Retirement Plans in General

5,162 topics in this forum

1. Combo plans - testing age

   By Jakyasar, 8 hours ago
   • 1 reply
   • 18 views
   • 
   • Nate S
   • 7 hours ago

2. Name of Plan in which of two PAs

   By thepensionmaven, Thursday at 05:42 PM
   • 3 replies
   • 52 views
   • 
   • Nate S
   • 7 hours ago

3. Affiliated Service

   By thepensionmaven, Wednesday at 08:45 PM
   • 6 replies
   • 133 views
   • 
   • CuseFan
   • 10 hours ago

4. Days vs Months for eligibility

   By BG5150, June 14
   • 6 replies
   • 190 views
   • 
   • Nate S
   • Thursday at 04:15 PM

5. What is the most efficent way to withhold Federal taxes and remit the withholding to the gov't?

   By RayJJohnsonJr, June 2
   • 12 replies
   • 232 views
   • 
   • BG5150
   • Wednesday at 12:55 PM

6. Target Benefit Plan - 415(c) issue plus possibly incorrect contribution calculation

   By Jakyasar, June 15
   • 5 replies
   • 105 views
   • 
   • Bri
   • Monday at 04:31 PM

7. Losing Anti-alientation status?

   By Pam Shoup, June 15
   • 7 replies
   • 245 views
   • 
   • Luke Bailey
   • June 17

8. Pooled Acct Amend to Allow Dist in Year of Term?

   By AmyETPA, June 13
   • 6 replies
   • 202 views
   • 
   • Nate S
   • June 16

9. Aggregation of Plans Required?

   By Dougsbpc, June 5
   • 2 replies
   • 148 views
   • 
   • CuseFan
   • June 6

10. Hardship for the Purchase of a Primary Residence

    By Barry Levy, May 26
    • 4 replies
    • 324 views
    • 
    • JustSayin
    • June 1

11. Top heavy vs gateway in a combo plan

    By Jakyasar, May 24
    • 6 replies
    • 249 views
    • 
    • Jakyasar
    • May 24

12. Combo plan - 401a4 testing - component testing related

    By Jakyasar, May 18
    • 9 replies
    • 206 views
    • 
    • Jakyasar
    • May 20

13. APR Calculator Workbook

    By C. B. Zeller, February 24
    • 22 replies
    • 757 views
    • 
    • austin3515
    • May 14

14. On July 1, 2022, must spouses’ consents resume physical presence before a notary?

    By Peter Gulia, April 23
    • 6 replies
    • 298 views
    • 
    • Peter Gulia
    • May 13

15. Does a participant/decedent’s creditor go after her retirement plan account?

    By Peter Gulia, May 9
    • 14 replies
    • 583 views
    • 
    • Nate S
    • May 13

16. 410(b)(6) transition period

    By R. Butler, May 10
    • 4 replies
    • 287 views
    • 
    • Ilene Ferenczy
    • May 11

17. 1099 employee/attorney - controlled group?

    By TPApril, May 7
    • 1 reply
    • 228 views
    • 
    • shERPA
    • May 9

18. A Trust as a beneficiary

    By KJames, May 3
    • 6 replies
    • 352 views
    • 
    • Bird
    • May 5

19. ERISA Bond Coverage.... combine bonds?

    By K-t-F, May 2
    • 4 replies
    • 214 views
    • 
    • K-t-F
    • May 3

20. Subject to FICA

    By Santo Gold, April 28
    • 12 replies
    • 465 views
    • 
    • Peter Gulia
    • May 3

21. Waiver of PS due to SSI benefits?

    By BG5150, April 27
    • 3 replies
    • 233 views
    • 
    • Peter Gulia
    • May 1

22. Taxable vacation award--how to deduct 401k?

    By BG5150, April 14
    • 4 replies
    • 346 views
    • 
    • BG5150
    • April 29

23. Fee paid from Owner's account only

    By RaiCMC, April 26
    • 8 replies
    • 365 views
    • 
    • BG5150
    • April 29

24. Only Non-HCE excluded from coverage?

    By Gilmore, April 27
    • 8 replies
    • 273 views
    • 
    • C. B. Zeller
    • April 29

25. Leased Employees from within a controlled group

    By Nate S, April 22
    • 3 replies
    • 226 views
    • 
    • CuseFan
    • April 25