Retirement Plans in General

5,751 topics in this forum

1. Hopskotch during the year

   By Mike Preston, November 13, 2019
   • 10 replies
   • 1k views
   • 
   • Mike Preston
   • November 25, 2019

2. Extensions due to Terrorist attacks

   By dmb, September 14, 2001
   • 10 replies
   • 2.1k views
   • 
   • Belgarath
   • September 18, 2001

3. Restructuring

   By Belgarath, March 31, 2017
   • 10 replies
   • 1k views
   • 
   • Tom Poje
   • April 4, 2017

4. forfeiture reallocation

   By Lori H, November 4, 2013
   • 10 replies
   • 2.5k views
   • 
   • Guest
   • April 21, 2014

5. Loan in default

   By Earl, November 29, 2008
   • 10 replies
   • 1.7k views
   • 
   • Earl
   • December 2, 2008

6. Sole proprieter owns 2 separate entities

   By R. Butler, September 21, 2010
   • 10 replies
   • 1.7k views
   • 
   • Kevin C
   • September 22, 2010

7. Which is correct entry date

   By dmb, November 7, 2013
   • 10 replies
   • 5.3k views
   • 
   • Tom Poje
   • November 8, 2013

8. Deduction taken before document is done and tax return is filed without extension

   By Jakyasar, August 24, 2023
   • 10 replies
   • 639 views
   • 
   • Jakyasar
   • August 26, 2023

9. Terminating a participant so they can take a distribution

   By Chippy, December 28, 2016
   • 10 replies
   • 1.5k views
   • 
   • GMK
   • December 29, 2016

10. Very Basic Question

    By PJ2009, August 18, 2009
    • 10 replies
    • 2.1k views
    • 
    • PJ2009
    • August 21, 2009

11. Corporate contributions to DC Contributions

    By Cynchbeast, March 6, 2020
    • 10 replies
    • 988 views
    • 
    • Larry Starr
    • March 9, 2020

12. Counting hours for non-hourly employees

    By Santo Gold, December 22, 2004
    • 10 replies
    • 1.6k views
    • 
    • Santo Gold
    • January 5, 2005

13. 1099-Misc income

    By Santo Gold, February 25, 2019
    • 10 replies
    • 1.8k views
    • 
    • FPGuy
    • February 26, 2019

14. possible controlled group scenario

    By dmb, July 21, 2004
    • 10 replies
    • 1.7k views
    • 
    • Archimage
    • July 22, 2004

15. excess contribution

    By Chippy, March 4, 2021
    • 10 replies
    • 785 views
    • 
    • BG5150
    • March 4, 2021

16. Non-ESOP plans borrowing money for investments?

    By Guest 0HBR2, June 20, 2007
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • July 18, 2007

17. Investment Firm as FSO?

    By BTG, July 30, 2020
    • 10 replies
    • 1.8k views
    • 
    • Luke Bailey
    • August 2, 2020

18. Rehired Participants

    By Connor, September 12
    • 10 replies
    • 3.8k views
    • 
    • ESOP Guy
    • October 6

19. Can litigation expenses be paid from plan assets?

    By Guest Grumpy455, November 1, 2005
    • 10 replies
    • 4.8k views
    • 
    • Belgarath
    • November 2, 2005

20. Fees eligible to be paid from plan assets

    By CuseFan, September 18, 2017
    • 10 replies
    • 2.6k views
    • 
    • 401_noob
    • September 20, 2017

21. Amending Entry Dates

    By Guest merlin, September 4, 2002
    • 10 replies
    • 1.9k views
    • 
    • Mike Preston
    • September 5, 2002

22. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr, January 4, 2022
    • 10 replies
    • 2.1k views
    • 
    • RayJJohnsonJr
    • January 5, 2022

23. Excluding part-time hourly employees

    By truphao, June 22, 2023
    • 10 replies
    • 2.3k views
    • 
    • truphao
    • June 23, 2023

24. IRS Auditor playing hardball re: non-qualifying assets for EZ filer

    By Brenda Wren, August 13, 2013
    • 10 replies
    • 3k views
    • 
    • Brenda Wren
    • August 26, 2013

25. Rollover into plan before becoming a participant

    By Belgarath, April 26, 2024
    • 10 replies
    • 1.9k views
    • 
    • Belgarath
    • August 16, 2024

26. Davis-Bacon/Prevailing Wage plan vesting

    By rcline46, June 3, 2005
    • 10 replies
    • 3.9k views
    • 
    • Kirk Maldonado
    • June 10, 2005

27. Plan Permanency Issue

    By Lucky32, October 3, 2022
    • 10 replies
    • 2k views
    • 
    • susieQ
    • October 24, 2022

28. Why are participants allowed (encouraged?) to remove their "retir

    By Guest Ray Williams, April 28, 2000
    • 10 replies
    • 2.4k views
    • 
    • MoJo
    • May 31, 2000

29. annuity contract versus life insurance

    By cpc0506, October 6, 2015
    • 10 replies
    • 1.6k views
    • 
    • GBurns
    • October 9, 2015

30. Over 415 Limit

    By Guest GordonJ, March 11, 2009
    • 10 replies
    • 1.8k views
    • 
    • Appleby
    • March 14, 2009

31. TPA firms raising rates

    By R. Scott, November 3, 2023
    • 10 replies
    • 1.9k views
    • 
    • Belgarath
    • November 10, 2023

32. Reimbursing Fees

    By RosemaryCR, July 30, 2018   

    • fees
    • contributions
    • 10 replies
    • 1.8k views
    • 
    • Luke Bailey
    • August 2, 2018

33. Funding of employer contribution by credit card

    By Medusa, January 6, 2004
    • 10 replies
    • 1.8k views
    • 
    • Medusa
    • January 9, 2004

34. update to SS-4 TIN website - SSN required?

    By justanotheradmin, January 2, 2018   

    • ss-4
    • tin
    • (and 1 more)

      Tagged with:

      • ss-4
      • tin
      • irs
    • 10 replies
    • 4.2k views
    • 
    • ERISAcpr
    • August 1, 2019

35. Retroactive Change to Plan Year

    By Below Ground, April 18, 2023
    • 10 replies
    • 1.5k views
    • 
    • Bri
    • April 21, 2023

36. nondeductible contribution

    By Belgarath, March 27, 2002
    • 10 replies
    • 2.9k views
    • 
    • Belgarath
    • March 28, 2002

37. Partial Plan Termination and de minimis distributions

    By ldr, June 4, 2018   

    • partial termination
    • distributions
    • 10 replies
    • 2.4k views
    • 
    • ldr
    • June 8, 2018

38. Employee employed by two separate unrelated employers - Max Annual Add

    By MarZDoates, February 18, 2003
    • 10 replies
    • 2.4k views
    • 
    • mbozek
    • February 19, 2003

39. Violating 25% deductibiltiy limit--remedy?

    By BG5150, May 13, 2016
    • 10 replies
    • 1.5k views
    • 
    • Trekker
    • December 19, 2016

40. Self employed PS calc and integrated with Social Security

    By Cobras59, April 25, 2019
    • 10 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 26, 2019

41. Definitely Determinable Allocation?

    By jkharvey, November 29, 2000
    • 10 replies
    • 2.8k views
    • 
    • Erik Read
    • December 14, 2000

42. Prototype Documents

    By Archimage, December 16, 2003
    • 10 replies
    • 1.6k views
    • 
    • g8r
    • December 17, 2003

43. QJSA Spousal Consent and Haiti

    By Ananda, September 16, 2021
    • 10 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 17, 2021

44. Marital status uncertain at death

    By Cynchbeast, August 8, 2017
    • 10 replies
    • 4.8k views
    • 
    • Cynchbeast
    • August 14, 2017

45. Trustee change via restatement

    By Belgarath, November 11, 2021
    • 10 replies
    • 1.2k views
    • 
    • BG5150
    • November 24, 2021

46. Self-Directed Profit Sharing Accounts

    By DP, August 20, 2004
    • 10 replies
    • 4.4k views
    • 
    • Jon Chambers
    • August 25, 2004

47. Carry forward non-deductible PS contributions

    By Guest sritts, April 23, 2004
    • 10 replies
    • 4.1k views
    • 
    • Guest
    • April 27, 2004

48. Extension to 7/15 - Notice 2020-18

    By shERPA, March 21, 2020
    • 10 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 24, 2020

49. Plan provision re disregard of service for vesting purposes

    By chris, March 15, 2000
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • March 20, 2000

50. Odd Money Purchase Plan Feature: how does this work?

    By PensionPro, March 5, 2013
    • 10 replies
    • 1.4k views
    • 
    • PensionPro
    • March 6, 2013