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Retirement Plans in General

5,768 topics in this forum

  1. New Plan to me -> Business has Fiscal Year, Plan has Calendar Year

    By Basically,
    • 5 replies
    • 3.5k views

  2. Takeover and deduction related

    By Jakyasar,
    • 4 replies
    • 3.5k views

  3. uncashed pension checks

    By Guest jigpsu100,
    • 4 replies
    • 3.5k views

  4. Hacienda Determination Letters -- Circular Letter 11-10

    By Guest On Hiatus,
    • 1 reply
    • 3.5k views

  5. Compensation Questions

    By Archimage,
    • 22 replies
    • 3.5k views

  6. Eligibility Requirements of age 21 and 2 years of service...requires dual entry dates?

    By Guest Enda80,
    • 5 replies
    • 3.5k views
    • Guest
    • Guest

  7. Information to share on rule of parity application to employees

    By Guest LMalone,
    • 1 reply
    • 3.5k views
    • Guest
    • Guest

  8. Seeking business brokers for medical bill review

    By Guest Diamond Dave,
    • 2 replies
    • 3.5k views
    • Guest
    • Guest

  9. Controlled Groups and S Corp.s

    By Guest LLandau,
    • 0 replies
    • 3.5k views
    • Guest
    • Guest

  10. Is an Employee on Workers' Compensation Treated as an Active Employee

    By Guest Edward McElroy,
    • 3 replies
    • 3.4k views
    • Guest
    • Guest

  11. Usage Of AI/LLM In Benefits Practices

    By RatherBeGolfing,
    • 5 replies
    • 3.4k views

  12. Corporate acquisition/plan termination/415

    By Carol V. Calhoun,
    • 2 replies
    • 3.4k views

  13. Former LTPT vesting credit

    By Belgarath,
    • 3 replies
    • 3.4k views

  14. Where to send the final 1099-R for deceased participant

    By KaJay,
    • 11 replies
    • 3.4k views

  15. Q about vesting computation period for short plan year 10/1/98 - 12/31

    By Guest Kelly R,
    • 6 replies
    • 3.4k views

  16. Participant in more than one plan issues...

    By chris,
    • 15 replies
    • 3.4k views

  17. Years of Service for Amended Vesting Schedule; Periods of Service Seem Barred for the Metric of Service Provided to Allow Participants to Retain the Antecedent Schedule

    By Kent Allard,   
    • 1 reply
    • 3.4k views

  18. "Private" Pension Plans Good Idea or Not?

    By Guest BobParks,
    • 5 replies
    • 3.4k views
    • Guest
    • Guest

  19. Plan Trusts--and the doctrine of merger

    By J Simmons,
    • 4 replies
    • 3.4k views

  20. Coverage Testing on Controlled Group

    By Hokielady,
    • 9 replies
    • 3.4k views

  21. Non-profit controlled group rules - common control question

    By AndrewZ,
    • 0 replies
    • 3.4k views

  22. Top Heavy Testing - Inservice distributions

    By Guest Randy713,
    • 4 replies
    • 3.4k views

  23. Interesting situation - frozen plan?

    By Belgarath,
    • 3 replies
    • 3.4k views

  24. 1.401(a)(4)-11(g) retroactive amendment

    By Belgarath,
    • 11 replies
    • 3.4k views

  25. K-1 Self Employment Earnings

    By Penman2006,
    • 4 replies
    • 3.4k views

  26. How does the 415 limit work with 401a and 457 plans?

    By waid10,
    • 6 replies
    • 3.4k views

  27. Bad Boy Clause

    By Guest taj32z,
    • 5 replies
    • 3.4k views

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

    By TPApril,
    • 1 reply
    • 3.4k views

  29. Excluded class definition

    By SMB,
    • 4 replies
    • 3.4k views

  30. Small 501(c)3 looking to establish Benefit Program

    By Guest Nicholas,
    • 2 replies
    • 3.4k views

  31. Key Employee Determination

    By Gilmore,
    • 11 replies
    • 3.4k views

  32. Full vesting for spinoff plan participants?

    By Guest Susan Keys,
    • 3 replies
    • 3.4k views

  33. Distribution of vested benefit, directly from employer checking accoun

    By Moe Howard,
    • 23 replies
    • 3.4k views

  34. Adopting new profit sharing formula - is there a cutback?

    By PensionPro,
    • 6 replies
    • 3.4k views

  35. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown,
    • 2 replies
    • 3.4k views

  36. Definition of Non-Key Employee & required TH minimum

    By Guest M. Martin,
    • 8 replies
    • 3.4k views

  37. Mandatory distributions - jumping directly from $1,000 to $7,000

    By Belgarath,
    • 6 replies
    • 3.4k views

  38. Include ONE union employee in PS/401k Plan

    By imchipbrown,
    • 9 replies
    • 3.4k views

  39. Controlled group with company owned 100% by ESOP?

    By Belgarath,
    • 5 replies
    • 3.3k views

  40. Is auto-enroll an actual "feature"?

    By Bri,
    • 10 replies
    • 3.3k views

  41. Can Employer Pay Plan Fees for One Participant

    By Guest msxtrme,
    • 20 replies
    • 3.3k views

  42. Must a fiduciary provide a social security number?

    By Belgarath,   
    • 9 replies
    • 3.3k views

  43. Plan Audit No Longer Required

    By 401kSteve,
    • 6 replies
    • 3.3k views

  44. Eliminating benefit options.

    By Guest Kathleen Fouquet,
    • 17 replies
    • 3.3k views

  45. 1979 PBGC Disabled Mortality Table

    By Guest HarveyC,
    • 4 replies
    • 3.3k views

  46. "Sunset Clause"

    By Guest gkaley,
    • 3 replies
    • 3.3k views
    • Guest
    • Guest

  47. Joint DOL Treasury RFI - DC Plan Annuities

    By Guest Tom:,
    • 9 replies
    • 3.3k views

  48. 412 (i) DB plan and Aggregation with DC plan

    By Guest shtoo,
    • 8 replies
    • 3.3k views
    • Guest
    • Guest

  49. Remote notarization

    By Ian,
    • 27 replies
    • 3.3k views

  50. Union benefits non union ee

    By SheilaD,
    • 9 replies
    • 3.3k views
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