Retirement Plans in General

5,753 topics in this forum

1. eligibility question

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

2. PBGC covered or not

   By Jakyasar, March 9, 2022
   • 15 replies
   • 2.5k views
   • 
   • ktrombino
   • September 21, 2022

3. Coverage

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

4. Non-Resident Owner

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

5. Gateway related

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

6. Self employed Integrated contribution calculation

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

7. Otherwise excludable when YOS is elapsed time?

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

8. Employee included by mistake

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

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

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

10. IRS Notice CP214

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

11. Combo plan - gateway related

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

12. APR Calculator Workbook

    By C. B. Zeller, February 24, 2022
    • 22 replies
    • 2.4k views
    • 
    • austin3515
    • May 14, 2022

13. 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

14. 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

15. Any controlled group issues?

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

16. Profit sharing allocation requirement - anti-cutback

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

17. Steep Penalty

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

18. HCE determination

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

19. Self Employed Paired Plan with After-tax Contribution

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

20. Can a KSOP have late deferrals?

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

21. old topic - limited partnerships as an investment

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

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

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

23. What ownership is considered in determining 5% owner

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

24. Foreign Income

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

25. 2 CGs and staffing company

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

26. Ownership structure and other issues

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

27. Prenuptial Agreement and Forced Waiver of Spousal Consent

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

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

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

29. Does this vesting schdule wording make sense?

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

30. Is there an affiliated service group issue here?

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

31. 1099-NEC for services rendered?

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

32. Top Heavy Determination

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

33. Lifetime Income Disclosures - Calculation Details

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

34. Sort of Abandoned Plan

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

35. Leaving a Controlled Group

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

36. Providing benefit for HCE worked under 1000 requirement

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

37. Plan Sponsor changes from Sole Proprietor to Corporation

    By rodin011, January 24, 2022
    • 2 replies
    • 567 views
    • 
    • rodin011
    • January 25, 2022

38. 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

39. Compensation used in a 401k plan

    By Santo Gold, January 21, 2022
    • 1 reply
    • 901 views
    • 
    • C. B. Zeller
    • January 21, 2022

40. Vesting from Effective Date of the Plan

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

41. Cycle 3 Restatements

    By DCPensionGal, January 19, 2022
    • 0 replies
    • 419 views
    • 
    • DCPensionGal
    • January 19, 2022

42. ERISA coverage for new plan for former employees only

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

43. Employee Does not Want Money Purchase Benefit

    By Benefits Vet, January 19, 2022
    • 10 replies
    • 1.1k views
    • 
    • BG5150
    • January 21, 2022

44. Contribution Just Realized They Did Not Fund Safe Harbor Match for 2020

    By mjf06241972, January 18, 2022
    • 4 replies
    • 896 views
    • 
    • Luke Bailey
    • January 20, 2022

45. DC plan has standardized prototype but DB plan has volume submitter

    By Jakyasar, January 12, 2022
    • 2 replies
    • 478 views
    • 
    • Jakyasar
    • January 12, 2022

46. Husband & wife plan, now divorced

    By BG5150, January 11, 2022
    • 1 reply
    • 963 views
    • 
    • Bri
    • January 11, 2022

47. Combined plan deduction limit - non-PBGC

    By Jakyasar, January 7, 2022
    • 1 reply
    • 901 views
    • 
    • CuseFan
    • January 10, 2022

48. Restatement effective 1/1/21, signed in 2022--consequences?

    By BG5150, January 6, 2022
    • 4 replies
    • 1.1k views
    • 
    • rocknrolls2
    • January 7, 2022

49. Missing Forms 945 per IRS

    By WDIK, January 6, 2022
    • 0 replies
    • 566 views
    • 
    • WDIK
    • January 6, 2022

50. Permitted Disparity Language on Statements--New Comp?

    By BG5150, January 6, 2022
    • 2 replies
    • 539 views
    • 
    • BG5150
    • January 6, 2022