Jump to content

Retirement Plans in General

5,824 topics in this forum

  1. Correcting plan name

    By Cynchbeast,
    • 6 replies
    • 986 views

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

    By Jakyasar,
    • 6 replies
    • 1.1k views

  3. Rollover of death benefit by beneficiary to Distributing Plan

    By michaelhughes,
    • 3 replies
    • 1.1k views

  4. RMD tranfer into Charity

    By Jakyasar,
    • 4 replies
    • 1.1k views

  5. vesting schedule change

    By Lou81,   
    • 3 replies
    • 1.4k views

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

    By BrownTrout,
    • 6 replies
    • 2.3k views

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

    By AlbanyConsultant,
    • 5 replies
    • 37.1k views

  8. shared employee

    By Draper55,
    • 1 reply
    • 1.1k views

  9. Disability pay on the W-2

    By Belgarath,
    • 19 replies
    • 7.5k views

  10. New 401(k) Plan and Eligibility

    By AJC,
    • 3 replies
    • 1.6k views

  11. 414s exclusions, 2% S-corp owner health insurance

    By Just Tri,
    • 1 reply
    • 1.3k views

  12. Long Lost Dead Participant - what to do next?

    By ldr,   
    • 21 replies
    • 3.4k views

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

    By Jakyasar,
    • 9 replies
    • 1.7k views

  14. PS58 costs

    By Lou81,   
    • 6 replies
    • 2.8k views

  15. Tax credit for startup plans

    By AS TPA,
    • 4 replies
    • 1.6k views

  16. SECURE Act related

    By Jakyasar,
    • 25 replies
    • 4.9k views

  17. Large plan audit

    By Cynchbeast,
    • 4 replies
    • 1.6k views

  18. 5500 reports and life insurance

    By Cynchbeast,
    • 3 replies
    • 1.4k views

  19. Plan sponsor changes name and plan name in middle of plan year

    By pgold,
    • 4 replies
    • 1.4k views

  20. Integrated/Top Heavy with shmt and disc match

    By Lou81,
    • 3 replies
    • 867 views

  21. Terminated 401(k) plan

    By Cynchbeast,
    • 1 reply
    • 688 views

  22. Short Plan Year and prorated limits

    By perplexedbypensions,
    • 3 replies
    • 2.4k views

  23. Form 8822-B

    By Belgarath,
    • 9 replies
    • 1.4k views

  24. Permanent Opt-Out Form

    By bzorc,
    • 0 replies
    • 802 views

  25. SECURE Act - Withdrawals for Birth or Adoption

    By Gilmore,
    • 11 replies
    • 3.7k views

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

    By rhb401,
    • 4 replies
    • 1k views

  27. contribution for partial plan termination - retesting?

    By M Norton,   
    • 1 reply
    • 888 views

  28. SECURE ACT First RMD already started prior to 72

    By MaryOKTPA,
    • 4 replies
    • 1.8k views

  29. SECURE ACT attached to 2020 appropriations bill

    By RatherBeGolfing,
    • 7 replies
    • 1.6k views

  30. Changing vesting basis time

    By BG5150,
    • 1 reply
    • 795 views

  31. Vested Acct Bal after partial withdrawal?

    By BG5150,
    • 7 replies
    • 1.8k views

  32. Deferred Compensation - Used for contributions or not?

    By ldr,   
    • 4 replies
    • 2k views
    • ldr
    • ldr

  33. Investment Advisory Fees

    By bzorc,
    • 5 replies
    • 1.3k views

  34. FIS - Relius Indemnification Clauses

    By D.J. Simonetti,
    • 2 replies
    • 950 views

  35. Credit for State of Maryland Pick up contribution

    By Godswill O. Uche,
    • 1 reply
    • 738 views

  36. plan takeover with pooled investments

    By thepensionmaven,
    • 5 replies
    • 1.2k views

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

    By IHC,
    • 7 replies
    • 1.3k views
    • IHC
    • IHC

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

    By ombskid,
    • 4 replies
    • 1.5k views

  39. CIT & Excessive fees

    By mctoe,
    • 14 replies
    • 2.1k views

  40. IRS approval of DC documents

    By Belgarath,
    • 3 replies
    • 1.5k views

  41. Credit for prior service within controlled group

    By Cynchbeast,
    • 9 replies
    • 8.6k views

  42. Death, RMD & unresponsive beneficiary

    By SusanKD,
    • 3 replies
    • 1.2k views

  43. Document errors

    By Cynchbeast,
    • 2 replies
    • 861 views

  44. Hopskotch during the year

    By Mike Preston,
    • 10 replies
    • 1.3k views

  45. Plan year change - compensation

    By Jakyasar,
    • 2 replies
    • 984 views

  46. Revenue Sharing question

    By Belgarath,
    • 33 replies
    • 6.3k views

  47. payroll period entry

    By hunter001,
    • 1 reply
    • 1.6k views

  48. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

    By PMZJohn,
    • 2 replies
    • 1.1k views

  49. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown,
    • 2 replies
    • 3.7k views

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

    By BG5150,
    • 0 replies
    • 761 views
×
×
  • Create New...