Retirement Plans in General

5,751 topics in this forum

1. Funding for a controlled group

   By Jakyasar, September 12, 2024
   • 5 replies
   • 778 views
   • 
   • Jakyasar
   • September 13, 2024

2. Top Heavy to participants excluded from PS ?

   By Cynchbeast, February 4, 2016
   • 3 replies
   • 778 views
   • 
   • BG5150
   • February 4, 2016

3. deduction limit

   By Jakyasar, September 15, 2020
   • 4 replies
   • 776 views
   • 
   • Bob the Swimmer
   • September 15, 2020

4. New plan trust funded before year end?

   By Purplemandinga, September 5, 2018
   • 9 replies
   • 776 views
   • 
   • shERPA
   • September 5, 2018

5. compensation

   By Guest lip, March 6, 2009
   • 0 replies
   • 776 views
   • 
   • Guest
   • March 6, 2009

6. DOL - Vendor Audit

   By Kudos26, August 22, 2017
   • 1 reply
   • 776 views
   • 
   • MoJo
   • August 22, 2017

7. splitting one plan into two... in the same asset contract?

   By AlbanyConsultant, July 31, 2019
   • 2 replies
   • 775 views
   • 
   • chc93
   • July 31, 2019

8. owner sells assets of company, does not sell his company

   By thepensionmaven, December 17, 2021
   • 9 replies
   • 774 views
   • 
   • shERPA
   • December 22, 2021

9. reimburse plan expense erroneously charged

   By Scuba 401, September 1, 2016
   • 3 replies
   • 774 views
   • 
   • BG5150
   • September 2, 2016

10. Proposed Changes to Form 5500 just released

    By RatherBeGolfing, September 14, 2021
    • 1 reply
    • 774 views
    • 
    • Lois Baker
    • September 14, 2021

11. Does it matter that a coronavirus loan gets no relief from the prohibited-transaction exemptions’ adequate-security condition?

    By Peter Gulia, March 27, 2020
    • 3 replies
    • 774 views
    • 
    • RPAS
    • March 30, 2020

12. How will the 2017 tax reform affect small-business employers' formation of retirement plans?

    By Peter Gulia, December 19, 2017   

    • plan formation
    • 5 replies
    • 773 views
    • 
    • Peter Gulia
    • December 21, 2017

13. robbing from peter to pay paul

    By Guest n00b_9, March 19, 2011
    • 0 replies
    • 773 views
    • 
    • Guest
    • March 19, 2011

14. Eligibility for Initial Participation

    By thepensionmaven, October 7, 2020
    • 1 reply
    • 773 views
    • 
    • CuseFan
    • October 7, 2020

15. Does SECURE apply to plans after they terminate?

    By roy819, September 18, 2024
    • 1 reply
    • 773 views
    • 
    • david rigby
    • September 18, 2024

16. Fee disclosures

    By B21, June 7, 2012
    • 0 replies
    • 772 views
    • 
    • B21
    • June 7, 2012

17. Let's talk about discriminatory timing 1.401(a)(4)-5

    By shERPA, January 23, 2021
    • 5 replies
    • 772 views
    • 
    • C. B. Zeller
    • January 25, 2021

18. DOT is last day or first day of PY questions

    By BG5150, December 1, 2021
    • 6 replies
    • 772 views
    • 
    • pmacduff
    • December 2, 2021

19. HCE determination

    By Jakyasar, February 16, 2022
    • 2 replies
    • 771 views
    • 
    • Bill Presson
    • February 17, 2022

20. Bank of America serving as a plan sponsor

    By Guest Enda80, March 29, 2008
    • 0 replies
    • 771 views
    • 
    • Guest
    • March 29, 2008

21. Partial termination

    By Cynchbeast, September 21, 2017
    • 4 replies
    • 771 views
    • 
    • CuseFan
    • September 22, 2017

22. Life Insurance and BRFs

    By Dougsbpc, August 25, 2015
    • 4 replies
    • 771 views
    • 
    • Mike Preston
    • August 26, 2015

23. Controlled Group

    By Guest naveen, February 15, 2011
    • 0 replies
    • 770 views
    • 
    • Guest
    • February 15, 2011

24. RMD Taken Too Early

    By RCK13, May 14, 2021   

    • rmd
    • 2 replies
    • 770 views
    • 
    • RCK13
    • May 14, 2021

25. Beneficiary Rollover

    By JOH, October 13, 2020
    • 1 reply
    • 769 views
    • 
    • ESOP Guy
    • October 13, 2020

26. SECURE ACT-IRA for over 70 1/2 receiving RMD

    By rhb401, January 8, 2020
    • 4 replies
    • 768 views
    • 
    • rhb401
    • January 9, 2020

27. Fun with controlled groups

    By seatpa, February 2, 2013
    • 0 replies
    • 768 views
    • 
    • seatpa
    • February 2, 2013

28. one person plan... owner deceased, final 5500 never filed

    By AlbanyConsultant, October 18, 2021
    • 3 replies
    • 767 views
    • 
    • Peter Gulia
    • October 20, 2021

29. 2 Yr Eligibility for PS, can TH contrib be on vesting sched?

    By BG5150, October 25, 2021
    • 7 replies
    • 767 views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2021

30. next year's limits

    By Tom Poje, May 15, 2018
    • 4 replies
    • 766 views
    • 
    • XTitan
    • May 15, 2018

31. SEC Guidance on Paying For Filings With Plan Assets

    By Rafael, July 18, 2018
    • 4 replies
    • 766 views
    • 
    • Rafael
    • July 18, 2018

32. Keeping fiduciary insurance policy (because of QRP) after selling or closing a business

    By AJC, July 28, 2022
    • 3 replies
    • 766 views
    • 
    • RatherBeGolfing
    • July 28, 2022

33. Sole prop solo 401k start up; EIN required or SSN allowed

    By Santo Gold, September 8, 2022
    • 2 replies
    • 765 views
    • 
    • Lou S.
    • September 8, 2022

34. Deemed CODA in a P.A.?

    By BG5150, March 30, 2017
    • 5 replies
    • 765 views
    • 
    • ETA Consulting LLC
    • March 30, 2017

35. Who signs a Plan Doc when multiple owners are not all Ind. Trustees?

    By TPApril, July 12, 2022
    • 2 replies
    • 765 views
    • 
    • Ilene Ferenczy
    • July 13, 2022

36. Deceased employee vesting

    By Basically, September 30, 2024
    • 2 replies
    • 765 views
    • 
    • Gina Alsdorf
    • September 30, 2024

37. Split 401k to avoid audit retro to first day

    By B21, May 10, 2018
    • 3 replies
    • 764 views
    • 
    • B21
    • May 11, 2018

38. 3(16) administrator signing 5500 for client question

    By BG5150, December 2, 2021
    • 2 replies
    • 764 views
    • 
    • BG5150
    • December 3, 2021

39. Catch-Up for fiscal plan

    By Cynchbeast, March 30, 2015
    • 2 replies
    • 763 views
    • 
    • Tom Poje
    • March 31, 2015

40. Contribution Deadline for a C Corporation

    By bzorc, August 21, 2018   

    • change in due date
    • 3 replies
    • 763 views
    • 
    • bzorc
    • August 21, 2018

41. US citizen, foreign company

    By ombskid, August 11, 2014
    • 1 reply
    • 762 views
    • 
    • Flyboyjohn
    • August 11, 2014

42. Am I controlled group?

    By Jakyasar, August 7, 2024
    • 4 replies
    • 761 views
    • 
    • Jakyasar
    • August 8, 2024

43. Employee works for more than one company

    By perplexedbypensions, December 28, 2018
    • 3 replies
    • 761 views
    • 
    • david rigby
    • January 2, 2019

44. Plan was a MEP, but no one knew it...

    By Belgarath, July 8, 2024
    • 6 replies
    • 761 views
    • 
    • Belgarath
    • July 9, 2024

45. From No U.S. Income to U.S. Income

    By Nate X, February 11, 2016   

    • non resident alien
    • HCE
    • (and 1 more)

      Tagged with:

      • non resident alien
      • HCE
      • no U.S. income
    • 0 replies
    • 761 views
    • 
    • Nate X
    • February 11, 2016

46. grandfathering in insurance policy?

    By AlbanyConsultant, April 10, 2024
    • 3 replies
    • 760 views
    • 
    • Bill Presson
    • April 10, 2024

47. Coverage Question - OEE Entry Dates

    By Gilmore, January 28, 2021
    • 1 reply
    • 760 views
    • 
    • Mike Preston
    • January 28, 2021

48. profit sharing contribution but no profits

    By Santo Gold, February 26, 2019
    • 4 replies
    • 759 views
    • 
    • Patricia Neal Jensen
    • February 28, 2019

49. LTPT - eligibility period

    By Santo Gold, April 26, 2024
    • 3 replies
    • 759 views
    • 
    • Santo Gold
    • April 30, 2024

50. Controlled Group - Two Plans to Avoid Audit and Permissive Aggregation Question

    By Will.I.Am, August 26, 2022
    • 2 replies
    • 759 views
    • 
    • Will.I.Am
    • August 30, 2022