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Retirement Plans in General

5,772 topics in this forum

  1. Distribution from Terminated Plan

    By thepensionmaven,
    • 3 replies
    • 749 views

  2. Distribution made from corporate account

    By Belgarath,
    • 5 replies
    • 1k views

  3. Distribution Notices

    By Guest Boilerburm1,
    • 3 replies
    • 1.5k views

  4. distribution of 401(k)employer and booster accounts

    By Guest and,
    • 1 reply
    • 1.5k views

  5. Distribution of an asset with $0 value

    By Guest Dave Peckham,
    • 1 reply
    • 945 views

  6. Distribution of vested benefit, directly from employer checking accoun

    By Moe Howard,
    • 23 replies
    • 3.4k views

  7. Distribution Security when TPAs are required to approve

    By Tom,
    • 0 replies
    • 1.5k views
    • Tom
    • Tom

  8. Distribution to nonresident (Canadian) beneficiary.

    By Guest TroyRiley,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  9. Distributions

    By Guest perplexedbypensions,
    • 4 replies
    • 1.9k views

  10. Distributions Based on Interim Valuation

    By Susan S.,
    • 4 replies
    • 1.5k views

  11. Distributions for person difficult to locate; purely hypothetical case

    By Guest Enda80,
    • 2 replies
    • 1.1k views

  12. Distributions in top heavy determination

    By Guest jim williams,
    • 1 reply
    • 1.1k views

  13. Distributions to active employees done without plan termination

    By Jakyasar,
    • 12 replies
    • 1.6k views

  14. distributions to non-spouse beneficiaries - is there a time limit?

    By AlbanyConsultant,
    • 1 reply
    • 666 views

  15. Divorce Calculations

    By Guest BPS,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  16. Divorced Railroad Spouse - former spouse still works for Railroad

    By Guest rxvstang,   
    • 2 replies
    • 951 views

  17. Divorced Railroad Spouse - former spouse still works for Railroad...

    By Oleorp,
    • 2 replies
    • 927 views

  18. DL expiration date and post-change filing cycle

    By SavingsRUS,
    • 1 reply
    • 1k views

  19. Do 457(b) and 457(f) plans need to file Annual Returns on IRS Form 550

    By Guest McElroy,
    • 0 replies
    • 2.6k views
    • Guest
    • Guest

  20. Do all owners of a C Corp have to participate in a 401K

    By tertue,
    • 4 replies
    • 3.6k views
    • Bird
    • Bird

  21. Do deceased Non-key participants get a Top Heavy Minimum?

    By Lori H,
    • 6 replies
    • 1.1k views

  22. Do employee-benefits practitioners care about a government shutdown?

    By Peter Gulia,
    • 8 replies
    • 2k views

  23. Do Family Aggregation Rules Apply in Look Back Year Determination for

    By Guest Edward McElroy,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

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

    By Jakyasar,
    • 4 replies
    • 3.7k views

  25. Do I need PTIN to do 5330?

    By BG5150,
    • 2 replies
    • 1.7k views

  26. Do I need to provide gateway for combo plan?

    By Jakyasar,
    • 3 replies
    • 2.8k views

  27. Do I need to restate the DB plan?

    By Jakyasar,
    • 5 replies
    • 1.8k views

  28. Do I really have to formally terminate Solo-K?

    By BG5150,
    • 14 replies
    • 2.3k views

  29. Do new small plan audit rules apply to plans that file a Form 5500-EZ?

    By John A,
    • 3 replies
    • 1.6k views

  30. Do participants who terminate before a new valuation and paid out base

    By Guest Cliff Langwith,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  31. Do plans have to be amended by 3-28-05 for direct rollover rules?

    By Belgarath,
    • 8 replies
    • 1.9k views

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

    By Peter Gulia,
    • 4 replies
    • 2.4k views

  33. Do recordkeepers differ in what they offer for cybersecurity?

    By Peter Gulia,   
    • 12 replies
    • 1.4k views

  34. Do recordkeepers get arbitration provisions?

    By Peter Gulia,   
    • 7 replies
    • 651 views

  35. Do sabbaticals count for service?

    By Guest ddv,
    • 4 replies
    • 2.4k views

  36. Do the automatic rollover rules apply to the spouse of a deceased participant?

    By katieinny,
    • 1 reply
    • 1.7k views

  37. Do we have a controlled group for 2000 if controlled group for part of

    By Guest PAUL DUGAN,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  38. Do we have to keep track of MP and PS assets separately when MP merges into PS? Even if PS plan specs are identical to MP plan specs?

    By Guest DIGMYDOG,
    • 14 replies
    • 1.7k views

  39. Do we need to know NOW whether a plan allows a qualified disaster recovery distribution?

    By Peter Gulia,
    • 1 reply
    • 777 views

  40. Do you file VFCP after getting the letter

    By BG5150,
    • 3 replies
    • 1.2k views

  41. Do you know how 2023’s weekends and holidays adjust due dates?

    By Peter Gulia,
    • 0 replies
    • 772 views

  42. Do you need to adjust compensation for family members of HCE to calcul

    By Guest Suzanne Bernhardt,
    • 2 replies
    • 1.8k views

  43. Doc real estate investment/appraisal 5500 question

    By jmartin,
    • 1 reply
    • 904 views

  44. Doctor and Affiliated Service Group

    By Guest EMM118,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  45. doctor owner who is not independent contractor

    By AKconsult,
    • 4 replies
    • 1.3k views

  46. Document & 5500 software

    By Santo Gold,
    • 11 replies
    • 2.7k views
    • RTK
    • RTK

  47. Document correction

    By Cynchbeast,
    • 3 replies
    • 1.5k views

  48. Document errors

    By Cynchbeast,
    • 2 replies
    • 722 views

  49. Document fee for the first year of the plan

    By Jakyasar,
    • 4 replies
    • 820 views

  50. Document Production

    By ccassetty,
    • 2 replies
    • 1.5k views
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