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Retirement Plans in General

5,829 topics in this forum

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

    By KaJay,
    • 2 replies
    • 917 views

  2. DC Contribution made to DB account

    By SSRRS,
    • 1 reply
    • 693 views

  3. Former Employee now 1099

    By MGOAdmin,   
    • 3 replies
    • 1.3k views

  4. PBGC question on 5500 reports

    By Cynchbeast,
    • 5 replies
    • 1.1k views

  5. Spanish SARs and SPDs...

    By ESOP Guy,
    • 3 replies
    • 2.4k views

  6. PS funding deadline - not 12 months?

    By AlbanyConsultant,
    • 11 replies
    • 4.7k views

  7. What documents needed to replace Recordkeeper/Trustee?

    By TaxLawyer1978,
    • 14 replies
    • 4.6k views

  8. 5500EZ 5500SF

    By mjf06241972,
    • 18 replies
    • 2k views

  9. 5500EZ and IRS agent

    By SoCalActuary,   
    • 3 replies
    • 1k views

  10. CPC Question

    By Madison71,
    • 5 replies
    • 1.4k views

  11. leased employees and compensation

    By M Norton,   
    • 3 replies
    • 1.5k views

  12. DFVC filing for large plan

    By Cynchbeast,
    • 9 replies
    • 1.2k views

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

    By TaxLawyer1978,
    • 3 replies
    • 1.2k views

  14. Controlled Group

    By jpod,
    • 1 reply
    • 798 views
    • jpod
    • jpod

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

    By dottie,
    • 5 replies
    • 1k views

  16. Uniform points plan fails nondiscrimination testing

    By Belgarath,
    • 7 replies
    • 1.5k views

  17. Invoice on plan paid out of different plan

    By TaxLawyer1978,
    • 4 replies
    • 1.2k views

  18. Question re: invalidating TDA non-ERISA status

    By TaxLawyer1978,
    • 4 replies
    • 1.1k views

  19. EIN for trust

    By Cynchbeast,
    • 3 replies
    • 737 views

  20. Gap period earnings for 415 excesses

    By BG5150,
    • 1 reply
    • 986 views

  21. Sched C and Medical Ins

    By Earl,
    • 4 replies
    • 847 views
    • Earl
    • Earl

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

    By PensionPro,
    • 6 replies
    • 2.4k views

  23. Combo DC/DB Plan

    By ERISAAPPLE,
    • 1 reply
    • 1.1k views

  24. Successor Plan when Previous Plan is TH

    By BG5150,
    • 2 replies
    • 820 views

  25. deadline for making employee contriubtion

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  26. Top Heavy Determination and Forfeiture Account

    By Gilmore,
    • 3 replies
    • 1.4k views

  27. Sale of Employer Securities From Plan

    By mming,
    • 9 replies
    • 2.4k views

  28. Terminated PSP, sole trustee passed away years ago

    By thepensionmaven,
    • 6 replies
    • 2k views
    • Bird
    • Bird

  29. Reasonable Classification - ABT

    By EBECatty,
    • 26 replies
    • 4.5k views

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

    By Peter Gulia,   
    • 7 replies
    • 1.8k views

  31. plan start date for sole proprietor

    By cpc0506,
    • 9 replies
    • 3.2k views

  32. 414(s) compensation testing

    By AKconsult,
    • 3 replies
    • 1.6k views

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

    By RatherBeGolfing,
    • 15 replies
    • 1.7k views
    • ACK
    • ACK

  34. Participant count for large plan

    By Cynchbeast,
    • 8 replies
    • 1.1k views

  35. New plan trust funded before year end?

    By Purplemandinga,
    • 9 replies
    • 1.3k views

  36. DB restatement for PPA

    By Cynchbeast,
    • 2 replies
    • 1.4k views

  37. Starting 401k plan with an existing DB Plan

    By coleboy,
    • 3 replies
    • 833 views

  38. Partial Plan Termination?

    By cheersmate,   
    • 13 replies
    • 2.4k views

  39. IRC 414(d) Governmental instrumentality

    By Purplemandinga,
    • 3 replies
    • 1.4k views

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

    By imchipbrown,
    • 9 replies
    • 4.3k views

  41. Scrivener's Error?

    By Pammie57,
    • 19 replies
    • 6.1k views

  42. 25% Deduction limit in pro-rata allocation

    By Becky Schwing,
    • 26 replies
    • 4.9k views

  43. Contribution Deadline for a C Corporation

    By bzorc,   
    • 3 replies
    • 1.1k views

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

    By RayJJohnsonJr,
    • 53 replies
    • 6.4k views

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

    By Peter Gulia,   
    • 14 replies
    • 3.5k views

  46. LLP "Income" for contribution calculation

    By thepensionmaven,
    • 1 reply
    • 639 views

  47. ROBS

    By jpod,
    • 14 replies
    • 2.2k views

  48. Affiliated Service Group

    By Dougsbpc,
    • 3 replies
    • 777 views

  49. Can they deduct 2017 contrib on 2018 taxes?

    By BG5150,
    • 2 replies
    • 708 views

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

    By Peter Gulia,   
    • 13 replies
    • 1.7k views
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