Retirement Plans in General

5,753 topics in this forum

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

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

2. 404(a) Deduction in Single Employer Plan

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

3. Multiple schedule c's

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

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

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

5. 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

6. COVID withdrawal

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

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

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

8. Sale of art work by a Money Purchase Plan

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

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

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

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

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

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

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

12. Employee included by mistake

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

13. 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

14. eligibility question

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

15. Coverage

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

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

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

17. Non-Resident Owner

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

18. Self employed Integrated contribution calculation

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

19. Gateway related

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

20. Otherwise excludable when YOS is elapsed time?

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

21. 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

22. IRS Notice CP214

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

23. ERISA coverage for new plan for former employees only

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

24. Combo plan - gateway related

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

25. Any controlled group issues?

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

26. 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

27. Steep Penalty

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

28. Can a KSOP have late deferrals?

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

29. Profit sharing allocation requirement - anti-cutback

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

30. Self Employed Paired Plan with After-tax Contribution

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

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

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

32. HCE determination

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

33. old topic - limited partnerships as an investment

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

34. Prenuptial Agreement and Forced Waiver of Spousal Consent

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

35. What ownership is considered in determining 5% owner

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

36. Foreign Income

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

37. Ownership structure and other issues

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

38. 2 CGs and staffing company

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

39. Is there an affiliated service group issue here?

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

40. Does this vesting schdule wording make sense?

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

41. 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

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

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

43. 1099-NEC for services rendered?

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

44. Top Heavy Determination

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

45. Lifetime Income Disclosures - Calculation Details

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

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

    By Santo Gold, February 4, 2021
    • 16 replies
    • 4.5k views
    • 
    • mkaufman
    • January 30, 2022

47. Sort of Abandoned Plan

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

48. Vesting from Effective Date of the Plan

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

49. Leaving a Controlled Group

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

50. Providing benefit for HCE worked under 1000 requirement

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