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Retirement Plans in General

5,770 topics in this forum

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

    By Jakyasar,
    • 8 replies
    • 986 views

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

    By Belgarath,
    • 6 replies
    • 783 views

  3. 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
    • 617 views

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

    By Belgarath,
    • 3 replies
    • 771 views

  5. setting up a new plan

    By Jakyasar,
    • 8 replies
    • 929 views

  6. Guild Plan Adjustments

    By Dougsbpc,
    • 2 replies
    • 811 views

  7. Missing 1099-R

    By thepensionmaven,
    • 3 replies
    • 1.2k views

  8. When does profit sharing accrue

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

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

    By Peter Gulia,   
    • 35 replies
    • 6.9k views

  10. Prohibited Transaction?

    By Connor,
    • 4 replies
    • 1.3k views

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

    By Santo Gold,
    • 1 reply
    • 721 views

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

    By JCoates,
    • 2 replies
    • 1k views

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

    By Jakyasar,
    • 1 reply
    • 644 views

  14. when to disregard employee service for eligibility

    By Santo Gold,
    • 2 replies
    • 692 views

  15. Legal opinions

    By Belgarath,
    • 8 replies
    • 1.6k views

  16. Employer contribution paid on time but not allocated timely

    By Tom,
    • 2 replies
    • 1.2k views

  17. Defined Contribution Plan

    By Eric Hanford,
    • 3 replies
    • 837 views

  18. Resolution of LLC

    By thepensionmaven,
    • 1 reply
    • 569 views

  19. LTPT - eligibility period

    By Santo Gold,
    • 3 replies
    • 776 views

  20. RMD from profit sharing plan

    By thepensionmaven,
    • 4 replies
    • 833 views

  21. Interesting situation re participating employer

    By Belgarath,
    • 3 replies
    • 1k views

  22. Allocation of Contribution

    By Dougsbpc,
    • 3 replies
    • 828 views

  23. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2,
    • 6 replies
    • 1.3k views

  24. Form 5330 - Electronic Filing (revisited)

    By Lauren0507,
    • 9 replies
    • 4.8k views

  25. No Payout

    By prjrrr,
    • 3 replies
    • 1.3k views

  26. purchasing service credit

    By conniebrazil,
    • 0 replies
    • 443 views

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

    By AlbanyConsultant,
    • 2 replies
    • 734 views

  28. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds,
    • 3 replies
    • 1.8k views

  29. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer,
    • 5 replies
    • 1.5k views

  30. profit sharing deposit timing

    By Santo Gold,
    • 3 replies
    • 901 views

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

    By BG5150,
    • 4 replies
    • 2k views

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

    By Francis,
    • 2 replies
    • 754 views

  33. grandfathering in insurance policy?

    By AlbanyConsultant,
    • 3 replies
    • 792 views

  34. IRS "Made changes" notice

    By Basically,
    • 4 replies
    • 1.1k views

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

    By Belgarath,
    • 3 replies
    • 975 views

  36. collectively bargained employees plan exclusion

    By Santo Gold,
    • 4 replies
    • 1.7k views

  37. Brother-Sister Group

    By EBECatty,
    • 7 replies
    • 963 views

  38. TIN Application Question

    By LMK TPA,
    • 0 replies
    • 453 views

  39. Affiliated Service Group; key and HCE employee determination

    By Santo Gold,
    • 7 replies
    • 1k views

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

    By Santo Gold,
    • 3 replies
    • 697 views

  41. In-plan Roth Conversion ... clarificatioin

    By Basically,
    • 2 replies
    • 990 views

  42. 211 whistleblower process

    By drakecohen,
    • 0 replies
    • 553 views

  43. exclusion of NHCE as a class

    By justanotheradmin,
    • 4 replies
    • 1.4k views

  44. Plan Audit No Longer Required

    By 401kSteve,
    • 6 replies
    • 3.3k views

  45. ER makes a contribution for the Independent Contractor

    By Jakyasar,
    • 1 reply
    • 558 views

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

    By truphao,
    • 6 replies
    • 1.3k views

  47. Am I Thinking Unreasonably? (IRS AUDIT)

    By Basically,
    • 4 replies
    • 988 views

  48. MEP - waiver of eligibility requirements when joining

    By AlbanyConsultant,
    • 0 replies
    • 558 views

  49. No response from IRS

    By Basically,
    • 2 replies
    • 922 views

  50. Participant Opts Out (waives out)

    By Basically,
    • 9 replies
    • 1.8k views
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