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Retirement Plans in General

5,753 topics in this forum

  1. design and philosophy of benefit plan

    By Guest wex4,
    • 1 reply
    • 2.7k views
    • Guest
    • Guest

  2. EIN requested w/wrong address-file f8822b or get new EIN?

    By TPApril,
    • 1 reply
    • 2.9k views

  3. Incorrect TIN

    By Guest nipa,
    • 1 reply
    • 1.3k views

  4. DL expiration date and post-change filing cycle

    By SavingsRUS,
    • 1 reply
    • 1k views

  5. Prohibited transaction - Children?

    By Lynn Campbell,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  6. Plan covers employees of several members of controlled group, includin

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

  7. 1099 employee/attorney - controlled group?

    By TPApril,
    • 1 reply
    • 1.1k views

  8. SECURE 2.0 RMD EXCISE TAX

    By JJP04262017,
    • 1 reply
    • 456 views

  9. Top Heavy Minimums

    By perkinsran,
    • 1 reply
    • 1.4k views

  10. After Tax Contributions

    By perkinsran,
    • 1 reply
    • 825 views

  11. 5500Q - Can you revoke a 5500 and file a 5500 C/R instead?

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

  12. When 415 excesses are returned, is a 5330 required?

    By John A,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  13. DOL ERISA audit looming

    By Guest Troy S.,
    • 1 reply
    • 1.3k views

  14. Status of Fee Disclosure Regs

    By Laura Harrington,
    • 1 reply
    • 1.5k views

  15. Replacement of pension plans with personal retirement accounts.

    By Guest cebrooks,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  16. H.R. 4152 & S. 2249 ? SMART ?

    By Guest ERead,
    • 1 reply
    • 2.6k views

  17. States set policy, too.

    By Guest Franklin Evans,
    • 1 reply
    • 2.3k views

  18. Layed off employees - when do they enter a plan that has a 6 month ser

    By Guest michaelv,
    • 1 reply
    • 1.3k views

  19. 415 limit $35,000 or $40,000?

    By Lynn Campbell,
    • 1 reply
    • 1.4k views
    • MGB
    • MGB

  20. Sole Proprietor Compensation

    By PensionPro,
    • 1 reply
    • 1.6k views

  21. Restate trust agreement when submitting determination letter?

    By benefitsguru,
    • 1 reply
    • 955 views

  22. Have Special VCP Fees under Rev. Proc. 2016-8?

    By Briandfox,
    • 1 reply
    • 732 views

  23. ERISA on-line

    By Guest RS Vatalaro,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  24. To what extent should the following reg that has not been updated be u

    By John A,
    • 1 reply
    • 1.3k views

  25. ASG summary for the non-pension person?

    By AlbanyConsultant,
    • 1 reply
    • 591 views

  26. Is severance pay included or excluded under each safe-harbor definitio

    By John A,
    • 1 reply
    • 2.6k views
    • Alf
    • Alf

  27. PEO Spinoff

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

  28. top heavy db-dc combo

    By Tom Poje,
    • 1 reply
    • 998 views

  29. What's the best "integration level" for a plain, integrated profit-sharing plan?

    By Dave Baker,
    • 1 reply
    • 553 views

  30. Hardship Withdrawal

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

  31. MEP - Testing question - 1st year with NHCE in participating employer

    By Megandps,
    • 1 reply
    • 703 views
    • Bri
    • Bri

  32. Controlled Group and Coverage

    By perkinsran,
    • 1 reply
    • 1.4k views

  33. More on excluded classes

    By Cynchbeast,
    • 1 reply
    • 714 views

  34. Proposed Regulations under Section 411(d)(6)

    By Guest Tom Maloney,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  35. Combo plan testing related

    By Jakyasar,
    • 1 reply
    • 1.3k views

  36. Are forfeiture restorations counted as employer contriubtions for any

    By John A,
    • 1 reply
    • 1.5k views

  37. Question on Defined Benefit Plan ...

    By Guest dd50,
    • 1 reply
    • 910 views

  38. Roth deferrals mid-year. Should participants submit updated deferral agreements?

    By Pat Crum,   
    • 1 reply
    • 727 views

  39. Reimbursement of Expenses to Employer-in next Plan Year?

    By Guest dlm,
    • 1 reply
    • 1.4k views

  40. Retirement Health Plans - SPDs

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

  41. Form 5330

    By Guest SPOT,
    • 1 reply
    • 1.2k views

  42. 404(c) language in a Summary Plan Description

    By katieinny,
    • 1 reply
    • 1.7k views

  43. Two Plans Within A Controlled Group

    By mming,
    • 1 reply
    • 1.2k views

  44. EGTRRA, PPA, etc.

    By SMB,
    • 1 reply
    • 963 views

  45. Controlled group, two sole props; what's the 25% limit

    By BG5150,
    • 1 reply
    • 2.4k views

  46. Pre-approved plan restatements

    By Belgarath,
    • 1 reply
    • 893 views

  47. How do I apply IRC 411(a)(11)(A) for MEPs

    By Purplemandinga,
    • 1 reply
    • 509 views

  48. Profit Sharing as Compensation

    By Guest Blythe Patterson,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  49. Gateway related

    By Jakyasar,
    • 1 reply
    • 996 views

  50. 2 DC Plans

    By mming,
    • 1 reply
    • 1.4k views
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