Retirement Plans in General

5,331 topics in this forum

1. Combo plan deduction issues

   By Jakyasar, May 23
   • 2 replies
   • 71 views
   • 
   • Lou S.
   • Friday at 09:16 PM

2. Ineligible Assets - Audit Info

   By RestAssured, Tuesday at 01:59 PM
   • 2 replies
   • 70 views
   • 
   • Paul I
   • Tuesday at 03:44 PM

3. Tricky Distribution Issue

   By Molgilny89, May 25
   • 3 replies
   • 331 views
   • 
   • rocknrolls2
   • May 26

4. Paying plan fees with plan assets

   By SSRRS, May 24
   • 3 replies
   • 221 views
   • 
   • truphao
   • May 25

5. Startup Auto Enroll Tax Credit - Owner and Spouse Only Plan

   By Pensions2020, May 23
   • 6 replies
   • 174 views
   • 
   • Peter Gulia
   • May 24

6. Interesting eligibility question

   By Belgarath, May 16
   • 8 replies
   • 213 views
   • 
   • MsKitty
   • May 19

7. Spouse is Non-US citizen

   By Santo Gold, May 17
   • 3 replies
   • 302 views
   • 
   • fmsinc
   • May 17

8. Contributions received for unenrolled individual with participating employer - Can we return [all] funds to employer?

   By KaJay, May 17
   • 0 replies
   • 66 views
   • 
   • KaJay
   • May 17

9. Applying for Waiver of Penalties/Interest for late-filed 5330s

   By Jeff Kirtner, May 15
   • 0 replies
   • 138 views
   • 
   • Jeff Kirtner
   • May 15

10. Are lawsuits against retirement plan fiduciaries few in proportion to the number of plans?

    By Peter Gulia, May 10
    • 6 replies
    • 192 views
    • 
    • Paul I
    • May 11

11. Is a post-retirement commission plan an ERISA plan?

    By HCE, May 8
    • 4 replies
    • 207 views
    • 
    • rocknrolls2
    • May 10

12. VCP Submission Backlog? 11 months and counting?

    By Jaeded, May 2
    • 2 replies
    • 176 views
    • 
    • Barbara
    • May 4

13. Plan administrator sent me my first annual 409A plan distribution a year too early

    By RayJJohnsonJr, April 21
    • 3 replies
    • 148 views
    • 
    • RayJJohnsonJr
    • May 2

14. Contribution funding and tax return extensions

    By JPIngold, April 20
    • 9 replies
    • 458 views
    • 
    • Paul I
    • May 1

15. Would a halt to rulemaking and guidance matter for retirement plans?

    By Peter Gulia, April 27   

    • government shutdown
    • 6 replies
    • 304 views
    • 
    • Paul I
    • April 28

16. For an ASPPA Member who is a recordkeeper’s employee, who is her Principal?

    By Peter Gulia, April 24
    • 6 replies
    • 238 views
    • 
    • Paul I
    • April 26

17. Trust accounting for a pooled plan

    By Bird, April 24
    • 6 replies
    • 265 views
    • 
    • Nate S
    • April 26

18. LTPT question

    By pmacduff, April 24
    • 0 replies
    • 160 views
    • 
    • pmacduff
    • April 24

19. Retroactive Change to Plan Year

    By Below Ground, April 18
    • 10 replies
    • 381 views
    • 
    • Bri
    • April 21

20. TPA Sample Forms

    By AmyETPA, April 19
    • 1 reply
    • 162 views
    • 
    • Paul I
    • April 20

21. "Difficulty of Care Payments" under IRC 131(c)(1)

    By Belgarath, April 19
    • 0 replies
    • 151 views
    • 
    • Belgarath
    • April 19

22. Pension calculation for two Schedule C's

    By Vinny, May 4, 2021
    • 13 replies
    • 663 views
    • 
    • Vinny
    • April 16

23. Split plan to avoid audit

    By bzorc, April 7
    • 3 replies
    • 507 views
    • 
    • pmacduff
    • April 13

24. Is schedule F equal to schedule C

    By Jakyasar, April 8
    • 5 replies
    • 276 views
    • 
    • Dare Johnson
    • April 10

25. SEPs

    By TD, April 6
    • 1 reply
    • 208 views
    • 
    • CuseFan
    • April 6