Retirement Plans in General

5,811 topics in this forum

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

   By Jakyasar, October 15, 2020
   • 5 replies
   • 1.2k views
   • 
   • Jakyasar
   • October 15, 2020

2. Discriminatory Timing? No longer a controlled group

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

3. Death Benefit Payout Periods under SECURE Act

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

4. Beneficiary Rollover

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

5. Military Service

   By Belgarath, October 1, 2020
   • 3 replies
   • 1.3k views
   • 
   • Belgarath
   • October 9, 2020

6. Prohibited Transaction?

   By Lucky32, September 30, 2020
   • 8 replies
   • 1.4k views
   • 
   • Mike Preston
   • October 7, 2020

7. deduction vs 5330 - PS plan

   By Jakyasar, October 6, 2020
   • 14 replies
   • 1.2k views
   • 
   • Jakyasar
   • October 7, 2020

8. Eligibility for Initial Participation

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

9. Spousal signature witnessing

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

10. 2009 Enrolled Actuaries Meeting

    By Flyboyjohn, October 6, 2020
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • October 7, 2020

11. PS plan allocation/deduction issues

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

12. 415 excess in pooled account

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

13. Death of sole trustee

    By Egold, October 1, 2020
    • 4 replies
    • 1.5k views
    • 
    • Egold
    • October 2, 2020

14. Pre-approved plan restatements

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

15. PPP Forgiveness Question

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

16. Pooled acct in Partic-directed plan

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

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

    By BG5150, September 25, 2020
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • September 25, 2020

18. IFR - Lifetime Income Illustrations

    By Madison71, September 3, 2020
    • 7 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • September 24, 2020

19. Selective vesting in NQDC plan

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

20. Wrong EIN on 5500 filing - how to correct

    By ldr, September 17, 2020
    • 2 replies
    • 1.6k views
    • 
    • ldr
    • September 17, 2020

21. Affiliation??

    By Jakyasar, September 16, 2020
    • 10 replies
    • 1.3k views
    • 
    • Jakyasar
    • September 17, 2020

22. deduction limit

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

23. Background about Puerto Rico plans

    By MWeddell, September 11, 2020
    • 2 replies
    • 1.1k views
    • 
    • MWeddell
    • September 15, 2020

24. Mechanics of CARES loans

    By Cynchbeast, September 11, 2020
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • September 14, 2020

25. Max Employer Contribution Limit

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

26. Revisiting seasoned contributions for life insurance in dc plans

    By Jakyasar, September 10, 2020
    • 2 replies
    • 1.3k views
    • 
    • Jakyasar
    • September 10, 2020

27. Who can get the deduction?

    By Jakyasar, September 3, 2020
    • 10 replies
    • 1.3k views
    • 
    • Jakyasar
    • September 8, 2020

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

    By Benefits Vet, September 2, 2020
    • 6 replies
    • 1.1k views
    • 
    • Benefits Vet
    • September 3, 2020

29. revisiting life insurance in combo plans

    By Jakyasar, August 31, 2020
    • 12 replies
    • 1.9k views
    • 
    • Mike Preston
    • September 3, 2020

30. 2 year eligibility

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

31. SAR for Final 5500 (Plan Merger)

    By Gilmore, August 31, 2020
    • 3 replies
    • 1.2k views
    • 
    • Alonzo Church
    • September 2, 2020

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

    By AlbanyConsultant, August 24, 2020
    • 18 replies
    • 2.4k views
    • 
    • AlbanyConsultant
    • August 31, 2020

33. Looking for an old EGTRRA Opinion Letter

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

34. Cashout when rollovers are involved

    By BG5150, August 27, 2020
    • 1 reply
    • 1.2k views
    • 
    • C. B. Zeller
    • August 27, 2020

35. Plan assets invested in partnership

    By eml691, August 21, 2020
    • 4 replies
    • 1.3k views
    • 
    • JOH
    • August 26, 2020

36. ERISA anti-alienation

    By Ian, August 24, 2020
    • 5 replies
    • 1.4k views
    • 
    • Ian
    • August 24, 2020

37. Beneficiaries.

    By Revecandy, August 20, 2020   

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

38. Amended plan too soon

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

39. Late profit sharing contribution

    By Cynchbeast, August 13, 2020
    • 6 replies
    • 1.5k views
    • 
    • Kevin C
    • August 14, 2020

40. Engagement agreement language

    By Belgarath, August 6, 2020
    • 5 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • August 7, 2020

41. Change in When Forfeiture occurs

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

42. Attribution Rules for Family Limited Partnerships

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

43. Controlled Group - Irrevocable Trust

    By MGOAdmin, August 5, 2020   

    • irrevocable trust
    • controlled group
    • 1 reply
    • 1.2k views
    • 
    • Luke Bailey
    • August 6, 2020

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

    By BG5150, July 28, 2020
    • 14 replies
    • 2.7k views
    • 
    • Kevin C
    • August 6, 2020

45. Plan Disqualification (Statute of Limitations)

    By Scuba 401, August 4, 2020
    • 7 replies
    • 6.1k views
    • 
    • Peter Gulia
    • August 6, 2020

46. When do you determine a CG or ASG?

    By Dalai Pookah, August 3, 2020   

    • affiliated service group
    • controlled group
    • 5 replies
    • 1.7k views
    • 
    • Purplemandinga
    • August 5, 2020

47. 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
    • 929 views
    • 
    • Bill Presson
    • August 4, 2020

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

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

49. Investment Firm as FSO?

    By BTG, July 30, 2020
    • 10 replies
    • 2.3k views
    • 
    • Luke Bailey
    • August 2, 2020

50. Owner Comp Mid-year Plan Termination

    By BG5150, July 23, 2020
    • 27 replies
    • 3.6k views
    • 
    • Larry Starr
    • July 29, 2020