Retirement Plans in General

5,772 topics in this forum

1. Target Benefit Plans

   By Guest 91smithie, May 17, 2002
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • May 17, 2002

2. Target Benefit with Beginning of Year Val Date

   By AndyH, May 8, 2003
   • 6 replies
   • 1.2k views
   • 
   • Belgarath
   • May 9, 2003

3. Target Plan Accruals

   By Guest, September 9, 1999
   • 1 reply
   • 1.4k views
   • 
   • imchipbrown
   • September 13, 1999

4. Target Replacement Rates for DB Plans

   By Guest woodward618, February 2, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 2, 2004

5. Target trouble?

   By Jed Macy, April 9, 2004
   • 2 replies
   • 1.1k views
   • 
   • AndyH
   • April 12, 2004

6. Tax "gross up" on taxable fringe benefits

   By Belgarath, January 9, 2023
   • 3 replies
   • 1.5k views
   • 
   • Peter Gulia
   • January 9, 2023

7. Tax Consequences Regarding a Rollover Made to a Plan that is Subsequently Disqualified

   By Guest EMM118, January 22, 2007
   • 0 replies
   • 955 views
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   • Guest
   • January 22, 2007

8. Tax court cases upholding the importance of an updated plan document

   By Guest Enda80, November 20, 2008
   • 5 replies
   • 1.6k views
   • 
   • J Simmons
   • November 20, 2008

9. Tax credit

   By Bird, January 8, 2021
   • 1 reply
   • 463 views
   • 
   • Belgarath
   • January 8, 2021

10. Tax credit for a small employer’s start-up expenses for using a multiple-employer plan?

    By Peter Gulia, March 19, 2021   

    • tax credit; 45e
    • 0 replies
    • 360 views
    • 
    • Peter Gulia
    • March 19, 2021

11. tax credit for small businesses

    By Guest dubya, June 15, 2004
    • 1 reply
    • 1.1k views
    • 
    • Lame Duck
    • June 15, 2004

12. Tax credit for startup plans

    By AS TPA, January 15, 2020
    • 4 replies
    • 1.3k views
    • 
    • AS TPA
    • January 23, 2020

13. Tax credits

    By Guest R. Daestrom, June 17, 2003
    • 0 replies
    • 898 views
    • 
    • Guest
    • June 17, 2003

14. Tax Cuts

    By Guest chris4013, May 24, 2003
    • 1 reply
    • 920 views
    • 
    • Theresa Lynn
    • May 25, 2003

15. tax deduction for self-employed

    By Beemer, May 15, 2009
    • 0 replies
    • 1k views
    • 
    • Beemer
    • May 15, 2009

16. Tax Deduction Issue for PS Plans

    By Guest DNH, July 10, 2008
    • 7 replies
    • 6.4k views
    • 
    • BeckyMiller
    • July 19, 2008

17. Tax deductions in corporate transactions

    By Carol V. Calhoun, November 13, 2023
    • 0 replies
    • 424 views
    • 
    • Carol V. Calhoun
    • November 13, 2023

18. Tax deferred savings plan options for S-Corp owners.

    By Guest MapleONE, January 7, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 7, 2003

19. tax exempt employer - 15% deduction limit?

    By Guest boetgerinc, October 4, 1998
    • 4 replies
    • 2.3k views
    • 
    • richard
    • October 27, 1998

20. tax exempt organizations & 401(k) Plans

    By Guest Robert Lees, November 30, 1999
    • 1 reply
    • 1.8k views
    • 
    • davef
    • December 4, 1999

21. Tax on Prohibited Transactions

    By Guest Hartnett123, June 3, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 3, 2004

22. Tax on the trust income due to plan disqualification; do all earnings of the trust turn taxable, not just those earnings traceable to the contribution

    By Guest Enda80, July 23, 2009
    • 0 replies
    • 864 views
    • 
    • Guest
    • July 23, 2009

23. Tax return filed now, but contribution not ready to go in until extension date.

    By katieinny, March 11, 2004
    • 6 replies
    • 1.3k views
    • 
    • MGB
    • March 11, 2004

24. Tax Treatment of Participant's Reimbursment of Employer Contribution

    By Floridaattorney, March 28, 2009
    • 11 replies
    • 1.6k views
    • 
    • masteff
    • April 1, 2009

25. Tax WH on Required Minimum Distributions required ?

    By rfahey, November 19, 2012
    • 3 replies
    • 980 views
    • 
    • david rigby
    • November 19, 2012

26. Tax Withholding on a minimum required distribution

    By Guest terric, December 1, 2005
    • 1 reply
    • 2.2k views
    • 
    • R. Butler
    • December 5, 2005

27. tax-treatment of second "job"

    By Guest anarchocap, October 29, 2004
    • 6 replies
    • 2.6k views
    • 
    • dh003i
    • November 1, 2004

28. Taxable Employer-Provided Vehicle & 3401(a) Compensation

    By EBECatty, October 6, 2023
    • 3 replies
    • 1.8k views
    • 
    • EBECatty
    • October 6, 2023

29. Taxable term cost reporting

    By Belgarath, December 4, 2006
    • 1 reply
    • 1.5k views
    • 
    • SoCalActuary
    • December 8, 2006

30. Taxable vacation award--how to deduct 401k?

    By BG5150, April 14, 2022
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • April 29, 2022

31. taxable wage base

    By Tom Poje, October 16, 2017
    • 2 replies
    • 397 views
    • 
    • stephen
    • October 16, 2017

32. Taxable Wage Base

    By chris, December 1, 1999
    • 2 replies
    • 1.6k views
    • 
    • Chester
    • December 1, 1999

33. Taxable Wage Base

    By Tom Poje, October 23, 2002
    • 4 replies
    • 1.7k views
    • 
    • MGB
    • October 25, 2002

34. Taxable Year for Contribution

    By Lori H, March 2, 2007
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 2, 2007

35. Taxation of Life Insurance

    By RTK, June 4, 2003
    • 1 reply
    • 1.2k views
    • 
    • GBurns
    • June 4, 2003

36. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2, April 22, 2024
    • 6 replies
    • 1.3k views
    • 
    • Paul I
    • April 24, 2024

37. Taxation on oversea retirement plans

    By Guest pepe100, July 23, 2005
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • July 23, 2005

38. Technology Industry Retirement Plan Statistics

    By Guest kabushnell, June 8, 2011
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 8, 2011

39. TEFRA 242(b)(2) Election

    By LCARUSI, April 7, 1999
    • 1 reply
    • 4.2k views
    • 
    • Guest
    • April 7, 1999

40. TEFRA CARD

    By jevd, May 26, 2017
    • 1 reply
    • 633 views
    • 
    • jevd
    • May 26, 2017

41. TEFRA ELECTION

    By Guest, November 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 1999

42. TEFRA/DEFRA/REA

    By waid10, December 5, 2005
    • 2 replies
    • 3.2k views
    • 
    • saabraa
    • December 6, 2005

43. Telephone number for Covington

    By smm, January 25, 2001
    • 1 reply
    • 1.7k views
    • 
    • davef
    • February 6, 2001

44. temp employees hired full time

    By eilano, September 4, 2003
    • 2 replies
    • 2.2k views
    • 
    • KJohnson
    • September 4, 2003

45. temp worker, initial eligibility

    By M Norton, November 2, 2018
    • 17 replies
    • 4.5k views
    • 
    • AKowalski
    • December 12, 2018

46. Temporary employee on W2 not eligible for participating in the company's 401k. What are my retirement savings options ?

    By Guest RPurswani, December 22, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 22, 2003

47. Temporary foreign workers - allowable exclusions?

    By Belgarath, January 5, 2023
    • 6 replies
    • 1k views
    • 
    • Belgarath
    • January 6, 2023

48. Temporary Workers - Service Credit

    By Guest ircreader, October 4, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 11, 2005

49. Terminate a plan in phases.

    By david rigby, December 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • December 9, 2000

50. Terminated 401(k) plan

    By Cynchbeast, January 16, 2020
    • 1 reply
    • 553 views
    • 
    • ratherbereading
    • January 17, 2020