Retirement Plans in General

5,772 topics in this forum

1. Paying fees from plan

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

2. Question for those with CPC Designation

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

3. When Are the 2020 COLA Amounts Being Announced?

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

4. 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

5. COLA 2020

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

6. projected limits for 2020

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

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

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

8. Disaster Relief other than 5500's

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

9. Employee in both union plan and employer plan?

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

10. K-1 Income and contribution calculations

    By ldr, October 28, 2019   

    • llc
    • partnership
    • (and 2 more)

      Tagged with:

      • llc
      • partnership
      • income
      • contributions
    • 7 replies
    • 1.9k views
    • 
    • ldr
    • October 29, 2019

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

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

12. Target Benefit Plan forfeitures

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

13. Closed MEP - Top Paid Group Election question

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

14. CG / ASG?

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

15. Bond requirements for Key HCEs only

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

16. Death of Spouse and rollovers

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

17. controlled group question

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

18. Audit Fees Paid from the Plan Participant Accounts

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

19. Who's the beneficiary?

    By Belgarath, April 9, 2019
    • 18 replies
    • 3.8k views
    • 
    • rocknrolls2
    • October 15, 2019

20. Owner participating in plans of several businesses

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

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

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

22. 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
    • 2.5k views
    • 
    • Derek K
    • October 10, 2019

23. Do you file VFCP after getting the letter

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

24. Compensation - Schedule C and K1 combined?

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

25. IRS inquiry on missing 2018 Form 1096

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

26. Limits on DB Plan Allocation Options

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

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

    By Belgarath, October 2, 2019
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • October 3, 2019

28. 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
    • 1.6k views
    • 
    • Larry Starr
    • October 3, 2019

29. Two Employers Same Owner

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

30. Employee Voluntary Contribution Account

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

31. terminating and then starting a new plan

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

32. Key or Former Key?

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

33. IRS Request for 2016 945

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

34. Leased Employee? Affiliated Service Group? Unrelated?

    By Phillip, September 19, 2019
    • 11 replies
    • 2.3k views
    • 
    • C. B. Zeller
    • September 25, 2019

35. 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

36. Mortgage in 1 person plan

    By DDB BN, September 12, 2019
    • 4 replies
    • 987 views
    • 
    • FPGuy
    • September 16, 2019

37. non-US trustee

    By Santo Gold, September 10, 2019
    • 7 replies
    • 4.6k views
    • 
    • Luke Bailey
    • September 13, 2019

38. Timing of Deposits

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

39. Government plan language

    By Belgarath, September 11, 2019
    • 5 replies
    • 720 views
    • 
    • Belgarath
    • September 12, 2019

40. $250K threshhold for owner only plan

    By thepensionmaven, September 10, 2019
    • 14 replies
    • 1.5k views
    • 
    • Belgarath
    • September 12, 2019

41. IRS Appeals Mediation

    By SadieJane, September 11, 2019
    • 1 reply
    • 732 views
    • 
    • Larry Starr
    • September 11, 2019

42. Pre-Approved Plan Providers

    By Benefits Vet, September 9, 2019
    • 5 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • September 10, 2019

43. Funding Deadline -Sole Proprietor Money Purchase Plan

    By Lou81, September 10, 2019   

    • money purchase
    • sole proprietor
    • 2 replies
    • 1.1k views
    • 
    • Lou81
    • September 10, 2019

44. Hurricane Dorian

    By RatherBeGolfing, August 30, 2019
    • 1 reply
    • 499 views
    • 
    • duckthing
    • August 30, 2019

45. LLCs paying other LLCs

    By Bri, August 28, 2019
    • 4 replies
    • 1k views
    • 
    • Luke Bailey
    • August 28, 2019

46. Controlled group, different plans/years - HCE determination

    By Belgarath, August 28, 2019
    • 0 replies
    • 915 views
    • 
    • Belgarath
    • August 28, 2019

47. Forms and Notices for Participants

    By Pammie57, August 23, 2019
    • 2 replies
    • 811 views
    • 
    • Pammie57
    • August 26, 2019

48. Personnel Manual and Plan Document differ in eligibility criteria for 403(b)(9) non-electing church plan

    By KaJay, August 20, 2019
    • 7 replies
    • 1k views
    • 
    • KaJay
    • August 23, 2019

49. California incorporation conversion

    By pgold, August 22, 2019   

    • plan amendments?
    • 3 replies
    • 1.1k views
    • 
    • pgold
    • August 23, 2019

50. Employee refusal to allow corrective contribution to 403(b)?

    By KaJay, August 21, 2019
    • 4 replies
    • 1.4k views
    • 
    • Patricia Neal Jensen
    • August 22, 2019