Retirement Plans in General

5,791 topics in this forum

1. Participant in tax treaty countries

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

2. 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
   • 896 views
   • 
   • Kevin C
   • November 7, 2018

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

   By Peter Gulia, April 15, 2016   

   • 1099-MISC
   • 7 replies
   • 3.7k views
   • 
   • aGordeno
   • November 7, 2018

4. "Partial" plan termination

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

5. 2019 COLAs Released by IRS

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

6. Is she really the employer?

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

7. projected limits for 2019

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

8. Waiver of Participation

   By Lynn Campbell, August 6, 2003
   • 5 replies
   • 3.6k views
   • 
   • Tom Poje
   • October 25, 2018

9. How to locate copies of prior 5500EZ Forms

   By SDS, October 19, 2018
   • 3 replies
   • 1.6k views
   • 
   • PensionPro
   • October 22, 2018

10. changes to EPCRS - VCP filings

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

11. Receivable Employer Contributions

    By msmith, October 17, 2018
    • 6 replies
    • 1.3k views
    • 
    • ESOP Guy
    • October 22, 2018

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

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

13. DC Contribution made to DB account

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

14. Former Employee now 1099

    By MGOAdmin, October 16, 2018   

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

15. PBGC question on 5500 reports

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

16. Spanish SARs and SPDs...

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

17. PS funding deadline - not 12 months?

    By AlbanyConsultant, September 6, 2018
    • 11 replies
    • 3.2k views
    • 
    • Tom Poje
    • October 12, 2018

18. What documents needed to replace Recordkeeper/Trustee?

    By TaxLawyer1978, October 8, 2018
    • 14 replies
    • 3.8k views
    • 
    • imchipbrown
    • October 10, 2018

19. 5500EZ 5500SF

    By mjf06241972, September 27, 2018
    • 18 replies
    • 1.5k views
    • 
    • Larry Starr
    • October 8, 2018

20. 5500EZ and IRS agent

    By SoCalActuary, October 5, 2018   

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

21. CPC Question

    By Madison71, October 4, 2018
    • 5 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • October 5, 2018

22. leased employees and compensation

    By M Norton, October 2, 2018   

    • leased
    • compensation
    • 3 replies
    • 1.3k views
    • 
    • Larry Starr
    • October 3, 2018

23. DFVC filing for large plan

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

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

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

25. Controlled Group

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

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

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

27. Uniform points plan fails nondiscrimination testing

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

28. Invoice on plan paid out of different plan

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

29. Question re: invalidating TDA non-ERISA status

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

30. EIN for trust

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

31. Gap period earnings for 415 excesses

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

32. Sched C and Medical Ins

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

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

    By PensionPro, September 17, 2018
    • 6 replies
    • 1.9k views
    • 
    • PensionPro
    • September 17, 2018

34. Combo DC/DB Plan

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

35. Successor Plan when Previous Plan is TH

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

36. deadline for making employee contriubtion

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

37. Top Heavy Determination and Forfeiture Account

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

38. Sale of Employer Securities From Plan

    By mming, September 6, 2018
    • 9 replies
    • 1.9k views
    • 
    • mming
    • September 11, 2018

39. Terminated PSP, sole trustee passed away years ago

    By thepensionmaven, September 7, 2018
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • September 11, 2018

40. Reasonable Classification - ABT

    By EBECatty, September 10, 2018
    • 26 replies
    • 3.6k views
    • 
    • EBECatty
    • September 11, 2018

41. 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

42. plan start date for sole proprietor

    By cpc0506, September 6, 2018
    • 9 replies
    • 2.5k views
    • 
    • Larry Starr
    • September 10, 2018

43. 414(s) compensation testing

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

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

    By RatherBeGolfing, August 31, 2018
    • 15 replies
    • 1.1k views
    • 
    • ACK
    • September 10, 2018

45. Participant count for large plan

    By Cynchbeast, September 6, 2018
    • 8 replies
    • 710 views
    • 
    • ETA Consulting LLC
    • September 7, 2018

46. New plan trust funded before year end?

    By Purplemandinga, September 5, 2018
    • 9 replies
    • 847 views
    • 
    • shERPA
    • September 5, 2018

47. DB restatement for PPA

    By Cynchbeast, August 28, 2018
    • 2 replies
    • 1.2k views
    • 
    • QP_Guy
    • August 29, 2018

48. Starting 401k plan with an existing DB Plan

    By coleboy, August 28, 2018
    • 3 replies
    • 543 views
    • 
    • Tom Poje
    • August 29, 2018

49. Partial Plan Termination?

    By cheersmate, August 20, 2018   

    • partial plan termination
    • small employer
    • (and 1 more)

      Tagged with:

      • partial plan termination
      • small employer
      • sale of a location
    • 13 replies
    • 1.8k views
    • 
    • Luke Bailey
    • August 24, 2018

50. IRC 414(d) Governmental instrumentality

    By Purplemandinga, August 22, 2018
    • 3 replies
    • 1.1k views
    • 
    • Susan L
    • August 23, 2018