Retirement Plans in General

5,761 topics in this forum

1. What is w-2 salary

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

2. Qualified Replacement Plan

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

3. Attribution for ASG vs HCE

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

4. Prohibited transaction?

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

5. 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
   • 749 views
   • 
   • MrsMacias
   • April 1, 2022

6. Failure to provide SPD and other disclosures

   By Ananda, March 29, 2022
   • 5 replies
   • 1.4k views
   • 
   • Ananda
   • March 30, 2022

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

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

8. Physician with ownership in Dialysis Center

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

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

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

10. 404(a) Deduction in Single Employer Plan

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

11. Multiple schedule c's

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

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

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

13. 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

14. COVID withdrawal

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

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

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

16. Sale of art work by a Money Purchase Plan

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

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

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

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

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

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

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

20. Employee included by mistake

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

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

    By Peter Gulia, March 11, 2022   

    • s corporation; compensation
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • March 12, 2022

22. eligibility question

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

23. Coverage

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

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

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

25. Non-Resident Owner

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

26. Self employed Integrated contribution calculation

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

27. Gateway related

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

28. Otherwise excludable when YOS is elapsed time?

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

29. 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

30. IRS Notice CP214

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

31. ERISA coverage for new plan for former employees only

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

32. Combo plan - gateway related

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

33. Any controlled group issues?

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

34. 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

35. Steep Penalty

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

36. Can a KSOP have late deferrals?

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

37. Profit sharing allocation requirement - anti-cutback

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

38. Self Employed Paired Plan with After-tax Contribution

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

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

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

40. HCE determination

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

41. old topic - limited partnerships as an investment

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

42. Prenuptial Agreement and Forced Waiver of Spousal Consent

    By Ananda, February 3, 2022
    • 8 replies
    • 8.8k views
    • 
    • Ananda
    • February 15, 2022

43. What ownership is considered in determining 5% owner

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

44. Foreign Income

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

45. Ownership structure and other issues

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

46. 2 CGs and staffing company

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

47. Is there an affiliated service group issue here?

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

48. Does this vesting schdule wording make sense?

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

49. 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

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

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