Retirement Plans in General

5,064 topics in this forum

1. Contribution Just Realized They Did Not Fund Safe Harbor Match for 2020

   By mjf06241972, 7 hours ago
   • 1 reply
   • 22 views
   • 
   • Lou S.
   • 5 hours ago

2. DC plan has standardized prototype but DB plan has volume submitter

   By Jakyasar, January 12
   • 2 replies
   • 108 views
   • 
   • Jakyasar
   • January 12

3. Husband & wife plan, now divorced

   By BG5150, January 11
   • 1 reply
   • 127 views
   • 
   • Bri
   • January 11

4. Combined plan deduction limit - non-PBGC

   By Jakyasar, January 7
   • 1 reply
   • 113 views
   • 
   • CuseFan
   • January 10

5. Dental practice with 3 plans

   By thepensionmaven, January 5
   • 11 replies
   • 340 views
   • 
   • Elizabeth G
   • January 8

6. Restatement effective 1/1/21, signed in 2022--consequences?

   By BG5150, January 6
   • 4 replies
   • 239 views
   • 
   • rocknrolls2
   • January 7

7. How to find out if TIN was deactivated

   By BG5150, June 9, 2021
   • 4 replies
   • 495 views
   • 
   • WDIK
   • January 6

8. Missing Forms 945 per IRS

   By WDIK, January 6
   • 0 replies
   • 100 views
   • 
   • WDIK
   • January 6

9. Permitted Disparity Language on Statements--New Comp?

   By BG5150, January 6
   • 2 replies
   • 137 views
   • 
   • BG5150
   • January 6

10. Any correlation for contributions when spouses are involved?

    By Jakyasar, January 5
    • 1 reply
    • 121 views
    • 
    • CuseFan
    • January 5

11. 1065 Schedule K-1

    By Belgarath, January 4
    • 2 replies
    • 152 views
    • 
    • Belgarath
    • January 5

12. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr, January 4
    • 10 replies
    • 361 views
    • 
    • RayJJohnsonJr
    • January 5

13. Does plan sponsor need EIN to create a 401k Plan?

    By Santo Gold, February 4, 2021
    • 11 replies
    • 562 views
    • 
    • Bird
    • January 4

14. Spin off from ASG

    By Gilmore, December 28, 2021
    • 1 reply
    • 159 views
    • 
    • Dave Baker
    • January 3

15. In Memoriam: Karen Ferguson, founder of the Pension Rights Center

    By Lois Baker, December 31, 2021
    • 0 replies
    • 104 views
    • 
    • Lois Baker
    • December 31, 2021

16. Where do the terms "ER" and "EE" come from?

    By ESOP Guy, February 1, 2021
    • 2 replies
    • 278 views
    • 
    • BG5150
    • December 29, 2021

17. Changing In-service Withdrawal Conditions--Cutback?

    By BG5150, December 29, 2021
    • 1 reply
    • 220 views
    • 
    • Lou S.
    • December 29, 2021

18. Is an investment advisor who gets no fee an ERISA plan’s fiduciary?

    By Peter Gulia, December 23, 2021
    • 13 replies
    • 391 views
    • 
    • Roycal
    • December 28, 2021

19. Esop 5500 Audit requirements inquiry

    By Tax Cowboy, December 17, 2021   

    • audit
    • esop
    • 6 replies
    • 249 views
    • 
    • Peter Gulia
    • December 27, 2021

20. EBAR formula for permitted disparity

    By BG5150, December 13, 2021
    • 8 replies
    • 355 views
    • 
    • Mike Preston
    • December 24, 2021

21. owner sells assets of company, does not sell his company

    By thepensionmaven, December 17, 2021
    • 9 replies
    • 270 views
    • 
    • shERPA
    • December 22, 2021

22. Qualified replacement plan related - QRP

    By Jakyasar, December 8, 2021
    • 7 replies
    • 264 views
    • 
    • Jakyasar
    • December 22, 2021

23. HCE status determination by attribution

    By Jakyasar, December 15, 2021
    • 9 replies
    • 389 views
    • 
    • Luke Bailey
    • December 21, 2021

24. In-service Roth rollovers--protected benefit?

    By BG5150, December 20, 2021
    • 3 replies
    • 331 views
    • 
    • Bri
    • December 21, 2021

25. Attribution from trust

    By Bird, December 17, 2021
    • 5 replies
    • 206 views
    • 
    • Luke Bailey
    • December 21, 2021