Retirement Plans in General

5,768 topics in this forum

1. TH Test Balance question

   By BG5150, February 7, 2017
   • 6 replies
   • 535 views
   • 
   • Belgarath
   • February 8, 2017

2. In Memoriam: Karen Ferguson, founder of the Pension Rights Center

   By Lois Baker, December 31, 2021
   • 0 replies
   • 535 views
   • 
   • Lois Baker
   • December 31, 2021

3. E&O coverage

   By Jakyasar, November 9, 2021
   • 0 replies
   • 534 views
   • 
   • Jakyasar
   • November 9, 2021

4. Union company, can owner have his own?

   By ombskid, March 3, 2016
   • 1 reply
   • 532 views
   • 
   • Mike Preston
   • March 3, 2016

5. affiliated service

   By thepensionmaven, June 16, 2016
   • 1 reply
   • 531 views
   • 
   • Mike Preston
   • June 16, 2016

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

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

7. Looking for an old EGTRRA Opinion Letter

   By jeff77, August 28, 2020
   • 0 replies
   • 530 views
   • 
   • jeff77
   • August 28, 2020

8. Death Benefit Payout Periods under SECURE Act

   By Belgarath, October 14, 2020
   • 2 replies
   • 529 views
   • 
   • cathyw
   • October 14, 2020

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

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

10. Money Purchase Plan - restrictions on investments?

    By TaxLawyer1978, July 20, 2018
    • 1 reply
    • 528 views
    • 
    • Larry Starr
    • July 20, 2018

11. Deductibility of PS and mid-year entrant comp

    By BG5150, March 15, 2017
    • 2 replies
    • 528 views
    • 
    • Mike Preston
    • March 15, 2017

12. Matching Contribution Timing

    By mjf06241972, December 9, 2020
    • 2 replies
    • 527 views
    • 
    • MWeddell
    • December 14, 2020

13. affiliated service/controlled group

    By thepensionmaven, November 16, 2017
    • 3 replies
    • 526 views
    • 
    • Mike Preston
    • November 16, 2017

14. Deductibility of Contributions

    By 401_noob, May 2, 2017   

    • 404a3
    • 2 replies
    • 526 views
    • 
    • 401_noob
    • May 2, 2017

15. Starting 401k plan with an existing DB Plan

    By coleboy, August 28, 2018
    • 3 replies
    • 524 views
    • 
    • Tom Poje
    • August 29, 2018

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

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

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

    By TPApril, August 3, 2016   

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

18. MEP resources

    By AlbanyConsultant, September 15, 2023
    • 0 replies
    • 522 views
    • 
    • AlbanyConsultant
    • September 15, 2023

19. Self Correction - THM and Gateway Allocations

    By 52626, August 24, 2017
    • 1 reply
    • 522 views
    • 
    • Mike Preston
    • August 24, 2017

20. Top Heavy Question

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

21. New ASG Member

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

22. Controlled group? ASG?

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

23. Form 7004

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

24. Profit Share Allocation

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

25. Will Congress give us a 2024 Christmas present?

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

26. reminder: electronic filing shuts down for a month

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

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

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

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

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

29. changing address for TIN?

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

30. spousal exception/minor child and unrelated owner

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

31. 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
    • 509 views
    • 
    • HMCTPA
    • August 9, 2017

32. RMDs for survivng spouses

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

33. IRS Announces 2018 Retirement Plan Limits

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

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

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

35. insurance issues

    By thepensionmaven, September 26, 2017   

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

36. Service Spanning Rules--link please

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

37. Compensation question

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

38. IRS Form 945 paper or electronic

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

39. Hurricane Dorian

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

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

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

41. Controlled Group?

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

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

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

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

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

44. Pooled acct in Partic-directed plan

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

45. Plan Disqualification?

    By katieinny, March 22, 2017   

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

46. Coverage question

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

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

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

48. Lump Sum Distribution - Employer Securities

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

49. DB SAR

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

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

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