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Retirement Plans in General

5,802 topics in this forum

  1. Money Purchase Plan Distribution

    By 52626,
    • 6 replies
    • 1.3k views

  2. K-1 income from another partnership

    By Pat Crum,
    • 1 reply
    • 559 views

  3. 1 company taking over another's 401k plan

    By Santo Gold,
    • 5 replies
    • 1.2k views

  4. beneficiary accounts - count in TH test?

    By AlbanyConsultant,
    • 1 reply
    • 733 views

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

    By KaJay,
    • 11 replies
    • 4.8k views

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

    By Belgarath,
    • 0 replies
    • 458 views

  7. Service Spanning Rules--link please

    By BG5150,
    • 1 reply
    • 551 views

  8. Reimburse Trustee For Expenses Incurred

    By Earl,
    • 2 replies
    • 762 views

  9. profit sharing contribution but no profits

    By Santo Gold,
    • 4 replies
    • 898 views

  10. Employee HSA Payments

    By mjf06241972,
    • 0 replies
    • 384 views

  11. 1099-Misc income

    By Santo Gold,
    • 10 replies
    • 2.1k views

  12. Schedule C of deceased: living or estate?

    By ldr,   
    • 4 replies
    • 1.1k views

  13. Fidelity Bond required?

    By perplexedbypensions,
    • 4 replies
    • 1.5k views

  14. 8955-SSA: Total balance or vested balance?

    By ldr,   
    • 6 replies
    • 2.7k views
    • ldr
    • ldr

  15. 404 DC deduction limit "correction"

    By AndrewZ,
    • 4 replies
    • 1.7k views

  16. First RMD for 70.5

    By ldr,   
    • 5 replies
    • 1k views
    • ldr
    • ldr

  17. Sole prop changes to LLC taxed as unincorporated partnership

    By Belgarath,
    • 6 replies
    • 991 views

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

    By Belgarath,
    • 3 replies
    • 1.1k views

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

    By ldr,   
    • 18 replies
    • 3k views

  20. 410b PS with 401k Safe Harbor Match - coverage

    By imchipbrown,   
    • 11 replies
    • 1.2k views

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

    By ldr,   
    • 9 replies
    • 1.1k views

  22. Code 410(a)

    By Julie,
    • 2 replies
    • 715 views

  23. Is This An ASG situation?

    By mming,
    • 1 reply
    • 620 views

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

    By IhrtERISA,
    • 2 replies
    • 760 views

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

    By KaJay,
    • 1 reply
    • 883 views

  26. SMM Requirements as to content

    By Belgarath,
    • 2 replies
    • 822 views

  27. Missed RMD for 2018

    By Cynchbeast,
    • 3 replies
    • 1.1k views

  28. ERISA Claim Appeal Rights for QDRO Participant

    By IhrtERISA,
    • 8 replies
    • 2.4k views

  29. DOL Audit

    By Belgarath,
    • 4 replies
    • 864 views

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

    By rocknrolls2,
    • 1 reply
    • 577 views

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

    By BG5150,
    • 5 replies
    • 919 views

  32. Form 8955-SSA

    By Florence,
    • 6 replies
    • 1.8k views

  33. Employee works for more than one company

    By perplexedbypensions,
    • 3 replies
    • 875 views

  34. Distribution from Terminated Plan

    By thepensionmaven,
    • 3 replies
    • 816 views

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

    By Peter Gulia,
    • 3 replies
    • 1.1k views

  36. rollover incorrectly titled

    By thepensionmaven,
    • 13 replies
    • 2k views

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

    By KaJay,
    • 4 replies
    • 2.5k views

  38. top-heavy vesting schedule

    By JustnERPA,
    • 8 replies
    • 3k views

  39. Why should retirement plans be organized around employers?

    By Peter Gulia,
    • 15 replies
    • 1.9k views

  40. Forfeiture of account balance of missing participant

    By Guest Sieve,
    • 11 replies
    • 6.8k views

  41. Excludable class of employees

    By Santo Gold,
    • 5 replies
    • 1.2k views

  42. temp worker, initial eligibility

    By M Norton,
    • 17 replies
    • 5k views

  43. Can Trustee be named by job title?

    By digger,
    • 5 replies
    • 1.8k views

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

    By BG5150,
    • 2 replies
    • 473 views

  45. Trusts in Controlled Group situations

    By Purplemandinga,
    • 3 replies
    • 4.9k views

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

    By Belgarath,
    • 3 replies
    • 765 views

  47. Unrelated Employers and Code Section 415

    By buckaroo,
    • 2 replies
    • 1.7k views

  48. Controlled group - married couple-separate business

    By Tom,
    • 6 replies
    • 6.9k views

  49. NonResident Alien Now Resident Alien - Service and Comp

    By Gilmore,
    • 2 replies
    • 601 views

  50. Plan and fiscal year don't match

    By Belgarath,
    • 2 replies
    • 1.3k views
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