Retirement Plans in General

5,839 topics in this forum

1. IRS Request for 2016 945

   By Gilmore, September 24, 2019
   • 2 replies
   • 1k views
   • 
   • Gilmore
   • September 26, 2019

2. Leased Employee? Affiliated Service Group? Unrelated?

   By Phillip, September 19, 2019
   • 11 replies
   • 3.2k views
   • 
   • C. B. Zeller
   • September 25, 2019

3. 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

4. Mortgage in 1 person plan

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

5. non-US trustee

   By Santo Gold, September 10, 2019
   • 7 replies
   • 5.5k views
   • 
   • Luke Bailey
   • September 13, 2019

6. Timing of Deposits

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

7. Government plan language

   By Belgarath, September 11, 2019
   • 5 replies
   • 1k views
   • 
   • Belgarath
   • September 12, 2019

8. $250K threshhold for owner only plan

   By thepensionmaven, September 10, 2019
   • 14 replies
   • 2.3k views
   • 
   • Belgarath
   • September 12, 2019

9. IRS Appeals Mediation

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

10. Pre-Approved Plan Providers

    By Benefits Vet, September 9, 2019
    • 5 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • September 10, 2019

11. Funding Deadline -Sole Proprietor Money Purchase Plan

    By Lou81, September 10, 2019   

    • money purchase
    • sole proprietor
    • 2 replies
    • 7.3k views
    • 
    • Lou81
    • September 10, 2019

12. Hurricane Dorian

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

13. LLCs paying other LLCs

    By Bri, August 28, 2019
    • 4 replies
    • 1.6k views
    • 
    • Luke Bailey
    • August 28, 2019

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

    By Belgarath, August 28, 2019
    • 0 replies
    • 1.1k views
    • 
    • Belgarath
    • August 28, 2019

15. Forms and Notices for Participants

    By Pammie57, August 23, 2019
    • 2 replies
    • 1.1k views
    • 
    • Pammie57
    • August 26, 2019

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

    By KaJay, August 20, 2019
    • 7 replies
    • 1.5k views
    • 
    • KaJay
    • August 23, 2019

17. California incorporation conversion

    By pgold, August 22, 2019   

    • plan amendments?
    • 3 replies
    • 1.4k views
    • 
    • pgold
    • August 23, 2019

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

    By KaJay, August 21, 2019
    • 4 replies
    • 1.8k views
    • 
    • Patricia Neal Jensen
    • August 22, 2019

19. Mortgage as profit sharing investment

    By ombskid, August 20, 2019
    • 7 replies
    • 2.3k views
    • 
    • Lou S.
    • August 21, 2019

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

    By Bri, August 16, 2019
    • 12 replies
    • 2.6k views
    • 
    • Bri
    • August 21, 2019

21. Bankruptcy Protection - Sole Proprietor

    By ConnieStorer, August 13, 2019
    • 12 replies
    • 2.6k views
    • 
    • Luke Bailey
    • August 15, 2019

22. household employee of business owner

    By J Simmons, August 13, 2019
    • 3 replies
    • 2.3k views
    • 
    • J Simmons
    • August 13, 2019

23. Can AA reference the CBA for eligibility criteria?

    By BG5150, August 9, 2019
    • 7 replies
    • 2.4k views
    • 
    • FormsRstillmylife
    • August 13, 2019

24. projected limits

    By Tom Poje, August 13, 2019
    • 0 replies
    • 1.1k views
    • 
    • Tom Poje
    • August 13, 2019

25. 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
    • 4.4k views
    • 
    • loserson
    • August 8, 2019

26. 414(s) testing questions

    By BG5150, August 7, 2019
    • 9 replies
    • 4.1k views
    • 
    • BG5150
    • August 8, 2019

27. Executives Voluntarily Taking Reduced Contribution

    By jukeboy56, August 5, 2019
    • 4 replies
    • 1.2k views
    • 
    • Luke Bailey
    • August 6, 2019

28. 403(b)(9) church plan - VCP

    By KaJay, August 2, 2019   

    • vcp/epcrs correction
    • 6 replies
    • 2k views
    • 
    • KaJay
    • August 6, 2019

29. Investment Courses as Plan (Trustee) Expense

    By Dalai Pookah, July 31, 2019   

    • plan expenses
    • trustee
    • 7 replies
    • 1.6k views
    • 
    • Dalai Pookah
    • August 5, 2019

30. 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
    • 7.3k views
    • 
    • ERISAcpr
    • August 1, 2019

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

    By AlbanyConsultant, July 31, 2019
    • 2 replies
    • 1.1k views
    • 
    • chc93
    • July 31, 2019

32. Money withheld for a now-closed SIMPLE IRA

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

33. Terminated plan - money remaining

    By Cynchbeast, July 25, 2019
    • 11 replies
    • 3.1k views
    • 
    • Bird
    • July 29, 2019

34. Legal Opinion

    By Renafesq, July 24, 2019
    • 4 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • July 25, 2019

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

    By Everett Moreland, February 16, 2006
    • 3 replies
    • 5.5k views
    • 
    • BG5150
    • July 16, 2019

36. projected limits

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

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

    By msmith, July 9, 2019
    • 9 replies
    • 2.8k views
    • 
    • Tom Poje
    • July 11, 2019

38. Compensation

    By thepensionmaven, July 9, 2019
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • July 11, 2019

39. MPP & Missing or Nonresponsive Participant

    By FormsRstillmylife, June 26, 2019
    • 7 replies
    • 2.6k views
    • 
    • Belgarath
    • July 10, 2019

40. Loans - Florida Stamp Tax

    By 52626, May 17, 2019
    • 8 replies
    • 6.5k views
    • 
    • Kphelps
    • July 10, 2019

41. TPA or Sponsor (client) to respond to employee requests

    By SSRRS, July 2, 2019
    • 16 replies
    • 3.4k views
    • 
    • jashendorf
    • July 9, 2019

42. ESOP Distribution installments after 5 years

    By O shack Hennesy, July 7, 2019   

    • distribution timing
    • distubution
    • (and 1 more)

      Tagged with:

      • distribution timing
      • distubution
      • timing
    • 2 replies
    • 1.6k views
    • 
    • Below Ground
    • July 9, 2019

43. DOL Plan audits

    By Belgarath, July 8, 2019
    • 1 reply
    • 1.1k views
    • 
    • rr_sphr
    • July 8, 2019

44. A "Series LLC"

    By Belgarath, July 8, 2019
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • July 8, 2019

45. Can one beneficiary form cover 2 retirement plans?

    By Cardscrazy, June 26, 2019   

    • esop
    • 401(k)
    • 8 replies
    • 2.1k views
    • 
    • ESOP Guy
    • July 8, 2019

46. operational compliance versus controlled group testing?

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

47. Looking for old Revenue Ruling 80-155

    By justanotheradmin, June 26, 2019
    • 6 replies
    • 3.6k views
    • 
    • Peter Gulia
    • June 28, 2019

48. Vesting service prior to effective date of the plan

    By thepensionmaven, June 26, 2019
    • 6 replies
    • 5.6k views
    • 
    • NJ Mike
    • June 28, 2019

49. Top Heavy Dumb

    By thepensionmaven, June 26, 2019
    • 3 replies
    • 1.1k views
    • 
    • CuseFan
    • June 27, 2019

50. Self directed 401k

    By Lori moore, June 26, 2019
    • 3 replies
    • 1.5k views
    • 
    • Pam Shoup
    • June 26, 2019