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Retirement Plans in General

5,824 topics in this forum

  1. 1-person plan retires - keep plan or terminate?

    By TPApril,
    • 11 replies
    • 2.3k views

  2. Disaster relief - 404(a)(6) deadline

    By Belgarath,
    • 2 replies
    • 990 views

  3. Deceased employee vesting

    By Basically,
    • 2 replies
    • 1k views

  4. automatic enrollment exception for small businesses

    By Santo Gold,
    • 2 replies
    • 1.2k views

  5. 412(e)(3) Plan 5500 filing

    By Jakyasar,
    • 7 replies
    • 1.6k views

  6. 401k moving to a 403b?

    By Santo Gold,
    • 2 replies
    • 1.3k views

  7. Will Congress give us a 2024 Christmas present?

    By Peter Gulia,
    • 1 reply
    • 682 views

  8. Diachronic Survey of Veteran Reemployment Conformity and Associated Impact on Vesting/Benefit Accrual Prior to USERRA

    By Kent Allard,   
    • 3 replies
    • 949 views

  9. Late adopter - SB attachment

    By Jakyasar,
    • 1 reply
    • 713 views

  10. SAR deadline fun

    By Bri,
    • 10 replies
    • 1.7k views

  11. Does SECURE apply to plans after they terminate?

    By roy819,
    • 1 reply
    • 944 views

  12. 5500 filing - automatic extension

    By Jakyasar,
    • 1 reply
    • 617 views

  13. Funding for a controlled group

    By Jakyasar,
    • 5 replies
    • 1.1k views

  14. How often is the employer the retirement plan’s only fiduciary?

    By Peter Gulia,
    • 20 replies
    • 3.2k views

  15. Controlled Group Rules in Year of Business Sale

    By Jeff G.,   
    • 0 replies
    • 777 views

  16. Control Group Contributions

    By Basically,
    • 3 replies
    • 1.2k views

  17. exemption from auto enroll in a 401k plan

    By Santo Gold,
    • 5 replies
    • 1.3k views

  18. Not stopping Match/SH when comp goes over limit

    By BG5150,
    • 3 replies
    • 1.4k views

  19. Ownership in multiple partnership and offset for losses

    By Jakyasar,
    • 1 reply
    • 1.2k views

  20. Beneficiary Designation Form - does it have to be notarized?

    By truphao,
    • 2 replies
    • 2.7k views

  21. MEP - Testing question - 1st year with NHCE in participating employer

    By Megandps,
    • 1 reply
    • 916 views
    • Bri
    • Bri

  22. ASG summary for the non-pension person?

    By AlbanyConsultant,
    • 1 reply
    • 749 views

  23. The Cycle 3 restatement deadline for DC plans was July 31, 2022. That was a Sunday.

    By David Peckham,
    • 5 replies
    • 1.7k views

  24. existing company joining a MEP... terminating current plan?

    By AlbanyConsultant,
    • 8 replies
    • 2.6k views

  25. Has any service provider paid on a fiduciary warranty?

    By Peter Gulia,
    • 4 replies
    • 1.3k views

  26. Reasonable NRA for a boxer for a DB plan

    By Jakyasar,
    • 10 replies
    • 2.4k views

  27. Multiple 125 Plans, One Employer

    By Ebplans,
    • 1 reply
    • 1k views

  28. 401/PS was contributed into the DB plan and more mess

    By Jakyasar,
    • 3 replies
    • 1.1k views

  29. ASG for doctors and surgery center?

    By AlbanyConsultant,
    • 6 replies
    • 2.5k views

  30. Money Purchase Plan- CODA

    By mal,
    • 6 replies
    • 2.1k views
    • mal
    • mal

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

    By Jakyasar,
    • 9 replies
    • 1.9k views

  32. Is this a distributable event?

    By David Peckham,
    • 4 replies
    • 3.7k views

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

    By Gaslit,
    • 2 replies
    • 1.1k views

  34. Plan termination distributions done incorrectly

    By Jakyasar,
    • 8 replies
    • 1.6k views

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

    By Jakyasar,
    • 6 replies
    • 1.6k views

  36. Rollover into plan before becoming a participant

    By Belgarath,
    • 10 replies
    • 2.5k views

  37. Force out amount upon plan termination

    By Jakyasar,
    • 8 replies
    • 2.8k views

  38. Another am I controlled group question

    By Jakyasar,
    • 3 replies
    • 1k views

  39. Am I controlled group?

    By Jakyasar,
    • 4 replies
    • 1k views

  40. Pooled Employer Plans (PEP)

    By Belgarath,
    • 3 replies
    • 1.8k views

  41. Back-pay--to defer or not

    By BG5150,
    • 3 replies
    • 2.2k views

  42. IRS Survey 2024

    By LauraERPA,
    • 3 replies
    • 1.4k views

  43. Testing age

    By Jakyasar,
    • 1 reply
    • 754 views

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

    By AlbanyConsultant,
    • 2 replies
    • 1.4k views

  45. Massachusetts new tax on employer contributions??

    By WCC,
    • 3 replies
    • 3.7k views

  46. Employer is refusing to make the 3% NESH

    By Jakyasar,
    • 11 replies
    • 1.9k views

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

    By cheersmate,   
    • 13 replies
    • 12.5k views

  48. Partnership Profit Sharing Plan

    By thepensionmaven,
    • 4 replies
    • 1.5k views

  49. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 764 views

  50. 404(a)(5) and 408(b)(2) Disclosures

    By Dougsbpc,
    • 1 reply
    • 1.3k views
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