Jump to content

Retirement Plans in General

5,753 topics in this forum

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

    By CharlesLeggette,
    • 1 reply
    • 715 views

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

    By AlbanyConsultant,
    • 1 reply
    • 1.7k views

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

    By Peter Gulia,
    • 14 replies
    • 3.6k views

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

    By metsfan026,
    • 4 replies
    • 2.8k views

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

    By Peter Gulia,   
    • 19 replies
    • 4.7k views

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

    By Peter Gulia,   
    • 7 replies
    • 3.5k views

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

    By Jakyasar,
    • 6 replies
    • 1.2k views

  8. 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

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

    By Peter Gulia,   
    • 7 replies
    • 1.1k views

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

    By stephen,
    • 4 replies
    • 2k views

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

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

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

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

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

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

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

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

  15. 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

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

    By Peter Gulia,   
    • 1 reply
    • 601 views

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

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

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

    By SMB,
    • 1 reply
    • 1.4k views

  19. Does Employer still need a bond?

    By Guest PBJ,
    • 1 reply
    • 1.6k views

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

    By BTPA,
    • 2 replies
    • 797 views

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

    By jkharvey,
    • 5 replies
    • 2.7k views

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

    By Guest Enda80,
    • 8 replies
    • 2.7k views

  23. Does including otherwise excludable employees require a plan amendment

    By John A,
    • 0 replies
    • 1.3k views

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

    By Peter Gulia,
    • 3 replies
    • 776 views

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

    By Santo Gold,
    • 16 replies
    • 4.5k views

  26. Does SECURE apply to plans after they terminate?

    By roy819,
    • 1 reply
    • 774 views

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

    By Guest Calimayhew,
    • 1 reply
    • 981 views

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

    By jkharvey,
    • 0 replies
    • 1.5k views

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

    By Peter Gulia,   
    • 1 reply
    • 441 views

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

    By Peter Gulia,   
    • 6 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 7 replies
    • 1.5k views

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

    By Peter Gulia,
    • 1 reply
    • 2.8k views

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

    By John A,
    • 3 replies
    • 1.8k views

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

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

  35. Does this sound OK?

    By Santo Gold,
    • 6 replies
    • 1k views

  36. Does this vesting schdule wording make sense?

    By BG5150,
    • 6 replies
    • 857 views

  37. Doesn't anyone understand insurable interest anymore?

    By david rigby,
    • 11 replies
    • 10.7k views

  38. DOL - Vendor Audit

    By Kudos26,
    • 1 reply
    • 778 views

  39. DOL 401(k) Audit

    By Guest amg49,
    • 1 reply
    • 1.2k views

  40. DOL Advisory Opinion 2006-03A

    By Jim Norman,
    • 3 replies
    • 2k views

  41. DOL Audit

    By Belgarath,
    • 4 replies
    • 751 views

  42. DOL Audit

    By mming,
    • 6 replies
    • 915 views

  43. DoL audit comments - Robert Doyle

    By Guest Brad Brewer,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  44. DOL Audit efforts

    By Hypothetically,
    • 2 replies
    • 1.1k views

  45. DOL audit letter received - when to notify insurance carrier

    By Gudgergirl,
    • 6 replies
    • 2.2k views

  46. DOL Audit of Service Provider

    By Guest JB2,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  47. DOL ERISA audit looming

    By Guest Troy S.,
    • 1 reply
    • 1.3k views

  48. DOL Investigation

    By Guest mrilao,
    • 15 replies
    • 3.6k views

  49. DOL Investigations

    By Lynn Campbell,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  50. DOL investigations

    By K2retire,
    • 2 replies
    • 924 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept