Retirement Plans in General

5,750 topics in this forum

1. LLC, taxed as partnership, paying both W-2 and K-1 income to "partners"

   By Belgarath, March 10, 2004
   • 18 replies
   • 52.3k views
   • 
   • Mike Preston
   • July 3, 2017

2. custodian vs trustee

   By Guest thill, November 29, 2006
   • 6 replies
   • 35.2k views
   • 
   • John G
   • February 15, 2013

3. Defined Benefit vs. Defined Contribution - the armwrestling continues! 1 2 3

   By jlf, October 15, 1999
   • 113 replies
   • 31.8k views
   • 
   • Guest
   • April 14, 2003

4. How to get a copy of a Determination Letter from the IRS

   By Lynn Campbell, November 7, 2000
   • 3 replies
   • 25.4k views
   • 
   • Guest
   • May 13, 2009

5. What does "last day employment" mean?

   By Guest CharlieLaur, February 25, 2005
   • 16 replies
   • 23.1k views
   • 
   • mbozek
   • March 8, 2005

6. Bush's pension proposal 1 2

   By Tom Poje, January 31, 2003
   • 93 replies
   • 22.5k views
   • 
   • Fredman
   • February 13, 2003

7. S-corp 2% shareholder health insurance not reported on W-2

   By AlbanyConsultant, February 4, 2020
   • 5 replies
   • 22.2k views
   • 
   • AlbanyConsultant
   • February 11, 2020

8. Is it imperative to have a TRUST EIN?

   By Lori H, January 6, 2009
   • 15 replies
   • 22.2k views
   • 
   • jquazza
   • September 17, 2009

9. What is a master trust?

   By Guest Boilerburm1, May 10, 2006
   • 6 replies
   • 18.9k views
   • 
   • jevd
   • May 12, 2006

10. 401(k) and Profit sharing in a Sub-S corporation for a single owner

    By Guest BruceCM, March 24, 2005
    • 17 replies
    • 16.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 30, 2005

11. Form 1065, Schedule K-1

    By Belgarath, June 8, 2005
    • 7 replies
    • 15.4k views
    • 
    • BeckyMiller
    • June 29, 2005

12. PS 58 costs never reported

    By ombskid, March 22, 2011
    • 5 replies
    • 15.1k views
    • 
    • rcline46
    • March 23, 2011

13. Could a collective trust fund of a bank hold individual group annuity contracts?

    By Guest vantagepension, September 30, 2003
    • 7 replies
    • 14.2k views
    • 
    • alanm
    • September 1, 2004

14. How many times has ERISA been amended?

    By Guest mab, August 5, 2004
    • 11 replies
    • 12.7k views
    • 
    • AndyH
    • September 1, 2004

15. 401k plan wants incl independent contractors

    By Guest Robin A Spooner, October 29, 1998
    • 11 replies
    • 12.4k views
    • 
    • Guest
    • November 21, 1998

16. Employer holding on to my 401k

    By Guest dillybar, February 25, 2008
    • 17 replies
    • 12.4k views
    • 
    • J Simmons
    • June 24, 2008

17. What's the difference between a "common" trust and a "collective" trust?

    By Guest rpreston, May 26, 2003
    • 2 replies
    • 12.2k views
    • 
    • Harwood
    • May 28, 2003

18. Def'n of beneficiary and spousal waiver - in ERISA?

    By AlbanyConsultant, March 27, 2018
    • 25 replies
    • 12.2k views
    • 
    • RatherBeGolfing
    • April 5, 2018

19. 501(c)(18)

    By Guest lskin, August 16, 2006
    • 2 replies
    • 12.1k views
    • 
    • saabraa
    • August 19, 2006

20. Eligibility: Application of Rule of Parity

    By Guest Sieve, October 15, 2010
    • 8 replies
    • 12k views
    • 
    • RPP2001
    • January 21, 2011

21. John Doe MD SC

    By Belgarath, January 20, 2005
    • 13 replies
    • 11.8k views
    • 
    • AndyH
    • January 20, 2005

22. allocated vs unallocated insurance contracts

    By Guest m thom, November 4, 1999
    • 2 replies
    • 11.8k views
    • 
    • BeckyMiller
    • November 8, 1999

23. Form 712 needed for life insurance in plan?

    By Belgarath, June 27, 2005
    • 3 replies
    • 11.8k views
    • 
    • Ron Snyder
    • July 1, 2005

24. 8955-SSA Late Penalty Letters

    By ESOPMomma, August 23, 2023
    • 43 replies
    • 11.5k views
    • 
    • LauraERPA
    • December 5, 2023

25. W-2 vs. 415 Compensation

    By Guest PJW, October 1, 2002
    • 5 replies
    • 11.3k views
    • 
    • Archimage
    • October 3, 2002

26. Power of Attorney for trustee?

    By K2retire, March 29, 2010
    • 8 replies
    • 11.1k views
    • 
    • Ron Snyder
    • April 15, 2010

27. QROPS Anyone

    By Appleby, May 23, 2007
    • 24 replies
    • 10.9k views
    • 
    • Guest
    • August 5, 2011

28. Doesn't anyone understand insurable interest anymore?

    By david rigby, January 20, 2004
    • 11 replies
    • 10.7k views
    • 
    • Kirk Maldonado
    • January 21, 2004

29. Eligiblity & Vesting in a short plan year

    By Guest siegek, March 6, 1999
    • 12 replies
    • 10.6k views
    • 
    • Dowist
    • October 1, 1999

30. Prohibited Transactions

    By Ron Snyder, July 19, 2006
    • 43 replies
    • 10.6k views
    • 
    • KJohnson
    • May 14, 2009

31. GATT RATE

    By Guest LROD, February 5, 2009
    • 2 replies
    • 10.5k views
    • 
    • Guest
    • February 16, 2010

32. 401(k) Loans

    By Guest smill014, August 27, 2008
    • 19 replies
    • 10.2k views
    • 
    • Kevin C
    • August 29, 2008

33. Different Eligibility for Plan Participants

    By suzeq4ever, April 29, 2011
    • 12 replies
    • 10.2k views
    • 
    • Kevin C
    • August 3, 2011

34. Are J-1 Visa Interns and Trainees "Employees" for Retirement Plan purposes?

    By cheersmate, May 9, 2018   

    • student visa
    • interns
    • (and 4 more)

      Tagged with:

      • student visa
      • interns
      • trainees
      • j-1
      • j1
      • j-1 visa
    • 13 replies
    • 10.2k views
    • 
    • Luke Bailey
    • July 24, 2024

35. Severance Pay and Deferrals

    By Guest Tim Howard, May 16, 2000
    • 22 replies
    • 10.1k views
    • 
    • Guest
    • June 1, 2000

36. Company Transaction

    By Guest srwatts, April 12, 2011
    • 1 reply
    • 10.1k views
    • 
    • Guest
    • April 12, 2011

37. Deductibility of contributions for S-Corp

    By Guest TracyAndrews, April 5, 2002
    • 14 replies
    • 9.7k views
    • 
    • Guest
    • April 12, 2002

38. Opinions on "The Pension Answer Book"

    By Guest mrjones, February 27, 2005
    • 45 replies
    • 9.5k views
    • 
    • Effen
    • October 11, 2005

39. Employee Theft

    By pmacduff, October 31, 2007
    • 20 replies
    • 9.5k views
    • 
    • Guest
    • December 28, 2007

40. Can corporate plan sponsor be the named trustee?

    By Guest PSteinhart, July 24, 2003
    • 8 replies
    • 9.5k views
    • 
    • MoJo
    • February 19, 2013

41. Counting hours for salaried employees

    By katieinny, June 24, 2004
    • 13 replies
    • 9.3k views
    • 
    • AndyH
    • June 30, 2004

42. Single Member LLC Start Up

    By Guest nwr1972, February 3, 2007
    • 4 replies
    • 9.3k views
    • 
    • J Simmons
    • February 20, 2007

43. Non US Citizen in 401k plan

    By jmartin, August 17, 2011
    • 3 replies
    • 9.3k views
    • 
    • Guest
    • August 17, 2011

44. Bonuses PAID in 2023 on a 2022 W-2?

    By Belgarath, September 13, 2022
    • 18 replies
    • 9.3k views
    • 
    • Luke Bailey
    • September 15, 2022

45. What are the rules for hardship distributions from profit sharing plan

    By John A, December 6, 1999
    • 5 replies
    • 9.1k views
    • 
    • Mary Kay Foss
    • October 26, 2000

46. New Jersey deduction for self employed individuals

    By Bird, June 14, 2023
    • 7 replies
    • 9k views
    • 
    • Bird
    • September 11, 2023

47. Can A Profit Sharing Plan Continue Once The Employer Retires?

    By Guest fairira, October 29, 2009
    • 25 replies
    • 8.9k views
    • 
    • Guest
    • November 1, 2009

48. 401(a) or FICA / Social Security Alternative Plans

    By Guest sammyg, June 16, 2009
    • 1 reply
    • 8.7k views
    • 
    • eeyore
    • June 18, 2009

49. "Guild" Plans and Multiple-Plan 415 Limits

    By Guest merlin, May 13, 2002
    • 37 replies
    • 8.7k views
    • 
    • Mike Preston
    • May 21, 2002

50. Prenuptial Agreement and Forced Waiver of Spousal Consent

    By Ananda, February 3, 2022
    • 8 replies
    • 8.5k views
    • 
    • Ananda
    • February 15, 2022