Retirement Plans in General

5,761 topics in this forum

1. Tax credit for startup plans

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

2. SECURE Act related

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

3. Large plan audit

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

4. 5500 reports and life insurance

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

5. 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

6. Integrated/Top Heavy with shmt and disc match

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

7. Terminated 401(k) plan

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

8. Short Plan Year and prorated limits

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

9. Form 8822-B

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

10. Permanent Opt-Out Form

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

11. SECURE Act - Withdrawals for Birth or Adoption

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

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

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

13. 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
    • 693 views
    • 
    • Kevin C
    • January 7, 2020

14. SECURE ACT First RMD already started prior to 72

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

15. SECURE ACT attached to 2020 appropriations bill

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

16. Changing vesting basis time

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

17. Vested Acct Bal after partial withdrawal?

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

18. 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

19. Investment Advisory Fees

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

20. FIS - Relius Indemnification Clauses

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

21. Credit for State of Maryland Pick up contribution

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

22. plan takeover with pooled investments

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

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

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

24. 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

25. CIT & Excessive fees

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

26. IRS approval of DC documents

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

27. Credit for prior service within controlled group

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

28. Death, RMD & unresponsive beneficiary

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

29. Document errors

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

30. Hopskotch during the year

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

31. Plan year change - compensation

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

32. Revenue Sharing question

    By Belgarath, November 13, 2019
    • 33 replies
    • 5k views
    • 
    • Kevin C
    • November 20, 2019

33. payroll period entry

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

34. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

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

35. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown, November 12, 2019
    • 2 replies
    • 3.3k views
    • 
    • FPGuy
    • November 14, 2019

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

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

37. Defined Benefit into Profit Sharing Plan

    By Below Ground, February 17, 2011
    • 26 replies
    • 4.7k views
    • 
    • figure 8
    • November 14, 2019

38. Matching Contribution Adjustment

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

39. choosing which assets to distribute to HCE

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

40. Paying fees from plan

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

41. Question for those with CPC Designation

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

42. When Are the 2020 COLA Amounts Being Announced?

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

43. 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

44. COLA 2020

    By pgold, November 4, 2019
    • 4 replies
    • 1.1k views
    • 
    • Dave Baker
    • November 6, 2019

45. projected limits for 2020

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

46. IRA RMD included in rollover to 403(b) - Distribute as excess?

    By KaJay, October 31, 2019
    • 3 replies
    • 614 views
    • 
    • KaJay
    • October 31, 2019

47. Disaster Relief other than 5500's

    By TPApril, October 29, 2019
    • 3 replies
    • 602 views
    • 
    • Larry Starr
    • October 31, 2019

48. Employee in both union plan and employer plan?

    By digger, October 30, 2019
    • 5 replies
    • 1.2k views
    • 
    • digger
    • October 31, 2019

49. K-1 Income and contribution calculations

    By ldr, October 28, 2019   

    • llc
    • partnership
    • (and 2 more)

      Tagged with:

      • llc
      • partnership
      • income
      • contributions
    • 7 replies
    • 1.8k views
    • 
    • ldr
    • October 29, 2019

50. EE is 50% business and 50% domestic - plan coverage?

    By Tom, October 28, 2019
    • 2 replies
    • 909 views
    • 
    • jpod
    • October 29, 2019