Jump to content

Retirement Plans in General

5,839 topics in this forum

  1. Participant under threshold to get allocation in 2020; options?

    By AlbanyConsultant,
    • 4 replies
    • 874 views

  2. required minimum distributions

    By Egold,
    • 2 replies
    • 909 views

  3. Potential Participant SSN Issue

    By kmhaab,
    • 4 replies
    • 2k views

  4. Let's talk about discriminatory timing 1.401(a)(4)-5

    By shERPA,
    • 5 replies
    • 1.3k views

  5. Plan to Plan transfers for a union population

    By Jpagano,
    • 5 replies
    • 1.7k views

  6. What if Plan uses Employer's EIN for 1099's and/or Accounts?

    By BG5150,
    • 6 replies
    • 1.9k views

  7. plan vs plan sponsor

    By thepensionmaven,
    • 6 replies
    • 1.3k views

  8. Can a sole proprietor set up a 401k plan in 2021 for 2021?

    By Jakyasar,
    • 5 replies
    • 1.3k views

  9. Prohibited Transaction

    By still learning,
    • 3 replies
    • 1.2k views

  10. ROBS 401(k)

    By still learning,   
    • 2 replies
    • 1.4k views

  11. How to handle fee changes with the change of TPA?

    By JustMe,
    • 2 replies
    • 1k views

  12. What's the best "integration level" for a plain, integrated profit-sharing plan?

    By Dave Baker,
    • 1 reply
    • 803 views

  13. Chart of different types of Retirement Plans?

    By BG5150,
    • 2 replies
    • 1.1k views

  14. What fees can be paid from the plan assets?

    By Jakyasar,
    • 4 replies
    • 2.3k views

  15. Former participant sort of never received distributions after attaining NRA

    By Tedterrific,
    • 8 replies
    • 1.4k views

  16. Changing Fiscal and Plan year ends

    By Chippy,
    • 3 replies
    • 1.9k views

  17. required minimum distribution

    By Egold,
    • 2 replies
    • 894 views

  18. Coverage Transition Question

    By Gilmore,
    • 6 replies
    • 2.1k views

  19. Tax credit

    By Bird,
    • 1 reply
    • 910 views

  20. Designing a 2020 plan when adopted in 2021

    By Jakyasar,
    • 3 replies
    • 1.2k views

  21. Valuing real estate in retirement plans

    By Draper55,
    • 10 replies
    • 5.6k views

  22. Plan numbers

    By Draper55,
    • 1 reply
    • 927 views

  23. 1099 Software

    By Dougsbpc,
    • 1 reply
    • 761 views

  24. PT/Disqualified person

    By Scuba 401,
    • 12 replies
    • 2.6k views

  25. Happy holidays

    By Jakyasar,
    • 3 replies
    • 1.2k views

  26. Which is better: a State-run IRA program, or a 401(k) plan?

    By Peter Gulia,   
    • 10 replies
    • 2k views

  27. Will the Consolidated Appropriations Act, 2021 bill be enacted?

    By Peter Gulia,
    • 7 replies
    • 1.5k views

  28. New ASG Member

    By Gilmore,
    • 5 replies
    • 815 views

  29. Which unnamed retirement plan gets this tax law?

    By Peter Gulia,   
    • 10 replies
    • 1.6k views

  30. Having trouble getting my retirement checks to Phillipines from U.S. company

    By Judge Mental,
    • 2 replies
    • 1.6k views

  31. Was there a partial termination in 2020?

    By Peter Gulia,   
    • 3 replies
    • 922 views

  32. A money-purchase plan may provide a coronavirus-related distribution.

    By Peter Gulia,   
    • 0 replies
    • 571 views

  33. missing participants

    By Peter Gulia,
    • 12 replies
    • 3.5k views

  34. One or two VCP applications/fees?

    By J Simmons,
    • 1 reply
    • 992 views

  35. Deduction for PPP salary plus regular salary

    By Jakyasar,
    • 0 replies
    • 530 views

  36. DB RMD - changed the plan year during 2020

    By Jakyasar,
    • 1 reply
    • 856 views

  37. Beneficiary Question

    By KaJay,
    • 4 replies
    • 1.2k views

  38. Matching Contribution Timing

    By mjf06241972,
    • 2 replies
    • 929 views

  39. Has Anyone Seen a Copy of Legislative Text of New Coronavirus Relief Bill?

    By rocknrolls2,
    • 1 reply
    • 659 views

  40. CG for part of year

    By Bird,
    • 1 reply
    • 654 views

  41. Is this a partial termination

    By Jakyasar,
    • 2 replies
    • 809 views

  42. Combo testing for plans with different nra

    By Tedterrific,   
    • 3 replies
    • 1.8k views

  43. Coronavirus-Related Distribution and Top Heavy

    By Gilmore,
    • 1 reply
    • 748 views

  44. Good Ole' FDP

    By jsample,
    • 8 replies
    • 1.5k views

  45. Plan Termed, Partic is getting a divorce

    By BG5150,
    • 15 replies
    • 1.9k views

  46. 415 reduction for overlapping plan years

    By AlbanyConsultant,
    • 8 replies
    • 1.6k views

  47. changing address for TIN?

    By AlbanyConsultant,
    • 2 replies
    • 810 views

  48. safe harbor plans joining PEPs mid year

    By mattmc82,
    • 3 replies
    • 1.6k views

  49. substantial and recurring contributions

    By Scuba 401,
    • 11 replies
    • 3.4k views

  50. TIN obtained before plan is set up

    By Jakyasar,
    • 4 replies
    • 981 views
×
×
  • Create New...