Retirement Plans in General

5,772 topics in this forum

1. 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

2. Eligibility for Initial Participation

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

3. 2009 Enrolled Actuaries Meeting

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

4. deduction vs 5330 - PS plan

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

5. Request for Proposal - TEPP Legal Services

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

6. Spousal signature witnessing

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

7. 415 excess in pooled account

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

8. PS plan allocation/deduction issues

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

9. Death of sole trustee

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

10. Military Service

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

11. Prohibited Transaction?

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

12. PPP Forgiveness Question

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

13. Pre-approved plan restatements

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

14. Pooled acct in Partic-directed plan

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

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

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

16. When not an HCE

    By Jakyasar, September 24, 2020
    • 4 replies
    • 913 views
    • 
    • Jakyasar
    • November 11, 2020

17. Wrong EIN on 5500 filing - how to correct

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

18. Affiliation??

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

19. deduction limit

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

20. Selective vesting in NQDC plan

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

21. Max Employer Contribution Limit

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

22. Background about Puerto Rico plans

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

23. Mechanics of CARES loans

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

24. Revisiting seasoned contributions for life insurance in dc plans

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

25. IFR - Lifetime Income Illustrations

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

26. Who can get the deduction?

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

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

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

28. 2 year eligibility

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

29. SAR for Final 5500 (Plan Merger)

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

30. revisiting life insurance in combo plans

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

31. Looking for an old EGTRRA Opinion Letter

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

32. Cashout when rollovers are involved

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

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

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

34. ERISA anti-alienation

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

35. Plan assets invested in partnership

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

36. Beneficiaries.

    By Revecandy, August 20, 2020   

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

37. Amended plan too soon

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

38. Late profit sharing contribution

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

39. Change in When Forfeiture occurs

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

40. Engagement agreement language

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

41. Controlled Group - Irrevocable Trust

    By MGOAdmin, August 5, 2020   

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

42. Attribution Rules for Family Limited Partnerships

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

43. Plan Disqualification (Statute of Limitations)

    By Scuba 401, August 4, 2020
    • 7 replies
    • 5.1k views
    • 
    • Peter Gulia
    • August 6, 2020

44. Employer didn't make all of my payments into my Simple Plan account for many years. Where do I start to get my money and match money and interest reimbursed?

    By Philip, August 4, 2020   

    • simple plan
    • 5 replies
    • 817 views
    • 
    • Bill Presson
    • August 4, 2020

45. When do you determine a CG or ASG?

    By Dalai Pookah, August 3, 2020   

    • affiliated service group
    • controlled group
    • 5 replies
    • 1.6k views
    • 
    • Purplemandinga
    • August 5, 2020

46. Looking for Sample Interim Distribution Policy for Pooled DC Plan

    By OR-ERISA, July 31, 2020
    • 2 replies
    • 977 views
    • 
    • OR-ERISA
    • August 3, 2020

47. Investment Firm as FSO?

    By BTG, July 30, 2020
    • 10 replies
    • 1.9k views
    • 
    • Luke Bailey
    • August 2, 2020

48. Do I really have to formally terminate Solo-K?

    By BG5150, July 28, 2020
    • 14 replies
    • 2.3k views
    • 
    • Kevin C
    • August 6, 2020

49. Plan number on document and 5500 do not match

    By AKconsult, July 27, 2020
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • July 28, 2020

50. Owner Comp Mid-year Plan Termination

    By BG5150, July 23, 2020
    • 27 replies
    • 3.2k views
    • 
    • Larry Starr
    • July 29, 2020