Retirement Plans in General

4,888 topics in this forum

1. Combo testing for plans with different nra

   By Tedterrific, 14 hours ago   

   • testing questions
   • 2 replies
   • 15 views
   • 
   • C. B. Zeller
   • 13 hours ago

2. Coronavirus-Related Distribution and Top Heavy

   By Gilmore, 18 hours ago
   • 1 reply
   • 23 views
   • 
   • Lou S.
   • 17 hours ago

3. Is this a partial termination

   By Jakyasar, 20 hours ago
   • 0 replies
   • 18 views
   • 
   • Jakyasar
   • 20 hours ago

4. counting prior service for eligibility

   By Jakyasar, Wednesday at 06:13 PM
   • 1 reply
   • 51 views
   • 
   • Jakyasar
   • 22 hours ago

5. Good Ole' FDP

   By jsample, Monday at 04:31 PM
   • 8 replies
   • 153 views
   • 
   • AMDG
   • Tuesday at 10:16 PM

6. Plan Termed, Partic is getting a divorce

   By BG5150, November 25
   • 15 replies
   • 314 views
   • 
   • Peter Gulia
   • Monday at 01:02 PM

7. 415 reduction for overlapping plan years

   By AlbanyConsultant, November 19
   • 8 replies
   • 148 views
   • 
   • Luke Bailey
   • November 24

8. changing address for TIN?

   By AlbanyConsultant, November 24
   • 2 replies
   • 106 views
   • 
   • Belgarath
   • November 24

9. safe harbor plans joining PEPs mid year

   By mattmc82, November 23
   • 3 replies
   • 173 views
   • 
   • Alonzo Church
   • November 24

10. substantial and recurring contributions

    By Scuba 401, March 16, 2018
    • 11 replies
    • 904 views
    • 
    • Belgarath
    • November 24

11. TIN obtained before plan is set up

    By Jakyasar, November 20
    • 4 replies
    • 132 views
    • 
    • Jakyasar
    • November 20

12. 501 hour exclusion

    By Bird, November 18
    • 7 replies
    • 290 views
    • 
    • MWeddell
    • November 20

13. Document fee for the first year of the plan

    By Jakyasar, November 19
    • 4 replies
    • 191 views
    • 
    • MWeddell
    • November 20

14. ASG analysis - part of "start-up costs" for credit?

    By AlbanyConsultant, November 18
    • 0 replies
    • 67 views
    • 
    • AlbanyConsultant
    • November 18

15. Prohibited Transaction Issue?

    By Buckoosier, November 11
    • 1 reply
    • 144 views
    • 
    • Luke Bailey
    • November 18

16. Needs enlightenment

    By Mermaid, November 17
    • 1 reply
    • 152 views
    • 
    • Lou S.
    • November 17

17. after-tax employee contributions

    By Santo Gold, November 16
    • 3 replies
    • 192 views
    • 
    • Santo Gold
    • November 16

18. 410(b) and determination letters

    By AndyH, November 12
    • 2 replies
    • 152 views
    • 
    • AndyH
    • November 16

19. Constructive Ownership/Spousal attribution

    By TPApril, November 14
    • 3 replies
    • 161 views
    • 
    • Bill Presson
    • November 16

20. combo plan testing - gateway requirement

    By Jakyasar, November 13
    • 3 replies
    • 151 views
    • 
    • Mr Bagwell
    • November 13

21. Control Group ... confirmation

    By K-t-F, November 12
    • 10 replies
    • 223 views
    • 
    • CuseFan
    • November 13

22. Can you exclude H-2A employees as a class?

    By Belgarath, November 11
    • 5 replies
    • 234 views
    • 
    • RTM
    • November 12

23. Force-out question

    By BG5150, November 12
    • 8 replies
    • 268 views
    • 
    • MWeddell
    • November 12

24. Final Form SSA for Plan Termination

    By CRBarnard, November 11
    • 2 replies
    • 168 views
    • 
    • mwyatt
    • November 11

25. SH 4% switching to 3%

    By Jakyasar, November 11
    • 3 replies
    • 138 views
    • 
    • JackS
    • November 11