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Retirement Plans in General

5,811 topics in this forum

  1. Tax credit for startup plans

    By AS TPA,
    • 4 replies
    • 1.4k views

  2. SECURE Act related

    By Jakyasar,
    • 25 replies
    • 4.5k views

  3. Large plan audit

    By Cynchbeast,
    • 4 replies
    • 1.5k views

  4. 5500 reports and life insurance

    By Cynchbeast,
    • 3 replies
    • 1.2k views

  5. Plan sponsor changes name and plan name in middle of plan year

    By pgold,
    • 4 replies
    • 1.3k views

  6. Integrated/Top Heavy with shmt and disc match

    By Lou81,
    • 3 replies
    • 757 views

  7. Terminated 401(k) plan

    By Cynchbeast,
    • 1 reply
    • 639 views

  8. Short Plan Year and prorated limits

    By perplexedbypensions,
    • 3 replies
    • 2.3k views

  9. Form 8822-B

    By Belgarath,
    • 9 replies
    • 1.3k views

  10. Permanent Opt-Out Form

    By bzorc,
    • 0 replies
    • 746 views

  11. SECURE Act - Withdrawals for Birth or Adoption

    By Gilmore,
    • 11 replies
    • 3.3k views

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

    By rhb401,
    • 4 replies
    • 889 views

  13. contribution for partial plan termination - retesting?

    By M Norton,   
    • 1 reply
    • 770 views

  14. SECURE ACT First RMD already started prior to 72

    By MaryOKTPA,
    • 4 replies
    • 1.6k views

  15. SECURE ACT attached to 2020 appropriations bill

    By RatherBeGolfing,
    • 7 replies
    • 1.4k views

  16. Changing vesting basis time

    By BG5150,
    • 1 reply
    • 664 views

  17. Vested Acct Bal after partial withdrawal?

    By BG5150,
    • 7 replies
    • 1.6k views

  18. Deferred Compensation - Used for contributions or not?

    By ldr,   
    • 4 replies
    • 1.8k views
    • ldr
    • ldr

  19. Investment Advisory Fees

    By bzorc,
    • 5 replies
    • 1.2k views

  20. FIS - Relius Indemnification Clauses

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

  21. Credit for State of Maryland Pick up contribution

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

  22. plan takeover with pooled investments

    By thepensionmaven,
    • 5 replies
    • 1k views

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

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

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

    By ombskid,
    • 4 replies
    • 1.4k views

  25. CIT & Excessive fees

    By mctoe,
    • 14 replies
    • 1.9k views

  26. IRS approval of DC documents

    By Belgarath,
    • 3 replies
    • 1.4k views

  27. Credit for prior service within controlled group

    By Cynchbeast,
    • 9 replies
    • 8.2k views

  28. Death, RMD & unresponsive beneficiary

    By SusanKD,
    • 3 replies
    • 1.1k views

  29. Document errors

    By Cynchbeast,
    • 2 replies
    • 800 views

  30. Hopskotch during the year

    By Mike Preston,
    • 10 replies
    • 1.2k views

  31. Plan year change - compensation

    By Jakyasar,
    • 2 replies
    • 910 views

  32. Revenue Sharing question

    By Belgarath,
    • 33 replies
    • 5.8k views

  33. payroll period entry

    By hunter001,
    • 1 reply
    • 1.4k views

  34. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

    By PMZJohn,
    • 2 replies
    • 1k views

  35. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown,
    • 2 replies
    • 3.5k views

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

    By BG5150,
    • 0 replies
    • 655 views

  37. Defined Benefit into Profit Sharing Plan

    By Below Ground,
    • 26 replies
    • 5.2k views

  38. Matching Contribution Adjustment

    By mjf06241972,
    • 1 reply
    • 632 views

  39. choosing which assets to distribute to HCE

    By M Norton,
    • 7 replies
    • 1.7k views

  40. Paying fees from plan

    By Cynchbeast,
    • 9 replies
    • 1.6k views

  41. Question for those with CPC Designation

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

  42. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2,
    • 5 replies
    • 1.6k views

  43. Takeover Amendments and Anti-Cutback Rules

    By ldr,   
    • 9 replies
    • 2.4k views

  44. COLA 2020

    By pgold,
    • 4 replies
    • 1.2k views

  45. projected limits for 2020

    By Tom Poje,
    • 6 replies
    • 2.2k views

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

    By KaJay,
    • 3 replies
    • 714 views

  47. Disaster Relief other than 5500's

    By TPApril,
    • 3 replies
    • 696 views

  48. Employee in both union plan and employer plan?

    By digger,
    • 5 replies
    • 1.3k views

  49. K-1 Income and contribution calculations

    By ldr,   
    • 7 replies
    • 2.1k views
    • ldr
    • ldr

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

    By Tom,
    • 2 replies
    • 1.1k views
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