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Retirement Plans in General

5,781 topics in this forum

  1. Plan year change - compensation

    By Jakyasar,
    • 2 replies
    • 834 views

  2. Revenue Sharing question

    By Belgarath,
    • 33 replies
    • 5.2k views

  3. payroll period entry

    By hunter001,
    • 1 reply
    • 1.3k views

  4. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

    By PMZJohn,
    • 2 replies
    • 957 views

  5. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown,
    • 2 replies
    • 3.4k views

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

    By BG5150,
    • 0 replies
    • 606 views

  7. Defined Benefit into Profit Sharing Plan

    By Below Ground,
    • 26 replies
    • 4.9k views

  8. Matching Contribution Adjustment

    By mjf06241972,
    • 1 reply
    • 569 views

  9. choosing which assets to distribute to HCE

    By M Norton,
    • 7 replies
    • 1.6k views

  10. Paying fees from plan

    By Cynchbeast,
    • 9 replies
    • 1.5k views

  11. Question for those with CPC Designation

    By Madison71,
    • 5 replies
    • 1.2k views
    • Bri
    • Bri

  12. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2,
    • 5 replies
    • 1.5k views

  13. Takeover Amendments and Anti-Cutback Rules

    By ldr,   
    • 9 replies
    • 2.2k views

  14. COLA 2020

    By pgold,
    • 4 replies
    • 1.1k views

  15. projected limits for 2020

    By Tom Poje,
    • 6 replies
    • 2.1k views

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

    By KaJay,
    • 3 replies
    • 635 views

  17. Disaster Relief other than 5500's

    By TPApril,
    • 3 replies
    • 638 views

  18. Employee in both union plan and employer plan?

    By digger,
    • 5 replies
    • 1.2k views

  19. K-1 Income and contribution calculations

    By ldr,   
    • 7 replies
    • 1.9k views
    • ldr
    • ldr

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

    By Tom,
    • 2 replies
    • 970 views

  21. Target Benefit Plan forfeitures

    By AdKu,
    • 6 replies
    • 2k views

  22. Closed MEP - Top Paid Group Election question

    By justanotheradmin,
    • 0 replies
    • 493 views

  23. CG / ASG?

    By Cloudy,
    • 3 replies
    • 1k views

  24. Bond requirements for Key HCEs only

    By Cynchbeast,
    • 2 replies
    • 1k views

  25. Death of Spouse and rollovers

    By thepensionmaven,
    • 2 replies
    • 764 views

  26. controlled group question

    By mariemonroe,
    • 4 replies
    • 895 views

  27. Audit Fees Paid from the Plan Participant Accounts

    By Pammie57,
    • 6 replies
    • 2k views

  28. Who's the beneficiary?

    By Belgarath,
    • 18 replies
    • 3.9k views

  29. Owner participating in plans of several businesses

    By Pammie57,
    • 5 replies
    • 1.1k views

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

    By KaJay,
    • 8 replies
    • 993 views

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

    By Derek K,   
    • 2 replies
    • 2.6k views

  32. Do you file VFCP after getting the letter

    By BG5150,
    • 3 replies
    • 1.2k views

  33. Compensation - Schedule C and K1 combined?

    By Hojo,
    • 2 replies
    • 1.1k views

  34. IRS inquiry on missing 2018 Form 1096

    By chc93,
    • 0 replies
    • 687 views

  35. Limits on DB Plan Allocation Options

    By fmsinc,
    • 4 replies
    • 917 views

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

    By Belgarath,
    • 4 replies
    • 1.1k views

  37. Extra plan for second business?

    By ldr,   
    • 11 replies
    • 1.6k views

  38. Two Employers Same Owner

    By thepensionmaven,
    • 4 replies
    • 912 views

  39. Employee Voluntary Contribution Account

    By thepensionmaven,
    • 0 replies
    • 466 views

  40. terminating and then starting a new plan

    By Santo Gold,
    • 5 replies
    • 999 views

  41. Key or Former Key?

    By perplexedbypensions,
    • 2 replies
    • 1.1k views

  42. IRS Request for 2016 945

    By Gilmore,
    • 2 replies
    • 768 views

  43. Leased Employee? Affiliated Service Group? Unrelated?

    By Phillip,
    • 11 replies
    • 2.4k views

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

    By ESOP Guy,
    • 3 replies
    • 1.2k views

  45. Mortgage in 1 person plan

    By DDB BN,
    • 4 replies
    • 1k views

  46. non-US trustee

    By Santo Gold,
    • 7 replies
    • 4.7k views

  47. Timing of Deposits

    By Gilmore,
    • 0 replies
    • 588 views

  48. Government plan language

    By Belgarath,
    • 5 replies
    • 740 views

  49. $250K threshhold for owner only plan

    By thepensionmaven,
    • 14 replies
    • 1.5k views

  50. IRS Appeals Mediation

    By SadieJane,
    • 1 reply
    • 761 views
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