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Retirement Plans in General

5,768 topics in this forum

  1. Legal opinions

    By Belgarath,
    • 8 replies
    • 1.6k views

  2. Employer contribution paid on time but not allocated timely

    By Tom,
    • 2 replies
    • 1.2k views

  3. Defined Contribution Plan

    By Eric Hanford,
    • 3 replies
    • 837 views

  4. Resolution of LLC

    By thepensionmaven,
    • 1 reply
    • 569 views

  5. RMD from profit sharing plan

    By thepensionmaven,
    • 4 replies
    • 833 views

  6. Interesting situation re participating employer

    By Belgarath,
    • 3 replies
    • 1k views

  7. LTPT - eligibility period

    By Santo Gold,
    • 3 replies
    • 776 views

  8. Rollover into plan before becoming a participant

    By Belgarath,
    • 10 replies
    • 2k views

  9. How does one decide whether a distribution happened (or didn’t) if neither side has evidence?

    By Peter Gulia,
    • 4 replies
    • 3.3k views

  10. purchasing service credit

    By conniebrazil,
    • 0 replies
    • 442 views

  11. No Payout

    By prjrrr,
    • 3 replies
    • 1.3k views

  12. Allocation of Contribution

    By Dougsbpc,
    • 3 replies
    • 827 views

  13. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2,
    • 6 replies
    • 1.3k views

  14. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds,
    • 3 replies
    • 1.8k views

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

    By AlbanyConsultant,
    • 2 replies
    • 734 views

  16. profit sharing deposit timing

    By Santo Gold,
    • 3 replies
    • 900 views

  17. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer,
    • 5 replies
    • 1.5k views

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

    By Francis,
    • 2 replies
    • 754 views

  19. grandfathering in insurance policy?

    By AlbanyConsultant,
    • 3 replies
    • 792 views

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

    By Belgarath,
    • 3 replies
    • 975 views

  21. IRS "Made changes" notice

    By Basically,
    • 4 replies
    • 1.1k views

  22. TIN Application Question

    By LMK TPA,
    • 0 replies
    • 453 views

  23. collectively bargained employees plan exclusion

    By Santo Gold,
    • 4 replies
    • 1.7k views

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

    By Santo Gold,
    • 3 replies
    • 697 views

  25. Brother-Sister Group

    By EBECatty,
    • 7 replies
    • 963 views

  26. Affiliated Service Group; key and HCE employee determination

    By Santo Gold,
    • 7 replies
    • 1k views

  27. In-plan Roth Conversion ... clarificatioin

    By Basically,
    • 2 replies
    • 990 views

  28. 211 whistleblower process

    By drakecohen,
    • 0 replies
    • 553 views

  29. exclusion of NHCE as a class

    By justanotheradmin,
    • 4 replies
    • 1.4k views

  30. ER makes a contribution for the Independent Contractor

    By Jakyasar,
    • 1 reply
    • 558 views

  31. MEP - waiver of eligibility requirements when joining

    By AlbanyConsultant,
    • 0 replies
    • 558 views

  32. Am I Thinking Unreasonably? (IRS AUDIT)

    By Basically,
    • 4 replies
    • 988 views

  33. No response from IRS

    By Basically,
    • 2 replies
    • 921 views

  34. Form 5330 - Electronic Filing (revisited)

    By Lauren0507,
    • 9 replies
    • 4.8k views

  35. Plan Audit No Longer Required

    By 401kSteve,
    • 6 replies
    • 3.3k views

  36. Participant Opts Out (waives out)

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

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

    By KaJay,
    • 1 reply
    • 874 views

  38. S Corp plan

    By Bryan,
    • 4 replies
    • 1.3k views

  39. HCE related question

    By Jakyasar,
    • 2 replies
    • 686 views

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

    By truphao,
    • 6 replies
    • 1.3k views

  41. Affiliated Service Group

    By Belgarath,
    • 5 replies
    • 644 views

  42. Is this 11(g) amendment discriminatory?

    By cathyw,
    • 2 replies
    • 767 views

  43. Using Forfeitures for Participant Education - specifically Financial Wellness

    By 401kology,   
    • 7 replies
    • 1.4k views

  44. Can "Temporary Employees" be considered an excluded class?

    By Santo Gold,
    • 7 replies
    • 6k views

  45. 401/PS was contributed into the DB plan and more mess

    By Jakyasar,
    • 3 replies
    • 927 views

  46. Is SECURE 2022 law?

    By Peter Gulia,
    • 19 replies
    • 7.4k views

  47. Controlling plan provision: plan at time of death or time of correction?

    By t.haley,
    • 12 replies
    • 1.4k views

  48. Combo plan - union employee gateway

    By Jakyasar,
    • 2 replies
    • 922 views

  49. Would a March 8 government shutdown affect your work?

    By Peter Gulia,
    • 2 replies
    • 617 views

  50. Start-up Costs - Employer Contribution Credit - Cash or accrual based employer contributions

    By Kris G,
    • 0 replies
    • 503 views
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