Retirement Plans in General

5,781 topics in this forum

1. Excluded employees

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

2. DB/DC terminating during the year

   By Jakyasar, July 11, 2022
   • 6 replies
   • 1.3k views
   • 
   • Nate S
   • July 13, 2022

3. Terminated PSP, sole trustee passed away years ago

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

4. SECURE 2.0 increase to cashout limit for forced distributions

   By Belgarath, August 23, 2023
   • 6 replies
   • 4k views
   • 
   • MoJo
   • August 31, 2023

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

   By Wessex, February 9, 1999
   • 6 replies
   • 5.8k views
   • 
   • Guest
   • March 10, 2003

6. Target Benefit Plan Issues

   By chris, October 30, 2003
   • 6 replies
   • 1.5k views
   • 
   • AndyH
   • November 17, 2003

7. Can we count K-1 earnings....2 companies

   By ldr, February 9, 2018   

   • controlled group
   • compensation
   • (and 2 more)

     Tagged with:

     • controlled group
     • compensation
     • llc
     • k-1
   • 6 replies
   • 1.1k views
   • 
   • Lou S.
   • February 9, 2018

8. 415 limits for short initial plan year.

   By Jeff Kirtner, October 11, 1999
   • 6 replies
   • 7.8k views
   • 
   • Richard Anderson
   • March 1, 2001

9. Eligibility to Adopt Retirement Plan

   By Guest sammy, October 30, 2001
   • 6 replies
   • 1.6k views
   • 
   • Guest
   • November 7, 2001

10. Definition of Comp for Sub-S Corp. Owner

    By Guest PLHart, June 19, 2009
    • 6 replies
    • 2k views
    • 
    • jevd
    • June 22, 2009

11. Parsonage Allowance

    By Earl, December 14, 2017
    • 6 replies
    • 2.5k views
    • 
    • Earl
    • December 17, 2017

12. Controlled group - married couple-separate business

    By Tom, December 14, 2017
    • 6 replies
    • 6.6k views
    • 
    • Rhiannon
    • December 4, 2018

13. The 1099 Employee question...

    By Basically, June 14, 2023
    • 6 replies
    • 1.3k views
    • 
    • Basically
    • June 20, 2023

14. When am I a key employee?

    By Jakyasar, September 22, 2022
    • 6 replies
    • 1.3k views
    • 
    • Lou S.
    • September 26, 2022

15. Combo plan - top heavy benefit provided by DB

    By Jakyasar, March 6, 2025
    • 6 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • March 6, 2025

16. DOL audit letter received - when to notify insurance carrier

    By Gudgergirl, June 12, 2012
    • 6 replies
    • 2.2k views
    • 
    • Effen
    • June 18, 2012

17. Tax return filed now, but contribution not ready to go in until extension date.

    By katieinny, March 11, 2004
    • 6 replies
    • 1.3k views
    • 
    • MGB
    • March 11, 2004

18. Can you define a Break in Service as 12 months working <1,000 hours

    By ESOP Guy, January 7
    • 6 replies
    • 460 views
    • 
    • Paul I
    • January 9

19. Offshore Outsourcing of Qualified Plan Admin

    By mming, January 9, 2012
    • 6 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 10, 2012

20. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2, April 22, 2024
    • 6 replies
    • 1.3k views
    • 
    • Paul I
    • April 24, 2024

21. Partners want Solo 401(k) Plans Separate from Partnership's Plan

    By AJC, May 14, 2025
    • 6 replies
    • 3.9k views
    • 
    • RELUCTANT_LAWYER
    • May 23, 2025

22. Top Heavy Testing 12/31/01 Determination Date

    By Guest dll, January 21, 2002
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • May 23, 2002

23. Any problem in DC document not amended to reflect repeal of 415(e), an

    By John A, February 15, 2001
    • 6 replies
    • 1.9k views
    • 
    • AndyH
    • February 16, 2001

24. Amendment to Change Plan/Trust Year

    By chris, December 3, 1998
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • December 5, 2001

25. New IRS User Fees for 5307 Filings Effective After 2/1 or 7/1?

    By Guest EMM118, March 20, 2006
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • March 28, 2006

26. 2012 self-employed calculations

    By Belgarath, February 19, 2013
    • 6 replies
    • 1k views
    • 
    • Belgarath
    • February 21, 2013

27. A Trust as a beneficiary

    By KJames, May 3, 2022
    • 6 replies
    • 1.4k views
    • 
    • Bird
    • May 5, 2022

28. non-union pay for union employees?

    By AlbanyConsultant, June 16, 2023
    • 6 replies
    • 2.3k views
    • 
    • AlbanyConsultant
    • June 19, 2023

29. Controlled group - private equity platform

    By Belgarath, May 15, 2025
    • 6 replies
    • 4k views
    • 
    • Belgarath
    • May 16, 2025

30. counting vesting YOS

    By Santo Gold, June 12, 2019
    • 6 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 14, 2019

31. projected limits for 2020

    By Tom Poje, June 12, 2019
    • 6 replies
    • 2.1k views
    • 
    • Dave Baker
    • November 6, 2019

32. QJSA requirements

    By Belgarath, November 15, 2010
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • November 17, 2010

33. How soon is it necessary to have a non-zero balance in the trust for a

    By Alf, November 1, 1999
    • 6 replies
    • 2.2k views
    • 
    • jpod
    • December 12, 2002

34. RMD to surviving spouse that is current employee

    By M_2015, August 28, 2023
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • August 30, 2023

35. Trust ID numbers

    By Guest Mike Kimball, October 22, 1999
    • 6 replies
    • 2k views
    • 
    • Guest
    • December 14, 2001

36. Deduction limit

    By Guest BAR, June 27, 2001
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • June 28, 2001

37. "Partial" plan termination

    By thepensionmaven, October 31, 2018
    • 6 replies
    • 1.3k views
    • 
    • thepensionmaven
    • November 5, 2018

38. Profit Sharing Plan pays expenses of Cash Balance Plan..Issues?

    By jkharvey, December 30, 2016
    • 6 replies
    • 891 views
    • 
    • ETA Consulting LLC
    • December 30, 2016

39. Fiduciary Indemnification Agreement

    By katieinny, September 10, 2014   

    • Yes or no?
    • 6 replies
    • 5.9k views
    • 
    • katieinny
    • September 12, 2014

40. Plan document and SPD disagree

    By J Simmons, February 14, 2009
    • 6 replies
    • 1.8k views
    • 
    • J Simmons
    • February 16, 2009

41. Component Plans and ABT

    By Guest Inquiring Mind, June 23, 2009
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 24, 2009

42. When is an employee terminated?

    By AKconsult, August 16, 2011
    • 6 replies
    • 1.8k views
    • 
    • GMK
    • August 17, 2011

43. Profit Sharing contribution promise

    By Santo Gold, January 4, 2024
    • 6 replies
    • 1.3k views
    • 
    • Roycal
    • January 5, 2024

44. What is the deduction limit for 2021 and also the testing salary?

    By Jakyasar, September 2, 2021
    • 6 replies
    • 680 views
    • 
    • Jakyasar
    • September 4, 2021

45. KEOGH Plan information

    By Guest MAP, December 13, 2000
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • December 16, 2000

46. Can Cash Balance Plan be Amended to Condition Right to a Principal Credit upon Employment as of Last Day of Plan Year?

    By rocknrolls2, August 10, 2015
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • August 11, 2015

47. Company purchase - credit for prior service

    By Cynchbeast, April 5, 2013
    • 6 replies
    • 1.4k views
    • 
    • rcline46
    • April 8, 2013

48. Determination Letter - Urgent Business Need

    By luissaha, September 11, 2014
    • 6 replies
    • 1.4k views
    • 
    • luissaha
    • September 12, 2014

49. Unrelated Business Income Tax

    By bdeancpa, October 11, 2005
    • 6 replies
    • 2.3k views
    • 
    • JAY21
    • October 12, 2005

50. Solo 401(k) nightmare

    By Guest Phil Schwartz, January 10, 2007
    • 6 replies
    • 2k views
    • 
    • WDIK
    • January 12, 2007