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Retirement Plans in General

5,811 topics in this forum

  1. Prohibited Transaction?

    By Connor,
    • 4 replies
    • 1.6k views

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

    By Santo Gold,
    • 1 reply
    • 861 views

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

    By JCoates,
    • 2 replies
    • 1.2k views

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

    By Jakyasar,
    • 1 reply
    • 739 views

  5. when to disregard employee service for eligibility

    By Santo Gold,
    • 2 replies
    • 790 views

  6. Legal opinions

    By Belgarath,
    • 8 replies
    • 1.8k views

  7. Employer contribution paid on time but not allocated timely

    By Tom,
    • 2 replies
    • 1.3k views

  8. Defined Contribution Plan

    By Eric Hanford,
    • 3 replies
    • 936 views

  9. Resolution of LLC

    By thepensionmaven,
    • 1 reply
    • 629 views

  10. LTPT - eligibility period

    By Santo Gold,
    • 3 replies
    • 901 views

  11. RMD from profit sharing plan

    By thepensionmaven,
    • 4 replies
    • 1k views

  12. Interesting situation re participating employer

    By Belgarath,
    • 3 replies
    • 1.2k views

  13. Allocation of Contribution

    By Dougsbpc,
    • 3 replies
    • 927 views

  14. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2,
    • 6 replies
    • 1.6k views

  15. Form 5330 - Electronic Filing (revisited)

    By Lauren0507,
    • 9 replies
    • 5.8k views

  16. No Payout

    By prjrrr,
    • 3 replies
    • 1.4k views

  17. purchasing service credit

    By conniebrazil,
    • 0 replies
    • 508 views

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

    By AlbanyConsultant,
    • 2 replies
    • 836 views

  19. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds,
    • 3 replies
    • 2.6k views

  20. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer,
    • 5 replies
    • 2k views

  21. profit sharing deposit timing

    By Santo Gold,
    • 3 replies
    • 991 views

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

    By BG5150,
    • 4 replies
    • 2.3k views

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

    By Francis,
    • 2 replies
    • 928 views

  24. grandfathering in insurance policy?

    By AlbanyConsultant,
    • 3 replies
    • 939 views

  25. IRS "Made changes" notice

    By Basically,
    • 4 replies
    • 1.3k views

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

    By Belgarath,
    • 3 replies
    • 1.1k views

  27. collectively bargained employees plan exclusion

    By Santo Gold,
    • 4 replies
    • 2.1k views

  28. Brother-Sister Group

    By EBECatty,
    • 7 replies
    • 1.4k views

  29. TIN Application Question

    By LMK TPA,
    • 0 replies
    • 547 views

  30. Affiliated Service Group; key and HCE employee determination

    By Santo Gold,
    • 7 replies
    • 1.2k views

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

    By Santo Gold,
    • 3 replies
    • 861 views

  32. In-plan Roth Conversion ... clarificatioin

    By Basically,
    • 2 replies
    • 1.1k views

  33. 211 whistleblower process

    By drakecohen,
    • 0 replies
    • 631 views

  34. exclusion of NHCE as a class

    By justanotheradmin,
    • 4 replies
    • 1.6k views

  35. Plan Audit No Longer Required

    By 401kSteve,
    • 6 replies
    • 3.8k views

  36. ER makes a contribution for the Independent Contractor

    By Jakyasar,
    • 1 reply
    • 627 views

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

    By truphao,
    • 6 replies
    • 1.6k views

  38. Am I Thinking Unreasonably? (IRS AUDIT)

    By Basically,
    • 4 replies
    • 1.1k views

  39. MEP - waiver of eligibility requirements when joining

    By AlbanyConsultant,
    • 0 replies
    • 635 views

  40. No response from IRS

    By Basically,
    • 2 replies
    • 1k views

  41. Participant Opts Out (waives out)

    By Basically,
    • 9 replies
    • 2.1k views
    • Bri
    • Bri

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

    By KaJay,
    • 1 reply
    • 1.2k views

  43. S Corp plan

    By Bryan,
    • 4 replies
    • 1.6k views

  44. Affiliated Service Group

    By Belgarath,
    • 5 replies
    • 794 views

  45. HCE related question

    By Jakyasar,
    • 2 replies
    • 764 views

  46. Using Forfeitures for Participant Education - specifically Financial Wellness

    By 401kology,   
    • 7 replies
    • 1.6k views

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

    By Santo Gold,
    • 7 replies
    • 7.5k views

  48. Is this 11(g) amendment discriminatory?

    By cathyw,
    • 2 replies
    • 4.9k views

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

    By t.haley,
    • 12 replies
    • 1.8k views

  50. Retirement Plan Start-up tax credits - Qualifying start-up costs - New Small Employer

    By Kris G,
    • 1 reply
    • 857 views
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