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Retirement Plans in General

5,753 topics in this forum

  1. Coverage Question - OEE Entry Dates

    By Gilmore,
    • 1 reply
    • 763 views

  2. Deduction Limits & Annual Additions

    By Guest LVelleman,
    • 1 reply
    • 1.4k views

  3. OmniPlus and OmniPlan

    By Guest ameet,
    • 1 reply
    • 5.5k views

  4. IRS Audit

    By Lou S.,
    • 1 reply
    • 1.3k views

  5. (yet another) 401(a) 5 question

    By BG5150,
    • 1 reply
    • 901 views

  6. Foreign Affiliate and Compensation

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

  7. Same testing method for 401a4 and 410b?

    By AlbanyConsultant,
    • 1 reply
    • 745 views

  8. Transfer of Plan assets

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

  9. Small Employer Startup Tax Credits

    By perkinsran,
    • 1 reply
    • 1.4k views

  10. Multiple Employer Plan

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

  11. Statutory Employee

    By J Simmons,
    • 1 reply
    • 1k views

  12. Permissively Aggregate with a Union Plan

    By Oh so SIMPLE,
    • 1 reply
    • 908 views

  13. Controlled Group/Employee Status

    By TPAVP,
    • 1 reply
    • 803 views

  14. Termination of an Abandoned Plan by a third-party bank as custodian???

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

  15. Late Adoption of Cycle 3 Restatement

    By Lauren0507,
    • 1 reply
    • 1.1k views

  16. 401k or 403b for small (but growing) nfp

    By Guest spoon,
    • 1 reply
    • 924 views
    • Guest
    • Guest

  17. Bonding Requirements

    By Guest DuChamp,
    • 1 reply
    • 850 views

  18. 1099R filing date with IRS

    By thepensionmaven,
    • 1 reply
    • 449 views

  19. Calculating earnings--fees?

    By BG5150,
    • 1 reply
    • 399 views

  20. Credit for State of Maryland Pick up contribution

    By Godswill O. Uche,
    • 1 reply
    • 537 views

  21. HCE deferred in excess of 402g limit - does it affect ABPT testing?

    By Jakyasar,
    • 1 reply
    • 2.3k views

  22. Must prior service be credited after spinoff?

    By John A,
    • 1 reply
    • 1.6k views

  23. Master Lists for Prototype Plans

    By katieinny,
    • 1 reply
    • 1.1k views

  24. top heavy plan

    By eilano,
    • 1 reply
    • 1.3k views

  25. Proposed 60-day extension of the applicability date of the Fiduciary rule and PTEs

    By RatherBeGolfing,
    • 1 reply
    • 368 views

  26. beneficiary accounts - count in TH test?

    By AlbanyConsultant,
    • 1 reply
    • 623 views

  27. Top Heavy Question

    By BG5150,
    • 1 reply
    • 510 views

  28. EXPRO?

    By Guest CABatty,
    • 1 reply
    • 2.2k views

  29. How does one find out the identity of the applicant in a private lette

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

  30. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold,
    • 1 reply
    • 680 views

  31. 404(c) compliant?

    By Guest TrustMe401k,
    • 1 reply
    • 1.7k views

  32. Employer sold part of business and wants to establish new plan effective mid-year for just the remaining three employees. How to test for 410(b) etc.?

    By Guest tkay,
    • 1 reply
    • 876 views
    • Guest
    • Guest

  33. tax credit for small businesses

    By Guest dubya,
    • 1 reply
    • 1.1k views

  34. "Amended" Prototype: When to file for a determination letter?

    By Scott,
    • 1 reply
    • 1.4k views

  35. Are Rollover Contributions Eligible for an n-plan Roth Rollover?

    By Briandfox,
    • 1 reply
    • 743 views

  36. Pension Payment of Retiree Medical Premiums

    By Just Me,
    • 1 reply
    • 918 views

  37. Sole Prop to C-corp - amend or terminate plan?

    By Guest haydenks,
    • 1 reply
    • 1.8k views

  38. Does SECURE apply to plans after they terminate?

    By roy819,
    • 1 reply
    • 774 views

  39. key ee in 2 cos., $30,000 in 2 MP plan?

    By Earl,
    • 1 reply
    • 1.4k views

  40. Employee rehired after 11 years

    By katieinny,
    • 1 reply
    • 1k views

  41. Pension Plan Merger

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

  42. Can partner participant write a personal check for discretionary PSP c

    By Moe Howard,
    • 1 reply
    • 1.5k views

  43. Excluded classes and 401(a)(4) Testing

    By Cynchbeast,
    • 1 reply
    • 2k views

  44. controlled group coverage exception

    By Santo Gold,
    • 1 reply
    • 1.1k views

  45. Nondiscrimination - amounts testing

    By Guest JM123,
    • 1 reply
    • 1.2k views

  46. Has Anyone Seen a Copy of Legislative Text of New Coronavirus Relief Bill?

    By rocknrolls2,
    • 1 reply
    • 435 views

  47. ERISA and Binding arbitration

    By Guest pbayl10,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  48. top heavy or not top heavy?

    By Santo Gold,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  49. Defining Compensation

    By Guest Dash02,
    • 1 reply
    • 1.1k views

  50. Money Purchase Pension Plan

    By Nassau,
    • 1 reply
    • 1k views
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