Retirement Plans in General

5,389 topics in this forum

1. PS correction not counting towards annual addition?

   By AlbanyConsultant, July 3
   • 1 reply
   • 263 views
   • 
   • FORMER ESQ.
   • July 3

2. Should service providers ask plan sponsors whether one wants to change the required beginning date applicable age?

   By Peter Gulia, June 23
   • 6 replies
   • 292 views
   • 
   • Peter Gulia
   • June 24

3. Excluding part-time hourly employees

   By truphao, June 22
   • 10 replies
   • 464 views
   • 
   • truphao
   • June 23

4. SECURE 2.0 RMD EXCISE TAX

   By JJP04262017, June 21
   • 1 reply
   • 213 views
   • 
   • FORMER ESQ.
   • June 21

5. "Unenrolled Participant" Annual Reminder Notice

   By Belgarath, June 19
   • 13 replies
   • 368 views
   • 
   • TPABob
   • June 20

6. The 1099 Employee question...

   By Basically, June 14
   • 6 replies
   • 364 views
   • 
   • Basically
   • June 20

7. non-union pay for union employees?

   By AlbanyConsultant, June 16
   • 6 replies
   • 314 views
   • 
   • AlbanyConsultant
   • June 19

8. Name of the Investor on K-1

   By thepensionmaven, June 5
   • 24 replies
   • 387 views
   • 
   • Bird
   • June 19

9. LTPT question

   By pmacduff, April 24
   • 2 replies
   • 350 views
   • 
   • pmacduff
   • June 14

10. Is 2 year wait an issue for a new plan?

    By Jakyasar, June 9
    • 3 replies
    • 246 views
    • 
    • Jakyasar
    • June 12

11. Tricky Distribution Issue

    By Molgilny89, May 25
    • 8 replies
    • 509 views
    • 
    • Peter Gulia
    • June 9

12. Paying plan fees with plan assets

    By SSRRS, May 24
    • 4 replies
    • 361 views
    • 
    • SSRRS
    • June 8

13. Combo plan deduction issues

    By Jakyasar, May 23
    • 2 replies
    • 173 views
    • 
    • Lou S.
    • June 2

14. Ineligible Assets - Audit Info

    By RestAssured, May 30
    • 2 replies
    • 181 views
    • 
    • Paul I
    • May 30

15. Startup Auto Enroll Tax Credit - Owner and Spouse Only Plan

    By Pensions2020, May 23
    • 6 replies
    • 316 views
    • 
    • Peter Gulia
    • May 24

16. Interesting eligibility question

    By Belgarath, May 16
    • 8 replies
    • 398 views
    • 
    • MsKitty
    • May 19

17. Spouse is Non-US citizen

    By Santo Gold, May 17
    • 3 replies
    • 485 views
    • 
    • fmsinc
    • May 17

18. Contributions received for unenrolled individual with participating employer - Can we return [all] funds to employer?

    By KaJay, May 17
    • 0 replies
    • 151 views
    • 
    • KaJay
    • May 17

19. Applying for Waiver of Penalties/Interest for late-filed 5330s

    By Jeff Kirtner, May 15
    • 0 replies
    • 186 views
    • 
    • Jeff Kirtner
    • May 15

20. Are lawsuits against retirement plan fiduciaries few in proportion to the number of plans?

    By Peter Gulia, May 10
    • 6 replies
    • 327 views
    • 
    • Paul I
    • May 11

21. Is a post-retirement commission plan an ERISA plan?

    By HCE, May 8
    • 4 replies
    • 265 views
    • 
    • rocknrolls2
    • May 10

22. VCP Submission Backlog? 11 months and counting?

    By Jaeded, May 2
    • 2 replies
    • 262 views
    • 
    • Barbara
    • May 4

23. Plan administrator sent me my first annual 409A plan distribution a year too early

    By RayJJohnsonJr, April 21
    • 3 replies
    • 241 views
    • 
    • RayJJohnsonJr
    • May 2

24. Contribution funding and tax return extensions

    By JPIngold, April 20
    • 9 replies
    • 645 views
    • 
    • Paul I
    • May 1

25. Would a halt to rulemaking and guidance matter for retirement plans?

    By Peter Gulia, April 27   

    • government shutdown
    • 6 replies
    • 407 views
    • 
    • Paul I
    • April 28