Retirement Plans in General

5,768 topics in this forum

1. 15-Day Notice Regs Issued

   By Dave Baker, December 15, 1998
   • 0 replies
   • 1.7k views
   • 
   • Dave Baker
   • December 15, 1998

2. 177A pension plans

   By Guest ak, October 13, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 13, 1999

3. 1979 PBGC Disabled Mortality Table

   By Guest HarveyC, June 3, 2003
   • 4 replies
   • 3.3k views
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   • WDIK
   • October 12, 2005

4. 1999 Form 5500 Series

   By Alan Simpson, July 9, 1999
   • 2 replies
   • 1.4k views
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   • Guest
   • November 30, 1999

5. 1999 GUST Restatements - Status anyone?

   By mwyatt, February 3, 1999
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • February 6, 1999

6. 2 CGs and staffing company

   By shERPA, February 5, 2022
   • 2 replies
   • 588 views
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   • shERPA
   • February 5, 2022

7. 2 DC Plans

   By mming, January 22, 2002
   • 1 reply
   • 1.4k views
   • 
   • AndyH
   • January 22, 2002

8. 2 different PS allocations in the same plan

   By Santo Gold, September 15, 2006
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • September 15, 2006

9. 2 employers sharing the 404(a)(3) deduction limit

   By Santo Gold, January 31, 2005
   • 4 replies
   • 1.8k views
   • 
   • E as in ERISA
   • February 8, 2005

10. 2 Incomes employee and self employed

    By Guest szaidman, November 14, 2005
    • 1 reply
    • 1.6k views
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    • Bird
    • November 14, 2005

11. 2 incomes, k-1 and w2...what to do?

    By Guest carsonv, August 10, 2005
    • 3 replies
    • 1.5k views
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    • Archimage
    • August 11, 2005

12. 2 plan year deduction in one tax year - revisited + DC plan

    By Jakyasar, August 19, 2021
    • 3 replies
    • 891 views
    • 
    • Jakyasar
    • August 19, 2021

13. 2 Plans - 1 Document?

    By Guest PORTE, November 4, 2002
    • 3 replies
    • 1.2k views
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    • Guest
    • November 5, 2002

14. 2 Plans of same Employer - one SH and one Not

    By cpc0506, December 7, 2015
    • 4 replies
    • 714 views
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    • cpc0506
    • December 7, 2015

15. 2 Schedule C incomes

    By Guest ksumner, September 10, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 18, 1999

16. 2 Single Member Business', same owner... can either business pay the ER Cont?

    By Basically, December 16, 2025
    • 2 replies
    • 289 views
    • 
    • Basically
    • December 29, 2025

17. 2 trustees in DB plan

    By SSRRS, April 2, 2025
    • 4 replies
    • 2.7k views
    • 
    • Peter Gulia
    • April 2, 2025

18. 2 year eligibility

    By Belgarath, September 2, 2020
    • 1 reply
    • 617 views
    • 
    • Bird
    • September 2, 2020

19. 2 Yr Eligibility for PS, can TH contrib be on vesting sched?

    By BG5150, October 25, 2021
    • 7 replies
    • 781 views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2021

20. 2-year eligibility and coverage

    By Guest Bandb, October 9, 2001
    • 11 replies
    • 3.1k views
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    • Guest
    • October 24, 2001

21. 2% S Corporation Shareholder

    By Guest Buzzman, July 29, 2009
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • July 29, 2009

22. 2% shareholder health insurance as wages

    By Guest Ron Sevcik, November 12, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 12, 2009

23. 20% Tax withholding on distributions

    By KevinMc, August 28, 2015
    • 2 replies
    • 989 views
    • 
    • david rigby
    • August 28, 2015

24. 2000 Sar

    By Cathy from Chicago, June 13, 2001
    • 0 replies
    • 1.9k views
    • 
    • Cathy from Chicago
    • June 13, 2001

25. 2002 profit sharing "pre-funded" during the plan year -- how

    By maverick, January 16, 2003
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 18, 2003

26. 2003 415 Limits

    By DP, August 27, 2003
    • 12 replies
    • 2.2k views
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    • DP
    • August 28, 2003

27. 2003 Tax Withholding Not Remitted

    By JAY21, June 18, 2004
    • 0 replies
    • 888 views
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    • JAY21
    • June 18, 2004

28. 2004 ASPA annual conference

    By RLD513, September 2, 2004
    • 4 replies
    • 1.5k views
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    • RLD513
    • September 14, 2004

29. 2004 revised K-1

    By JAY21, April 12, 2005
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • April 12, 2005

30. 2005 Profit Sharing Max

    By Guest steve55, December 13, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 13, 2005

31. 2006 PS Contribution

    By DP, August 22, 2007
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • August 22, 2007

32. 2009 covered comp

    By Tom Poje, December 22, 2008
    • 0 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 22, 2008

33. 2009 Enrolled Actuaries Meeting

    By Flyboyjohn, October 6, 2020
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • October 7, 2020

34. 2010 COLA & Rollover Chart (Revised)

    By Gary Lesser, October 19, 2009
    • 0 replies
    • 1k views
    • 
    • Gary Lesser
    • October 19, 2009

35. 2011 8955-SSA

    By frizzyguy, January 17, 2012
    • 0 replies
    • 1.1k views
    • 
    • frizzyguy
    • January 17, 2012

36. 2011 COLA & ROLLOVER Charts

    By Gary Lesser, October 29, 2010
    • 3 replies
    • 3.1k views
    • 
    • Gary Lesser
    • February 6, 2011

37. 2011 Required Amendment

    By Cynchbeast, September 20, 2013
    • 3 replies
    • 1.7k views
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    • Bird
    • September 21, 2013

38. 2012 self-employed calculations

    By Belgarath, February 19, 2013
    • 6 replies
    • 1k views
    • 
    • Belgarath
    • February 21, 2013

39. 2014 Form 5307, Required Practioner's Statement?

    By Briandfox, June 24, 2015
    • 5 replies
    • 2k views
    • 
    • Belgarath
    • June 29, 2015

40. 2014 Taxable wage base and other limits

    By Tom Poje, October 30, 2013
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • October 31, 2013

41. 2015 COLAs [Edited: COLAs Released Oct. 23]

    By Carol V. Calhoun, October 22, 2014
    • 9 replies
    • 2.1k views
    • 
    • Bird
    • October 27, 2014

42. 2016 IRS Benefits & Contributions Limits Announced

    By Carol V. Calhoun, October 21, 2015   

    • 415
    • 401(k)
    • (and 6 more)

      Tagged with:

      • 415
      • 401(k)
      • defined benefit
      • defined contribution
      • highly compensated employee
      • 403(b)
      • 457
      • section 415
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • August 5, 2016

43. 2018 Limits

    By Mike Preston, August 11, 2017
    • 4 replies
    • 905 views
    • 
    • NJ Mike
    • August 11, 2017

44. 2018 taxable wage base reduced

    By Tom Poje, November 29, 2017
    • 9 replies
    • 968 views
    • 
    • austin3515
    • November 30, 2017

45. 2019 COLAs Released by IRS

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

46. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller, June 23, 2021
    • 2 replies
    • 727 views
    • 
    • BG5150
    • June 24, 2021

47. 2023 Profit Sharing Contribution Not Deposited

    By TaxFLFuzz, February 25, 2025
    • 2 replies
    • 1.9k views
    • 
    • TaxFLFuzz
    • February 25, 2025

48. 2024 limits are out

    By Jakyasar, November 1, 2023
    • 1 reply
    • 333 views
    • 
    • Carol V. Calhoun
    • November 1, 2023

49. 2024 Relius Plan Termination Amendment

    By Belgarath, January 19, 2024
    • 3 replies
    • 816 views
    • 
    • Belgarath
    • January 29, 2024

50. 2025 IRS form 5330 - paper filing?

    By Belgarath, November 7, 2025
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • November 7, 2025