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Retirement Plans in General

5,811 topics in this forum

  1. The Worst Plan Ever

    By Dave401k,
    • 7 replies
    • 1k views

  2. contribution due or not - senior moment

    By thepensionmaven,
    • 3 replies
    • 672 views

  3. S Corporation and 2% Shareholder Health Insurance

    By mjf06241972,
    • 7 replies
    • 9.3k views

  4. Permissive aggregation for coverage testing

    By Belgarath,
    • 6 replies
    • 3.6k views

  5. What do you do with a recalcitrant participant?

    By Peter Gulia,   
    • 21 replies
    • 2.3k views

  6. IRS website survey

    By ombskid,
    • 2 replies
    • 798 views

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

    By BG5150,
    • 7 replies
    • 5.2k views

  8. Prevailing Wage Distribution

    By mjf06241972,
    • 2 replies
    • 1.8k views

  9. Affiliated Service Group - Earned Income

    By CupidMe,   
    • 1 reply
    • 984 views

  10. Money Purchase Plan Distribution

    By 52626,
    • 6 replies
    • 1.3k views

  11. K-1 income from another partnership

    By Pat Crum,
    • 1 reply
    • 579 views

  12. 1 company taking over another's 401k plan

    By Santo Gold,
    • 5 replies
    • 1.3k views

  13. beneficiary accounts - count in TH test?

    By AlbanyConsultant,
    • 1 reply
    • 753 views

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

    By KaJay,
    • 11 replies
    • 5k views

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

    By Belgarath,
    • 0 replies
    • 478 views

  16. Service Spanning Rules--link please

    By BG5150,
    • 1 reply
    • 570 views

  17. Reimburse Trustee For Expenses Incurred

    By Earl,
    • 2 replies
    • 785 views

  18. profit sharing contribution but no profits

    By Santo Gold,
    • 4 replies
    • 941 views

  19. Employee HSA Payments

    By mjf06241972,
    • 0 replies
    • 407 views

  20. 1099-Misc income

    By Santo Gold,
    • 10 replies
    • 2.1k views

  21. Schedule C of deceased: living or estate?

    By ldr,   
    • 4 replies
    • 1.1k views

  22. Fidelity Bond required?

    By perplexedbypensions,
    • 4 replies
    • 1.5k views

  23. 8955-SSA: Total balance or vested balance?

    By ldr,   
    • 6 replies
    • 2.8k views
    • ldr
    • ldr

  24. 404 DC deduction limit "correction"

    By AndrewZ,
    • 4 replies
    • 1.8k views

  25. First RMD for 70.5

    By ldr,   
    • 5 replies
    • 1.1k views
    • ldr
    • ldr

  26. Sole prop changes to LLC taxed as unincorporated partnership

    By Belgarath,
    • 6 replies
    • 1k views

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

    By Belgarath,
    • 3 replies
    • 1.1k views

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

    By ldr,   
    • 18 replies
    • 3k views

  29. 410b PS with 401k Safe Harbor Match - coverage

    By imchipbrown,   
    • 11 replies
    • 1.2k views

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

    By ldr,   
    • 9 replies
    • 1.2k views

  31. Code 410(a)

    By Julie,
    • 2 replies
    • 748 views

  32. Is This An ASG situation?

    By mming,
    • 1 reply
    • 640 views

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

    By IhrtERISA,
    • 2 replies
    • 776 views

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

    By KaJay,
    • 1 reply
    • 920 views

  35. SMM Requirements as to content

    By Belgarath,
    • 2 replies
    • 841 views

  36. Missed RMD for 2018

    By Cynchbeast,
    • 3 replies
    • 1.2k views

  37. ERISA Claim Appeal Rights for QDRO Participant

    By IhrtERISA,
    • 8 replies
    • 2.4k views

  38. DOL Audit

    By Belgarath,
    • 4 replies
    • 908 views

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

    By rocknrolls2,
    • 1 reply
    • 605 views

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

    By BG5150,
    • 5 replies
    • 941 views

  41. Form 8955-SSA

    By Florence,
    • 6 replies
    • 1.8k views

  42. Employee works for more than one company

    By perplexedbypensions,
    • 3 replies
    • 894 views

  43. Distribution from Terminated Plan

    By thepensionmaven,
    • 3 replies
    • 834 views

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

    By Peter Gulia,
    • 3 replies
    • 1.1k views

  45. rollover incorrectly titled

    By thepensionmaven,
    • 13 replies
    • 2.1k views

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

    By KaJay,
    • 4 replies
    • 2.6k views

  47. top-heavy vesting schedule

    By JustnERPA,
    • 8 replies
    • 3.1k views

  48. Why should retirement plans be organized around employers?

    By Peter Gulia,
    • 15 replies
    • 1.9k views

  49. Forfeiture of account balance of missing participant

    By Guest Sieve,
    • 11 replies
    • 6.8k views

  50. Excludable class of employees

    By Santo Gold,
    • 5 replies
    • 1.2k views
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