Retirement Plans in General

5,768 topics in this forum

1. 401(k) Participant Count for Audit Requirement

   By Tom, April 7, 2022
   • 9 replies
   • 1.8k views
   • 
   • Bri
   • April 13, 2022

2. EE working on VISA doesn't want to open account

   By Cynchbeast, April 13, 2022
   • 2 replies
   • 665 views
   • 
   • A Shot in the Dark
   • April 13, 2022

3. New plan, owner only?

   By DMcGovern, April 7, 2022
   • 3 replies
   • 834 views
   • 
   • BG5150
   • April 7, 2022

4. PY Begins 12/1--what do I prorate?

   By BG5150, March 30, 2022
   • 8 replies
   • 755 views
   • 
   • BG5150
   • April 7, 2022

5. Short plan year w/ self employed--comp issue

   By BG5150, April 7, 2022
   • 1 reply
   • 541 views
   • 
   • Nate S
   • April 7, 2022

6. Massachusetts Schools Pension Plan for non teacher employees

   By Egold, April 6, 2022
   • 2 replies
   • 687 views
   • 
   • Peter Gulia
   • April 6, 2022

7. last minute abrupt request

   By SSRRS, March 31, 2022
   • 8 replies
   • 1.3k views
   • 
   • SSRRS
   • April 6, 2022

8. What is w-2 salary

   By Jakyasar, April 1, 2022
   • 16 replies
   • 1.7k views
   • 
   • Nate S
   • April 6, 2022

9. Qualified Replacement Plan

   By LMD1, April 5, 2022
   • 1 reply
   • 708 views
   • 
   • EBECatty
   • April 5, 2022

10. Attribution for ASG vs HCE

    By cathyw, March 22, 2022
    • 5 replies
    • 897 views
    • 
    • Luke Bailey
    • April 5, 2022

11. Prohibited transaction?

    By Bird, April 1, 2022
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • April 4, 2022

12. Lifetime Income Illustrations - What is the formula?

    By MrsMacias, March 31, 2022   

    • lifetime income
    • lifetime income disclosure
    • (and 2 more)

      Tagged with:

      • lifetime income
      • lifetime income disclosure
      • lifetime income formula
      • lifetime income illustration
    • 2 replies
    • 759 views
    • 
    • MrsMacias
    • April 1, 2022

13. Failure to provide SPD and other disclosures

    By Ananda, March 29, 2022
    • 5 replies
    • 1.5k views
    • 
    • Ananda
    • March 30, 2022

14. Union and non-union: two separate plans, combined for Top Heavy?

    By BG5150, March 14, 2022
    • 4 replies
    • 979 views
    • 
    • justanotheradmin
    • March 30, 2022

15. Physician with ownership in Dialysis Center

    By Dougsbpc, March 30, 2022
    • 1 reply
    • 540 views
    • 
    • Nate S
    • March 30, 2022

16. Lifetime income illustrations - when annual statement was previously sent

    By Belgarath, March 29, 2022
    • 2 replies
    • 655 views
    • 
    • Belgarath
    • March 30, 2022

17. 404(a) Deduction in Single Employer Plan

    By Dougsbpc, March 23, 2022
    • 3 replies
    • 870 views
    • 
    • Dougsbpc
    • March 30, 2022

18. Multiple schedule c's

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

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

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

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

    By Belgarath, March 22, 2022
    • 12 replies
    • 1.6k views
    • 
    • Nate S
    • March 25, 2022

21. COVID withdrawal

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

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

    By Jakyasar, March 21, 2022
    • 4 replies
    • 1k views
    • 
    • Jakyasar
    • March 22, 2022

23. Sale of art work by a Money Purchase Plan

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

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

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

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

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

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

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

27. Employee included by mistake

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

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

    By Peter Gulia, March 11, 2022   

    • s corporation; compensation
    • 6 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 12, 2022

29. eligibility question

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

30. Coverage

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

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

    By Jakyasar, March 1, 2022
    • 12 replies
    • 2.7k views
    • 
    • ERISA1
    • March 8, 2022

32. Non-Resident Owner

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

33. Self employed Integrated contribution calculation

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

34. Gateway related

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

35. Otherwise excludable when YOS is elapsed time?

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

36. 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

37. IRS Notice CP214

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

38. ERISA coverage for new plan for former employees only

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

39. Combo plan - gateway related

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

40. Any controlled group issues?

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

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

    By Peter Gulia, February 22, 2022   

    • cash-out
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • February 23, 2022

42. Steep Penalty

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

43. Can a KSOP have late deferrals?

    By Bri, February 15, 2022
    • 4 replies
    • 1k views
    • 
    • ESOP Guy
    • February 18, 2022

44. Profit sharing allocation requirement - anti-cutback

    By Belgarath, February 18, 2022
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • February 18, 2022

45. Self Employed Paired Plan with After-tax Contribution

    By SM, February 16, 2022
    • 5 replies
    • 1.5k views
    • 
    • CuseFan
    • February 17, 2022

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

    By BG5150, February 11, 2022
    • 17 replies
    • 2.7k views
    • 
    • BG5150
    • February 17, 2022

47. HCE determination

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

48. old topic - limited partnerships as an investment

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

49. Prenuptial Agreement and Forced Waiver of Spousal Consent

    By Ananda, February 3, 2022
    • 8 replies
    • 9k views
    • 
    • Ananda
    • February 15, 2022

50. What ownership is considered in determining 5% owner

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