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Retirement Plans in General

5,791 topics in this forum

  1. Rollover into plan before becoming a participant

    By Belgarath,
    • 10 replies
    • 2.1k views

  2. Force out amount upon plan termination

    By Jakyasar,
    • 8 replies
    • 2.1k views

  3. Another am I controlled group question

    By Jakyasar,
    • 3 replies
    • 812 views

  4. Am I controlled group?

    By Jakyasar,
    • 4 replies
    • 825 views

  5. Pooled Employer Plans (PEP)

    By Belgarath,
    • 3 replies
    • 1.4k views

  6. Back-pay--to defer or not

    By BG5150,
    • 3 replies
    • 1.7k views

  7. IRS Survey 2024

    By LauraERPA,
    • 3 replies
    • 1.3k views

  8. Testing age

    By Jakyasar,
    • 1 reply
    • 604 views

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

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

  10. Massachusetts new tax on employer contributions??

    By WCC,
    • 3 replies
    • 2.6k views

  11. Employer is refusing to make the 3% NESH

    By Jakyasar,
    • 11 replies
    • 1.5k views

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

    By cheersmate,   
    • 13 replies
    • 11.2k views

  13. Partnership Profit Sharing Plan

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  14. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 653 views

  15. 404(a)(5) and 408(b)(2) Disclosures

    By Dougsbpc,
    • 1 reply
    • 879 views

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

    By LMK TPA,
    • 2 replies
    • 654 views

  17. SIMPLE IRA into DB Plan - 2024

    By Jakyasar,
    • 2 replies
    • 632 views

  18. Proving a participant has been paid out long ago

    By ldr,   
    • 13 replies
    • 3.1k views

  19. Form 5330 - paper filings allowed for 2023

    By justanotheradmin,
    • 1 reply
    • 787 views

  20. Controlled Group - Combo plan deduction

    By Jakyasar,
    • 1 reply
    • 521 views

  21. Settlement agreement calls for no company contribution

    By ombskid,
    • 5 replies
    • 1.5k views

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

    By Jakyasar,
    • 8 replies
    • 1.1k views

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

    By Belgarath,
    • 6 replies
    • 832 views

  24. 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
    • 691 views

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

    By Belgarath,
    • 3 replies
    • 889 views

  26. setting up a new plan

    By Jakyasar,
    • 8 replies
    • 965 views

  27. Guild Plan Adjustments

    By Dougsbpc,
    • 2 replies
    • 851 views

  28. Missing 1099-R

    By thepensionmaven,
    • 3 replies
    • 1.8k views

  29. When does profit sharing accrue

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

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

    By Peter Gulia,   
    • 35 replies
    • 7.5k views

  31. Prohibited Transaction?

    By Connor,
    • 4 replies
    • 1.3k views

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

    By Santo Gold,
    • 1 reply
    • 764 views

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

    By JCoates,
    • 2 replies
    • 1.1k views

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

    By Jakyasar,
    • 1 reply
    • 673 views

  35. when to disregard employee service for eligibility

    By Santo Gold,
    • 2 replies
    • 724 views

  36. Legal opinions

    By Belgarath,
    • 8 replies
    • 1.7k views

  37. Employer contribution paid on time but not allocated timely

    By Tom,
    • 2 replies
    • 1.3k views

  38. Defined Contribution Plan

    By Eric Hanford,
    • 3 replies
    • 868 views

  39. Resolution of LLC

    By thepensionmaven,
    • 1 reply
    • 582 views

  40. LTPT - eligibility period

    By Santo Gold,
    • 3 replies
    • 812 views

  41. RMD from profit sharing plan

    By thepensionmaven,
    • 4 replies
    • 886 views

  42. Interesting situation re participating employer

    By Belgarath,
    • 3 replies
    • 1.1k views

  43. Allocation of Contribution

    By Dougsbpc,
    • 3 replies
    • 861 views

  44. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2,
    • 6 replies
    • 1.4k views

  45. Form 5330 - Electronic Filing (revisited)

    By Lauren0507,
    • 9 replies
    • 5.2k views

  46. No Payout

    By prjrrr,
    • 3 replies
    • 1.3k views

  47. purchasing service credit

    By conniebrazil,
    • 0 replies
    • 458 views

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

    By AlbanyConsultant,
    • 2 replies
    • 760 views

  49. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds,
    • 3 replies
    • 2.2k views

  50. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer,
    • 5 replies
    • 1.7k views
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