Retirement Plans in General

5,761 topics in this forum

1. temp worker, initial eligibility

   By M Norton, November 2, 2018
   • 17 replies
   • 4.4k views
   • 
   • AKowalski
   • December 12, 2018

2. Can Trustee be named by job title?

   By digger, December 7, 2018
   • 5 replies
   • 1.6k views
   • 
   • RPAS
   • December 11, 2018

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

   By BG5150, December 3, 2018
   • 2 replies
   • 425 views
   • 
   • Kevin C
   • December 10, 2018

4. Trusts in Controlled Group situations

   By Purplemandinga, December 7, 2018
   • 3 replies
   • 4.6k views
   • 
   • Purplemandinga
   • December 10, 2018

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

   By Belgarath, December 6, 2018
   • 3 replies
   • 696 views
   • 
   • Belgarath
   • December 6, 2018

6. Unrelated Employers and Code Section 415

   By buckaroo, December 5, 2018
   • 2 replies
   • 1.6k views
   • 
   • Larry Starr
   • December 5, 2018

7. Controlled group - married couple-separate business

   By Tom, December 14, 2017
   • 6 replies
   • 6.3k views
   • 
   • Rhiannon
   • December 4, 2018

8. NonResident Alien Now Resident Alien - Service and Comp

   By Gilmore, December 3, 2018
   • 2 replies
   • 552 views
   • 
   • Gilmore
   • December 3, 2018

9. Plan and fiscal year don't match

   By Belgarath, November 30, 2018
   • 2 replies
   • 1.2k views
   • 
   • Belgarath
   • December 3, 2018

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

    By Pxhesq, November 29, 2018
    • 5 replies
    • 755 views
    • 
    • C. B. Zeller
    • November 30, 2018

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

    By Peter Gulia, November 27, 2018   

    • legislation; senate rules; reconciliation
    • 2 replies
    • 459 views
    • 
    • Peter Gulia
    • November 27, 2018

12. IRS FIRE website shutdown dates

    By Tom Poje, November 20, 2018
    • 0 replies
    • 835 views
    • 
    • Tom Poje
    • November 20, 2018

13. Replacement Plan

    By K2, November 14, 2018
    • 6 replies
    • 1.5k views
    • 
    • K2
    • November 19, 2018

14. vesting on contributions

    By Santo Gold, November 15, 2018
    • 12 replies
    • 1.7k views
    • 
    • Peter Gulia
    • November 16, 2018

15. The "Qualified Business Income" deduction

    By Belgarath, November 15, 2018
    • 3 replies
    • 926 views
    • 
    • Belgarath
    • November 16, 2018

16. TH - Related Rollovers

    By JackS, November 13, 2018
    • 8 replies
    • 2.4k views
    • 
    • Luke Bailey
    • November 15, 2018

17. Fringe benefits

    By K2retire, February 7, 2017   

    • compensation definition
    • excluded compensation
    • 4 replies
    • 4.2k views
    • 
    • ERISADC
    • November 14, 2018

18. IRS levy overpaid in error by employer

    By Brian, November 12, 2018
    • 0 replies
    • 413 views
    • 
    • Brian
    • November 12, 2018

19. Inerest rate for pension loans

    By SSRRS, October 24, 2018
    • 25 replies
    • 3k views
    • 
    • Larry Starr
    • November 10, 2018

20. Revoking a TEFRA 242(b) election

    By TPATC, November 9, 2018   

    • 401(k)
    • minimum required distributions
    • 0 replies
    • 830 views
    • 
    • TPATC
    • November 9, 2018

21. Participant in tax treaty countries

    By Susans, November 6, 2018
    • 1 reply
    • 656 views
    • 
    • Luke Bailey
    • November 7, 2018

22. 411(d)(6)--Option to purchase annuity

    By Dalai Pookah, November 6, 2018   

    • distribution options
    • 411(d)(6)
    • (and 1 more)

      Tagged with:

      • distribution options
      • 411(d)(6)
      • document
    • 2 replies
    • 868 views
    • 
    • Kevin C
    • November 7, 2018

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

    By Peter Gulia, April 15, 2016   

    • 1099-MISC
    • 7 replies
    • 3.5k views
    • 
    • aGordeno
    • November 7, 2018

24. "Partial" plan termination

    By thepensionmaven, October 31, 2018
    • 6 replies
    • 1.3k views
    • 
    • thepensionmaven
    • November 5, 2018

25. 2019 COLAs Released by IRS

    By Lois Baker, November 1, 2018
    • 3 replies
    • 719 views
    • 
    • Tom Poje
    • November 1, 2018

26. Is she really the employer?

    By Santo Gold, October 29, 2018
    • 2 replies
    • 683 views
    • 
    • Larry Starr
    • October 30, 2018

27. projected limits for 2019

    By Tom Poje, June 12, 2018
    • 16 replies
    • 2.8k views
    • 
    • shERPA
    • October 26, 2018

28. Waiver of Participation

    By Lynn Campbell, August 6, 2003
    • 5 replies
    • 3.5k views
    • 
    • Tom Poje
    • October 25, 2018

29. How to locate copies of prior 5500EZ Forms

    By SDS, October 19, 2018
    • 3 replies
    • 1.4k views
    • 
    • PensionPro
    • October 22, 2018

30. changes to EPCRS - VCP filings

    By Tom Poje, October 1, 2018
    • 2 replies
    • 835 views
    • 
    • Carol V. Calhoun
    • October 22, 2018

31. Receivable Employer Contributions

    By msmith, October 17, 2018
    • 6 replies
    • 1.2k views
    • 
    • ESOP Guy
    • October 22, 2018

32. Withholding rules for Canadian's annuity directly deposited to US banking institution

    By KaJay, October 19, 2018
    • 2 replies
    • 648 views
    • 
    • KaJay
    • October 19, 2018

33. DC Contribution made to DB account

    By SSRRS, October 18, 2018
    • 1 reply
    • 469 views
    • 
    • david rigby
    • October 19, 2018

34. Former Employee now 1099

    By MGOAdmin, October 16, 2018   

    • 1099
    • related
    • 3 replies
    • 818 views
    • 
    • Luke Bailey
    • October 17, 2018

35. PBGC question on 5500 reports

    By Cynchbeast, October 12, 2018
    • 5 replies
    • 816 views
    • 
    • Lou S.
    • October 15, 2018

36. Spanish SARs and SPDs...

    By ESOP Guy, October 11, 2018
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • October 12, 2018

37. PS funding deadline - not 12 months?

    By AlbanyConsultant, September 6, 2018
    • 11 replies
    • 2.7k views
    • 
    • Tom Poje
    • October 12, 2018

38. What documents needed to replace Recordkeeper/Trustee?

    By TaxLawyer1978, October 8, 2018
    • 14 replies
    • 3.5k views
    • 
    • imchipbrown
    • October 10, 2018

39. 5500EZ 5500SF

    By mjf06241972, September 27, 2018
    • 18 replies
    • 1.4k views
    • 
    • Larry Starr
    • October 8, 2018

40. 5500EZ and IRS agent

    By SoCalActuary, October 5, 2018   

    • rmd
    • 5500ez
    • 3 replies
    • 705 views
    • 
    • Mike Preston
    • October 5, 2018

41. CPC Question

    By Madison71, October 4, 2018
    • 5 replies
    • 1.1k views
    • 
    • Mr Bagwell
    • October 5, 2018

42. leased employees and compensation

    By M Norton, October 2, 2018   

    • leased
    • compensation
    • 3 replies
    • 1.2k views
    • 
    • Larry Starr
    • October 3, 2018

43. DFVC filing for large plan

    By Cynchbeast, September 27, 2018
    • 9 replies
    • 824 views
    • 
    • Bob the Swimmer
    • September 30, 2018

44. VFCP - excise tax on ERISA 406(b)(2) transaction

    By TaxLawyer1978, September 26, 2018
    • 3 replies
    • 888 views
    • 
    • Luke Bailey
    • September 28, 2018

45. Controlled Group

    By jpod, September 28, 2018
    • 1 reply
    • 568 views
    • 
    • jpod
    • September 28, 2018

46. Not a controlled group - not an ASG - how to define

    By dottie, September 26, 2018
    • 5 replies
    • 667 views
    • 
    • PensionPro
    • September 28, 2018

47. Uniform points plan fails nondiscrimination testing

    By Belgarath, September 24, 2018
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • September 24, 2018

48. Invoice on plan paid out of different plan

    By TaxLawyer1978, September 19, 2018
    • 4 replies
    • 888 views
    • 
    • Luke Bailey
    • September 20, 2018

49. Question re: invalidating TDA non-ERISA status

    By TaxLawyer1978, September 19, 2018
    • 4 replies
    • 614 views
    • 
    • Patricia Neal Jensen
    • September 20, 2018

50. EIN for trust

    By Cynchbeast, September 17, 2018
    • 3 replies
    • 472 views
    • 
    • Larry Starr
    • September 19, 2018