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Retirement Plans in General

5,848 topics in this forum

  1. Combo testing for plans with different nra

    By Tedterrific,   
    • 3 replies
    • 1.9k views

  2. Coronavirus-Related Distribution and Top Heavy

    By Gilmore,
    • 1 reply
    • 785 views

  3. Good Ole' FDP

    By jsample,
    • 8 replies
    • 1.7k views

  4. Plan Termed, Partic is getting a divorce

    By BG5150,
    • 15 replies
    • 2.1k views

  5. 415 reduction for overlapping plan years

    By AlbanyConsultant,
    • 8 replies
    • 1.7k views

  6. changing address for TIN?

    By AlbanyConsultant,
    • 2 replies
    • 877 views

  7. safe harbor plans joining PEPs mid year

    By mattmc82,
    • 3 replies
    • 1.7k views

  8. substantial and recurring contributions

    By Scuba 401,
    • 11 replies
    • 3.6k views

  9. TIN obtained before plan is set up

    By Jakyasar,
    • 4 replies
    • 1k views

  10. 501 hour exclusion

    By Bird,
    • 7 replies
    • 3.9k views

  11. Document fee for the first year of the plan

    By Jakyasar,
    • 4 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 0 replies
    • 582 views

  13. Prohibited Transaction Issue?

    By Buckoosier,
    • 1 reply
    • 716 views

  14. Needs enlightenment

    By Mermaid,
    • 1 reply
    • 767 views

  15. after-tax employee contributions

    By Santo Gold,
    • 3 replies
    • 1.3k views

  16. 410(b) and determination letters

    By AndyH,
    • 2 replies
    • 880 views

  17. Constructive Ownership/Spousal attribution

    By TPApril,
    • 3 replies
    • 1.2k views

  18. combo plan testing - gateway requirement

    By Jakyasar,
    • 3 replies
    • 1.5k views

  19. Control Group ... confirmation

    By Basically,
    • 10 replies
    • 1.7k views

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

    By Belgarath,
    • 5 replies
    • 3.3k views

  21. Force-out question

    By BG5150,
    • 8 replies
    • 3k views

  22. SH 4% switching to 3%

    By Jakyasar,
    • 3 replies
    • 1.1k views

  23. Adding SH during 2020

    By Jakyasar,
    • 1 reply
    • 947 views

  24. When not an HCE

    By Jakyasar,
    • 4 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 1 reply
    • 733 views

  26. Owner compensation in short plan year

    By BG5150,
    • 7 replies
    • 2.1k views

  27. Bonding Nonqualifying Assets

    By Ed S.,
    • 2 replies
    • 1k views

  28. RMDs for survivng spouses

    By Philip2,
    • 1 reply
    • 849 views

  29. Participants never vest due to nature of jobs

    By AndrewZ,
    • 0 replies
    • 825 views

  30. Top Heavy Contrib Subject to Coverage?

    By BG5150,
    • 6 replies
    • 1.4k views

  31. Eligibility for furloughed employees due to Covid

    By Belgarath,
    • 6 replies
    • 1.2k views

  32. Merger and Acquisitions and the Bad Apple Rule

    By SEM,
    • 14 replies
    • 3.6k views

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

    By Peter Gulia,
    • 12 replies
    • 2.2k views

  34. Request for Proposal - TEPP Legal Services

    By Milwaukee Transport Svcs,
    • 7 replies
    • 1.5k views

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

    By Jakyasar,
    • 25 replies
    • 7.6k views

  36. Beneficiary not in US/US citizen

    By JulesInCNY,   
    • 5 replies
    • 4.8k views

  37. Rollover from Governmental TSP

    By Belgarath,
    • 3 replies
    • 1.8k views

  38. Can you QDRO an Alternate Payee Account

    By Molgilny89,
    • 15 replies
    • 4.7k views

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

    By Jakyasar,
    • 5 replies
    • 1.5k views

  40. Discriminatory Timing? No longer a controlled group

    By shERPA,
    • 4 replies
    • 1.2k views

  41. Death Benefit Payout Periods under SECURE Act

    By Belgarath,
    • 2 replies
    • 802 views

  42. Beneficiary Rollover

    By JOH,
    • 1 reply
    • 1.1k views

  43. Military Service

    By Belgarath,
    • 3 replies
    • 1.7k views

  44. Prohibited Transaction?

    By Lucky32,
    • 8 replies
    • 1.8k views

  45. deduction vs 5330 - PS plan

    By Jakyasar,
    • 14 replies
    • 1.9k views

  46. Eligibility for Initial Participation

    By thepensionmaven,
    • 1 reply
    • 1.1k views

  47. Spousal signature witnessing

    By Jakyasar,
    • 2 replies
    • 1.1k views

  48. 2009 Enrolled Actuaries Meeting

    By Flyboyjohn,
    • 1 reply
    • 1.7k views

  49. PS plan allocation/deduction issues

    By Jakyasar,
    • 3 replies
    • 1.2k views

  50. 415 excess in pooled account

    By BG5150,
    • 2 replies
    • 1.3k views
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