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Retirement Plans in General

5,796 topics in this forum

  1. Husband & wife plan, now divorced

    By BG5150,
    • 1 reply
    • 1k views
    • Bri
    • Bri

  2. Combined plan deduction limit - non-PBGC

    By Jakyasar,
    • 1 reply
    • 1k views

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

    By BG5150,
    • 4 replies
    • 1.2k views

  4. How to find out if TIN was deactivated

    By BG5150,
    • 4 replies
    • 3k views

  5. Missing Forms 945 per IRS

    By WDIK,
    • 0 replies
    • 614 views

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

    By BG5150,
    • 2 replies
    • 603 views

  7. Any correlation for contributions when spouses are involved?

    By Jakyasar,
    • 1 reply
    • 804 views

  8. 1065 Schedule K-1

    By Belgarath,
    • 2 replies
    • 505 views

  9. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr,
    • 10 replies
    • 2.8k views

  10. Spin off from ASG

    By Gilmore,
    • 1 reply
    • 588 views

  11. In Memoriam: Karen Ferguson, founder of the Pension Rights Center

    By Lois Baker,
    • 0 replies
    • 570 views

  12. Where do the terms "ER" and "EE" come from?

    By ESOP Guy,
    • 2 replies
    • 879 views

  13. Changing In-service Withdrawal Conditions--Cutback?

    By BG5150,
    • 1 reply
    • 867 views

  14. Is an investment advisor who gets no fee an ERISA plan’s fiduciary?

    By Peter Gulia,
    • 13 replies
    • 2.2k views

  15. Esop 5500 Audit requirements inquiry

    By Tax Cowboy,   
    • 6 replies
    • 1k views

  16. EBAR formula for permitted disparity

    By BG5150,
    • 8 replies
    • 1.9k views

  17. owner sells assets of company, does not sell his company

    By thepensionmaven,
    • 9 replies
    • 891 views

  18. Qualified replacement plan related - QRP

    By Jakyasar,   
    • 7 replies
    • 1.1k views

  19. HCE status determination by attribution

    By Jakyasar,
    • 9 replies
    • 1.5k views

  20. In-service Roth rollovers--protected benefit?

    By BG5150,
    • 3 replies
    • 1.2k views
    • Bri
    • Bri

  21. Attribution from trust

    By Bird,
    • 5 replies
    • 1.1k views

  22. Exclusion of Statutory Employees

    By mming,
    • 7 replies
    • 2.5k views

  23. Company X owned by 2 separate S-Corps

    By K-t-F,
    • 15 replies
    • 1.9k views

  24. Ownership by Attribution -

    By thepensionmaven,
    • 3 replies
    • 784 views

  25. In-plan Roth rollovers/conversions

    By Belgarath,
    • 4 replies
    • 1.3k views

  26. Controlled Group / ASG Question

    By Lucky32,
    • 2 replies
    • 697 views

  27. spousal exception/minor child and unrelated owner

    By Draper55,
    • 1 reply
    • 543 views
    • Bri
    • Bri

  28. Controlled group related due to minor children

    By Jakyasar,
    • 5 replies
    • 1.2k views

  29. Correction by Plan Amendment - Rev. Proc. 2021-30

    By KMMB,
    • 1 reply
    • 655 views

  30. Am I controlled group for setting up 2 separate plans?

    By Jakyasar,
    • 2 replies
    • 753 views

  31. New firm, same ee's as old firm - controlled group issue?

    By TPApril,
    • 4 replies
    • 1.2k views

  32. Lost participants and sending SPD, SAR, etc...

    By BG5150,
    • 4 replies
    • 909 views

  33. 3(16) administrator signing 5500 for client question

    By BG5150,
    • 2 replies
    • 814 views

  34. Is this partial termination?

    By Jakyasar,
    • 4 replies
    • 841 views

  35. DOT is last day or first day of PY questions

    By BG5150,
    • 6 replies
    • 878 views

  36. Disclaim Benefits form?

    By BG5150,
    • 1 reply
    • 492 views

  37. Worthless Assets.... can they be donated?

    By K-t-F,
    • 3 replies
    • 958 views
    • JOH
    • JOH

  38. Trustee change via restatement

    By Belgarath,
    • 10 replies
    • 1.3k views

  39. Disability Tax Question

    By metsfan026,
    • 0 replies
    • 495 views

  40. Switching to top-paid group from lookback year for HCE determination

    By Jakyasar,
    • 4 replies
    • 1.2k views

  41. Who to contact when IRS site is wrong?

    By BG5150,
    • 14 replies
    • 1.7k views

  42. Top Heavy & catchup question

    By BG5150,
    • 6 replies
    • 1k views

  43. File under DFVCP without the required audit attached?

    By Janice F,
    • 3 replies
    • 1.6k views
    • WCC
    • WCC

  44. Relius users - beneficiary forms if a trust is named as beneficiary

    By Belgarath,
    • 0 replies
    • 609 views

  45. 415c limit in a 403(b) plan

    By KaJay,
    • 7 replies
    • 3.9k views

  46. Earned Income for non-US citizen

    By katdmin,
    • 0 replies
    • 456 views

  47. Asset Protection

    By Dougsbpc,
    • 8 replies
    • 1.7k views

  48. Can I still set up a profit sharing plan for 2020?

    By Jakyasar,
    • 1 reply
    • 844 views

  49. 414(s) related and bonuses being tested

    By Jakyasar,
    • 2 replies
    • 1.2k views

  50. Changing TPAs, need new doc--plan expense?

    By BG5150,
    • 5 replies
    • 1.6k views
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