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Retirement Plans in General

5,801 topics in this forum

  1. CG for part of year

    By Bird,
    • 1 reply
    • 391 views

  2. Is this a partial termination

    By Jakyasar,
    • 2 replies
    • 541 views

  3. Combo testing for plans with different nra

    By Tedterrific,   
    • 3 replies
    • 1.4k views

  4. Coronavirus-Related Distribution and Top Heavy

    By Gilmore,
    • 1 reply
    • 472 views

  5. Good Ole' FDP

    By jsample,
    • 8 replies
    • 953 views

  6. Plan Termed, Partic is getting a divorce

    By BG5150,
    • 15 replies
    • 1.4k views

  7. 415 reduction for overlapping plan years

    By AlbanyConsultant,
    • 8 replies
    • 1.2k views

  8. changing address for TIN?

    By AlbanyConsultant,
    • 2 replies
    • 610 views

  9. safe harbor plans joining PEPs mid year

    By mattmc82,
    • 3 replies
    • 1.3k views

  10. substantial and recurring contributions

    By Scuba 401,
    • 11 replies
    • 2.9k views

  11. TIN obtained before plan is set up

    By Jakyasar,
    • 4 replies
    • 668 views

  12. 501 hour exclusion

    By Bird,
    • 7 replies
    • 3.3k views

  13. Document fee for the first year of the plan

    By Jakyasar,
    • 4 replies
    • 882 views

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

    By AlbanyConsultant,
    • 0 replies
    • 391 views

  15. Prohibited Transaction Issue?

    By Buckoosier,
    • 1 reply
    • 498 views

  16. Needs enlightenment

    By Mermaid,
    • 1 reply
    • 482 views

  17. after-tax employee contributions

    By Santo Gold,
    • 3 replies
    • 970 views

  18. 410(b) and determination letters

    By AndyH,
    • 2 replies
    • 616 views

  19. Constructive Ownership/Spousal attribution

    By TPApril,
    • 3 replies
    • 785 views

  20. combo plan testing - gateway requirement

    By Jakyasar,
    • 3 replies
    • 1.2k views

  21. Control Group ... confirmation

    By K-t-F,
    • 10 replies
    • 1.3k views

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

    By Belgarath,
    • 5 replies
    • 2.6k views

  23. Force-out question

    By BG5150,
    • 8 replies
    • 2.5k views

  24. SH 4% switching to 3%

    By Jakyasar,
    • 3 replies
    • 676 views

  25. Adding SH during 2020

    By Jakyasar,
    • 1 reply
    • 680 views

  26. When not an HCE

    By Jakyasar,
    • 4 replies
    • 990 views

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

    By Peter Gulia,   
    • 1 reply
    • 507 views

  28. Owner compensation in short plan year

    By BG5150,
    • 7 replies
    • 1.6k views

  29. Bonding Nonqualifying Assets

    By Ed S.,
    • 2 replies
    • 511 views

  30. RMDs for survivng spouses

    By Philip2,
    • 1 reply
    • 558 views

  31. Participants never vest due to nature of jobs

    By AndrewZ,
    • 0 replies
    • 505 views

  32. Top Heavy Contrib Subject to Coverage?

    By BG5150,
    • 6 replies
    • 896 views

  33. Eligibility for furloughed employees due to Covid

    By Belgarath,
    • 6 replies
    • 779 views

  34. Merger and Acquisitions and the Bad Apple Rule

    By SEM,
    • 14 replies
    • 2.7k views

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

    By Peter Gulia,
    • 12 replies
    • 1.7k views

  36. Request for Proposal - TEPP Legal Services

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

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

    By Jakyasar,
    • 25 replies
    • 6.1k views

  38. Beneficiary not in US/US citizen

    By JulesInCNY,   
    • 5 replies
    • 3.6k views

  39. Rollover from Governmental TSP

    By Belgarath,
    • 3 replies
    • 1.3k views

  40. Can you QDRO an Alternate Payee Account

    By Molgilny89,
    • 15 replies
    • 3.8k views

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

    By Jakyasar,
    • 5 replies
    • 1.1k views

  42. Discriminatory Timing? No longer a controlled group

    By shERPA,
    • 4 replies
    • 815 views

  43. Death Benefit Payout Periods under SECURE Act

    By Belgarath,
    • 2 replies
    • 581 views

  44. Beneficiary Rollover

    By JOH,
    • 1 reply
    • 837 views

  45. Military Service

    By Belgarath,
    • 3 replies
    • 1.3k views

  46. Prohibited Transaction?

    By Lucky32,
    • 8 replies
    • 1.3k views

  47. deduction vs 5330 - PS plan

    By Jakyasar,
    • 14 replies
    • 1.2k views

  48. Eligibility for Initial Participation

    By thepensionmaven,
    • 1 reply
    • 883 views

  49. Spousal signature witnessing

    By Jakyasar,
    • 2 replies
    • 884 views

  50. 2009 Enrolled Actuaries Meeting

    By Flyboyjohn,
    • 1 reply
    • 1.3k views
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