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Retirement Plans in General

5,753 topics in this forum

  1. Sole prop changes to LLC taxed as unincorporated partnership

    By Belgarath,
    • 6 replies
    • 849 views

  2. First RMD for 70.5

    By ldr,   
    • 5 replies
    • 935 views
    • ldr
    • ldr

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

    By Belgarath,
    • 3 replies
    • 952 views

  4. 410b PS with 401k Safe Harbor Match - coverage

    By imchipbrown,   
    • 11 replies
    • 1k views

  5. Code 410(a)

    By Julie,
    • 2 replies
    • 619 views

  6. Is This An ASG situation?

    By mming,
    • 1 reply
    • 546 views

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

    By IhrtERISA,
    • 2 replies
    • 683 views

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

    By ldr,   
    • 9 replies
    • 976 views

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

    By ldr,   
    • 18 replies
    • 2.5k views

  10. SMM Requirements as to content

    By Belgarath,
    • 2 replies
    • 752 views

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

    By KaJay,
    • 1 reply
    • 662 views

  12. Missed RMD for 2018

    By Cynchbeast,
    • 3 replies
    • 1.1k views

  13. ERISA Claim Appeal Rights for QDRO Participant

    By IhrtERISA,
    • 8 replies
    • 2.2k views

  14. missing participants

    By Peter Gulia,
    • 12 replies
    • 2.6k views

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

    By BG5150,
    • 5 replies
    • 834 views

  16. DOL Audit

    By Belgarath,
    • 4 replies
    • 751 views

  17. Form 8955-SSA

    By Florence,
    • 6 replies
    • 1.6k views

  18. Distribution from Terminated Plan

    By thepensionmaven,
    • 3 replies
    • 738 views

  19. Employee works for more than one company

    By perplexedbypensions,
    • 3 replies
    • 762 views

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

    By rocknrolls2,
    • 1 reply
    • 486 views

  21. rollover incorrectly titled

    By thepensionmaven,
    • 13 replies
    • 1.4k views

  22. top-heavy vesting schedule

    By JustnERPA,
    • 8 replies
    • 2.9k views

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

    By KaJay,
    • 4 replies
    • 2.2k views

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

    By Peter Gulia,
    • 3 replies
    • 1k views

  25. Excludable class of employees

    By Santo Gold,
    • 5 replies
    • 1.1k views

  26. Why should retirement plans be organized around employers?

    By Peter Gulia,
    • 15 replies
    • 1.5k views

  27. Can Trustee be named by job title?

    By digger,
    • 5 replies
    • 1.6k views

  28. Trusts in Controlled Group situations

    By Purplemandinga,
    • 3 replies
    • 4.5k views

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

    By Belgarath,
    • 3 replies
    • 689 views

  30. Unrelated Employers and Code Section 415

    By buckaroo,
    • 2 replies
    • 1.6k views

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

    By BG5150,
    • 2 replies
    • 420 views

  32. NonResident Alien Now Resident Alien - Service and Comp

    By Gilmore,
    • 2 replies
    • 545 views

  33. Plan and fiscal year don't match

    By Belgarath,
    • 2 replies
    • 1.2k views

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

    By Pxhesq,
    • 5 replies
    • 746 views

  35. Can the current Congress do tax legislation on a simple-majority vote?

    By Peter Gulia,   
    • 2 replies
    • 451 views

  36. IRS FIRE website shutdown dates

    By Tom Poje,
    • 0 replies
    • 827 views

  37. Does a plan pay on a small-estate affidavit?

    By Peter Gulia,   
    • 19 replies
    • 4.7k views

  38. vesting on contributions

    By Santo Gold,
    • 12 replies
    • 1.7k views

  39. The "Qualified Business Income" deduction

    By Belgarath,
    • 3 replies
    • 913 views

  40. Replacement Plan

    By K2,
    • 6 replies
    • 1.4k views
    • K2
    • K2

  41. TH - Related Rollovers

    By JackS,
    • 8 replies
    • 2.4k views

  42. IRS levy overpaid in error by employer

    By Brian,
    • 0 replies
    • 406 views

  43. Revoking a TEFRA 242(b) election

    By TPATC,   
    • 0 replies
    • 817 views

  44. Participant in tax treaty countries

    By Susans,
    • 1 reply
    • 648 views

  45. 411(d)(6)--Option to purchase annuity

    By Dalai Pookah,   
    • 2 replies
    • 862 views

  46. temp worker, initial eligibility

    By M Norton,
    • 17 replies
    • 4.3k views

  47. 2019 COLAs Released by IRS

    By Lois Baker,
    • 3 replies
    • 713 views

  48. "Partial" plan termination

    By thepensionmaven,
    • 6 replies
    • 1.2k views

  49. Is she really the employer?

    By Santo Gold,
    • 2 replies
    • 674 views

  50. Inerest rate for pension loans

    By SSRRS,
    • 25 replies
    • 3k views
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