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Retirement Plans in General

5,781 topics in this forum

  1. SE income & 401k

    By Monica Barnard,
    • 1 reply
    • 1.6k views

  2. Directed Nondiscretionary Trustee Services - Help

    By Guest benbarnett,
    • 1 reply
    • 1.8k views

  3. Administrators: Exempt Employees?

    By Guest Corrections Questions,
    • 1 reply
    • 1.2k views

  4. Controlled Group and 401(k) Features

    By Guest mookie23,   
    • 1 reply
    • 1.5k views

  5. Does anyone have a worksheet to calculate contributions for self-emplo

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

  6. vesting hours

    By Guest npsa,
    • 1 reply
    • 1.3k views

  7. Forms 1099-R and 945

    By imchipbrown,
    • 1 reply
    • 1.7k views

  8. Affiliated Service group

    By Guest Sieve,
    • 1 reply
    • 1k views

  9. Pension Application

    By Guest Ohio City,
    • 1 reply
    • 822 views

  10. Should a non-ERISA and non-EACA automatic-contribution arrangement send annual notices?

    By Peter Gulia,
    • 1 reply
    • 1.2k views

  11. Missed amendments

    By chris,
    • 1 reply
    • 1.3k views

  12. Amendment and Restatement of a Plan

    By Madison71,
    • 1 reply
    • 2.2k views

  13. New Form 1065 K-1 split box 4

    By Earl,
    • 1 reply
    • 737 views

  14. COVID-19 related loans

    By Cynchbeast,
    • 1 reply
    • 768 views

  15. Taxation of Life Insurance

    By RTK,
    • 1 reply
    • 1.2k views

  16. Multiple CGs in one plan--how to test

    By BG5150,
    • 1 reply
    • 595 views

  17. Required to Amendment for SPD's

    By Guest KevinP,
    • 1 reply
    • 968 views

  18. Employee's normal entry date occurs while on medical leave

    By Belgarath,
    • 1 reply
    • 825 views

  19. Terminating an old Profit sharing plan

    By rfahey,
    • 1 reply
    • 938 views

  20. Union company, can owner have his own?

    By ombskid,
    • 1 reply
    • 540 views

  21. Forfeitures Used to Pay Administrative Expenses

    By Guest Edward McElroy,
    • 1 reply
    • 2k views

  22. 5500 New Employer added to a Multiple Employer Plan

    By Guest Frank Jackson,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  23. Needs enlightenment

    By Mermaid,
    • 1 reply
    • 436 views

  24. Think Tank Says Proposed Pension Changes Would 'Overwhelmingly' Benefi

    By Dave Baker,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  25. Beneficiary Forms

    By DP,
    • 1 reply
    • 1k views

  26. Contingency to contingent beneficiary?

    By MoShawn,
    • 1 reply
    • 1.4k views

  27. § 416 Minimum Contribution Amounts and § 404(a)(3); § 404(a)(3) Limits Perhaps Waived for § 416 Minimum Contributions

    By Kent Allard,
    • 1 reply
    • 663 views

  28. Are all purchases of plan assets by a party-in-interest prohibited tra

    By John A,
    • 1 reply
    • 1.4k views

  29. What to count for top heavy

    By Santo Gold,
    • 1 reply
    • 1.3k views

  30. Plan Entry Date

    By Guest CharlieLaur,
    • 1 reply
    • 1.5k views

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

    By Kris G,
    • 1 reply
    • 742 views

  32. Audit of Retirement Plan?

    By Guest newtobenefits,
    • 1 reply
    • 1.8k views

  33. Annual Addition Limitation

    By Guest glhotdog,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  34. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 696 views

  35. Missing Spouse -- pension withdrawal

    By Guest JD698,
    • 1 reply
    • 1.8k views

  36. When to forfeit?

    By R. Butler,
    • 1 reply
    • 1.3k views

  37. Compensation, ABPT, and multiple divs

    By buckaroo,
    • 1 reply
    • 1.1k views

  38. Grantor trusts, do they ever figure into retirement plans?

    By Guest Enda80,
    • 1 reply
    • 925 views

  39. Aggregation of two Safe-Harbor Match 401(k) Plans with Different Matching Formulas

    By FORMER ESQ.,
    • 1 reply
    • 505 views

  40. Choice of whether or not to self direct.

    By R. Butler,
    • 1 reply
    • 1.4k views

  41. Company Defined Contribution and Defined Benefit Plan

    By Guest dhoefer,
    • 1 reply
    • 1.4k views

  42. Split DB/DC plan

    By dmb,
    • 1 reply
    • 1.5k views

  43. Solo 401(k) for sole proprietor w/multiple interests

    By Guest CjinSF,
    • 1 reply
    • 1.5k views

  44. Lump Sum Distribution - Employer Securities

    By Buckoosier,
    • 1 reply
    • 496 views

  45. Trustee Voting of Stock Held as General Investment in Plan

    By Guest Edward McElroy,
    • 1 reply
    • 1.5k views

  46. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 936 views

  47. Sole P to Corp

    By No Name,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  48. TRA-86 Remedial Amendment Period for Tax-Exempts

    By davef,
    • 1 reply
    • 2.6k views

  49. Prior terminated plan for vesting purposes under 5 year rule.

    By Jakyasar,
    • 1 reply
    • 659 views

  50. What are the issues when a company would like to include non-U.S. citi

    By John A,
    • 1 reply
    • 1.5k views
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