Retirement Plans in General

5,750 topics in this forum

1. Coronavirus Pandemic & IRS Relief

   By CuseFan, March 12, 2020
   • 19 replies
   • 1.9k views
   • 
   • Peter Gulia
   • March 23, 2020

2. Scrivener's Error?

   By Pammie57, April 16, 2018
   • 19 replies
   • 4.7k views
   • 
   • MoJo
   • August 23, 2018

3. 401(k) Loans

   By Guest smill014, August 27, 2008
   • 19 replies
   • 10.2k views
   • 
   • Kevin C
   • August 29, 2008

4. Interns

   By Guest JMN, June 9, 2010
   • 19 replies
   • 7.6k views
   • 
   • ETA Consulting LLC
   • December 8, 2011

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

   By Peter Gulia, November 16, 2018   

   • beneficiary; estate
   • 19 replies
   • 4.7k views
   • 
   • Christine Roberts
   • October 7, 2022

6. employee gets both w-2 and 1099 income

   By himt4, December 13, 2005
   • 19 replies
   • 8.3k views
   • 
   • himt4
   • January 3, 2006

7. May a plan’s assets be used to pay a credit to a participant’s account if she persuades a coworker to join the plan?

   By Peter Gulia, April 15, 2016   

   • exclusive benefit;
   • 18 replies
   • 1.3k views
   • 
   • movedon
   • April 20, 2016

8. Bonuses PAID in 2023 on a 2022 W-2?

   By Belgarath, September 13, 2022
   • 18 replies
   • 9.3k views
   • 
   • Luke Bailey
   • September 15, 2022

9. Earned income calculation

   By RatherBeGolfing, February 6, 2017
   • 18 replies
   • 1.1k views
   • 
   • Tom Poje
   • February 17, 2017

10. LLC, taxed as partnership, paying both W-2 and K-1 income to "partners"

    By Belgarath, March 10, 2004
    • 18 replies
    • 52.3k views
    • 
    • Mike Preston
    • July 3, 2017

11. Death of Employee in a Keough Plan

    By Guest carolinawind, September 23, 2004
    • 18 replies
    • 2.5k views
    • 
    • Tom Poje
    • September 29, 2004

12. Who's the beneficiary?

    By Belgarath, April 9, 2019
    • 18 replies
    • 3.7k views
    • 
    • rocknrolls2
    • October 15, 2019

13. Top Heavy Vesting

    By nancy, September 7, 2004
    • 18 replies
    • 4.3k views
    • 
    • AndyH
    • September 10, 2004

14. Annuity Plan under Section 401(a)

    By joel, August 19, 2015
    • 18 replies
    • 1.3k views
    • 
    • david rigby
    • August 21, 2015

15. Self Employed with Profit Sharing Plan

    By thepensionmaven, August 19, 2015
    • 18 replies
    • 1.8k views
    • 
    • thepensionmaven
    • October 11, 2017

16. Returned from ASPPA

    By Tom Poje, November 9, 2005
    • 18 replies
    • 3.8k views
    • 
    • Guest
    • November 11, 2005

17. Owner opting out of employer contribution. Can he do that?

    By Guest EPS, May 7, 2002
    • 18 replies
    • 3.9k views
    • 
    • Mike Preston
    • May 16, 2002

18. Combo Plan - gateway requirement

    By Jakyasar, December 10, 2020
    • 18 replies
    • 2.5k views
    • 
    • Lou S.
    • March 5, 2021

19. 5500EZ 5500SF

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

20. CG compensation: sole prop loss and s-corp in same year

    By AlbanyConsultant, August 24, 2020
    • 18 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • August 31, 2020

21. Is this individual an employee?

    By Santo Gold, April 25, 2018
    • 18 replies
    • 1.9k views
    • 
    • Belgarath
    • April 27, 2018

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

    By ldr, January 18, 2019   

    • death
    • tpa
    • (and 1 more)

      Tagged with:

      • death
      • tpa
      • beneficiary
    • 18 replies
    • 2.5k views
    • 
    • ESOP Guy
    • January 31, 2019

23. American Benefits Council suggestion about missing or unresponsive participants

    By Peter Gulia, October 3, 2017   

    • missing; unresponsive; ebsa; fiduciary
    • 18 replies
    • 1.9k views
    • 
    • Peter Gulia
    • October 5, 2017

24. 408(b)2 Reporting Period

    By kwalified, May 23, 2012
    • 18 replies
    • 2.9k views
    • 
    • Guest
    • July 2, 2012

25. Partner has negative K1 and a W2--combine?

    By BG5150, February 11, 2022
    • 17 replies
    • 2.6k views
    • 
    • BG5150
    • February 17, 2022

26. Trump to halt fiduciary rule

    By Tom Poje, February 3, 2017
    • 17 replies
    • 1k views
    • 
    • RatherBeGolfing
    • February 9, 2017

27. OK for 3 unrelated plans to own 1/3 shares of investment in single rea

    By mming, February 10, 2003
    • 17 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • February 21, 2003

28. Forced rollovers to separate retirement

    By Purplemandinga, February 22, 2021
    • 17 replies
    • 2.6k views
    • 
    • Planit 401k
    • March 1, 2021

29. IRS auditor wants docs faxed

    By Bird, May 23, 2017
    • 17 replies
    • 1.5k views
    • 
    • ratherbereading
    • June 14, 2017

30. Need cite for why pre-funding HCE PS is wrong

    By AlbanyConsultant, September 14, 2005
    • 17 replies
    • 4.5k views
    • 
    • Guest
    • September 15, 2005

31. Employee would like no 401(k) taken from overtime check only

    By betheeg, January 23, 2008
    • 17 replies
    • 2.8k views
    • 
    • masteff
    • January 24, 2008

32. Employer holding on to my 401k

    By Guest dillybar, February 25, 2008
    • 17 replies
    • 12.4k views
    • 
    • J Simmons
    • June 24, 2008

33. Terminating a ROBS

    By AKconsult, June 18, 2013
    • 17 replies
    • 8.5k views
    • 
    • justanotheradmin
    • January 22, 2015

34. Encourage DB plans

    By Guest ctobe, November 12, 1998
    • 17 replies
    • 4.3k views
    • 
    • joel
    • December 8, 1998

35. temp worker, initial eligibility

    By M Norton, November 2, 2018
    • 17 replies
    • 4.3k views
    • 
    • AKowalski
    • December 12, 2018

36. Minimum Funding when last day rqmt. and services cease during year.

    By Guest chris4013, October 20, 2004
    • 17 replies
    • 2.2k views
    • 
    • No Name
    • October 29, 2004

37. And now for something completely different!

    By SMB, December 27, 2004
    • 17 replies
    • 2.2k views
    • 
    • GBurns
    • December 29, 2004

38. No PSP contributions in 8 years--ramifications?

    By BG5150, August 1, 2017
    • 17 replies
    • 2.3k views
    • 
    • My 2 cents
    • August 3, 2017

39. "Conversion" of MP plan to a 401(k) PS plan

    By Guest Kelly Igel, July 23, 2001
    • 17 replies
    • 6.2k views
    • 
    • Guest
    • December 11, 2001

40. How do you decide which topics to omit from a plan-design discussion?

    By Peter Gulia, April 12, 2018   

    • plan design; adoption agreement
    • 17 replies
    • 1.1k views
    • 
    • Bird
    • April 17, 2018

41. Enrollment gifts and giveaways/prizes - Prohibited transaction?

    By MoJo, September 11, 2000
    • 17 replies
    • 5.5k views
    • 
    • pjkoehler
    • September 18, 2000

42. Participant force out

    By Guest jhilliard, August 12, 2003
    • 17 replies
    • 5.6k views
    • 
    • Guest
    • August 19, 2003

43. Is a husband required to make a new 2nd wife his profit sharing beneficiary?

    By RayJJohnsonJr, June 7, 2017
    • 17 replies
    • 5.6k views
    • 
    • My 2 cents
    • October 19, 2017

44. Getting back a small overpayment that shouldn't have been deposited in the first place

    By AlbanyConsultant, August 12, 2022
    • 17 replies
    • 1.7k views
    • 
    • BG5150
    • August 18, 2022

45. 401(k) and Profit sharing in a Sub-S corporation for a single owner

    By Guest BruceCM, March 24, 2005
    • 17 replies
    • 16.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 30, 2005

46. May a plan restrict distributions to direct-deposit?

    By Peter Gulia, May 3, 2019
    • 17 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 14, 2019

47. Is it okay not to choose a governing State law?

    By Peter Gulia, September 1, 2015   

    • prototype; volume-submitter
    • 17 replies
    • 2.4k views
    • 
    • GBurns
    • September 3, 2015

48. Prohibited Transaction - practical effect?

    By Belgarath, June 22, 2018
    • 17 replies
    • 1.5k views
    • 
    • Peter Gulia
    • July 3, 2018

49. post-death spousal consent

    By jpod, June 26, 2017
    • 17 replies
    • 2.5k views
    • 
    • MoJo
    • June 27, 2017

50. Eliminating benefit options.

    By Guest Kathleen Fouquet, January 31, 2002
    • 17 replies
    • 3.3k views
    • 
    • katieinny
    • January 22, 2003