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Retirement Plans in General

5,781 topics in this forum

  1. Form 5330 Signatures

    By Pension RC,
    • 2 replies
    • 2k views

  2. sole prop becomes an LLC during plan start up...

    By AlbanyConsultant,
    • 1 reply
    • 2.1k views

  3. USERRA and Eligibility?

    By Guest ERISA Anononymous,
    • 1 reply
    • 1.1k views

  4. Overlapping CG and ASGs?

    By Gilmore,
    • 1 reply
    • 771 views

  5. Trouble with the IRS forms and publications page

    By Belgarath,
    • 1 reply
    • 2.1k views

  6. Sole Proprietor comp with forfeitures

    By Guest Cbanarer,
    • 1 reply
    • 3.1k views

  7. Forfeitures and money-purchase pension plan contributions

    By Guest sampat,
    • 1 reply
    • 2.7k views

  8. S-corporation deductions

    By Belgarath,
    • 1 reply
    • 1.2k views

  9. Safe Harbor or General Nondiscrimination Test

    By Guest mhicks,
    • 1 reply
    • 1.4k views

  10. 401(a)(31), 401(a)(9) effective dates for a retirement plan questions; absolute or first day of the first plan year following the effective dates give

    By Guest Enda80,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  11. retirement plans in mergers and acquisitions

    By Guest Deborah Grace,
    • 1 reply
    • 3k views

  12. Seniority and Retirement Package Offers

    By Guest Cathy,
    • 1 reply
    • 1.4k views

  13. Granting service credit to acquired employees for service with prior a

    By SMB,
    • 1 reply
    • 1.7k views

  14. Claiming tax credit for new plans

    By Santo Gold,
    • 1 reply
    • 1.2k views

  15. UCA and OBRA, required effective dates? Distinct from required execution dates

    By Guest Enda80,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  16. "maintained by"

    By BTG,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  17. Immediate Eligibility Date before Plan Effective Date?

    By Guest PCS Inc,
    • 1 reply
    • 963 views
    • Guest
    • Guest

  18. GUST Amendments

    By Guest Toby P London,
    • 1 reply
    • 2.7k views

  19. Partnership Owner Issues

    By Lou S.,
    • 1 reply
    • 1.4k views

  20. reminder: electronic filing shuts down for a month

    By Tom Poje,
    • 1 reply
    • 544 views

  21. Partnership Trouble

    By Dougsbpc,
    • 1 reply
    • 756 views

  22. Plan Asset Written Off Years Ago Now Recovered

    By DP,
    • 1 reply
    • 1.4k views

  23. How is 410(b) testing done when a plan covers some, but not all, colle

    By John A,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  24. Guide To Making PS Coontributions

    By Guest cs006b,
    • 1 reply
    • 1.1k views

  25. §4975(e)(2)(C)

    By Dalai Pookah,
    • 1 reply
    • 433 views

  26. Contributions to Ineligible Employees

    By Guest ERead,
    • 1 reply
    • 2.6k views
    • Guest
    • Guest

  27. EE Term'd Prior to Adoption of Plan

    By RestAssured,
    • 1 reply
    • 472 views

  28. Spousal consent needed from Alternate Payee?

    By Lynn Campbell,
    • 1 reply
    • 2.1k views

  29. Penalty on distribution of income on after-tax contribution?

    By Guest Boilerburm,
    • 1 reply
    • 1.4k views

  30. Earnings on forfeiture account?

    By Guest DazedAndConfused,
    • 1 reply
    • 2.3k views

  31. RMDs for survivng spouses

    By Philip2,
    • 1 reply
    • 519 views

  32. Common Ownership Issue

    By pbarrett,
    • 1 reply
    • 1.3k views

  33. Do the automatic rollover rules apply to the spouse of a deceased participant?

    By katieinny,
    • 1 reply
    • 1.7k views

  34. Controlled Group - Form 5500-SF

    By Guest MrsJones,
    • 1 reply
    • 1.3k views

  35. Plan Disqualification?

    By katieinny,   
    • 1 reply
    • 501 views

  36. Profit Sharing Plans for Credit unions and CUSOs

    By Guest ksumner,
    • 1 reply
    • 1.6k views

  37. Combining MP & PS Plans (Elective Transfer Option)

    By Guest Paul Hinderegger,
    • 1 reply
    • 1.9k views

  38. Pension Benefit Statements - CBA Plans

    By JRG,
    • 1 reply
    • 990 views

  39. Interim Valuation Required for ESOP Termination

    By Guest Edward McElroy,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  40. Commingle Assets

    By Guest pensionactuary,
    • 1 reply
    • 2.1k views

  41. change in NRA

    By AlbanyConsultant,
    • 1 reply
    • 1.2k views

  42. RMD from DC plan

    By ombskid,
    • 1 reply
    • 957 views

  43. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 636 views

  44. Help with change in plan sponsor entity type.

    By jkharvey,
    • 1 reply
    • 1.7k views

  45. Employee Leasing for very small company?

    By Guest FREE401k,
    • 1 reply
    • 1.7k views

  46. Pet Insurance

    By JackS,   
    • 1 reply
    • 817 views

  47. Form 5300 for Multiple Employer Plan

    By Guest wendycatherine,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  48. 410(b) testing when one employee works for both members of controlled group

    By Floridaattorney,
    • 1 reply
    • 1.5k views

  49. Controlled group? ASG?

    By ombskid,
    • 1 reply
    • 524 views

  50. Control Group Definition

    By Guest Kerry,
    • 1 reply
    • 3.8k views
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