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Retirement Plans in General

5,819 topics in this forum

  1. Plan Merger

    By Egold,
    • 8 replies
    • 1.3k views

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

    By BG5150,
    • 6 replies
    • 1.2k views

  3. 401(k) Participant Count for Audit Requirement

    By Tom,
    • 9 replies
    • 2.2k views
    • Bri
    • Bri

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

    By Cynchbeast,
    • 2 replies
    • 811 views

  5. New plan, owner only?

    By DMcGovern,
    • 3 replies
    • 1k views

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

    By BG5150,
    • 8 replies
    • 950 views

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

    By BG5150,
    • 1 reply
    • 683 views

  8. Massachusetts Schools Pension Plan for non teacher employees

    By Egold,
    • 2 replies
    • 896 views

  9. last minute abrupt request

    By SSRRS,
    • 8 replies
    • 1.6k views

  10. What is w-2 salary

    By Jakyasar,
    • 16 replies
    • 2.6k views

  11. Qualified Replacement Plan

    By LMD1,
    • 1 reply
    • 847 views

  12. Attribution for ASG vs HCE

    By cathyw,
    • 5 replies
    • 1.4k views

  13. Prohibited transaction?

    By Bird,
    • 3 replies
    • 1.6k views

  14. Lifetime Income Illustrations - What is the formula?

    By MrsMacias,   
    • 2 replies
    • 1k views

  15. Failure to provide SPD and other disclosures

    By Ananda,
    • 5 replies
    • 1.8k views

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

    By BG5150,
    • 4 replies
    • 1.2k views

  17. Physician with ownership in Dialysis Center

    By Dougsbpc,
    • 1 reply
    • 644 views

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

    By Belgarath,
    • 2 replies
    • 784 views

  19. 404(a) Deduction in Single Employer Plan

    By Dougsbpc,
    • 3 replies
    • 1.1k views

  20. Multiple schedule c's

    By Jakyasar,
    • 2 replies
    • 941 views

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

    By Jakyasar,
    • 6 replies
    • 1k views

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

    By Belgarath,
    • 12 replies
    • 1.9k views

  23. COVID withdrawal

    By thepensionmaven,
    • 4 replies
    • 809 views

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

    By Jakyasar,
    • 4 replies
    • 1.3k views

  25. Sale of art work by a Money Purchase Plan

    By Ananda,
    • 5 replies
    • 1.2k views

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

    By Jakyasar,
    • 3 replies
    • 990 views

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

    By BG5150,
    • 3 replies
    • 832 views

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

    By BG5150,
    • 1 reply
    • 1.1k views

  29. Employee included by mistake

    By Basically,
    • 16 replies
    • 2.4k views

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

    By Peter Gulia,   
    • 6 replies
    • 2.1k views

  31. eligibility question

    By thepensionmaven,
    • 7 replies
    • 1.5k views

  32. Coverage

    By gc@chimentowebb.com,
    • 6 replies
    • 1.4k views

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

    By Jakyasar,
    • 12 replies
    • 3.3k views

  34. Non-Resident Owner

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  35. Self employed Integrated contribution calculation

    By Magill,
    • 3 replies
    • 1.2k views

  36. Gateway related

    By Jakyasar,
    • 1 reply
    • 1.2k views

  37. Otherwise excludable when YOS is elapsed time?

    By BG5150,
    • 2 replies
    • 1.3k views

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

    By Brenda Wren,
    • 7 replies
    • 1.6k views

  39. IRS Notice CP214

    By Gilmore,
    • 3 replies
    • 1.2k views

  40. ERISA coverage for new plan for former employees only

    By EBspecialist,
    • 9 replies
    • 2.2k views

  41. Combo plan - gateway related

    By Jakyasar,
    • 8 replies
    • 1.2k views

  42. Any controlled group issues?

    By Jakyasar,
    • 5 replies
    • 881 views

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

    By Peter Gulia,   
    • 5 replies
    • 1.3k views

  44. Steep Penalty

    By SSRRS,
    • 16 replies
    • 2.6k views

  45. Can a KSOP have late deferrals?

    By Bri,
    • 4 replies
    • 1.2k views

  46. Profit sharing allocation requirement - anti-cutback

    By Belgarath,
    • 2 replies
    • 1.2k views

  47. Self Employed Paired Plan with After-tax Contribution

    By SM,
    • 5 replies
    • 1.7k views

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

    By BG5150,
    • 17 replies
    • 3.5k views

  49. HCE determination

    By Jakyasar,
    • 2 replies
    • 927 views

  50. old topic - limited partnerships as an investment

    By thepensionmaven,
    • 5 replies
    • 1.5k views
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