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Retirement Plans in General

5,772 topics in this forum

  1. Document question - public instrumentality - using 401(k) doc

    By Belgarath,
    • 7 replies
    • 948 views

  2. Document Rate

    By imchipbrown,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  3. Document requirements when partnership incorporates

    By SMB,
    • 3 replies
    • 1.4k views

  4. Document Retention

    By Randy Watson,
    • 3 replies
    • 2.6k views
    • jpod
    • jpod

  5. Document Updates and Amendments

    By Guest DennisT,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  6. Documentation re Plan Sponsor

    By Cynchbeast,
    • 0 replies
    • 370 views

  7. Does $145,000 inflation-adjust to $150,000?

    By Peter Gulia,
    • 0 replies
    • 1.1k views

  8. Does 404 deduction limit Apply?

    By Guest WantsToLearn,
    • 6 replies
    • 1.7k views

  9. Does a controlled group member need to adopt the group's plan if the plan document says that it includes controlled group members automatically?

    By Luke Bailey,
    • 4 replies
    • 1.7k views

  10. Does a first year plan with 200 participants need an audit --

    By CharlesLeggette,
    • 1 reply
    • 727 views

  11. does a new co joining a MEP get the auto-enrollment 3 year grace period?

    By AlbanyConsultant,
    • 1 reply
    • 1.7k views

  12. Does a participant/decedent’s creditor go after her retirement plan account?

    By Peter Gulia,
    • 14 replies
    • 3.8k views

  13. Does A Plan Need It's Own TIN?

    By metsfan026,
    • 4 replies
    • 3k views

  14. Does a plan pay on a small-estate affidavit?

    By Peter Gulia,   
    • 19 replies
    • 4.8k views

  15. Does a plan tax-report payments on Form 1099-MISC?

    By Peter Gulia,   
    • 7 replies
    • 3.6k views

  16. Does AFN replaces SAR in a PBGC covered DB plan?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  17. Does an employer need to make the contribution to a dc plan before the

    By Guest Donna Lee,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  18. Does an insurance company check whether its fidelity bond covers someone convicted of a crime?

    By Peter Gulia,   
    • 7 replies
    • 1.2k views

  19. Does anyone have a good source for finding historical values of LIBOR

    By stephen,
    • 4 replies
    • 2k views

  20. Does anyone have a worksheet to calculate contributions for self-emplo

    By Guest MPITTS,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  21. Does anyone have any insights on the process of an unagreed 5500 retirement plan cases?

    By Guest Enda80,
    • 1 reply
    • 839 views
    • Guest
    • Guest

  22. Does anyone have experience with paying legal fees (preparation for li

    By Guest mo again,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  23. Does anyone know a good source for benchmarking retirement plan fees,

    By Guest JEC,
    • 7 replies
    • 1.9k views
    • Guest
    • Guest

  24. Does anyone know where the factors for figuring out required minimum distributions would be? Also, does anyone have an Excel file set up to figure out

    By Guest Enda80,
    • 3 replies
    • 1.5k views

  25. Does anyone test whether a recordkeeper’s information about compensation from investment funds is correct?

    By Peter Gulia,   
    • 1 reply
    • 617 views

  26. Does anyone understand Vanguard's new small-plan package?

    By Peter Gulia,
    • 3 replies
    • 1.7k views
    • GMK
    • GMK

  27. Does Dr's contribution to a TSA affect 415 limit in practice's PS Plan

    By SMB,
    • 1 reply
    • 1.4k views

  28. Does Employer still need a bond?

    By Guest PBJ,
    • 1 reply
    • 1.6k views

  29. Does everyone perform a full administration for their Solo K clients?

    By BTPA,
    • 2 replies
    • 815 views

  30. Does Freezing a Profit Sharing plan create short plan year

    By jkharvey,
    • 5 replies
    • 2.7k views

  31. Does giving someone a 3% top-heavy minimum help you pass 410(b) coverage issues?

    By Guest Enda80,
    • 8 replies
    • 2.7k views

  32. Does including otherwise excludable employees require a plan amendment

    By John A,
    • 0 replies
    • 1.3k views

  33. Does it matter that a coronavirus loan gets no relief from the prohibited-transaction exemptions’ adequate-security condition?

    By Peter Gulia,
    • 3 replies
    • 790 views

  34. Does plan sponsor need EIN to create a 401k Plan?

    By Santo Gold,
    • 16 replies
    • 4.8k views

  35. Does SECURE apply to plans after they terminate?

    By roy819,
    • 1 reply
    • 787 views

  36. Does service with foreign parent count when NRA becomes eligible for US subsidiary plan?

    By Guest Calimayhew,
    • 1 reply
    • 994 views

  37. Does the Corbel document provide for expenses to be paid from the trus

    By jkharvey,
    • 0 replies
    • 1.5k views

  38. Does the IRS do anything with Form 5310A?

    By Peter Gulia,   
    • 1 reply
    • 460 views

  39. Does the IRS ever challenge a shareholder-employee’s compensation as too high?

    By Peter Gulia,   
    • 6 replies
    • 1.6k views

  40. Does the plan need to provide a coronavirus-related distribution?

    By Peter Gulia,   
    • 7 replies
    • 1.5k views

  41. Does the proposed rule about qualified tips change how to count an employee’s compensation?

    By Peter Gulia,
    • 1 reply
    • 3.3k views

  42. Does the sale of a division and associated transfer of plan assets and

    By John A,
    • 3 replies
    • 1.8k views

  43. Does the type of ownership shares matter when determining if someone i

    By Guest michaelv,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  44. Does this sound OK?

    By Santo Gold,
    • 6 replies
    • 1k views

  45. Does this vesting schdule wording make sense?

    By BG5150,
    • 6 replies
    • 879 views

  46. Doesn't anyone understand insurable interest anymore?

    By david rigby,
    • 11 replies
    • 10.8k views

  47. DOL - Vendor Audit

    By Kudos26,
    • 1 reply
    • 805 views

  48. DOL 401(k) Audit

    By Guest amg49,
    • 1 reply
    • 1.2k views

  49. DOL Advisory Opinion 2006-03A

    By Jim Norman,
    • 3 replies
    • 2k views

  50. DOL Audit

    By Belgarath,
    • 4 replies
    • 762 views
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