Retirement Plans in General

5,824 topics in this forum

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

   By Peter Gulia, November 5, 2020   

   • qta; abandoned
   • 1 reply
   • 619 views
   • 
   • Peter Gulia
   • November 10, 2020

2. Owner compensation in short plan year

   By BG5150, October 28, 2020
   • 7 replies
   • 1.8k views
   • 
   • Luke Bailey
   • November 6, 2020

3. Bonding Nonqualifying Assets

   By Ed S., November 3, 2020
   • 2 replies
   • 710 views
   • 
   • ConnieStorer
   • November 5, 2020

4. RMDs for survivng spouses

   By Philip2, November 4, 2020
   • 1 reply
   • 660 views
   • 
   • Lou S.
   • November 4, 2020

5. Participants never vest due to nature of jobs

   By AndrewZ, November 3, 2020
   • 0 replies
   • 661 views
   • 
   • AndrewZ
   • November 3, 2020

6. Top Heavy Contrib Subject to Coverage?

   By BG5150, October 26, 2020
   • 6 replies
   • 1.1k views
   • 
   • Lou S.
   • October 28, 2020

7. Eligibility for furloughed employees due to Covid

   By Belgarath, October 26, 2020
   • 6 replies
   • 966 views
   • 
   • Belgarath
   • October 28, 2020

8. Merger and Acquisitions and the Bad Apple Rule

   By SEM, October 22, 2020
   • 14 replies
   • 3.1k views
   • 
   • Luke Bailey
   • October 28, 2020

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

   By Peter Gulia, October 22, 2020
   • 12 replies
   • 1.9k views
   • 
   • Patricia Neal Jensen
   • October 27, 2020

10. Request for Proposal - TEPP Legal Services

    By Milwaukee Transport Svcs, October 6, 2020
    • 7 replies
    • 1.3k views
    • 
    • Milwaukee Transport Svcs
    • October 26, 2020

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

    By Jakyasar, October 9, 2020
    • 25 replies
    • 6.8k views
    • 
    • MWeddell
    • October 22, 2020

12. Beneficiary not in US/US citizen

    By JulesInCNY, October 12, 2020   

    • beneficiary
    • 401k
    • (and 1 more)

      Tagged with:

      • beneficiary
      • 401k
      • death benefit
    • 5 replies
    • 4.2k views
    • 
    • FormsRstillmylife
    • October 21, 2020

13. Rollover from Governmental TSP

    By Belgarath, April 28, 2020
    • 3 replies
    • 1.6k views
    • 
    • Logan401
    • October 21, 2020

14. Can you QDRO an Alternate Payee Account

    By Molgilny89, October 13, 2020
    • 15 replies
    • 4.1k views
    • 
    • FormsRstillmylife
    • October 21, 2020

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

    By Jakyasar, October 15, 2020
    • 5 replies
    • 1.3k views
    • 
    • Jakyasar
    • October 15, 2020

16. Discriminatory Timing? No longer a controlled group

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

17. Death Benefit Payout Periods under SECURE Act

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

18. Beneficiary Rollover

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

19. Military Service

    By Belgarath, October 1, 2020
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • October 9, 2020

20. Prohibited Transaction?

    By Lucky32, September 30, 2020
    • 8 replies
    • 1.6k views
    • 
    • Mike Preston
    • October 7, 2020

21. deduction vs 5330 - PS plan

    By Jakyasar, October 6, 2020
    • 14 replies
    • 1.4k views
    • 
    • Jakyasar
    • October 7, 2020

22. Eligibility for Initial Participation

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

23. Spousal signature witnessing

    By Jakyasar, October 6, 2020
    • 2 replies
    • 1k views
    • 
    • Jakyasar
    • October 7, 2020

24. 2009 Enrolled Actuaries Meeting

    By Flyboyjohn, October 6, 2020
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • October 7, 2020

25. PS plan allocation/deduction issues

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

26. 415 excess in pooled account

    By BG5150, October 2, 2020
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • October 2, 2020

27. Death of sole trustee

    By Egold, October 1, 2020
    • 4 replies
    • 1.6k views
    • 
    • Egold
    • October 2, 2020

28. Pre-approved plan restatements

    By Belgarath, September 30, 2020
    • 1 reply
    • 1.1k views
    • 
    • Bob the Swimmer
    • September 30, 2020

29. PPP Forgiveness Question

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

30. Pooled acct in Partic-directed plan

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

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

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

32. IFR - Lifetime Income Illustrations

    By Madison71, September 3, 2020
    • 7 replies
    • 1.6k views
    • 
    • C. B. Zeller
    • September 24, 2020

33. Selective vesting in NQDC plan

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

34. Wrong EIN on 5500 filing - how to correct

    By ldr, September 17, 2020
    • 2 replies
    • 1.8k views
    • 
    • ldr
    • September 17, 2020

35. Affiliation??

    By Jakyasar, September 16, 2020
    • 10 replies
    • 1.5k views
    • 
    • Jakyasar
    • September 17, 2020

36. deduction limit

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

37. Background about Puerto Rico plans

    By MWeddell, September 11, 2020
    • 2 replies
    • 1.2k views
    • 
    • MWeddell
    • September 15, 2020

38. Mechanics of CARES loans

    By Cynchbeast, September 11, 2020
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 14, 2020

39. Max Employer Contribution Limit

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

40. Revisiting seasoned contributions for life insurance in dc plans

    By Jakyasar, September 10, 2020
    • 2 replies
    • 1.4k views
    • 
    • Jakyasar
    • September 10, 2020

41. Who can get the deduction?

    By Jakyasar, September 3, 2020
    • 10 replies
    • 1.5k views
    • 
    • Jakyasar
    • September 8, 2020

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

    By Benefits Vet, September 2, 2020
    • 6 replies
    • 1.2k views
    • 
    • Benefits Vet
    • September 3, 2020

43. revisiting life insurance in combo plans

    By Jakyasar, August 31, 2020
    • 12 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 3, 2020

44. 2 year eligibility

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

45. SAR for Final 5500 (Plan Merger)

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

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

    By AlbanyConsultant, August 24, 2020
    • 18 replies
    • 2.6k views
    • 
    • AlbanyConsultant
    • August 31, 2020

47. Looking for an old EGTRRA Opinion Letter

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

48. Cashout when rollovers are involved

    By BG5150, August 27, 2020
    • 1 reply
    • 1.3k views
    • 
    • C. B. Zeller
    • August 27, 2020

49. Plan assets invested in partnership

    By eml691, August 21, 2020
    • 4 replies
    • 1.5k views
    • 
    • JOH
    • August 26, 2020

50. ERISA anti-alienation

    By Ian, August 24, 2020
    • 5 replies
    • 1.5k views
    • 
    • Ian
    • August 24, 2020