Retirement Plans in General

5,772 topics in this forum

1. 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

2. Chicken vs. Egg and 415 Limits

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

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

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

4. 5330 for late deposits question

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

5. RMDs and CARES Act

   By waid10, April 28, 2020
   • 12 replies
   • 1.9k views
   • 
   • Larry Starr
   • April 29, 2020

6. Partial Plan Termination

   By Dougsbpc, April 24, 2020
   • 5 replies
   • 1.3k views
   • 
   • Luke Bailey
   • April 28, 2020

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

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

8. Foreign Entity & Plan Trustee

   By JMP, April 20, 2020
   • 12 replies
   • 2.3k views
   • 
   • Larry Starr
   • April 23, 2020

9. 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

10. Forfeitures

    By Belgarath, April 22, 2020
    • 5 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 22, 2020

11. CARES Act provisions

    By Belgarath, April 1, 2020
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 17, 2020

12. SIMPLE IRA 3-digit plan number

    By PensionPro, April 14, 2020
    • 2 replies
    • 1.2k views
    • 
    • PensionPro
    • April 14, 2020

13. 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

14. 1099-R EIN

    By Denice England, April 8, 2020
    • 7 replies
    • 3.1k views
    • 
    • Bird
    • April 13, 2020

15. COVID-19 related loans

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

16. COVID-19 related withdrawals and DB plans

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

17. RMD postponement for CARES

    By Dennis G., April 6, 2020
    • 2 replies
    • 1k views
    • 
    • RAH401(k)
    • April 7, 2020

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

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

19. Lump sum

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

20. CARES Good Faith Amendment

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

21. Plan Loans - amid COVID-19

    By msmith, March 26, 2020
    • 15 replies
    • 1.7k views
    • 
    • Kansas401k
    • April 1, 2020

22. Terminating Profit Sharing Plan

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

23. 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
    • 789 views
    • 
    • RPAS
    • March 30, 2020

24. WAN license for Relius

    By ConnieStorer, March 27, 2020
    • 9 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • March 28, 2020

25. 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
    • 2.4k views
    • 
    • Mike McWherter
    • March 27, 2020

26. Legislative Language on Final Stimulus Package

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

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

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

28. 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

29. Incorrect SH match paid in terminating plan

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

30. Determining Plan Eligibility with Multiple Periods of Service

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

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

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

32. Form 1120-S Schedule K-1

    By coleboy, February 25, 2020
    • 13 replies
    • 2.5k views
    • 
    • Larry Starr
    • March 23, 2020

33. Can a CBA reduce retirement or disability benefits already accrued?

    By AFFIS, March 22, 2020   

    • erisa
    • cba
    • (and 2 more)

      Tagged with:

      • erisa
      • cba
      • accrual rules
      • accrued benefit
    • 1 reply
    • 658 views
    • 
    • Larry Starr
    • March 23, 2020

34. missed March 16 deduction due date

    By B21, March 21, 2020
    • 4 replies
    • 987 views
    • 
    • Larry Starr
    • March 23, 2020

35. Coronavirus Pandemic & IRS Relief

    By CuseFan, March 12, 2020
    • 19 replies
    • 1.9k views
    • 
    • Peter Gulia
    • March 23, 2020

36. Catch-up contribution in a 401a plan

    By Sue, March 19, 2020
    • 1 reply
    • 683 views
    • 
    • Mike Preston
    • March 19, 2020

37. Plan Merger after Asset Sale

    By K-t-F, March 9, 2020
    • 15 replies
    • 2.1k views
    • 
    • QP_Guy
    • March 19, 2020

38. 1,000 hours when gap between end of payroll period and payment date straddles two tax years

    By Car23, March 13, 2020
    • 6 replies
    • 1.2k views
    • 
    • Larry Gagnon
    • March 19, 2020

39. dental layoffs due to Coronavirus - maybe rehiring?

    By AlbanyConsultant, March 17, 2020
    • 4 replies
    • 1.2k views
    • 
    • AlbanyConsultant
    • March 17, 2020

40. How does the 415 limit work with 401a and 457 plans?

    By waid10, March 11, 2020
    • 6 replies
    • 3.4k views
    • 
    • JonC
    • March 16, 2020

41. RMD start date

    By Cynchbeast, March 10, 2020
    • 2 replies
    • 723 views
    • 
    • Larry Starr
    • March 10, 2020

42. Bonding

    By Cynchbeast, March 6, 2020
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • March 9, 2020

43. Corporate contributions to DC Contributions

    By Cynchbeast, March 6, 2020
    • 10 replies
    • 1k views
    • 
    • Larry Starr
    • March 9, 2020

44. Two plans--which get TH Contrib

    By BG5150, March 5, 2020
    • 9 replies
    • 1k views
    • 
    • david rigby
    • March 6, 2020

45. New Form 1065 K-1 split box 4

    By Earl, January 10, 2020
    • 1 reply
    • 717 views
    • 
    • Luke Bailey
    • February 27, 2020

46. Excise Tax on NonDeductible Contributions

    By PensionPro, December 24, 2019
    • 3 replies
    • 982 views
    • 
    • Luke Bailey
    • February 26, 2020

47. Existence of Trust Beneficiary

    By DJL, February 25, 2020
    • 3 replies
    • 1.6k views
    • 
    • DJL
    • February 26, 2020

48. Correcting plan name

    By Cynchbeast, February 25, 2020
    • 6 replies
    • 681 views
    • 
    • Larry Starr
    • February 25, 2020

49. Rollover into a PS plan from a DB plan for a retired participant

    By Jakyasar, February 24, 2020
    • 6 replies
    • 881 views
    • 
    • Jakyasar
    • February 24, 2020

50. Rollover of death benefit by beneficiary to Distributing Plan

    By michaelhughes, February 21, 2020
    • 3 replies
    • 866 views
    • 
    • justanotheradmin
    • February 21, 2020