Retirement Plans in General

4,952 topics in this forum

1. Forced rollovers to separate retirement

   By Purplemandinga, February 22
   • 14 replies
   • 241 views
   • 
   • Planit 401k
   • Saturday at 06:50 PM

2. Loan transferred to qualified replacement plan (QRP)

   By Jakyasar, February 22
   • 5 replies
   • 79 views
   • 
   • Jakyasar
   • Friday at 10:24 PM

3. Controlled Group - vesting

   By Belgarath, Friday at 03:19 PM
   • 3 replies
   • 64 views
   • 
   • david rigby
   • Friday at 07:16 PM

4. Can the Retirement Plans Startup Costs Tax Credit be requested retroactively?

   By rblum50, Friday at 04:14 PM
   • 0 replies
   • 27 views
   • 
   • rblum50
   • Friday at 04:14 PM

5. one partner in partnership wants only alternative investments in 401(k)

   By AJC, February 22
   • 8 replies
   • 140 views
   • 
   • BG5150
   • Wednesday at 03:21 PM

6. Multiple life insurance policies on one individual inside a PS plan

   By pensionadvisor48, February 19
   • 8 replies
   • 164 views
   • 
   • Bird
   • Tuesday at 02:02 PM

7. Safe Harbor contribution not made

   By pam@bbm, February 17
   • 5 replies
   • 183 views
   • 
   • Luke Bailey
   • February 18

8. EE Term'd Prior to Adoption of Plan

   By RestAssured, February 16
   • 1 reply
   • 81 views
   • 
   • CuseFan
   • February 16

9. Plan Term Lost Partic no SSN

   By BG5150, February 8
   • 21 replies
   • 331 views
   • 
   • Kyle - Berwyn Group
   • February 16

10. Granting prior service

    By Belgarath, February 10
    • 6 replies
    • 247 views
    • 
    • Belgarath
    • February 15

11. Alternate Payee Allocation

    By Irmat, February 12
    • 1 reply
    • 85 views
    • 
    • david rigby
    • February 12

12. Different eligibility conditions - discriminatory?

    By Santo Gold, February 5
    • 2 replies
    • 150 views
    • 
    • Bri
    • February 8

13. Traditional IRA transfer to Solo 401k

    By nkaufman, February 5   

    • ira
    • keogh
    • (and 1 more)

      Tagged with:

      • ira
      • keogh
      • 401k
    • 10 replies
    • 154 views
    • 
    • nkaufman
    • February 7

14. ERISA Bond question

    By Scuba 401, February 4
    • 2 replies
    • 138 views
    • 
    • Luke Bailey
    • February 6

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

    By Santo Gold, February 4
    • 9 replies
    • 277 views
    • 
    • Santo Gold
    • February 6

16. Can a plan sponsor terminate a source of the plan?

    By pensiongeek, February 5
    • 3 replies
    • 122 views
    • 
    • EBECatty
    • February 5

17. Beneficiary - divorce and death

    By Lou81, February 1   

    • benficiary
    • qdro
    • 8 replies
    • 303 views
    • 
    • Lauren0507
    • February 3

18. Malware Alert bogus emails

    By ConnieStorer, February 2
    • 1 reply
    • 51 views
    • 
    • Bird
    • February 2

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

    By ESOP Guy, February 1
    • 1 reply
    • 83 views
    • 
    • ESOP Guy
    • February 1

20. 100% Joint and Survivor Pension, beneficiary DOB incorrect

    By LoriLeigh, January 28
    • 11 replies
    • 260 views
    • 
    • FPGuy
    • January 29

21. Top Heavy Question

    By BG5150, January 28
    • 1 reply
    • 116 views
    • 
    • Lou S.
    • January 28

22. Coverage Question - OEE Entry Dates

    By Gilmore, January 28
    • 1 reply
    • 105 views
    • 
    • Mike Preston
    • January 28

23. Employer missed Annual Additions deadline for Profit Sharing

    By pensiongeek, January 28
    • 1 reply
    • 93 views
    • 
    • Mike Preston
    • January 28

24. Participant under threshold to get allocation in 2020; options?

    By AlbanyConsultant, January 14
    • 4 replies
    • 147 views
    • 
    • Mike Preston
    • January 28

25. required minimum distributions

    By Egold, January 9
    • 2 replies
    • 140 views
    • 
    • pensiongeek
    • January 28