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Retirement Plans in General

5,778 topics in this forum

  1. Subject to FICA

    By Santo Gold,
    • 12 replies
    • 5.8k views

  2. Waiver of PS due to SSI benefits?

    By BG5150,
    • 3 replies
    • 596 views

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

    By BG5150,
    • 4 replies
    • 1.1k views

  4. Fee paid from Owner's account only

    By Rayofsunshine,
    • 8 replies
    • 1.1k views

  5. Only Non-HCE excluded from coverage?

    By Gilmore,
    • 8 replies
    • 890 views

  6. Leased Employees from within a controlled group

    By Nate S,
    • 3 replies
    • 683 views

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

    By AlbanyConsultant,
    • 1 reply
    • 668 views

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

    By BG5150,
    • 2 replies
    • 671 views

  9. Plan Merger

    By Egold,
    • 8 replies
    • 1.1k views

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

    By BG5150,
    • 6 replies
    • 1k views

  11. 401(k) Participant Count for Audit Requirement

    By Tom,
    • 9 replies
    • 1.8k views
    • Bri
    • Bri

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

    By Cynchbeast,
    • 2 replies
    • 670 views

  13. New plan, owner only?

    By DMcGovern,
    • 3 replies
    • 847 views

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

    By BG5150,
    • 8 replies
    • 760 views

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

    By BG5150,
    • 1 reply
    • 549 views

  16. Massachusetts Schools Pension Plan for non teacher employees

    By Egold,
    • 2 replies
    • 700 views

  17. last minute abrupt request

    By SSRRS,
    • 8 replies
    • 1.4k views

  18. What is w-2 salary

    By Jakyasar,
    • 16 replies
    • 1.8k views

  19. Qualified Replacement Plan

    By LMD1,
    • 1 reply
    • 720 views

  20. Attribution for ASG vs HCE

    By cathyw,
    • 5 replies
    • 910 views

  21. Prohibited transaction?

    By Bird,
    • 3 replies
    • 1.2k views

  22. Lifetime Income Illustrations - What is the formula?

    By MrsMacias,   
    • 2 replies
    • 780 views

  23. Failure to provide SPD and other disclosures

    By Ananda,
    • 5 replies
    • 1.5k views

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

    By BG5150,
    • 4 replies
    • 992 views

  25. Physician with ownership in Dialysis Center

    By Dougsbpc,
    • 1 reply
    • 548 views

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

    By Belgarath,
    • 2 replies
    • 662 views

  27. 404(a) Deduction in Single Employer Plan

    By Dougsbpc,
    • 3 replies
    • 884 views

  28. Multiple schedule c's

    By Jakyasar,
    • 2 replies
    • 775 views

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

    By Jakyasar,
    • 6 replies
    • 857 views

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

    By Belgarath,
    • 12 replies
    • 1.6k views

  31. COVID withdrawal

    By thepensionmaven,
    • 4 replies
    • 680 views

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

    By Jakyasar,
    • 4 replies
    • 1.1k views

  33. Sale of art work by a Money Purchase Plan

    By Ananda,
    • 5 replies
    • 969 views

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

    By Jakyasar,
    • 3 replies
    • 855 views

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

    By BG5150,
    • 3 replies
    • 705 views

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

    By BG5150,
    • 1 reply
    • 962 views

  37. Employee included by mistake

    By Basically,
    • 16 replies
    • 1.9k views

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

    By Peter Gulia,   
    • 6 replies
    • 1.6k views

  39. eligibility question

    By thepensionmaven,
    • 7 replies
    • 1.3k views

  40. Coverage

    By gc@chimentowebb.com,
    • 6 replies
    • 1.3k views

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

    By Jakyasar,
    • 12 replies
    • 2.7k views

  42. Non-Resident Owner

    By thepensionmaven,
    • 3 replies
    • 991 views

  43. Self employed Integrated contribution calculation

    By Magill,
    • 3 replies
    • 842 views

  44. Gateway related

    By Jakyasar,
    • 1 reply
    • 1k views

  45. Otherwise excludable when YOS is elapsed time?

    By BG5150,
    • 2 replies
    • 1.1k views

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

    By Brenda Wren,
    • 7 replies
    • 1.2k views

  47. IRS Notice CP214

    By Gilmore,
    • 3 replies
    • 992 views

  48. ERISA coverage for new plan for former employees only

    By EBspecialist,
    • 9 replies
    • 1.6k views

  49. Combo plan - gateway related

    By Jakyasar,
    • 8 replies
    • 1k views

  50. Any controlled group issues?

    By Jakyasar,
    • 5 replies
    • 733 views
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