Retirement Plans in General

5,791 topics in this forum

1. Black out notice and other disclosures

   By mjf06241972, June 3, 2020
   • 5 replies
   • 2.1k views
   • 
   • Luke Bailey
   • June 4, 2020

2. Termination of Employment for Self-employed Owners

   By Alonzo Church, June 2, 2020
   • 5 replies
   • 1.7k views
   • 
   • Alonzo Church
   • June 2, 2020

3. Balance and 401k Loans

   By JOH, May 29, 2020
   • 5 replies
   • 1.4k views
   • 
   • david rigby
   • June 1, 2020

4. 414s safe harbor exclusions

   By Just Tri, May 28, 2020
   • 3 replies
   • 1.3k views
   • 
   • CuseFan
   • May 28, 2020

5. Pooled Employer Plans

   By D.J. Simonetti, May 23, 2020
   • 3 replies
   • 1.4k views
   • 
   • Peter Gulia
   • May 26, 2020
6. Uncontested divorce and retirement plan

   Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

7. Deduction

   By Jakyasar, May 23, 2020
   • 3 replies
   • 1.3k views
   • 
   • Jakyasar
   • May 25, 2020

8. eligibility - protected benefit?

   By Santo Gold, December 3, 2004
   • 22 replies
   • 6k views
   • 
   • Mike Preston
   • May 22, 2020

9. Default Electronic Disclosure - Final Rule

   By RatherBeGolfing, May 21, 2020
   • 1 reply
   • 767 views
   • 
   • Lois Baker
   • May 21, 2020

10. Husband/Wife companies & controlled Group

    By Cynchbeast, May 19, 2020
    • 5 replies
    • 3k views
    • 
    • Luke Bailey
    • May 21, 2020

11. 408b-2 disclosures

    By Belgarath, November 19, 2019
    • 9 replies
    • 1.6k views
    • 
    • TPApril
    • May 18, 2020

12. Controlled Group - Affiliated Service Group

    By waid10, May 15, 2020
    • 3 replies
    • 923 views
    • 
    • Larry Starr
    • May 16, 2020

13. Davis Bacon plans annualization

    By Just Tri, May 15, 2020
    • 6 replies
    • 1.7k views
    • 
    • Just Tri
    • May 15, 2020

14. overfunded DB and new PSP - senior moments

    By thepensionmaven, May 14, 2020
    • 2 replies
    • 782 views
    • 
    • thepensionmaven
    • May 14, 2020

15. Gold Investment... must it be held by a custodian?

    By K-t-F, April 8, 2020
    • 16 replies
    • 2.9k views
    • 
    • Luke Bailey
    • May 11, 2020

16. Filing Deadline

    By Cynchbeast, May 11, 2020
    • 1 reply
    • 729 views
    • 
    • Larry Starr
    • May 11, 2020

17. "Transaction Privelege, Use, and Severance Tax Return - (TPT-EZ)

    By Belgarath, May 8, 2020
    • 3 replies
    • 1.4k views
    • 
    • Larry Starr
    • May 9, 2020

18. My Retirement

    By jevd, May 7, 2020
    • 5 replies
    • 1k views
    • 
    • QPAetc
    • May 8, 2020

19. Employer requiring employee to reimburse Safe Harbor payment

    By Curious Employee, May 6, 2020   

    • safe harbor
    • employee benefit
    • 15 replies
    • 2.8k views
    • 
    • Curious Employee
    • May 8, 2020

20. Does the plan need to provide a coronavirus-related distribution?

    By Peter Gulia, May 5, 2020   

    • cares act
    • 7 replies
    • 1.5k views
    • 
    • Larry Starr
    • May 8, 2020

21. Chicken vs. Egg and 415 Limits

    By Towanda, May 1, 2020
    • 11 replies
    • 1.3k views
    • 
    • Belgarath
    • May 4, 2020

22. Required Minimum Contribution Deadline extension to 1/1/2021

    By NQS, April 30, 2020
    • 2 replies
    • 978 views
    • 
    • NQS
    • May 1, 2020

23. 5330 for late deposits question

    By BG5150, April 28, 2020
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • May 1, 2020

24. RMDs and CARES Act

    By waid10, April 28, 2020
    • 12 replies
    • 2k views
    • 
    • Larry Starr
    • April 29, 2020

25. Partial Plan Termination

    By Dougsbpc, April 24, 2020
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • April 28, 2020

26. QRP - qualified replacement plans and fees paid from plan assets

    By Jakyasar, April 22, 2020
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • April 23, 2020

27. Foreign Entity & Plan Trustee

    By JMP, April 20, 2020
    • 12 replies
    • 2.4k views
    • 
    • Larry Starr
    • April 23, 2020

28. CRD from previous ER's Plan after layoff from current ER

    By CRBarnard, April 22, 2020
    • 8 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • April 23, 2020

29. Forfeitures

    By Belgarath, April 22, 2020
    • 5 replies
    • 1.8k views
    • 
    • Luke Bailey
    • April 22, 2020

30. CARES Act provisions

    By Belgarath, April 1, 2020
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • April 17, 2020

31. SIMPLE IRA 3-digit plan number

    By PensionPro, April 14, 2020
    • 2 replies
    • 1.3k views
    • 
    • PensionPro
    • April 14, 2020

32. 6/30/19 Fiscal year 5500 on extension until April 15th are they now further extended

    By SSRRS, April 7, 2020
    • 8 replies
    • 1.1k views
    • 
    • SSRRS
    • April 13, 2020

33. 1099-R EIN

    By Denice England, April 8, 2020
    • 7 replies
    • 3.4k views
    • 
    • Bird
    • April 13, 2020

34. COVID-19 related loans

    By Cynchbeast, April 9, 2020
    • 1 reply
    • 771 views
    • 
    • Bird
    • April 10, 2020

35. COVID-19 related withdrawals and DB plans

    By Cynchbeast, April 8, 2020
    • 1 reply
    • 666 views
    • 
    • Bird
    • April 8, 2020

36. RMD postponement for CARES

    By Dennis G., April 6, 2020
    • 2 replies
    • 1.1k views
    • 
    • RAH401(k)
    • April 7, 2020

37. K-1 income determination for self-employment tax

    By Jakyasar, April 7, 2020
    • 1 reply
    • 870 views
    • 
    • Bird
    • April 7, 2020

38. Lump sum

    By Nothappy64, March 31, 2020
    • 5 replies
    • 857 views
    • 
    • Mike Preston
    • April 2, 2020

39. CARES Good Faith Amendment

    By Dougsbpc, April 2, 2020
    • 0 replies
    • 640 views
    • 
    • Dougsbpc
    • April 2, 2020

40. Plan Loans - amid COVID-19

    By msmith, March 26, 2020
    • 15 replies
    • 1.8k views
    • 
    • Kansas401k
    • April 1, 2020

41. Terminating Profit Sharing Plan

    By thepensionmaven, March 31, 2020
    • 3 replies
    • 946 views
    • 
    • ratherbereading
    • March 31, 2020

42. Does it matter that a coronavirus loan gets no relief from the prohibited-transaction exemptions’ adequate-security condition?

    By Peter Gulia, March 27, 2020
    • 3 replies
    • 809 views
    • 
    • RPAS
    • March 30, 2020

43. WAN license for Relius

    By ConnieStorer, March 27, 2020
    • 9 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • March 28, 2020

44. Who serves as an abandoned plan’s qualified termination administrator?

    By Peter Gulia, March 25, 2020   

    • abandoned plan; orphan plan; qualified termination administrator; qta
    • 9 replies
    • 2.5k views
    • 
    • Mike McWherter
    • March 27, 2020

45. Legislative Language on Final Stimulus Package

    By rocknrolls2, March 25, 2020
    • 20 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 27, 2020

46. PS plan - excess contributions made during the plan year

    By Jakyasar, March 24, 2020
    • 8 replies
    • 2k views
    • 
    • ombskid
    • March 26, 2020

47. Is anyone using force majeure to excuse not performing a contract?

    By Peter Gulia, March 25, 2020   

    • service agreement
    • 5 replies
    • 1.5k views
    • 
    • Larry Starr
    • March 25, 2020

48. Incorrect SH match paid in terminating plan

    By Cynchbeast, March 25, 2020
    • 3 replies
    • 759 views
    • 
    • Larry Starr
    • March 25, 2020

49. Determining Plan Eligibility with Multiple Periods of Service

    By AJC, March 14, 2020
    • 3 replies
    • 964 views
    • 
    • AJC
    • March 24, 2020

50. Extension to 7/15 - Notice 2020-18

    By shERPA, March 21, 2020
    • 10 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 24, 2020