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Retirement Plans in General

5,772 topics in this forum

  1. Short Plan Year and prorated limits

    By perplexedbypensions,
    • 3 replies
    • 2.1k views

  2. Form 8822-B Poll

    By RatherBeGolfing,   
    • 11 replies
    • 5.9k views

  3. Permanent Opt-Out Form

    By bzorc,
    • 0 replies
    • 669 views

  4. New Form 1065 K-1 split box 4

    By Earl,
    • 1 reply
    • 717 views

  5. Form 8822-B

    By Belgarath,
    • 9 replies
    • 1.2k views

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

    By rhb401,
    • 4 replies
    • 793 views

  7. contribution for partial plan termination - retesting?

    By M Norton,   
    • 1 reply
    • 700 views

  8. SECURE Act - Withdrawals for Birth or Adoption

    By Gilmore,
    • 11 replies
    • 2.6k views

  9. SECURE ACT First RMD already started prior to 72

    By MaryOKTPA,
    • 4 replies
    • 1.5k views

  10. SECURE Act related

    By Jakyasar,
    • 25 replies
    • 4.2k views

  11. Excise Tax on NonDeductible Contributions

    By PensionPro,
    • 3 replies
    • 983 views

  12. SECURE ACT attached to 2020 appropriations bill

    By RatherBeGolfing,
    • 7 replies
    • 1.3k views

  13. Changing vesting basis time

    By BG5150,
    • 1 reply
    • 596 views

  14. Investment Advisory Fees

    By bzorc,
    • 5 replies
    • 1.1k views

  15. Vested Acct Bal after partial withdrawal?

    By BG5150,
    • 7 replies
    • 1.4k views

  16. Deferred Compensation - Used for contributions or not?

    By ldr,   
    • 4 replies
    • 1.5k views
    • ldr
    • ldr

  17. FIS - Relius Indemnification Clauses

    By D.J. Simonetti,
    • 2 replies
    • 767 views

  18. Credit for State of Maryland Pick up contribution

    By Godswill O. Uche,
    • 1 reply
    • 553 views

  19. plan takeover with pooled investments

    By thepensionmaven,
    • 5 replies
    • 902 views

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

    By ombskid,
    • 4 replies
    • 1.2k views

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

    By IHC,
    • 7 replies
    • 1k views
    • IHC
    • IHC

  22. Death, RMD & unresponsive beneficiary

    By SusanKD,
    • 3 replies
    • 987 views

  23. CIT & Excessive fees

    By mctoe,
    • 14 replies
    • 1.5k views

  24. Document errors

    By Cynchbeast,
    • 2 replies
    • 722 views

  25. Plan year change - compensation

    By Jakyasar,
    • 2 replies
    • 819 views

  26. 408b-2 disclosures

    By Belgarath,
    • 9 replies
    • 1.6k views

  27. payroll period entry

    By hunter001,
    • 1 reply
    • 1.3k views

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

    By PMZJohn,
    • 2 replies
    • 941 views

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

    By BG5150,
    • 0 replies
    • 593 views

  30. Hopskotch during the year

    By Mike Preston,
    • 10 replies
    • 1.1k views

  31. Revenue Sharing question

    By Belgarath,
    • 33 replies
    • 5.1k views

  32. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown,
    • 2 replies
    • 3.4k views

  33. Matching Contribution Adjustment

    By mjf06241972,
    • 1 reply
    • 553 views

  34. choosing which assets to distribute to HCE

    By M Norton,
    • 7 replies
    • 1.5k views

  35. Question for those with CPC Designation

    By Madison71,
    • 5 replies
    • 1.2k views
    • Bri
    • Bri

  36. Paying fees from plan

    By Cynchbeast,
    • 9 replies
    • 1.4k views

  37. COLA 2020

    By pgold,
    • 4 replies
    • 1.1k views

  38. Takeover Amendments and Anti-Cutback Rules

    By ldr,   
    • 9 replies
    • 2.2k views

  39. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2,
    • 5 replies
    • 1.5k views

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

    By KaJay,
    • 3 replies
    • 621 views

  41. Employee in both union plan and employer plan?

    By digger,
    • 5 replies
    • 1.2k views

  42. Disaster Relief other than 5500's

    By TPApril,
    • 3 replies
    • 619 views

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

    By Tom,
    • 2 replies
    • 935 views

  44. K-1 Income and contribution calculations

    By ldr,   
    • 7 replies
    • 1.9k views
    • ldr
    • ldr

  45. Closed MEP - Top Paid Group Election question

    By justanotheradmin,
    • 0 replies
    • 480 views

  46. New 401(k) Plan and Eligibility

    By AJC,
    • 3 replies
    • 1.5k views

  47. CG / ASG?

    By Cloudy,
    • 3 replies
    • 988 views

  48. Bond requirements for Key HCEs only

    By Cynchbeast,
    • 2 replies
    • 978 views

  49. Death of Spouse and rollovers

    By thepensionmaven,
    • 2 replies
    • 747 views

  50. Target Benefit Plan forfeitures

    By AdKu,
    • 6 replies
    • 1.9k views
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