Retirement Plans in General

5,839 topics in this forum

1. deduction limit

   By Jakyasar, September 15, 2020
   • 4 replies
   • 1.1k views
   • 
   • Bob the Swimmer
   • September 15, 2020

2. Background about Puerto Rico plans

   By MWeddell, September 11, 2020
   • 2 replies
   • 1.3k views
   • 
   • MWeddell
   • September 15, 2020

3. Mechanics of CARES loans

   By Cynchbeast, September 11, 2020
   • 3 replies
   • 1.6k views
   • 
   • Luke Bailey
   • September 14, 2020

4. Max Employer Contribution Limit

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

5. Revisiting seasoned contributions for life insurance in dc plans

   By Jakyasar, September 10, 2020
   • 2 replies
   • 1.5k views
   • 
   • Jakyasar
   • September 10, 2020

6. Who can get the deduction?

   By Jakyasar, September 3, 2020
   • 10 replies
   • 1.6k views
   • 
   • Jakyasar
   • September 8, 2020

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

   By Benefits Vet, September 2, 2020
   • 6 replies
   • 1.3k views
   • 
   • Benefits Vet
   • September 3, 2020

8. revisiting life insurance in combo plans

   By Jakyasar, August 31, 2020
   • 12 replies
   • 2.3k views
   • 
   • Mike Preston
   • September 3, 2020

9. 2 year eligibility

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

10. SAR for Final 5500 (Plan Merger)

    By Gilmore, August 31, 2020
    • 3 replies
    • 1.4k views
    • 
    • Alonzo Church
    • September 2, 2020

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

    By AlbanyConsultant, August 24, 2020
    • 18 replies
    • 3k views
    • 
    • AlbanyConsultant
    • August 31, 2020

12. Looking for an old EGTRRA Opinion Letter

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

13. Cashout when rollovers are involved

    By BG5150, August 27, 2020
    • 1 reply
    • 1.4k views
    • 
    • C. B. Zeller
    • August 27, 2020

14. Plan assets invested in partnership

    By eml691, August 21, 2020
    • 4 replies
    • 1.7k views
    • 
    • JOH
    • August 26, 2020

15. ERISA anti-alienation

    By Ian, August 24, 2020
    • 5 replies
    • 1.7k views
    • 
    • Ian
    • August 24, 2020

16. Beneficiaries.

    By Revecandy, August 20, 2020   

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

17. Amended plan too soon

    By JARichardson, August 18, 2020
    • 3 replies
    • 1.1k views
    • 
    • JARichardson
    • August 18, 2020

18. Late profit sharing contribution

    By Cynchbeast, August 13, 2020
    • 6 replies
    • 1.7k views
    • 
    • Kevin C
    • August 14, 2020

19. Engagement agreement language

    By Belgarath, August 6, 2020
    • 5 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • August 7, 2020

20. Change in When Forfeiture occurs

    By DJL, August 6, 2020
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • August 7, 2020

21. Attribution Rules for Family Limited Partnerships

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

22. Controlled Group - Irrevocable Trust

    By MGOAdmin, August 5, 2020   

    • irrevocable trust
    • controlled group
    • 1 reply
    • 1.4k views
    • 
    • Luke Bailey
    • August 6, 2020

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

    By BG5150, July 28, 2020
    • 14 replies
    • 3.1k views
    • 
    • Kevin C
    • August 6, 2020

24. Plan Disqualification (Statute of Limitations)

    By Scuba 401, August 4, 2020
    • 7 replies
    • 6.7k views
    • 
    • Peter Gulia
    • August 6, 2020

25. When do you determine a CG or ASG?

    By Dalai Pookah, August 3, 2020   

    • affiliated service group
    • controlled group
    • 5 replies
    • 2k views
    • 
    • Purplemandinga
    • August 5, 2020

26. 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
    • 1.3k views
    • 
    • Bill Presson
    • August 4, 2020

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

    By OR-ERISA, July 31, 2020
    • 2 replies
    • 2.2k views
    • 
    • OR-ERISA
    • August 3, 2020

28. Investment Firm as FSO?

    By BTG, July 30, 2020
    • 10 replies
    • 2.9k views
    • 
    • Luke Bailey
    • August 2, 2020

29. Owner Comp Mid-year Plan Termination

    By BG5150, July 23, 2020
    • 27 replies
    • 4.3k views
    • 
    • Larry Starr
    • July 29, 2020

30. Plan number on document and 5500 do not match

    By AKconsult, July 27, 2020
    • 4 replies
    • 2.3k views
    • 
    • Peter Gulia
    • July 28, 2020

31. Partner's negative basis & pension deduction

    By B21, July 15, 2020
    • 9 replies
    • 1.8k views
    • 
    • B21
    • July 16, 2020

32. Need expert QDRO attorney

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

33. Deduction split between 2 entities

    By Jakyasar, July 13, 2020
    • 4 replies
    • 1.7k views
    • 
    • Larry Starr
    • July 13, 2020

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

    By BG5150, July 9, 2020
    • 5 replies
    • 1.6k views
    • 
    • Gilmore
    • July 10, 2020

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

    By Santo Gold, July 2, 2020
    • 5 replies
    • 2.9k views
    • 
    • Bill Presson
    • July 8, 2020

36. coverage/nondiscrimination testing

    By Belgarath, June 25, 2020
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • June 29, 2020

37. HCE determination based on indexed salary

    By Jakyasar, June 26, 2020
    • 3 replies
    • 1.5k views
    • 
    • Jakyasar
    • June 28, 2020

38. H-1 visa employee with US income

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

39. W2 compensation - child support

    By perplexedbypensions, June 25, 2020
    • 2 replies
    • 2.8k views
    • 
    • david rigby
    • June 26, 2020

40. Errorneous deposit into a DB and 401k plans

    By Jakyasar, June 18, 2020
    • 22 replies
    • 2.6k views
    • 
    • Jakyasar
    • June 24, 2020

41. RMD relief

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

42. Pooled plan sued for declaring special val

    By Bird, June 19, 2020
    • 8 replies
    • 2k views
    • 
    • Luke Bailey
    • June 22, 2020

43. Remote notarization

    By Ian, June 10, 2020
    • 27 replies
    • 4.4k views
    • 
    • Luke Bailey
    • June 18, 2020

44. forgot to make profit sharing deposit

    By AlbanyConsultant, June 17, 2020
    • 3 replies
    • 1.9k views
    • 
    • Bill Presson
    • June 18, 2020

45. Controlled Group?

    By Gilmore, June 16, 2020
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • June 16, 2020

46. Deduction where FY is different than PY

    By Jakyasar, June 16, 2020
    • 2 replies
    • 1.6k views
    • 
    • Larry Starr
    • June 16, 2020

47. Check on EZ filing

    By Cynchbeast, June 14, 2020
    • 1 reply
    • 1.1k views
    • 
    • ratherbereading
    • June 15, 2020

48. Tiered Profit Sharing - testing?

    By Tinman, June 12, 2020
    • 4 replies
    • 1.3k views
    • 
    • Larry Starr
    • June 12, 2020

49. starting a new plan with PPP money?

    By AlbanyConsultant, June 3, 2020
    • 13 replies
    • 2.3k views
    • 
    • Larry Starr
    • June 8, 2020

50. Black out notice and other disclosures

    By mjf06241972, June 3, 2020
    • 5 replies
    • 2.7k views
    • 
    • Luke Bailey
    • June 4, 2020