Retirement Plans in General

5,751 topics in this forum

1. Multiple schedule c's

   By Jakyasar, March 27, 2022
   • 2 replies
   • 745 views
   • 
   • Mike Preston
   • March 29, 2022

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

   By Jakyasar, March 25, 2022
   • 6 replies
   • 829 views
   • 
   • Dare Johnson
   • March 26, 2022

3. Coverage testing, terminated participant with zero hours but has post severance comp

   By Belgarath, March 22, 2022
   • 12 replies
   • 1.5k views
   • 
   • Nate S
   • March 25, 2022

4. COVID withdrawal

   By thepensionmaven, March 22, 2022
   • 4 replies
   • 643 views
   • 
   • Lou S.
   • March 24, 2022

5. Can the 2021 tax return be amended for a new plan?

   By Jakyasar, March 21, 2022
   • 4 replies
   • 997 views
   • 
   • Jakyasar
   • March 22, 2022

6. Sale of art work by a Money Purchase Plan

   By Ananda, March 18, 2022
   • 5 replies
   • 937 views
   • 
   • acm_acm
   • March 22, 2022

7. Can inherited IRA be rolled into a PS plan?

   By Jakyasar, March 21, 2022
   • 3 replies
   • 834 views
   • 
   • Jakyasar
   • March 21, 2022

8. Amend owner out of plan then back in--discrimination?

   By BG5150, March 18, 2022
   • 3 replies
   • 687 views
   • 
   • BG5150
   • March 18, 2022

9. Cost to print and mail enrollment kits--acceptable plan expense?

   By BG5150, March 17, 2022
   • 1 reply
   • 938 views
   • 
   • C. B. Zeller
   • March 17, 2022

10. Employee included by mistake

    By Basically, March 1, 2022
    • 16 replies
    • 1.9k views
    • 
    • Belgarath
    • March 16, 2022

11. Does the IRS ever challenge a shareholder-employee’s compensation as too high?

    By Peter Gulia, March 11, 2022   

    • s corporation; compensation
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 12, 2022

12. eligibility question

    By thepensionmaven, March 9, 2022
    • 7 replies
    • 1.3k views
    • 
    • ESOP Guy
    • March 10, 2022

13. Coverage

    By gc@chimentowebb.com, March 8, 2022
    • 6 replies
    • 1.2k views
    • 
    • gc@chimentowebb.com
    • March 9, 2022

14. Employee terminated as W-2 and rehired as 1099

    By Jakyasar, March 1, 2022
    • 12 replies
    • 2.6k views
    • 
    • ERISA1
    • March 8, 2022

15. Non-Resident Owner

    By thepensionmaven, March 7, 2022
    • 3 replies
    • 967 views
    • 
    • Peter Gulia
    • March 7, 2022

16. Self employed Integrated contribution calculation

    By Magill, March 3, 2022
    • 3 replies
    • 800 views
    • 
    • Tom Poje
    • March 5, 2022

17. Gateway related

    By Jakyasar, March 4, 2022
    • 1 reply
    • 995 views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2022

18. Otherwise excludable when YOS is elapsed time?

    By BG5150, March 1, 2022
    • 2 replies
    • 1.1k views
    • 
    • bito'money
    • March 3, 2022

19. Another IRS denial of extension request - with a twist!

    By Brenda Wren, February 22, 2022
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • March 2, 2022

20. IRS Notice CP214

    By Gilmore, February 28, 2022
    • 3 replies
    • 956 views
    • 
    • Gilmore
    • February 28, 2022

21. ERISA coverage for new plan for former employees only

    By EBspecialist, January 19, 2022
    • 9 replies
    • 1.5k views
    • 
    • david rigby
    • February 25, 2022

22. Combo plan - gateway related

    By Jakyasar, February 24, 2022
    • 8 replies
    • 1k views
    • 
    • Jakyasar
    • February 25, 2022

23. Any controlled group issues?

    By Jakyasar, February 22, 2022
    • 5 replies
    • 714 views
    • 
    • Nate S
    • February 23, 2022

24. Might it make sense to omit a cash-out provision?

    By Peter Gulia, February 22, 2022   

    • cash-out
    • 5 replies
    • 1k views
    • 
    • CuseFan
    • February 23, 2022

25. Steep Penalty

    By SSRRS, February 17, 2022
    • 16 replies
    • 2k views
    • 
    • ESOP Guy
    • February 18, 2022

26. Can a KSOP have late deferrals?

    By Bri, February 15, 2022
    • 4 replies
    • 991 views
    • 
    • ESOP Guy
    • February 18, 2022

27. Profit sharing allocation requirement - anti-cutback

    By Belgarath, February 18, 2022
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • February 18, 2022

28. Self Employed Paired Plan with After-tax Contribution

    By SM, February 16, 2022
    • 5 replies
    • 1.4k views
    • 
    • CuseFan
    • February 17, 2022

29. Partner has negative K1 and a W2--combine?

    By BG5150, February 11, 2022
    • 17 replies
    • 2.6k views
    • 
    • BG5150
    • February 17, 2022

30. HCE determination

    By Jakyasar, February 16, 2022
    • 2 replies
    • 770 views
    • 
    • Bill Presson
    • February 17, 2022

31. old topic - limited partnerships as an investment

    By thepensionmaven, February 13, 2022
    • 5 replies
    • 1.3k views
    • 
    • thepensionmaven
    • February 16, 2022

32. Prenuptial Agreement and Forced Waiver of Spousal Consent

    By Ananda, February 3, 2022
    • 8 replies
    • 8.6k views
    • 
    • Ananda
    • February 15, 2022

33. What ownership is considered in determining 5% owner

    By Dougsbpc, February 9, 2022
    • 4 replies
    • 1.1k views
    • 
    • ESOPMomma
    • February 9, 2022

34. Foreign Income

    By MGOAdmin, February 8, 2022
    • 1 reply
    • 568 views
    • 
    • Luke Bailey
    • February 9, 2022

35. Ownership structure and other issues

    By Jakyasar, February 4, 2022
    • 5 replies
    • 890 views
    • 
    • Jakyasar
    • February 7, 2022

36. 2 CGs and staffing company

    By shERPA, February 5, 2022
    • 2 replies
    • 562 views
    • 
    • shERPA
    • February 5, 2022

37. Is there an affiliated service group issue here?

    By Old Reliable, February 2, 2022
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • February 5, 2022

38. Does this vesting schdule wording make sense?

    By BG5150, February 2, 2022
    • 6 replies
    • 857 views
    • 
    • Peter Gulia
    • February 4, 2022

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

    By Jakyasar, January 22, 2022
    • 3 replies
    • 1.3k views
    • 
    • Bri
    • February 4, 2022

40. Adding a DB plan for 2021 to an existing PS plan

    By Jakyasar, February 3, 2022
    • 3 replies
    • 990 views
    • 
    • Jakyasar
    • February 3, 2022

41. 1099-NEC for services rendered?

    By K-t-F, February 1, 2022
    • 3 replies
    • 675 views
    • 
    • Luke Bailey
    • February 2, 2022

42. Top Heavy Determination

    By Basically, February 1, 2022
    • 6 replies
    • 971 views
    • 
    • Basically
    • February 1, 2022

43. Lifetime Income Disclosures - Calculation Details

    By Leopurrd-401k, January 28, 2022
    • 5 replies
    • 1.4k views
    • 
    • Leopurrd-401k
    • January 31, 2022

44. Does plan sponsor need EIN to create a 401k Plan?

    By Santo Gold, February 4, 2021
    • 16 replies
    • 4.4k views
    • 
    • mkaufman
    • January 30, 2022

45. Sort of Abandoned Plan

    By thepensionmaven, January 27, 2022
    • 3 replies
    • 617 views
    • 
    • imchipbrown
    • January 29, 2022

46. Vesting from Effective Date of the Plan

    By thepensionmaven, January 21, 2022
    • 4 replies
    • 961 views
    • 
    • thepensionmaven
    • January 27, 2022

47. Leaving a Controlled Group

    By B21, January 25, 2022
    • 4 replies
    • 874 views
    • 
    • Luke Bailey
    • January 27, 2022

48. Providing benefit for HCE worked under 1000 requirement

    By Jakyasar, January 25, 2022
    • 10 replies
    • 1.5k views
    • 
    • Jakyasar
    • January 25, 2022

49. Plan Sponsor changes from Sole Proprietor to Corporation

    By rodin011, January 24, 2022
    • 2 replies
    • 566 views
    • 
    • rodin011
    • January 25, 2022

50. Dental practice with 3 plans

    By thepensionmaven, January 5, 2022
    • 13 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • January 24, 2022