Retirement Plans in General

5,829 topics in this forum

1. Revenue Sharing question

   By Belgarath, November 13, 2019
   • 33 replies
   • 6.6k views
   • 
   • Kevin C
   • November 20, 2019

2. payroll period entry

   By hunter001, November 18, 2019
   • 1 reply
   • 1.7k views
   • 
   • Mr Bagwell
   • November 19, 2019

3. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

   By PMZJohn, November 15, 2019
   • 2 replies
   • 1.2k views
   • 
   • PMZJohn
   • November 19, 2019

4. Required Minimum Distribution Table - 2021 in Excel format

   By imchipbrown, November 12, 2019
   • 2 replies
   • 3.7k views
   • 
   • FPGuy
   • November 14, 2019

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

   By BG5150, November 14, 2019
   • 0 replies
   • 828 views
   • 
   • BG5150
   • November 14, 2019

6. Defined Benefit into Profit Sharing Plan

   By Below Ground, February 17, 2011
   • 26 replies
   • 5.9k views
   • 
   • figure 8
   • November 14, 2019

7. Matching Contribution Adjustment

   By mjf06241972, November 12, 2019
   • 1 reply
   • 814 views
   • 
   • ratherbereading
   • November 12, 2019

8. choosing which assets to distribute to HCE

   By M Norton, November 8, 2019
   • 7 replies
   • 2k views
   • 
   • Bird
   • November 11, 2019

9. Paying fees from plan

   By Cynchbeast, November 5, 2019
   • 9 replies
   • 2k views
   • 
   • GBurns
   • November 10, 2019

10. Question for those with CPC Designation

    By Madison71, November 7, 2019
    • 5 replies
    • 1.5k views
    • 
    • Bri
    • November 8, 2019

11. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2, November 1, 2019
    • 5 replies
    • 1.9k views
    • 
    • Lois Baker
    • November 7, 2019

12. 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
    • 2.7k views
    • 
    • Kevin C
    • November 6, 2019

13. COLA 2020

    By pgold, November 4, 2019
    • 4 replies
    • 1.4k views
    • 
    • Dave Baker
    • November 6, 2019

14. projected limits for 2020

    By Tom Poje, June 12, 2019
    • 6 replies
    • 2.5k views
    • 
    • Dave Baker
    • November 6, 2019

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

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

16. Disaster Relief other than 5500's

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

17. Employee in both union plan and employer plan?

    By digger, October 30, 2019
    • 5 replies
    • 1.6k views
    • 
    • digger
    • October 31, 2019

18. K-1 Income and contribution calculations

    By ldr, October 28, 2019   

    • llc
    • partnership
    • (and 2 more)

      Tagged with:

      • llc
      • partnership
      • income
      • contributions
    • 7 replies
    • 2.5k views
    • 
    • ldr
    • October 29, 2019

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

    By Tom, October 28, 2019
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • October 29, 2019

20. Target Benefit Plan forfeitures

    By AdKu, October 16, 2019
    • 6 replies
    • 2.4k views
    • 
    • AdKu
    • October 29, 2019

21. Closed MEP - Top Paid Group Election question

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

22. CG / ASG?

    By Cloudy, October 25, 2019
    • 3 replies
    • 1.4k views
    • 
    • Cloudy
    • October 25, 2019

23. Bond requirements for Key HCEs only

    By Cynchbeast, October 24, 2019
    • 2 replies
    • 1.2k views
    • 
    • Larry Starr
    • October 25, 2019

24. Death of Spouse and rollovers

    By thepensionmaven, October 23, 2019
    • 2 replies
    • 1k views
    • 
    • thepensionmaven
    • October 23, 2019

25. controlled group question

    By mariemonroe, October 16, 2019
    • 4 replies
    • 1.2k views
    • 
    • Luke Bailey
    • October 17, 2019

26. Audit Fees Paid from the Plan Participant Accounts

    By Pammie57, October 15, 2019
    • 6 replies
    • 2.4k views
    • 
    • Bird
    • October 16, 2019

27. Who's the beneficiary?

    By Belgarath, April 9, 2019
    • 18 replies
    • 5.1k views
    • 
    • rocknrolls2
    • October 15, 2019

28. Owner participating in plans of several businesses

    By Pammie57, October 14, 2019
    • 5 replies
    • 1.5k views
    • 
    • Kevin C
    • October 14, 2019

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

    By KaJay, September 18, 2019
    • 8 replies
    • 1.3k views
    • 
    • KaJay
    • October 10, 2019

30. 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
    • 3.5k views
    • 
    • Derek K
    • October 10, 2019

31. Do you file VFCP after getting the letter

    By BG5150, October 9, 2019
    • 3 replies
    • 1.4k views
    • 
    • erisageek86
    • October 9, 2019

32. Compensation - Schedule C and K1 combined?

    By Hojo, October 8, 2019
    • 2 replies
    • 1.5k views
    • 
    • Larry Starr
    • October 8, 2019

33. IRS inquiry on missing 2018 Form 1096

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

34. Limits on DB Plan Allocation Options

    By fmsinc, October 3, 2019
    • 4 replies
    • 1.2k views
    • 
    • fmsinc
    • October 3, 2019

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

    By Belgarath, October 2, 2019
    • 4 replies
    • 1.6k views
    • 
    • Belgarath
    • October 3, 2019

36. 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
    • 2.4k views
    • 
    • Larry Starr
    • October 3, 2019

37. Two Employers Same Owner

    By thepensionmaven, October 1, 2019
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • October 2, 2019

38. Employee Voluntary Contribution Account

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

39. terminating and then starting a new plan

    By Santo Gold, September 26, 2019
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • September 30, 2019

40. Key or Former Key?

    By perplexedbypensions, September 27, 2019
    • 2 replies
    • 1.5k views
    • 
    • perplexedbypensions
    • September 27, 2019

41. IRS Request for 2016 945

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

42. Leased Employee? Affiliated Service Group? Unrelated?

    By Phillip, September 19, 2019
    • 11 replies
    • 3.1k views
    • 
    • C. B. Zeller
    • September 25, 2019

43. NRA at age 65 and 5th anniv short plan year

    By ESOP Guy, September 20, 2019
    • 3 replies
    • 1.5k views
    • 
    • NJ Mike
    • September 23, 2019

44. Mortgage in 1 person plan

    By DDB BN, September 12, 2019
    • 4 replies
    • 1.3k views
    • 
    • FPGuy
    • September 16, 2019

45. non-US trustee

    By Santo Gold, September 10, 2019
    • 7 replies
    • 5.4k views
    • 
    • Luke Bailey
    • September 13, 2019

46. Timing of Deposits

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

47. Government plan language

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

48. $250K threshhold for owner only plan

    By thepensionmaven, September 10, 2019
    • 14 replies
    • 2.1k views
    • 
    • Belgarath
    • September 12, 2019

49. IRS Appeals Mediation

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

50. Pre-Approved Plan Providers

    By Benefits Vet, September 9, 2019
    • 5 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • September 10, 2019