Retirement Plans in General

5,768 topics in this forum

1. Terminating a ROBS

   By AKconsult, June 18, 2013
   • 17 replies
   • 8.7k views
   • 
   • justanotheradmin
   • January 22, 2015

2. timing of profit sharing deposits and filing of corporate return

   By joano, February 18, 2005
   • 9 replies
   • 8.6k views
   • 
   • Guest
   • February 24, 2005

3. "Spouse is beneficiary"..."Prove it!"

   By AlbanyConsultant, July 18, 2017
   • 30 replies
   • 8.5k views
   • 
   • Belgarath
   • July 21, 2017

4. employee gets both w-2 and 1099 income

   By himt4, December 13, 2005
   • 19 replies
   • 8.4k views
   • 
   • himt4
   • January 3, 2006

5. Can a profit sharing allocation formula be changed during a plan year?

   By John A, February 15, 2001
   • 9 replies
   • 8.3k views
   • 
   • Bill Berke
   • February 27, 2001

6. Best retirement pension plan

   By Guest joeyd, January 25, 2005
   • 47 replies
   • 8.3k views
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   • Larry M
   • April 26, 2006

7. Common Law Marriage

   By Briandfox, January 14, 2015
   • 24 replies
   • 8.3k views
   • 
   • jpod
   • February 2, 2015

8. Reimbursement of Plan Sponsor by Plan for Plan Expenses

   By Guest SCUDDESLER, January 6, 2004
   • 3 replies
   • 8.2k views
   • 
   • Guest
   • January 6, 2004

9. Compensation under the new tax bill

   By Belgarath, July 8, 2025
   • 4 replies
   • 8.2k views
   • 
   • Bruce1
   • July 10, 2025

10. Death of the owner/sole employee of a Profit Sharing plan.

    By Guest gregens, November 14, 2003
    • 6 replies
    • 8.2k views
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    • Appleby
    • November 20, 2003

11. Deductibility of Accrued Profit Sharing

    By Nassau, March 14, 2013
    • 2 replies
    • 8.2k views
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    • QDROphile
    • March 14, 2013

12. Projected limits?

    By Carol V. Calhoun, October 10, 2020
    • 48 replies
    • 8k views
    • 
    • Tom Poje
    • October 12, 2023

13. S corporation income issues

    By Gary, November 19, 2002
    • 14 replies
    • 7.9k views
    • 
    • Bill Presson
    • July 19, 2009

14. 401(k) SNHEC and Integrated PS Allocation

    By buckaroo, July 8, 2010
    • 26 replies
    • 7.9k views
    • 
    • buckaroo
    • July 15, 2010

15. 415 limits for short initial plan year.

    By Jeff Kirtner, October 11, 1999
    • 6 replies
    • 7.7k views
    • 
    • Richard Anderson
    • March 1, 2001

16. One shareholder has a right of first refusal before other shareholder

    By Guest Kim C, July 7, 2000
    • 19 replies
    • 7.7k views
    • 
    • Guest
    • August 2, 2000

17. Credit for prior service within controlled group

    By Cynchbeast, May 1, 2013
    • 9 replies
    • 7.7k views
    • 
    • austin3515
    • December 2, 2019

18. Failure to satisfy fidelity bond requirements

    By Guest tm3333, September 2, 2011
    • 8 replies
    • 7.7k views
    • 
    • Peter Gulia
    • September 7, 2011

19. profit sharing contribution timing

    By Guest tajcc, July 14, 2006
    • 7 replies
    • 7.7k views
    • 
    • Guest
    • August 12, 2006

20. Interns

    By Guest JMN, June 9, 2010
    • 19 replies
    • 7.6k views
    • 
    • ETA Consulting LLC
    • December 8, 2011

21. Retirement plan puzzle for new Subchapter S

    By Guest GregT, April 13, 2005
    • 15 replies
    • 7.6k views
    • 
    • mbozek
    • April 16, 2005

22. Practicing law without a license?

    By Guest TrustMe401k, November 4, 2002
    • 34 replies
    • 7.6k views
    • 
    • g8r
    • May 16, 2003

23. Reinstatement of Forfeitures

    By DP, September 15, 2008
    • 8 replies
    • 7.5k views
    • 
    • Tom Poje
    • August 16, 2010

24. Supplemental Executive Retirement Plan IRS year-end reporting

    By irsiscrazy, May 14, 2018
    • 3 replies
    • 7.4k views
    • 
    • Luke Bailey
    • May 16, 2018

25. Is SECURE 2022 law?

    By Peter Gulia, February 28, 2024
    • 19 replies
    • 7.4k views
    • 
    • Peter Gulia
    • August 23, 2025

26. Fidelity Investments - Contact Info

    By 415 Limit, July 6, 2023
    • 4 replies
    • 7.4k views
    • 
    • Paul I
    • July 20, 2023

27. Statutory employee issue

    By Guest brewbren, March 14, 2001
    • 2 replies
    • 7.3k views
    • 
    • David MacLennan
    • March 25, 2001

28. Illegal Alien with false identification in profit sharing plan

    By UtahCPA-APA, January 16, 2012
    • 3 replies
    • 7.3k views
    • 
    • Guest
    • February 22, 2013

29. Pension Death Benefits - Death of Beneficiary

    By CuseFan, December 12, 2024
    • 9 replies
    • 7.2k views
    • 
    • Lou S.
    • December 17, 2024

30. S Corporation and 2% Shareholder Health Insurance

    By mjf06241972, March 29, 2019
    • 7 replies
    • 7.2k views
    • 
    • justanotheradmin
    • April 5, 2019

31. profit sharing deposit deadline

    By gregburst, September 13, 2012
    • 7 replies
    • 7.2k views
    • 
    • JustMe
    • March 8, 2018

32. plan limits for fiscal year plans

    By M Norton, September 10, 2009
    • 4 replies
    • 7.1k views
    • 
    • M Norton
    • September 10, 2009

33. Former Employer Terminated 401K Plan & Mailed me a Check

    By Guest Rosey Langham, November 18, 2011
    • 1 reply
    • 7.1k views
    • 
    • QDROphile
    • November 18, 2011

34. Closing 401k plan for bankrupt company

    By Guest erkwol, May 9, 2007
    • 10 replies
    • 7k views
    • 
    • J Simmons
    • May 11, 2007

35. unbelievable

    By dh003i, November 10, 2004
    • 38 replies
    • 6.9k views
    • 
    • Appleby
    • December 3, 2004

36. contribution deduction - off calendar fiscal client

    By pmacduff, January 29, 2014
    • 3 replies
    • 6.9k views
    • 
    • TPApril
    • June 20, 2016

37. Receivable contributions to include in account balances for Top-Heavy

    By Guest, October 18, 2000
    • 6 replies
    • 6.9k views
    • 
    • Richard Anderson
    • December 19, 2000

38. Should a retirement-services provider be its customers’ super-fiduciary?

    By Peter Gulia, July 30, 2022   

    • erisa; fiduciary; prudence
    • 35 replies
    • 6.9k views
    • 
    • Bird
    • June 12, 2024

39. Controlled Group - Husband and Wife

    By Guest anth, March 20, 2011
    • 6 replies
    • 6.8k views
    • 
    • Guest
    • March 22, 2011

40. Disability pay on the W-2

    By Belgarath, March 14, 2005
    • 19 replies
    • 6.7k views
    • 
    • TPApril
    • February 7, 2020

41. Forfeiture of account balance of missing participant

    By Guest Sieve, July 9, 2008
    • 11 replies
    • 6.7k views
    • 
    • AKowalski
    • December 13, 2018

42. Board Resolution - Amendment Authority

    By waid10, March 28, 2005
    • 7 replies
    • 6.6k views
    • 
    • mbozek
    • March 30, 2005

43. Insurance Policy in Profit Sharing Plan

    By Guest boetgerinc, September 15, 1998
    • 6 replies
    • 6.6k views
    • 
    • Guest
    • September 24, 1998

44. Per Stirpes

    By Guest Enda80, March 27, 2008
    • 23 replies
    • 6.6k views
    • 
    • GMK
    • April 1, 2008

45. Consequences for not having Fidelity Bond?

    By jkharvey, August 9, 2005
    • 16 replies
    • 6.6k views
    • 
    • Guest
    • August 15, 2005

46. Non-equity partner

    By Earl, December 15, 2008
    • 10 replies
    • 6.5k views
    • 
    • K2retire
    • December 17, 2008

47. 501(a) tax exempt trust

    By Guest dubya, September 9, 2004
    • 9 replies
    • 6.5k views
    • 
    • mbozek
    • September 13, 2004

48. 401a vs. WV TRS(teacher retirement system)

    By Guest Confused in WV, May 7, 2008
    • 11 replies
    • 6.5k views
    • 
    • Steelerfan
    • May 15, 2008

49. What can I do for my nieces?

    By dh003i, November 7, 2004
    • 46 replies
    • 6.4k views
    • 
    • Guest
    • November 17, 2004

50. Another integration question

    By Guest Moe Howard2, October 15, 2004
    • 45 replies
    • 6.4k views
    • 
    • Lynn Campbell
    • October 20, 2004