Retirement Plans in General

5,751 topics in this forum

1. Cycle 3 Restatements

   By DCPensionGal, January 19, 2022
   • 0 replies
   • 416 views
   • 
   • DCPensionGal
   • January 19, 2022

2. Annuity rollover into IRA correction

   By Kudos26, March 23, 2017
   • 0 replies
   • 415 views
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   • Kudos26
   • March 23, 2017

3. New W-4P for pension systems grace period - any other issues?

   By Ryan, July 25, 2022
   • 0 replies
   • 413 views
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   • Ryan
   • July 25, 2022

4. Coming out of PEO and wants to set up new plans

   By Jakyasar, December 23, 2022
   • 0 replies
   • 411 views
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   • Jakyasar
   • December 23, 2022

5. Predecessor service, rehires, mergers and acquisitons

   By R. Butler, May 8, 2017
   • 1 reply
   • 410 views
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   • K2
   • May 9, 2017

6. §4975(e)(2)(C)

   By Dalai Pookah, March 22, 2017
   • 1 reply
   • 408 views
   • 
   • My 2 cents
   • March 22, 2017

7. Partnership reduced earned income - 1/2 deduction for SS tax

   By Belgarath, March 5, 2019
   • 0 replies
   • 408 views
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   • Belgarath
   • March 5, 2019

8. IRS levy overpaid in error by employer

   By Brian, November 12, 2018
   • 0 replies
   • 406 views
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   • Brian
   • November 12, 2018

9. UBTI Question

   By Lou S., November 3, 2023
   • 0 replies
   • 404 views
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   • Lou S.
   • November 3, 2023

10. Needs enlightenment

    By Mermaid, November 17, 2020
    • 1 reply
    • 403 views
    • 
    • Lou S.
    • November 17, 2020

11. Plan Investment option/restriction

    By Earl, October 13, 2017   

    • foreign ordinaries
    • 0 replies
    • 401 views
    • 
    • Earl
    • October 13, 2017

12. Tax deductions in corporate transactions

    By Carol V. Calhoun, November 13, 2023
    • 0 replies
    • 400 views
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    • Carol V. Calhoun
    • November 13, 2023

13. Ineligible EE deferred and rolled over, then term'd

    By Cynchbeast, August 18, 2017
    • 1 reply
    • 399 views
    • 
    • ETA Consulting LLC
    • August 19, 2017

14. Combo plan deduction issues

    By Jakyasar, May 23, 2023
    • 2 replies
    • 399 views
    • 
    • Lou S.
    • June 2, 2023

15. Coverage/nondiscrimination testing with non-participating Controlled group member

    By Belgarath, March 7, 2017
    • 1 reply
    • 398 views
    • 
    • Tom Poje
    • March 7, 2017

16. amending ps plan provisions after NHCE participant terminated

    By Jakyasar, September 2, 2021
    • 0 replies
    • 397 views
    • 
    • Jakyasar
    • September 2, 2021

17. Calculating earnings--fees?

    By BG5150, June 11, 2018
    • 1 reply
    • 396 views
    • 
    • Bird
    • June 11, 2018

18. Applying for Waiver of Penalties/Interest for late-filed 5330s

    By Jeff Kirtner, May 15, 2023
    • 0 replies
    • 392 views
    • 
    • Jeff Kirtner
    • May 15, 2023

19. PPP Forgiveness Question

    By Gilmore, September 30, 2020
    • 0 replies
    • 390 views
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    • Gilmore
    • September 30, 2020

20. Can the Retirement Plans Startup Costs Tax Credit be requested retroactively?

    By rblum50, February 26, 2021
    • 0 replies
    • 389 views
    • 
    • rblum50
    • February 26, 2021

21. Ineligible Assets - Audit Info

    By RestAssured, May 30, 2023
    • 2 replies
    • 388 views
    • 
    • Paul I
    • May 30, 2023

22. taxable wage base

    By Tom Poje, October 16, 2017
    • 2 replies
    • 385 views
    • 
    • stephen
    • October 16, 2017

23. Loss of Coverage during 1035 Exchange?

    By NexusBenefit, January 5, 2017   

    • life insurance
    • 1035
    • (and 1 more)

      Tagged with:

      • life insurance
      • 1035
      • 1035 exchange
    • 0 replies
    • 380 views
    • 
    • NexusBenefit
    • January 5, 2017

24. Congress Approves Hurricane Relief Bill

    By RatherBeGolfing, September 29, 2017
    • 0 replies
    • 377 views
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    • RatherBeGolfing
    • September 29, 2017

25. Senate kills automatic-enrollment IRA programs established by municipalities

    By RatherBeGolfing, March 30, 2017
    • 0 replies
    • 370 views
    • 
    • RatherBeGolfing
    • March 30, 2017

26. California Retirement Specialists

    By RGiannini, April 21, 2017   

    • capital forum on pensions
    • retirement conference
    • 0 replies
    • 369 views
    • 
    • RGiannini
    • April 21, 2017

27. Indexed limits

    By Tom Poje, May 16, 2017
    • 0 replies
    • 366 views
    • 
    • Tom Poje
    • May 16, 2017

28. Proposed 60-day extension of the applicability date of the Fiduciary rule and PTEs

    By RatherBeGolfing, March 1, 2017
    • 1 reply
    • 365 views
    • 
    • Peter Gulia
    • March 1, 2017

29. Hurricane Irma - Client concerns

    By rblum50, September 13, 2017   

    • designated disaster county and loan/hardship distributions
    • 0 replies
    • 363 views
    • 
    • rblum50
    • September 13, 2017

30. plan limits

    By Tom Poje, March 15, 2017
    • 1 reply
    • 362 views
    • 
    • david rigby
    • March 15, 2017

31. Asking about retirement plan vendor

    By Bob the Swimmer, October 26, 2023
    • 0 replies
    • 359 views
    • 
    • Bob the Swimmer
    • October 26, 2023

32. Contributions received for unenrolled individual with participating employer - Can we return [all] funds to employer?

    By KaJay, May 17, 2023
    • 0 replies
    • 359 views
    • 
    • KaJay
    • May 17, 2023

33. Documentation re Plan Sponsor

    By Cynchbeast, July 29, 2017
    • 0 replies
    • 357 views
    • 
    • Cynchbeast
    • July 29, 2017

34. RMD related

    By Jakyasar, November 7
    • 3 replies
    • 357 views
    • 
    • Jakyasar
    • Thursday at 09:46 PM

35. Tax credit for a small employer’s start-up expenses for using a multiple-employer plan?

    By Peter Gulia, March 19, 2021   

    • tax credit; 45e
    • 0 replies
    • 347 views
    • 
    • Peter Gulia
    • March 19, 2021

36. plan limits next year

    By Tom Poje, September 14, 2017
    • 1 reply
    • 342 views
    • 
    • XTitan
    • September 14, 2017

37. Attribution of stock ownership

    By cathyw, May 8, 2017
    • 1 reply
    • 342 views
    • 
    • Belgarath
    • May 8, 2017

38. Correction of Top Heavy Failures; Covered by Two Plans

    By Powamow, November 7, 2021
    • 0 replies
    • 337 views
    • 
    • Powamow
    • November 7, 2021

39. Deduction for PPP salary plus regular salary

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

40. Affiliated Service Group & ERISA

    By pcbenefits007, November 1, 2023
    • 0 replies
    • 322 views
    • 
    • pcbenefits007
    • November 1, 2023

41. Employee HSA Payments

    By mjf06241972, February 26, 2019
    • 0 replies
    • 321 views
    • 
    • mjf06241972
    • February 26, 2019

42. CG for part of year

    By Bird, December 9, 2020
    • 1 reply
    • 321 views
    • 
    • C. B. Zeller
    • December 9, 2020

43. ASG analysis - part of "start-up costs" for credit?

    By AlbanyConsultant, November 18, 2020
    • 0 replies
    • 320 views
    • 
    • AlbanyConsultant
    • November 18, 2020

44. 2024 limits are out

    By Jakyasar, November 1, 2023
    • 1 reply
    • 320 views
    • 
    • Carol V. Calhoun
    • November 1, 2023

45. A money-purchase plan may provide a coronavirus-related distribution.

    By Peter Gulia, December 21, 2020   

    • coronavirus
    • 0 replies
    • 315 views
    • 
    • Peter Gulia
    • December 21, 2020

46. Adopting Employer

    By dan.jock, September 14, 2017
    • 1 reply
    • 305 views
    • 
    • Bird
    • September 14, 2017

47. Lifetime Income Illustration

    By ASFESQ, March 27, 2023
    • 0 replies
    • 278 views
    • 
    • ASFESQ
    • March 27, 2023

48. Malware Alert bogus emails

    By ConnieStorer, February 2, 2021
    • 1 reply
    • 278 views
    • 
    • Bird
    • February 2, 2021

49. Retaining required forms in hard copy

    By Belgarath, July 21, 2023
    • 0 replies
    • 263 views
    • 
    • Belgarath
    • July 21, 2023

50. IRS Releases 2026 Inflation-Adjusted Limits

    By Lois Baker, Thursday at 03:15 PM
    • 0 replies
    • 230 views
    • 
    • Lois Baker
    • Thursday at 03:15 PM