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Retirement Plans in General

5,796 topics in this forum

  1. Pension calculation for two Schedule C's

    By Vinny,
    • 13 replies
    • 2.5k views

  2. Split plan to avoid audit

    By bzorc,
    • 3 replies
    • 1.4k views

  3. Is schedule F equal to schedule C

    By Jakyasar,
    • 5 replies
    • 1.3k views

  4. SEPs

    By TD,
    • 1 reply
    • 635 views

  5. Late Filing Penalty for Late Deposit Form 5330

    By jw721,
    • 2 replies
    • 2.9k views

  6. What is the minimum gateway in a combo plan?

    By Jakyasar,
    • 5 replies
    • 751 views

  7. ASG and HCE

    By cathyw,
    • 3 replies
    • 786 views

  8. Form 5500 Counts - participants w/o balances don't count towards large filer and audit status

    By justanotheradmin,
    • 7 replies
    • 2.3k views

  9. Foreign government entity as sponsor?

    By stainedglass80,
    • 4 replies
    • 1.3k views

  10. Lifetime Income Illustration

    By ASFESQ,
    • 0 replies
    • 329 views

  11. Collective Bargaining Agreement and Lump-Sum Contribution?

    By mal,
    • 0 replies
    • 626 views
    • mal
    • mal

  12. QRP - qualified replacement plan related

    By Jakyasar,
    • 1 reply
    • 705 views

  13. non deductible contribution added to 401k

    By thepensionmaven,
    • 3 replies
    • 976 views

  14. IRS Notice CP216F

    By Jakyasar,
    • 9 replies
    • 1.4k views

  15. 60 days from Business account?

    By SSRRS,
    • 7 replies
    • 1k views

  16. To true-up or not to true-up... that is the question.

    By 401kSteve,
    • 7 replies
    • 2.4k views

  17. ESOP shares

    By Bird,
    • 14 replies
    • 2.3k views

  18. 5500EZ/bonding/LLC

    By Draper55,
    • 1 reply
    • 696 views

  19. RMD from plan with both platform and pooled funds

    By pmacduff,
    • 6 replies
    • 973 views

  20. Brother Sister Company and Family Attribution Rules

    By Ananda,
    • 3 replies
    • 1.9k views

  21. When eligible becomes ineligible?

    By dougmal,
    • 10 replies
    • 2.5k views

  22. Top Heavy

    By Sully,
    • 6 replies
    • 1.8k views

  23. SIMPLE IRA

    By Jeannine,
    • 2 replies
    • 756 views

  24. May a military make-up deferral be a Roth deferral?

    By Peter Gulia,   
    • 2 replies
    • 723 views

  25. In-Plan Roth Conversion of Employer SH Match

    By 401kSteve,
    • 3 replies
    • 2.6k views

  26. Plan Termination and SECURE 2.0 Amendments

    By Belgarath,
    • 13 replies
    • 2.6k views

  27. Resititution on Prior Year Prevailing Wage Job

    By 401kSteve,
    • 1 reply
    • 637 views

  28. DB/DC Gateway - What If Safe Harbor Match?

    By metsfan026,
    • 6 replies
    • 1.3k views

  29. 945 withholding

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  30. SHM True Up

    By 401kSteve,
    • 1 reply
    • 702 views

  31. What distribution fee should a plan charge for an early-out withdrawal?

    By Peter Gulia,
    • 7 replies
    • 1.9k views

  32. Plan Entry Date Question

    By BG5150,
    • 2 replies
    • 739 views

  33. Attribution/Controlled Group Clarification

    By Lucky32,
    • 3 replies
    • 1.3k views

  34. Income determination - multiple schedule c's

    By Jakyasar,
    • 8 replies
    • 1.6k views

  35. How do you check whether a beneficiary designation is real or a forgery?

    By Peter Gulia,
    • 15 replies
    • 6.2k views

  36. LTPT rules under Secure 2.0

    By BG5150,
    • 20 replies
    • 2.8k views

  37. Is the amendment considered to be dated even if date is missing - Docusign

    By Jakyasar,
    • 7 replies
    • 3.2k views

  38. Ethical Dilemma

    By Below Ground,
    • 9 replies
    • 1.5k views

  39. HCE and/or ownership determination

    By pmacduff,
    • 3 replies
    • 1.7k views

  40. Husband and Wife Controlled Group

    By Dougsbpc,
    • 6 replies
    • 3k views

  41. Missed Profit Sharing Contribution and Calculations

    By 401kAllTheWay,
    • 1 reply
    • 1.1k views
    • Bri
    • Bri

  42. What type of retirement plan can be set up?

    By Jeannine,
    • 2 replies
    • 1.3k views

  43. Plan design question

    By arthurkagan,
    • 8 replies
    • 1.8k views

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

    By mal,
    • 0 replies
    • 1.1k views
    • mal
    • mal

  45. Do we need to know NOW whether a plan allows a qualified disaster recovery distribution?

    By Peter Gulia,
    • 1 reply
    • 809 views

  46. Will self-correction almost entirely replace the IRS’s Voluntary Correction Program?

    By Peter Gulia,
    • 6 replies
    • 1.6k views

  47. What is the comp to use?

    By Jakyasar,
    • 5 replies
    • 1.1k views

  48. Tax "gross up" on taxable fringe benefits

    By Belgarath,
    • 3 replies
    • 1.7k views

  49. top-paid group election among related employers

    By Bri,
    • 2 replies
    • 1.1k views

  50. Temporary foreign workers - allowable exclusions?

    By Belgarath,
    • 6 replies
    • 1.1k views
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