Retirement Plans in General

5,848 topics in this forum

1. Pooled plan sued for declaring special val

   By Bird, June 19, 2020
   • 8 replies
   • 2.2k views
   • 
   • Luke Bailey
   • June 22, 2020

2. Remote notarization

   By Ian, June 10, 2020
   • 27 replies
   • 4.9k views
   • 
   • Luke Bailey
   • June 18, 2020

3. forgot to make profit sharing deposit

   By AlbanyConsultant, June 17, 2020
   • 3 replies
   • 2k views
   • 
   • Bill Presson
   • June 18, 2020

4. Controlled Group?

   By Gilmore, June 16, 2020
   • 2 replies
   • 1.3k views
   • 
   • Gilmore
   • June 16, 2020

5. Deduction where FY is different than PY

   By Jakyasar, June 16, 2020
   • 2 replies
   • 1.7k views
   • 
   • Larry Starr
   • June 16, 2020

6. Check on EZ filing

   By Cynchbeast, June 14, 2020
   • 1 reply
   • 1.1k views
   • 
   • ratherbereading
   • June 15, 2020

7. Tiered Profit Sharing - testing?

   By Tinman, June 12, 2020
   • 4 replies
   • 1.4k views
   • 
   • Larry Starr
   • June 12, 2020

8. starting a new plan with PPP money?

   By AlbanyConsultant, June 3, 2020
   • 13 replies
   • 2.6k views
   • 
   • Larry Starr
   • June 8, 2020

9. Black out notice and other disclosures

   By mjf06241972, June 3, 2020
   • 5 replies
   • 2.9k views
   • 
   • Luke Bailey
   • June 4, 2020

10. Termination of Employment for Self-employed Owners

    By Alonzo Church, June 2, 2020
    • 5 replies
    • 2.2k views
    • 
    • Alonzo Church
    • June 2, 2020

11. Balance and 401k Loans

    By JOH, May 29, 2020
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • June 1, 2020

12. 414s safe harbor exclusions

    By Just Tri, May 28, 2020
    • 3 replies
    • 1.7k views
    • 
    • CuseFan
    • May 28, 2020

13. Pooled Employer Plans

    By D.J. Simonetti, May 23, 2020
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • May 26, 2020
14. Uncontested divorce and retirement plan

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

15. Deduction

    By Jakyasar, May 23, 2020
    • 3 replies
    • 1.7k views
    • 
    • Jakyasar
    • May 25, 2020

16. eligibility - protected benefit?

    By Santo Gold, December 3, 2004
    • 22 replies
    • 6.7k views
    • 
    • Mike Preston
    • May 22, 2020

17. Default Electronic Disclosure - Final Rule

    By RatherBeGolfing, May 21, 2020
    • 1 reply
    • 1.1k views
    • 
    • Lois Baker
    • May 21, 2020

18. Husband/Wife companies & controlled Group

    By Cynchbeast, May 19, 2020
    • 5 replies
    • 3.7k views
    • 
    • Luke Bailey
    • May 21, 2020

19. 408b-2 disclosures

    By Belgarath, November 19, 2019
    • 9 replies
    • 2.2k views
    • 
    • TPApril
    • May 18, 2020

20. Controlled Group - Affiliated Service Group

    By waid10, May 15, 2020
    • 3 replies
    • 1.3k views
    • 
    • Larry Starr
    • May 16, 2020

21. Davis Bacon plans annualization

    By Just Tri, May 15, 2020
    • 6 replies
    • 2.2k views
    • 
    • Just Tri
    • May 15, 2020

22. overfunded DB and new PSP - senior moments

    By thepensionmaven, May 14, 2020
    • 2 replies
    • 1.1k views
    • 
    • thepensionmaven
    • May 14, 2020

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

    By Basically, April 8, 2020
    • 16 replies
    • 4.1k views
    • 
    • Luke Bailey
    • May 11, 2020

24. Filing Deadline

    By Cynchbeast, May 11, 2020
    • 1 reply
    • 1.2k views
    • 
    • Larry Starr
    • May 11, 2020

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

    By Belgarath, May 8, 2020
    • 3 replies
    • 1.8k views
    • 
    • Larry Starr
    • May 9, 2020

26. My Retirement

    By jevd, May 7, 2020
    • 5 replies
    • 1.6k views
    • 
    • QPAetc
    • May 8, 2020

27. Employer requiring employee to reimburse Safe Harbor payment

    By Curious Employee, May 6, 2020   

    • safe harbor
    • employee benefit
    • 15 replies
    • 4.1k views
    • 
    • Curious Employee
    • May 8, 2020

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

    By Peter Gulia, May 5, 2020   

    • cares act
    • 7 replies
    • 2.1k views
    • 
    • Larry Starr
    • May 8, 2020

29. Chicken vs. Egg and 415 Limits

    By Towanda, May 1, 2020
    • 11 replies
    • 2k views
    • 
    • Belgarath
    • May 4, 2020

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

    By NQS, April 30, 2020
    • 2 replies
    • 1.5k views
    • 
    • NQS
    • May 1, 2020

31. 5330 for late deposits question

    By BG5150, April 28, 2020
    • 6 replies
    • 1.9k views
    • 
    • BG5150
    • May 1, 2020

32. RMDs and CARES Act

    By waid10, April 28, 2020
    • 12 replies
    • 2.7k views
    • 
    • Larry Starr
    • April 29, 2020

33. Partial Plan Termination

    By Dougsbpc, April 24, 2020
    • 5 replies
    • 2k views
    • 
    • Luke Bailey
    • April 28, 2020

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

    By Jakyasar, April 22, 2020
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 23, 2020

35. Foreign Entity & Plan Trustee

    By JMP, April 20, 2020
    • 12 replies
    • 3.5k views
    • 
    • Larry Starr
    • April 23, 2020

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

    By CRBarnard, April 22, 2020
    • 8 replies
    • 2.2k views
    • 
    • RatherBeGolfing
    • April 23, 2020

37. Forfeitures

    By Belgarath, April 22, 2020
    • 5 replies
    • 2.3k views
    • 
    • Luke Bailey
    • April 22, 2020

38. CARES Act provisions

    By Belgarath, April 1, 2020
    • 5 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 17, 2020

39. SIMPLE IRA 3-digit plan number

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

40. 6/30/19 Fiscal year 5500 on extension until April 15th are they now further extended

    By SSRRS, April 7, 2020
    • 8 replies
    • 1.7k views
    • 
    • SSRRS
    • April 13, 2020

41. 1099-R EIN

    By Denice England, April 8, 2020
    • 7 replies
    • 4.3k views
    • 
    • Bird
    • April 13, 2020

42. COVID-19 related loans

    By Cynchbeast, April 9, 2020
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • April 10, 2020

43. COVID-19 related withdrawals and DB plans

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

44. RMD postponement for CARES

    By Dennis G., April 6, 2020
    • 2 replies
    • 1.6k views
    • 
    • RAH401(k)
    • April 7, 2020

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

    By Jakyasar, April 7, 2020
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • April 7, 2020

46. Lump sum

    By Nothappy64, March 31, 2020
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 2, 2020

47. CARES Good Faith Amendment

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

48. Plan Loans - amid COVID-19

    By msmith, March 26, 2020
    • 15 replies
    • 2.5k views
    • 
    • Kansas401k
    • April 1, 2020

49. Terminating Profit Sharing Plan

    By thepensionmaven, March 31, 2020
    • 3 replies
    • 1.3k views
    • 
    • ratherbereading
    • March 31, 2020

50. 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
    • 1.2k views
    • 
    • RPAS
    • March 30, 2020