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Retirement Plans in General

5,768 topics in this forum

  1. Disability Pay on a W-2 by the insurance company?

    By Belgarath,
    • 5 replies
    • 4k views

  2. Affiliated Service Group?

    By waid10,
    • 8 replies
    • 1.7k views

  3. Cycle 3 deadline - Trust Agreement

    By Tom,
    • 5 replies
    • 880 views

  4. Keeping fiduciary insurance policy (because of QRP) after selling or closing a business

    By AJC,
    • 3 replies
    • 794 views

  5. Cross Tested Plan Deposits -- Testing Each Deposit

    By AlbanyConsultant,
    • 12 replies
    • 1.2k views

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

    By Ryan,
    • 0 replies
    • 428 views

  7. Lifetime income illustrations - pooled plans

    By Belgarath,
    • 5 replies
    • 1k views

  8. Compensation - K-1 - Real Estate Income

    By ldr,
    • 7 replies
    • 1k views

  9. Lifetime income illustrations

    By Belgarath,
    • 2 replies
    • 610 views

  10. PS Plan - Partial termination determination - general question

    By Jakyasar,
    • 9 replies
    • 1.1k views

  11. Compensation Paid In Advance

    By EPCRSGuru,
    • 3 replies
    • 926 views

  12. 415 exceeded

    By 52626,
    • 4 replies
    • 1.4k views

  13. Should you always get a tax identification number for a retirement plan?

    By Will.I.Am,
    • 5 replies
    • 2.9k views

  14. Who signs a Plan Doc when multiple owners are not all Ind. Trustees?

    By TPApril,
    • 2 replies
    • 795 views

  15. DB/DC terminating during the year

    By Jakyasar,
    • 6 replies
    • 1.3k views

  16. defining statutory exclusions

    By Bri,
    • 1 reply
    • 584 views

  17. Changing plan name associated with EIN

    By Bird,
    • 3 replies
    • 750 views

  18. With a transfer of a plan’s assets and liabilities, does the transferor employer risk anything?

    By Peter Gulia,
    • 5 replies
    • 771 views

  19. Management Group 414(m)(5)

    By CNB CONSULTING,
    • 9 replies
    • 1.4k views

  20. Does the IRS do anything with Form 5310A?

    By Peter Gulia,   
    • 1 reply
    • 456 views

  21. Can the Cycle 3 plan restatement fee be paid from plan assets?

    By David Peckham,
    • 4 replies
    • 1k views

  22. Target Benefit Plan - 415(c) issue plus possibly incorrect contribution calculation

    By Jakyasar,
    • 20 replies
    • 1.2k views

  23. Name of Plan in which of two PAs

    By thepensionmaven,
    • 7 replies
    • 814 views

  24. 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

  25. Affiliated Service

    By thepensionmaven,
    • 8 replies
    • 1.2k views

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

    By TPApril,
    • 2 replies
    • 512 views

  27. Combo plans - testing age

    By Jakyasar,
    • 1 reply
    • 738 views

  28. Days vs Months for eligibility

    By BG5150,
    • 6 replies
    • 1.6k views

  29. Pooled Acct Amend to Allow Dist in Year of Term?

    By AmyETPA,
    • 6 replies
    • 706 views

  30. Aggregation of Plans Required?

    By Dougsbpc,
    • 2 replies
    • 583 views

  31. Hardship for the Purchase of a Primary Residence

    By Barry Levy,
    • 4 replies
    • 945 views

  32. Top heavy vs gateway in a combo plan

    By Jakyasar,
    • 6 replies
    • 1.3k views

  33. Combo plan - 401a4 testing - component testing related

    By Jakyasar,
    • 9 replies
    • 1.6k views

  34. APR Calculator Workbook

    By C. B. Zeller,
    • 22 replies
    • 2.4k views

  35. On July 1, 2022, must spouses’ consents resume physical presence before a notary?

    By Peter Gulia,
    • 6 replies
    • 858 views

  36. Does a participant/decedent’s creditor go after her retirement plan account?

    By Peter Gulia,
    • 14 replies
    • 3.7k views

  37. 410(b)(6) transition period

    By R. Butler,
    • 4 replies
    • 2.5k views

  38. 1099 employee/attorney - controlled group?

    By TPApril,
    • 1 reply
    • 1.1k views

  39. A Trust as a beneficiary

    By KJames,
    • 6 replies
    • 1.3k views

  40. ERISA Bond Coverage.... combine bonds?

    By K-t-F,
    • 4 replies
    • 880 views

  41. Subject to FICA

    By Santo Gold,
    • 12 replies
    • 5.5k views

  42. Waiver of PS due to SSI benefits?

    By BG5150,
    • 3 replies
    • 593 views

  43. Taxable vacation award--how to deduct 401k?

    By BG5150,
    • 4 replies
    • 1.1k views

  44. Fee paid from Owner's account only

    By Rayofsunshine,
    • 8 replies
    • 1.1k views

  45. Only Non-HCE excluded from coverage?

    By Gilmore,
    • 8 replies
    • 879 views

  46. Leased Employees from within a controlled group

    By Nate S,
    • 3 replies
    • 672 views

  47. distributions to non-spouse beneficiaries - is there a time limit?

    By AlbanyConsultant,
    • 1 reply
    • 665 views

  48. Date for late refunds: process or check date?

    By BG5150,
    • 2 replies
    • 666 views

  49. Plan Merger

    By Egold,
    • 8 replies
    • 1k views

  50. Member leaves CG--(partial) plan term?

    By BG5150,
    • 6 replies
    • 1k views
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