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Retirement Plans in General

5,839 topics in this forum

  1. Database to keep track of plans?

    By EBP,
    • 12 replies
    • 3.6k views

  2. Inherited IRA to a non-spouse who wants to rollover into a Roth IRA

    By Jakyasar,
    • 3 replies
    • 4.6k views

  3. Combo plan - top heavy benefit provided by DB

    By Jakyasar,
    • 6 replies
    • 2.5k views

  4. How does a government shutdown affect the Internal Revenue Service and you?

    By Peter Gulia,
    • 7 replies
    • 3.4k views

  5. Can I pay my personal life insurance policy using my pension plan assets

    By Jakyasar,
    • 9 replies
    • 3.1k views

  6. Control groups for Investment Company

    By TPApril,
    • 1 reply
    • 2.2k views

  7. Normal Retirement Age Accelerated Vesting; Anniversary Contrasted to Years of Service as the Impetus

    By Kent Allard,   
    • 9 replies
    • 3.3k views

  8. Profit Sharing Plan Real Estate Distribution Option

    By LMK TPA,
    • 13 replies
    • 4.6k views

  9. How does one decide whether a distribution happened (or didn’t) if neither side has evidence?

    By Peter Gulia,
    • 4 replies
    • 3.7k views

  10. No document but deposits are made and deducted for a CB plan

    By Jakyasar,
    • 4 replies
    • 2.5k views

  11. Penalties issued for Late Flings even with Disaster Relief

    By Jon Switaj,
    • 3 replies
    • 2.7k views

  12. 2023 Profit Sharing Contribution Not Deposited

    By TaxFLFuzz,
    • 2 replies
    • 2.2k views

  13. Changing NRA assumption, is it a BRF issue?

    By Jakyasar,
    • 3 replies
    • 2.4k views

  14. What to for final 5500 filing?

    By Jakyasar,
    • 2 replies
    • 2.7k views

  15. Father moving in repairs... 10% early dist penalty

    By Basically,
    • 6 replies
    • 2.7k views

  16. Do I need to restate the DB plan?

    By Jakyasar,
    • 5 replies
    • 2.1k views

  17. Who is the employer article

    By ESOP Guy,
    • 5 replies
    • 2.4k views

  18. Compliance testing flow chart

    By Miles Leech,
    • 4 replies
    • 2.8k views

  19. PS Allocations & Deductions in Control Group

    By CuseFan,
    • 0 replies
    • 1.8k views

  20. Federal Withholding on Periodic (Annuity) Payments

    By KaJay,   
    • 1 reply
    • 2.5k views

  21. Employer operating both a SIMPLE IRA and 403(b) concurrently?

    By KaJay,
    • 4 replies
    • 2.9k views

  22. Which EIN for Forms 1099-R and 945?

    By kmhaab,
    • 6 replies
    • 3.7k views

  23. HCE deferred in excess of 402g limit - does it affect ABPT testing?

    By Jakyasar,
    • 1 reply
    • 2.6k views

  24. Missing Participant payouts - DOL FAB 2025-01

    By Belgarath,
    • 6 replies
    • 4.5k views

  25. Disaster Relief and Remedial Amendment Period

    By PensionPro,
    • 0 replies
    • 1.9k views

  26. Is my step-mother an HCE?

    By Jakyasar,
    • 5 replies
    • 2.7k views

  27. PS Non-elective Allocation... all HCE employees

    By Basically,
    • 5 replies
    • 2.7k views

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

    By Peter Gulia,
    • 8 replies
    • 2.7k views

  29. Congress seems unlikely this week to legislate anything for retirement plans.

    By Peter Gulia,
    • 3 replies
    • 2.3k views

  30. Pension Death Benefits - Death of Beneficiary

    By CuseFan,
    • 9 replies
    • 13.7k views

  31. Controlled group - not adopted timely

    By Jakyasar,
    • 5 replies
    • 2.5k views

  32. 402g exceeded by HCE, testing and 415(c) question

    By Jakyasar,
    • 3 replies
    • 2.2k views

  33. Commercially Unreasonable Interest Rate and Participant Loans

    By AbsolutelyOkayPossibly,
    • 10 replies
    • 3.2k views

  34. Terminating participating employer of a PEP plan - spin-off required?

    By MrsMacias,
    • 5 replies
    • 3.8k views

  35. Qualified Replacement Plan

    By Guest2,
    • 5 replies
    • 3.4k views

  36. Pre-approved plans and asset acquisitions

    By Carol V. Calhoun,
    • 5 replies
    • 3k views

  37. Should a retirement plan volunteer information to EBSA’s lost-and-found database?

    By Peter Gulia,
    • 6 replies
    • 3.2k views

  38. sole prop becomes an LLC during plan start up...

    By AlbanyConsultant,
    • 1 reply
    • 2.3k views

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

    By AlbanyConsultant,
    • 1 reply
    • 1.9k views

  40. Profit Sharing Only Plan (adding 401k)

    By PainPA,
    • 2 replies
    • 2.7k views

  41. Interim amendments needed now to terminate

    By J Simmons,
    • 1 reply
    • 2.1k views

  42. Missed blackout notice

    By Santo Gold,
    • 4 replies
    • 3k views

  43. Form 5500 Audit Count - With A Twist

    By RatherBeGolfing,
    • 4 replies
    • 2.2k views

  44. 415(h)'s Extent; Perhaps Affects Further to Compliance With 415; Perhaps Other Items Affected

    By Kent Allard,   
    • 5 replies
    • 2.8k views

  45. Which regulations might the next President put on hold?

    By Peter Gulia,
    • 2 replies
    • 2.2k views

  46. A new task for plan administrators to complete by December 29

    By Lois Baker,
    • 1 reply
    • 1.7k views

  47. adjustable loan interest rate

    By jeff mandell,
    • 1 reply
    • 1.5k views

  48. Passive Income ???

    By Santo Gold,
    • 6 replies
    • 2.5k views

  49. Exception to spousal attribution

    By Sublime,
    • 0 replies
    • 1.5k views

  50. Existing plan joins a MEP.

    By Belgarath,
    • 5 replies
    • 3.1k views
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