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Retirement Plans in General

5,778 topics in this forum

  1. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 632 views

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

    By Dougsbpc,
    • 1 reply
    • 788 views

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

    By LMK TPA,
    • 2 replies
    • 638 views

  4. SIMPLE IRA into DB Plan - 2024

    By Jakyasar,
    • 2 replies
    • 617 views

  5. Proving a participant has been paid out long ago

    By ldr,   
    • 13 replies
    • 3k views

  6. Form 5330 - paper filings allowed for 2023

    By justanotheradmin,
    • 1 reply
    • 775 views

  7. Controlled Group - Combo plan deduction

    By Jakyasar,
    • 1 reply
    • 492 views

  8. Settlement agreement calls for no company contribution

    By ombskid,
    • 5 replies
    • 1.4k views

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

    By Jakyasar,
    • 8 replies
    • 1k views

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

    By Belgarath,
    • 6 replies
    • 804 views

  11. 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
    • 626 views

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

    By Belgarath,
    • 3 replies
    • 815 views

  13. setting up a new plan

    By Jakyasar,
    • 8 replies
    • 936 views

  14. Guild Plan Adjustments

    By Dougsbpc,
    • 2 replies
    • 822 views

  15. Missing 1099-R

    By thepensionmaven,
    • 3 replies
    • 1.3k views

  16. When does profit sharing accrue

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

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

    By Peter Gulia,   
    • 35 replies
    • 7k views

  18. Prohibited Transaction?

    By Connor,
    • 4 replies
    • 1.3k views

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

    By Santo Gold,
    • 1 reply
    • 732 views

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

    By JCoates,
    • 2 replies
    • 1k views

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

    By Jakyasar,
    • 1 reply
    • 653 views

  22. when to disregard employee service for eligibility

    By Santo Gold,
    • 2 replies
    • 700 views

  23. Legal opinions

    By Belgarath,
    • 8 replies
    • 1.6k views

  24. Employer contribution paid on time but not allocated timely

    By Tom,
    • 2 replies
    • 1.2k views

  25. Defined Contribution Plan

    By Eric Hanford,
    • 3 replies
    • 843 views

  26. Resolution of LLC

    By thepensionmaven,
    • 1 reply
    • 571 views

  27. LTPT - eligibility period

    By Santo Gold,
    • 3 replies
    • 793 views

  28. RMD from profit sharing plan

    By thepensionmaven,
    • 4 replies
    • 848 views

  29. Interesting situation re participating employer

    By Belgarath,
    • 3 replies
    • 1k views

  30. Allocation of Contribution

    By Dougsbpc,
    • 3 replies
    • 840 views

  31. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2,
    • 6 replies
    • 1.3k views

  32. Form 5330 - Electronic Filing (revisited)

    By Lauren0507,
    • 9 replies
    • 4.9k views

  33. No Payout

    By prjrrr,
    • 3 replies
    • 1.3k views

  34. purchasing service credit

    By conniebrazil,
    • 0 replies
    • 447 views

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

    By AlbanyConsultant,
    • 2 replies
    • 747 views

  36. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds,
    • 3 replies
    • 1.9k views

  37. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer,
    • 5 replies
    • 1.6k views

  38. profit sharing deposit timing

    By Santo Gold,
    • 3 replies
    • 911 views

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

    By BG5150,
    • 4 replies
    • 2k views

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

    By Francis,
    • 2 replies
    • 782 views

  41. grandfathering in insurance policy?

    By AlbanyConsultant,
    • 3 replies
    • 803 views

  42. IRS "Made changes" notice

    By Basically,
    • 4 replies
    • 1.1k views

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

    By Belgarath,
    • 3 replies
    • 987 views

  44. collectively bargained employees plan exclusion

    By Santo Gold,
    • 4 replies
    • 1.7k views

  45. Brother-Sister Group

    By EBECatty,
    • 7 replies
    • 988 views

  46. TIN Application Question

    By LMK TPA,
    • 0 replies
    • 460 views

  47. Affiliated Service Group; key and HCE employee determination

    By Santo Gold,
    • 7 replies
    • 1k views

  48. Statutory Employee - exclude from the 401k plan?

    By Santo Gold,
    • 3 replies
    • 715 views

  49. In-plan Roth Conversion ... clarificatioin

    By Basically,
    • 2 replies
    • 1k views

  50. 211 whistleblower process

    By drakecohen,
    • 0 replies
    • 558 views
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