Retirement Plans in General

5,018 topics in this forum

1. Lifetime Income Disclosure

   By Remote Kathleen, Wednesday at 09:19 PM
   • 5 replies
   • 171 views
   • 
   • ESOPMomma
   • Thursday at 10:38 PM

2. Profit Sharing Only Plan (no 401(k))

   By Sue B, Monday at 04:34 PM
   • 10 replies
   • 220 views
   • 
   • BG5150
   • Wednesday at 04:46 PM

3. Rev Proc 2021-30

   By thepensionmaven, July 16
   • 6 replies
   • 338 views
   • 
   • Peter Gulia
   • Monday at 06:11 PM

4. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

   By Santo Gold, July 23
   • 1 reply
   • 163 views
   • 
   • Belgarath
   • July 23

5. Single Member 401(k) - Excess Contribution Solution

   By K-t-F, July 20
   • 1 reply
   • 182 views
   • 
   • CuseFan
   • July 20

6. Is this a reasonable class to put in document as a category exclusion?

   By Jakyasar, July 9
   • 2 replies
   • 240 views
   • 
   • Jakyasar
   • July 9

7. Foreign investments in 401(k) Plan

   By Belgarath, June 28
   • 4 replies
   • 344 views
   • 
   • PeterN
   • July 9

8. Short Plan Year BIS

   By ESOP Guy, July 9
   • 2 replies
   • 209 views
   • 
   • ESOP Guy
   • July 9

9. Form 5310 - Electronic Filing

   By mmiller, July 7
   • 0 replies
   • 156 views
   • 
   • mmiller
   • July 7

10. CalSavers

    By Cynchbeast, June 29
    • 2 replies
    • 274 views
    • 
    • Gilmore
    • July 1

11. Can a management group establish a retirement plan?

    By Santo Gold, January 4
    • 4 replies
    • 386 views
    • 
    • C. B. Zeller
    • June 30

12. counting prior service for eligibility

    By Jakyasar, December 2, 2020
    • 7 replies
    • 334 views
    • 
    • Jakyasar
    • June 28

13. Is this a reasonable class to put in document as a category exclusion?

    By Jakyasar, June 24
    • 4 replies
    • 305 views
    • 
    • RatherBeGolfing
    • June 28

14. Combo plans - gateway issues

    By Jakyasar, June 26
    • 1 reply
    • 209 views
    • 
    • Mike Preston
    • June 26

15. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller, June 23
    • 2 replies
    • 355 views
    • 
    • BG5150
    • June 24

16. Terminated participant fees

    By Belgarath, June 15
    • 16 replies
    • 390 views
    • 
    • Luke Bailey
    • June 19

17. For 5330 - Filer Tax Year for Off-Calendar Tax Year

    By PensionPro, June 16
    • 1 reply
    • 237 views
    • 
    • Peter Gulia
    • June 16

18. Projected 2021 limits?

    By Carol V. Calhoun, October 10, 2020
    • 17 replies
    • 797 views
    • 
    • John Feldt ERPA CPC QPA
    • June 14

19. 8955-ssa related

    By Jakyasar, June 10
    • 3 replies
    • 370 views
    • 
    • CarolC
    • June 11

20. Retirement Plan Roles and Industry Compensation Study

    By mlp0816, June 9
    • 1 reply
    • 226 views
    • 
    • Bob the Swimmer
    • June 10

21. Pension calculation for two Schedule C's

    By Vinny, May 4
    • 12 replies
    • 359 views
    • 
    • ConnieStorer
    • June 10

22. How to find out if TIN was deactivated

    By BG5150, June 9
    • 3 replies
    • 310 views
    • 
    • BG5150
    • June 10

23. Distribution made from corporate account

    By Belgarath, June 7
    • 5 replies
    • 396 views
    • 
    • Luke Bailey
    • June 7

24. Final Form SSA for Plan Termination

    By CRBarnard, November 11, 2020
    • 8 replies
    • 472 views
    • 
    • BG5150
    • June 3

25. How to become QKA?

    By John Smith, May 25
    • 9 replies
    • 478 views
    • 
    • BG5150
    • May 28