Retirement Plans in General

5,772 topics in this forum

1. NonResident Alien Now Resident Alien - Service and Comp

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

2. Plan and fiscal year don't match

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

3. 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

4. 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

5. IRS FIRE website shutdown dates

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

6. Does a plan pay on a small-estate affidavit?

   By Peter Gulia, November 16, 2018   

   • beneficiary; estate
   • 19 replies
   • 4.8k views
   • 
   • Christine Roberts
   • October 7, 2022

7. vesting on contributions

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

8. The "Qualified Business Income" deduction

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

9. Replacement Plan

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

10. TH - Related Rollovers

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

11. IRS levy overpaid in error by employer

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

12. Revoking a TEFRA 242(b) election

    By TPATC, November 9, 2018   

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

13. Participant in tax treaty countries

    By Susans, November 6, 2018
    • 1 reply
    • 665 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
    • 878 views
    • 
    • Kevin C
    • November 7, 2018

15. temp worker, initial eligibility

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

16. 2019 COLAs Released by IRS

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

17. "Partial" plan termination

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

18. Is she really the employer?

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

19. Inerest rate for pension loans

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

20. How to locate copies of prior 5500EZ Forms

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

21. 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

22. DC Contribution made to DB account

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

23. Receivable Employer Contributions

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

24. Former Employee now 1099

    By MGOAdmin, October 16, 2018   

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

25. PBGC question on 5500 reports

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

26. Spanish SARs and SPDs...

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

27. What documents needed to replace Recordkeeper/Trustee?

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

28. 5500EZ and IRS agent

    By SoCalActuary, October 5, 2018   

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

29. CPC Question

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

30. leased employees and compensation

    By M Norton, October 2, 2018   

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

31. changes to EPCRS - VCP filings

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

32. Controlled Group

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

33. 5500EZ 5500SF

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

34. DFVC filing for large plan

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

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

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

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

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

37. Uniform points plan fails nondiscrimination testing

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

38. Question re: invalidating TDA non-ERISA status

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

39. Invoice on plan paid out of different plan

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

40. Gap period earnings for 415 excesses

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

41. EIN for trust

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

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

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

43. Combo DC/DB Plan

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

44. Successor Plan when Previous Plan is TH

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

45. Sched C and Medical Ins

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

46. deadline for making employee contriubtion

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

47. Reasonable Classification - ABT

    By EBECatty, September 10, 2018
    • 26 replies
    • 3.5k views
    • 
    • EBECatty
    • September 11, 2018

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

    By Peter Gulia, September 7, 2018   

    • erisa § 411; erisa § 412; crime; fidelity bond
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • September 10, 2018

49. 414(s) compensation testing

    By AKconsult, September 7, 2018
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • September 10, 2018

50. Terminated PSP, sole trustee passed away years ago

    By thepensionmaven, September 7, 2018
    • 6 replies
    • 1.6k views
    • 
    • Bird
    • September 11, 2018