply
    • 500 views

  23. Owner compensation in short plan year

    By BG5150,
    • 7 replies
    • 1.5k views

  24. Bonding Nonqualifying Assets

    By Ed S.,
    • 2 replies
    • 491 views

  25. RMDs for survivng spouses

    By Philip2,
    • 1 reply
    • 540 views

  26. Participants never vest due to nature of jobs

    By AndrewZ,
    • 0 replies
    • 492 views

  27. Top Heavy Contrib Subject to Coverage?

    By BG5150,
    • 6 replies
    • 866 views

  28. Eligibility for furloughed employees due to Covid

    By Belgarath,
    • 6 replies
    • 763 views

  29. Merger and Acquisitions and the Bad Apple Rule

    By SEM,
    • 14 replies
    • 2.6k views

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

    By Peter Gulia,
    • 12 replies
    • 1.7k views

  31. Request for Proposal - TEPP Legal Services

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

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

    By Jakyasar,
    • 25 replies
    • 5.9k views

  33. Beneficiary not in US/US citizen

    By JulesInCNY,   
    • 5 replies
    • 3.4k views

  34. Rollover from Governmental TSP

    By Belgarath,
    • 3 replies
    • 1.3k views

  35. Can you QDRO an Alternate Payee Account

    By Molgilny89,
    • 15 replies
    • 3.6k views

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

    By Jakyasar,
    • 5 replies
    • 1.1k views

  37. Discriminatory Timing? No longer a controlled group

    By shERPA,
    • 4 replies
    • 801 views

  38. Death Benefit Payout Periods under SECURE Act

    By Belgarath,
    • 2 replies
    • 559 views

  39. Beneficiary Rollover

    By JOH,
    • 1 reply
    • 818 views

  40. Military Service

    By Belgarath,
    • 3 replies
    • 1.3k views

  41. Prohibited Transaction?

    By Lucky32,
    • 8 replies
    • 1.3k views

  42. deduction vs 5330 - PS plan

    By Jakyasar,
    • 14 replies
    • 1.1k views

  43. Eligibility for Initial Participation

    By thepensionmaven,
    • 1 reply
    • 861 views

  44. Spousal signature witnessing

    By Jakyasar,
    • 2 replies
    • 854 views

  45. 2009 Enrolled Actuaries Meeting

    By Flyboyjohn,
    • 1 reply
    • 1.2k views

  46. PS plan allocation/deduction issues

    By Jakyasar,
    • 3 replies
    • 813 views

  47. 415 excess in pooled account

    By BG5150,
    • 2 replies
    • 891 views

  48. Death of sole trustee

    By Egold,
    • 4 replies
    • 1.4k views

  49. Pre-approved plan restatements

    By Belgarath,
    • 1 reply
    • 935 views

  50. PPP Forgiveness Question

    By Gilmore,
    • 0 replies
    • 429 views
×
×
  • Create New...