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Retirement Plans in General

5,771 topics in this forum

  1. What is the gross salary to be use for pension purposes?

    By Jakyasar,
    • 3 replies
    • 1.3k views
    • Bri
    • Bri

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

    By Jakyasar,
    • 5 replies
    • 714 views

  3. What is the most efficent way to withhold Federal taxes and remit the withholding to the gov't?

    By RayJJohnsonJr,
    • 15 replies
    • 1.6k views

  4. What is the net income to use for pension?

    By Jakyasar,
    • 6 replies
    • 850 views

  5. What is the plan # for controlled group?

    By Jakyasar,
    • 9 replies
    • 2.5k views

  6. What is the weight of IRS proposed regulations?

    By Guest EBBeginner,
    • 4 replies
    • 3.6k views

  7. What is TPA exposure for reporting late deferrals on 5500?

    By BG5150,
    • 2 replies
    • 1.4k views

  8. What is w-2 salary

    By Jakyasar,
    • 16 replies
    • 1.8k views

  9. What laws must a retirement plan amend for after 12/31/2006? What provisions of the Pension Protection Act of 2006 must one amend for after 12/31/2006

    By Guest Enda80,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  10. What laws would a retirement have to have had to amend for by the middle of 2007? Any aspects of the PPA (Pension Protection Act), for example?

    By Guest Enda80,
    • 0 replies
    • 741 views
    • Guest
    • Guest

  11. What needs to be done when a company changes from Sole Proprietor to a Corporation?

    By Guest DIGMYDOG,
    • 1 reply
    • 1.1k views

  12. What official sources dictate that a 401(k) plan have a definitely sta

    By Guest Enda80,
    • 3 replies
    • 1.2k views

  13. What ownership is considered in determining 5% owner

    By Dougsbpc,
    • 4 replies
    • 1.1k views

  14. What qualifies a distribution for rollover treatment?

    By Guest Joel Frank,
    • 10 replies
    • 5.1k views
    • Guest
    • Guest

  15. What regulation says a plan doesn’t tax-qualify if not administered according to its written plan?

    By Peter Gulia,   
    • 15 replies
    • 2.6k views

  16. What should be done when a profit sharing contribution exceeds the fix

    By John A,
    • 13 replies
    • 6.1k views

  17. What to count as compensation in a controlled groutp

    By Santo Gold,
    • 2 replies
    • 1.1k views

  18. What to count for top heavy

    By Santo Gold,
    • 1 reply
    • 1.2k views

  19. What to do with forfeitures that exceed contribution formula?

    By John A,
    • 3 replies
    • 1.5k views

  20. What to do with missing participants - California style. (Does Califor

    By John A,
    • 2 replies
    • 2.5k views
    • Guest
    • Guest

  21. What to for final 5500 filing?

    By Jakyasar,
    • 2 replies
    • 2.4k views

  22. What to include as compensation

    By Santo Gold,
    • 4 replies
    • 2k views

  23. What to provide participants as part of a "full annual report&quo

    By jkharvey,
    • 6 replies
    • 1.5k views

  24. What top-heavy benefit does HCE get in a combo plan?

    By Jakyasar,
    • 5 replies
    • 1.1k views

  25. What type of notice when changing from integrated discretionary profit sharing plan to a cross-tested formula?

    By Guest tcunagin,
    • 2 replies
    • 2.6k views

  26. What type of plan?

    By Guest m.n.ouellette,
    • 1 reply
    • 867 views

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

    By Jeannine,
    • 2 replies
    • 1.2k views

  28. What's best retirement vehicle for this Schedule C participant: Uni-K or traditional profit sharing plan?

    By Lori H,
    • 11 replies
    • 4.8k views

  29. What's needed to document a change in plan trustee?

    By betheeg,
    • 3 replies
    • 2.1k views
    • Guest
    • Guest

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

    By Dave Baker,
    • 1 reply
    • 567 views

  31. What's the best way to remove the "discretionary profit sharing" accounts from a 401k Plan?

    By Lynn Campbell,
    • 12 replies
    • 2.3k views

  32. What's the difference between a "common" trust and a "collective" trust?

    By Guest rpreston,
    • 2 replies
    • 12.3k views

  33. Whatever became of Ira Cohen?

    By Guest 401der,
    • 6 replies
    • 4.1k views

  34. When 415 excesses are returned, is a 5330 required?

    By John A,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  35. When a rollover isn't a rollover

    By shERPA,
    • 3 replies
    • 966 views

  36. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  37. When an unincorporated partner becomes a W-2 employee mid-year

    By Belgarath,
    • 3 replies
    • 976 views

  38. When are multiple vesting schedules in one plan considered discrimina

    By Guest michaelv,
    • 4 replies
    • 2.9k views

  39. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2,
    • 5 replies
    • 1.5k views

  40. When calculating the 15% contribution limit, can forfeitures first be

    By DP,
    • 7 replies
    • 2.3k views

  41. When can (or should) the plan sponsor make benefit payments?

    By richard,
    • 1 reply
    • 1.4k views

  42. When can plan compensation definition be amended for 414(s) testing?

    By Jakyasar,
    • 9 replies
    • 1.5k views

  43. When can someone use a snap on amendment to amend a retirement plan document?

    By Guest Enda80,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  44. When changing a vesting schedule, are all these statements true?

    By John A,
    • 0 replies
    • 1.5k views

  45. When Controlled Group Ends as to Member...

    By chris,
    • 1 reply
    • 1.3k views

  46. When determining who is an excludable employee under 410(b), which com

    By John A,
    • 3 replies
    • 2.3k views

  47. When did the law change on Money Purchase Plans, allowing plans to reallocate forfeitures (instead of using them to offset the employer contribution)?

    By bzorc,
    • 3 replies
    • 1.3k views

  48. When do the profit sharing contributions have to be deposited by?For a plan year that runs from 6/1/02 through 5/31/03?

    By Jilliandiz,
    • 5 replies
    • 2k views

  49. When do the provisions of a plan amendment changing eligibility and ve

    By Guest D. Neuhauser,
    • 2 replies
    • 1.7k views

  50. When do you determine a CG or ASG?

    By Dalai Pookah,   
    • 5 replies
    • 1.6k views
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