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Retirement Plans in General

5,791 topics in this forum

  1. Schedule C of deceased: living or estate?

    By ldr,   
    • 4 replies
    • 997 views

  2. Fidelity Bond required?

    By perplexedbypensions,
    • 4 replies
    • 1.4k views

  3. 8955-SSA: Total balance or vested balance?

    By ldr,   
    • 6 replies
    • 2.6k views
    • ldr
    • ldr

  4. 404 DC deduction limit "correction"

    By AndrewZ,
    • 4 replies
    • 1.7k views

  5. First RMD for 70.5

    By ldr,   
    • 5 replies
    • 992 views
    • ldr
    • ldr

  6. Sole prop changes to LLC taxed as unincorporated partnership

    By Belgarath,
    • 6 replies
    • 904 views

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

    By Belgarath,
    • 3 replies
    • 1k views

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

    By ldr,   
    • 18 replies
    • 2.8k views

  9. 410b PS with 401k Safe Harbor Match - coverage

    By imchipbrown,   
    • 11 replies
    • 1.1k views

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

    By ldr,   
    • 9 replies
    • 1k views

  11. Code 410(a)

    By Julie,
    • 2 replies
    • 670 views

  12. Is This An ASG situation?

    By mming,
    • 1 reply
    • 584 views

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

    By IhrtERISA,
    • 2 replies
    • 717 views

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

    By KaJay,
    • 1 reply
    • 802 views

  15. SMM Requirements as to content

    By Belgarath,
    • 2 replies
    • 787 views

  16. Missed RMD for 2018

    By Cynchbeast,
    • 3 replies
    • 1.1k views

  17. ERISA Claim Appeal Rights for QDRO Participant

    By IhrtERISA,
    • 8 replies
    • 2.3k views

  18. DOL Audit

    By Belgarath,
    • 4 replies
    • 808 views

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

    By rocknrolls2,
    • 1 reply
    • 530 views

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

    By BG5150,
    • 5 replies
    • 873 views

  21. Form 8955-SSA

    By Florence,
    • 6 replies
    • 1.7k views

  22. Employee works for more than one company

    By perplexedbypensions,
    • 3 replies
    • 805 views

  23. Distribution from Terminated Plan

    By thepensionmaven,
    • 3 replies
    • 771 views

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

    By Peter Gulia,
    • 3 replies
    • 1k views

  25. rollover incorrectly titled

    By thepensionmaven,
    • 13 replies
    • 1.8k views

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

    By KaJay,
    • 4 replies
    • 2.4k views

  27. top-heavy vesting schedule

    By JustnERPA,
    • 8 replies
    • 3k views

  28. Why should retirement plans be organized around employers?

    By Peter Gulia,
    • 15 replies
    • 1.7k views

  29. Forfeiture of account balance of missing participant

    By Guest Sieve,
    • 11 replies
    • 6.7k views

  30. Excludable class of employees

    By Santo Gold,
    • 5 replies
    • 1.1k views

  31. temp worker, initial eligibility

    By M Norton,
    • 17 replies
    • 4.7k views

  32. Can Trustee be named by job title?

    By digger,
    • 5 replies
    • 1.7k views

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

    By BG5150,
    • 2 replies
    • 444 views

  34. Trusts in Controlled Group situations

    By Purplemandinga,
    • 3 replies
    • 4.7k views

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

    By Belgarath,
    • 3 replies
    • 728 views

  36. Unrelated Employers and Code Section 415

    By buckaroo,
    • 2 replies
    • 1.6k views

  37. Controlled group - married couple-separate business

    By Tom,
    • 6 replies
    • 6.7k views

  38. NonResident Alien Now Resident Alien - Service and Comp

    By Gilmore,
    • 2 replies
    • 571 views

  39. Plan and fiscal year don't match

    By Belgarath,
    • 2 replies
    • 1.2k views

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

    By Pxhesq,
    • 5 replies
    • 788 views

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

    By Peter Gulia,   
    • 2 replies
    • 487 views

  42. IRS FIRE website shutdown dates

    By Tom Poje,
    • 0 replies
    • 866 views

  43. Replacement Plan

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

  44. vesting on contributions

    By Santo Gold,
    • 12 replies
    • 2k views

  45. The "Qualified Business Income" deduction

    By Belgarath,
    • 3 replies
    • 961 views

  46. TH - Related Rollovers

    By JackS,
    • 8 replies
    • 2.5k views

  47. Fringe benefits

    By K2retire,   
    • 4 replies
    • 4.4k views

  48. IRS levy overpaid in error by employer

    By Brian,
    • 0 replies
    • 459 views

  49. Inerest rate for pension loans

    By SSRRS,
    • 25 replies
    • 3.1k views

  50. Revoking a TEFRA 242(b) election

    By TPATC,   
    • 0 replies
    • 876 views
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