Retirement Plans in General

5,753 topics in this forum

1. tax deduction for self-employed

   By Beemer, May 15, 2009
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   • 999 views
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   • Beemer
   • May 15, 2009

2. indexed limits (projection)

   By Tom Poje, September 17, 2013
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   • 730 views
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   • Tom Poje
   • September 17, 2013

3. New Form W-4P and Flat Dollar/Percentage Withholding

   By mal, January 17, 2023
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   • mal
   • January 17, 2023

4. 1.401a4-11g extended by Isabel?

   By Guest dsyrett, October 7, 2003
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   • Guest
   • October 7, 2003

5. 410(a), ERISA 202(a), and the University Availablity Rule

   By Guest Nabiyah1, September 13, 2001
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   • Guest
   • September 13, 2001

6. LLC "Compensation" Strategies

   By Christine Roberts, September 10, 1999
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   • Christine Roberts
   • September 10, 1999

7. Participate in two plans

   By Guest cascigm, October 8, 2001
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   • Guest
   • October 8, 2001

8. compensation and car allowance

   By eilano, March 10, 2004
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   • eilano
   • March 10, 2004

9. Deemed Roth IRA Contribution Limits and Nondiscrimination

   By Guest johnpetrancosta, July 20, 2005
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   • Guest
   • July 20, 2005

10. Service organization?

    By Belgarath, April 25, 2016
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    • Belgarath
    • April 25, 2016

11. rule of parity

    By david shipp, November 5, 1998
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    • david shipp
    • November 5, 1998

12. Amendment of PSP for Quarterly Valuations

    By chris, September 10, 1999
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    • chris
    • September 10, 1999

13. Def. of comp/deferred comp qt.

    By Guest mab, December 20, 2002
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    • Guest
    • December 20, 2002

14. Getting Started Early

    By Guest Tumbler, June 23, 2003
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    • Guest
    • June 23, 2003

15. Nondescrimination requirements for leased employees

    By katieinny, June 24, 2004
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    • katieinny
    • June 24, 2004

16. required participant statements under PPA

    By Tom Poje, October 12, 2007
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    • 1k views
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    • Tom Poje
    • October 12, 2007

17. Money withheld for a now-closed SIMPLE IRA

    By BG5150, July 30, 2019
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    • 590 views
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    • BG5150
    • July 30, 2019

18. Compensation and Termination

    By imchipbrown, September 13, 1999
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    • 1.3k views
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    • imchipbrown
    • September 13, 1999

19. What is a Pension Trust?

    By Guest jcarlos, October 5, 2005
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    • Guest
    • October 5, 2005

20. Indexed Annuity in DC Plan

    By Guest RetirementConsultant, July 16, 2007
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    • 1k views
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    • Guest
    • July 16, 2007

21. Limited partner

    By cpc0506, February 6, 2017   

    • earned income
    • 0 replies
    • 462 views
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    • cpc0506
    • February 6, 2017

22. Non-profit controlled group rules - common control question

    By AndrewZ, February 6, 2015
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    • AndrewZ
    • February 6, 2015

23. Affiliated Service Group-testing date

    By Guest dlm, September 13, 1999
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    • Guest
    • September 13, 1999

24. Deposit not timely allocated to pariticpants' accounts

    By eilano, June 24, 2004
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    • 975 views
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    • eilano
    • June 24, 2004

25. annuity vs. cash out with new automatic rollover IRA

    By Guest planman, December 20, 2004
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    • 1.1k views
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    • Guest
    • December 20, 2004

26. Leased Employees

    By Guest Celtics, July 9, 2014
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    • Guest
    • July 9, 2014

27. Use of service with a foreign affiliate w/ offset

    By Guest Cal, September 15, 1999
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    • Guest
    • September 15, 1999

28. Vesting on 403(b) match when made to Church Retirement Plan.

    By Guest tonjer, October 29, 2002
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    • Guest
    • October 29, 2002

29. Prior ASPA IRS/DOL Question Submissions

    By FundeK, September 23, 2004
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    • 902 views
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    • FundeK
    • September 23, 2004

30. Administration Forms

    By Guest darkhorse11, March 16, 2006
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    • Guest
    • March 16, 2006

31. Amending plan for EGTRRA, GUST, 401(a)(9) and 401(a)(31); what circumstances allow one to go beyond the usual due dates for execution and what serve

    By Guest Enda80, November 1, 2008
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    • 733 views
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    • Guest
    • November 1, 2008

32. Service Contract Act

    By perkinsran, March 10, 2011
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    • perkinsran
    • March 10, 2011

33. Related Employers?

    By Dennis Povloski, January 6, 2010
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    • 931 views
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    • Dennis Povloski
    • January 6, 2010

34. Controlled Group/Common Control 5% Attribution Threshold

    By Christine Roberts, October 13, 2012
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    • Christine Roberts
    • October 13, 2012

35. Sample Letter to Terminated Employees <5000

    By wmyer, March 23, 2001
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    • wmyer
    • March 23, 2001

36. 415 regs

    By Tom Poje, April 16, 2007
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    • Tom Poje
    • April 16, 2007

37. IRS Audit Triggers

    By Young Curmudgeon, February 22, 2008
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    • Young Curmudgeon
    • February 22, 2008

38. 5330 for deferrals with a negative K-1... for 2014

    By AlbanyConsultant, August 24, 2016
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    • 463 views
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    • AlbanyConsultant
    • August 24, 2016

39. Hours of Service for Eligibility

    By mming, February 17, 2006
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    • mming
    • February 17, 2006

40. Direct deposit of pension payments

    By JWK, July 20, 2010
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    • 1.2k views
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    • JWK
    • July 20, 2010

41. Separate plans for an affiliated service group

    By Rai401k, June 3, 2015
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    • 906 views
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    • Rai401k
    • June 3, 2015

42. IRS Announces 2018 Retirement Plan Limits

    By Lois Baker, October 19, 2017
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    • 492 views
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    • Lois Baker
    • October 19, 2017

43. Change in Contributiion Formula--Money Purchase Plan

    By KJohnson, September 22, 1999
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    • KJohnson
    • September 22, 1999

44. Prohibited Transaction: Can 4975(a) tax be reduced

    By Jeff Kirtner, November 28, 2022
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    • 532 views
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    • Jeff Kirtner
    • November 28, 2022

45. ASG - data request?

    By AlbanyConsultant, December 20, 2016
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    • 649 views
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    • AlbanyConsultant
    • December 20, 2016

46. LLC as partner and disregarded entity

    By cathyw, September 11, 2017
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    • 568 views
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    • cathyw
    • September 11, 2017

47. fidelity bond provision

    By Guest rhp, January 24, 2001
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    • Guest
    • January 24, 2001

48. Coverage Testing and the ABT when employer has DC and DB plans

    By buckaroo, November 26, 2008
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    • 902 views
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    • buckaroo
    • November 26, 2008

49. Wanted: Used EXAM BOOKS Retirement Plans

    By Guest Atticus, June 22, 2010
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    • Guest
    • June 22, 2010

50. Fee "Reasonableness"

    By DMcGovern, July 24, 2012
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    • 650 views
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    • DMcGovern
    • July 24, 2012