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Retirement Plans in General

5,796 topics in this forum

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

    By Jakyasar,
    • 9 replies
    • 1.6k views

  2. Is this a distributable event?

    By David Peckham,
    • 4 replies
    • 1.4k views

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

    By Gaslit,
    • 2 replies
    • 929 views

  4. Plan termination distributions done incorrectly

    By Jakyasar,
    • 8 replies
    • 1.3k views

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

    By Jakyasar,
    • 6 replies
    • 1.4k views

  6. Rollover into plan before becoming a participant

    By Belgarath,
    • 10 replies
    • 2.1k views

  7. Force out amount upon plan termination

    By Jakyasar,
    • 8 replies
    • 2.2k views

  8. Another am I controlled group question

    By Jakyasar,
    • 3 replies
    • 829 views

  9. Am I controlled group?

    By Jakyasar,
    • 4 replies
    • 850 views

  10. Pooled Employer Plans (PEP)

    By Belgarath,
    • 3 replies
    • 1.4k views

  11. Back-pay--to defer or not

    By BG5150,
    • 3 replies
    • 1.8k views

  12. IRS Survey 2024

    By LauraERPA,
    • 3 replies
    • 1.3k views

  13. Testing age

    By Jakyasar,
    • 1 reply
    • 622 views

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

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

  15. Massachusetts new tax on employer contributions??

    By WCC,
    • 3 replies
    • 2.7k views

  16. Employer is refusing to make the 3% NESH

    By Jakyasar,
    • 11 replies
    • 1.5k views

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

    By cheersmate,   
    • 13 replies
    • 11.3k views

  18. Partnership Profit Sharing Plan

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  19. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 665 views

  20. 404(a)(5) and 408(b)(2) Disclosures

    By Dougsbpc,
    • 1 reply
    • 927 views

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

    By LMK TPA,
    • 2 replies
    • 672 views

  22. SIMPLE IRA into DB Plan - 2024

    By Jakyasar,
    • 2 replies
    • 647 views

  23. Proving a participant has been paid out long ago

    By ldr,   
    • 13 replies
    • 3.2k views

  24. Form 5330 - paper filings allowed for 2023

    By justanotheradmin,
    • 1 reply
    • 805 views

  25. Controlled Group - Combo plan deduction

    By Jakyasar,
    • 1 reply
    • 532 views

  26. Settlement agreement calls for no company contribution

    By ombskid,
    • 5 replies
    • 1.5k views

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

    By Jakyasar,
    • 8 replies
    • 1.1k views

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

    By Belgarath,
    • 6 replies
    • 848 views

  29. 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
    • 704 views

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

    By Belgarath,
    • 3 replies
    • 943 views

  31. setting up a new plan

    By Jakyasar,
    • 8 replies
    • 981 views

  32. Guild Plan Adjustments

    By Dougsbpc,
    • 2 replies
    • 877 views

  33. Missing 1099-R

    By thepensionmaven,
    • 3 replies
    • 1.9k views

  34. When does profit sharing accrue

    By R. Butler,
    • 3 replies
    • 1.2k views

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

    By Peter Gulia,   
    • 35 replies
    • 7.7k views

  36. Prohibited Transaction?

    By Connor,
    • 4 replies
    • 1.4k views

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

    By Santo Gold,
    • 1 reply
    • 789 views

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

    By JCoates,
    • 2 replies
    • 1.1k views

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

    By Jakyasar,
    • 1 reply
    • 682 views

  40. when to disregard employee service for eligibility

    By Santo Gold,
    • 2 replies
    • 739 views

  41. Legal opinions

    By Belgarath,
    • 8 replies
    • 1.7k views

  42. Employer contribution paid on time but not allocated timely

    By Tom,
    • 2 replies
    • 1.3k views

  43. Defined Contribution Plan

    By Eric Hanford,
    • 3 replies
    • 883 views

  44. Resolution of LLC

    By thepensionmaven,
    • 1 reply
    • 591 views

  45. LTPT - eligibility period

    By Santo Gold,
    • 3 replies
    • 826 views

  46. RMD from profit sharing plan

    By thepensionmaven,
    • 4 replies
    • 922 views

  47. Interesting situation re participating employer

    By Belgarath,
    • 3 replies
    • 1.1k views

  48. Allocation of Contribution

    By Dougsbpc,
    • 3 replies
    • 871 views

  49. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2,
    • 6 replies
    • 1.4k views

  50. Form 5330 - Electronic Filing (revisited)

    By Lauren0507,
    • 9 replies
    • 5.3k views
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