Retirement Plans in General

5,772 topics in this forum

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

   By BG5150, January 3, 2019
   • 5 replies
   • 848 views
   • 
   • BG5150
   • January 3, 2019

2. Form 8955-SSA

   By Florence, December 29, 2018
   • 6 replies
   • 1.7k views
   • 
   • Larry Starr
   • January 3, 2019

3. Employee works for more than one company

   By perplexedbypensions, December 28, 2018
   • 3 replies
   • 776 views
   • 
   • david rigby
   • January 2, 2019

4. Distribution from Terminated Plan

   By thepensionmaven, December 29, 2018
   • 3 replies
   • 749 views
   • 
   • Bird
   • December 31, 2018

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

   By Peter Gulia, December 12, 2018
   • 3 replies
   • 1k views
   • 
   • Peter Gulia
   • December 21, 2018

6. rollover incorrectly titled

   By thepensionmaven, December 19, 2018
   • 13 replies
   • 1.6k views
   • 
   • Larry Starr
   • December 20, 2018

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

   By KaJay, December 17, 2018
   • 4 replies
   • 2.3k views
   • 
   • KaJay
   • December 19, 2018

8. top-heavy vesting schedule

   By JustnERPA, December 18, 2018
   • 8 replies
   • 2.9k views
   • 
   • BG5150
   • December 19, 2018

9. Why should retirement plans be organized around employers?

   By Peter Gulia, December 10, 2018
   • 15 replies
   • 1.6k views
   • 
   • RatherBeGolfing
   • December 14, 2018

10. Forfeiture of account balance of missing participant

    By Guest Sieve, July 9, 2008
    • 11 replies
    • 6.7k views
    • 
    • AKowalski
    • December 13, 2018

11. Excludable class of employees

    By Santo Gold, December 10, 2018
    • 5 replies
    • 1.1k views
    • 
    • JackS
    • December 13, 2018

12. temp worker, initial eligibility

    By M Norton, November 2, 2018
    • 17 replies
    • 4.5k views
    • 
    • AKowalski
    • December 12, 2018

13. Can Trustee be named by job title?

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

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

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

15. Trusts in Controlled Group situations

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

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

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

17. Unrelated Employers and Code Section 415

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

18. Controlled group - married couple-separate business

    By Tom, December 14, 2017
    • 6 replies
    • 6.4k views
    • 
    • Rhiannon
    • December 4, 2018

19. NonResident Alien Now Resident Alien - Service and Comp

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

20. Plan and fiscal year don't match

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

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

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

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

    By Peter Gulia, November 27, 2018   

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

23. IRS FIRE website shutdown dates

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

24. Replacement Plan

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

25. vesting on contributions

    By Santo Gold, November 15, 2018
    • 12 replies
    • 1.8k views
    • 
    • Peter Gulia
    • November 16, 2018

26. The "Qualified Business Income" deduction

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

27. TH - Related Rollovers

    By JackS, November 13, 2018
    • 8 replies
    • 2.5k views
    • 
    • Luke Bailey
    • November 15, 2018

28. Fringe benefits

    By K2retire, February 7, 2017   

    • compensation definition
    • excluded compensation
    • 4 replies
    • 4.3k views
    • 
    • ERISADC
    • November 14, 2018

29. IRS levy overpaid in error by employer

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

30. Inerest rate for pension loans

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

31. Revoking a TEFRA 242(b) election

    By TPATC, November 9, 2018   

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

32. Participant in tax treaty countries

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

33. 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
    • 878 views
    • 
    • Kevin C
    • November 7, 2018

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

    By Peter Gulia, April 15, 2016   

    • 1099-MISC
    • 7 replies
    • 3.6k views
    • 
    • aGordeno
    • November 7, 2018

35. "Partial" plan termination

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

36. 2019 COLAs Released by IRS

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

37. Is she really the employer?

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

38. projected limits for 2019

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

39. Waiver of Participation

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

40. How to locate copies of prior 5500EZ Forms

    By SDS, October 19, 2018
    • 3 replies
    • 1.5k views
    • 
    • PensionPro
    • October 22, 2018

41. changes to EPCRS - VCP filings

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

42. Receivable Employer Contributions

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

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

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

44. DC Contribution made to DB account

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

45. Former Employee now 1099

    By MGOAdmin, October 16, 2018   

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

46. PBGC question on 5500 reports

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

47. Spanish SARs and SPDs...

    By ESOP Guy, October 11, 2018
    • 3 replies
    • 1.8k views
    • 
    • ESOP Guy
    • October 12, 2018

48. PS funding deadline - not 12 months?

    By AlbanyConsultant, September 6, 2018
    • 11 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 12, 2018

49. What documents needed to replace Recordkeeper/Trustee?

    By TaxLawyer1978, October 8, 2018
    • 14 replies
    • 3.6k views
    • 
    • imchipbrown
    • October 10, 2018

50. 5500EZ 5500SF

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