Retirement Plans in General

5,781 topics in this forum

1. Bonding

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

2. Corporate contributions to DC Contributions

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

3. Two plans--which get TH Contrib

   By BG5150, March 5, 2020
   • 9 replies
   • 1.1k views
   • 
   • david rigby
   • March 6, 2020

4. New Form 1065 K-1 split box 4

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

5. Excise Tax on NonDeductible Contributions

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

6. Existence of Trust Beneficiary

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

7. Correcting plan name

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

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

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

9. Rollover of death benefit by beneficiary to Distributing Plan

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

10. RMD tranfer into Charity

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

11. vesting schedule change

    By Lou81, February 13, 2020   

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

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

    By BrownTrout, February 10, 2020
    • 6 replies
    • 1.9k views
    • 
    • Larry Starr
    • February 11, 2020

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

    By AlbanyConsultant, February 4, 2020
    • 5 replies
    • 27.9k views
    • 
    • AlbanyConsultant
    • February 11, 2020

14. shared employee

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

15. Disability pay on the W-2

    By Belgarath, March 14, 2005
    • 19 replies
    • 6.9k views
    • 
    • TPApril
    • February 7, 2020

16. New 401(k) Plan and Eligibility

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

17. 414s exclusions, 2% S-corp owner health insurance

    By Just Tri, February 5, 2020
    • 1 reply
    • 1.1k views
    • 
    • Larry Starr
    • February 5, 2020

18. 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

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

    By Jakyasar, January 27, 2020
    • 9 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • January 28, 2020

20. PS58 costs

    By Lou81, January 24, 2020   

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

21. Tax credit for startup plans

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

22. SECURE Act related

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

23. Large plan audit

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

24. 5500 reports and life insurance

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

25. 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

26. Integrated/Top Heavy with shmt and disc match

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

27. Terminated 401(k) plan

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

28. Short Plan Year and prorated limits

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

29. Form 8822-B

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

30. Permanent Opt-Out Form

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

31. SECURE Act - Withdrawals for Birth or Adoption

    By Gilmore, January 6, 2020
    • 11 replies
    • 2.8k views
    • 
    • Dobber
    • January 9, 2020

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

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

33. 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
    • 711 views
    • 
    • Kevin C
    • January 7, 2020

34. SECURE ACT First RMD already started prior to 72

    By MaryOKTPA, January 3, 2020
    • 4 replies
    • 1.6k views
    • 
    • Larry Starr
    • January 3, 2020

35. SECURE ACT attached to 2020 appropriations bill

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

36. Changing vesting basis time

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

37. Vested Acct Bal after partial withdrawal?

    By BG5150, December 11, 2019
    • 7 replies
    • 1.5k views
    • 
    • BG5150
    • December 13, 2019

38. 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

39. Investment Advisory Fees

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

40. FIS - Relius Indemnification Clauses

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

41. Credit for State of Maryland Pick up contribution

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

42. plan takeover with pooled investments

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

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

    By IHC, December 3, 2019
    • 7 replies
    • 1k views
    • 
    • IHC
    • December 4, 2019

44. 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

45. CIT & Excessive fees

    By mctoe, November 25, 2019
    • 14 replies
    • 1.6k views
    • 
    • Bird
    • December 3, 2019

46. IRS approval of DC documents

    By Belgarath, August 27, 2019
    • 3 replies
    • 1.4k views
    • 
    • digger
    • December 2, 2019

47. Credit for prior service within controlled group

    By Cynchbeast, May 1, 2013
    • 9 replies
    • 7.8k views
    • 
    • austin3515
    • December 2, 2019

48. Death, RMD & unresponsive beneficiary

    By SusanKD, November 25, 2019
    • 3 replies
    • 1k views
    • 
    • Lou S.
    • November 25, 2019

49. Document errors

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

50. Hopskotch during the year

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