Retirement Plans in General

5,761 topics in this forum

1. update to SS-4 TIN website - SSN required?

   By justanotheradmin, January 2, 2018   

   • ss-4
   • tin
   • (and 1 more)

     Tagged with:

     • ss-4
     • tin
     • irs
   • 10 replies
   • 4.3k views
   • 
   • ERISAcpr
   • August 1, 2019

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

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

3. Money withheld for a now-closed SIMPLE IRA

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

4. Terminated plan - money remaining

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

5. Legal Opinion

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

6. IRS Quality Assurance Bulletin 2006-3, Part-Time Employees Revisited

   By Everett Moreland, February 16, 2006
   • 3 replies
   • 5.1k views
   • 
   • BG5150
   • July 16, 2019

7. projected limits

   By Tom Poje, July 11, 2019
   • 0 replies
   • 591 views
   • 
   • Tom Poje
   • July 11, 2019

8. Form 8955-SSA - When to remove a former participant

   By msmith, July 9, 2019
   • 9 replies
   • 2.1k views
   • 
   • Tom Poje
   • July 11, 2019

9. Compensation

   By thepensionmaven, July 9, 2019
   • 3 replies
   • 1.2k views
   • 
   • Luke Bailey
   • July 11, 2019

10. MPP & Missing or Nonresponsive Participant

    By FormsRstillmylife, June 26, 2019
    • 7 replies
    • 1.8k views
    • 
    • Belgarath
    • July 10, 2019

11. Loans - Florida Stamp Tax

    By 52626, May 17, 2019
    • 8 replies
    • 5.3k views
    • 
    • Kphelps
    • July 10, 2019

12. TPA or Sponsor (client) to respond to employee requests

    By SSRRS, July 2, 2019
    • 16 replies
    • 2.2k views
    • 
    • jashendorf
    • July 9, 2019

13. ESOP Distribution installments after 5 years

    By O shack Hennesy, July 7, 2019   

    • distribution timing
    • distubution
    • (and 1 more)

      Tagged with:

      • distribution timing
      • distubution
      • timing
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • July 9, 2019

14. DOL Plan audits

    By Belgarath, July 8, 2019
    • 1 reply
    • 844 views
    • 
    • rr_sphr
    • July 8, 2019

15. A "Series LLC"

    By Belgarath, July 8, 2019
    • 4 replies
    • 888 views
    • 
    • Belgarath
    • July 8, 2019

16. Can one beneficiary form cover 2 retirement plans?

    By Cardscrazy, June 26, 2019   

    • esop
    • 401(k)
    • 8 replies
    • 1.6k views
    • 
    • ESOP Guy
    • July 8, 2019

17. operational compliance versus controlled group testing?

    By Draper55, July 2, 2019
    • 2 replies
    • 604 views
    • 
    • CuseFan
    • July 3, 2019

18. Looking for old Revenue Ruling 80-155

    By justanotheradmin, June 26, 2019
    • 6 replies
    • 2.9k views
    • 
    • Peter Gulia
    • June 28, 2019

19. Vesting service prior to effective date of the plan

    By thepensionmaven, June 26, 2019
    • 6 replies
    • 3.9k views
    • 
    • NJ Mike
    • June 28, 2019

20. Top Heavy Dumb

    By thepensionmaven, June 26, 2019
    • 3 replies
    • 756 views
    • 
    • CuseFan
    • June 27, 2019

21. Self directed 401k

    By Lori moore, June 26, 2019
    • 3 replies
    • 1k views
    • 
    • Pam Shoup
    • June 26, 2019

22. Blackout notice not sent--one participant

    By BG5150, June 25, 2019
    • 4 replies
    • 1k views
    • 
    • Peter Gulia
    • June 26, 2019

23. Old Eligibility Requirements

    By ConnieStorer, June 26, 2019   

    • old rules.. age 25
    • 2 replies
    • 589 views
    • 
    • ConnieStorer
    • June 26, 2019

24. When Is A Business Entity Formally Recognized For Plan Purposes?

    By mming, June 21, 2019
    • 3 replies
    • 945 views
    • 
    • RatherBeGolfing
    • June 25, 2019

25. counting vesting YOS

    By Santo Gold, June 12, 2019
    • 6 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 14, 2019

26. Retired or not retired?

    By Peter Gulia, March 19, 2019   

    • minimum distribution; severance from employment
    • 41 replies
    • 3.6k views
    • 
    • Tom Poje
    • June 13, 2019

27. Termination of IRS Audit Assessment: Form 872T?

    By Tax Cowboy, May 28, 2019   

    • audit termination
    • 1 reply
    • 873 views
    • 
    • thepensionmaven
    • May 31, 2019

28. Pooled Profit Sharing

    By Nic, May 22, 2019
    • 20 replies
    • 3.7k views
    • 
    • Gilmore
    • May 30, 2019

29. compensation issue

    By Scuba 401, May 29, 2019
    • 1 reply
    • 674 views
    • 
    • Scuba 401
    • May 30, 2019

30. secure act

    By Tom Poje, May 23, 2019
    • 8 replies
    • 1.3k views
    • 
    • Tom Poje
    • May 30, 2019

31. Secure Act passes House

    By Tom Poje, April 3, 2019
    • 10 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 22, 2019

32. Plan Eligibility

    By mjf06241972, May 21, 2019
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • May 21, 2019

33. former owner still in plan

    By Santo Gold, May 20, 2019
    • 1 reply
    • 691 views
    • 
    • Lou S.
    • May 20, 2019

34. Using the average benefits test for COVERAGE

    By Belgarath, May 3, 2019
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • May 20, 2019

35. Compensation while an excluded employee count?

    By BG5150, May 10, 2019
    • 7 replies
    • 1.5k views
    • 
    • CJ Allen
    • May 15, 2019

36. May a plan restrict distributions to direct-deposit?

    By Peter Gulia, May 3, 2019
    • 17 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 14, 2019

37. New IRS Revenue Procedure 2019-19

    By Belgarath, May 8, 2019
    • 23 replies
    • 1.7k views
    • 
    • Belgarath
    • May 14, 2019

38. Compensation from Date of Entry

    By thepensionmaven, May 8, 2019
    • 3 replies
    • 2k views
    • 
    • thepensionmaven
    • May 11, 2019

39. Can one beneficiary form cover both the retirement plan and insurance policy?

    By Megandps, May 8, 2019
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • May 8, 2019

40. Controlled Group Attribution

    By LIBERTYKID, May 6, 2019
    • 1 reply
    • 741 views
    • 
    • Luke Bailey
    • May 8, 2019

41. Proposal software for comparing contribution allocations

    By RandyW, April 25, 2019
    • 5 replies
    • 1.2k views
    • 
    • AndyH
    • May 3, 2019

42. Affiliated Service Group Question/Sanity Check

    By CuseFan, May 2, 2019
    • 2 replies
    • 690 views
    • 
    • CuseFan
    • May 2, 2019

43. Self employed PS calc and integrated with Social Security

    By Cobras59, April 25, 2019
    • 10 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 26, 2019

44. Partial Plan Termination

    By 401(k)athryn, April 22, 2019
    • 12 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 25, 2019

45. Who is Key? Company sold mid-year

    By ldr, April 5, 2019
    • 8 replies
    • 2.1k views
    • 
    • ldr
    • April 18, 2019

46. Affiliated Service Group

    By Below Ground, April 9, 2019   

    • coverage concern
    • 5 replies
    • 998 views
    • 
    • Luke Bailey
    • April 15, 2019

47. Deductibility of 2 Years of Contributions in One Year

    By mwyatt, March 28, 2018
    • 10 replies
    • 3.7k views
    • 
    • Mike Preston
    • April 11, 2019

48. next year projected limit already

    By Tom Poje, April 10, 2019
    • 2 replies
    • 742 views
    • 
    • Tom Poje
    • April 11, 2019

49. Controlled Group & 2018 contributions

    By Pammie57, April 8, 2019
    • 2 replies
    • 605 views
    • 
    • Luke Bailey
    • April 9, 2019

50. Controlled Group - which company gets the deduction

    By Pammie57, April 8, 2019
    • 3 replies
    • 1.5k views
    • 
    • Luke Bailey
    • April 9, 2019