Retirement Plans in General

5,768 topics in this forum

1. shared employee

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

2. Disability pay on the W-2

   By Belgarath, March 14, 2005
   • 19 replies
   • 6.8k views
   • 
   • TPApril
   • February 7, 2020

3. New 401(k) Plan and Eligibility

   By AJC, October 28, 2019
   • 3 replies
   • 1.5k views
   • 
   • Mike Preston
   • February 7, 2020

4. 414s exclusions, 2% S-corp owner health insurance

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

5. 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

6. 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

7. PS58 costs

   By Lou81, January 24, 2020   

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

8. Tax credit for startup plans

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

9. SECURE Act related

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

10. Large plan audit

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

11. 5500 reports and life insurance

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

12. 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

13. Integrated/Top Heavy with shmt and disc match

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

14. Terminated 401(k) plan

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

15. Short Plan Year and prorated limits

    By perplexedbypensions, January 15, 2020
    • 3 replies
    • 2.1k views
    • 
    • perplexedbypensions
    • January 15, 2020

16. Form 8822-B

    By Belgarath, January 10, 2020
    • 9 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 15, 2020

17. Permanent Opt-Out Form

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

18. SECURE Act - Withdrawals for Birth or Adoption

    By Gilmore, January 6, 2020
    • 11 replies
    • 2.6k views
    • 
    • Dobber
    • January 9, 2020

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

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

20. 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
    • 698 views
    • 
    • Kevin C
    • January 7, 2020

21. SECURE ACT First RMD already started prior to 72

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

22. SECURE ACT attached to 2020 appropriations bill

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

23. Changing vesting basis time

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

24. Vested Acct Bal after partial withdrawal?

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

25. Deferred Compensation - Used for contributions or not?

    By ldr, December 10, 2019   

    • compensation
    • deduction
    • (and 1 more)

      Tagged with:

      • compensation
      • deduction
      • contribution
    • 4 replies
    • 1.5k views
    • 
    • ldr
    • December 13, 2019

26. Investment Advisory Fees

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

27. FIS - Relius Indemnification Clauses

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

28. Credit for State of Maryland Pick up contribution

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

29. plan takeover with pooled investments

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

30. Compensation of self-employed individual versus owner-employeeer-employee

    By IHC, December 3, 2019
    • 7 replies
    • 999 views
    • 
    • IHC
    • December 4, 2019

31. Owners of PC get w2 income and pass-through k1 income

    By ombskid, December 4, 2019
    • 4 replies
    • 1.2k views
    • 
    • ombskid
    • December 4, 2019

32. CIT & Excessive fees

    By mctoe, November 25, 2019
    • 14 replies
    • 1.5k views
    • 
    • Bird
    • December 3, 2019

33. IRS approval of DC documents

    By Belgarath, August 27, 2019
    • 3 replies
    • 1.3k views
    • 
    • digger
    • December 2, 2019

34. Credit for prior service within controlled group

    By Cynchbeast, May 1, 2013
    • 9 replies
    • 7.7k views
    • 
    • austin3515
    • December 2, 2019

35. Death, RMD & unresponsive beneficiary

    By SusanKD, November 25, 2019
    • 3 replies
    • 986 views
    • 
    • Lou S.
    • November 25, 2019

36. Document errors

    By Cynchbeast, November 24, 2019
    • 2 replies
    • 721 views
    • 
    • Luke Bailey
    • November 25, 2019

37. Hopskotch during the year

    By Mike Preston, November 13, 2019
    • 10 replies
    • 1.1k views
    • 
    • Mike Preston
    • November 25, 2019

38. Plan year change - compensation

    By Jakyasar, November 19, 2019
    • 2 replies
    • 818 views
    • 
    • Jakyasar
    • November 21, 2019

39. Revenue Sharing question

    By Belgarath, November 13, 2019
    • 33 replies
    • 5.1k views
    • 
    • Kevin C
    • November 20, 2019

40. payroll period entry

    By hunter001, November 18, 2019
    • 1 reply
    • 1.3k views
    • 
    • Mr Bagwell
    • November 19, 2019

41. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

    By PMZJohn, November 15, 2019
    • 2 replies
    • 940 views
    • 
    • PMZJohn
    • November 19, 2019

42. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown, November 12, 2019
    • 2 replies
    • 3.4k views
    • 
    • FPGuy
    • November 14, 2019

43. Plans moving to a MEP--compliance testing and contributions

    By BG5150, November 14, 2019
    • 0 replies
    • 592 views
    • 
    • BG5150
    • November 14, 2019

44. Defined Benefit into Profit Sharing Plan

    By Below Ground, February 17, 2011
    • 26 replies
    • 4.8k views
    • 
    • figure 8
    • November 14, 2019

45. Matching Contribution Adjustment

    By mjf06241972, November 12, 2019
    • 1 reply
    • 551 views
    • 
    • ratherbereading
    • November 12, 2019

46. choosing which assets to distribute to HCE

    By M Norton, November 8, 2019
    • 7 replies
    • 1.5k views
    • 
    • Bird
    • November 11, 2019

47. Paying fees from plan

    By Cynchbeast, November 5, 2019
    • 9 replies
    • 1.4k views
    • 
    • GBurns
    • November 10, 2019

48. Question for those with CPC Designation

    By Madison71, November 7, 2019
    • 5 replies
    • 1.2k views
    • 
    • Bri
    • November 8, 2019

49. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2, November 1, 2019
    • 5 replies
    • 1.5k views
    • 
    • Lois Baker
    • November 7, 2019

50. Takeover Amendments and Anti-Cutback Rules

    By ldr, November 1, 2019   

    • retirement age
    • annuities
    • (and 1 more)

      Tagged with:

      • retirement age
      • annuities
      • anti-cutback
    • 9 replies
    • 2.2k views
    • 
    • Kevin C
    • November 6, 2019