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Retirement Plans in General

5,839 topics in this forum

  1. 411(d)(6)--Option to purchase annuity

    By Dalai Pookah,   
    • 2 replies
    • 1.1k views

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

    By Peter Gulia,   
    • 7 replies
    • 4.3k views

  3. "Partial" plan termination

    By thepensionmaven,
    • 6 replies
    • 1.7k views

  4. 2019 COLAs Released by IRS

    By Lois Baker,
    • 3 replies
    • 1.1k views

  5. Is she really the employer?

    By Santo Gold,
    • 2 replies
    • 1k views

  6. projected limits for 2019

    By Tom Poje,
    • 16 replies
    • 3.4k views

  7. Waiver of Participation

    By Lynn Campbell,
    • 5 replies
    • 4k views

  8. How to locate copies of prior 5500EZ Forms

    By SDS,
    • 3 replies
    • 2.1k views

  9. changes to EPCRS - VCP filings

    By Tom Poje,
    • 2 replies
    • 1.1k views

  10. Receivable Employer Contributions

    By msmith,
    • 6 replies
    • 1.7k views

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

    By KaJay,
    • 2 replies
    • 952 views

  12. DC Contribution made to DB account

    By SSRRS,
    • 1 reply
    • 742 views

  13. Former Employee now 1099

    By MGOAdmin,   
    • 3 replies
    • 1.3k views

  14. PBGC question on 5500 reports

    By Cynchbeast,
    • 5 replies
    • 1.2k views

  15. Spanish SARs and SPDs...

    By ESOP Guy,
    • 3 replies
    • 2.5k views

  16. PS funding deadline - not 12 months?

    By AlbanyConsultant,
    • 11 replies
    • 4.8k views

  17. What documents needed to replace Recordkeeper/Trustee?

    By TaxLawyer1978,
    • 14 replies
    • 4.8k views

  18. 5500EZ 5500SF

    By mjf06241972,
    • 18 replies
    • 2.2k views

  19. 5500EZ and IRS agent

    By SoCalActuary,   
    • 3 replies
    • 1.1k views

  20. CPC Question

    By Madison71,
    • 5 replies
    • 1.5k views

  21. leased employees and compensation

    By M Norton,   
    • 3 replies
    • 1.5k views

  22. DFVC filing for large plan

    By Cynchbeast,
    • 9 replies
    • 1.3k views

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

    By TaxLawyer1978,
    • 3 replies
    • 1.3k views

  24. Controlled Group

    By jpod,
    • 1 reply
    • 828 views
    • jpod
    • jpod

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

    By dottie,
    • 5 replies
    • 1.1k views

  26. Uniform points plan fails nondiscrimination testing

    By Belgarath,
    • 7 replies
    • 1.6k views

  27. Invoice on plan paid out of different plan

    By TaxLawyer1978,
    • 4 replies
    • 1.2k views

  28. Question re: invalidating TDA non-ERISA status

    By TaxLawyer1978,
    • 4 replies
    • 1.2k views

  29. EIN for trust

    By Cynchbeast,
    • 3 replies
    • 793 views

  30. Gap period earnings for 415 excesses

    By BG5150,
    • 1 reply
    • 1k views

  31. Sched C and Medical Ins

    By Earl,
    • 4 replies
    • 887 views
    • Earl
    • Earl

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

    By PensionPro,
    • 6 replies
    • 2.4k views

  33. Combo DC/DB Plan

    By ERISAAPPLE,
    • 1 reply
    • 1.1k views

  34. Successor Plan when Previous Plan is TH

    By BG5150,
    • 2 replies
    • 878 views

  35. deadline for making employee contriubtion

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  36. Top Heavy Determination and Forfeiture Account

    By Gilmore,
    • 3 replies
    • 1.4k views

  37. Sale of Employer Securities From Plan

    By mming,
    • 9 replies
    • 2.6k views

  38. Terminated PSP, sole trustee passed away years ago

    By thepensionmaven,
    • 6 replies
    • 2.1k views
    • Bird
    • Bird

  39. Reasonable Classification - ABT

    By EBECatty,
    • 26 replies
    • 4.7k views

  40. Does an insurance company check whether its fidelity bond covers someone convicted of a crime?

    By Peter Gulia,   
    • 7 replies
    • 1.9k views

  41. plan start date for sole proprietor

    By cpc0506,
    • 9 replies
    • 3.3k views

  42. 414(s) compensation testing

    By AKconsult,
    • 3 replies
    • 1.7k views

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

    By RatherBeGolfing,
    • 15 replies
    • 1.8k views
    • ACK
    • ACK

  44. Participant count for large plan

    By Cynchbeast,
    • 8 replies
    • 1.2k views

  45. New plan trust funded before year end?

    By Purplemandinga,
    • 9 replies
    • 1.4k views

  46. DB restatement for PPA

    By Cynchbeast,
    • 2 replies
    • 1.4k views

  47. Starting 401k plan with an existing DB Plan

    By coleboy,
    • 3 replies
    • 895 views

  48. Partial Plan Termination?

    By cheersmate,   
    • 13 replies
    • 2.5k views

  49. IRC 414(d) Governmental instrumentality

    By Purplemandinga,
    • 3 replies
    • 1.5k views

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

    By imchipbrown,
    • 9 replies
    • 4.4k views
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