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Retirement Plans in General

5,753 topics in this forum

  1. How to locate copies of prior 5500EZ Forms

    By SDS,
    • 3 replies
    • 1.4k views

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

    By KaJay,
    • 2 replies
    • 637 views

  3. DC Contribution made to DB account

    By SSRRS,
    • 1 reply
    • 463 views

  4. Receivable Employer Contributions

    By msmith,
    • 6 replies
    • 1.2k views

  5. Former Employee now 1099

    By MGOAdmin,   
    • 3 replies
    • 806 views

  6. PBGC question on 5500 reports

    By Cynchbeast,
    • 5 replies
    • 806 views

  7. Spanish SARs and SPDs...

    By ESOP Guy,
    • 3 replies
    • 1.7k views

  8. What documents needed to replace Recordkeeper/Trustee?

    By TaxLawyer1978,
    • 14 replies
    • 3.4k views

  9. 5500EZ and IRS agent

    By SoCalActuary,   
    • 3 replies
    • 696 views

  10. CPC Question

    By Madison71,
    • 5 replies
    • 1.1k views

  11. leased employees and compensation

    By M Norton,   
    • 3 replies
    • 1.2k views

  12. changes to EPCRS - VCP filings

    By Tom Poje,
    • 2 replies
    • 821 views

  13. Controlled Group

    By jpod,
    • 1 reply
    • 556 views
    • jpod
    • jpod

  14. 5500EZ 5500SF

    By mjf06241972,
    • 18 replies
    • 1.4k views

  15. DFVC filing for large plan

    By Cynchbeast,
    • 9 replies
    • 819 views

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

    By TaxLawyer1978,
    • 3 replies
    • 880 views

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

    By dottie,
    • 5 replies
    • 658 views

  18. Uniform points plan fails nondiscrimination testing

    By Belgarath,
    • 7 replies
    • 1.2k views

  19. Question re: invalidating TDA non-ERISA status

    By TaxLawyer1978,
    • 4 replies
    • 606 views

  20. Invoice on plan paid out of different plan

    By TaxLawyer1978,
    • 4 replies
    • 876 views

  21. Gap period earnings for 415 excesses

    By BG5150,
    • 1 reply
    • 793 views

  22. EIN for trust

    By Cynchbeast,
    • 3 replies
    • 467 views

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

    By PensionPro,
    • 6 replies
    • 1.8k views

  24. Combo DC/DB Plan

    By ERISAAPPLE,
    • 1 reply
    • 935 views

  25. Successor Plan when Previous Plan is TH

    By BG5150,
    • 2 replies
    • 570 views

  26. Sched C and Medical Ins

    By Earl,
    • 4 replies
    • 609 views
    • Earl
    • Earl

  27. deadline for making employee contriubtion

    By thepensionmaven,
    • 3 replies
    • 670 views

  28. Reasonable Classification - ABT

    By EBECatty,
    • 26 replies
    • 3.5k views

  29. Does an insurance company check whether its fidelity bond covers someone convicted of a crime?

    By Peter Gulia,   
    • 7 replies
    • 1.1k views

  30. 414(s) compensation testing

    By AKconsult,
    • 3 replies
    • 1.2k views

  31. Terminated PSP, sole trustee passed away years ago

    By thepensionmaven,
    • 6 replies
    • 1.6k views
    • Bird
    • Bird

  32. Sale of Employer Securities From Plan

    By mming,
    • 9 replies
    • 1.8k views

  33. plan start date for sole proprietor

    By cpc0506,
    • 9 replies
    • 2.2k views

  34. Participant count for large plan

    By Cynchbeast,
    • 8 replies
    • 672 views

  35. Top Heavy Determination and Forfeiture Account

    By Gilmore,
    • 3 replies
    • 1k views

  36. PS funding deadline - not 12 months?

    By AlbanyConsultant,
    • 11 replies
    • 2.5k views

  37. New plan trust funded before year end?

    By Purplemandinga,
    • 9 replies
    • 779 views

  38. Trump executive order boosts MEPs (PEP? ARP?)

    By RatherBeGolfing,
    • 15 replies
    • 1.1k views
    • ACK
    • ACK

  39. Starting 401k plan with an existing DB Plan

    By coleboy,
    • 3 replies
    • 514 views

  40. DB restatement for PPA

    By Cynchbeast,
    • 2 replies
    • 1.2k views

  41. IRC 414(d) Governmental instrumentality

    By Purplemandinga,
    • 3 replies
    • 989 views

  42. 25% Deduction limit in pro-rata allocation

    By Becky Schwing,
    • 26 replies
    • 3.8k views

  43. Contribution Deadline for a C Corporation

    By bzorc,   
    • 3 replies
    • 768 views

  44. Partial Plan Termination?

    By cheersmate,   
    • 13 replies
    • 1.7k views

  45. LLP "Income" for contribution calculation

    By thepensionmaven,
    • 1 reply
    • 432 views

  46. What is an Enrolled Retirement Plan Agent allowed to do?

    By Peter Gulia,   
    • 14 replies
    • 2.5k views

  47. Include ONE union employee in PS/401k Plan

    By imchipbrown,
    • 9 replies
    • 3.3k views

  48. ROBS

    By jpod,
    • 14 replies
    • 1.5k views

  49. Affiliated Service Group

    By Dougsbpc,
    • 3 replies
    • 541 views

  50. Can they deduct 2017 contrib on 2018 taxes?

    By BG5150,
    • 2 replies
    • 466 views
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