Retirement Plans in General

5,753 topics in this forum

1. Catch-up contribution in a 401a plan

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

2. dental layoffs due to Coronavirus - maybe rehiring?

   By AlbanyConsultant, March 17, 2020
   • 4 replies
   • 1.1k views
   • 
   • AlbanyConsultant
   • March 17, 2020

3. Determining Plan Eligibility with Multiple Periods of Service

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

4. 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

5. Coronavirus Pandemic & IRS Relief

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

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

   By waid10, March 11, 2020
   • 6 replies
   • 3.2k views
   • 
   • JonC
   • March 16, 2020

7. RMD start date

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

8. Plan Merger after Asset Sale

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

9. Bonding

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

10. Corporate contributions to DC Contributions

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

11. Two plans--which get TH Contrib

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

12. Existence of Trust Beneficiary

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

13. Correcting plan name

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

14. Form 1120-S Schedule K-1

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

15. 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

16. Rollover of death benefit by beneficiary to Distributing Plan

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

17. RMD tranfer into Charity

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

18. vesting schedule change

    By Lou81, February 13, 2020   

    • vesting
    • 3 replies
    • 1k views
    • 
    • ESOP Guy
    • February 13, 2020

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

    By BrownTrout, February 10, 2020
    • 6 replies
    • 1.7k views
    • 
    • Larry Starr
    • February 11, 2020

20. shared employee

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

21. 414s exclusions, 2% S-corp owner health insurance

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

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

    By AlbanyConsultant, February 4, 2020
    • 5 replies
    • 22.4k views
    • 
    • AlbanyConsultant
    • February 11, 2020

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

    By ldr, January 28, 2020   

    • death benefit
    • missing participant
    • 21 replies
    • 2.7k views
    • 
    • Kevin C
    • January 31, 2020

24. 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

25. PS58 costs

    By Lou81, January 24, 2020   

    • 1099r
    • life policy
    • 6 replies
    • 2.3k views
    • 
    • Luke Bailey
    • January 28, 2020

26. 5500 reports and life insurance

    By Cynchbeast, January 21, 2020
    • 3 replies
    • 1k views
    • 
    • Larry Starr
    • January 22, 2020

27. Integrated/Top Heavy with shmt and disc match

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

28. Terminated 401(k) plan

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

29. Large plan audit

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

30. 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

31. Tax credit for startup plans

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

32. Short Plan Year and prorated limits

    By perplexedbypensions, January 15, 2020
    • 3 replies
    • 2k views
    • 
    • perplexedbypensions
    • January 15, 2020

33. Form 8822-B Poll

    By RatherBeGolfing, January 14, 2020   

    • 8822-b
    • 11 replies
    • 5.8k views
    • 
    • Belgarath
    • May 29

34. Permanent Opt-Out Form

    By bzorc, January 13, 2020
    • 0 replies
    • 634 views
    • 
    • bzorc
    • January 13, 2020

35. New Form 1065 K-1 split box 4

    By Earl, January 10, 2020
    • 1 reply
    • 703 views
    • 
    • Luke Bailey
    • February 27, 2020

36. Form 8822-B

    By Belgarath, January 10, 2020
    • 9 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 15, 2020

37. SECURE ACT-IRA for over 70 1/2 receiving RMD

    By rhb401, January 8, 2020
    • 4 replies
    • 774 views
    • 
    • rhb401
    • January 9, 2020

38. contribution for partial plan termination - retesting?

    By M Norton, January 7, 2020   

    • partial plan termination
    • corrective contribution
    • (and 1 more)

      Tagged with:

      • partial plan termination
      • corrective contribution
      • retesting
    • 1 reply
    • 686 views
    • 
    • Kevin C
    • January 7, 2020

39. SECURE Act - Withdrawals for Birth or Adoption

    By Gilmore, January 6, 2020
    • 11 replies
    • 2.5k views
    • 
    • Dobber
    • January 9, 2020

40. SECURE ACT First RMD already started prior to 72

    By MaryOKTPA, January 3, 2020
    • 4 replies
    • 1.5k views
    • 
    • Larry Starr
    • January 3, 2020

41. SECURE Act related

    By Jakyasar, December 31, 2019
    • 25 replies
    • 4.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 23, 2020

42. Excise Tax on NonDeductible Contributions

    By PensionPro, December 24, 2019
    • 3 replies
    • 969 views
    • 
    • Luke Bailey
    • February 26, 2020

43. SECURE ACT attached to 2020 appropriations bill

    By RatherBeGolfing, December 16, 2019
    • 7 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • December 20, 2019

44. Changing vesting basis time

    By BG5150, December 16, 2019
    • 1 reply
    • 581 views
    • 
    • Larry Starr
    • December 17, 2019

45. Investment Advisory Fees

    By bzorc, December 12, 2019
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • December 13, 2019

46. Vested Acct Bal after partial withdrawal?

    By BG5150, December 11, 2019
    • 7 replies
    • 1.4k views
    • 
    • BG5150
    • December 13, 2019

47. Deferred Compensation - Used for contributions or not?

    By ldr, December 10, 2019   

    • compensation
    • deduction
    • (and 1 more)

      Tagged with:

      • compensation
      • deduction
      • contribution
    • 4 replies
    • 1.4k views
    • 
    • ldr
    • December 13, 2019

48. FIS - Relius Indemnification Clauses

    By D.J. Simonetti, December 6, 2019
    • 2 replies
    • 751 views
    • 
    • D.J. Simonetti
    • December 7, 2019

49. Credit for State of Maryland Pick up contribution

    By Godswill O. Uche, December 6, 2019
    • 1 reply
    • 537 views
    • 
    • Larry Starr
    • December 6, 2019

50. plan takeover with pooled investments

    By thepensionmaven, December 5, 2019
    • 5 replies
    • 890 views
    • 
    • Larry Starr
    • December 6, 2019