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Retirement Plans in General

5,819 topics in this forum

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

    By BrownTrout,
    • 6 replies
    • 2.2k views

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

    By AlbanyConsultant,
    • 5 replies
    • 36.8k views

  3. shared employee

    By Draper55,
    • 1 reply
    • 961 views

  4. Disability pay on the W-2

    By Belgarath,
    • 19 replies
    • 7.4k views

  5. New 401(k) Plan and Eligibility

    By AJC,
    • 3 replies
    • 1.6k views

  6. 414s exclusions, 2% S-corp owner health insurance

    By Just Tri,
    • 1 reply
    • 1.2k views

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

    By ldr,   
    • 21 replies
    • 3.4k views

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

    By Jakyasar,
    • 9 replies
    • 1.7k views

  9. PS58 costs

    By Lou81,   
    • 6 replies
    • 2.8k views

  10. Tax credit for startup plans

    By AS TPA,
    • 4 replies
    • 1.4k views

  11. SECURE Act related

    By Jakyasar,
    • 25 replies
    • 4.8k views

  12. Large plan audit

    By Cynchbeast,
    • 4 replies
    • 1.6k views

  13. 5500 reports and life insurance

    By Cynchbeast,
    • 3 replies
    • 1.3k views

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

    By pgold,
    • 4 replies
    • 1.3k views

  15. Integrated/Top Heavy with shmt and disc match

    By Lou81,
    • 3 replies
    • 826 views

  16. Terminated 401(k) plan

    By Cynchbeast,
    • 1 reply
    • 663 views

  17. Short Plan Year and prorated limits

    By perplexedbypensions,
    • 3 replies
    • 2.4k views

  18. Form 8822-B

    By Belgarath,
    • 9 replies
    • 1.4k views

  19. Permanent Opt-Out Form

    By bzorc,
    • 0 replies
    • 781 views

  20. SECURE Act - Withdrawals for Birth or Adoption

    By Gilmore,
    • 11 replies
    • 3.6k views

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

    By rhb401,
    • 4 replies
    • 946 views

  22. contribution for partial plan termination - retesting?

    By M Norton,   
    • 1 reply
    • 816 views

  23. SECURE ACT First RMD already started prior to 72

    By MaryOKTPA,
    • 4 replies
    • 1.7k views

  24. SECURE ACT attached to 2020 appropriations bill

    By RatherBeGolfing,
    • 7 replies
    • 1.5k views

  25. Changing vesting basis time

    By BG5150,
    • 1 reply
    • 694 views

  26. Vested Acct Bal after partial withdrawal?

    By BG5150,
    • 7 replies
    • 1.7k views

  27. Deferred Compensation - Used for contributions or not?

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

  28. Investment Advisory Fees

    By bzorc,
    • 5 replies
    • 1.2k views

  29. FIS - Relius Indemnification Clauses

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

  30. Credit for State of Maryland Pick up contribution

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

  31. plan takeover with pooled investments

    By thepensionmaven,
    • 5 replies
    • 1.1k views

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

    By IHC,
    • 7 replies
    • 1.2k views
    • IHC
    • IHC

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

    By ombskid,
    • 4 replies
    • 1.4k views

  34. CIT & Excessive fees

    By mctoe,
    • 14 replies
    • 2k views

  35. IRS approval of DC documents

    By Belgarath,
    • 3 replies
    • 1.5k views

  36. Credit for prior service within controlled group

    By Cynchbeast,
    • 9 replies
    • 8.4k views

  37. Death, RMD & unresponsive beneficiary

    By SusanKD,
    • 3 replies
    • 1.1k views

  38. Document errors

    By Cynchbeast,
    • 2 replies
    • 836 views

  39. Hopskotch during the year

    By Mike Preston,
    • 10 replies
    • 1.3k views

  40. Plan year change - compensation

    By Jakyasar,
    • 2 replies
    • 960 views

  41. Revenue Sharing question

    By Belgarath,
    • 33 replies
    • 6k views

  42. payroll period entry

    By hunter001,
    • 1 reply
    • 1.5k views

  43. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

    By PMZJohn,
    • 2 replies
    • 1.1k views

  44. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown,
    • 2 replies
    • 3.6k views

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

    By BG5150,
    • 0 replies
    • 680 views

  46. Defined Benefit into Profit Sharing Plan

    By Below Ground,
    • 26 replies
    • 5.5k views

  47. Matching Contribution Adjustment

    By mjf06241972,
    • 1 reply
    • 661 views

  48. choosing which assets to distribute to HCE

    By M Norton,
    • 7 replies
    • 1.7k views

  49. Paying fees from plan

    By Cynchbeast,
    • 9 replies
    • 1.7k views

  50. Question for those with CPC Designation

    By Madison71,
    • 5 replies
    • 1.4k views
    • Bri
    • Bri
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