Retirement Plans in General

5,753 topics in this forum

1. Rollover into a PS plan from a DB plan for a retired participant

   By Jakyasar, February 24, 2020
   • 6 replies
   • 860 views
   • 
   • Jakyasar
   • February 24, 2020

2. Schedule E Income Included as Compensation?

   By Lucky32, October 10, 2023
   • 6 replies
   • 1.8k views
   • 
   • Bob the Swimmer
   • October 15, 2023

3. Sole prop changes to LLC taxed as unincorporated partnership

   By Belgarath, February 7, 2019
   • 6 replies
   • 849 views
   • 
   • Below Ground
   • February 8, 2019

4. self direction of account

   By eilano, January 16, 2002
   • 6 replies
   • 2k views
   • 
   • Guest
   • January 21, 2002

5. Requesting Relief from Section 411 Debarment

   By Eric Taylor, July 10, 2017
   • 6 replies
   • 810 views
   • 
   • Peter Gulia
   • July 11, 2017

6. DB plan - RMD related

   By Jakyasar, November 16, 2022
   • 6 replies
   • 1.4k views
   • 
   • C. B. Zeller
   • November 21, 2022

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

   By Guest gregens, November 14, 2003
   • 6 replies
   • 8.1k views
   • 
   • Appleby
   • November 20, 2003

8. Does 404 deduction limit Apply?

   By Guest WantsToLearn, January 29, 2007
   • 6 replies
   • 1.7k views
   • 
   • david rigby
   • January 30, 2007

9. Loan default and deemed distribution

   By Cynchbeast, May 2, 2013
   • 6 replies
   • 1.9k views
   • 
   • BG5150
   • May 3, 2013

10. Social Security Level Income and 417(e)

    By Guest Phil, October 7, 1998
    • 6 replies
    • 5k views
    • 
    • Wessex
    • October 16, 1998

11. Duty to Follow Plan Document

    By Guest lvegas, March 9, 2004
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • May 6, 2004

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

    By AlbanyConsultant, April 15, 2021
    • 6 replies
    • 921 views
    • 
    • AlbanyConsultant
    • April 16, 2021

13. Friday the 13th style question

    By Tom Poje, June 13, 2008
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • June 17, 2008

14. Cash out under $200

    By Cynchbeast, May 18, 2017
    • 6 replies
    • 2.5k views
    • 
    • david rigby
    • May 19, 2017

15. Husband and Wife Controlled Group

    By Dougsbpc, January 16, 2023
    • 6 replies
    • 2.6k views
    • 
    • Belgarath
    • January 18, 2023

16. Incidental Limit calc on premium or just cost

    By Tina W, March 16, 2012
    • 6 replies
    • 1.7k views
    • 
    • Tina W
    • March 20, 2012

17. Correcting plan name

    By Cynchbeast, February 25, 2020
    • 6 replies
    • 657 views
    • 
    • Larry Starr
    • February 25, 2020

18. Increasing the 5k to 7k for immediate distribution

    By Jakyasar, August 14, 2024
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • August 16, 2024

19. 50% J&S with 20-year certain and life

    By LarryDavid, April 21, 2016
    • 6 replies
    • 2k views
    • 
    • jpod
    • April 21, 2016

20. Owner not working but not terminated

    By Cynchbeast, February 10, 2014
    • 6 replies
    • 1k views
    • 
    • Peter Gulia
    • February 11, 2014

21. Cross Testing with 2-Year Eligibility

    By ERISAAPPLE, March 27, 2018
    • 6 replies
    • 2k views
    • 
    • ERISAAPPLE
    • March 30, 2018

22. C Corp Contribution deadline

    By wally, September 7, 2017
    • 6 replies
    • 2k views
    • 
    • Belgarath
    • September 8, 2017

23. 8955-SSA: Total balance or vested balance?

    By ldr, February 12, 2019   

    • 8955-ssa
    • 6 replies
    • 2.5k views
    • 
    • ldr
    • February 14, 2019

24. New Requirements for Plans???

    By Below Ground, October 21, 2016   

    • Benchmarking and 404(c)
    • 6 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • October 21, 2016

25. Coverage Transition Question

    By Gilmore, January 8, 2021
    • 6 replies
    • 1.6k views
    • 
    • Gilmore
    • January 9, 2021

26. retirement credited service date

    By Guest kathy parks, May 17, 2002
    • 6 replies
    • 2.2k views
    • 
    • MGB
    • May 20, 2002

27. independent CPA audit

    By k man, April 18, 2008
    • 6 replies
    • 1.4k views
    • 
    • masteff
    • April 22, 2008

28. Top heavy contribution

    By Belgarath, October 14, 2010
    • 6 replies
    • 1.7k views
    • 
    • Tom Poje
    • October 15, 2010

29. Money Purchase Plan- CODA

    By mal, August 20, 2024
    • 6 replies
    • 1.5k views
    • 
    • mal
    • August 21, 2024

30. Plan Disqualification due to failure to make top heavy contribution.

    By katieinny, December 8, 2003
    • 6 replies
    • 2k views
    • 
    • Everett Moreland
    • December 9, 2003

31. Controlled Group Determination

    By Below Ground, January 21, 2008
    • 6 replies
    • 2k views
    • 
    • Below Ground
    • January 25, 2008

32. Late deposits on Form 5330

    By Cynchbeast, July 10, 2014
    • 6 replies
    • 4.4k views
    • 
    • Cynchbeast
    • July 11, 2014

33. Can SAR reflect assumed name of sponsor?

    By chris, January 24, 2006
    • 6 replies
    • 1.5k views
    • 
    • chris
    • January 25, 2006

34. TH Test Balance question

    By BG5150, February 7, 2017
    • 6 replies
    • 521 views
    • 
    • Belgarath
    • February 8, 2017

35. On July 1, 2022, must spouses’ consents resume physical presence before a notary?

    By Peter Gulia, April 23, 2022
    • 6 replies
    • 845 views
    • 
    • Peter Gulia
    • May 13, 2022

36. RMD and EPCRS

    By AAS2, May 23, 2017   

    • correction
    • minimum distribution
    • 6 replies
    • 1.6k views
    • 
    • CuseFan
    • May 24, 2017

37. Esop 5500 Audit requirements inquiry

    By Tax Cowboy, December 17, 2021   

    • audit
    • esop
    • 6 replies
    • 903 views
    • 
    • Peter Gulia
    • December 27, 2021

38. Controlled group

    By bzorc, November 8, 2004
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • November 8, 2004

39. insurance paid by rollover money

    By thepensionmaven, November 12, 2015
    • 6 replies
    • 1.4k views
    • 
    • Bill Presson
    • November 13, 2015

40. People who opt out--are they participants?

    By BG5150, October 7, 2009
    • 6 replies
    • 1.3k views
    • 
    • Tom Poje
    • October 12, 2009

41. What is a master trust?

    By Guest Boilerburm1, May 10, 2006
    • 6 replies
    • 18.9k views
    • 
    • jevd
    • May 12, 2006

42. Mid year entry

    By ombskid, September 23, 2015
    • 6 replies
    • 1.1k views
    • 
    • ombskid
    • September 24, 2015

43. Permissive aggregation for coverage testing

    By Belgarath, April 5, 2019
    • 6 replies
    • 3.2k views
    • 
    • Tom Poje
    • April 5, 2019

44. 403(b)(9) church plan - VCP

    By KaJay, August 2, 2019   

    • vcp/epcrs correction
    • 6 replies
    • 1.5k views
    • 
    • KaJay
    • August 6, 2019

45. Q about vesting computation period for short plan year 10/1/98 - 12/31

    By Guest Kelly R, April 3, 1999
    • 6 replies
    • 3.4k views
    • 
    • My 2 cents
    • May 30, 2017

46. Excluded employees

    By John Feldt ERPA CPC QPA, March 10, 2011
    • 6 replies
    • 1.5k views
    • 
    • GMK
    • March 11, 2011

47. DB/DC terminating during the year

    By Jakyasar, July 11, 2022
    • 6 replies
    • 1.2k views
    • 
    • Nate S
    • July 13, 2022

48. Terminated PSP, sole trustee passed away years ago

    By thepensionmaven, September 7, 2018
    • 6 replies
    • 1.6k views
    • 
    • Bird
    • September 11, 2018

49. SECURE 2.0 increase to cashout limit for forced distributions

    By Belgarath, August 23, 2023
    • 6 replies
    • 3.3k views
    • 
    • MoJo
    • August 31, 2023

50. Are citizens of Puerto Rico nonresident aliens with no U.S. source inc

    By Wessex, February 9, 1999
    • 6 replies
    • 5.6k views
    • 
    • Guest
    • March 10, 2003