Retirement Plans in General

5,753 topics in this forum

1. Form 8822-B

   By Belgarath, January 10, 2020
   • 9 replies
   • 1.1k views
   • 
   • Mike Preston
   • January 15, 2020

2. Permanent Opt-Out Form

   By bzorc, January 13, 2020
   • 0 replies
   • 635 views
   • 
   • bzorc
   • January 13, 2020

3. SECURE Act - Withdrawals for Birth or Adoption

   By Gilmore, January 6, 2020
   • 11 replies
   • 2.5k views
   • 
   • Dobber
   • January 9, 2020

4. SECURE ACT-IRA for over 70 1/2 receiving RMD

   By rhb401, January 8, 2020
   • 4 replies
   • 774 views
   • 
   • rhb401
   • January 9, 2020

5. contribution for partial plan termination - retesting?

   By M Norton, January 7, 2020   

   • partial plan termination
   • corrective contribution
   • (and 1 more)

     Tagged with:

     • partial plan termination
     • corrective contribution
     • retesting
   • 1 reply
   • 686 views
   • 
   • Kevin C
   • January 7, 2020

6. SECURE ACT First RMD already started prior to 72

   By MaryOKTPA, January 3, 2020
   • 4 replies
   • 1.5k views
   • 
   • Larry Starr
   • January 3, 2020

7. SECURE ACT attached to 2020 appropriations bill

   By RatherBeGolfing, December 16, 2019
   • 7 replies
   • 1.3k views
   • 
   • RatherBeGolfing
   • December 20, 2019

8. Changing vesting basis time

   By BG5150, December 16, 2019
   • 1 reply
   • 581 views
   • 
   • Larry Starr
   • December 17, 2019

9. Vested Acct Bal after partial withdrawal?

   By BG5150, December 11, 2019
   • 7 replies
   • 1.4k views
   • 
   • BG5150
   • December 13, 2019

10. Deferred Compensation - Used for contributions or not?

    By ldr, December 10, 2019   

    • compensation
    • deduction
    • (and 1 more)

      Tagged with:

      • compensation
      • deduction
      • contribution
    • 4 replies
    • 1.4k views
    • 
    • ldr
    • December 13, 2019

11. Investment Advisory Fees

    By bzorc, December 12, 2019
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • December 13, 2019

12. FIS - Relius Indemnification Clauses

    By D.J. Simonetti, December 6, 2019
    • 2 replies
    • 752 views
    • 
    • D.J. Simonetti
    • December 7, 2019

13. Credit for State of Maryland Pick up contribution

    By Godswill O. Uche, December 6, 2019
    • 1 reply
    • 537 views
    • 
    • Larry Starr
    • December 6, 2019

14. plan takeover with pooled investments

    By thepensionmaven, December 5, 2019
    • 5 replies
    • 891 views
    • 
    • Larry Starr
    • December 6, 2019

15. Compensation of self-employed individual versus owner-employeeer-employee

    By IHC, December 3, 2019
    • 7 replies
    • 974 views
    • 
    • IHC
    • December 4, 2019

16. Owners of PC get w2 income and pass-through k1 income

    By ombskid, December 4, 2019
    • 4 replies
    • 1.2k views
    • 
    • ombskid
    • December 4, 2019

17. CIT & Excessive fees

    By mctoe, November 25, 2019
    • 14 replies
    • 1.5k views
    • 
    • Bird
    • December 3, 2019

18. IRS approval of DC documents

    By Belgarath, August 27, 2019
    • 3 replies
    • 1.3k views
    • 
    • digger
    • December 2, 2019

19. Credit for prior service within controlled group

    By Cynchbeast, May 1, 2013
    • 9 replies
    • 7.6k views
    • 
    • austin3515
    • December 2, 2019

20. Death, RMD & unresponsive beneficiary

    By SusanKD, November 25, 2019
    • 3 replies
    • 974 views
    • 
    • Lou S.
    • November 25, 2019

21. Document errors

    By Cynchbeast, November 24, 2019
    • 2 replies
    • 705 views
    • 
    • Luke Bailey
    • November 25, 2019

22. Hopskotch during the year

    By Mike Preston, November 13, 2019
    • 10 replies
    • 1k views
    • 
    • Mike Preston
    • November 25, 2019

23. Plan year change - compensation

    By Jakyasar, November 19, 2019
    • 2 replies
    • 810 views
    • 
    • Jakyasar
    • November 21, 2019

24. Revenue Sharing question

    By Belgarath, November 13, 2019
    • 33 replies
    • 4.9k views
    • 
    • Kevin C
    • November 20, 2019

25. payroll period entry

    By hunter001, November 18, 2019
    • 1 reply
    • 1.3k views
    • 
    • Mr Bagwell
    • November 19, 2019

26. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

    By PMZJohn, November 15, 2019
    • 2 replies
    • 924 views
    • 
    • PMZJohn
    • November 19, 2019

27. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown, November 12, 2019
    • 2 replies
    • 3.3k views
    • 
    • FPGuy
    • November 14, 2019

28. Plans moving to a MEP--compliance testing and contributions

    By BG5150, November 14, 2019
    • 0 replies
    • 580 views
    • 
    • BG5150
    • November 14, 2019

29. Defined Benefit into Profit Sharing Plan

    By Below Ground, February 17, 2011
    • 26 replies
    • 4.7k views
    • 
    • figure 8
    • November 14, 2019

30. Matching Contribution Adjustment

    By mjf06241972, November 12, 2019
    • 1 reply
    • 541 views
    • 
    • ratherbereading
    • November 12, 2019

31. choosing which assets to distribute to HCE

    By M Norton, November 8, 2019
    • 7 replies
    • 1.5k views
    • 
    • Bird
    • November 11, 2019

32. Paying fees from plan

    By Cynchbeast, November 5, 2019
    • 9 replies
    • 1.4k views
    • 
    • GBurns
    • November 10, 2019

33. Question for those with CPC Designation

    By Madison71, November 7, 2019
    • 5 replies
    • 1.2k views
    • 
    • Bri
    • November 8, 2019

34. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2, November 1, 2019
    • 5 replies
    • 1.5k views
    • 
    • Lois Baker
    • November 7, 2019

35. Takeover Amendments and Anti-Cutback Rules

    By ldr, November 1, 2019   

    • retirement age
    • annuities
    • (and 1 more)

      Tagged with:

      • retirement age
      • annuities
      • anti-cutback
    • 9 replies
    • 2.1k views
    • 
    • Kevin C
    • November 6, 2019

36. COLA 2020

    By pgold, November 4, 2019
    • 4 replies
    • 1.1k views
    • 
    • Dave Baker
    • November 6, 2019

37. projected limits for 2020

    By Tom Poje, June 12, 2019
    • 6 replies
    • 2.1k views
    • 
    • Dave Baker
    • November 6, 2019

38. IRA RMD included in rollover to 403(b) - Distribute as excess?

    By KaJay, October 31, 2019
    • 3 replies
    • 607 views
    • 
    • KaJay
    • October 31, 2019

39. Disaster Relief other than 5500's

    By TPApril, October 29, 2019
    • 3 replies
    • 588 views
    • 
    • Larry Starr
    • October 31, 2019

40. Employee in both union plan and employer plan?

    By digger, October 30, 2019
    • 5 replies
    • 1.2k views
    • 
    • digger
    • October 31, 2019

41. K-1 Income and contribution calculations

    By ldr, October 28, 2019   

    • llc
    • partnership
    • (and 2 more)

      Tagged with:

      • llc
      • partnership
      • income
      • contributions
    • 7 replies
    • 1.8k views
    • 
    • ldr
    • October 29, 2019

42. EE is 50% business and 50% domestic - plan coverage?

    By Tom, October 28, 2019
    • 2 replies
    • 899 views
    • 
    • jpod
    • October 29, 2019

43. Target Benefit Plan forfeitures

    By AdKu, October 16, 2019
    • 6 replies
    • 1.9k views
    • 
    • AdKu
    • October 29, 2019

44. Closed MEP - Top Paid Group Election question

    By justanotheradmin, October 28, 2019
    • 0 replies
    • 464 views
    • 
    • justanotheradmin
    • October 28, 2019

45. CG / ASG?

    By Cloudy, October 25, 2019
    • 3 replies
    • 966 views
    • 
    • Cloudy
    • October 25, 2019

46. Bond requirements for Key HCEs only

    By Cynchbeast, October 24, 2019
    • 2 replies
    • 961 views
    • 
    • Larry Starr
    • October 25, 2019

47. Death of Spouse and rollovers

    By thepensionmaven, October 23, 2019
    • 2 replies
    • 725 views
    • 
    • thepensionmaven
    • October 23, 2019

48. controlled group question

    By mariemonroe, October 16, 2019
    • 4 replies
    • 866 views
    • 
    • Luke Bailey
    • October 17, 2019

49. Audit Fees Paid from the Plan Participant Accounts

    By Pammie57, October 15, 2019
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • October 16, 2019

50. Who's the beneficiary?

    By Belgarath, April 9, 2019
    • 18 replies
    • 3.7k views
    • 
    • rocknrolls2
    • October 15, 2019