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Retirement Plans in General

5,768 topics in this forum

  1. 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
    • 615 views

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

    By Belgarath,
    • 3 replies
    • 759 views

  3. setting up a new plan

    By Jakyasar,
    • 8 replies
    • 927 views

  4. Guild Plan Adjustments

    By Dougsbpc,
    • 2 replies
    • 809 views

  5. Missing 1099-R

    By thepensionmaven,
    • 3 replies
    • 1.2k views

  6. When does profit sharing accrue

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

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

    By Peter Gulia,   
    • 35 replies
    • 6.9k views

  8. Prohibited Transaction?

    By Connor,
    • 4 replies
    • 1.3k views

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

    By Santo Gold,
    • 1 reply
    • 710 views

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

    By JCoates,
    • 2 replies
    • 999 views

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

    By Jakyasar,
    • 1 reply
    • 641 views

  12. when to disregard employee service for eligibility

    By Santo Gold,
    • 2 replies
    • 688 views

  13. Legal opinions

    By Belgarath,
    • 8 replies
    • 1.6k views

  14. Employer contribution paid on time but not allocated timely

    By Tom,
    • 2 replies
    • 1.2k views

  15. Defined Contribution Plan

    By Eric Hanford,
    • 3 replies
    • 836 views

  16. Resolution of LLC

    By thepensionmaven,
    • 1 reply
    • 568 views

  17. LTPT - eligibility period

    By Santo Gold,
    • 3 replies
    • 774 views

  18. RMD from profit sharing plan

    By thepensionmaven,
    • 4 replies
    • 832 views

  19. Interesting situation re participating employer

    By Belgarath,
    • 3 replies
    • 1k views

  20. Allocation of Contribution

    By Dougsbpc,
    • 3 replies
    • 825 views

  21. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2,
    • 6 replies
    • 1.3k views

  22. Form 5330 - Electronic Filing (revisited)

    By Lauren0507,
    • 9 replies
    • 4.8k views

  23. No Payout

    By prjrrr,
    • 3 replies
    • 1.3k views

  24. purchasing service credit

    By conniebrazil,
    • 0 replies
    • 439 views

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

    By AlbanyConsultant,
    • 2 replies
    • 730 views

  26. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds,
    • 3 replies
    • 1.8k views

  27. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer,
    • 5 replies
    • 1.5k views

  28. profit sharing deposit timing

    By Santo Gold,
    • 3 replies
    • 892 views

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

    By BG5150,
    • 4 replies
    • 2k views

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

    By Francis,
    • 2 replies
    • 751 views

  31. grandfathering in insurance policy?

    By AlbanyConsultant,
    • 3 replies
    • 787 views

  32. IRS "Made changes" notice

    By Basically,
    • 4 replies
    • 1.1k views

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

    By Belgarath,
    • 3 replies
    • 970 views

  34. collectively bargained employees plan exclusion

    By Santo Gold,
    • 4 replies
    • 1.7k views

  35. Brother-Sister Group

    By EBECatty,
    • 7 replies
    • 958 views

  36. TIN Application Question

    By LMK TPA,
    • 0 replies
    • 451 views

  37. Affiliated Service Group; key and HCE employee determination

    By Santo Gold,
    • 7 replies
    • 1k views

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

    By Santo Gold,
    • 3 replies
    • 695 views

  39. In-plan Roth Conversion ... clarificatioin

    By Basically,
    • 2 replies
    • 984 views

  40. 211 whistleblower process

    By drakecohen,
    • 0 replies
    • 550 views

  41. exclusion of NHCE as a class

    By justanotheradmin,
    • 4 replies
    • 1.4k views

  42. Plan Audit No Longer Required

    By 401kSteve,
    • 6 replies
    • 3.3k views

  43. ER makes a contribution for the Independent Contractor

    By Jakyasar,
    • 1 reply
    • 555 views

  44. solo 401(k) with Mega Back Door Roth

    By truphao,
    • 6 replies
    • 1.3k views

  45. Am I Thinking Unreasonably? (IRS AUDIT)

    By Basically,
    • 4 replies
    • 987 views

  46. MEP - waiver of eligibility requirements when joining

    By AlbanyConsultant,
    • 0 replies
    • 555 views

  47. No response from IRS

    By Basically,
    • 2 replies
    • 918 views

  48. Participant Opts Out (waives out)

    By Basically,
    • 9 replies
    • 1.8k views
    • Bri
    • Bri

  49. Reporting Direct Rollover (403b to IRA) for a Non-Resident Alien

    By KaJay,
    • 1 reply
    • 868 views

  50. S Corp plan

    By Bryan,
    • 4 replies
    • 1.3k views
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