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Retirement Plans in General

5,819 topics in this forum

  1. Leased Employee hired

    By Dougsbpc,
    • 2 replies
    • 1k views

  2. Vesting Issue

    By buckaroo,
    • 3 replies
    • 1.3k views

  3. Age on Uniform Lifetime Table for RMD

    By Pension RC,
    • 2 replies
    • 978 views

  4. affiliated service/controlled group

    By thepensionmaven,
    • 3 replies
    • 666 views

  5. Affiliated Service Group

    By RJM5FF,   
    • 1 reply
    • 712 views

  6. Independent auditor report first year of plan

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  7. Risks to Individual Plan in Controlled Group

    By kmhaab,
    • 4 replies
    • 837 views

  8. annual "plan ahead" your filings as FIRE shuts down

    By Tom Poje,
    • 0 replies
    • 708 views

  9. Can I start filing a 5500EZ?

    By RayJJohnsonJr,
    • 2 replies
    • 549 views

  10. Family Attribution - Controlled Group

    By dottie,
    • 3 replies
    • 1.8k views

  11. ASG / A-Org

    By JPIngold,
    • 9 replies
    • 2.2k views

  12. Changing Recordkeepers

    By coleboy,
    • 6 replies
    • 1.1k views

  13. Pre-approved plan document amendment to permit rollovers

    By buckaroo,
    • 3 replies
    • 929 views

  14. ROBS plans and UBTI

    By Belgarath,
    • 3 replies
    • 2.4k views

  15. Controlled group

    By Belgarath,
    • 15 replies
    • 4.1k views

  16. Adopting Employer

    By 401(k)athryn,
    • 5 replies
    • 1.4k views

  17. Top Heavy Aggregation of plans

    By Tom,
    • 2 replies
    • 955 views

  18. Failed ADP test

    By Cynchbeast,
    • 11 replies
    • 2.5k views

  19. SH NEC

    By Cynchbeast,
    • 3 replies
    • 1.9k views

  20. Simple, SEP, Solo - Education

    By MjInvestments,
    • 1 reply
    • 708 views

  21. Real Estate Limited Partnership Investments by retirement plans

    By ldr,   
    • 10 replies
    • 893 views

  22. ISA Party-in-Interest ?

    By lupacexi,
    • 2 replies
    • 855 views

  23. Irrevocable Trust/ERISA Coverage

    By JWRB,
    • 15 replies
    • 2.9k views

  24. Is a husband required to make a new 2nd wife his profit sharing beneficiary?

    By RayJJohnsonJr,
    • 17 replies
    • 7k views

  25. Hurricane Irma Tax Relief

    By RatherBeGolfing,
    • 7 replies
    • 1.8k views

  26. IRS Announces 2018 Retirement Plan Limits

    By Lois Baker,
    • 0 replies
    • 582 views

  27. taxable wage base

    By Tom Poje,
    • 2 replies
    • 497 views

  28. indexed limits

    By Tom Poje,
    • 2 replies
    • 707 views

  29. Form 5330 Signatures

    By Pension RC,
    • 2 replies
    • 2.2k views

  30. Plan Investment option/restriction

    By Earl,   
    • 0 replies
    • 503 views

  31. Self Employed with Profit Sharing Plan

    By thepensionmaven,
    • 18 replies
    • 2.2k views

  32. Benefits Reading - Best Places to Go

    By Madison71,
    • 5 replies
    • 786 views

  33. Corporation Versus Partnership Ownership

    By ETA Consulting LLC,
    • 4 replies
    • 931 views

  34. Some Participants Didn't Get Allocation of Profit Sharing Contribution

    By Madison71,
    • 4 replies
    • 2.6k views

  35. Best way to designate a beneficiary so as to divide among several charities?

    By Chippy,
    • 3 replies
    • 607 views

  36. American Benefits Council suggestion about missing or unresponsive participants

    By Peter Gulia,   
    • 18 replies
    • 2.2k views

  37. Hurricane Irma - Due date of DC final deposit

    By ldr,   
    • 3 replies
    • 1.3k views

  38. Partial Plan Termination

    By bzorc,
    • 8 replies
    • 2.7k views

  39. Investment Education vs Participant Advice

    By TCM72,   
    • 4 replies
    • 1.3k views

  40. Settlor Function?

    By 401(k)athryn,   
    • 8 replies
    • 3.1k views

  41. Congress Approves Hurricane Relief Bill

    By RatherBeGolfing,
    • 0 replies
    • 454 views

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

    By 401_noob,
    • 5 replies
    • 1k views

  43. Severance Pay Plans

    By Emily1991,   
    • 9 replies
    • 1.7k views

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

    By Peter Gulia,   
    • 28 replies
    • 2.3k views
    • MoJo
    • MoJo

  45. insurance issues

    By thepensionmaven,   
    • 3 replies
    • 603 views

  46. Partial termination

    By Cynchbeast,
    • 4 replies
    • 898 views

  47. Hurricane Irma - Outside Florida

    By Gruegen,
    • 3 replies
    • 733 views

  48. Fees eligible to be paid from plan assets

    By CuseFan,
    • 10 replies
    • 3k views

  49. Terminating plan with J&S - missing participants

    By LMD1,
    • 2 replies
    • 819 views

  50. DB SAR

    By K2,
    • 4 replies
    • 676 views
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