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Retirement Plans in General

5,796 topics in this forum

  1. Changing vesting basis time

    By BG5150,
    • 1 reply
    • 618 views

  2. Vested Acct Bal after partial withdrawal?

    By BG5150,
    • 7 replies
    • 1.5k views

  3. Deferred Compensation - Used for contributions or not?

    By ldr,   
    • 4 replies
    • 1.6k views
    • ldr
    • ldr

  4. Investment Advisory Fees

    By bzorc,
    • 5 replies
    • 1.1k views

  5. FIS - Relius Indemnification Clauses

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

  6. Credit for State of Maryland Pick up contribution

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

  7. plan takeover with pooled investments

    By thepensionmaven,
    • 5 replies
    • 943 views

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

    By IHC,
    • 7 replies
    • 1.1k views
    • IHC
    • IHC

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

    By ombskid,
    • 4 replies
    • 1.3k views

  10. CIT & Excessive fees

    By mctoe,
    • 14 replies
    • 1.7k views

  11. IRS approval of DC documents

    By Belgarath,
    • 3 replies
    • 1.4k views

  12. Credit for prior service within controlled group

    By Cynchbeast,
    • 9 replies
    • 8k views

  13. Death, RMD & unresponsive beneficiary

    By SusanKD,
    • 3 replies
    • 1k views

  14. Document errors

    By Cynchbeast,
    • 2 replies
    • 756 views

  15. Hopskotch during the year

    By Mike Preston,
    • 10 replies
    • 1.1k views

  16. Plan year change - compensation

    By Jakyasar,
    • 2 replies
    • 862 views

  17. Revenue Sharing question

    By Belgarath,
    • 33 replies
    • 5.5k views

  18. payroll period entry

    By hunter001,
    • 1 reply
    • 1.4k views

  19. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

    By PMZJohn,
    • 2 replies
    • 974 views

  20. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown,
    • 2 replies
    • 3.5k views

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

    By BG5150,
    • 0 replies
    • 621 views

  22. Defined Benefit into Profit Sharing Plan

    By Below Ground,
    • 26 replies
    • 5.1k views

  23. Matching Contribution Adjustment

    By mjf06241972,
    • 1 reply
    • 591 views

  24. choosing which assets to distribute to HCE

    By M Norton,
    • 7 replies
    • 1.6k views

  25. Paying fees from plan

    By Cynchbeast,
    • 9 replies
    • 1.5k views

  26. Question for those with CPC Designation

    By Madison71,
    • 5 replies
    • 1.3k views
    • Bri
    • Bri

  27. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2,
    • 5 replies
    • 1.5k views

  28. Takeover Amendments and Anti-Cutback Rules

    By ldr,   
    • 9 replies
    • 2.3k views

  29. COLA 2020

    By pgold,
    • 4 replies
    • 1.1k views

  30. projected limits for 2020

    By Tom Poje,
    • 6 replies
    • 2.1k views

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

    By KaJay,
    • 3 replies
    • 671 views

  32. Disaster Relief other than 5500's

    By TPApril,
    • 3 replies
    • 661 views

  33. Employee in both union plan and employer plan?

    By digger,
    • 5 replies
    • 1.3k views

  34. K-1 Income and contribution calculations

    By ldr,   
    • 7 replies
    • 2k views
    • ldr
    • ldr

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

    By Tom,
    • 2 replies
    • 992 views

  36. Target Benefit Plan forfeitures

    By AdKu,
    • 6 replies
    • 2k views

  37. Closed MEP - Top Paid Group Election question

    By justanotheradmin,
    • 0 replies
    • 509 views

  38. CG / ASG?

    By Cloudy,
    • 3 replies
    • 1.1k views

  39. Bond requirements for Key HCEs only

    By Cynchbeast,
    • 2 replies
    • 1k views

  40. Death of Spouse and rollovers

    By thepensionmaven,
    • 2 replies
    • 800 views

  41. controlled group question

    By mariemonroe,
    • 4 replies
    • 924 views

  42. Audit Fees Paid from the Plan Participant Accounts

    By Pammie57,
    • 6 replies
    • 2k views

  43. Who's the beneficiary?

    By Belgarath,
    • 18 replies
    • 4.2k views

  44. Owner participating in plans of several businesses

    By Pammie57,
    • 5 replies
    • 1.1k views

  45. RMD amounts for IRA included in rollover to 403(b)

    By KaJay,
    • 8 replies
    • 1k views

  46. New Sole-prop SEP IRA after terminated Solo 401k from S-corp?

    By Derek K,   
    • 2 replies
    • 2.8k views

  47. Do you file VFCP after getting the letter

    By BG5150,
    • 3 replies
    • 1.2k views

  48. Compensation - Schedule C and K1 combined?

    By Hojo,
    • 2 replies
    • 1.2k views

  49. IRS inquiry on missing 2018 Form 1096

    By chc93,
    • 0 replies
    • 703 views

  50. Limits on DB Plan Allocation Options

    By fmsinc,
    • 4 replies
    • 946 views
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