Retirement Plans in General

5,753 topics in this forum

1. (yet another) 401(a) 5 question

   By BG5150, August 10, 2012
   • 1 reply
   • 901 views
   • 
   • Bird
   • August 13, 2012

2. § 416 Minimum Contribution Amounts and § 404(a)(3); § 404(a)(3) Limits Perhaps Waived for § 416 Minimum Contributions

   By Kent Allard, February 24, 2024
   • 1 reply
   • 617 views
   • 
   • C. B. Zeller
   • February 24, 2024

3. §401(a)(13) Issue

   By chris, February 18, 2011
   • 3 replies
   • 1.5k views
   • 
   • chris
   • February 18, 2011

4. §415(c) Contribution Limits for DC plans

   By Guest JJERS, February 11, 2002
   • 4 replies
   • 1.7k views
   • 
   • Belgarath
   • February 14, 2002

5. §4975(e)(2)(C)

   By Dalai Pookah, March 22, 2017
   • 1 reply
   • 411 views
   • 
   • My 2 cents
   • March 22, 2017

6. $100 Penalty Under ERISA 502(c)(1)(b)

   By Guest DrJekyll, April 23, 1999
   • 0 replies
   • 2.2k views
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   • Guest
   • April 23, 1999

7. $100,000 Annual Limitation on ISOs under Code Section 422(d)

   By Guest Edward McElroy, February 8, 1999
   • 3 replies
   • 3.2k views
   • 
   • Guest
   • February 22, 1999

8. $250K threshhold for owner only plan

   By thepensionmaven, September 10, 2019
   • 14 replies
   • 1.4k views
   • 
   • Belgarath
   • September 12, 2019

9. $35,000 Limit for DC Plans

   By Guest John Sample, December 18, 2000
   • 2 replies
   • 1.5k views
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   • Dave Baker
   • December 21, 2000

10. $64,000 question -- it this a top heavy plan

    By maverick, May 3, 2002
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • May 3, 2002

11. 1 business in U.S., one in Puerto Rico

    By Belgarath, January 24, 2011
    • 0 replies
    • 1.7k views
    • 
    • Belgarath
    • January 24, 2011

12. 1 company taking over another's 401k plan

    By Santo Gold, March 11, 2019
    • 5 replies
    • 1k views
    • 
    • Below Ground
    • March 12, 2019

13. 1-person plan retires - keep plan or terminate?

    By TPApril, September 13, 2024
    • 11 replies
    • 1.6k views
    • 
    • Draper55
    • October 2, 2024

14. 1,000 hours when gap between end of payroll period and payment date straddles two tax years

    By Car23, March 13, 2020
    • 6 replies
    • 1.2k views
    • 
    • Larry Gagnon
    • March 19, 2020

15. 1,000-Hour Requirement

    By jpod, May 18, 2018
    • 4 replies
    • 3k views
    • 
    • Tom Poje
    • May 21, 2018

16. 1.401(a)(4)-11(g) retroactive amendment

    By Belgarath, March 19, 2003
    • 11 replies
    • 3.4k views
    • 
    • Mike Preston
    • March 19, 2003

17. 1.401a4-11g extended by Isabel?

    By Guest dsyrett, October 7, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 7, 2003

18. 1.5 years eligibility requirement

    By ombskid, February 15, 2007
    • 7 replies
    • 1.7k views
    • 
    • Jim Chad
    • February 16, 2007

19. 1% Owner for Key Purposes - Clarification

    By BeanCounterBlues, May 25, 2016
    • 13 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 26, 2016

20. 10% shareholder -- ERISA 3(14)(H)

    By Guest RGH2, May 26, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 26, 2012

21. 100% Joint and Survivor Pension, beneficiary DOB incorrect

    By LoriLeigh, January 28, 2021
    • 11 replies
    • 1.4k views
    • 
    • FPGuy
    • January 29, 2021

22. 100% of employees are "leased employees"

    By Dennis Povloski, April 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 8, 2008

23. 100% of Plan Assets in Annuity Contract

    By chris, January 7, 2002
    • 2 replies
    • 1.5k views
    • 
    • chris
    • January 7, 2002

24. 100% owner in two companies

    By abanky, August 2, 2007
    • 1 reply
    • 980 views
    • 
    • J Simmons
    • August 2, 2007

25. 100% vested accounts - quarterly statements

    By Beemer, April 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • April 15, 2007

26. 1000 Hours Requirement

    By J2D2, May 4, 2004
    • 0 replies
    • 1.9k views
    • 
    • J2D2
    • May 4, 2004

27. 1000 rule with two years of service apply?

    By Cathy from Chicago, March 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 8, 2001

28. 1035 exchange in qualified plan?

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

29. 1065 Schedule K-1

    By Belgarath, January 4, 2022
    • 2 replies
    • 438 views
    • 
    • Belgarath
    • January 5, 2022

30. 1099 employee/attorney - controlled group?

    By TPApril, May 7, 2022
    • 1 reply
    • 1.1k views
    • 
    • shERPA
    • May 9, 2022

31. 1099 for QDRO

    By thepensionmaven, February 6, 2017   

    • qdro
    • 3 replies
    • 2.2k views
    • 
    • CMarkB
    • February 6, 2017

32. 1099 Income

    By Egold, November 30, 2022
    • 5 replies
    • 1.1k views
    • 
    • PamR
    • December 1, 2022

33. 1099 income only

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

34. 1099 R Question

    By Pammie57, January 11, 2017
    • 2 replies
    • 552 views
    • 
    • Lou S.
    • January 11, 2017

35. 1099 Software

    By Dougsbpc, January 6, 2021
    • 1 reply
    • 459 views
    • 
    • david rigby
    • January 6, 2021

36. 1099-Misc income

    By Santo Gold, February 25, 2019
    • 10 replies
    • 1.8k views
    • 
    • FPGuy
    • February 26, 2019

37. 1099-NEC for services rendered?

    By K-t-F, February 1, 2022
    • 3 replies
    • 678 views
    • 
    • Luke Bailey
    • February 2, 2022

38. 1099-R EIN

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

39. 1099-R question

    By Cynchbeast, April 30, 2018
    • 6 replies
    • 834 views
    • 
    • Bird
    • May 2, 2018

40. 1099-R question: 1 trust but more than one plan: is 1 1099-R okay or m

    By John A, January 18, 2001
    • 3 replies
    • 1.5k views
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    • MJ Hartman
    • January 18, 2001

41. 1099-R question: How do you handle Copies D, 1 and 2 (mail all of them

    By John A, January 17, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 18, 2001

42. 1099-Rs not filed

    By Cynchbeast, March 12, 2009
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • March 14, 2009

43. 1099's for PS 58 Costs

    By Guest bmij, December 7, 2011
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • December 9, 2011

44. 1099R filing date with IRS

    By thepensionmaven, February 28, 2017
    • 1 reply
    • 449 views
    • 
    • RatherBeGolfing
    • March 1, 2017

45. 1099R for cash distribution and defaulted loan

    By Pammie57, January 26, 2017
    • 3 replies
    • 920 views
    • 
    • Kevin C
    • January 27, 2017

46. 1099R Questions

    By Pammie57, January 25, 2018
    • 2 replies
    • 608 views
    • 
    • Pammie57
    • January 25, 2018

47. 11-g amendment for one person--SMM required?

    By BG5150, April 10, 2018
    • 1 reply
    • 790 views
    • 
    • Larry Starr
    • April 10, 2018

48. 12(b)(1) fees - can broker/dealer pocket them on their own plan if the

    By Guest michaelv, October 31, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 5, 2000

49. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

    By PMZJohn, November 15, 2019
    • 2 replies
    • 922 views
    • 
    • PMZJohn
    • November 19, 2019

50. 15 day benefit freeze notice

    By richard, December 30, 1998
    • 4 replies
    • 2k views
    • 
    • Guest
    • May 27, 1999