Retirement Plans in General

5,772 topics in this forum

1. 5500EZ and IRS agent

   By SoCalActuary, October 5, 2018   

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

2. CPC Question

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

3. leased employees and compensation

   By M Norton, October 2, 2018   

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

4. DFVC filing for large plan

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

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

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

6. Controlled Group

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

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

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

8. Uniform points plan fails nondiscrimination testing

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

9. Invoice on plan paid out of different plan

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

10. Question re: invalidating TDA non-ERISA status

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

11. EIN for trust

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

12. Gap period earnings for 415 excesses

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

13. Sched C and Medical Ins

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

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

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

15. Combo DC/DB Plan

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

16. Successor Plan when Previous Plan is TH

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

17. deadline for making employee contriubtion

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

18. Top Heavy Determination and Forfeiture Account

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

19. Sale of Employer Securities From Plan

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

20. Terminated PSP, sole trustee passed away years ago

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

21. Reasonable Classification - ABT

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

22. 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

23. plan start date for sole proprietor

    By cpc0506, September 6, 2018
    • 9 replies
    • 2.3k views
    • 
    • Larry Starr
    • September 10, 2018

24. 414(s) compensation testing

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

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

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

26. Participant count for large plan

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

27. New plan trust funded before year end?

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

28. DB restatement for PPA

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

29. Starting 401k plan with an existing DB Plan

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

30. 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
    • 1.7k views
    • 
    • Luke Bailey
    • August 24, 2018

31. IRC 414(d) Governmental instrumentality

    By Purplemandinga, August 22, 2018
    • 3 replies
    • 1k views
    • 
    • Susan L
    • August 23, 2018

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

    By imchipbrown, August 9, 2018
    • 9 replies
    • 3.4k views
    • 
    • Larry Starr
    • August 23, 2018

33. Scrivener's Error?

    By Pammie57, April 16, 2018
    • 19 replies
    • 4.8k views
    • 
    • MoJo
    • August 23, 2018

34. 25% Deduction limit in pro-rata allocation

    By Becky Schwing, August 21, 2018
    • 26 replies
    • 3.9k views
    • 
    • Belgarath
    • August 23, 2018

35. Contribution Deadline for a C Corporation

    By bzorc, August 21, 2018   

    • change in due date
    • 3 replies
    • 784 views
    • 
    • bzorc
    • August 21, 2018

36. Can a 1 participant plan (or just the Trust) continue after the death of the sole participant? 1 2

    By RayJJohnsonJr, July 11, 2018
    • 53 replies
    • 4.6k views
    • 
    • Larry Starr
    • August 20, 2018

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

    By Peter Gulia, August 10, 2018   

    • erpa
    • 14 replies
    • 2.6k views
    • 
    • Peter Gulia
    • August 14, 2018

38. LLP "Income" for contribution calculation

    By thepensionmaven, August 14, 2018
    • 1 reply
    • 462 views
    • 
    • Larry Starr
    • August 14, 2018

39. ROBS

    By jpod, August 9, 2018
    • 14 replies
    • 1.6k views
    • 
    • Larry Starr
    • August 10, 2018

40. Affiliated Service Group

    By Dougsbpc, August 8, 2018
    • 3 replies
    • 558 views
    • 
    • Belgarath
    • August 10, 2018

41. Can they deduct 2017 contrib on 2018 taxes?

    By BG5150, August 8, 2018
    • 2 replies
    • 477 views
    • 
    • Larry Starr
    • August 8, 2018

42. How does one know whether a partner was employed on the last day of a year?

    By Peter Gulia, August 3, 2018   

    • self-employment
    • 13 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 8, 2018

43. Affiliated Service Group

    By ERISAAPPLE, July 31, 2018
    • 8 replies
    • 2k views
    • 
    • ERISAAPPLE
    • August 7, 2018

44. asset sale of company

    By thepensionmaven, July 30, 2018
    • 7 replies
    • 1.1k views
    • 
    • Mike Preston
    • August 7, 2018

45. Acquisitions and Testing

    By AndyH, July 30, 2018
    • 3 replies
    • 979 views
    • 
    • Kevin C
    • August 3, 2018

46. Reimbursing Fees

    By RosemaryCR, July 30, 2018   

    • fees
    • contributions
    • 10 replies
    • 1.9k views
    • 
    • Luke Bailey
    • August 2, 2018

47. Controlled group issue

    By Nood1e, July 26, 2018   

    • divorce
    • adopting employer
    • (and 1 more)

      Tagged with:

      • divorce
      • adopting employer
      • controlled group
    • 5 replies
    • 887 views
    • 
    • Nood1e
    • July 26, 2018

48. QSLOB Question

    By calexbraska, July 23, 2018
    • 1 reply
    • 662 views
    • 
    • BG5150
    • July 23, 2018

49. Money Purchase Plan - restrictions on investments?

    By TaxLawyer1978, July 20, 2018
    • 1 reply
    • 530 views
    • 
    • Larry Starr
    • July 20, 2018

50. SEC Guidance on Paying For Filings With Plan Assets

    By Rafael, July 18, 2018
    • 4 replies
    • 804 views
    • 
    • Rafael
    • July 18, 2018