Jump to content

Retirement Plans in General

5,811 topics in this forum

  1. Compensation - K-1 - Real Estate Income

    By ldr,
    • 7 replies
    • 1.2k views

  2. Lifetime income illustrations

    By Belgarath,
    • 2 replies
    • 722 views

  3. PS Plan - Partial termination determination - general question

    By Jakyasar,
    • 9 replies
    • 1.3k views

  4. Compensation Paid In Advance

    By EPCRSGuru,
    • 3 replies
    • 1.1k views

  5. 415 exceeded

    By 52626,
    • 4 replies
    • 1.5k views

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

    By Will.I.Am,
    • 5 replies
    • 3.5k views

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

    By TPApril,
    • 2 replies
    • 948 views

  8. DB/DC terminating during the year

    By Jakyasar,
    • 6 replies
    • 1.5k views

  9. defining statutory exclusions

    By Bri,
    • 1 reply
    • 756 views

  10. Changing plan name associated with EIN

    By Bird,
    • 3 replies
    • 878 views

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

    By Peter Gulia,
    • 5 replies
    • 956 views

  12. Management Group 414(m)(5)

    By CNB CONSULTING,
    • 9 replies
    • 1.7k views

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

    By Peter Gulia,   
    • 1 reply
    • 538 views

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

    By David Peckham,
    • 4 replies
    • 1.2k views

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

    By Jakyasar,
    • 20 replies
    • 1.5k views

  16. Name of Plan in which of two PAs

    By thepensionmaven,
    • 7 replies
    • 938 views

  17. What is the most efficent way to withhold Federal taxes and remit the withholding to the gov't?

    By RayJJohnsonJr,
    • 15 replies
    • 2k views

  18. Affiliated Service

    By thepensionmaven,
    • 8 replies
    • 1.4k views

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

    By TPApril,
    • 2 replies
    • 594 views

  20. Combo plans - testing age

    By Jakyasar,
    • 1 reply
    • 822 views

  21. Days vs Months for eligibility

    By BG5150,
    • 6 replies
    • 2.1k views

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

    By AmyETPA,
    • 6 replies
    • 852 views

  23. Aggregation of Plans Required?

    By Dougsbpc,
    • 2 replies
    • 673 views

  24. Hardship for the Purchase of a Primary Residence

    By Barry Levy,
    • 4 replies
    • 1.2k views

  25. Top heavy vs gateway in a combo plan

    By Jakyasar,
    • 6 replies
    • 1.5k views

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

    By Jakyasar,
    • 9 replies
    • 1.9k views

  27. APR Calculator Workbook

    By C. B. Zeller,
    • 22 replies
    • 2.9k views

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

    By Peter Gulia,
    • 6 replies
    • 1k views

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

    By Peter Gulia,
    • 14 replies
    • 4.7k views

  30. 410(b)(6) transition period

    By R. Butler,
    • 4 replies
    • 3.4k views

  31. 1099 employee/attorney - controlled group?

    By TPApril,
    • 1 reply
    • 1.2k views

  32. A Trust as a beneficiary

    By KJames,
    • 6 replies
    • 1.6k views

  33. ERISA Bond Coverage.... combine bonds?

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

  34. Subject to FICA

    By Santo Gold,
    • 12 replies
    • 8.9k views

  35. Waiver of PS due to SSI benefits?

    By BG5150,
    • 3 replies
    • 684 views

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

    By BG5150,
    • 4 replies
    • 1.2k views

  37. Fee paid from Owner's account only

    By Rayofsunshine,
    • 8 replies
    • 1.2k views

  38. Only Non-HCE excluded from coverage?

    By Gilmore,
    • 8 replies
    • 1k views

  39. Leased Employees from within a controlled group

    By Nate S,
    • 3 replies
    • 792 views

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

    By AlbanyConsultant,
    • 1 reply
    • 732 views

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

    By BG5150,
    • 2 replies
    • 762 views

  42. Plan Merger

    By Egold,
    • 8 replies
    • 1.2k views

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

    By BG5150,
    • 6 replies
    • 1.1k views

  44. 401(k) Participant Count for Audit Requirement

    By Tom,
    • 9 replies
    • 2k views
    • Bri
    • Bri

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

    By Cynchbeast,
    • 2 replies
    • 762 views

  46. New plan, owner only?

    By DMcGovern,
    • 3 replies
    • 965 views

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

    By BG5150,
    • 8 replies
    • 869 views

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

    By BG5150,
    • 1 reply
    • 636 views

  49. Massachusetts Schools Pension Plan for non teacher employees

    By Egold,
    • 2 replies
    • 843 views

  50. last minute abrupt request

    By SSRRS,
    • 8 replies
    • 1.6k views
×
×
  • Create New...