Retirement Plans in General

5,781 topics in this forum

1. SAR for Final 5500 (Plan Merger)

   By Gilmore, August 31, 2020
   • 3 replies
   • 1.1k views
   • 
   • Alonzo Church
   • September 2, 2020

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

   By AlbanyConsultant, August 24, 2020
   • 18 replies
   • 2k views
   • 
   • AlbanyConsultant
   • August 31, 2020

3. Looking for an old EGTRRA Opinion Letter

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

4. Cashout when rollovers are involved

   By BG5150, August 27, 2020
   • 1 reply
   • 1.1k views
   • 
   • C. B. Zeller
   • August 27, 2020

5. Plan assets invested in partnership

   By eml691, August 21, 2020
   • 4 replies
   • 1.2k views
   • 
   • JOH
   • August 26, 2020

6. ERISA anti-alienation

   By Ian, August 24, 2020
   • 5 replies
   • 1.3k views
   • 
   • Ian
   • August 24, 2020

7. Beneficiaries.

   By Revecandy, August 20, 2020   

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

8. Amended plan too soon

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

9. Late profit sharing contribution

   By Cynchbeast, August 13, 2020
   • 6 replies
   • 1.4k views
   • 
   • Kevin C
   • August 14, 2020

10. Engagement agreement language

    By Belgarath, August 6, 2020
    • 5 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • August 7, 2020

11. Change in When Forfeiture occurs

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

12. Attribution Rules for Family Limited Partnerships

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

13. Controlled Group - Irrevocable Trust

    By MGOAdmin, August 5, 2020   

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

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

    By BG5150, July 28, 2020
    • 14 replies
    • 2.4k views
    • 
    • Kevin C
    • August 6, 2020

15. Plan Disqualification (Statute of Limitations)

    By Scuba 401, August 4, 2020
    • 7 replies
    • 5.3k views
    • 
    • Peter Gulia
    • August 6, 2020

16. 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

17. 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
    • 840 views
    • 
    • Bill Presson
    • August 4, 2020

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

    By OR-ERISA, July 31, 2020
    • 2 replies
    • 1.7k views
    • 
    • OR-ERISA
    • August 3, 2020

19. Investment Firm as FSO?

    By BTG, July 30, 2020
    • 10 replies
    • 1.9k views
    • 
    • Luke Bailey
    • August 2, 2020

20. Owner Comp Mid-year Plan Termination

    By BG5150, July 23, 2020
    • 27 replies
    • 3.3k views
    • 
    • Larry Starr
    • July 29, 2020

21. Plan number on document and 5500 do not match

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

22. Partner's negative basis & pension deduction

    By B21, July 15, 2020
    • 9 replies
    • 1.4k views
    • 
    • B21
    • July 16, 2020

23. Need expert QDRO attorney

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

24. Deduction split between 2 entities

    By Jakyasar, July 13, 2020
    • 4 replies
    • 1.3k views
    • 
    • Larry Starr
    • July 13, 2020

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

    By BG5150, July 9, 2020
    • 5 replies
    • 1.3k views
    • 
    • Gilmore
    • July 10, 2020

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

    By Santo Gold, July 2, 2020
    • 5 replies
    • 2.4k views
    • 
    • Bill Presson
    • July 8, 2020

27. coverage/nondiscrimination testing

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

28. HCE determination based on indexed salary

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

29. H-1 visa employee with US income

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

30. W2 compensation - child support

    By perplexedbypensions, June 25, 2020
    • 2 replies
    • 2.3k views
    • 
    • david rigby
    • June 26, 2020

31. Errorneous deposit into a DB and 401k plans

    By Jakyasar, June 18, 2020
    • 22 replies
    • 1.8k views
    • 
    • Jakyasar
    • June 24, 2020

32. RMD relief

    By RatherBeGolfing, June 23, 2020
    • 0 replies
    • 686 views
    • 
    • RatherBeGolfing
    • June 23, 2020

33. Pooled plan sued for declaring special val

    By Bird, June 19, 2020
    • 8 replies
    • 1.5k views
    • 
    • Luke Bailey
    • June 22, 2020

34. Remote notarization

    By Ian, June 10, 2020
    • 27 replies
    • 3.4k views
    • 
    • Luke Bailey
    • June 18, 2020

35. forgot to make profit sharing deposit

    By AlbanyConsultant, June 17, 2020
    • 3 replies
    • 1.6k views
    • 
    • Bill Presson
    • June 18, 2020

36. Controlled Group?

    By Gilmore, June 16, 2020
    • 2 replies
    • 956 views
    • 
    • Gilmore
    • June 16, 2020

37. Deduction where FY is different than PY

    By Jakyasar, June 16, 2020
    • 2 replies
    • 1.2k views
    • 
    • Larry Starr
    • June 16, 2020

38. Check on EZ filing

    By Cynchbeast, June 14, 2020
    • 1 reply
    • 837 views
    • 
    • ratherbereading
    • June 15, 2020

39. Tiered Profit Sharing - testing?

    By Tinman, June 12, 2020
    • 4 replies
    • 988 views
    • 
    • Larry Starr
    • June 12, 2020

40. starting a new plan with PPP money?

    By AlbanyConsultant, June 3, 2020
    • 13 replies
    • 1.7k views
    • 
    • Larry Starr
    • June 8, 2020

41. Black out notice and other disclosures

    By mjf06241972, June 3, 2020
    • 5 replies
    • 2.1k views
    • 
    • Luke Bailey
    • June 4, 2020

42. Termination of Employment for Self-employed Owners

    By Alonzo Church, June 2, 2020
    • 5 replies
    • 1.7k views
    • 
    • Alonzo Church
    • June 2, 2020

43. Balance and 401k Loans

    By JOH, May 29, 2020
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • June 1, 2020

44. 414s safe harbor exclusions

    By Just Tri, May 28, 2020
    • 3 replies
    • 1.3k views
    • 
    • CuseFan
    • May 28, 2020

45. Pooled Employer Plans

    By D.J. Simonetti, May 23, 2020
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 26, 2020
46. Uncontested divorce and retirement plan

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

47. Deduction

    By Jakyasar, May 23, 2020
    • 3 replies
    • 1.3k views
    • 
    • Jakyasar
    • May 25, 2020

48. eligibility - protected benefit?

    By Santo Gold, December 3, 2004
    • 22 replies
    • 5.9k views
    • 
    • Mike Preston
    • May 22, 2020

49. Default Electronic Disclosure - Final Rule

    By RatherBeGolfing, May 21, 2020
    • 1 reply
    • 760 views
    • 
    • Lois Baker
    • May 21, 2020

50. Husband/Wife companies & controlled Group

    By Cynchbeast, May 19, 2020
    • 5 replies
    • 2.9k views
    • 
    • Luke Bailey
    • May 21, 2020