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Retirement Plans in General

5,848 topics in this forum

  1. beneficiary accounts - count in TH test?

    By AlbanyConsultant,
    • 1 reply
    • 972 views

  2. Where to send the final 1099-R for deceased participant

    By KaJay,
    • 11 replies
    • 5.7k views

  3. Partnership reduced earned income - 1/2 deduction for SS tax

    By Belgarath,
    • 0 replies
    • 660 views

  4. Service Spanning Rules--link please

    By BG5150,
    • 1 reply
    • 794 views

  5. Reimburse Trustee For Expenses Incurred

    By Earl,
    • 2 replies
    • 1.1k views

  6. profit sharing contribution but no profits

    By Santo Gold,
    • 4 replies
    • 1.2k views

  7. Employee HSA Payments

    By mjf06241972,
    • 0 replies
    • 675 views

  8. 1099-Misc income

    By Santo Gold,
    • 10 replies
    • 2.6k views

  9. Schedule C of deceased: living or estate?

    By ldr,   
    • 4 replies
    • 1.5k views

  10. Fidelity Bond required?

    By perplexedbypensions,
    • 4 replies
    • 1.9k views

  11. 8955-SSA: Total balance or vested balance?

    By ldr,   
    • 6 replies
    • 3.2k views
    • ldr
    • ldr

  12. 404 DC deduction limit "correction"

    By AndrewZ,
    • 4 replies
    • 2.1k views

  13. First RMD for 70.5

    By ldr,   
    • 5 replies
    • 1.4k views
    • ldr
    • ldr

  14. Sole prop changes to LLC taxed as unincorporated partnership

    By Belgarath,
    • 6 replies
    • 1.4k views

  15. An "other right or feature" for BRF testing

    By Belgarath,
    • 3 replies
    • 1.3k views

  16. Beneficiary determination - is the TPA on the hook?

    By ldr,   
    • 18 replies
    • 3.8k views

  17. 410b PS with 401k Safe Harbor Match - coverage

    By imchipbrown,   
    • 11 replies
    • 1.6k views

  18. DFVCP filings - multiple years, not all of them ready to file

    By ldr,   
    • 9 replies
    • 1.7k views

  19. Code 410(a)

    By Julie,
    • 2 replies
    • 1.2k views

  20. Is This An ASG situation?

    By mming,
    • 1 reply
    • 873 views

  21. TPA Adding Plan Sponsor to E&O Policy as Add'l Insured

    By IhrtERISA,
    • 2 replies
    • 1k views

  22. When is receipt of a W-9 necessary?

    By KaJay,
    • 1 reply
    • 1.2k views

  23. SMM Requirements as to content

    By Belgarath,
    • 2 replies
    • 1.1k views

  24. Missed RMD for 2018

    By Cynchbeast,
    • 3 replies
    • 1.5k views

  25. ERISA Claim Appeal Rights for QDRO Participant

    By IhrtERISA,
    • 8 replies
    • 3.1k views

  26. DOL Audit

    By Belgarath,
    • 4 replies
    • 1.3k views

  27. Is $100 Per Day Penalty for Not Furnishing Info Indexed?

    By rocknrolls2,
    • 1 reply
    • 837 views

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

    By BG5150,
    • 5 replies
    • 1.4k views

  29. Form 8955-SSA

    By Florence,
    • 6 replies
    • 2.3k views

  30. Employee works for more than one company

    By perplexedbypensions,
    • 3 replies
    • 1.3k views

  31. Distribution from Terminated Plan

    By thepensionmaven,
    • 3 replies
    • 1.1k views

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

    By Peter Gulia,
    • 3 replies
    • 1.5k views

  33. rollover incorrectly titled

    By thepensionmaven,
    • 13 replies
    • 3k views

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

    By KaJay,
    • 4 replies
    • 3.1k views

  35. top-heavy vesting schedule

    By JustnERPA,
    • 8 replies
    • 3.5k views

  36. Why should retirement plans be organized around employers?

    By Peter Gulia,
    • 15 replies
    • 2.6k views

  37. Forfeiture of account balance of missing participant

    By Guest Sieve,
    • 11 replies
    • 7.2k views

  38. Excludable class of employees

    By Santo Gold,
    • 5 replies
    • 1.6k views

  39. temp worker, initial eligibility

    By M Norton,
    • 17 replies
    • 6.2k views

  40. Can Trustee be named by job title?

    By digger,
    • 5 replies
    • 2.1k views

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

    By BG5150,
    • 2 replies
    • 716 views

  42. Trusts in Controlled Group situations

    By Purplemandinga,
    • 3 replies
    • 5.5k views

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

    By Belgarath,
    • 3 replies
    • 1.1k views

  44. Unrelated Employers and Code Section 415

    By buckaroo,
    • 2 replies
    • 2k views

  45. Controlled group - married couple-separate business

    By Tom,
    • 6 replies
    • 7.9k views

  46. NonResident Alien Now Resident Alien - Service and Comp

    By Gilmore,
    • 2 replies
    • 973 views

  47. Plan and fiscal year don't match

    By Belgarath,
    • 2 replies
    • 1.6k views

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

    By Pxhesq,
    • 5 replies
    • 1.4k views

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

    By Peter Gulia,   
    • 2 replies
    • 848 views

  50. IRS FIRE website shutdown dates

    By Tom Poje,
    • 0 replies
    • 1.2k views
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