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Retirement Plans in General

5,781 topics in this forum

  1. Employer is refusing to make the 3% NESH

    By Jakyasar,
    • 11 replies
    • 1.5k views

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

    By cheersmate,   
    • 13 replies
    • 11k views

  3. Partnership Profit Sharing Plan

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  4. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 645 views

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

    By Dougsbpc,
    • 1 reply
    • 827 views

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

    By LMK TPA,
    • 2 replies
    • 650 views

  7. SIMPLE IRA into DB Plan - 2024

    By Jakyasar,
    • 2 replies
    • 629 views

  8. Proving a participant has been paid out long ago

    By ldr,   
    • 13 replies
    • 3k views

  9. Form 5330 - paper filings allowed for 2023

    By justanotheradmin,
    • 1 reply
    • 778 views

  10. Controlled Group - Combo plan deduction

    By Jakyasar,
    • 1 reply
    • 503 views

  11. Settlement agreement calls for no company contribution

    By ombskid,
    • 5 replies
    • 1.4k views

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

    By Jakyasar,
    • 8 replies
    • 1k views

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

    By Belgarath,
    • 6 replies
    • 818 views

  14. 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
    • 666 views

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

    By Belgarath,
    • 3 replies
    • 842 views

  16. setting up a new plan

    By Jakyasar,
    • 8 replies
    • 952 views

  17. Guild Plan Adjustments

    By Dougsbpc,
    • 2 replies
    • 842 views

  18. Missing 1099-R

    By thepensionmaven,
    • 3 replies
    • 1.6k views

  19. When does profit sharing accrue

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

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

    By Peter Gulia,   
    • 35 replies
    • 7.3k views

  21. Prohibited Transaction?

    By Connor,
    • 4 replies
    • 1.3k views

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

    By Santo Gold,
    • 1 reply
    • 743 views

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

    By JCoates,
    • 2 replies
    • 1k views

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

    By Jakyasar,
    • 1 reply
    • 663 views

  25. when to disregard employee service for eligibility

    By Santo Gold,
    • 2 replies
    • 712 views

  26. Legal opinions

    By Belgarath,
    • 8 replies
    • 1.6k views

  27. Employer contribution paid on time but not allocated timely

    By Tom,
    • 2 replies
    • 1.2k views

  28. Defined Contribution Plan

    By Eric Hanford,
    • 3 replies
    • 861 views

  29. Resolution of LLC

    By thepensionmaven,
    • 1 reply
    • 578 views

  30. LTPT - eligibility period

    By Santo Gold,
    • 3 replies
    • 802 views

  31. RMD from profit sharing plan

    By thepensionmaven,
    • 4 replies
    • 871 views

  32. Interesting situation re participating employer

    By Belgarath,
    • 3 replies
    • 1.1k views

  33. Allocation of Contribution

    By Dougsbpc,
    • 3 replies
    • 852 views

  34. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2,
    • 6 replies
    • 1.3k views

  35. Form 5330 - Electronic Filing (revisited)

    By Lauren0507,
    • 9 replies
    • 5k views

  36. No Payout

    By prjrrr,
    • 3 replies
    • 1.3k views

  37. purchasing service credit

    By conniebrazil,
    • 0 replies
    • 452 views

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

    By AlbanyConsultant,
    • 2 replies
    • 755 views

  39. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds,
    • 3 replies
    • 2k views

  40. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer,
    • 5 replies
    • 1.7k views

  41. profit sharing deposit timing

    By Santo Gold,
    • 3 replies
    • 920 views

  42. Foreign owned company wants to recognize service with the parent

    By BG5150,
    • 4 replies
    • 2k views

  43. Who can establish a solo 401(k)?

    By Francis,
    • 2 replies
    • 806 views

  44. grandfathering in insurance policy?

    By AlbanyConsultant,
    • 3 replies
    • 819 views

  45. IRS "Made changes" notice

    By Basically,
    • 4 replies
    • 1.1k views

  46. When an unincorporated partner becomes a W-2 employee mid-year

    By Belgarath,
    • 3 replies
    • 1k views

  47. collectively bargained employees plan exclusion

    By Santo Gold,
    • 4 replies
    • 1.8k views

  48. Brother-Sister Group

    By EBECatty,
    • 7 replies
    • 1k views

  49. TIN Application Question

    By LMK TPA,
    • 0 replies
    • 487 views

  50. Affiliated Service Group; key and HCE employee determination

    By Santo Gold,
    • 7 replies
    • 1.1k views
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