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Retirement Plans in General

5,768 topics in this forum

  1. Cost of FIS

    By 401kay,
    • 0 replies
    • 3.3k views

  2. Do I have to continue filing 5500-EZ?

    By Jakyasar,
    • 4 replies
    • 3.7k views

  3. What are the difficulties of a brokerage window?

    By Peter Gulia,
    • 9 replies
    • 3.9k views

  4. Partial Plan Term--Do Accounts HAVE to be distributed?

    By BG5150,
    • 6 replies
    • 3.3k views

  5. New Plan to me -> Business has Fiscal Year, Plan has Calendar Year

    By Basically,
    • 5 replies
    • 3.5k views

  6. CG, right?

    By truphao,
    • 3 replies
    • 2.8k views

  7. Probably an Affiliated Service Group

    By Dougsbpc,
    • 3 replies
    • 2.8k views

  8. MEP and Real Estate Firms

    By Below Ground,
    • 2 replies
    • 3k views

  9. Qualified Termination Adminstrator

    By Santo Gold,
    • 4 replies
    • 3.2k views

  10. If a recordkeeper asks for gender, what do they use it for?

    By Peter Gulia,
    • 13 replies
    • 3.5k views

  11. Memory check - plans with both union and non-union employees

    By Belgarath,
    • 4 replies
    • 2.9k views

  12. 2 trustees in DB plan

    By SSRRS,
    • 4 replies
    • 2.7k views

  13. Affiilated Service Group (ASG) & top heavy allocation

    By Jakyasar,
    • 2 replies
    • 2.4k views

  14. company in bankruptcy, plan administration assumed by PBGC, who files the final IRS Form 990?

    By erisageek1978,
    • 3 replies
    • 2.5k views

  15. Where can I find ERISA?

    By BG5150,
    • 11 replies
    • 3.3k views

  16. Compliance check not responded to

    By SSRRS,
    • 3 replies
    • 2.6k views

  17. Not sure RMD year 1099

    By thepensionmaven,
    • 3 replies
    • 2.4k views

  18. Changing compensation definition retroactively

    By Jakyasar,
    • 11 replies
    • 3.1k views

  19. Is additional contribution required

    By Jakyasar,
    • 6 replies
    • 2.9k views

  20. Passing 410(b)... does it matter who I include?

    By Basically,
    • 6 replies
    • 3.2k views

  21. Do plans’ fiduciaries accept a notary’s certificate of an audio-video witnessing?

    By Peter Gulia,
    • 4 replies
    • 2.4k views

  22. 401a Questions

    By EBP Guy,
    • 6 replies
    • 2.7k views

  23. Amend DC Plan to Restrict Eligible Participants

    By Caroline,
    • 11 replies
    • 2.5k views

  24. The check for 2023 contribution is returned to the client by RK

    By Jakyasar,
    • 6 replies
    • 2.5k views

  25. Is my daughter an HCE?

    By Jakyasar,
    • 2 replies
    • 2.4k views

  26. Compensation for Owner of PC

    By thepensionmaven,
    • 5 replies
    • 2.3k views
    • Bri
    • Bri

  27. Interesting hypothetical MEP question

    By Belgarath,
    • 1 reply
    • 2k views

  28. Database to keep track of plans?

    By EBP,
    • 12 replies
    • 2.9k views

  29. Inherited IRA to a non-spouse who wants to rollover into a Roth IRA

    By Jakyasar,
    • 3 replies
    • 2.9k views

  30. Combo plan - top heavy benefit provided by DB

    By Jakyasar,
    • 6 replies
    • 2k views

  31. How does a government shutdown affect the Internal Revenue Service and you?

    By Peter Gulia,
    • 7 replies
    • 2.8k views

  32. Can I pay my personal life insurance policy using my pension plan assets

    By Jakyasar,
    • 9 replies
    • 2.4k views

  33. Control groups for Investment Company

    By TPApril,
    • 1 reply
    • 1.9k views

  34. Normal Retirement Age Accelerated Vesting; Anniversary Contrasted to Years of Service as the Impetus

    By Kent Allard,   
    • 9 replies
    • 2.3k views

  35. Profit Sharing Plan Real Estate Distribution Option

    By LMK TPA,
    • 13 replies
    • 3k views

  36. How does one decide whether a distribution happened (or didn’t) if neither side has evidence?

    By Peter Gulia,
    • 4 replies
    • 3.3k views

  37. No document but deposits are made and deducted for a CB plan

    By Jakyasar,
    • 4 replies
    • 2.2k views

  38. Penalties issued for Late Flings even with Disaster Relief

    By Jon Switaj,
    • 3 replies
    • 2.2k views

  39. 2023 Profit Sharing Contribution Not Deposited

    By TaxFLFuzz,
    • 2 replies
    • 1.9k views

  40. Changing NRA assumption, is it a BRF issue?

    By Jakyasar,
    • 3 replies
    • 2.1k views

  41. What to for final 5500 filing?

    By Jakyasar,
    • 2 replies
    • 2.4k views

  42. Father moving in repairs... 10% early dist penalty

    By Basically,
    • 6 replies
    • 2.2k views

  43. Do I need to restate the DB plan?

    By Jakyasar,
    • 5 replies
    • 1.8k views

  44. Who is the employer article

    By ESOP Guy,
    • 5 replies
    • 2k views

  45. Compliance testing flow chart

    By Mleech,
    • 4 replies
    • 2.2k views

  46. PS Allocations & Deductions in Control Group

    By CuseFan,
    • 0 replies
    • 1.6k views

  47. Federal Withholding on Periodic (Annuity) Payments

    By KaJay,   
    • 1 reply
    • 1.9k views

  48. Employer operating both a SIMPLE IRA and 403(b) concurrently?

    By KaJay,
    • 4 replies
    • 2k views

  49. Which EIN for Forms 1099-R and 945?

    By kmhaab,
    • 6 replies
    • 2.6k views

  50. HCE deferred in excess of 402g limit - does it affect ABPT testing?

    By Jakyasar,
    • 1 reply
    • 2.3k views
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