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Retirement Plans in General

5,772 topics in this forum

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

    By BG5150,
    • 7 replies
    • 4.8k views

  2. Prevailing Wage Distribution

    By mjf06241972,
    • 2 replies
    • 1.6k views

  3. Retired or not retired?

    By Peter Gulia,   
    • 41 replies
    • 3.7k views

  4. K-1 income from another partnership

    By Pat Crum,
    • 1 reply
    • 484 views

  5. Money Purchase Plan Distribution

    By 52626,
    • 6 replies
    • 1.2k views

  6. Affiliated Service Group - Earned Income

    By CupidMe,   
    • 1 reply
    • 863 views

  7. 1 company taking over another's 401k plan

    By Santo Gold,
    • 5 replies
    • 1k views

  8. beneficiary accounts - count in TH test?

    By AlbanyConsultant,
    • 1 reply
    • 645 views

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

    By Belgarath,
    • 0 replies
    • 424 views

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

    By KaJay,
    • 11 replies
    • 3.4k views

  11. Service Spanning Rules--link please

    By BG5150,
    • 1 reply
    • 499 views

  12. Reimburse Trustee For Expenses Incurred

    By Earl,
    • 2 replies
    • 695 views

  13. profit sharing contribution but no profits

    By Santo Gold,
    • 4 replies
    • 789 views

  14. Employee HSA Payments

    By mjf06241972,
    • 0 replies
    • 337 views

  15. 1099-Misc income

    By Santo Gold,
    • 10 replies
    • 1.9k views

  16. Schedule C of deceased: living or estate?

    By ldr,   
    • 4 replies
    • 932 views

  17. Fidelity Bond required?

    By perplexedbypensions,
    • 4 replies
    • 1.3k views

  18. 404 DC deduction limit "correction"

    By AndrewZ,
    • 4 replies
    • 1.6k views

  19. 8955-SSA: Total balance or vested balance?

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

  20. Sole prop changes to LLC taxed as unincorporated partnership

    By Belgarath,
    • 6 replies
    • 870 views

  21. First RMD for 70.5

    By ldr,   
    • 5 replies
    • 957 views
    • ldr
    • ldr

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

    By Belgarath,
    • 3 replies
    • 981 views

  23. 410b PS with 401k Safe Harbor Match - coverage

    By imchipbrown,   
    • 11 replies
    • 1k views

  24. Code 410(a)

    By Julie,
    • 2 replies
    • 641 views

  25. Is This An ASG situation?

    By mming,
    • 1 reply
    • 563 views

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

    By IhrtERISA,
    • 2 replies
    • 694 views

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

    By ldr,   
    • 9 replies
    • 1k views

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

    By ldr,   
    • 18 replies
    • 2.6k views

  29. SMM Requirements as to content

    By Belgarath,
    • 2 replies
    • 766 views

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

    By KaJay,
    • 1 reply
    • 710 views

  31. Missed RMD for 2018

    By Cynchbeast,
    • 3 replies
    • 1.1k views

  32. ERISA Claim Appeal Rights for QDRO Participant

    By IhrtERISA,
    • 8 replies
    • 2.2k views

  33. missing participants

    By Peter Gulia,
    • 12 replies
    • 2.7k views

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

    By BG5150,
    • 5 replies
    • 848 views

  35. DOL Audit

    By Belgarath,
    • 4 replies
    • 761 views

  36. Form 8955-SSA

    By Florence,
    • 6 replies
    • 1.7k views

  37. Distribution from Terminated Plan

    By thepensionmaven,
    • 3 replies
    • 749 views

  38. Employee works for more than one company

    By perplexedbypensions,
    • 3 replies
    • 776 views

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

    By rocknrolls2,
    • 1 reply
    • 496 views

  40. rollover incorrectly titled

    By thepensionmaven,
    • 13 replies
    • 1.6k views

  41. top-heavy vesting schedule

    By JustnERPA,
    • 8 replies
    • 2.9k views

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

    By KaJay,
    • 4 replies
    • 2.3k views

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

    By Peter Gulia,
    • 3 replies
    • 1k views

  44. Excludable class of employees

    By Santo Gold,
    • 5 replies
    • 1.1k views

  45. Why should retirement plans be organized around employers?

    By Peter Gulia,
    • 15 replies
    • 1.6k views

  46. Can Trustee be named by job title?

    By digger,
    • 5 replies
    • 1.6k views

  47. Trusts in Controlled Group situations

    By Purplemandinga,
    • 3 replies
    • 4.6k views

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

    By Belgarath,
    • 3 replies
    • 705 views

  49. Unrelated Employers and Code Section 415

    By buckaroo,
    • 2 replies
    • 1.6k views

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

    By BG5150,
    • 2 replies
    • 429 views
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