Retirement Plans in General

5,522 topics in this forum

1. setting up a new plan

   By Jakyasar , Thursday at 09:56 PM
   • 0 replies
   • 98 views
   • 
   • Jakyasar
   • Thursday at 09:56 PM

2. when to disregard employee service for eligibility

   By Santo Gold , Tuesday at 12:37 AM
   • 2 replies
   • 225 views
   • 
   • Santo Gold
   • Tuesday at 09:40 PM

3. Legal opinions

   By Belgarath , May 22
   • 8 replies
   • 639 views
   • 
   • fmsinc
   • May 23

4. Employer contribution paid on time but not allocated timely

   By Tom , May 17
   • 2 replies
   • 605 views
   • 
   • Luke Bailey
   • May 17

5. Defined Contribution Plan

   By Eric Hanford , May 11
   • 3 replies
   • 350 views
   • 
   • Luke Bailey
   • May 14

6. Resolution of LLC

   By thepensionmaven , May 3
   • 1 reply
   • 194 views
   • 
   • Lois Baker
   • May 6

7. Is SECURE 2022 law?

   By Peter Gulia , February 28
   • 13 replies
   • 987 views
   • 
   • Peter Gulia
   • May 1

8. LTPT - eligibility period

   By Santo Gold , April 26
   • 3 replies
   • 363 views
   • 
   • Santo Gold
   • April 30

9. RMD from profit sharing plan

   By thepensionmaven , April 29
   • 4 replies
   • 304 views
   • 
   • Paul I
   • April 30

10. Interesting situation re participating employer

    By Belgarath , April 29
    • 3 replies
    • 484 views
    • 
    • Belgarath
    • April 29

11. Rollover into plan before becoming a participant

    By Belgarath , April 26
    • 7 replies
    • 708 views
    • 
    • Belgarath
    • April 29

12. Allocation of Contribution

    By Dougsbpc , April 23
    • 3 replies
    • 340 views
    • 
    • Jakyasar
    • April 24

13. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2 , April 22
    • 6 replies
    • 549 views
    • 
    • Paul I
    • April 24

14. How does one decide whether a distribution happened (or didn’t) if neither side has evidence?

    By Peter Gulia , April 24
    • 2 replies
    • 841 views
    • 
    • Paul I
    • April 24

15. Form 5330 - Electronic Filing (revisited)

    By Lauren0507 , March 15
    • 9 replies
    • 1.4k views
    • 
    • SundanceKid
    • April 24

16. No Payout

    By prjrrr , April 23
    • 3 replies
    • 859 views
    • 
    • TheBoxMan
    • April 24

17. purchasing service credit

    By conniebrazil , April 23
    • 0 replies
    • 216 views
    • 
    • conniebrazil
    • April 23

18. different allocation by location... if it's not in the plan document

    By AlbanyConsultant , April 22
    • 2 replies
    • 361 views
    • 
    • AlbanyConsultant
    • April 23

19. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds , April 22
    • 3 replies
    • 388 views
    • 
    • QDROphile
    • April 22

20. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer , April 17
    • 5 replies
    • 455 views
    • 
    • jsample
    • April 19

21. profit sharing deposit timing

    By Santo Gold , April 18
    • 3 replies
    • 581 views
    • 
    • Santo Gold
    • April 18

22. Foreign owned company wants to recognize service with the parent

    By BG5150 , September 6, 2019
    • 4 replies
    • 1.2k views
    • 
    • KEC79
    • April 17

23. Who can establish a solo 401(k)?

    By Francis , April 10
    • 2 replies
    • 338 views
    • 
    • Francis
    • April 10

24. grandfathering in insurance policy?

    By AlbanyConsultant , April 10
    • 3 replies
    • 361 views
    • 
    • Bill Presson
    • April 10

25. IRS "Made changes" notice

    By Basically , April 9
    • 4 replies
    • 688 views
    • 
    • JRN
    • April 9