Retirement Plans in General

4,698 topics in this forum

1. Plan sponsor changes name and plan name in middle of plan year

   By pgold, Thursday at 06:40 PM
   • 4 replies
   • 122 views
   • 
   • Larry Starr
   • Friday at 10:02 PM

2. Integrated/Top Heavy with shmt and disc match

   By Lou81, Friday at 12:47 PM
   • 3 replies
   • 74 views
   • 
   • Lou S.
   • Friday at 05:56 PM

3. Terminated 401(k) plan

   By Cynchbeast, Thursday at 11:31 PM
   • 1 reply
   • 74 views
   • 
   • ratherbereading
   • Friday at 12:35 PM

4. Large plan audit

   By Cynchbeast, Thursday at 07:49 PM
   • 2 replies
   • 105 views
   • 
   • Bill Presson
   • Thursday at 10:00 PM

5. Form 8822-B Poll

   By RatherBeGolfing, Tuesday at 05:04 PM   

   • 8822-b
   • 8 replies
   • 264 views
   • 
   • DMcGovern
   • Thursday at 07:25 PM

6. Short Plan Year and prorated limits

   By perplexedbypensions, Wednesday at 03:59 PM
   • 3 replies
   • 134 views
   • 
   • perplexedbypensions
   • Wednesday at 10:23 PM

7. Tax credit for startup plans

   By AS TPA, Wednesday at 06:41 PM
   • 3 replies
   • 110 views
   • 
   • RatherBeGolfing
   • Wednesday at 08:59 PM

8. Form 8822-B

   By Belgarath, January 10
   • 9 replies
   • 223 views
   • 
   • Mike Preston
   • Wednesday at 02:15 AM

9. Permanent Opt-Out Form

   By bzorc, January 13
   • 0 replies
   • 150 views
   • 
   • bzorc
   • January 13

10. New Form 1065 K-1 split box 4

    By Earl, January 10
    • 0 replies
    • 77 views
    • 
    • Earl
    • January 10

11. SECURE Act - Withdrawals for Birth or Adoption

    By Gilmore, January 6
    • 11 replies
    • 409 views
    • 
    • Dobber
    • January 9

12. SECURE ACT-IRA for over 70 1/2 receiving RMD

    By rhb401, January 8
    • 4 replies
    • 200 views
    • 
    • rhb401
    • January 9

13. contribution for partial plan termination - retesting?

    By M Norton, January 7   

    • partial plan termination
    • corrective contribution
    • (and 1 more)

      Tagged with:

      • partial plan termination
      • corrective contribution
      • retesting
    • 1 reply
    • 160 views
    • 
    • Kevin C
    • January 7

14. SECURE Act related

    By Jakyasar, December 31, 2019
    • 22 replies
    • 692 views
    • 
    • Larry Starr
    • January 3

15. SECURE ACT First RMD already started prior to 72

    By MaryOKTPA, January 3
    • 4 replies
    • 391 views
    • 
    • Larry Starr
    • January 3

16. Excise Tax on NonDeductible Contributions

    By PensionPro, December 24, 2019
    • 1 reply
    • 251 views
    • 
    • Luke Bailey
    • December 26, 2019

17. SECURE ACT attached to 2020 appropriations bill

    By RatherBeGolfing, December 16, 2019
    • 7 replies
    • 448 views
    • 
    • RatherBeGolfing
    • December 20, 2019

18. Changing vesting basis time

    By BG5150, December 16, 2019
    • 1 reply
    • 221 views
    • 
    • Larry Starr
    • December 17, 2019

19. Vested Acct Bal after partial withdrawal?

    By BG5150, December 11, 2019
    • 7 replies
    • 459 views
    • 
    • BG5150
    • December 13, 2019

20. Deferred Compensation - Used for contributions or not?

    By ldr, December 10, 2019   

    • compensation
    • deduction
    • (and 1 more)

      Tagged with:

      • compensation
      • deduction
      • contribution
    • 4 replies
    • 288 views
    • 
    • ldr
    • December 13, 2019

21. Investment Advisory Fees

    By bzorc, December 12, 2019
    • 5 replies
    • 261 views
    • 
    • Bird
    • December 13, 2019

22. FIS - Relius Indemnification Clauses

    By D.J. Simonetti, December 6, 2019
    • 2 replies
    • 287 views
    • 
    • D.J. Simonetti
    • December 7, 2019

23. Credit for State of Maryland Pick up contribution

    By Godswill O. Uche, December 6, 2019
    • 1 reply
    • 218 views
    • 
    • Larry Starr
    • December 6, 2019

24. plan takeover with pooled investments

    By thepensionmaven, December 5, 2019
    • 5 replies
    • 257 views
    • 
    • Larry Starr
    • December 6, 2019

25. EPCRS, Perhaps SCP for Situations Where a Person Who Had Attained Participant Status Received an Allocation Though Lacking Sufficient Hours of Service to Receive an Allocation

    By Bumppo23, December 4, 2019   

    • epcrs
    • vcp
    • (and 7 more)

      Tagged with:

      • epcrs
      • vcp
      • scp
      • self-correction program
      • allocation
      • hours of service
      • amendment
      • retroactive amendment
      • requirement for receiving an allocation
    • 1 reply
    • 245 views
    • 
    • Larry Starr
    • December 5, 2019