Retirement Plans in General

5,781 topics in this forum

1. 408(b)(2) regs

   By Guest JM123, August 26, 2011
   • 0 replies
   • 828 views
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   • Guest
   • August 26, 2011

2. IRS extends tax filing deadline for Hurricane Idalia victims in Florida

   By SSRRS, September 21, 2023
   • 0 replies
   • 439 views
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   • SSRRS
   • September 21, 2023

3. Plan Termination

   By waid10, August 28, 2009
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   • 1.4k views
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   • waid10
   • August 28, 2009

4. RMD relief

   By RatherBeGolfing, June 23, 2020
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   • 689 views
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   • RatherBeGolfing
   • June 23, 2020

5. Seeking clarification on Roth IRA withdrawal

   By Guest wdb, September 14, 2004
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   • 935 views
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   • Guest
   • September 14, 2004

6. $100 Penalty Under ERISA 502(c)(1)(b)

   By Guest DrJekyll, April 23, 1999
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   • 2.2k views
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   • Guest
   • April 23, 1999

7. Deduction for PPP salary plus regular salary

   By Jakyasar, December 15, 2020
   • 0 replies
   • 351 views
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   • Jakyasar
   • December 15, 2020

8. "Mistake of fact"

   By Belgarath, September 23, 2021
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   • 676 views
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   • Belgarath
   • September 23, 2021

9. Retaining required forms in hard copy

   By Belgarath, July 21, 2023
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   • 285 views
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   • Belgarath
   • July 21, 2023

10. PTE Application

    By Scott, April 5, 2001
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    • 1.4k views
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    • Scott
    • April 5, 2001

11. Rehires

    By Guest carsca, September 5, 2003
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    • Guest
    • September 5, 2003

12. Plan Loan

    By imchipbrown, May 5, 1999
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    • 1.6k views
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    • imchipbrown
    • May 5, 1999

13. Fiduciary Liability Insurance

    By Guest drp41980, February 14, 2007
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    • Guest
    • February 14, 2007

14. Eligible for Distribution due to change in controlled group membership?

    By jmartin, November 12, 2012
    • 0 replies
    • 726 views
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    • jmartin
    • November 12, 2012

15. IRS FIRE website shutdown dates

    By Tom Poje, November 20, 2018
    • 0 replies
    • 855 views
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    • Tom Poje
    • November 20, 2018

16. Controlled Group - What's the plan income?

    By Guest Shrek'sconfused, October 29, 2007
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    • 838 views
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    • Guest
    • October 29, 2007

17. Money Purchase or Target plan deduction problem

    By Belgarath, April 8, 2009
    • 0 replies
    • 994 views
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    • Belgarath
    • April 8, 2009

18. Group Trust Determination Letter

    By Guest ERISAQUEEN, June 30, 2012
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    • 1.3k views
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    • Guest
    • June 30, 2012

19. Non-standardized plan with no exclusions

    By wmyer, August 22, 2000
    • 0 replies
    • 1.4k views
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    • wmyer
    • August 22, 2000

20. Controlled Groups and S Corp.s

    By Guest LLandau, May 6, 2003
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    • Guest
    • May 6, 2003

21. Keogh vs SEP - Asset Protection - Seeking Articles on Subject

    By Guest kprhok, September 25, 2009
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    • 1.7k views
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    • Guest
    • September 25, 2009

22. OBRA 93 Amendment

    By rcline46, March 1, 2011
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    • 1.4k views
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    • rcline46
    • March 1, 2011

23. Another 408(b)(2) question

    By SMB, August 26, 2011
    • 0 replies
    • 920 views
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    • SMB
    • August 26, 2011

24. Franchised corporation exclusion???

    By jaemmons, June 19, 2002
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    • 1.5k views
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    • jaemmons
    • June 19, 2002

25. Highlight of Western Pension & Benefits , ASPA conference.

    By jevd, September 15, 2004
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    • 1.2k views
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    • jevd
    • September 15, 2004

26. DB Plan - IRS DL -- Risk Transfer Language Disclosure

    By rocknrolls2, January 19, 2017
    • 0 replies
    • 498 views
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    • rocknrolls2
    • January 19, 2017

27. MEP - waiver of eligibility requirements when joining

    By AlbanyConsultant, March 20, 2024
    • 0 replies
    • 575 views
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    • AlbanyConsultant
    • March 20, 2024

28. Happy Groundhog Day!

    By CuseFan, February 2
    • 0 replies
    • 71 views
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    • CuseFan
    • February 2

29. 401(k) Plan for Guam Based Corporation

    By Guest Sparky, July 9, 2004
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    • 3.1k views
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    • Guest
    • July 9, 2004

30. Form 2848

    By nancy, October 27, 2006
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    • 1.1k views
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    • nancy
    • October 27, 2006

31. QROPS Pension transfers

    By Guest expatworld, June 20, 2011
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    • 862 views
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    • Guest
    • June 20, 2011

32. Amended Schedule C Effect on PST Contr.

    By Guest K Thompson, May 11, 1999
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    • 1.4k views
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    • Guest
    • May 11, 1999

33. sched C income from 2 sources

    By suzeq4ever, March 24, 2011
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    • 1.4k views
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    • suzeq4ever
    • March 24, 2011

34. 403(b) and 401(k) Consultants

    By erturner22, February 11, 2016   

    • consultant; retirement
    • 0 replies
    • 672 views
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    • erturner22
    • February 11, 2016

35. LIP Plan

    By Guest Jim Brennan, May 25, 2000
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    • Guest
    • May 25, 2000

36. Lost participants - any obligation to find them just to provide SAR, S

    By AndyH, October 19, 2000
    • 0 replies
    • 1.5k views
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    • AndyH
    • October 19, 2000

37. Timing of Excess DB Assets to a DC plan

    By JButtrick, December 4, 2013   

    • termination
    • escrow
    • (and 1 more)

      Tagged with:

      • termination
      • escrow
      • timing
    • 0 replies
    • 1.5k views
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    • JButtrick
    • December 4, 2013

38. Excludable "Welfare Benefits" under 1.414(s)-1(c)3

    By Briandfox, September 1, 2015
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    • 2.4k views
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    • Briandfox
    • September 1, 2015

39. Elective service crediting

    By Scuba 401, January 20, 2017
    • 0 replies
    • 673 views
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    • Scuba 401
    • January 20, 2017

40. Puerto Rico Plan Reference Book

    By buckaroo, November 30, 2007
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    • 1.5k views
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    • buckaroo
    • November 30, 2007

41. Can a Mortgage Broker's Qualified Plan Invest in Mortgages They Sell?

    By mming, February 6, 2001
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    • 1.6k views
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    • mming
    • February 6, 2001

42. New (old?) Planning concept

    By bzorc, November 30, 2001
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    • 1.3k views
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    • bzorc
    • November 30, 2001

43. Simple IRA's and Control Groups

    By Guest itrade4u2, May 10, 2002
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    • Guest
    • May 10, 2002

44. Insurance Incidental Limits

    By Craig Schiller, November 30, 2001
    • 0 replies
    • 1.4k views
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    • Craig Schiller
    • November 30, 2001

45. Sole Prop. Maintained a SEP-IRA; Incorporates and Establishes a DBPP in December

    By Guest EMM118, January 12, 2006
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    • 1.3k views
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    • Guest
    • January 12, 2006

46. "Omnibus" account for tax withholdings

    By Guest Doug Johnston, October 20, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • October 20, 2001

47. Trustee Directed DC Plan Statements

    By zimbo, April 9, 2008
    • 0 replies
    • 1.3k views
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    • zimbo
    • April 9, 2008

48. Who can be a Sponsoring Organization?

    By katieinny, January 21, 2015   

    • Are there limitations?
    • 0 replies
    • 730 views
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    • katieinny
    • January 21, 2015

49. 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
    • 783 views
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    • Nate X
    • February 11, 2016

50. Do you know how 2023’s weekends and holidays adjust due dates?

    By Peter Gulia, January 1, 2023
    • 0 replies
    • 806 views
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    • Peter Gulia
    • January 1, 2023