Egold

What is the life annuity rate for male age 81 My chart only goes to age 80, Age 80 rate life annuity rate is 68.605 Thanks

Thank you

One other thing do I have to do any amendments to the money purchase plan? No amendments were done since the PPA restatement

Thank you

Can a money purchase plan be merged with a profit sharing plan before 7/31/22, so only one plan must be amended for cycle 3 restatement?

In MA, the pension plan allows participants to retire after 10 years and attaining age 55. If a participant takes a leave of absence due to medical reasons from April through August, can this participant be denied a pension if he decides not to go back to work. The participant completed 10 years of service and age 55 during this time period.

Thank you

Mike Does the IRS assess a penalty removing the non-allowable deferral to the plan?. Client did not know it wasn't allowed. Is it sufficient to withdraw the $26,000 deferral? Must more money be withdrawn? Client wants to leave the money in the plan and not deduct it. What are the consequences for doing this? Thank you so much for all your help

A sole proprietor showing a loss on his Schedule C. Is he allowed to have a 401K deferral. If he can, what is the maximum he can defer?

THANK YOU

plan year end 9/2021 Particiant DOB 2/1/1940 What factor do I use? the old table 17.9 or new table 19.3 to calculate the RMD I am using the plan assets as of 9/30/2021

Thank you. The numbers were for 2022

My concern is this is a 401K plan. I want to make sure that the $33,000 doesn't exceed the 401K limit of $27000 for 2021 Thank you for your help

May a 55 year old participant earns 200,000 (sole participant) May his 2021 contribution be $20,500 deferal 6, 500 catchup 6,000 3% safe harbor Total $33,000 for 2021 Is the 33,000 allowed

It appears to me that if a participant was receiving RMD in 2019, (ex. 70 1/2 factor 27.4) The participant was not required to have a RMD, but for 2021 the factor to calculate RMD for 2021 is 25.6? Is this correct? Or is there a new table for calculation purposes?

Please provide the uniform lifetime table for RMD commencing 2021

Thank you all for your help

Trustee and president of corp., no other officiers DIED wife of trustee can't find assets other people in the plan 5500sf due 10/15 What can I do as the third party admin?

The sole Trustee died. There are employees in the plan. 5500SF due 10/15. Wife of deceased trustee can't find assets. Any suggestions on what I can do (third party admin).

If a client has both a defined benefit plan and a 401K plan. Is the top heavy requirements satisfied by the DB plan if each plan participant annually accrues a benefit of 4% of compensation, The 401k plan has the 3% non elective contribution, but the plan document says the defined benefit plan will satisfy the top heavy minimum?

An employee was excluded from plan. I know they must receive a nonelective employer contribution, but how do you determine the amount? It is also a 3% safe harbor plan, so they get that piece as well.