Retirement Plans in General

5,751 topics in this forum

1. Eligible Employee Opt Out of Retirement Benefits

   By waid10, November 8, 2011
   • 3 replies
   • 2.6k views
   • 
   • Kevin C
   • November 9, 2011

2. Fiduciary Bond Not required for One-Participant Keogh Plan?

   By Guest SSCARO, November 21, 2000
   • 3 replies
   • 2.6k views
   • 
   • AndyH
   • November 23, 2000

3. H.R. 4152 & S. 2249 ? SMART ?

   By Guest ERead, September 25, 1998
   • 1 reply
   • 2.6k views
   • 
   • david shipp
   • September 25, 1998

4. Annual addition limit / control group

   By Guest terric, October 17, 2005
   • 5 replies
   • 2.6k views
   • 
   • Guest
   • October 19, 2005

5. Fees eligible to be paid from plan assets

   By CuseFan, September 18, 2017
   • 10 replies
   • 2.6k views
   • 
   • 401_noob
   • September 20, 2017

6. News Analysis -- Pension Reform: Making a Bad Situation Worse?

   By Dave Baker, September 7, 2000
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • September 8, 2000

7. Single member LLC also owner of partnership

   By Guest Peter Buck, April 12, 2005
   • 9 replies
   • 2.6k views
   • 
   • JAY21
   • April 13, 2005

8. Document Retention

   By Randy Watson, August 31, 2007
   • 3 replies
   • 2.6k views
   • 
   • jpod
   • September 25, 2007

9. Leave of Absence

   By DP, September 18, 2003
   • 5 replies
   • 2.6k views
   • 
   • Blinky the 3-eyed Fish
   • September 19, 2003

10. 401(a)(4) nondiscrimination test required for int alloc

    By betheeg, October 10, 2007
    • 7 replies
    • 2.6k views
    • 
    • rcline46
    • October 11, 2007

11. QSLOBs

    By dmb, February 26, 2002
    • 6 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2002

12. Rainmaker Plan

    By Just Me, February 4, 2005
    • 2 replies
    • 2.6k views
    • 
    • Just Me
    • February 7, 2005

13. Forced rollovers to separate retirement

    By Purplemandinga, February 22, 2021
    • 17 replies
    • 2.6k views
    • 
    • Planit 401k
    • March 1, 2021

14. Who's the employer - Derrin Watson special

    By Santo Gold, September 15, 2015
    • 8 replies
    • 2.6k views
    • 
    • david rigby
    • September 20, 2015

15. RMDs- definition of "retired"

    By britoski, May 19, 2011
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • May 20, 2011

16. 401a Questions

    By EBP Guy, March 17
    • 6 replies
    • 2.6k views
    • 
    • Artie M
    • March 18

17. LTPT rules under Secure 2.0

    By BG5150, January 5, 2023
    • 20 replies
    • 2.6k views
    • 
    • Gadgetfreak
    • January 30, 2023

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

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

19. Compensation from an LLC

    By Santo Gold, May 23, 2006
    • 8 replies
    • 2.6k views
    • 
    • Mike Preston
    • May 24, 2006

20. Violation of Exclusive Benefit Rule?

    By lkpittman, July 13, 1999
    • 5 replies
    • 2.6k views
    • 
    • lkpittman
    • July 19, 1999

21. 2 trustees in DB plan

    By SSRRS, April 2
    • 4 replies
    • 2.6k views
    • 
    • Peter Gulia
    • April 2

22. Loans in Keogh Plans

    By Guest Denise Prince, August 20, 1999
    • 3 replies
    • 2.6k views
    • 
    • Dave Baker
    • August 25, 1999

23. Gold Investment... must it be held by a custodian?

    By K-t-F, April 8, 2020
    • 16 replies
    • 2.6k views
    • 
    • Luke Bailey
    • May 11, 2020

24. Two-Tiered Profit Sharing

    By jpod, October 3, 2014
    • 6 replies
    • 2.6k views
    • 
    • Bird
    • October 6, 2014

25. Do 457(b) and 457(f) plans need to file Annual Returns on IRS Form 550

    By Guest McElroy, February 1, 2001
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • February 1, 2001

26. Timing of profit sharing contribution deduction for a not-for-profit employer

    By Guest Lisa Stifel, April 5, 2005
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • April 5, 2005

27. One Time Irrevocable Elections

    By Guest Edward McElroy, April 25, 2002
    • 6 replies
    • 2.6k views
    • 
    • AndyH
    • April 30, 2002

28. Using the average benefits test for COVERAGE

    By Belgarath, May 3, 2019
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • May 20, 2019

29. eligibility - 2 year wait

    By Chippy, August 18, 2016
    • 3 replies
    • 2.6k views
    • 
    • Chippy
    • August 22, 2016

30. Earned Income - Receipt of Deferred Compensation

    By rocknrolls2, July 23, 2001
    • 0 replies
    • 2.6k views
    • 
    • rocknrolls2
    • July 23, 2001

31. TPA service issues

    By eilano, November 17, 2005
    • 6 replies
    • 2.6k views
    • 
    • Erik Read
    • November 23, 2005

32. Controlled Group: Adopting Employer no more in the controlled group, wants to terminate participation

    By rodin011, March 2, 2013   

    • controlled group
    • disjoinder?
    • 0 replies
    • 2.6k views
    • 
    • rodin011
    • March 2, 2013

33. Salary Deferral for Small Business employee/shareholders?

    By Guest mark, September 24, 1998
    • 2 replies
    • 2.6k views
    • 
    • Lorraine Dorsa
    • October 9, 1998

34. Starting a Pension Consulting Business

    By Guest AJM 34, August 12, 2007
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • August 12, 2007

35. Husband and Wife Controlled Group

    By Dougsbpc, January 16, 2023
    • 6 replies
    • 2.6k views
    • 
    • Belgarath
    • January 18, 2023

36. top heavy calculation

    By eilano, October 19, 1999
    • 1 reply
    • 2.6k views
    • 
    • John A
    • October 20, 1999

37. Bankruptcy

    By Belgarath, November 18, 2010
    • 7 replies
    • 2.6k views
    • 
    • Belgarath
    • November 24, 2010

38. Leased Collectively Bargained Employees

    By Guest pension222, October 29, 2004
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • November 1, 2004

39. Davis-Bacon plan

    By Guest PMiller, November 19, 2001
    • 2 replies
    • 2.6k views
    • 
    • IRC401
    • November 29, 2001

40. DOMA Change and effect on retirement plans

    By Appleby, June 27, 2013
    • 16 replies
    • 2.6k views
    • 
    • masteff
    • July 2, 2013

41. unitized employer stock "fund"

    By Guest PMiller, March 23, 2006
    • 1 reply
    • 2.6k views
    • 
    • Kirk Maldonado
    • March 24, 2006

42. LLC earned income, IRS requirements

    By Guest forohonek, July 3, 2010
    • 4 replies
    • 2.6k views
    • 
    • Ron Snyder
    • July 7, 2010

43. 1035 exchange in qualified plan?

    By Belgarath, April 15, 2002
    • 0 replies
    • 2.6k views
    • 
    • Belgarath
    • April 15, 2002

44. Which EIN for Forms 1099-R and 945?

    By kmhaab, January 23
    • 6 replies
    • 2.6k views
    • 
    • EMoney
    • January 24

45. 401(k) rollover to 403(b) contains RMD

    By KaJay, July 24
    • 5 replies
    • 2.6k views
    • 
    • KaJay
    • November 7

46. tax-treatment of second "job"

    By Guest anarchocap, October 29, 2004
    • 6 replies
    • 2.6k views
    • 
    • dh003i
    • November 1, 2004

47. Recognizing predecessor employer

    By Guest picwrc, October 27, 2003
    • 4 replies
    • 2.6k views
    • 
    • david rigby
    • October 27, 2003

48. What is a CODA

    By Guest nadiarott, November 19, 2004
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • November 25, 2004

49. changing eligibility

    By Bird, December 1, 2016
    • 14 replies
    • 2.6k views
    • 
    • coleboy
    • December 7, 2016

50. Is 5330 needed for amounts returned due to 415 limits?

    By Guest dlm, August 26, 1999
    • 2 replies
    • 2.6k views
    • 
    • Disco Stu
    • August 27, 1999