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Retirement Plans in General

5,770 topics in this forum

  1. Which 5500? EZ or SF?

    By truphao,
    • 1 reply
    • 688 views

  2. PBGC Coverage determination - an interesting one

    By Jakyasar,
    • 1 reply
    • 639 views

  3. None PBGC PLAN filing for StandRd termination?

    By CKocher,
    • 2 replies
    • 455 views

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

    By CKocher,
    • 5 replies
    • 734 views

  5. Contribution deadline extensions for disasters

    By Belgarath,
    • 2 replies
    • 623 views

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

    By CKocher,
    • 4 replies
    • 554 views

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

    By Jakyasar,
    • 1 reply
    • 875 views

  8. RMD to surviving spouse that is current employee

    By M_2015,
    • 6 replies
    • 1.4k views

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

    By Jakyasar,
    • 10 replies
    • 662 views

  10. 8955-SSA Late Penalty Letters

    By ESOPMomma,
    • 43 replies
    • 11.7k views

  11. Controlled Group - Offer of Benefits

    By waid10,
    • 2 replies
    • 1.3k views

  12. SECURE 2.0 increase to cashout limit for forced distributions

    By Belgarath,
    • 6 replies
    • 3.6k views

  13. Just Another Senior Moment

    By thepensionmaven,
    • 4 replies
    • 634 views

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

    By Jakyasar,
    • 6 replies
    • 773 views

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

    By Basically,
    • 8 replies
    • 1.8k views

  16. Fees being treated as a "forfeiture"

    By Belgarath,
    • 5 replies
    • 844 views

  17. Sharing of Pension Fund Information with Affiliated Union

    By Robert B,
    • 3 replies
    • 660 views

  18. Client overstepped their bounds

    By Basically,
    • 11 replies
    • 910 views

  19. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath,
    • 2 replies
    • 649 views

  20. Liability signing on EFAST

    By Cynchbeast,
    • 3 replies
    • 680 views

  21. Trustee types and who signs

    By TPApril,
    • 5 replies
    • 2.8k views

  22. Professional Associations

    By Lucky32,
    • 5 replies
    • 1.2k views

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

    By DMincevich,
    • 3 replies
    • 1.3k views

  24. Retaining required forms in hard copy

    By Belgarath,
    • 0 replies
    • 276 views

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

    By Jakyasar,
    • 5 replies
    • 530 views

  26. Key/top heavy

    By Belgarath,
    • 2 replies
    • 462 views

  27. Successor plan technicality

    By Bri,
    • 2 replies
    • 437 views

  28. Correction on Missed Deferrals

    By CTCKOH,
    • 3 replies
    • 862 views

  29. Helping Client Choose ERISA Bond Coverage

    By Basically,
    • 6 replies
    • 1.1k views

  30. To Amend or Not to Amend

    By thepensionmaven,
    • 4 replies
    • 676 views

  31. E-File authorizations for DFVC filings

    By Cynchbeast,
    • 3 replies
    • 623 views

  32. Have never run into this in 30 years

    By Dougsbpc,
    • 6 replies
    • 1k views

  33. Fidelity Investments - Contact Info

    By 415 Limit,
    • 4 replies
    • 7.5k views

  34. Can the attorney fee be paid after rollover

    By Jakyasar,
    • 1 reply
    • 580 views

  35. PS correction not counting towards annual addition?

    By AlbanyConsultant,
    • 1 reply
    • 559 views

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

    By Peter Gulia,
    • 6 replies
    • 903 views

  37. Excluding part-time hourly employees

    By truphao,
    • 10 replies
    • 2.5k views

  38. SECURE 2.0 RMD EXCISE TAX

    By JJP04262017,
    • 1 reply
    • 481 views

  39. "Unenrolled Participant" Annual Reminder Notice

    By Belgarath,
    • 13 replies
    • 2k views

  40. non-union pay for union employees?

    By AlbanyConsultant,
    • 6 replies
    • 2.1k views

  41. New Jersey deduction for self employed individuals

    By Bird,
    • 7 replies
    • 10.3k views
    • Bird
    • Bird

  42. The 1099 Employee question...

    By Basically,
    • 6 replies
    • 1.3k views

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

    By Jakyasar,
    • 3 replies
    • 469 views

  44. Name of the Investor on K-1

    By thepensionmaven,
    • 24 replies
    • 1.2k views

  45. Ineligible Assets - Audit Info

    By RestAssured,
    • 2 replies
    • 399 views

  46. Paying plan fees with plan assets

    By SSRRS,
    • 4 replies
    • 1k views

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

    By Pensions2020,
    • 6 replies
    • 1.2k views

  48. Combo plan deduction issues

    By Jakyasar,
    • 2 replies
    • 419 views

  49. Contributions received for unenrolled individual with participating employer - Can we return [all] funds to employer?

    By KaJay,
    • 0 replies
    • 373 views

  50. Spouse is Non-US citizen

    By Santo Gold,
    • 3 replies
    • 1.5k views
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