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Retirement Plans in General

5,753 topics in this forum

  1. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath,
    • 1 reply
    • 718 views

  2. DC Contribution made to DB account

    By SSRRS,
    • 1 reply
    • 463 views

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

    By Santo Gold,
    • 1 reply
    • 686 views

  4. Paying IRS penalty + interest

    By Lori Friedman,
    • 1 reply
    • 1.2k views

  5. TOPHEAVY INTEGRATED PLAN

    By Guest dlm,
    • 1 reply
    • 1.4k views

  6. 410(b) testing

    By lexi,
    • 1 reply
    • 2k views

  7. Fiduciary Liability as a TPA

    By HarleyBabe,
    • 1 reply
    • 5.1k views

  8. Affiliated Service Group

    By Susan S.,
    • 1 reply
    • 563 views

  9. compensation issue

    By Scuba 401,
    • 1 reply
    • 665 views

  10. Need expert QDRO attorney

    By Qdroquery,
    • 1 reply
    • 640 views

  11. Defined Contribion style plans in Canada.

    By Guest DCConsultant,
    • 1 reply
    • 1.4k views

  12. exclusion of seasonal employees

    By EGB,
    • 1 reply
    • 1.7k views

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

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

  14. Correcting Form 945

    By Guest terric,
    • 1 reply
    • 1.8k views

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

    By BG5150,
    • 1 reply
    • 1.1k views

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

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

  17. Missed Profit Sharing Contribution and Calculations

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

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

    By Guest vetat,
    • 1 reply
    • 1.9k views

  19. integration

    By Tom Poje,
    • 1 reply
    • 1.1k views

  20. Partnership Earnings

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

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

    By JDuns,
    • 1 reply
    • 1.4k views

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

    By Guest Enda80,
    • 1 reply
    • 3.1k views

  23. 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

  24. Exempt Loan Status

    By Oh so SIMPLE,
    • 1 reply
    • 894 views

  25. Contingent beneficiaries with their own specific contingents

    By Lisa7267,   
    • 1 reply
    • 1.1k views

  26. Adding SH during 2020

    By Jakyasar,
    • 1 reply
    • 614 views

  27. Stock Attribution and Controlled Group Determination

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

  28. contribution for partial plan termination - retesting?

    By M Norton,   
    • 1 reply
    • 686 views

  29. Prohibited Transaction Issue?

    By Buckoosier,
    • 1 reply
    • 429 views

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

    By Peter Gulia,   
    • 1 reply
    • 441 views

  31. Exclusion from "coverage test"

    By Guest Moe Howard2,
    • 1 reply
    • 981 views

  32. 100% vested accounts - quarterly statements

    By Beemer,
    • 1 reply
    • 1.3k views

  33. Terminating plan with outstanding check

    By Cynchbeast,
    • 1 reply
    • 891 views

  34. Simple, SEP, Solo - Education

    By MjInvestments,
    • 1 reply
    • 598 views

  35. Definition of Lump Sum Distribution

    By Guest PALAWYER,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  36. Money Purchase merge into Profit Sharing

    By Guest DavidB,
    • 1 reply
    • 1.5k views

  37. Controlled Group Issue

    By Guest San Diego Benefits Guy,
    • 1 reply
    • 1.1k views

  38. Sections 267 & related entities

    By shERPA,
    • 1 reply
    • 703 views

  39. Is Brother of HCE an HCE?

    By Lynn Campbell,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  40. Definition of Highly Compensated employee for 2023 plan year

    By Belgarath,
    • 1 reply
    • 997 views

  41. Participant dies; was taking RMD. Can surviving wife keep husband's account, retitling it to her, as part of plan assets and take RMD?

    By Guest jusducki,
    • 1 reply
    • 924 views

  42. Retention of Plan documents

    By mbozek,
    • 1 reply
    • 1.1k views

  43. Controlled group in community property state

    By Belgarath,
    • 1 reply
    • 1.1k views

  44. K-1 income determination for self-employment tax

    By Jakyasar,
    • 1 reply
    • 819 views

  45. Tax credit

    By Bird,
    • 1 reply
    • 450 views

  46. Former Employer Terminated 401K Plan & Mailed me a Check

    By Guest Rosey Langham,
    • 1 reply
    • 7k views

  47. Prohibited Transaction?

    By Guest Jim Brennan,
    • 1 reply
    • 1.6k views

  48. Family Attribution

    By dan.jock,
    • 1 reply
    • 730 views

  49. Target Plan Accruals

    By Guest,
    • 1 reply
    • 1.4k views

  50. non-union plan but the owners are union too

    By Santo Gold,
    • 1 reply
    • 969 views
    • Guest
    • Guest
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