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Retirement Plans in General

5,764 topics in this forum

  1. Record Retention

    By Pension RC,
    • 8 replies
    • 3.5k views

  2. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

    By Sue B,   
    • 4 replies
    • 1.1k views

  3. third party admin software programs

    By jeanh,
    • 12 replies
    • 2.8k views

  4. New Disabilty regulations

    By Belgarath,
    • 7 replies
    • 945 views

  5. Transamerica to Require Use of TPAs for New Retirement Plan Business with Less Than $3M in Assets

    By Dave Baker,
    • 0 replies
    • 732 views

  6. proposed rule to decodify many Treasury regulations, including some about retirement plans

    By Peter Gulia,   
    • 11 replies
    • 1.5k views

  7. Investment no longer offered to staff, but HCE contributes; BRF issue?

    By BG5150,
    • 2 replies
    • 617 views

  8. reasonable business classification

    By imchipbrown,
    • 1 reply
    • 1.4k views

  9. Settlement of a Benefit Claim - How to Report

    By TaxLawyer1978,
    • 8 replies
    • 1.6k views

  10. December 31 is a Sunday

    By Below Ground,   
    • 39 replies
    • 3.8k views

  11. Can we count K-1 earnings....2 companies

    By ldr,   
    • 6 replies
    • 1.1k views

  12. Outsourced CFO - affiliated service group

    By dan.jock,
    • 3 replies
    • 790 views

  13. New client has 1 participant MP Plan since 1999 but has treated it like a PS Plan

    By RayJJohnsonJr,
    • 4 replies
    • 855 views

  14. PEOs

    By Madison71,
    • 3 replies
    • 1.8k views

  15. New Jersey-Supplemental Annuity Collective Trust

    By joel,
    • 2 replies
    • 1.6k views

  16. Per diem exclusion and top heavy

    By pmacduff,
    • 2 replies
    • 746 views

  17. Rule of Parity

    By ESOP Guy,
    • 1 reply
    • 2.5k views

  18. 1099R Questions

    By Pammie57,
    • 2 replies
    • 616 views

  19. QKA vs. CPFA

    By MjInvestments,   
    • 4 replies
    • 2.4k views

  20. Rollovers in Plan

    By Chippy,
    • 4 replies
    • 1.1k views

  21. Payment of plan expenses

    By ErisaGooroo,
    • 7 replies
    • 1.7k views

  22. Money purchase contribution dependent upon deferral to 403(b)

    By Belgarath,
    • 6 replies
    • 851 views

  23. Form 2848 - IRS rep asking for practitioner's SSN

    By katiejoseph,
    • 12 replies
    • 5.7k views

  24. Final Rule - PBGC Missing Participants Program

    By Madison71,
    • 2 replies
    • 646 views

  25. Earned Income From Separate Affiliates in Controlled Group

    By ERISAAPPLE,
    • 5 replies
    • 952 views

  26. change plan sponsor

    By M Norton,   
    • 1 reply
    • 3.5k views

  27. Partner and sole proprietor and same client

    By ombskid,
    • 6 replies
    • 1.1k views

  28. Union plan in a right to work state

    By K2retire,
    • 5 replies
    • 1.2k views

  29. How will the 2017 tax reform affect small-business employers' formation of retirement plans?

    By Peter Gulia,   
    • 5 replies
    • 784 views

  30. Plan document 401(h) accoounts

    By PowerCPA,
    • 1 reply
    • 1k views

  31. participant help

    By K2retire,
    • 12 replies
    • 1.8k views

  32. Parsonage Allowance

    By Earl,
    • 6 replies
    • 2.4k views

  33. Controlled Group Change - New Company - New Plan timing

    By Lou S.,
    • 2 replies
    • 796 views

  34. Sections 267 & related entities

    By shERPA,
    • 1 reply
    • 710 views

  35. PS plan vesting schedule amendment

    By dmb,
    • 9 replies
    • 1.6k views

  36. adding loans to safe harbor plan - mid year amendment allowed or not

    By cpc0506,
    • 3 replies
    • 1.4k views

  37. reminder: electronic filing shuts down for a month

    By Tom Poje,
    • 1 reply
    • 512 views

  38. Rate group testing

    By Belgarath,
    • 3 replies
    • 1.3k views

  39. Prohibited Transaction Question

    By Kudos26,
    • 7 replies
    • 2.1k views

  40. valuation date or calendar year for calculation?

    By thepensionmaven,
    • 3 replies
    • 2.2k views

  41. 2018 taxable wage base reduced

    By Tom Poje,
    • 9 replies
    • 968 views

  42. soc sec calculator (for fun, of course!)

    By Tom Poje,
    • 10 replies
    • 1.5k views

  43. Do I need PTIN to do 5330?

    By BG5150,
    • 2 replies
    • 1.7k views

  44. Shared Employees

    By Tom,   
    • 3 replies
    • 893 views

  45. Leased Employee hired

    By Dougsbpc,
    • 2 replies
    • 937 views

  46. Vesting Issue

    By buckaroo,
    • 3 replies
    • 1.1k views

  47. Age on Uniform Lifetime Table for RMD

    By Pension RC,
    • 2 replies
    • 739 views

  48. affiliated service/controlled group

    By thepensionmaven,
    • 3 replies
    • 525 views

  49. Affiliated Service Group

    By RJM5FF,   
    • 1 reply
    • 593 views

  50. Independent auditor report first year of plan

    By thepensionmaven,
    • 4 replies
    • 1k views
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