Retirement Plans in General

5,753 topics in this forum

1. 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

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

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

3. Death, RMD & unresponsive beneficiary

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

4. CIT & Excessive fees

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

5. Document errors

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

6. Plan year change - compensation

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

7. 408b-2 disclosures

   By Belgarath, November 19, 2019
   • 9 replies
   • 1.6k views
   • 
   • TPApril
   • May 18, 2020

8. payroll period entry

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

9. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

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

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

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

11. Hopskotch during the year

    By Mike Preston, November 13, 2019
    • 10 replies
    • 1k views
    • 
    • Mike Preston
    • November 25, 2019

12. Revenue Sharing question

    By Belgarath, November 13, 2019
    • 33 replies
    • 4.9k views
    • 
    • Kevin C
    • November 20, 2019

13. Required Minimum Distribution Table - 2021 in Excel format

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

14. Matching Contribution Adjustment

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

15. choosing which assets to distribute to HCE

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

16. Question for those with CPC Designation

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

17. Paying fees from plan

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

18. COLA 2020

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

19. 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
    • 2.1k views
    • 
    • Kevin C
    • November 6, 2019

20. When Are the 2020 COLA Amounts Being Announced?

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

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

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

22. Employee in both union plan and employer plan?

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

23. Disaster Relief other than 5500's

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

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

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

25. 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

26. Closed MEP - Top Paid Group Election question

    By justanotheradmin, October 28, 2019
    • 0 replies
    • 464 views
    • 
    • justanotheradmin
    • October 28, 2019

27. New 401(k) Plan and Eligibility

    By AJC, October 28, 2019
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 7, 2020

28. CG / ASG?

    By Cloudy, October 25, 2019
    • 3 replies
    • 966 views
    • 
    • Cloudy
    • October 25, 2019

29. Bond requirements for Key HCEs only

    By Cynchbeast, October 24, 2019
    • 2 replies
    • 961 views
    • 
    • Larry Starr
    • October 25, 2019

30. Death of Spouse and rollovers

    By thepensionmaven, October 23, 2019
    • 2 replies
    • 725 views
    • 
    • thepensionmaven
    • October 23, 2019

31. Target Benefit Plan forfeitures

    By AdKu, October 16, 2019
    • 6 replies
    • 1.9k views
    • 
    • AdKu
    • October 29, 2019

32. controlled group question

    By mariemonroe, October 16, 2019
    • 4 replies
    • 866 views
    • 
    • Luke Bailey
    • October 17, 2019

33. Audit Fees Paid from the Plan Participant Accounts

    By Pammie57, October 15, 2019
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • October 16, 2019

34. Owner participating in plans of several businesses

    By Pammie57, October 14, 2019
    • 5 replies
    • 1.1k views
    • 
    • Kevin C
    • October 14, 2019

35. New Sole-prop SEP IRA after terminated Solo 401k from S-corp?

    By Derek K, October 9, 2019   

    • two plans
    • sep ira
    • (and 1 more)

      Tagged with:

      • two plans
      • sep ira
      • solo 401k
    • 2 replies
    • 2.3k views
    • 
    • Derek K
    • October 10, 2019

36. Do you file VFCP after getting the letter

    By BG5150, October 9, 2019
    • 3 replies
    • 1.2k views
    • 
    • erisageek86
    • October 9, 2019

37. Compensation - Schedule C and K1 combined?

    By Hojo, October 8, 2019
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • October 8, 2019

38. IRS inquiry on missing 2018 Form 1096

    By chc93, October 3, 2019
    • 0 replies
    • 657 views
    • 
    • chc93
    • October 3, 2019

39. Limits on DB Plan Allocation Options

    By fmsinc, October 3, 2019
    • 4 replies
    • 888 views
    • 
    • fmsinc
    • October 3, 2019

40. Yet another good old "mistake of fact" question

    By Belgarath, October 2, 2019
    • 4 replies
    • 1k views
    • 
    • Belgarath
    • October 3, 2019

41. Employee Voluntary Contribution Account

    By thepensionmaven, October 1, 2019
    • 0 replies
    • 442 views
    • 
    • thepensionmaven
    • October 1, 2019

42. Two Employers Same Owner

    By thepensionmaven, October 1, 2019
    • 4 replies
    • 879 views
    • 
    • Larry Starr
    • October 2, 2019

43. Extra plan for second business?

    By ldr, September 30, 2019   

    • two plans
    • sole proprietor
    • (and 2 more)

      Tagged with:

      • two plans
      • sole proprietor
      • s-corp retirement plan
      • sep
    • 11 replies
    • 1.5k views
    • 
    • Larry Starr
    • October 3, 2019

44. Key or Former Key?

    By perplexedbypensions, September 27, 2019
    • 2 replies
    • 1.1k views
    • 
    • perplexedbypensions
    • September 27, 2019

45. terminating and then starting a new plan

    By Santo Gold, September 26, 2019
    • 5 replies
    • 952 views
    • 
    • Luke Bailey
    • September 30, 2019

46. IRS Request for 2016 945

    By Gilmore, September 24, 2019
    • 2 replies
    • 733 views
    • 
    • Gilmore
    • September 26, 2019

47. NRA at age 65 and 5th anniv short plan year

    By ESOP Guy, September 20, 2019
    • 3 replies
    • 1.2k views
    • 
    • NJ Mike
    • September 23, 2019

48. Leased Employee? Affiliated Service Group? Unrelated?

    By Phillip, September 19, 2019
    • 11 replies
    • 2.2k views
    • 
    • C. B. Zeller
    • September 25, 2019

49. RMD amounts for IRA included in rollover to 403(b)

    By KaJay, September 18, 2019
    • 8 replies
    • 963 views
    • 
    • KaJay
    • October 10, 2019

50. Timing of Deposits

    By Gilmore, September 12, 2019
    • 0 replies
    • 566 views
    • 
    • Gilmore
    • September 12, 2019