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Retirement Plans in General

5,751 topics in this forum

  1. K-1 income from another partnership

    By Pat Crum,
    • 1 reply
    • 449 views

  2. 1 company taking over another's 401k plan

    By Santo Gold,
    • 5 replies
    • 1k views

  3. beneficiary accounts - count in TH test?

    By AlbanyConsultant,
    • 1 reply
    • 621 views

  4. Where to send the final 1099-R for deceased participant

    By KaJay,
    • 11 replies
    • 3.3k views

  5. Partnership reduced earned income - 1/2 deduction for SS tax

    By Belgarath,
    • 0 replies
    • 410 views

  6. Service Spanning Rules--link please

    By BG5150,
    • 1 reply
    • 480 views

  7. Reimburse Trustee For Expenses Incurred

    By Earl,
    • 2 replies
    • 676 views

  8. profit sharing contribution but no profits

    By Santo Gold,
    • 4 replies
    • 759 views

  9. Employee HSA Payments

    By mjf06241972,
    • 0 replies
    • 322 views

  10. 1099-Misc income

    By Santo Gold,
    • 10 replies
    • 1.8k views

  11. Schedule C of deceased: living or estate?

    By ldr,   
    • 4 replies
    • 897 views

  12. Fidelity Bond required?

    By perplexedbypensions,
    • 4 replies
    • 1.3k views

  13. 8955-SSA: Total balance or vested balance?

    By ldr,   
    • 6 replies
    • 2.5k views
    • ldr
    • ldr

  14. 404 DC deduction limit "correction"

    By AndrewZ,
    • 4 replies
    • 1.6k views

  15. First RMD for 70.5

    By ldr,   
    • 5 replies
    • 932 views
    • ldr
    • ldr

  16. Sole prop changes to LLC taxed as unincorporated partnership

    By Belgarath,
    • 6 replies
    • 849 views

  17. An "other right or feature" for BRF testing

    By Belgarath,
    • 3 replies
    • 949 views

  18. Beneficiary determination - is the TPA on the hook?

    By ldr,   
    • 18 replies
    • 2.5k views

  19. 410b PS with 401k Safe Harbor Match - coverage

    By imchipbrown,   
    • 11 replies
    • 1k views

  20. DFVCP filings - multiple years, not all of them ready to file

    By ldr,   
    • 9 replies
    • 975 views

  21. Code 410(a)

    By Julie,
    • 2 replies
    • 616 views

  22. Is This An ASG situation?

    By mming,
    • 1 reply
    • 546 views

  23. TPA Adding Plan Sponsor to E&O Policy as Add'l Insured

    By IhrtERISA,
    • 2 replies
    • 683 views

  24. When is receipt of a W-9 necessary?

    By KaJay,
    • 1 reply
    • 660 views

  25. SMM Requirements as to content

    By Belgarath,
    • 2 replies
    • 751 views

  26. Missed RMD for 2018

    By Cynchbeast,
    • 3 replies
    • 1.1k views

  27. ERISA Claim Appeal Rights for QDRO Participant

    By IhrtERISA,
    • 8 replies
    • 2.2k views

  28. DOL Audit

    By Belgarath,
    • 4 replies
    • 750 views

  29. Is $100 Per Day Penalty for Not Furnishing Info Indexed?

    By rocknrolls2,
    • 1 reply
    • 484 views

  30. Seperate vesting on each year's PS contrib?

    By BG5150,
    • 5 replies
    • 833 views

  31. Form 8955-SSA

    By Florence,
    • 6 replies
    • 1.6k views

  32. Employee works for more than one company

    By perplexedbypensions,
    • 3 replies
    • 761 views

  33. Distribution from Terminated Plan

    By thepensionmaven,
    • 3 replies
    • 738 views

  34. Which governmental activities stop (or continue) during a U.S. Government shutdown?

    By Peter Gulia,
    • 3 replies
    • 1k views

  35. rollover incorrectly titled

    By thepensionmaven,
    • 13 replies
    • 1.4k views

  36. Reporting excess deferrals with a loss in year of contribution

    By KaJay,
    • 4 replies
    • 2.2k views

  37. top-heavy vesting schedule

    By JustnERPA,
    • 8 replies
    • 2.9k views

  38. Why should retirement plans be organized around employers?

    By Peter Gulia,
    • 15 replies
    • 1.5k views

  39. Forfeiture of account balance of missing participant

    By Guest Sieve,
    • 11 replies
    • 6.7k views

  40. Excludable class of employees

    By Santo Gold,
    • 5 replies
    • 1.1k views

  41. temp worker, initial eligibility

    By M Norton,
    • 17 replies
    • 4.3k views

  42. Can Trustee be named by job title?

    By digger,
    • 5 replies
    • 1.6k views

  43. Coverage Test for Controlled Group--one co no longer in business

    By BG5150,
    • 2 replies
    • 420 views

  44. Trusts in Controlled Group situations

    By Purplemandinga,
    • 3 replies
    • 4.5k views

  45. W-2 income paid to estate of deceased participant

    By Belgarath,
    • 3 replies
    • 689 views

  46. Unrelated Employers and Code Section 415

    By buckaroo,
    • 2 replies
    • 1.6k views

  47. Controlled group - married couple-separate business

    By Tom,
    • 6 replies
    • 6.3k views

  48. NonResident Alien Now Resident Alien - Service and Comp

    By Gilmore,
    • 2 replies
    • 544 views

  49. Plan and fiscal year don't match

    By Belgarath,
    • 2 replies
    • 1.2k views

  50. In Service Distribution of the DC component of a DB Plan

    By Pxhesq,
    • 5 replies
    • 743 views
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