Retirement Plans in General

5,781 topics in this forum

1. Secure Act passes House

   By Tom Poje, April 3, 2019
   • 10 replies
   • 1.5k views
   • 
   • Peter Gulia
   • May 22, 2019

2. Plan Eligibility

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

3. former owner still in plan

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

4. Using the average benefits test for COVERAGE

   By Belgarath, May 3, 2019
   • 4 replies
   • 2.8k views
   • 
   • Tom Poje
   • May 20, 2019

5. Compensation while an excluded employee count?

   By BG5150, May 10, 2019
   • 7 replies
   • 1.6k views
   • 
   • CJ Allen
   • May 15, 2019

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

   By Peter Gulia, May 3, 2019
   • 17 replies
   • 2.1k views
   • 
   • Peter Gulia
   • May 14, 2019

7. New IRS Revenue Procedure 2019-19

   By Belgarath, May 8, 2019
   • 23 replies
   • 1.8k views
   • 
   • Belgarath
   • May 14, 2019

8. Compensation from Date of Entry

   By thepensionmaven, May 8, 2019
   • 3 replies
   • 2.1k views
   • 
   • thepensionmaven
   • May 11, 2019

9. 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

10. Controlled Group Attribution

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

11. Proposal software for comparing contribution allocations

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

12. Affiliated Service Group Question/Sanity Check

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

13. Self employed PS calc and integrated with Social Security

    By Cobras59, April 25, 2019
    • 10 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 26, 2019

14. Partial Plan Termination

    By 401(k)athryn, April 22, 2019
    • 12 replies
    • 2.6k views
    • 
    • Mike Preston
    • April 25, 2019

15. Who is Key? Company sold mid-year

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

16. Affiliated Service Group

    By Below Ground, April 9, 2019   

    • coverage concern
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • April 15, 2019

17. Deductibility of 2 Years of Contributions in One Year

    By mwyatt, March 28, 2018
    • 10 replies
    • 3.8k views
    • 
    • Mike Preston
    • April 11, 2019

18. next year projected limit already

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

19. Controlled Group & 2018 contributions

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

20. Controlled Group - which company gets the deduction

    By Pammie57, April 8, 2019
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 9, 2019

21. The Worst Plan Ever

    By Dave401k, April 4, 2019
    • 7 replies
    • 937 views
    • 
    • Below Ground
    • April 9, 2019

22. contribution due or not - senior moment

    By thepensionmaven, April 6, 2019
    • 3 replies
    • 613 views
    • 
    • chc93
    • April 8, 2019

23. S Corporation and 2% Shareholder Health Insurance

    By mjf06241972, March 29, 2019
    • 7 replies
    • 7.7k views
    • 
    • justanotheradmin
    • April 5, 2019

24. Permissive aggregation for coverage testing

    By Belgarath, April 5, 2019
    • 6 replies
    • 3.3k views
    • 
    • Tom Poje
    • April 5, 2019

25. What do you do with a recalcitrant participant?

    By Peter Gulia, August 1, 2018   

    • distribution
    • 21 replies
    • 2k views
    • 
    • ESOP Guy
    • April 4, 2019

26. IRS website survey

    By ombskid, March 27, 2019
    • 2 replies
    • 727 views
    • 
    • KaJay
    • April 1, 2019

27. Counting service with a predecessor ER--what entry date

    By BG5150, March 22, 2019
    • 7 replies
    • 4.9k views
    • 
    • Kevin C
    • March 26, 2019

28. Prevailing Wage Distribution

    By mjf06241972, March 20, 2019
    • 2 replies
    • 1.6k views
    • 
    • Amyrmaid
    • March 21, 2019

29. Affiliated Service Group - Earned Income

    By CupidMe, March 13, 2019   

    • affiliated service group
    • earned income
    • 1 reply
    • 877 views
    • 
    • Kevin C
    • March 21, 2019

30. Money Purchase Plan Distribution

    By 52626, March 18, 2019
    • 6 replies
    • 1.2k views
    • 
    • CJ Allen
    • March 20, 2019

31. K-1 income from another partnership

    By Pat Crum, March 19, 2019
    • 1 reply
    • 503 views
    • 
    • Luke Bailey
    • March 19, 2019

32. 1 company taking over another's 401k plan

    By Santo Gold, March 11, 2019
    • 5 replies
    • 1.1k views
    • 
    • Below Ground
    • March 12, 2019

33. beneficiary accounts - count in TH test?

    By AlbanyConsultant, March 8, 2019
    • 1 reply
    • 664 views
    • 
    • C. B. Zeller
    • March 9, 2019

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

    By KaJay, March 5, 2019
    • 11 replies
    • 3.8k views
    • 
    • rocknrolls2
    • March 6, 2019

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

    By Belgarath, March 5, 2019
    • 0 replies
    • 435 views
    • 
    • Belgarath
    • March 5, 2019

36. Service Spanning Rules--link please

    By BG5150, March 5, 2019
    • 1 reply
    • 519 views
    • 
    • Belgarath
    • March 5, 2019

37. Reimburse Trustee For Expenses Incurred

    By Earl, March 1, 2019
    • 2 replies
    • 714 views
    • 
    • Earl
    • March 1, 2019

38. profit sharing contribution but no profits

    By Santo Gold, February 26, 2019
    • 4 replies
    • 812 views
    • 
    • Patricia Neal Jensen
    • February 28, 2019

39. Employee HSA Payments

    By mjf06241972, February 26, 2019
    • 0 replies
    • 352 views
    • 
    • mjf06241972
    • February 26, 2019

40. 1099-Misc income

    By Santo Gold, February 25, 2019
    • 10 replies
    • 1.9k views
    • 
    • FPGuy
    • February 26, 2019

41. Schedule C of deceased: living or estate?

    By ldr, February 15, 2019   

    • schedule c
    • death
    • (and 1 more)

      Tagged with:

      • schedule c
      • death
      • compensation
    • 4 replies
    • 967 views
    • 
    • Mike Preston
    • February 22, 2019

42. Fidelity Bond required?

    By perplexedbypensions, February 14, 2019
    • 4 replies
    • 1.4k views
    • 
    • perplexedbypensions
    • February 14, 2019

43. 8955-SSA: Total balance or vested balance?

    By ldr, February 12, 2019   

    • 8955-ssa
    • 6 replies
    • 2.6k views
    • 
    • ldr
    • February 14, 2019

44. 404 DC deduction limit "correction"

    By AndrewZ, February 12, 2019
    • 4 replies
    • 1.7k views
    • 
    • AndrewZ
    • February 14, 2019

45. First RMD for 70.5

    By ldr, February 6, 2019   

    • rmd
    • distribution
    • 5 replies
    • 983 views
    • 
    • ldr
    • February 12, 2019

46. Sole prop changes to LLC taxed as unincorporated partnership

    By Belgarath, February 7, 2019
    • 6 replies
    • 891 views
    • 
    • Below Ground
    • February 8, 2019

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

    By Belgarath, February 1, 2019
    • 3 replies
    • 999 views
    • 
    • Belgarath
    • February 6, 2019

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

    By ldr, January 18, 2019   

    • death
    • tpa
    • (and 1 more)

      Tagged with:

      • death
      • tpa
      • beneficiary
    • 18 replies
    • 2.7k views
    • 
    • ESOP Guy
    • January 31, 2019

49. 410b PS with 401k Safe Harbor Match - coverage

    By imchipbrown, January 24, 2019   

    • 410b
    • profit-sharing
    • (and 3 more)

      Tagged with:

      • 410b
      • profit-sharing
      • 401k
      • safe harbor match
      • coverage
    • 11 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 29, 2019

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

    By ldr, January 19, 2019   

    • dfvcp
    • 5500
    • 9 replies
    • 1k views
    • 
    • thepensionmaven
    • January 26, 2019