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Retirement Plans in General

5,751 topics in this forum

  1. Pooled Employer Plans (PEP)

    By Belgarath,
    • 3 replies
    • 1.2k views

  2. Force out amount upon plan termination

    By Jakyasar,
    • 8 replies
    • 1.8k views

  3. ASG for doctors and surgery center?

    By AlbanyConsultant,
    • 6 replies
    • 1k views

  4. Back-pay--to defer or not

    By BG5150,
    • 3 replies
    • 1.5k views

  5. IRS Survey 2024

    By LauraERPA,
    • 3 replies
    • 1.2k views

  6. Testing age

    By Jakyasar,
    • 1 reply
    • 563 views

  7. Reasonable NRA for a boxer for a DB plan

    By Jakyasar,
    • 10 replies
    • 1.8k views

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

    By AlbanyConsultant,
    • 2 replies
    • 1k views

  9. Massachusetts new tax on employer contributions??

    By WCC,
    • 3 replies
    • 2.3k views

  10. Employer is refusing to make the 3% NESH

    By Jakyasar,
    • 11 replies
    • 1.4k views

  11. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 613 views

  12. 404(a)(5) and 408(b)(2) Disclosures

    By Dougsbpc,
    • 1 reply
    • 728 views

  13. Parent adopting on behalf of a subsidiary

    By Carol V. Calhoun,
    • 10 replies
    • 2.5k views

  14. Partnership Profit Sharing Plan

    By thepensionmaven,
    • 4 replies
    • 1k views

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

    By LMK TPA,
    • 2 replies
    • 608 views

  16. Form 5330 - paper filings allowed for 2023

    By justanotheradmin,
    • 1 reply
    • 750 views

  17. Controlled Group - Combo plan deduction

    By Jakyasar,
    • 1 reply
    • 461 views

  18. SIMPLE IRA into DB Plan - 2024

    By Jakyasar,
    • 2 replies
    • 596 views

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

    By Jakyasar,
    • 8 replies
    • 951 views

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

    By Belgarath,
    • 6 replies
    • 762 views

  21. 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
    • 593 views

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

    By Belgarath,
    • 3 replies
    • 688 views

  23. Settlement agreement calls for no company contribution

    By ombskid,
    • 5 replies
    • 1.3k views

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

    By Peter Gulia,
    • 4 replies
    • 1.1k views

  25. Guild Plan Adjustments

    By Dougsbpc,
    • 2 replies
    • 785 views

  26. When does profit sharing accrue

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

  27. Missing 1099-R

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  28. changing eligibility - when does a participant enter the plan?

    By Santo Gold,
    • 1 reply
    • 685 views

  29. Prohibited Transaction?

    By Connor,
    • 4 replies
    • 1.2k views

  30. Allocation waiver for retired employee subsequently rehired on a part-time, on call basis

    By JCoates,
    • 2 replies
    • 964 views

  31. Combo plan testing - different results in for different software

    By Jakyasar,
    • 1 reply
    • 627 views

  32. setting up a new plan

    By Jakyasar,
    • 8 replies
    • 902 views

  33. when to disregard employee service for eligibility

    By Santo Gold,
    • 2 replies
    • 669 views

  34. Legal opinions

    By Belgarath,
    • 8 replies
    • 1.5k views

  35. Employer contribution paid on time but not allocated timely

    By Tom,
    • 2 replies
    • 1.2k views

  36. Defined Contribution Plan

    By Eric Hanford,
    • 3 replies
    • 823 views

  37. Resolution of LLC

    By thepensionmaven,
    • 1 reply
    • 557 views

  38. RMD from profit sharing plan

    By thepensionmaven,
    • 4 replies
    • 811 views

  39. Interesting situation re participating employer

    By Belgarath,
    • 3 replies
    • 1k views

  40. LTPT - eligibility period

    By Santo Gold,
    • 3 replies
    • 759 views

  41. Rollover into plan before becoming a participant

    By Belgarath,
    • 10 replies
    • 1.9k views

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

    By Peter Gulia,
    • 4 replies
    • 3.2k views

  43. purchasing service credit

    By conniebrazil,
    • 0 replies
    • 427 views

  44. No Payout

    By prjrrr,
    • 3 replies
    • 1.2k views

  45. Allocation of Contribution

    By Dougsbpc,
    • 3 replies
    • 802 views

  46. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2,
    • 6 replies
    • 1.2k views

  47. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds,
    • 3 replies
    • 1.7k views

  48. different allocation by location... if it's not in the plan document

    By AlbanyConsultant,
    • 2 replies
    • 716 views

  49. profit sharing deposit timing

    By Santo Gold,
    • 3 replies
    • 877 views

  50. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer,
    • 5 replies
    • 1.4k views
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