Jump to content

Retirement Plans in General

5,761 topics in this forum

  1. Control Group Contributions

    By Basically,
    • 3 replies
    • 961 views

  2. exemption from auto enroll in a 401k plan

    By Santo Gold,
    • 5 replies
    • 1k views

  3. Not stopping Match/SH when comp goes over limit

    By BG5150,
    • 3 replies
    • 1.1k views

  4. Ownership in multiple partnership and offset for losses

    By Jakyasar,
    • 1 reply
    • 1.1k views

  5. Beneficiary Designation Form - does it have to be notarized?

    By truphao,
    • 2 replies
    • 1.8k views

  6. MEP - Testing question - 1st year with NHCE in participating employer

    By Megandps,
    • 1 reply
    • 712 views
    • Bri
    • Bri

  7. ASG summary for the non-pension person?

    By AlbanyConsultant,
    • 1 reply
    • 594 views

  8. The Cycle 3 restatement deadline for DC plans was July 31, 2022. That was a Sunday.

    By David Peckham,
    • 5 replies
    • 1.1k views

  9. existing company joining a MEP... terminating current plan?

    By AlbanyConsultant,
    • 8 replies
    • 1.8k views

  10. Has any service provider paid on a fiduciary warranty?

    By Peter Gulia,
    • 4 replies
    • 1.1k views

  11. Reasonable NRA for a boxer for a DB plan

    By Jakyasar,
    • 10 replies
    • 1.8k views

  12. Multiple 125 Plans, One Employer

    By Ebplans,
    • 1 reply
    • 795 views

  13. 401/PS was contributed into the DB plan and more mess

    By Jakyasar,
    • 3 replies
    • 915 views

  14. ASG for doctors and surgery center?

    By AlbanyConsultant,
    • 6 replies
    • 1k views

  15. Money Purchase Plan- CODA

    By mal,
    • 6 replies
    • 1.5k views
    • mal
    • mal

  16. When can plan compensation definition be amended for 414(s) testing?

    By Jakyasar,
    • 9 replies
    • 1.5k views

  17. Is this a distributable event?

    By David Peckham,
    • 4 replies
    • 1.2k views

  18. I was gaslit during the divorce about a large annuity

    By Gaslit,
    • 2 replies
    • 876 views

  19. Plan termination distributions done incorrectly

    By Jakyasar,
    • 8 replies
    • 1.2k views

  20. Increasing the 5k to 7k for immediate distribution

    By Jakyasar,
    • 6 replies
    • 1.3k views

  21. Rollover into plan before becoming a participant

    By Belgarath,
    • 10 replies
    • 1.9k views

  22. Force out amount upon plan termination

    By Jakyasar,
    • 8 replies
    • 1.8k views

  23. Another am I controlled group question

    By Jakyasar,
    • 3 replies
    • 752 views

  24. Am I controlled group?

    By Jakyasar,
    • 4 replies
    • 779 views

  25. Pooled Employer Plans (PEP)

    By Belgarath,
    • 3 replies
    • 1.2k views

  26. Back-pay--to defer or not

    By BG5150,
    • 3 replies
    • 1.5k views

  27. IRS Survey 2024

    By LauraERPA,
    • 3 replies
    • 1.2k views

  28. Testing age

    By Jakyasar,
    • 1 reply
    • 569 views

  29. pooled plan - showing fees (or not) on participant statements

    By AlbanyConsultant,
    • 2 replies
    • 1k views

  30. Massachusetts new tax on employer contributions??

    By WCC,
    • 3 replies
    • 2.3k views

  31. Employer is refusing to make the 3% NESH

    By Jakyasar,
    • 11 replies
    • 1.4k views

  32. Are J-1 Visa Interns and Trainees "Employees" for Retirement Plan purposes?

    By cheersmate,   
    • 13 replies
    • 10.3k views

  33. Partnership Profit Sharing Plan

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  34. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 618 views

  35. 404(a)(5) and 408(b)(2) Disclosures

    By Dougsbpc,
    • 1 reply
    • 742 views

  36. Cash balance definition of compensation 2% shareholder medical S-Corp

    By LMK TPA,
    • 2 replies
    • 618 views

  37. SIMPLE IRA into DB Plan - 2024

    By Jakyasar,
    • 2 replies
    • 600 views

  38. Proving a participant has been paid out long ago

    By ldr,   
    • 13 replies
    • 2.9k views

  39. Form 5330 - paper filings allowed for 2023

    By justanotheradmin,
    • 1 reply
    • 758 views

  40. Controlled Group - Combo plan deduction

    By Jakyasar,
    • 1 reply
    • 467 views

  41. Settlement agreement calls for no company contribution

    By ombskid,
    • 5 replies
    • 1.3k views

  42. Combo plan testing and early retirement age (ERA)

    By Jakyasar,
    • 8 replies
    • 969 views

  43. Plan was a MEP, but no one knew it...

    By Belgarath,
    • 6 replies
    • 768 views

  44. Forfeiture Prior to Extinguishing Distribution of Account Balance or Accrued Benefit and Prior to Five Consecutive Breaks in Service or Periods of Severance

    By Kent Allard,   
    • 1 reply
    • 600 views

  45. New company formed mid-year - effective date of January 1 for plan?

    By Belgarath,
    • 3 replies
    • 715 views

  46. setting up a new plan

    By Jakyasar,
    • 8 replies
    • 915 views

  47. Guild Plan Adjustments

    By Dougsbpc,
    • 2 replies
    • 796 views

  48. Missing 1099-R

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  49. When does profit sharing accrue

    By R. Butler,
    • 3 replies
    • 1.1k views

  50. Should a retirement-services provider be its customers’ super-fiduciary?

    By Peter Gulia,   
    • 35 replies
    • 6.8k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept