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Retirement Plans in General

5,781 topics in this forum

  1. Code 410(a)

    By Julie,
    • 2 replies
    • 662 views

  2. Is This An ASG situation?

    By mming,
    • 1 reply
    • 579 views

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

    By IhrtERISA,
    • 2 replies
    • 708 views

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

    By KaJay,
    • 1 reply
    • 767 views

  5. SMM Requirements as to content

    By Belgarath,
    • 2 replies
    • 779 views

  6. Missed RMD for 2018

    By Cynchbeast,
    • 3 replies
    • 1.1k views

  7. ERISA Claim Appeal Rights for QDRO Participant

    By IhrtERISA,
    • 8 replies
    • 2.3k views

  8. DOL Audit

    By Belgarath,
    • 4 replies
    • 787 views

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

    By rocknrolls2,
    • 1 reply
    • 514 views

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

    By BG5150,
    • 5 replies
    • 867 views

  11. Form 8955-SSA

    By Florence,
    • 6 replies
    • 1.7k views

  12. Employee works for more than one company

    By perplexedbypensions,
    • 3 replies
    • 790 views

  13. Distribution from Terminated Plan

    By thepensionmaven,
    • 3 replies
    • 765 views

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

    By Peter Gulia,
    • 3 replies
    • 1k views

  15. rollover incorrectly titled

    By thepensionmaven,
    • 13 replies
    • 1.7k views

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

    By KaJay,
    • 4 replies
    • 2.3k views

  17. top-heavy vesting schedule

    By JustnERPA,
    • 8 replies
    • 2.9k views

  18. Why should retirement plans be organized around employers?

    By Peter Gulia,
    • 15 replies
    • 1.7k views

  19. Forfeiture of account balance of missing participant

    By Guest Sieve,
    • 11 replies
    • 6.7k views

  20. Excludable class of employees

    By Santo Gold,
    • 5 replies
    • 1.1k views

  21. temp worker, initial eligibility

    By M Norton,
    • 17 replies
    • 4.6k views

  22. Can Trustee be named by job title?

    By digger,
    • 5 replies
    • 1.7k views

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

    By BG5150,
    • 2 replies
    • 439 views

  24. Trusts in Controlled Group situations

    By Purplemandinga,
    • 3 replies
    • 4.7k views

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

    By Belgarath,
    • 3 replies
    • 715 views

  26. Unrelated Employers and Code Section 415

    By buckaroo,
    • 2 replies
    • 1.6k views

  27. Controlled group - married couple-separate business

    By Tom,
    • 6 replies
    • 6.5k views

  28. NonResident Alien Now Resident Alien - Service and Comp

    By Gilmore,
    • 2 replies
    • 564 views

  29. Plan and fiscal year don't match

    By Belgarath,
    • 2 replies
    • 1.2k views

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

    By Pxhesq,
    • 5 replies
    • 781 views

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

    By Peter Gulia,   
    • 2 replies
    • 480 views

  32. IRS FIRE website shutdown dates

    By Tom Poje,
    • 0 replies
    • 855 views

  33. Replacement Plan

    By K2,
    • 6 replies
    • 1.5k views
    • K2
    • K2

  34. vesting on contributions

    By Santo Gold,
    • 12 replies
    • 1.8k views

  35. The "Qualified Business Income" deduction

    By Belgarath,
    • 3 replies
    • 948 views

  36. TH - Related Rollovers

    By JackS,
    • 8 replies
    • 2.5k views

  37. Fringe benefits

    By K2retire,   
    • 4 replies
    • 4.3k views

  38. IRS levy overpaid in error by employer

    By Brian,
    • 0 replies
    • 448 views

  39. Inerest rate for pension loans

    By SSRRS,
    • 25 replies
    • 3.1k views

  40. Revoking a TEFRA 242(b) election

    By TPATC,   
    • 0 replies
    • 869 views

  41. Participant in tax treaty countries

    By Susans,
    • 1 reply
    • 675 views

  42. 411(d)(6)--Option to purchase annuity

    By Dalai Pookah,   
    • 2 replies
    • 888 views

  43. Does a plan tax-report payments on Form 1099-MISC?

    By Peter Gulia,   
    • 7 replies
    • 3.7k views

  44. "Partial" plan termination

    By thepensionmaven,
    • 6 replies
    • 1.3k views

  45. 2019 COLAs Released by IRS

    By Lois Baker,
    • 3 replies
    • 737 views

  46. Is she really the employer?

    By Santo Gold,
    • 2 replies
    • 703 views

  47. projected limits for 2019

    By Tom Poje,
    • 16 replies
    • 2.8k views

  48. Waiver of Participation

    By Lynn Campbell,
    • 5 replies
    • 3.5k views

  49. How to locate copies of prior 5500EZ Forms

    By SDS,
    • 3 replies
    • 1.5k views

  50. changes to EPCRS - VCP filings

    By Tom Poje,
    • 2 replies
    • 860 views
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