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Retirement Plans in General

5,802 topics in this forum

  1. Permanent Opt-Out Form

    By bzorc,
    • 0 replies
    • 728 views

  2. SECURE Act - Withdrawals for Birth or Adoption

    By Gilmore,
    • 11 replies
    • 3.2k views

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

    By rhb401,
    • 4 replies
    • 868 views

  4. contribution for partial plan termination - retesting?

    By M Norton,   
    • 1 reply
    • 751 views

  5. SECURE ACT First RMD already started prior to 72

    By MaryOKTPA,
    • 4 replies
    • 1.6k views

  6. SECURE ACT attached to 2020 appropriations bill

    By RatherBeGolfing,
    • 7 replies
    • 1.4k views

  7. Changing vesting basis time

    By BG5150,
    • 1 reply
    • 644 views

  8. Vested Acct Bal after partial withdrawal?

    By BG5150,
    • 7 replies
    • 1.6k views

  9. Deferred Compensation - Used for contributions or not?

    By ldr,   
    • 4 replies
    • 1.7k views
    • ldr
    • ldr

  10. Investment Advisory Fees

    By bzorc,
    • 5 replies
    • 1.1k views

  11. FIS - Relius Indemnification Clauses

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

  12. Credit for State of Maryland Pick up contribution

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

  13. plan takeover with pooled investments

    By thepensionmaven,
    • 5 replies
    • 975 views

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

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

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

    By ombskid,
    • 4 replies
    • 1.3k views

  16. CIT & Excessive fees

    By mctoe,
    • 14 replies
    • 1.8k views

  17. IRS approval of DC documents

    By Belgarath,
    • 3 replies
    • 1.4k views

  18. Credit for prior service within controlled group

    By Cynchbeast,
    • 9 replies
    • 8.1k views

  19. Death, RMD & unresponsive beneficiary

    By SusanKD,
    • 3 replies
    • 1.1k views

  20. Document errors

    By Cynchbeast,
    • 2 replies
    • 778 views

  21. Hopskotch during the year

    By Mike Preston,
    • 10 replies
    • 1.1k views

  22. Plan year change - compensation

    By Jakyasar,
    • 2 replies
    • 885 views

  23. Revenue Sharing question

    By Belgarath,
    • 33 replies
    • 5.6k views

  24. payroll period entry

    By hunter001,
    • 1 reply
    • 1.4k views

  25. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

    By PMZJohn,
    • 2 replies
    • 1k views

  26. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown,
    • 2 replies
    • 3.5k views

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

    By BG5150,
    • 0 replies
    • 639 views

  28. Defined Benefit into Profit Sharing Plan

    By Below Ground,
    • 26 replies
    • 5.2k views

  29. Matching Contribution Adjustment

    By mjf06241972,
    • 1 reply
    • 609 views

  30. choosing which assets to distribute to HCE

    By M Norton,
    • 7 replies
    • 1.6k views

  31. Paying fees from plan

    By Cynchbeast,
    • 9 replies
    • 1.6k views

  32. Question for those with CPC Designation

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

  33. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2,
    • 5 replies
    • 1.6k views

  34. Takeover Amendments and Anti-Cutback Rules

    By ldr,   
    • 9 replies
    • 2.4k views

  35. COLA 2020

    By pgold,
    • 4 replies
    • 1.2k views

  36. projected limits for 2020

    By Tom Poje,
    • 6 replies
    • 2.2k views

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

    By KaJay,
    • 3 replies
    • 689 views

  38. Disaster Relief other than 5500's

    By TPApril,
    • 3 replies
    • 675 views

  39. Employee in both union plan and employer plan?

    By digger,
    • 5 replies
    • 1.3k views

  40. K-1 Income and contribution calculations

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

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

    By Tom,
    • 2 replies
    • 1k views

  42. Target Benefit Plan forfeitures

    By AdKu,
    • 6 replies
    • 2.1k views

  43. Closed MEP - Top Paid Group Election question

    By justanotheradmin,
    • 0 replies
    • 524 views

  44. CG / ASG?

    By Cloudy,
    • 3 replies
    • 1.1k views

  45. Bond requirements for Key HCEs only

    By Cynchbeast,
    • 2 replies
    • 1.1k views

  46. Death of Spouse and rollovers

    By thepensionmaven,
    • 2 replies
    • 829 views

  47. controlled group question

    By mariemonroe,
    • 4 replies
    • 948 views

  48. Audit Fees Paid from the Plan Participant Accounts

    By Pammie57,
    • 6 replies
    • 2.1k views

  49. Who's the beneficiary?

    By Belgarath,
    • 18 replies
    • 4.3k views

  50. Owner participating in plans of several businesses

    By Pammie57,
    • 5 replies
    • 1.2k views
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