Jump to content

Retirement Plans in General

5,816 topics in this forum

  1. Ownership structure and other issues

    By Jakyasar,
    • 5 replies
    • 1k views

  2. 2 CGs and staffing company

    By shERPA,
    • 2 replies
    • 704 views

  3. Is there an affiliated service group issue here?

    By Old Reliable,
    • 7 replies
    • 1.5k views

  4. Does this vesting schdule wording make sense?

    By BG5150,
    • 6 replies
    • 1k views

  5. What is the gross salary to be use for pension purposes?

    By Jakyasar,
    • 3 replies
    • 1.5k views
    • Bri
    • Bri

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

    By Jakyasar,
    • 3 replies
    • 1.1k views

  7. 1099-NEC for services rendered?

    By K-t-F,
    • 3 replies
    • 956 views

  8. Top Heavy Determination

    By Basically,
    • 6 replies
    • 1.1k views

  9. Lifetime Income Disclosures - Calculation Details

    By Leopurrd-401k,
    • 5 replies
    • 1.6k views

  10. Does plan sponsor need EIN to create a 401k Plan?

    By Santo Gold,
    • 16 replies
    • 6k views

  11. Sort of Abandoned Plan

    By thepensionmaven,
    • 3 replies
    • 750 views

  12. Vesting from Effective Date of the Plan

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  13. Leaving a Controlled Group

    By B21,
    • 4 replies
    • 1.2k views

  14. Providing benefit for HCE worked under 1000 requirement

    By Jakyasar,
    • 10 replies
    • 2k views

  15. Plan Sponsor changes from Sole Proprietor to Corporation

    By rodin011,
    • 2 replies
    • 723 views

  16. Dental practice with 3 plans

    By thepensionmaven,
    • 13 replies
    • 1.7k views

  17. Compensation used in a 401k plan

    By Santo Gold,
    • 1 reply
    • 1.1k views

  18. Employee Does not Want Money Purchase Benefit

    By Benefits Vet,
    • 10 replies
    • 1.3k views

  19. Contribution Just Realized They Did Not Fund Safe Harbor Match for 2020

    By mjf06241972,
    • 4 replies
    • 1k views

  20. Cycle 3 Restatements

    By DCPensionGal,
    • 0 replies
    • 515 views

  21. DC plan has standardized prototype but DB plan has volume submitter

    By Jakyasar,
    • 2 replies
    • 597 views

  22. Husband & wife plan, now divorced

    By BG5150,
    • 1 reply
    • 1.1k views
    • Bri
    • Bri

  23. Combined plan deduction limit - non-PBGC

    By Jakyasar,
    • 1 reply
    • 1.1k views

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

    By BG5150,
    • 4 replies
    • 1.2k views

  25. How to find out if TIN was deactivated

    By BG5150,
    • 4 replies
    • 3.5k views

  26. Missing Forms 945 per IRS

    By WDIK,
    • 0 replies
    • 664 views

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

    By BG5150,
    • 2 replies
    • 690 views

  28. Any correlation for contributions when spouses are involved?

    By Jakyasar,
    • 1 reply
    • 857 views

  29. 1065 Schedule K-1

    By Belgarath,
    • 2 replies
    • 572 views

  30. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr,
    • 10 replies
    • 3.6k views

  31. Spin off from ASG

    By Gilmore,
    • 1 reply
    • 637 views

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

    By Lois Baker,
    • 0 replies
    • 623 views

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

    By ESOP Guy,
    • 2 replies
    • 963 views

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

    By BG5150,
    • 1 reply
    • 929 views

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

    By Peter Gulia,
    • 13 replies
    • 2.8k views

  36. Esop 5500 Audit requirements inquiry

    By Tax Cowboy,   
    • 6 replies
    • 1.2k views

  37. EBAR formula for permitted disparity

    By BG5150,
    • 8 replies
    • 2.1k views

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

    By thepensionmaven,
    • 9 replies
    • 1k views

  39. Qualified replacement plan related - QRP

    By Jakyasar,   
    • 7 replies
    • 1.2k views

  40. HCE status determination by attribution

    By Jakyasar,
    • 9 replies
    • 1.7k views

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

    By BG5150,
    • 3 replies
    • 1.3k views
    • Bri
    • Bri

  42. Attribution from trust

    By Bird,
    • 5 replies
    • 1.2k views

  43. Exclusion of Statutory Employees

    By mming,
    • 7 replies
    • 2.9k views

  44. Company X owned by 2 separate S-Corps

    By K-t-F,
    • 15 replies
    • 2.2k views

  45. Ownership by Attribution -

    By thepensionmaven,
    • 3 replies
    • 869 views

  46. In-plan Roth rollovers/conversions

    By Belgarath,
    • 4 replies
    • 1.5k views

  47. Controlled Group / ASG Question

    By Lucky32,
    • 2 replies
    • 773 views

  48. spousal exception/minor child and unrelated owner

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

  49. Controlled group related due to minor children

    By Jakyasar,
    • 5 replies
    • 1.3k views

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

    By KMMB,
    • 1 reply
    • 736 views
×
×
  • Create New...