Retirement Plans in General

5,772 topics in this forum

1. 1099-R EIN

   By Denice England, April 8, 2020
   • 7 replies
   • 3.1k views
   • 
   • Bird
   • April 13, 2020

2. K-1 income determination for self-employment tax

   By Jakyasar, April 7, 2020
   • 1 reply
   • 838 views
   • 
   • Bird
   • April 7, 2020

3. 6/30/19 Fiscal year 5500 on extension until April 15th are they now further extended

   By SSRRS, April 7, 2020
   • 8 replies
   • 1.1k views
   • 
   • SSRRS
   • April 13, 2020

4. RMD postponement for CARES

   By Dennis G., April 6, 2020
   • 2 replies
   • 1k views
   • 
   • RAH401(k)
   • April 7, 2020

5. CARES Good Faith Amendment

   By Dougsbpc, April 2, 2020
   • 0 replies
   • 618 views
   • 
   • Dougsbpc
   • April 2, 2020

6. CARES Act provisions

   By Belgarath, April 1, 2020
   • 5 replies
   • 1.1k views
   • 
   • Luke Bailey
   • April 17, 2020

7. Lump sum

   By Nothappy64, March 31, 2020
   • 5 replies
   • 823 views
   • 
   • Mike Preston
   • April 2, 2020

8. Terminating Profit Sharing Plan

   By thepensionmaven, March 31, 2020
   • 3 replies
   • 913 views
   • 
   • ratherbereading
   • March 31, 2020

9. Does it matter that a coronavirus loan gets no relief from the prohibited-transaction exemptions’ adequate-security condition?

   By Peter Gulia, March 27, 2020
   • 3 replies
   • 789 views
   • 
   • RPAS
   • March 30, 2020

10. WAN license for Relius

    By ConnieStorer, March 27, 2020
    • 9 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • March 28, 2020

11. Plan Loans - amid COVID-19

    By msmith, March 26, 2020
    • 15 replies
    • 1.7k views
    • 
    • Kansas401k
    • April 1, 2020

12. Who serves as an abandoned plan’s qualified termination administrator?

    By Peter Gulia, March 25, 2020   

    • abandoned plan; orphan plan; qualified termination administrator; qta
    • 9 replies
    • 2.4k views
    • 
    • Mike McWherter
    • March 27, 2020

13. Incorrect SH match paid in terminating plan

    By Cynchbeast, March 25, 2020
    • 3 replies
    • 737 views
    • 
    • Larry Starr
    • March 25, 2020

14. Legislative Language on Final Stimulus Package

    By rocknrolls2, March 25, 2020
    • 20 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 27, 2020

15. Is anyone using force majeure to excuse not performing a contract?

    By Peter Gulia, March 25, 2020   

    • service agreement
    • 5 replies
    • 1.5k views
    • 
    • Larry Starr
    • March 25, 2020

16. PS plan - excess contributions made during the plan year

    By Jakyasar, March 24, 2020
    • 8 replies
    • 2k views
    • 
    • ombskid
    • March 26, 2020

17. Can a CBA reduce retirement or disability benefits already accrued?

    By AFFIS, March 22, 2020   

    • erisa
    • cba
    • (and 2 more)

      Tagged with:

      • erisa
      • cba
      • accrual rules
      • accrued benefit
    • 1 reply
    • 658 views
    • 
    • Larry Starr
    • March 23, 2020

18. Extension to 7/15 - Notice 2020-18

    By shERPA, March 21, 2020
    • 10 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 24, 2020

19. missed March 16 deduction due date

    By B21, March 21, 2020
    • 4 replies
    • 987 views
    • 
    • Larry Starr
    • March 23, 2020

20. Catch-up contribution in a 401a plan

    By Sue, March 19, 2020
    • 1 reply
    • 683 views
    • 
    • Mike Preston
    • March 19, 2020

21. dental layoffs due to Coronavirus - maybe rehiring?

    By AlbanyConsultant, March 17, 2020
    • 4 replies
    • 1.2k views
    • 
    • AlbanyConsultant
    • March 17, 2020

22. Determining Plan Eligibility with Multiple Periods of Service

    By AJC, March 14, 2020
    • 3 replies
    • 938 views
    • 
    • AJC
    • March 24, 2020

23. 1,000 hours when gap between end of payroll period and payment date straddles two tax years

    By Car23, March 13, 2020
    • 6 replies
    • 1.2k views
    • 
    • Larry Gagnon
    • March 19, 2020

24. Coronavirus Pandemic & IRS Relief

    By CuseFan, March 12, 2020
    • 19 replies
    • 1.9k views
    • 
    • Peter Gulia
    • March 23, 2020

25. How does the 415 limit work with 401a and 457 plans?

    By waid10, March 11, 2020
    • 6 replies
    • 3.4k views
    • 
    • JonC
    • March 16, 2020

26. RMD start date

    By Cynchbeast, March 10, 2020
    • 2 replies
    • 723 views
    • 
    • Larry Starr
    • March 10, 2020

27. Plan Merger after Asset Sale

    By K-t-F, March 9, 2020
    • 15 replies
    • 2.1k views
    • 
    • QP_Guy
    • March 19, 2020

28. Bonding

    By Cynchbeast, March 6, 2020
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • March 9, 2020

29. Corporate contributions to DC Contributions

    By Cynchbeast, March 6, 2020
    • 10 replies
    • 1k views
    • 
    • Larry Starr
    • March 9, 2020

30. Two plans--which get TH Contrib

    By BG5150, March 5, 2020
    • 9 replies
    • 1k views
    • 
    • david rigby
    • March 6, 2020

31. Existence of Trust Beneficiary

    By DJL, February 25, 2020
    • 3 replies
    • 1.6k views
    • 
    • DJL
    • February 26, 2020

32. Correcting plan name

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

33. Form 1120-S Schedule K-1

    By coleboy, February 25, 2020
    • 13 replies
    • 2.5k views
    • 
    • Larry Starr
    • March 23, 2020

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

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

35. Rollover of death benefit by beneficiary to Distributing Plan

    By michaelhughes, February 21, 2020
    • 3 replies
    • 866 views
    • 
    • justanotheradmin
    • February 21, 2020

36. RMD tranfer into Charity

    By Jakyasar, February 18, 2020
    • 4 replies
    • 876 views
    • 
    • Jakyasar
    • February 21, 2020

37. vesting schedule change

    By Lou81, February 13, 2020   

    • vesting
    • 3 replies
    • 1.1k views
    • 
    • ESOP Guy
    • February 13, 2020

38. Mid Year Change in Entity (SP to S-Corp)

    By BrownTrout, February 10, 2020
    • 6 replies
    • 1.8k views
    • 
    • Larry Starr
    • February 11, 2020

39. shared employee

    By Draper55, February 6, 2020
    • 1 reply
    • 845 views
    • 
    • Luke Bailey
    • February 7, 2020

40. 414s exclusions, 2% S-corp owner health insurance

    By Just Tri, February 5, 2020
    • 1 reply
    • 1k views
    • 
    • Larry Starr
    • February 5, 2020

41. S-corp 2% shareholder health insurance not reported on W-2

    By AlbanyConsultant, February 4, 2020
    • 5 replies
    • 25.8k views
    • 
    • AlbanyConsultant
    • February 11, 2020

42. Long Lost Dead Participant - what to do next?

    By ldr, January 28, 2020   

    • death benefit
    • missing participant
    • 21 replies
    • 2.8k views
    • 
    • Kevin C
    • January 31, 2020

43. Taking over 2 plans for the same sponsor - are the fees required to provide information warranted?

    By Jakyasar, January 27, 2020
    • 9 replies
    • 1.4k views
    • 
    • Patricia Neal Jensen
    • January 28, 2020

44. PS58 costs

    By Lou81, January 24, 2020   

    • 1099r
    • life policy
    • 6 replies
    • 2.4k views
    • 
    • Luke Bailey
    • January 28, 2020

45. 5500 reports and life insurance

    By Cynchbeast, January 21, 2020
    • 3 replies
    • 1.1k views
    • 
    • Larry Starr
    • January 22, 2020

46. Integrated/Top Heavy with shmt and disc match

    By Lou81, January 17, 2020
    • 3 replies
    • 635 views
    • 
    • Lou S.
    • January 17, 2020

47. Terminated 401(k) plan

    By Cynchbeast, January 16, 2020
    • 1 reply
    • 553 views
    • 
    • ratherbereading
    • January 17, 2020

48. Large plan audit

    By Cynchbeast, January 16, 2020
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • January 22, 2020

49. Plan sponsor changes name and plan name in middle of plan year

    By pgold, January 16, 2020
    • 4 replies
    • 1.1k views
    • 
    • Larry Starr
    • January 17, 2020

50. Tax credit for startup plans

    By AS TPA, January 15, 2020
    • 4 replies
    • 1.3k views
    • 
    • AS TPA
    • January 23, 2020