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Retirement Plans in General

5,824 topics in this forum

  1. Profit sharing allocation requirement - anti-cutback

    By Belgarath,
    • 2 replies
    • 1.3k views

  2. Self Employed Paired Plan with After-tax Contribution

    By SM,
    • 5 replies
    • 1.7k views

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

    By BG5150,
    • 17 replies
    • 3.6k views

  4. HCE determination

    By Jakyasar,
    • 2 replies
    • 952 views

  5. old topic - limited partnerships as an investment

    By thepensionmaven,
    • 5 replies
    • 1.5k views

  6. Prenuptial Agreement and Forced Waiver of Spousal Consent

    By Ananda,
    • 8 replies
    • 13.7k views

  7. What ownership is considered in determining 5% owner

    By Dougsbpc,
    • 4 replies
    • 1.5k views

  8. Foreign Income

    By MGOAdmin,
    • 1 reply
    • 742 views

  9. Ownership structure and other issues

    By Jakyasar,
    • 5 replies
    • 1.1k views

  10. 2 CGs and staffing company

    By shERPA,
    • 2 replies
    • 863 views

  11. Is there an affiliated service group issue here?

    By Old Reliable,
    • 7 replies
    • 1.6k views

  12. Does this vesting schdule wording make sense?

    By BG5150,
    • 6 replies
    • 1.1k views

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

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

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

    By Jakyasar,
    • 3 replies
    • 1.2k views

  15. 1099-NEC for services rendered?

    By Basically,
    • 3 replies
    • 1.1k views

  16. Top Heavy Determination

    By Basically,
    • 6 replies
    • 1.2k views

  17. Lifetime Income Disclosures - Calculation Details

    By Leopurrd-401k,
    • 5 replies
    • 1.7k views

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

    By Santo Gold,
    • 16 replies
    • 6.3k views

  19. Sort of Abandoned Plan

    By thepensionmaven,
    • 3 replies
    • 869 views

  20. Vesting from Effective Date of the Plan

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  21. Leaving a Controlled Group

    By B21,
    • 4 replies
    • 1.4k views

  22. Providing benefit for HCE worked under 1000 requirement

    By Jakyasar,
    • 10 replies
    • 2.1k views

  23. Plan Sponsor changes from Sole Proprietor to Corporation

    By rodin011,
    • 2 replies
    • 798 views

  24. Dental practice with 3 plans

    By thepensionmaven,
    • 13 replies
    • 1.8k views

  25. Compensation used in a 401k plan

    By Santo Gold,
    • 1 reply
    • 1.1k views

  26. Employee Does not Want Money Purchase Benefit

    By Benefits Vet,
    • 10 replies
    • 1.5k views

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

    By mjf06241972,
    • 4 replies
    • 1.1k views

  28. Cycle 3 Restatements

    By DCPensionGal,
    • 0 replies
    • 634 views

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

    By Jakyasar,
    • 2 replies
    • 673 views

  30. Husband & wife plan, now divorced

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

  31. Combined plan deduction limit - non-PBGC

    By Jakyasar,
    • 1 reply
    • 1.2k views

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

    By BG5150,
    • 4 replies
    • 1.3k views

  33. How to find out if TIN was deactivated

    By BG5150,
    • 4 replies
    • 3.6k views

  34. Missing Forms 945 per IRS

    By WDIK,
    • 0 replies
    • 770 views

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

    By BG5150,
    • 2 replies
    • 805 views

  36. Any correlation for contributions when spouses are involved?

    By Jakyasar,
    • 1 reply
    • 927 views

  37. 1065 Schedule K-1

    By Belgarath,
    • 2 replies
    • 615 views

  38. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr,
    • 10 replies
    • 4k views

  39. Spin off from ASG

    By Gilmore,
    • 1 reply
    • 683 views

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

    By Lois Baker,
    • 0 replies
    • 728 views

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

    By ESOP Guy,
    • 2 replies
    • 1.1k views

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

    By BG5150,
    • 1 reply
    • 1k views

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

    By Peter Gulia,
    • 13 replies
    • 3.1k views

  44. Esop 5500 Audit requirements inquiry

    By Tax Cowboy,   
    • 6 replies
    • 1.3k views

  45. EBAR formula for permitted disparity

    By BG5150,
    • 8 replies
    • 2.1k views

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

    By thepensionmaven,
    • 9 replies
    • 1.1k views

  47. Qualified replacement plan related - QRP

    By Jakyasar,   
    • 7 replies
    • 1.3k views

  48. HCE status determination by attribution

    By Jakyasar,
    • 9 replies
    • 1.7k views

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

    By BG5150,
    • 3 replies
    • 1.4k views
    • Bri
    • Bri

  50. Attribution from trust

    By Bird,
    • 5 replies
    • 1.3k views
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