Retirement Plans in General

5,753 topics in this forum

1. Plan and fiscal year don't match

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

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

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

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

   By Peter Gulia, November 27, 2018   

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

4. IRS FIRE website shutdown dates

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

5. Replacement Plan

   By K2, November 14, 2018
   • 6 replies
   • 1.4k views
   • 
   • K2
   • November 19, 2018

6. vesting on contributions

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

7. The "Qualified Business Income" deduction

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

8. TH - Related Rollovers

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

9. Fringe benefits

   By K2retire, February 7, 2017   

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

10. IRS levy overpaid in error by employer

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

11. Inerest rate for pension loans

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

12. Revoking a TEFRA 242(b) election

    By TPATC, November 9, 2018   

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

13. Participant in tax treaty countries

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

14. 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
    • 862 views
    • 
    • Kevin C
    • November 7, 2018

15. 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

16. "Partial" plan termination

    By thepensionmaven, October 31, 2018
    • 6 replies
    • 1.2k views
    • 
    • thepensionmaven
    • November 5, 2018

17. 2019 COLAs Released by IRS

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

18. Is she really the employer?

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

19. projected limits for 2019

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

20. Waiver of Participation

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

21. How to locate copies of prior 5500EZ Forms

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

22. changes to EPCRS - VCP filings

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

23. Receivable Employer Contributions

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

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

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

25. DC Contribution made to DB account

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

26. Former Employee now 1099

    By MGOAdmin, October 16, 2018   

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

27. PBGC question on 5500 reports

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

28. Spanish SARs and SPDs...

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

29. PS funding deadline - not 12 months?

    By AlbanyConsultant, September 6, 2018
    • 11 replies
    • 2.5k views
    • 
    • Tom Poje
    • October 12, 2018

30. What documents needed to replace Recordkeeper/Trustee?

    By TaxLawyer1978, October 8, 2018
    • 14 replies
    • 3.4k views
    • 
    • imchipbrown
    • October 10, 2018

31. 5500EZ 5500SF

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

32. 5500EZ and IRS agent

    By SoCalActuary, October 5, 2018   

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

33. CPC Question

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

34. leased employees and compensation

    By M Norton, October 2, 2018   

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

35. DFVC filing for large plan

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

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

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

37. Controlled Group

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

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

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

39. Uniform points plan fails nondiscrimination testing

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

40. Invoice on plan paid out of different plan

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

41. Question re: invalidating TDA non-ERISA status

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

42. EIN for trust

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

43. Gap period earnings for 415 excesses

    By BG5150, September 18, 2018
    • 1 reply
    • 793 views
    • 
    • BG5150
    • September 18, 2018

44. Sched C and Medical Ins

    By Earl, September 12, 2018
    • 4 replies
    • 609 views
    • 
    • Earl
    • September 18, 2018

45. Integrated PS Allocation for Self-Employed Individuals - Excel

    By PensionPro, September 17, 2018
    • 6 replies
    • 1.8k views
    • 
    • PensionPro
    • September 17, 2018

46. Combo DC/DB Plan

    By ERISAAPPLE, September 14, 2018
    • 1 reply
    • 935 views
    • 
    • C. B. Zeller
    • September 14, 2018

47. Successor Plan when Previous Plan is TH

    By BG5150, September 13, 2018
    • 2 replies
    • 570 views
    • 
    • C. B. Zeller
    • September 13, 2018

48. deadline for making employee contriubtion

    By thepensionmaven, September 12, 2018
    • 3 replies
    • 670 views
    • 
    • thepensionmaven
    • September 12, 2018

49. Top Heavy Determination and Forfeiture Account

    By Gilmore, September 6, 2018
    • 3 replies
    • 1k views
    • 
    • Gilmore
    • September 12, 2018

50. Sale of Employer Securities From Plan

    By mming, September 6, 2018
    • 9 replies
    • 1.8k views
    • 
    • mming
    • September 11, 2018