Retirement Plans in General

5,802 topics in this forum

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

   By KaJay, September 18, 2019
   • 8 replies
   • 1.1k views
   • 
   • KaJay
   • October 10, 2019

2. 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
   • 3k views
   • 
   • Derek K
   • October 10, 2019

3. Do you file VFCP after getting the letter

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

4. Compensation - Schedule C and K1 combined?

   By Hojo, October 8, 2019
   • 2 replies
   • 1.2k views
   • 
   • Larry Starr
   • October 8, 2019

5. IRS inquiry on missing 2018 Form 1096

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

6. Limits on DB Plan Allocation Options

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

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

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

8. 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
   • 1.9k views
   • 
   • Larry Starr
   • October 3, 2019

9. Two Employers Same Owner

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

10. Employee Voluntary Contribution Account

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

11. terminating and then starting a new plan

    By Santo Gold, September 26, 2019
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • September 30, 2019

12. Key or Former Key?

    By perplexedbypensions, September 27, 2019
    • 2 replies
    • 1.2k views
    • 
    • perplexedbypensions
    • September 27, 2019

13. IRS Request for 2016 945

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

14. Leased Employee? Affiliated Service Group? Unrelated?

    By Phillip, September 19, 2019
    • 11 replies
    • 2.6k views
    • 
    • C. B. Zeller
    • September 25, 2019

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

    By ESOP Guy, September 20, 2019
    • 3 replies
    • 1.3k views
    • 
    • NJ Mike
    • September 23, 2019

16. Mortgage in 1 person plan

    By DDB BN, September 12, 2019
    • 4 replies
    • 1.1k views
    • 
    • FPGuy
    • September 16, 2019

17. non-US trustee

    By Santo Gold, September 10, 2019
    • 7 replies
    • 5k views
    • 
    • Luke Bailey
    • September 13, 2019

18. Timing of Deposits

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

19. Government plan language

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

20. $250K threshhold for owner only plan

    By thepensionmaven, September 10, 2019
    • 14 replies
    • 1.6k views
    • 
    • Belgarath
    • September 12, 2019

21. IRS Appeals Mediation

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

22. Pre-Approved Plan Providers

    By Benefits Vet, September 9, 2019
    • 5 replies
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • September 10, 2019

23. Funding Deadline -Sole Proprietor Money Purchase Plan

    By Lou81, September 10, 2019   

    • money purchase
    • sole proprietor
    • 2 replies
    • 6.9k views
    • 
    • Lou81
    • September 10, 2019

24. Hurricane Dorian

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

25. LLCs paying other LLCs

    By Bri, August 28, 2019
    • 4 replies
    • 1.2k views
    • 
    • Luke Bailey
    • August 28, 2019

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

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

27. Forms and Notices for Participants

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

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

    By KaJay, August 20, 2019
    • 7 replies
    • 1.1k views
    • 
    • KaJay
    • August 23, 2019

29. California incorporation conversion

    By pgold, August 22, 2019   

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

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

    By KaJay, August 21, 2019
    • 4 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • August 22, 2019

31. Mortgage as profit sharing investment

    By ombskid, August 20, 2019
    • 7 replies
    • 1.5k views
    • 
    • Lou S.
    • August 21, 2019

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

    By Bri, August 16, 2019
    • 12 replies
    • 2.2k views
    • 
    • Bri
    • August 21, 2019

33. Bankruptcy Protection - Sole Proprietor

    By ConnieStorer, August 13, 2019
    • 12 replies
    • 2k views
    • 
    • Luke Bailey
    • August 15, 2019

34. household employee of business owner

    By J Simmons, August 13, 2019
    • 3 replies
    • 2k views
    • 
    • J Simmons
    • August 13, 2019

35. Can AA reference the CBA for eligibility criteria?

    By BG5150, August 9, 2019
    • 7 replies
    • 2.1k views
    • 
    • FormsRstillmylife
    • August 13, 2019

36. projected limits

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

37. 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
    • 3.2k views
    • 
    • loserson
    • August 8, 2019

38. 414(s) testing questions

    By BG5150, August 7, 2019
    • 9 replies
    • 3.7k views
    • 
    • BG5150
    • August 8, 2019

39. Executives Voluntarily Taking Reduced Contribution

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

40. 403(b)(9) church plan - VCP

    By KaJay, August 2, 2019   

    • vcp/epcrs correction
    • 6 replies
    • 1.6k views
    • 
    • KaJay
    • August 6, 2019

41. 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

42. 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
    • 5.5k views
    • 
    • ERISAcpr
    • August 1, 2019

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

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

44. Money withheld for a now-closed SIMPLE IRA

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

45. Terminated plan - money remaining

    By Cynchbeast, July 25, 2019
    • 11 replies
    • 2.4k views
    • 
    • Bird
    • July 29, 2019

46. Legal Opinion

    By Renafesq, July 24, 2019
    • 4 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • July 25, 2019

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

    By Everett Moreland, February 16, 2006
    • 3 replies
    • 5.2k views
    • 
    • BG5150
    • July 16, 2019

48. projected limits

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

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

    By msmith, July 9, 2019
    • 9 replies
    • 2.4k views
    • 
    • Tom Poje
    • July 11, 2019

50. Compensation

    By thepensionmaven, July 9, 2019
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 11, 2019