Retirement Plans in General

4,662 topics in this forum

1. Required Minimum Distribution Table - 2021 in Excel format

   By imchipbrown, 40 minutes ago
   • 0 replies
   • 2 views
   • 
   • imchipbrown
   • 40 minutes ago

2. Matching Contribution Adjustment

   By mjf06241972, 6 hours ago
   • 1 reply
   • 44 views
   • 
   • ratherbereading
   • 4 hours ago

3. choosing which assets to distribute to HCE

   By M Norton, Friday at 02:29 PM
   • 7 replies
   • 199 views
   • 
   • Bird
   • Yesterday at 02:24 PM

4. Paying fees from plan

   By Cynchbeast, November 5
   • 9 replies
   • 294 views
   • 
   • GBurns
   • Sunday at 04:46 AM

5. Question for those with CPC Designation

   By Madison71, Thursday at 10:06 PM
   • 5 replies
   • 174 views
   • 
   • Bri
   • Friday at 09:25 PM

6. When Are the 2020 COLA Amounts Being Announced?

   By rocknrolls2, November 1
   • 5 replies
   • 251 views
   • 
   • Lois Baker
   • Thursday at 12:06 AM

7. Takeover Amendments and Anti-Cutback Rules

   By ldr, November 1   

   • retirement age
   • annuities
   • (and 1 more)

     Tagged with:

     • retirement age
     • annuities
     • anti-cutback
   • 9 replies
   • 365 views
   • 
   • Kevin C
   • November 6

8. COLA 2020

   By pgold, November 4
   • 4 replies
   • 180 views
   • 
   • Dave Baker
   • November 6

9. projected limits for 2020

   By Tom Poje, June 12
   • 6 replies
   • 1,015 views
   • 
   • Dave Baker
   • November 6

10. IRA RMD included in rollover to 403(b) - Distribute as excess?

    By KaJay, October 31
    • 3 replies
    • 130 views
    • 
    • KaJay
    • October 31

11. Disaster Relief other than 5500's

    By TPApril, October 29
    • 3 replies
    • 155 views
    • 
    • Larry Starr
    • October 31

12. Employee in both union plan and employer plan?

    By digger, October 30
    • 5 replies
    • 217 views
    • 
    • digger
    • October 31

13. K-1 Income and contribution calculations

    By ldr, October 28   

    • llc
    • partnership
    • (and 2 more)

      Tagged with:

      • llc
      • partnership
      • income
      • contributions
    • 7 replies
    • 304 views
    • 
    • ldr
    • October 29

14. EE is 50% business and 50% domestic - plan coverage?

    By Tom, October 28
    • 2 replies
    • 217 views
    • 
    • jpod
    • October 29

15. Target Benefit Plan forfeitures

    By AdKu, October 16
    • 6 replies
    • 508 views
    • 
    • AdKu
    • October 29

16. Closed MEP - Top Paid Group Election question

    By justanotheradmin, October 28
    • 0 replies
    • 85 views
    • 
    • justanotheradmin
    • October 28

17. New 401(k) Plan and Eligibility

    By AJC, October 28
    • 1 reply
    • 150 views
    • 
    • CuseFan
    • October 28

18. CG / ASG?

    By Cloudy, October 25
    • 3 replies
    • 238 views
    • 
    • Cloudy
    • October 25

19. Bond requirements for Key HCEs only

    By Cynchbeast, October 24
    • 2 replies
    • 305 views
    • 
    • Larry Starr
    • October 25

20. Death of Spouse and rollovers

    By thepensionmaven, October 23
    • 2 replies
    • 370 views
    • 
    • thepensionmaven
    • October 23

21. IRS approval of DC documents

    By Belgarath, August 27
    • 2 replies
    • 490 views
    • 
    • FormsRstillmylife
    • October 21

22. controlled group question

    By mariemonroe, October 16
    • 4 replies
    • 237 views
    • 
    • Luke Bailey
    • October 17

23. Audit Fees Paid from the Plan Participant Accounts

    By Pammie57, October 15
    • 6 replies
    • 395 views
    • 
    • Bird
    • October 16

24. Who's the beneficiary?

    By Belgarath, April 9
    • 18 replies
    • 744 views
    • 
    • rocknrolls2
    • October 15

25. Owner participating in plans of several businesses

    By Pammie57, October 14
    • 5 replies
    • 487 views
    • 
    • Kevin C
    • October 14