Retirement Plans in General

5,829 topics in this forum

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

   By Belgarath, November 11, 2020
   • 5 replies
   • 3k views
   • 
   • Artie M
   • November 12, 2020

2. Force-out question

   By BG5150, November 12, 2020
   • 8 replies
   • 2.7k views
   • 
   • MWeddell
   • November 12, 2020

3. SH 4% switching to 3%

   By Jakyasar, November 11, 2020
   • 3 replies
   • 880 views
   • 
   • JackS
   • November 11, 2020

4. Adding SH during 2020

   By Jakyasar, November 11, 2020
   • 1 reply
   • 861 views
   • 
   • JackS
   • November 11, 2020

5. When not an HCE

   By Jakyasar, September 24, 2020
   • 4 replies
   • 1.2k views
   • 
   • Jakyasar
   • November 11, 2020

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

   By Peter Gulia, November 5, 2020   

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

7. Owner compensation in short plan year

   By BG5150, October 28, 2020
   • 7 replies
   • 2k views
   • 
   • Luke Bailey
   • November 6, 2020

8. Bonding Nonqualifying Assets

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

9. RMDs for survivng spouses

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

10. Participants never vest due to nature of jobs

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

11. Top Heavy Contrib Subject to Coverage?

    By BG5150, October 26, 2020
    • 6 replies
    • 1.2k views
    • 
    • Lou S.
    • October 28, 2020

12. Eligibility for furloughed employees due to Covid

    By Belgarath, October 26, 2020
    • 6 replies
    • 1.1k views
    • 
    • Belgarath
    • October 28, 2020

13. Merger and Acquisitions and the Bad Apple Rule

    By SEM, October 22, 2020
    • 14 replies
    • 3.3k views
    • 
    • Luke Bailey
    • October 28, 2020

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

    By Peter Gulia, October 22, 2020
    • 12 replies
    • 2k views
    • 
    • Patricia Neal Jensen
    • October 27, 2020

15. Request for Proposal - TEPP Legal Services

    By Milwaukee Transport Svcs, October 6, 2020
    • 7 replies
    • 1.4k views
    • 
    • Milwaukee Transport Svcs
    • October 26, 2020

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

    By Jakyasar, October 9, 2020
    • 25 replies
    • 7.1k views
    • 
    • MWeddell
    • October 22, 2020

17. Beneficiary not in US/US citizen

    By JulesInCNY, October 12, 2020   

    • beneficiary
    • 401k
    • (and 1 more)

      Tagged with:

      • beneficiary
      • 401k
      • death benefit
    • 5 replies
    • 4.5k views
    • 
    • FormsRstillmylife
    • October 21, 2020

18. Rollover from Governmental TSP

    By Belgarath, April 28, 2020
    • 3 replies
    • 1.7k views
    • 
    • Logan401
    • October 21, 2020

19. Can you QDRO an Alternate Payee Account

    By Molgilny89, October 13, 2020
    • 15 replies
    • 4.3k views
    • 
    • FormsRstillmylife
    • October 21, 2020

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

    By Jakyasar, October 15, 2020
    • 5 replies
    • 1.4k views
    • 
    • Jakyasar
    • October 15, 2020

21. Discriminatory Timing? No longer a controlled group

    By shERPA, October 12, 2020
    • 4 replies
    • 1k views
    • 
    • EMoney
    • October 14, 2020

22. Death Benefit Payout Periods under SECURE Act

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

23. Beneficiary Rollover

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

24. Military Service

    By Belgarath, October 1, 2020
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • October 9, 2020

25. Prohibited Transaction?

    By Lucky32, September 30, 2020
    • 8 replies
    • 1.7k views
    • 
    • Mike Preston
    • October 7, 2020

26. deduction vs 5330 - PS plan

    By Jakyasar, October 6, 2020
    • 14 replies
    • 1.6k views
    • 
    • Jakyasar
    • October 7, 2020

27. Eligibility for Initial Participation

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

28. Spousal signature witnessing

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

29. 2009 Enrolled Actuaries Meeting

    By Flyboyjohn, October 6, 2020
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • October 7, 2020

30. PS plan allocation/deduction issues

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

31. 415 excess in pooled account

    By BG5150, October 2, 2020
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • October 2, 2020

32. Death of sole trustee

    By Egold, October 1, 2020
    • 4 replies
    • 1.7k views
    • 
    • Egold
    • October 2, 2020

33. Pre-approved plan restatements

    By Belgarath, September 30, 2020
    • 1 reply
    • 1.2k views
    • 
    • Bob the Swimmer
    • September 30, 2020

34. PPP Forgiveness Question

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

35. Pooled acct in Partic-directed plan

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

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

    By BG5150, September 25, 2020
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • September 25, 2020

37. IFR - Lifetime Income Illustrations

    By Madison71, September 3, 2020
    • 7 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • September 24, 2020

38. Selective vesting in NQDC plan

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

39. Wrong EIN on 5500 filing - how to correct

    By ldr, September 17, 2020
    • 2 replies
    • 1.9k views
    • 
    • ldr
    • September 17, 2020

40. Affiliation??

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

41. deduction limit

    By Jakyasar, September 15, 2020
    • 4 replies
    • 1k views
    • 
    • Bob the Swimmer
    • September 15, 2020

42. Background about Puerto Rico plans

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

43. Mechanics of CARES loans

    By Cynchbeast, September 11, 2020
    • 3 replies
    • 1.5k views
    • 
    • Luke Bailey
    • September 14, 2020

44. Max Employer Contribution Limit

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

45. Revisiting seasoned contributions for life insurance in dc plans

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

46. Who can get the deduction?

    By Jakyasar, September 3, 2020
    • 10 replies
    • 1.6k views
    • 
    • Jakyasar
    • September 8, 2020

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

    By Benefits Vet, September 2, 2020
    • 6 replies
    • 1.3k views
    • 
    • Benefits Vet
    • September 3, 2020

48. revisiting life insurance in combo plans

    By Jakyasar, August 31, 2020
    • 12 replies
    • 2.3k views
    • 
    • Mike Preston
    • September 3, 2020

49. 2 year eligibility

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

50. SAR for Final 5500 (Plan Merger)

    By Gilmore, August 31, 2020
    • 3 replies
    • 1.3k views
    • 
    • Alonzo Church
    • September 2, 2020