Retirement Plans in General

5,781 topics in this forum

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

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

2. Form 1120-S Schedule K-1

   By coleboy, February 25, 2020
   • 13 replies
   • 2.6k views
   • 
   • Larry Starr
   • March 23, 2020

3. Compensation from an LLC

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

4. One Time Irrevocable Elections

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

5. eligibility - 2 year wait

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

6. Annual addition limit / control group

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

7. Effective Date of new Plan

   By Hokielady, September 30, 2016
   • 5 replies
   • 2.6k views
   • 
   • Mike Preston
   • October 3, 2016

8. 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

9. Compliance check not responded to

   By SSRRS, March 28, 2025
   • 3 replies
   • 2.6k views
   • 
   • Paul I
   • March 28, 2025

10. RMDs- definition of "retired"

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

11. What is an Enrolled Retirement Plan Agent allowed to do?

    By Peter Gulia, August 10, 2018   

    • erpa
    • 14 replies
    • 2.6k views
    • 
    • Peter Gulia
    • August 14, 2018

12. Violation of Exclusive Benefit Rule?

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

13. How Do We Distinguish an (Early) Retirement From a Termination?

    By Guest Dash02, October 17, 2014
    • 3 replies
    • 2.6k views
    • 
    • david rigby
    • October 18, 2014

14. Cash out under $200

    By Cynchbeast, May 18, 2017
    • 6 replies
    • 2.6k views
    • 
    • david rigby
    • May 19, 2017

15. Loans in Keogh Plans

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

16. 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

17. Individually Designed Plan Restatement Requirement?

    By kmhaab, April 9, 2021
    • 6 replies
    • 2.6k views
    • 
    • Luke Bailey
    • April 13, 2021

18. Earned Income - Receipt of Deferred Compensation

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

19. What is a CODA

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

20. changing eligibility

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

21. Is severance pay included or excluded under each safe-harbor definitio

    By John A, November 27, 2000
    • 1 reply
    • 2.6k views
    • 
    • Alf
    • November 27, 2000

22. DOMA Change and effect on retirement plans

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

23. Davis-Bacon plan

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

24. 410(b)(6) transition period

    By R. Butler, May 10, 2022
    • 4 replies
    • 2.6k views
    • 
    • Ilene Ferenczy
    • May 11, 2022

25. PBGC covered or not

    By Jakyasar, March 9, 2022
    • 15 replies
    • 2.6k views
    • 
    • ktrombino
    • September 21, 2022

26. Salary Deferral for Small Business employee/shareholders?

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

27. top heavy calculation

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

28. unitized employer stock "fund"

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

29. Status of IRS determination letter processing?

    By jstorch, September 23, 2008
    • 11 replies
    • 2.6k views
    • 
    • jstorch
    • September 25, 2008

30. TPA service issues

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

31. tax-treatment of second "job"

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

32. Excluding part-time hourly employees

    By truphao, June 22, 2023
    • 10 replies
    • 2.6k views
    • 
    • truphao
    • June 23, 2023

33. 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

34. PLR's as Precedent?

    By Guest JD Colville, May 17, 1999
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • May 29, 1999

35. Voluntary Early Retirement Incentive

    By Guest tonjer, January 29, 2003
    • 6 replies
    • 2.6k views
    • 
    • mbozek
    • January 31, 2003

36. Starting a Pension Consulting Business

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

37. LLC earned income, IRS requirements

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

38. 1099 income only

    By Santo Gold, December 22, 2005
    • 8 replies
    • 2.6k views
    • 
    • himt4
    • December 23, 2005

39. 1035 exchange in qualified plan?

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

40. Records Retention - ERISA & IRS -What do they say?

    By ljr, June 9, 2004
    • 5 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 9, 2004

41. 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

42. Controlled group without ownership?

    By Guest Christie Banks, May 1, 2002
    • 4 replies
    • 2.6k views
    • 
    • pjkoehler
    • May 2, 2002

43. Contributions to Ineligible Employees

    By Guest ERead, September 8, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • September 8, 1998

44. APR Calculator Workbook

    By C. B. Zeller, February 24, 2022
    • 22 replies
    • 2.6k views
    • 
    • austin3515
    • May 14, 2022

45. TRA-86 Remedial Amendment Period for Tax-Exempts

    By davef, November 30, 1998
    • 1 reply
    • 2.6k views
    • 
    • Chester
    • November 30, 1998

46. Just curious...

    By Lori Friedman, October 8, 2004
    • 3 replies
    • 2.6k views
    • 
    • JanetM
    • October 11, 2004

47. Partnership allocation of safe harbor contribution

    By Guest KMP, June 13, 2002
    • 2 replies
    • 2.6k views
    • 
    • Mary Kay Foss
    • June 14, 2002

48. Recognizing predecessor employer

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

49. New Sole-prop SEP IRA after terminated Solo 401k from S-corp?

    By Derek K, October 9, 2019   

    • two plans
    • sep ira
    • (and 1 more)

      Tagged with:

      • two plans
      • sep ira
      • solo 401k
    • 2 replies
    • 2.6k views
    • 
    • Derek K
    • October 10, 2019

50. Annuity benefit when merging money purchase and p/s plans.

    By Guest Thornton, September 13, 2001
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • December 12, 2001