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Retirement Plans in General

5,839 topics in this forum

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

    By AmyETPA,
    • 6 replies
    • 1.2k views

  2. Aggregation of Plans Required?

    By Dougsbpc,
    • 2 replies
    • 959 views

  3. Hardship for the Purchase of a Primary Residence

    By Barry Levy,
    • 4 replies
    • 1.5k views

  4. Top heavy vs gateway in a combo plan

    By Jakyasar,
    • 6 replies
    • 1.8k views

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

    By Jakyasar,
    • 9 replies
    • 2.3k views

  6. APR Calculator Workbook

    By C. B. Zeller,
    • 22 replies
    • 3.5k views

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

    By Peter Gulia,
    • 6 replies
    • 1.3k views

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

    By Peter Gulia,
    • 14 replies
    • 5.6k views

  9. 410(b)(6) transition period

    By R. Butler,
    • 4 replies
    • 3.9k views

  10. 1099 employee/attorney - controlled group?

    By TPApril,
    • 1 reply
    • 1.5k views

  11. A Trust as a beneficiary

    By KJames,
    • 6 replies
    • 2k views

  12. ERISA Bond Coverage.... combine bonds?

    By Basically,
    • 4 replies
    • 1.3k views

  13. Subject to FICA

    By Santo Gold,
    • 12 replies
    • 10.5k views

  14. Waiver of PS due to SSI benefits?

    By BG5150,
    • 3 replies
    • 878 views

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

    By BG5150,
    • 4 replies
    • 1.6k views

  16. Fee paid from Owner's account only

    By Rayofsunshine,
    • 8 replies
    • 1.6k views

  17. Only Non-HCE excluded from coverage?

    By Gilmore,
    • 8 replies
    • 1.3k views

  18. Leased Employees from within a controlled group

    By Nate S,
    • 3 replies
    • 974 views

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

    By AlbanyConsultant,
    • 1 reply
    • 1k views

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

    By BG5150,
    • 2 replies
    • 960 views

  21. Plan Merger

    By Egold,
    • 8 replies
    • 1.7k views

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

    By BG5150,
    • 6 replies
    • 1.4k views

  23. 401(k) Participant Count for Audit Requirement

    By Tom,
    • 9 replies
    • 2.4k views
    • Bri
    • Bri

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

    By Cynchbeast,
    • 2 replies
    • 1.1k views

  25. New plan, owner only?

    By DMcGovern,
    • 3 replies
    • 1.2k views

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

    By BG5150,
    • 8 replies
    • 1.1k views

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

    By BG5150,
    • 1 reply
    • 800 views

  28. Massachusetts Schools Pension Plan for non teacher employees

    By Egold,
    • 2 replies
    • 1k views

  29. last minute abrupt request

    By SSRRS,
    • 8 replies
    • 1.9k views

  30. What is w-2 salary

    By Jakyasar,
    • 16 replies
    • 2.9k views

  31. Qualified Replacement Plan

    By LMD1,
    • 1 reply
    • 1.1k views

  32. Attribution for ASG vs HCE

    By cathyw,
    • 5 replies
    • 1.5k views

  33. Prohibited transaction?

    By Bird,
    • 3 replies
    • 1.8k views

  34. Lifetime Income Illustrations - What is the formula?

    By MrsMacias,   
    • 2 replies
    • 1.3k views

  35. Failure to provide SPD and other disclosures

    By Ananda,
    • 5 replies
    • 2.1k views

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

    By BG5150,
    • 4 replies
    • 1.4k views

  37. Physician with ownership in Dialysis Center

    By Dougsbpc,
    • 1 reply
    • 820 views

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

    By Belgarath,
    • 2 replies
    • 875 views

  39. 404(a) Deduction in Single Employer Plan

    By Dougsbpc,
    • 3 replies
    • 1.2k views

  40. Multiple schedule c's

    By Jakyasar,
    • 2 replies
    • 1.1k views

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

    By Jakyasar,
    • 6 replies
    • 1.3k views

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

    By Belgarath,
    • 12 replies
    • 2.2k views

  43. COVID withdrawal

    By thepensionmaven,
    • 4 replies
    • 958 views

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

    By Jakyasar,
    • 4 replies
    • 1.5k views

  45. Sale of art work by a Money Purchase Plan

    By Ananda,
    • 5 replies
    • 1.5k views

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

    By Jakyasar,
    • 3 replies
    • 1.1k views

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

    By BG5150,
    • 3 replies
    • 993 views

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

    By BG5150,
    • 1 reply
    • 1.2k views

  49. Employee included by mistake

    By Basically,
    • 16 replies
    • 2.8k views

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

    By Peter Gulia,   
    • 6 replies
    • 2.4k views
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