Retirement Plans in General

5,751 topics in this forum

1. Plans moving to a MEP--compliance testing and contributions

   By BG5150, November 14, 2019
   • 0 replies
   • 580 views
   • 
   • BG5150
   • November 14, 2019

2. SEPs

   By TD, April 6, 2023
   • 1 reply
   • 580 views
   • 
   • CuseFan
   • April 6, 2023

3. Affiliated Service Group

   By RJM5FF, November 16, 2017   

   • affiliated service group
   • b-organization
   • (and 4 more)

     Tagged with:

     • affiliated service group
     • b-organization
     • irc 414
     • first service organization
     • fso
     • irc 414(m)
   • 1 reply
   • 580 views
   • 
   • ETA Consulting LLC
   • November 16, 2017

4. SH 4% switching to 3%

   By Jakyasar, November 11, 2020
   • 3 replies
   • 579 views
   • 
   • JackS
   • November 11, 2020

5. Adding Hardship Withdrawal to Plan..

   By Fielding Mellish, June 9, 2016
   • 1 reply
   • 579 views
   • 
   • Mike Preston
   • June 9, 2016

6. Eligibility

   By Belgarath, May 4, 2016
   • 2 replies
   • 578 views
   • 
   • Belgarath
   • May 4, 2016

7. Plan eligibility again

   By ombskid, January 18, 2017
   • 5 replies
   • 578 views
   • 
   • ombskid
   • January 18, 2017

8. Changing vesting basis time

   By BG5150, December 16, 2019
   • 1 reply
   • 578 views
   • 
   • Larry Starr
   • December 17, 2019

9. Can I have a closed MEP inside an open MEP?

   By BG5150, September 28, 2022
   • 2 replies
   • 577 views
   • 
   • BG5150
   • September 28, 2022

10. Old Eligibility Requirements

    By ConnieStorer, June 26, 2019   

    • old rules.. age 25
    • 2 replies
    • 577 views
    • 
    • ConnieStorer
    • June 26, 2019

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

    By Belgarath, March 21, 2016
    • 0 replies
    • 576 views
    • 
    • Belgarath
    • March 21, 2016

12. Cash Balance (CB)+Profit Sharing (PS) Combo deduction - non-PBGC Plan

    By Jakyasar, March 9, 2021
    • 1 reply
    • 573 views
    • 
    • Mike Preston
    • October 16, 2021

13. indexed limits projection

    By Tom Poje, July 18, 2016
    • 0 replies
    • 573 views
    • 
    • Tom Poje
    • July 18, 2016

14. TIN obtained before plan is set up

    By Jakyasar, November 20, 2020
    • 4 replies
    • 572 views
    • 
    • Jakyasar
    • November 20, 2020

15. Waiver of PS due to SSI benefits?

    By BG5150, April 27, 2022
    • 3 replies
    • 571 views
    • 
    • Peter Gulia
    • May 1, 2022

16. Foreign Income

    By MGOAdmin, February 8, 2022
    • 1 reply
    • 568 views
    • 
    • Luke Bailey
    • February 9, 2022

17. Selective vesting in NQDC plan

    By cathyw, September 14, 2020
    • 3 replies
    • 567 views
    • 
    • Luke Bailey
    • September 17, 2020

18. Business purchased, purchase price paid through payroll

    By Belgarath, February 14, 2017
    • 5 replies
    • 567 views
    • 
    • Belgarath
    • February 14, 2017

19. required minimum distribution

    By Egold, January 9, 2021
    • 2 replies
    • 566 views
    • 
    • BG5150
    • January 11, 2021

20. defining statutory exclusions

    By Bri, July 8, 2022
    • 1 reply
    • 566 views
    • 
    • Nate S
    • July 13, 2022

21. contribution due or not - senior moment

    By thepensionmaven, April 6, 2019
    • 3 replies
    • 566 views
    • 
    • chc93
    • April 8, 2019

22. Missing Forms 945 per IRS

    By WDIK, January 6, 2022
    • 0 replies
    • 566 views
    • 
    • WDIK
    • January 6, 2022

23. Aggregation of Plans Required?

    By Dougsbpc, June 5, 2022
    • 2 replies
    • 566 views
    • 
    • CuseFan
    • June 6, 2022

24. Plan Sponsor changes from Sole Proprietor to Corporation

    By rodin011, January 24, 2022
    • 2 replies
    • 566 views
    • 
    • rodin011
    • January 25, 2022

25. LLC as partner and disregarded entity

    By cathyw, September 11, 2017
    • 0 replies
    • 565 views
    • 
    • cathyw
    • September 11, 2017

26. Successor Plan when Previous Plan is TH

    By BG5150, September 13, 2018
    • 2 replies
    • 565 views
    • 
    • C. B. Zeller
    • September 13, 2018

27. Default withholding for recipients of periodic payments initiated prior to 2022?

    By KaJay, January 4, 2023
    • 0 replies
    • 565 views
    • 
    • KaJay
    • January 4, 2023

28. Independent Auditor's Report

    By thepensionmaven, May 25, 2017
    • 4 replies
    • 564 views
    • 
    • My 2 cents
    • May 30, 2017

29. control group and changing ownership

    By JHalligan, October 12, 2022
    • 1 reply
    • 564 views
    • 
    • CuseFan
    • October 13, 2022

30. Timing of Deposits

    By Gilmore, September 12, 2019
    • 0 replies
    • 564 views
    • 
    • Gilmore
    • September 12, 2019

31. Testing age

    By Jakyasar, July 29, 2024
    • 1 reply
    • 563 views
    • 
    • CuseFan
    • July 30, 2024

32. Relius users - beneficiary forms if a trust is named as beneficiary

    By Belgarath, November 17, 2021
    • 0 replies
    • 562 views
    • 
    • Belgarath
    • November 17, 2021

33. 2 CGs and staffing company

    By shERPA, February 5, 2022
    • 2 replies
    • 562 views
    • 
    • shERPA
    • February 5, 2022

34. Affiliated Service Group

    By Susan S., December 14, 2016
    • 1 reply
    • 561 views
    • 
    • SoCalActuary
    • December 14, 2016

35. Control Group question

    By cpc0506, November 6, 2015
    • 0 replies
    • 560 views
    • 
    • cpc0506
    • November 6, 2015

36. Multiple CGs in one plan--how to test

    By BG5150, September 21, 2022
    • 1 reply
    • 560 views
    • 
    • EBECatty
    • September 21, 2022

37. Erisapedia webcast yesterday on CARES/SECURE Amendments

    By Belgarath, August 31, 2022
    • 5 replies
    • 559 views
    • 
    • Peter Gulia
    • August 31, 2022

38. Loan transferred to qualified replacement plan (QRP)

    By Jakyasar, February 22, 2021
    • 5 replies
    • 558 views
    • 
    • Jakyasar
    • February 26, 2021

39. Resolution of LLC

    By thepensionmaven, May 3, 2024
    • 1 reply
    • 557 views
    • 
    • Lois Baker
    • May 6, 2024

40. Can the attorney fee be paid after rollover

    By Jakyasar, July 6, 2023
    • 1 reply
    • 557 views
    • 
    • Peter Gulia
    • July 6, 2023

41. Partners Funding Contributions

    By Dougsbpc, November 21, 2023
    • 2 replies
    • 554 views
    • 
    • Luke Bailey
    • November 22, 2023

42. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc, December 1, 2023
    • 0 replies
    • 552 views
    • 
    • Dougsbpc
    • December 1, 2023

43. Is this employee a participant?

    By Jakyasar, October 20, 2021
    • 2 replies
    • 551 views
    • 
    • Jakyasar
    • October 21, 2021

44. Resititution on Prior Year Prevailing Wage Job

    By 401kSteve, February 13, 2023
    • 1 reply
    • 551 views
    • 
    • CuseFan
    • February 14, 2023

45. No Plan Assets in 2020 - CARES Act Amendment still required?

    By L. S., August 26, 2022
    • 5 replies
    • 551 views
    • 
    • L. S.
    • September 6, 2022

46. What's the best "integration level" for a plain, integrated profit-sharing plan?

    By Dave Baker, January 20, 2021
    • 1 reply
    • 550 views
    • 
    • david rigby
    • January 20, 2021

47. Controlled Group

    By jpod, September 28, 2018
    • 1 reply
    • 550 views
    • 
    • jpod
    • September 28, 2018

48. 1099 R Question

    By Pammie57, January 11, 2017
    • 2 replies
    • 549 views
    • 
    • Lou S.
    • January 11, 2017

49. Is This An ASG situation?

    By mming, January 21, 2019
    • 1 reply
    • 545 views
    • 
    • Below Ground
    • January 22, 2019

50. NonResident Alien Now Resident Alien - Service and Comp

    By Gilmore, December 3, 2018
    • 2 replies
    • 543 views
    • 
    • Gilmore
    • December 3, 2018