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Retirement Plans in General

5,781 topics in this forum

  1. Settlor Function?

    By 401(k)athryn,   
    • 8 replies
    • 2.7k views

  2. Congress Approves Hurricane Relief Bill

    By RatherBeGolfing,
    • 0 replies
    • 392 views

  3. Safe Harbor for past service credits limited to five years

    By 401_noob,
    • 5 replies
    • 825 views

  4. Severance Pay Plans

    By Emily1991,   
    • 9 replies
    • 1.3k views

  5. The Secretary asserts fiduciary breaches for failing to "cash out" under-$5,000 accounts

    By Peter Gulia,   
    • 28 replies
    • 1.8k views
    • MoJo
    • MoJo

  6. insurance issues

    By thepensionmaven,   
    • 3 replies
    • 504 views

  7. Partial termination

    By Cynchbeast,
    • 4 replies
    • 785 views

  8. Hurricane Irma - Outside Florida

    By Gruegen,
    • 3 replies
    • 619 views

  9. Fees eligible to be paid from plan assets

    By CuseFan,
    • 10 replies
    • 2.7k views

  10. Terminating plan with J&S - missing participants

    By LMD1,
    • 2 replies
    • 736 views

  11. DB SAR

    By K2,
    • 4 replies
    • 492 views

  12. Advisory Opinions

    By ERISAAPPLE,
    • 0 replies
    • 467 views

  13. Required Minimum Distributions

    By thepensionmaven,   
    • 1 reply
    • 455 views

  14. plan limits next year

    By Tom Poje,
    • 1 reply
    • 358 views

  15. Plan Document vs. Collective Bargaining Agreement

    By CuseFan,
    • 5 replies
    • 3.8k views

  16. Adopting Employer

    By dan.jock,
    • 1 reply
    • 326 views
    • Bird
    • Bird

  17. Hurricane Irma - Client concerns

    By rblum50,   
    • 0 replies
    • 394 views

  18. LLC as partner and disregarded entity

    By cathyw,
    • 0 replies
    • 588 views

  19. Hours attributable to spouse

    By Cynchbeast,
    • 3 replies
    • 858 views
    • Bird
    • Bird

  20. Joinder Agreement

    By Cynchbeast,
    • 12 replies
    • 3.2k views

  21. C Corp Contribution deadline

    By wally,
    • 6 replies
    • 2.1k views

  22. Amendments for Hurricane Harvey Relief Per 2017-11

    By 401 Chaos,
    • 4 replies
    • 938 views

  23. Contingent beneficiaries with their own specific contingents

    By Lisa7267,   
    • 1 reply
    • 1.1k views

  24. Contributing to SEP and PSP in same year

    By mjf624,
    • 15 replies
    • 2.2k views

  25. Adding 1099 contractors to plan

    By Bird,
    • 3 replies
    • 688 views

  26. Wrong Form 5500

    By randy,
    • 2 replies
    • 1.3k views

  27. Different Distribution Options for Differently Invested Money?

    By ERISA-Bubs,
    • 0 replies
    • 721 views

  28. ROBS and Bankruptcy

    By mariemonroe,
    • 4 replies
    • 2.7k views

  29. Discretion to make Profit Sharing Contributions

    By Newbie,
    • 1 reply
    • 454 views

  30. Using prior income for DB Plan

    By Earl,
    • 2 replies
    • 715 views

  31. IRS Q&A at ASPPA Conf

    By Fully Vested,
    • 2 replies
    • 699 views

  32. IRA rollover into DB

    By Cynchbeast,
    • 6 replies
    • 705 views

  33. Money Purchase PP

    By SWC,
    • 5 replies
    • 743 views

  34. Self Correction - THM and Gateway Allocations

    By 52626,
    • 1 reply
    • 526 views

  35. Controlled group - two separate plans

    By Belgarath,
    • 3 replies
    • 771 views

  36. H2A Employee

    By Cloudy,
    • 1 reply
    • 938 views

  37. DOL - Vendor Audit

    By Kudos26,
    • 1 reply
    • 814 views

  38. Ineligible EE deferred and rolled over, then term'd

    By Cynchbeast,
    • 1 reply
    • 417 views

  39. Lost Plan Document

    By Sky Kurlbaum,   
    • 9 replies
    • 1.7k views

  40. Corporate merger situation

    By Belgarath,   
    • 6 replies
    • 1.1k views

  41. Document correction

    By Cynchbeast,
    • 3 replies
    • 1.5k views

  42. Marital status uncertain at death

    By Cynchbeast,
    • 10 replies
    • 5k views

  43. 2018 Limits

    By Mike Preston,
    • 4 replies
    • 911 views

  44. S Corps own a Practice as a partnership

    By HMCTPA,   
    • 2 replies
    • 521 views

  45. Eligibility/exclusions

    By Belgarath,
    • 5 replies
    • 1.2k views

  46. your tax dollars hard at work running IRAs'

    By Tom Poje,
    • 15 replies
    • 914 views

  47. Phased Retirement Plan - Employer Discretion

    By Carol V. Calhoun,
    • 2 replies
    • 727 views

  48. No PSP contributions in 8 years--ramifications?

    By BG5150,
    • 17 replies
    • 2.4k views

  49. Late reported deaths - tax reporting

    By Brian,   
    • 6 replies
    • 2k views

  50. Documentation re Plan Sponsor

    By Cynchbeast,
    • 0 replies
    • 371 views
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