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Retirement Plans in General

5,781 topics in this forum

  1. QRP - qualified replacement plan related

    By Jakyasar,
    • 1 reply
    • 674 views

  2. Prevailing wage Corbel prototype

    By R. Butler,
    • 1 reply
    • 908 views

  3. EGTRRA volume submitter plan - IRS approval

    By t.haley,
    • 1 reply
    • 946 views

  4. what is the advantage of a directed trustee?

    By K2retire,
    • 1 reply
    • 1.3k views

  5. Naughty owner

    By Cynchbeast,
    • 1 reply
    • 1.1k views

  6. Plan numbers

    By Draper55,
    • 1 reply
    • 707 views

  7. Do we need to know NOW whether a plan allows a qualified disaster recovery distribution?

    By Peter Gulia,
    • 1 reply
    • 792 views

  8. ERISA - QERP - ARE 3 parcels always required?

    By fidu,
    • 1 reply
    • 1.4k views

  9. Plan Sponsor Changes from LLC to S Corporation - Effect on Document

    By Guest dyoder,
    • 1 reply
    • 987 views

  10. When would a retirement plan not need to amend for 401(a)(31)?

    By Guest Enda80,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  11. 401(a) or FICA / Social Security Alternative Plans

    By Guest sammyg,
    • 1 reply
    • 8.8k views

  12. Strategic Sale of Overfunded DB Plan

    By Guest billyj,
    • 1 reply
    • 2.9k views

  13. When Controlled Group Ends as to Member...

    By chris,
    • 1 reply
    • 1.3k views

  14. 2014 Taxable wage base and other limits

    By Tom Poje,
    • 1 reply
    • 1.1k views

  15. to QDIA or not to QDIA

    By Pammie57,
    • 1 reply
    • 937 views

  16. affiliated service

    By thepensionmaven,
    • 1 reply
    • 540 views

  17. Money Purchase Plan Distributions

    By Guest Sara H,
    • 1 reply
    • 2.7k views

  18. Temporary Workers - Service Credit

    By Guest ircreader,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  19. 415 annual additions limit

    By Santo Gold,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  20. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath,
    • 1 reply
    • 738 views

  21. DC Contribution made to DB account

    By SSRRS,
    • 1 reply
    • 486 views

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

    By Santo Gold,
    • 1 reply
    • 743 views

  23. Paying IRS penalty + interest

    By Lori Friedman,
    • 1 reply
    • 1.2k views

  24. TOPHEAVY INTEGRATED PLAN

    By Guest dlm,
    • 1 reply
    • 1.4k views

  25. 410(b) testing

    By lexi,
    • 1 reply
    • 2k views

  26. Fiduciary Liability as a TPA

    By HarleyBabe,
    • 1 reply
    • 5.1k views

  27. Affiliated Service Group

    By Susan S.,
    • 1 reply
    • 584 views

  28. compensation issue

    By Scuba 401,
    • 1 reply
    • 714 views

  29. Need expert QDRO attorney

    By Qdroquery,
    • 1 reply
    • 666 views

  30. Defined Contribion style plans in Canada.

    By Guest DCConsultant,
    • 1 reply
    • 1.4k views

  31. exclusion of seasonal employees

    By EGB,
    • 1 reply
    • 1.7k views

  32. No earnings or contributions included in final distribution amounts.

    By Guest Mabel,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  33. Correcting Form 945

    By Guest terric,
    • 1 reply
    • 1.8k views

  34. "Lost" participants & 401(a)5

    By BG5150,
    • 1 reply
    • 1.1k views

  35. DC plan w/ both union and non-union participants - top heavy treatment

    By Guest robin s vatalaro,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  36. Missed Profit Sharing Contribution and Calculations

    By 401kAllTheWay,
    • 1 reply
    • 1k views
    • Bri
    • Bri

  37. What is a "retirement income account" for churches?

    By Guest vetat,
    • 1 reply
    • 1.9k views

  38. integration

    By Tom Poje,
    • 1 reply
    • 1.1k views

  39. Partnership Earnings

    By Oh so SIMPLE,
    • 1 reply
    • 1k views

  40. How to distribute vested benefits owed to illegal aliens?

    By JDuns,
    • 1 reply
    • 1.4k views

  41. IRC 4972 Mess-ups; accrued salaries to the rescue in some cases, perhaps

    By Guest Enda80,
    • 1 reply
    • 3.2k views

  42. If a retirement plan only has the owner as a participant, does the plan need a fidelity bond?

    By Guest Enda80,
    • 1 reply
    • 1.6k views

  43. Exempt Loan Status

    By Oh so SIMPLE,
    • 1 reply
    • 911 views

  44. Contingent beneficiaries with their own specific contingents

    By Lisa7267,   
    • 1 reply
    • 1.1k views

  45. Adding SH during 2020

    By Jakyasar,
    • 1 reply
    • 643 views

  46. Stock Attribution and Controlled Group Determination

    By Guest EMM118,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  47. contribution for partial plan termination - retesting?

    By M Norton,   
    • 1 reply
    • 713 views

  48. Prohibited Transaction Issue?

    By Buckoosier,
    • 1 reply
    • 464 views

  49. Does the IRS do anything with Form 5310A?

    By Peter Gulia,   
    • 1 reply
    • 474 views

  50. Exclusion from "coverage test"

    By Guest Moe Howard2,
    • 1 reply
    • 998 views
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