Retirement Plans in General

5,751 topics in this forum

1. PS plan allocation/deduction issues

   By Jakyasar, October 1, 2020
   • 3 replies
   • 756 views
   • 
   • Jakyasar
   • October 5, 2020

2. 415 excess in pooled account

   By BG5150, October 2, 2020
   • 2 replies
   • 846 views
   • 
   • BG5150
   • October 2, 2020

3. Death of sole trustee

   By Egold, October 1, 2020
   • 4 replies
   • 1.4k views
   • 
   • Egold
   • October 2, 2020

4. Pre-approved plan restatements

   By Belgarath, September 30, 2020
   • 1 reply
   • 892 views
   • 
   • Bob the Swimmer
   • September 30, 2020

5. PPP Forgiveness Question

   By Gilmore, September 30, 2020
   • 0 replies
   • 391 views
   • 
   • Gilmore
   • September 30, 2020

6. Pooled acct in Partic-directed plan

   By BG5150, September 29, 2020
   • 2 replies
   • 480 views
   • 
   • ESOP Guy
   • September 29, 2020

7. Plan term--is this person 100% vested?

   By BG5150, September 25, 2020
   • 2 replies
   • 1k views
   • 
   • BG5150
   • September 25, 2020

8. IFR - Lifetime Income Illustrations

   By Madison71, September 3, 2020
   • 7 replies
   • 1.2k views
   • 
   • C. B. Zeller
   • September 24, 2020

9. Selective vesting in NQDC plan

   By cathyw, September 14, 2020
   • 3 replies
   • 567 views
   • 
   • Luke Bailey
   • September 17, 2020

10. Wrong EIN on 5500 filing - how to correct

    By ldr, September 17, 2020
    • 2 replies
    • 1.5k views
    • 
    • ldr
    • September 17, 2020

11. Affiliation??

    By Jakyasar, September 16, 2020
    • 10 replies
    • 1.2k views
    • 
    • Jakyasar
    • September 17, 2020

12. deduction limit

    By Jakyasar, September 15, 2020
    • 4 replies
    • 778 views
    • 
    • Bob the Swimmer
    • September 15, 2020

13. Background about Puerto Rico plans

    By MWeddell, September 11, 2020
    • 2 replies
    • 952 views
    • 
    • MWeddell
    • September 15, 2020

14. Mechanics of CARES loans

    By Cynchbeast, September 11, 2020
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • September 14, 2020

15. Max Employer Contribution Limit

    By mjf06241972, September 14, 2020
    • 1 reply
    • 608 views
    • 
    • Lou S.
    • September 14, 2020

16. Revisiting seasoned contributions for life insurance in dc plans

    By Jakyasar, September 10, 2020
    • 2 replies
    • 1.2k views
    • 
    • Jakyasar
    • September 10, 2020

17. Who can get the deduction?

    By Jakyasar, September 3, 2020
    • 10 replies
    • 1.2k views
    • 
    • Jakyasar
    • September 8, 2020

18. LLC Taxed as Corporation- Still A Partnership under 1563?

    By Benefits Vet, September 2, 2020
    • 6 replies
    • 953 views
    • 
    • Benefits Vet
    • September 3, 2020

19. revisiting life insurance in combo plans

    By Jakyasar, August 31, 2020
    • 12 replies
    • 1.8k views
    • 
    • Mike Preston
    • September 3, 2020

20. 2 year eligibility

    By Belgarath, September 2, 2020
    • 1 reply
    • 602 views
    • 
    • Bird
    • September 2, 2020

21. SAR for Final 5500 (Plan Merger)

    By Gilmore, August 31, 2020
    • 3 replies
    • 1k views
    • 
    • Alonzo Church
    • September 2, 2020

22. CG compensation: sole prop loss and s-corp in same year

    By AlbanyConsultant, August 24, 2020
    • 18 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • August 31, 2020

23. Looking for an old EGTRRA Opinion Letter

    By jeff77, August 28, 2020
    • 0 replies
    • 516 views
    • 
    • jeff77
    • August 28, 2020

24. Cashout when rollovers are involved

    By BG5150, August 27, 2020
    • 1 reply
    • 1k views
    • 
    • C. B. Zeller
    • August 27, 2020

25. Plan assets invested in partnership

    By eml691, August 21, 2020
    • 4 replies
    • 1.1k views
    • 
    • JOH
    • August 26, 2020

26. ERISA anti-alienation

    By Ian, August 24, 2020
    • 5 replies
    • 1.2k views
    • 
    • Ian
    • August 24, 2020

27. Beneficiaries.

    By Revecandy, August 20, 2020   

    • kehoe account
    • 1 reply
    • 688 views
    • 
    • Alonzo Church
    • August 21, 2020

28. Amended plan too soon

    By JARichardson, August 18, 2020
    • 3 replies
    • 834 views
    • 
    • JARichardson
    • August 18, 2020

29. Late profit sharing contribution

    By Cynchbeast, August 13, 2020
    • 6 replies
    • 1.3k views
    • 
    • Kevin C
    • August 14, 2020

30. Engagement agreement language

    By Belgarath, August 6, 2020
    • 5 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • August 7, 2020

31. Change in When Forfeiture occurs

    By DJL, August 6, 2020
    • 1 reply
    • 858 views
    • 
    • Bird
    • August 7, 2020

32. Attribution Rules for Family Limited Partnerships

    By JustMe, August 5, 2020
    • 1 reply
    • 647 views
    • 
    • Luke Bailey
    • August 6, 2020

33. Controlled Group - Irrevocable Trust

    By MGOAdmin, August 5, 2020   

    • irrevocable trust
    • controlled group
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • August 6, 2020

34. Do I really have to formally terminate Solo-K?

    By BG5150, July 28, 2020
    • 14 replies
    • 2.3k views
    • 
    • Kevin C
    • August 6, 2020

35. Plan Disqualification (Statute of Limitations)

    By Scuba 401, August 4, 2020
    • 7 replies
    • 4.9k views
    • 
    • Peter Gulia
    • August 6, 2020

36. When do you determine a CG or ASG?

    By Dalai Pookah, August 3, 2020   

    • affiliated service group
    • controlled group
    • 5 replies
    • 1.6k views
    • 
    • Purplemandinga
    • August 5, 2020

37. Employer didn't make all of my payments into my Simple Plan account for many years. Where do I start to get my money and match money and interest reimbursed?

    By Philip, August 4, 2020   

    • simple plan
    • 5 replies
    • 788 views
    • 
    • Bill Presson
    • August 4, 2020

38. Looking for Sample Interim Distribution Policy for Pooled DC Plan

    By OR-ERISA, July 31, 2020
    • 2 replies
    • 950 views
    • 
    • OR-ERISA
    • August 3, 2020

39. Investment Firm as FSO?

    By BTG, July 30, 2020
    • 10 replies
    • 1.8k views
    • 
    • Luke Bailey
    • August 2, 2020

40. Owner Comp Mid-year Plan Termination

    By BG5150, July 23, 2020
    • 27 replies
    • 3.2k views
    • 
    • Larry Starr
    • July 29, 2020

41. Plan number on document and 5500 do not match

    By AKconsult, July 27, 2020
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • July 28, 2020

42. Partner's negative basis & pension deduction

    By B21, July 15, 2020
    • 9 replies
    • 1.3k views
    • 
    • B21
    • July 16, 2020

43. Need expert QDRO attorney

    By Qdroquery, July 15, 2020
    • 1 reply
    • 640 views
    • 
    • david rigby
    • July 15, 2020

44. Deduction split between 2 entities

    By Jakyasar, July 13, 2020
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • July 13, 2020

45. Plan has no Designated Investment Alternatives, now what?

    By BG5150, July 9, 2020
    • 5 replies
    • 1.2k views
    • 
    • Gilmore
    • July 10, 2020

46. Eligibility question: 1000 hours but less than 12 months

    By Santo Gold, July 2, 2020
    • 5 replies
    • 2.3k views
    • 
    • Bill Presson
    • July 8, 2020

47. coverage/nondiscrimination testing

    By Belgarath, June 25, 2020
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • June 29, 2020

48. HCE determination based on indexed salary

    By Jakyasar, June 26, 2020
    • 3 replies
    • 1.2k views
    • 
    • Jakyasar
    • June 28, 2020

49. H-1 visa employee with US income

    By Jakyasar, June 26, 2020
    • 1 reply
    • 709 views
    • 
    • RatherBeGolfing
    • June 26, 2020

50. W2 compensation - child support

    By perplexedbypensions, June 25, 2020
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • June 26, 2020