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Retirement Plans in General

5,839 topics in this forum

  1. Any correlation for contributions when spouses are involved?

    By Jakyasar,
    • 1 reply
    • 1k views

  2. 1065 Schedule K-1

    By Belgarath,
    • 2 replies
    • 687 views

  3. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr,
    • 10 replies
    • 4.3k views

  4. Spin off from ASG

    By Gilmore,
    • 1 reply
    • 804 views

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

    By Lois Baker,
    • 0 replies
    • 867 views

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

    By ESOP Guy,
    • 2 replies
    • 1.3k views

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

    By BG5150,
    • 1 reply
    • 1.1k views

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

    By Peter Gulia,
    • 13 replies
    • 3.6k views

  9. Esop 5500 Audit requirements inquiry

    By Tax Cowboy,   
    • 6 replies
    • 1.5k views

  10. EBAR formula for permitted disparity

    By BG5150,
    • 8 replies
    • 2.3k views

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

    By thepensionmaven,
    • 9 replies
    • 1.2k views

  12. Qualified replacement plan related - QRP

    By Jakyasar,   
    • 7 replies
    • 1.5k views

  13. HCE status determination by attribution

    By Jakyasar,
    • 9 replies
    • 1.9k views

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

    By BG5150,
    • 3 replies
    • 1.5k views
    • Bri
    • Bri

  15. Attribution from trust

    By Bird,
    • 5 replies
    • 1.5k views

  16. Exclusion of Statutory Employees

    By mming,
    • 7 replies
    • 3.3k views

  17. Company X owned by 2 separate S-Corps

    By Basically,
    • 15 replies
    • 2.8k views

  18. Ownership by Attribution -

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  19. In-plan Roth rollovers/conversions

    By Belgarath,
    • 4 replies
    • 1.8k views

  20. Controlled Group / ASG Question

    By Lucky32,
    • 2 replies
    • 932 views

  21. spousal exception/minor child and unrelated owner

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

  22. Controlled group related due to minor children

    By Jakyasar,
    • 5 replies
    • 1.5k views

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

    By KMMB,
    • 1 reply
    • 874 views

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

    By Jakyasar,
    • 2 replies
    • 918 views

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

    By TPApril,
    • 4 replies
    • 1.5k views

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

    By BG5150,
    • 4 replies
    • 1.3k views

  27. 3(16) administrator signing 5500 for client question

    By BG5150,
    • 2 replies
    • 995 views

  28. Is this partial termination?

    By Jakyasar,
    • 4 replies
    • 1.1k views

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

    By BG5150,
    • 6 replies
    • 1.3k views

  30. Disclaim Benefits form?

    By BG5150,
    • 1 reply
    • 661 views

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

    By Basically,
    • 3 replies
    • 1.2k views
    • JOH
    • JOH

  32. Trustee change via restatement

    By Belgarath,
    • 10 replies
    • 1.7k views

  33. Disability Tax Question

    By metsfan026,
    • 0 replies
    • 656 views

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

    By Jakyasar,
    • 4 replies
    • 1.5k views

  35. Who to contact when IRS site is wrong?

    By BG5150,
    • 14 replies
    • 2.4k views

  36. Top Heavy & catchup question

    By BG5150,
    • 6 replies
    • 1.3k views

  37. File under DFVCP without the required audit attached?

    By Janice F,
    • 3 replies
    • 2k views
    • WCC
    • WCC

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

    By Belgarath,
    • 0 replies
    • 801 views

  39. 415c limit in a 403(b) plan

    By KaJay,
    • 7 replies
    • 6k views

  40. Earned Income for non-US citizen

    By Sotired,
    • 0 replies
    • 671 views

  41. Asset Protection

    By Dougsbpc,
    • 8 replies
    • 2.3k views

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

    By Jakyasar,
    • 1 reply
    • 1k views

  43. 414(s) related and bonuses being tested

    By Jakyasar,
    • 2 replies
    • 1.5k views

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

    By BG5150,
    • 5 replies
    • 1.8k views

  45. Wants to set up pension plans for 2021 but SIMPLE plan is in existence.

    By Jakyasar,
    • 7 replies
    • 2k views

  46. E&O coverage

    By Jakyasar,
    • 0 replies
    • 803 views

  47. Vesting and sale of affiliate

    By Ananda,
    • 6 replies
    • 1.8k views

  48. Correction of Top Heavy Failures; Covered by Two Plans

    By Powamow,
    • 0 replies
    • 673 views

  49. Distributions to active employees done without plan termination

    By Jakyasar,
    • 12 replies
    • 2.3k views

  50. Contribution Limits for 2022

    By JOH,
    • 5 replies
    • 1.4k views
    • JOH
    • JOH
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