Retirement Plans in General

5,761 topics in this forum

1. Break in Service

   By Basically, September 13, 2023
   • 3 replies
   • 2.5k views
   • 
   • Basically
   • September 13, 2023

2. PBGC Coverage determination - an interesting one

   By Jakyasar, September 11, 2023
   • 1 reply
   • 626 views
   • 
   • Luke Bailey
   • September 12, 2023

3. Solo 401k, never filed 5500

   By Jakyasar, September 12, 2023
   • 2 replies
   • 678 views
   • 
   • Jakyasar
   • September 12, 2023

4. Which 5500? EZ or SF?

   By truphao, September 12, 2023
   • 1 reply
   • 681 views
   • 
   • RatherBeGolfing
   • September 12, 2023

5. Contribution deadline extensions for disasters

   By Belgarath, September 7, 2023
   • 2 replies
   • 614 views
   • 
   • Belgarath
   • September 12, 2023

6. None PBGC PLAN filing for StandRd termination?

   By CKocher, September 10, 2023
   • 2 replies
   • 446 views
   • 
   • david rigby
   • September 11, 2023

7. New Jersey deduction for self employed individuals

   By Bird, June 14, 2023
   • 7 replies
   • 9.6k views
   • 
   • Bird
   • September 11, 2023

8. Should form SF be filed after divorce with a owner and spouse plan?

   By CKocher, September 10, 2023
   • 5 replies
   • 717 views
   • 
   • Peter Gulia
   • September 11, 2023

9. One participant plan if it used to cover none owned

   By CKocher, September 6, 2023
   • 4 replies
   • 538 views
   • 
   • CKocher
   • September 10, 2023

10. Revisiting 2% ownership for an s-corp for 5500-EZ filing

    By Jakyasar, September 4, 2023
    • 1 reply
    • 849 views
    • 
    • RatherBeGolfing
    • September 4, 2023

11. SECURE 2.0 increase to cashout limit for forced distributions

    By Belgarath, August 23, 2023
    • 6 replies
    • 3.4k views
    • 
    • MoJo
    • August 31, 2023

12. RMD to surviving spouse that is current employee

    By M_2015, August 28, 2023
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 30, 2023

13. Deduction taken before document is done and tax return is filed without extension

    By Jakyasar, August 24, 2023
    • 10 replies
    • 649 views
    • 
    • Jakyasar
    • August 26, 2023

14. Controlled Group - Offer of Benefits

    By waid10, August 23, 2023
    • 2 replies
    • 1.3k views
    • 
    • Roycal
    • August 25, 2023

15. Just Another Senior Moment

    By thepensionmaven, August 18, 2023
    • 4 replies
    • 627 views
    • 
    • thepensionmaven
    • August 22, 2023

16. Single member, 2 businesses - SEP IRA... 401(k)

    By Basically, August 11, 2023
    • 8 replies
    • 1.7k views
    • 
    • Paul I
    • August 16, 2023

17. Cb/DC combo gateway or not for otherwise excludable employees

    By Jakyasar, August 11, 2023
    • 6 replies
    • 757 views
    • 
    • Jakyasar
    • August 14, 2023

18. Fees being treated as a "forfeiture"

    By Belgarath, August 8, 2023
    • 5 replies
    • 835 views
    • 
    • Paul I
    • August 10, 2023

19. Client overstepped their bounds

    By Basically, August 2, 2023
    • 11 replies
    • 898 views
    • 
    • Basically
    • August 4, 2023

20. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath, August 2, 2023
    • 2 replies
    • 636 views
    • 
    • Roycal
    • August 3, 2023

21. Sharing of Pension Fund Information with Affiliated Union

    By Robert B, August 2, 2023
    • 3 replies
    • 637 views
    • 
    • david rigby
    • August 2, 2023

22. Trustee types and who signs

    By TPApril, July 27, 2023
    • 5 replies
    • 2.7k views
    • 
    • QDROphile
    • August 1, 2023

23. Liability signing on EFAST

    By Cynchbeast, August 1, 2023
    • 3 replies
    • 672 views
    • 
    • Peter Gulia
    • August 1, 2023

24. Professional Associations

    By Lucky32, July 24, 2023
    • 5 replies
    • 1.1k views
    • 
    • Lucky32
    • July 26, 2023

25. Locating Missing or Deceased Participants of a Plan - Locator Services

    By DMincevich, July 24, 2023
    • 3 replies
    • 1.3k views
    • 
    • Pam Shoup
    • July 26, 2023

26. Have never run into this in 30 years

    By Dougsbpc, July 7, 2023
    • 6 replies
    • 989 views
    • 
    • Paul I
    • July 25, 2023

27. Retaining required forms in hard copy

    By Belgarath, July 21, 2023
    • 0 replies
    • 270 views
    • 
    • Belgarath
    • July 21, 2023

28. Net c is lower than expected for a new 401k plan

    By Jakyasar, July 20, 2023
    • 5 replies
    • 520 views
    • 
    • Lou S.
    • July 20, 2023

29. Fidelity Investments - Contact Info

    By 415 Limit, July 6, 2023
    • 4 replies
    • 6.9k views
    • 
    • Paul I
    • July 20, 2023

30. Helping Client Choose ERISA Bond Coverage

    By Basically, July 10, 2023
    • 6 replies
    • 1.1k views
    • 
    • Basically
    • July 17, 2023

31. Key/top heavy

    By Belgarath, July 14, 2023
    • 2 replies
    • 451 views
    • 
    • Belgarath
    • July 14, 2023

32. Correction on Missed Deferrals

    By CTCKOH, July 10, 2023
    • 3 replies
    • 840 views
    • 
    • Paul I
    • July 13, 2023

33. E-File authorizations for DFVC filings

    By Cynchbeast, July 9, 2023
    • 3 replies
    • 601 views
    • 
    • Paul I
    • July 12, 2023

34. Successor plan technicality

    By Bri, July 11, 2023
    • 2 replies
    • 430 views
    • 
    • Bri
    • July 11, 2023

35. To Amend or Not to Amend

    By thepensionmaven, July 10, 2023
    • 4 replies
    • 663 views
    • 
    • Dare Johnson
    • July 10, 2023

36. Can the attorney fee be paid after rollover

    By Jakyasar, July 6, 2023
    • 1 reply
    • 571 views
    • 
    • Peter Gulia
    • July 6, 2023

37. PS correction not counting towards annual addition?

    By AlbanyConsultant, July 3, 2023
    • 1 reply
    • 544 views
    • 
    • FORMER ESQ.
    • July 3, 2023

38. Should service providers ask plan sponsors whether one wants to change the required beginning date applicable age?

    By Peter Gulia, June 23, 2023
    • 6 replies
    • 887 views
    • 
    • Peter Gulia
    • June 24, 2023

39. Excluding part-time hourly employees

    By truphao, June 22, 2023
    • 10 replies
    • 2.4k views
    • 
    • truphao
    • June 23, 2023

40. SECURE 2.0 RMD EXCISE TAX

    By JJP04262017, June 21, 2023
    • 1 reply
    • 462 views
    • 
    • FORMER ESQ.
    • June 21, 2023

41. "Unenrolled Participant" Annual Reminder Notice

    By Belgarath, June 19, 2023
    • 13 replies
    • 1.9k views
    • 
    • TPABob
    • June 20, 2023

42. The 1099 Employee question...

    By Basically, June 14, 2023
    • 6 replies
    • 1.2k views
    • 
    • Basically
    • June 20, 2023

43. non-union pay for union employees?

    By AlbanyConsultant, June 16, 2023
    • 6 replies
    • 2k views
    • 
    • AlbanyConsultant
    • June 19, 2023

44. Name of the Investor on K-1

    By thepensionmaven, June 5, 2023
    • 24 replies
    • 1.2k views
    • 
    • Bird
    • June 19, 2023

45. LTPT question

    By pmacduff, April 24, 2023
    • 2 replies
    • 828 views
    • 
    • pmacduff
    • June 14, 2023

46. Is 2 year wait an issue for a new plan?

    By Jakyasar, June 9, 2023
    • 3 replies
    • 454 views
    • 
    • Jakyasar
    • June 12, 2023

47. Paying plan fees with plan assets

    By SSRRS, May 24, 2023
    • 4 replies
    • 1k views
    • 
    • SSRRS
    • June 8, 2023

48. Combo plan deduction issues

    By Jakyasar, May 23, 2023
    • 2 replies
    • 410 views
    • 
    • Lou S.
    • June 2, 2023

49. Ineligible Assets - Audit Info

    By RestAssured, May 30, 2023
    • 2 replies
    • 394 views
    • 
    • Paul I
    • May 30, 2023

50. Startup Auto Enroll Tax Credit - Owner and Spouse Only Plan

    By Pensions2020, May 23, 2023
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • May 24, 2023