Retirement Plans in General

5,771 topics in this forum

1. last minute abrupt request

   By SSRRS, March 31, 2022
   • 8 replies
   • 1.3k views
   • 
   • SSRRS
   • April 6, 2022

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

   By BG5150, March 30, 2022
   • 8 replies
   • 760 views
   • 
   • BG5150
   • April 7, 2022

3. Physician with ownership in Dialysis Center

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

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

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

5. Failure to provide SPD and other disclosures

   By Ananda, March 29, 2022
   • 5 replies
   • 1.5k views
   • 
   • Ananda
   • March 30, 2022

6. Multiple schedule c's

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

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

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

8. 404(a) Deduction in Single Employer Plan

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

9. COVID withdrawal

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

10. Attribution for ASG vs HCE

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

11. 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

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

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

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

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

14. Sale of art work by a Money Purchase Plan

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

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

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

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

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

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

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

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

    By Peter Gulia, March 11, 2022   

    • s corporation; compensation
    • 6 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 12, 2022

19. eligibility question

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

20. PBGC covered or not

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

21. Coverage

    By gc@chimentowebb.com, March 8, 2022
    • 6 replies
    • 1.3k views
    • 
    • gc@chimentowebb.com
    • March 9, 2022

22. Non-Resident Owner

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

23. Gateway related

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

24. Self employed Integrated contribution calculation

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

25. Otherwise excludable when YOS is elapsed time?

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

26. Employee included by mistake

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

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

    By Jakyasar, March 1, 2022
    • 12 replies
    • 2.7k views
    • 
    • ERISA1
    • March 8, 2022

28. IRS Notice CP214

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

29. Combo plan - gateway related

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

30. APR Calculator Workbook

    By C. B. Zeller, February 24, 2022
    • 22 replies
    • 2.5k views
    • 
    • austin3515
    • May 14, 2022

31. 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

32. Might it make sense to omit a cash-out provision?

    By Peter Gulia, February 22, 2022   

    • cash-out
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • February 23, 2022

33. Any controlled group issues?

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

34. Profit sharing allocation requirement - anti-cutback

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

35. Steep Penalty

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

36. HCE determination

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

37. Self Employed Paired Plan with After-tax Contribution

    By SM, February 16, 2022
    • 5 replies
    • 1.5k views
    • 
    • CuseFan
    • February 17, 2022

38. Can a KSOP have late deferrals?

    By Bri, February 15, 2022
    • 4 replies
    • 1k views
    • 
    • ESOP Guy
    • February 18, 2022

39. old topic - limited partnerships as an investment

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

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

    By BG5150, February 11, 2022
    • 17 replies
    • 2.7k views
    • 
    • BG5150
    • February 17, 2022

41. What ownership is considered in determining 5% owner

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

42. Foreign Income

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

43. 2 CGs and staffing company

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

44. Ownership structure and other issues

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

45. Prenuptial Agreement and Forced Waiver of Spousal Consent

    By Ananda, February 3, 2022
    • 8 replies
    • 9.1k views
    • 
    • Ananda
    • February 15, 2022

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

    By Jakyasar, February 3, 2022
    • 3 replies
    • 1k views
    • 
    • Jakyasar
    • February 3, 2022

47. Does this vesting schdule wording make sense?

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

48. Is there an affiliated service group issue here?

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

49. 1099-NEC for services rendered?

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

50. Top Heavy Determination

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