Retirement Plans in General

5,751 topics in this forum

1. Force out amount upon plan termination

   By Jakyasar, August 4, 2024
   • 8 replies
   • 1.8k views
   • 
   • TheBoxMan
   • August 14, 2024

2. Controlled Groups

   By Guest THess, February 23, 2004
   • 8 replies
   • 1.2k views
   • 
   • Guest
   • February 26, 2004

3. setting up a new plan

   By Jakyasar, May 30, 2024
   • 8 replies
   • 901 views
   • 
   • C. B. Zeller
   • June 19, 2024

4. top heavy minimum

   By Chippy, April 26, 2013
   • 8 replies
   • 2.3k views
   • 
   • Belgarath
   • April 30, 2013

5. davis bacon prevailing wage plan

   By Guest pensiondoc, September 25, 1998
   • 7 replies
   • 4k views
   • 
   • Guest
   • July 27, 1999

6. Brother-Sister Group

   By EBECatty, April 3, 2024
   • 7 replies
   • 919 views
   • 
   • EBECatty
   • April 5, 2024

7. Forfeitures held in suspense

   By Guest SPOT, May 14, 2002
   • 7 replies
   • 5.1k views
   • 
   • mbozek
   • May 17, 2002

8. Advice for my buisness

   By Guest Cody75, March 4, 2002
   • 7 replies
   • 2.2k views
   • 
   • Guest
   • March 8, 2002

9. IRS on furlough

   By justanotheradmin, October 9
   • 7 replies
   • 4.5k views
   • 
   • Peter Gulia
   • October 21

10. 401k Investment Choices

    By DP, November 12, 2002
    • 7 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • November 18, 2002

11. PPA Restatement Effective Date

    By Cynchbeast, May 26, 2015
    • 7 replies
    • 5.9k views
    • 
    • Bird
    • June 16, 2015

12. Qualified replacement plan related - QRP

    By Jakyasar, December 8, 2021   

    • qrp
    • 7 replies
    • 1k views
    • 
    • Jakyasar
    • December 22, 2021

13. Use Co. Stock to Pay Off Participant Loan?

    By Christine Roberts, October 7, 2002
    • 7 replies
    • 1.5k views
    • 
    • Christine Roberts
    • October 14, 2002

14. timing for allocating employer contribution

    By Scuba 401, September 15, 2010
    • 7 replies
    • 2k views
    • 
    • TPApril
    • February 10, 2012

15. Compensation

    By thepensionmaven, January 31, 2017
    • 7 replies
    • 1.6k views
    • 
    • QDROphile
    • February 2, 2017

16. Contribution on behalf of a deceased owner.

    By katieinny, October 11, 2004
    • 7 replies
    • 3.2k views
    • 
    • Bird
    • June 1, 2016

17. Vesting related

    By Jakyasar, August 19
    • 7 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 20

18. 401(a)(4) nondiscrimination test required for int alloc

    By betheeg, October 10, 2007
    • 7 replies
    • 2.6k views
    • 
    • rcline46
    • October 11, 2007

19. Document question - public instrumentality - using 401(k) doc

    By Belgarath, November 5, 2015
    • 7 replies
    • 935 views
    • 
    • ETA Consulting LLC
    • November 5, 2015

20. Does a plan tax-report payments on Form 1099-MISC?

    By Peter Gulia, April 15, 2016   

    • 1099-MISC
    • 7 replies
    • 3.5k views
    • 
    • aGordeno
    • November 7, 2018

21. S Corporation and 2% Shareholder Health Insurance

    By mjf06241972, March 29, 2019
    • 7 replies
    • 6.8k views
    • 
    • justanotheradmin
    • April 5, 2019

22. Yet another IRS screw-up - this time with a 5330

    By Belgarath, December 13, 2023
    • 7 replies
    • 1.2k views
    • 
    • Belgarath
    • December 15, 2023

23. 401 Rollover --need advice asap

    By Guest charxyz, October 30, 2008
    • 7 replies
    • 1.3k views
    • 
    • masteff
    • November 20, 2008

24. Common Ownership

    By Guest rexbanner, February 20, 2008
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • February 25, 2008

25. Irrevocable Rollovers

    By jevd, June 13, 2007
    • 7 replies
    • 3.6k views
    • 
    • masteff
    • June 18, 2007

26. Restoration of Forfeitures

    By DP, December 28, 2011
    • 7 replies
    • 2k views
    • 
    • DP
    • January 3, 2012

27. Collectibles as investments

    By jkharvey, July 11, 2000
    • 7 replies
    • 3.2k views
    • 
    • Bill Berke
    • August 1, 2000

28. Benficries of trust considered owners of corp and therefore HC

    By SSRRS, October 13, 2024
    • 7 replies
    • 1.3k views
    • 
    • SSRRS
    • October 14, 2024

29. Provisions of a Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 7 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 25, 2001

30. Is a separate Plan Tax ID number a best practice regardless if assets are held by an investment platform/recorkeeper?

    By lisabroc, September 18, 2015
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • September 21, 2015

31. PPA Quarterly Statements

    By Guest tas1, March 20, 2007
    • 7 replies
    • 4.6k views
    • 
    • Bird
    • March 29, 2007

32. Average Benefit Percentage Test Questions

    By John A, July 11, 2000
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • August 16, 2000

33. choosing which assets to distribute to HCE

    By M Norton, November 8, 2019
    • 7 replies
    • 1.5k views
    • 
    • Bird
    • November 11, 2019

34. RMD Start date - checking

    By Jakyasar, February 15, 2024
    • 7 replies
    • 858 views
    • 
    • Belgarath
    • February 16, 2024

35. Should be an easy eligibility question, but not really

    By Santo Gold, March 28, 2014
    • 7 replies
    • 2k views
    • 
    • jpod
    • April 1, 2014

36. Prohibited transaction if employees are allowed to "link" wi

    By KJohnson, August 30, 2000
    • 7 replies
    • 1.7k views
    • 
    • Erik Read
    • December 6, 2000

37. attribution and controlled group

    By Guest quinn the car fixer, August 9, 2004
    • 7 replies
    • 1.7k views
    • 
    • R. Butler
    • August 12, 2004

38. What do you do if a company accidentally wires too much money?

    By FundeK, October 29, 2003
    • 7 replies
    • 2.8k views
    • 
    • Belgarath
    • November 11, 2003

39. Controlled group? Must they all be covered?

    By jane123, May 25, 2005
    • 7 replies
    • 2k views
    • 
    • jane123
    • May 26, 2005

40. Bonding

    By Young Curmudgeon, March 28, 2018
    • 7 replies
    • 1.5k views
    • 
    • Larry Starr
    • April 1, 2018

41. Calculating required minimum distribution

    By Guest Enda80, May 17, 2008
    • 7 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 20, 2008

42. Exclusion of Statutory Employees

    By mming, December 16, 2021
    • 7 replies
    • 2.1k views
    • 
    • rocknrolls2
    • December 16, 2021

43. Private Employer & Government Plan

    By shERPA, May 16, 2018
    • 7 replies
    • 1.8k views
    • 
    • 401K_AZ
    • June 28, 2018

44. The Worst Plan Ever

    By Dave401k, April 4, 2019
    • 7 replies
    • 891 views
    • 
    • Below Ground
    • April 9, 2019

45. Schedule K-1 question

    By Belgarath, February 19, 2024
    • 7 replies
    • 752 views
    • 
    • CuseFan
    • February 19, 2024

46. Investment Courses as Plan (Trustee) Expense

    By Dalai Pookah, July 31, 2019   

    • plan expenses
    • trustee
    • 7 replies
    • 1.1k views
    • 
    • Dalai Pookah
    • August 5, 2019

47. Max dc contribution in separate plans

    By Guest Lil Anderson, October 12, 2006
    • 7 replies
    • 1.9k views
    • 
    • Below Ground
    • October 13, 2006

48. 1099-R EIN

    By Denice England, April 8, 2020
    • 7 replies
    • 3k views
    • 
    • Bird
    • April 13, 2020

49. How does a government shutdown affect the Internal Revenue Service and you?

    By Peter Gulia, March 1
    • 7 replies
    • 2.8k views
    • 
    • Peter Gulia
    • March 3

50. Failed ACP test

    By Cynchbeast, January 7, 2013
    • 7 replies
    • 2.5k views
    • 
    • Tom Poje
    • January 7, 2013