Retirement Plans in General

5,753 topics in this forum

1. increase in max contribution....

   By Guest, February 21, 2000
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   • Guest
   • February 21, 2000

2. Tax deductions in corporate transactions

   By Carol V. Calhoun, November 13, 2023
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   • Carol V. Calhoun
   • November 13, 2023

3. Vesting when merging plans

   By Guest Thornton, June 8, 2001
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   • Guest
   • June 8, 2001

4. robbing from peter to pay paul

   By Guest n00b_9, March 19, 2011
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   • Guest
   • March 19, 2011

5. E&O coverage

   By Jakyasar, November 9, 2021
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   • Jakyasar
   • November 9, 2021

6. indexed limits projection

   By Tom Poje, July 18, 2016
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   • 574 views
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   • Tom Poje
   • July 18, 2016

7. IRS levy overpaid in error by employer

   By Brian, November 12, 2018
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   • 406 views
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   • Brian
   • November 12, 2018

8. General Nondiscrimanation Test for Retirees

   By Guest HarveyC, April 15, 2002
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   • Guest
   • April 15, 2002

9. IRS Releases 2026 Inflation-Adjusted Limits

   By Lois Baker, November 13
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   • Lois Baker
   • November 13

10. Section 3401(a) compensation and section 129

    By Guest Rae, January 31, 2003
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    • Guest
    • January 31, 2003

11. Restorative Payments Made to a Qualified Plan

    By Guest Edward McElroy, March 4, 1999
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    • Guest
    • March 4, 1999

12. Retroactive plan amenmdents relating to elective/optional law changes

    By Guest Gibson, September 12, 2000
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    • Guest
    • September 12, 2000

13. Including Prior Employer Compensation in Defined Contribution Plans

    By Guest smithee, April 2, 2001
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    • Guest
    • April 2, 2001

14. EPCRS program

    By Belgarath, August 31, 2001
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    • Belgarath
    • August 31, 2001

15. Real Estate Transaction

    By eilano, February 28, 2000
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    • eilano
    • February 28, 2000

16. Control Group Testing

    By Guest LoloV, September 3, 2003
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    • Guest
    • September 3, 2003

17. How do you calculate MPA (maximum payable amount)?

    By Guest Enda80, July 25, 2008
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    • Guest
    • July 25, 2008

18. 408 Service Provider Agreements for CD Investments

    By BeanCounterBlues, October 16, 2008
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    • 870 views
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    • BeanCounterBlues
    • October 16, 2008

19. Controlled Group-beneficiary of trust as common owner?

    By AndrewZ, June 10, 2011
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    • AndrewZ
    • June 10, 2011

20. Do 457(b) and 457(f) plans need to file Annual Returns on IRS Form 550

    By Guest McElroy, February 1, 2001
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    • Guest
    • February 1, 2001

21. Revenue Sharing Agreements

    By kwalified, January 19, 2012
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    • 861 views
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    • kwalified
    • January 19, 2012

22. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

    By Guest Eric Cernyar, June 9, 2001
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    • Guest
    • June 9, 2001

23. Controlled Group: Adopting Employer no more in the controlled group, wants to terminate participation

    By rodin011, March 2, 2013   

    • controlled group
    • disjoinder?
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    • rodin011
    • March 2, 2013

24. Is this an Affiliated Service Group (ASG)?

    By nbsign, December 6, 2015
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    • 870 views
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    • nbsign
    • December 6, 2015

25. ARA files objection to DOL threats of "alternative enforcement measures" for failing to file VFCP

    By RatherBeGolfing, June 8, 2018
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    • 466 views
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    • RatherBeGolfing
    • June 8, 2018

26. PCs within an LLP

    By nancy, September 24, 2001
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    • nancy
    • September 24, 2001

27. Plan Distributions and Workman's Comp

    By Guest merlin, April 11, 2003
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    • 964 views
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    • Guest
    • April 11, 2003

28. No longer common control

    By Guest gbialikcpa, September 29, 2010
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    • Guest
    • September 29, 2010

29. Any disadvantages to making top-paid group election to determine HCEs?

    By John A, February 21, 2001
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    • 1.8k views
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    • John A
    • February 21, 2001

30. New Vendor - Rollover

    By waid10, June 8, 2005
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    • waid10
    • June 8, 2005

31. Limits for 2006

    By Belgarath, October 14, 2005
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    • Belgarath
    • October 14, 2005

32. target benefit and the land of the bizarre

    By Tom Poje, April 30, 2009
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    • 962 views
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    • Tom Poje
    • April 30, 2009

33. Employer Reimbursed by Trust Assets for Payment of Administrative Expe

    By Guest Edward McElroy, December 17, 2001
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    • Guest
    • December 17, 2001

34. Model 204(h) Notice Under New Proposed Regs.

    By Christine Roberts, December 11, 2002
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    • Christine Roberts
    • December 11, 2002

35. Strange question - overcontribution to non=profit Money Purchase

    By Belgarath, March 21, 2016
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    • 580 views
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    • Belgarath
    • March 21, 2016

36. Counting service with a prior employer.

    By katieinny, February 19, 2003
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    • katieinny
    • February 19, 2003

37. Change in Sponsor's Fiscal Year

    By mming, March 8, 2007
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    • mming
    • March 8, 2007

38. Controlled group one year but not the next

    By Santo Gold, March 30, 2007
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    • Santo Gold
    • March 30, 2007

39. Management ASG

    By Guest djsimonetti, March 15, 1999
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    • Guest
    • March 15, 1999

40. contribution to plan as incentive comp

    By Guest cac3900, February 3, 2006
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    • Guest
    • February 3, 2006

41. Controlled Group

    By Lou S., December 17, 2012
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    • Lou S.
    • December 17, 2012

42. Pre-ERISA service issue

    By chris, March 14, 2000
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    • chris
    • March 14, 2000

43. Flip Flops after EGTRRA

    By Guest Mark Draa, June 11, 2001
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    • Guest
    • June 11, 2001

44. SSA Projected wage bases

    By Tom Poje, October 17, 2001
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    • Tom Poje
    • October 17, 2001

45. New DC Plan - lump sum payments

    By richard, November 30, 2000
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    • richard
    • November 30, 2000

46. Benefit restoration under USERRA

    By Guest HRAdvisor, October 25, 2007
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    • Guest
    • October 25, 2007

47. 1 business in U.S., one in Puerto Rico

    By Belgarath, January 24, 2011
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    • Belgarath
    • January 24, 2011

48. section 646... same desk rule..

    By K-t-F, December 18, 2006
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    • K-t-F
    • December 18, 2006

49. Time limits for IRS audit?

    By Kevin C, December 22, 2010
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    • 921 views
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    • Kevin C
    • December 22, 2010

50. Trustees for self directed brokerage accounts

    By AKconsult, December 18, 2012
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    • 716 views
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    • AKconsult
    • December 18, 2012