Retirement Plans in General

5,796 topics in this forum

1. Can one beneficiary form cover 2 retirement plans?

   By Cardscrazy, June 26, 2019   

   • esop
   • 401(k)
   • 8 replies
   • 1.7k views
   • 
   • ESOP Guy
   • July 8, 2019

2. operational compliance versus controlled group testing?

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

3. Looking for old Revenue Ruling 80-155

   By justanotheradmin, June 26, 2019
   • 6 replies
   • 3k views
   • 
   • Peter Gulia
   • June 28, 2019

4. Vesting service prior to effective date of the plan

   By thepensionmaven, June 26, 2019
   • 6 replies
   • 4.5k views
   • 
   • NJ Mike
   • June 28, 2019

5. Top Heavy Dumb

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

6. Self directed 401k

   By Lori moore, June 26, 2019
   • 3 replies
   • 1.1k views
   • 
   • Pam Shoup
   • June 26, 2019

7. Blackout notice not sent--one participant

   By BG5150, June 25, 2019
   • 4 replies
   • 1.1k views
   • 
   • Peter Gulia
   • June 26, 2019

8. Old Eligibility Requirements

   By ConnieStorer, June 26, 2019   

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

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

   By mming, June 21, 2019
   • 3 replies
   • 1k views
   • 
   • RatherBeGolfing
   • June 25, 2019

10. counting vesting YOS

    By Santo Gold, June 12, 2019
    • 6 replies
    • 1.4k views
    • 
    • ESOP Guy
    • June 14, 2019

11. Retired or not retired?

    By Peter Gulia, March 19, 2019   

    • minimum distribution; severance from employment
    • 41 replies
    • 4k views
    • 
    • Tom Poje
    • June 13, 2019

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

    By Tax Cowboy, May 28, 2019   

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

13. Pooled Profit Sharing

    By Nic, May 22, 2019
    • 20 replies
    • 4k views
    • 
    • Gilmore
    • May 30, 2019

14. compensation issue

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

15. secure act

    By Tom Poje, May 23, 2019
    • 8 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 30, 2019

16. Secure Act passes House

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

17. Plan Eligibility

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

18. former owner still in plan

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

19. Using the average benefits test for COVERAGE

    By Belgarath, May 3, 2019
    • 4 replies
    • 2.9k views
    • 
    • Tom Poje
    • May 20, 2019

20. Compensation while an excluded employee count?

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

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

    By Peter Gulia, May 3, 2019
    • 17 replies
    • 2.3k views
    • 
    • Peter Gulia
    • May 14, 2019

22. New IRS Revenue Procedure 2019-19

    By Belgarath, May 8, 2019
    • 23 replies
    • 1.9k views
    • 
    • Belgarath
    • May 14, 2019

23. Compensation from Date of Entry

    By thepensionmaven, May 8, 2019
    • 3 replies
    • 2.2k views
    • 
    • thepensionmaven
    • May 11, 2019

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

    By Megandps, May 8, 2019
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • May 8, 2019

25. Controlled Group Attribution

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

26. Proposal software for comparing contribution allocations

    By RandyW, April 25, 2019
    • 5 replies
    • 1.3k views
    • 
    • AndyH
    • May 3, 2019

27. Affiliated Service Group Question/Sanity Check

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

28. Self employed PS calc and integrated with Social Security

    By Cobras59, April 25, 2019
    • 10 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 26, 2019

29. Partial Plan Termination

    By 401(k)athryn, April 22, 2019
    • 12 replies
    • 2.7k views
    • 
    • Mike Preston
    • April 25, 2019

30. Who is Key? Company sold mid-year

    By ldr, April 5, 2019
    • 8 replies
    • 2.2k views
    • 
    • ldr
    • April 18, 2019

31. Affiliated Service Group

    By Below Ground, April 9, 2019   

    • coverage concern
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 15, 2019

32. Deductibility of 2 Years of Contributions in One Year

    By mwyatt, March 28, 2018
    • 10 replies
    • 4k views
    • 
    • Mike Preston
    • April 11, 2019

33. next year projected limit already

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

34. Controlled Group & 2018 contributions

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

35. Controlled Group - which company gets the deduction

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

36. The Worst Plan Ever

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

37. contribution due or not - senior moment

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

38. S Corporation and 2% Shareholder Health Insurance

    By mjf06241972, March 29, 2019
    • 7 replies
    • 8.4k views
    • 
    • justanotheradmin
    • April 5, 2019

39. Permissive aggregation for coverage testing

    By Belgarath, April 5, 2019
    • 6 replies
    • 3.5k views
    • 
    • Tom Poje
    • April 5, 2019

40. What do you do with a recalcitrant participant?

    By Peter Gulia, August 1, 2018   

    • distribution
    • 21 replies
    • 2.1k views
    • 
    • ESOP Guy
    • April 4, 2019

41. IRS website survey

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

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

    By BG5150, March 22, 2019
    • 7 replies
    • 5k views
    • 
    • Kevin C
    • March 26, 2019

43. Prevailing Wage Distribution

    By mjf06241972, March 20, 2019
    • 2 replies
    • 1.7k views
    • 
    • Amyrmaid
    • March 21, 2019

44. Affiliated Service Group - Earned Income

    By CupidMe, March 13, 2019   

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

45. Money Purchase Plan Distribution

    By 52626, March 18, 2019
    • 6 replies
    • 1.3k views
    • 
    • CJ Allen
    • March 20, 2019

46. K-1 income from another partnership

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

47. 1 company taking over another's 401k plan

    By Santo Gold, March 11, 2019
    • 5 replies
    • 1.2k views
    • 
    • Below Ground
    • March 12, 2019

48. beneficiary accounts - count in TH test?

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

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

    By KaJay, March 5, 2019
    • 11 replies
    • 4.6k views
    • 
    • rocknrolls2
    • March 6, 2019

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

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