Retirement Plans in General

5,772 topics in this forum

1. controlled group question

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

2. Audit Fees Paid from the Plan Participant Accounts

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

3. Owner participating in plans of several businesses

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

4. 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

5. Do you file VFCP after getting the letter

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

6. Compensation - Schedule C and K1 combined?

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

7. IRS inquiry on missing 2018 Form 1096

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

8. Limits on DB Plan Allocation Options

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

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

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

10. Employee Voluntary Contribution Account

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

11. Two Employers Same Owner

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

12. 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

13. Key or Former Key?

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

14. terminating and then starting a new plan

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

15. IRS Request for 2016 945

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

16. 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

17. Leased Employee? Affiliated Service Group? Unrelated?

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

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

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

19. Timing of Deposits

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

20. Mortgage in 1 person plan

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

21. IRS Appeals Mediation

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

22. Government plan language

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

23. $250K threshhold for owner only plan

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

24. non-US trustee

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

25. 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

26. Pre-Approved Plan Providers

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

27. Foreign owned company wants to recognize service with the parent

    By BG5150, September 6, 2019
    • 4 replies
    • 2k views
    • 
    • casey72
    • April 17, 2024

28. Hurricane Dorian

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

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

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

30. LLCs paying other LLCs

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

31. IRS approval of DC documents

    By Belgarath, August 27, 2019
    • 3 replies
    • 1.3k views
    • 
    • digger
    • December 2, 2019

32. Forms and Notices for Participants

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

33. California incorporation conversion

    By pgold, August 22, 2019   

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

34. 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

35. 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

36. Mortgage as profit sharing investment

    By ombskid, August 20, 2019
    • 7 replies
    • 1.3k views
    • 
    • Lou S.
    • August 21, 2019

37. SARs (get masks to cover your mouth from the germs)

    By Bri, August 16, 2019
    • 12 replies
    • 2.1k views
    • 
    • Bri
    • August 21, 2019

38. projected limits

    By Tom Poje, August 13, 2019
    • 0 replies
    • 773 views
    • 
    • Tom Poje
    • August 13, 2019

39. household employee of business owner

    By J Simmons, August 13, 2019
    • 3 replies
    • 1.9k views
    • 
    • J Simmons
    • August 13, 2019

40. Bankruptcy Protection - Sole Proprietor

    By ConnieStorer, August 13, 2019
    • 12 replies
    • 1.7k views
    • 
    • Luke Bailey
    • August 15, 2019

41. Can AA reference the CBA for eligibility criteria?

    By BG5150, August 9, 2019
    • 7 replies
    • 2k views
    • 
    • FormsRstillmylife
    • August 13, 2019

42. 414(s) testing questions

    By BG5150, August 7, 2019
    • 9 replies
    • 3.6k views
    • 
    • BG5150
    • August 8, 2019

43. What regulation says a plan doesn’t tax-qualify if not administered according to its written plan?

    By Peter Gulia, August 6, 2019   

    • internal revenue code § 401(a)
    • 15 replies
    • 2.6k views
    • 
    • loserson
    • August 8, 2019

44. Executives Voluntarily Taking Reduced Contribution

    By jukeboy56, August 5, 2019
    • 4 replies
    • 854 views
    • 
    • Luke Bailey
    • August 6, 2019

45. 403(b)(9) church plan - VCP

    By KaJay, August 2, 2019   

    • vcp/epcrs correction
    • 6 replies
    • 1.5k views
    • 
    • KaJay
    • August 6, 2019

46. splitting one plan into two... in the same asset contract?

    By AlbanyConsultant, July 31, 2019
    • 2 replies
    • 798 views
    • 
    • chc93
    • July 31, 2019

47. Investment Courses as Plan (Trustee) Expense

    By Dalai Pookah, July 31, 2019   

    • plan expenses
    • trustee
    • 7 replies
    • 1.2k views
    • 
    • Dalai Pookah
    • August 5, 2019

48. Money withheld for a now-closed SIMPLE IRA

    By BG5150, July 30, 2019
    • 0 replies
    • 600 views
    • 
    • BG5150
    • July 30, 2019

49. Terminated plan - money remaining

    By Cynchbeast, July 25, 2019
    • 11 replies
    • 2.2k views
    • 
    • Bird
    • July 29, 2019

50. Legal Opinion

    By Renafesq, July 24, 2019
    • 4 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • July 25, 2019