Retirement Plans in General

5,750 topics in this forum

1. Net c is lower than expected for a new 401k plan

   By Jakyasar, July 20, 2023
   • 5 replies
   • 508 views
   • 
   • Lou S.
   • July 20, 2023

2. Profit Share Allocation

   By coleboy, August 30, 2016
   • 1 reply
   • 507 views
   • 
   • rcline46
   • August 30, 2016

3. How do I apply IRC 411(a)(11)(A) for MEPs

   By Purplemandinga, May 2, 2021
   • 1 reply
   • 507 views
   • 
   • C. B. Zeller
   • May 3, 2021

4. Top Heavy Question

   By BG5150, January 28, 2021
   • 1 reply
   • 507 views
   • 
   • Lou S.
   • January 28, 2021

5. New ASG Member

   By Gilmore, December 4, 2020
   • 5 replies
   • 504 views
   • 
   • FORMER ESQ.
   • December 24, 2020

6. Controlled group? ASG?

   By ombskid, February 1, 2017
   • 1 reply
   • 502 views
   • 
   • Calavera
   • February 1, 2017

7. Voya Vesting Update

   By TH 401k, October 27
   • 3 replies
   • 502 views
   • 
   • ratherbereading
   • October 29

8. "Difficulty of Care Payments" under IRC 131(c)(1)

   By Belgarath, April 19, 2023
   • 0 replies
   • 502 views
   • 
   • Belgarath
   • April 19, 2023

9. reminder: electronic filing shuts down for a month

   By Tom Poje, December 5, 2017
   • 1 reply
   • 501 views
   • 
   • My 2 cents
   • December 5, 2017

10. Does $145,000 inflation-adjust to $150,000?

    By Peter Gulia, October 25
    • 0 replies
    • 501 views
    • 
    • Peter Gulia
    • October 25

11. spousal exception/minor child and unrelated owner

    By Draper55, December 13, 2021
    • 1 reply
    • 499 views
    • 
    • Bri
    • December 13, 2021

12. MP Plans - control group & effect of compliance on each other

    By TPApril, August 3, 2016   

    • contributions
    • 0 replies
    • 499 views
    • 
    • TPApril
    • August 3, 2016

13. S Corps own a Practice as a partnership

    By HMCTPA, August 2, 2017   

    • s corps
    • partnership
    • (and 2 more)

      Tagged with:

      • s corps
      • partnership
      • k-1
      • w2
    • 2 replies
    • 498 views
    • 
    • HMCTPA
    • August 9, 2017

14. Form 7004

    By Egold, September 21, 2023
    • 1 reply
    • 498 views
    • 
    • Dare Johnson
    • September 23, 2023

15. Best way to designate a beneficiary so as to divide among several charities?

    By Chippy, October 6, 2017
    • 3 replies
    • 498 views
    • 
    • jpod
    • October 6, 2017

16. Plan Restatement Date - implication on short plan year?

    By TPApril, June 27, 2022
    • 2 replies
    • 496 views
    • 
    • TPApril
    • June 27, 2022

17. Will Congress give us a 2024 Christmas present?

    By Peter Gulia, September 26, 2024
    • 1 reply
    • 494 views
    • 
    • RatherBeGolfing
    • September 26, 2024

18. RMDs for survivng spouses

    By Philip2, November 4, 2020
    • 1 reply
    • 493 views
    • 
    • Lou S.
    • November 4, 2020

19. Start-up Costs - Employer Contribution Credit - Cash or accrual based employer contributions

    By Kris G, February 25, 2024
    • 0 replies
    • 490 views
    • 
    • Kris G
    • February 25, 2024

20. IRS Announces 2018 Retirement Plan Limits

    By Lois Baker, October 19, 2017
    • 0 replies
    • 489 views
    • 
    • Lois Baker
    • October 19, 2017

21. insurance issues

    By thepensionmaven, September 26, 2017   

    • pension issues with insurance agent/investment guy
    • 3 replies
    • 488 views
    • 
    • Mike Preston
    • September 26, 2017

22. Hurricane Dorian

    By RatherBeGolfing, August 30, 2019
    • 1 reply
    • 487 views
    • 
    • duckthing
    • August 30, 2019

23. changing address for TIN?

    By AlbanyConsultant, November 24, 2020
    • 2 replies
    • 486 views
    • 
    • Belgarath
    • November 24, 2020

24. Compensation question

    By BG5150, January 16, 2017
    • 2 replies
    • 486 views
    • 
    • rocknrolls2
    • January 30, 2017

25. Controlled Group?

    By Zoey, January 27, 2017
    • 3 replies
    • 484 views
    • 
    • RatherBeGolfing
    • January 27, 2017

26. IRS Form 945 paper or electronic

    By Tom, January 17, 2024
    • 0 replies
    • 481 views
    • 
    • Tom
    • January 17, 2024

27. Lump Sum Distribution - Employer Securities

    By Buckoosier, February 9, 2017
    • 1 reply
    • 479 views
    • 
    • david rigby
    • February 9, 2017

28. Is $100 Per Day Penalty for Not Furnishing Info Indexed?

    By rocknrolls2, December 27, 2018
    • 1 reply
    • 479 views
    • 
    • card
    • January 5, 2019

29. Pooled acct in Partic-directed plan

    By BG5150, September 29, 2020
    • 2 replies
    • 479 views
    • 
    • ESOP Guy
    • September 29, 2020

30. Plan Disqualification?

    By katieinny, March 22, 2017   

    • one-person plan with loan problems
    • 1 reply
    • 478 views
    • 
    • My 2 cents
    • March 22, 2017

31. Service Spanning Rules--link please

    By BG5150, March 5, 2019
    • 1 reply
    • 478 views
    • 
    • Belgarath
    • March 5, 2019

32. How to inflation-adjust amounts not designed in Tom Poje’s spreadsheet

    By Peter Gulia, October 25
    • 1 reply
    • 477 views
    • 
    • Tom Poje
    • October 29

33. Coverage question

    By BG5150, April 6, 2017
    • 3 replies
    • 477 views
    • 
    • Tom Poje
    • April 6, 2017

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

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

35. DB SAR

    By K2, September 18, 2017
    • 4 replies
    • 475 views
    • 
    • Mike Preston
    • September 19, 2017

36. DC plan has standardized prototype but DB plan has volume submitter

    By Jakyasar, January 12, 2022
    • 2 replies
    • 471 views
    • 
    • Jakyasar
    • January 12, 2022

37. 50% owner of LLC also works for self employed wife

    By ombskid, August 18, 2021
    • 0 replies
    • 468 views
    • 
    • ombskid
    • August 18, 2021

38. Sharing staff allocation from partnership to sole-props in an ASG

    By AlbanyConsultant, March 31, 2017
    • 1 reply
    • 466 views
    • 
    • Kevin C
    • March 31, 2017

39. Is this a partial termination

    By Jakyasar, December 3, 2020
    • 2 replies
    • 465 views
    • 
    • Jakyasar
    • December 6, 2020

40. EIN for trust

    By Cynchbeast, September 17, 2018
    • 3 replies
    • 463 views
    • 
    • Larry Starr
    • September 19, 2018

41. DC Contribution made to DB account

    By SSRRS, October 18, 2018
    • 1 reply
    • 461 views
    • 
    • david rigby
    • October 19, 2018

42. Can they deduct 2017 contrib on 2018 taxes?

    By BG5150, August 8, 2018
    • 2 replies
    • 461 views
    • 
    • Larry Starr
    • August 8, 2018

43. Limited partner

    By cpc0506, February 6, 2017   

    • earned income
    • 0 replies
    • 460 views
    • 
    • cpc0506
    • February 6, 2017

44. 5330 for deferrals with a negative K-1... for 2014

    By AlbanyConsultant, August 24, 2016
    • 0 replies
    • 460 views
    • 
    • AlbanyConsultant
    • August 24, 2016

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

    By RatherBeGolfing, June 8, 2018
    • 0 replies
    • 460 views
    • 
    • RatherBeGolfing
    • June 8, 2018

46. Closed MEP - Top Paid Group Election question

    By justanotheradmin, October 28, 2019
    • 0 replies
    • 460 views
    • 
    • justanotheradmin
    • October 28, 2019

47. Controlled Group - Combo plan deduction

    By Jakyasar, July 15, 2024
    • 1 reply
    • 459 views
    • 
    • Jakyasar
    • July 15, 2024

48. 1099 Software

    By Dougsbpc, January 6, 2021
    • 1 reply
    • 457 views
    • 
    • david rigby
    • January 6, 2021

49. Aggregation of two Safe-Harbor Match 401(k) Plans with Different Matching Formulas

    By FORMER ESQ., March 1, 2021
    • 1 reply
    • 457 views
    • 
    • C. B. Zeller
    • March 1, 2021

50. DOL Proposed Investment Advice package scheduled for publication in the Federal Register

    By Lois Baker, November 2, 2023
    • 0 replies
    • 457 views
    • 
    • Lois Baker
    • November 2, 2023