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Retirement Plans in General

5,811 topics in this forum

  1. For 5330 - Filer Tax Year for Off-Calendar Tax Year

    By PensionPro,
    • 1 reply
    • 862 views

  2. 8955-ssa related

    By Jakyasar,
    • 3 replies
    • 2.1k views

  3. Retirement Plan Roles and Industry Compensation Study

    By mlp0816,
    • 1 reply
    • 630 views

  4. Distribution made from corporate account

    By Belgarath,
    • 5 replies
    • 1.2k views

  5. Final Form SSA for Plan Termination

    By CRBarnard,
    • 8 replies
    • 2.7k views

  6. PTE 79-60 - commission for an insurance agent/broker who is the employer

    By Jakyasar,
    • 4 replies
    • 2.3k views

  7. Default Beneficiary Designations

    By Belgarath,
    • 8 replies
    • 2.5k views

  8. Additional Medicare Tax and SE Calcs

    By JackS,
    • 1 reply
    • 921 views

  9. Assumption of liabilities

    By Belgarath,
    • 5 replies
    • 1.2k views

  10. RMD Taken Too Early

    By RCK13,   
    • 2 replies
    • 892 views

  11. Testing for combo plans - fiscal year

    By Jakyasar,
    • 4 replies
    • 808 views

  12. Vesting Computation Period Change

    By Pam S.,
    • 2 replies
    • 1.2k views

  13. Deductibility question

    By Jakyasar,
    • 1 reply
    • 512 views

  14. 80/120 Rule

    By lcollins300,
    • 5 replies
    • 1.7k views

  15. How do I apply IRC 411(a)(11)(A) for MEPs

    By Purplemandinga,
    • 1 reply
    • 642 views

  16. Loans from Profit Sharing Plan

    By Chippy,
    • 8 replies
    • 1.3k views

  17. Adopting 2020 Plan under the SECURE Act

    By ConnieStorer,
    • 5 replies
    • 1.1k views

  18. Translation Services

    By EBECatty,
    • 12 replies
    • 1.8k views

  19. Restatements, trust documents, and recordkeeping platforms

    By Belgarath,
    • 5 replies
    • 1.5k views

  20. pooled plan sponsor wants to reimburse the trust for fees

    By AlbanyConsultant,
    • 6 replies
    • 1.1k views

  21. Foreign Company Sponsors 401(k)

    By Purplemandinga,
    • 6 replies
    • 2.4k views

  22. Individually Designed Plan Restatement Requirement?

    By kmhaab,
    • 6 replies
    • 2.9k views

  23. CARES Act Loan Refinance

    By Madison71,
    • 5 replies
    • 1k views

  24. Social Security full retirement age mid-year

    By shERPA,
    • 2 replies
    • 1k views

  25. IRS extended sole-prop filing deadline to May 17th

    By Jakyasar,
    • 7 replies
    • 1.4k views

  26. Post-Severance Pay Correction

    By EPCRSGuru,
    • 3 replies
    • 1.3k views

  27. What if the plan’s administrator did not know the participant died?

    By Peter Gulia,   
    • 8 replies
    • 1.5k views

  28. To net or not to net?

    By Belgarath,
    • 2 replies
    • 691 views

  29. Joint Employer Status allows for single employer plan?

    By AbsolutelyOkayPossibly,
    • 7 replies
    • 1.2k views

  30. Two year entry

    By Karen McIver,
    • 2 replies
    • 2.5k views

  31. Was the song’s 64 a retirement age in England?

    By Peter Gulia,   
    • 9 replies
    • 2k views

  32. Crediting Service | Employee moves from foreign entity to US entity

    By DCqanda,   
    • 2 replies
    • 1.1k views

  33. Plan Merger Law Update Amendment?

    By Purplemandinga,
    • 4 replies
    • 1.4k views

  34. Short Plan Year

    By pam@bbm,
    • 2 replies
    • 1.3k views

  35. Combo plan deduction - 404a7 - non PBGC

    By Jakyasar,
    • 2 replies
    • 736 views

  36. My 3 bucket approach to retirement.

    By Zooey72,
    • 4 replies
    • 1.1k views

  37. Tax credit for a small employer’s start-up expenses for using a multiple-employer plan?

    By Peter Gulia,   
    • 0 replies
    • 442 views

  38. PPP Money

    By thepensionmaven,
    • 15 replies
    • 1.9k views

  39. Actuarial Interest Rate Formula in F5500

    By VeryOldMan,
    • 2 replies
    • 1.2k views

  40. DB/DC Combo - Gateway+top heavy

    By Jakyasar,
    • 2 replies
    • 732 views

  41. Owner's Kid Shortchanged

    By Lucky32,
    • 12 replies
    • 1.3k views

  42. Can the qualified replacement plan (QRP) pay for retiree medical benefit?

    By Jakyasar,
    • 7 replies
    • 1.3k views

  43. W-2 issued with no pre-tax deferrals

    By katdmin,
    • 2 replies
    • 934 views

  44. Combo Plan - gateway requirement

    By Jakyasar,
    • 18 replies
    • 3k views

  45. Is fidelity bond required?

    By Jakyasar,
    • 7 replies
    • 2.1k views

  46. excess contribution

    By Chippy,
    • 10 replies
    • 963 views

  47. Pooled Earnings for Terminated Participants

    By katdmin,
    • 8 replies
    • 1.8k views

  48. Partners' correct date of hire?

    By shERPA,
    • 4 replies
    • 1.7k views

  49. Controlled Group - vesting

    By Belgarath,
    • 5 replies
    • 1.8k views

  50. one partner in partnership wants only alternative investments in 401(k)

    By AJC,
    • 10 replies
    • 1k views
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