Retirement Plans in General

5,753 topics in this forum

1. Outsourced CFO - affiliated service group

   By dan.jock, February 6, 2018
   • 3 replies
   • 780 views
   • 
   • Luke Bailey
   • February 8, 2018

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

   By RayJJohnsonJr, February 2, 2018
   • 4 replies
   • 850 views
   • 
   • RayJJohnsonJr
   • February 6, 2018

3. PEOs

   By Madison71, January 31, 2018
   • 3 replies
   • 1.8k views
   • 
   • Madison71
   • February 1, 2018

4. New Jersey-Supplemental Annuity Collective Trust

   By joel, January 29, 2018
   • 2 replies
   • 1.6k views
   • 
   • joel
   • January 30, 2018

5. Per diem exclusion and top heavy

   By pmacduff, January 26, 2018
   • 2 replies
   • 741 views
   • 
   • Larry Starr
   • January 30, 2018

6. Rule of Parity

   By ESOP Guy, January 26, 2018
   • 1 reply
   • 2.5k views
   • 
   • Tom Poje
   • January 29, 2018

7. 1099R Questions

   By Pammie57, January 25, 2018
   • 2 replies
   • 608 views
   • 
   • Pammie57
   • January 25, 2018

8. QKA vs. CPFA

   By MjInvestments, January 22, 2018   

   • credentials
   • qka
   • (and 1 more)

     Tagged with:

     • credentials
     • qka
     • cpfa
   • 4 replies
   • 2.4k views
   • 
   • david rigby
   • January 23, 2018

9. Rollovers in Plan

   By Chippy, January 22, 2018
   • 4 replies
   • 1k views
   • 
   • Luke Bailey
   • January 22, 2018

10. Payment of plan expenses

    By ErisaGooroo, January 12, 2018
    • 7 replies
    • 1.7k views
    • 
    • ErisaGooroo
    • January 19, 2018

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

    By Belgarath, January 18, 2018
    • 6 replies
    • 837 views
    • 
    • Belgarath
    • January 19, 2018

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

    By katiejoseph, January 8, 2018
    • 12 replies
    • 5.6k views
    • 
    • pmacduff
    • January 10, 2018

13. Final Rule - PBGC Missing Participants Program

    By Madison71, January 9, 2018
    • 2 replies
    • 640 views
    • 
    • Madison71
    • January 10, 2018

14. Earned Income From Separate Affiliates in Controlled Group

    By ERISAAPPLE, January 8, 2018
    • 5 replies
    • 938 views
    • 
    • Kevin C
    • January 9, 2018

15. change plan sponsor

    By M Norton, December 27, 2017   

    • plan sponsor
    • change plan sponsor
    • 1 reply
    • 3.5k views
    • 
    • card
    • December 28, 2017

16. Partner and sole proprietor and same client

    By ombskid, December 21, 2017
    • 6 replies
    • 1.1k views
    • 
    • Luke Bailey
    • December 27, 2017

17. Union plan in a right to work state

    By K2retire, December 22, 2017
    • 5 replies
    • 1.2k views
    • 
    • K2retire
    • December 26, 2017

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

    By Peter Gulia, December 19, 2017   

    • plan formation
    • 5 replies
    • 774 views
    • 
    • Peter Gulia
    • December 21, 2017

19. Plan document 401(h) accoounts

    By PowerCPA, December 15, 2017
    • 1 reply
    • 1k views
    • 
    • JamesK
    • December 20, 2017

20. participant help

    By K2retire, December 14, 2017
    • 12 replies
    • 1.8k views
    • 
    • K2retire
    • December 19, 2017

21. Parsonage Allowance

    By Earl, December 14, 2017
    • 6 replies
    • 2.4k views
    • 
    • Earl
    • December 17, 2017

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

    By Lou S., December 11, 2017
    • 2 replies
    • 788 views
    • 
    • Lou S.
    • December 13, 2017

23. Sections 267 & related entities

    By shERPA, December 8, 2017
    • 1 reply
    • 703 views
    • 
    • Luke Bailey
    • December 11, 2017

24. PS plan vesting schedule amendment

    By dmb, December 6, 2017
    • 9 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 7, 2017

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

    By cpc0506, February 9, 2016
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • December 6, 2017

26. reminder: electronic filing shuts down for a month

    By Tom Poje, December 5, 2017
    • 1 reply
    • 504 views
    • 
    • My 2 cents
    • December 5, 2017

27. Rate group testing

    By Belgarath, December 5, 2017
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • December 5, 2017

28. Prohibited Transaction Question

    By Kudos26, November 30, 2017
    • 7 replies
    • 2.1k views
    • 
    • Luke Bailey
    • December 4, 2017

29. valuation date or calendar year for calculation?

    By thepensionmaven, November 30, 2017
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • November 30, 2017

30. 2018 taxable wage base reduced

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

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

    By Tom Poje, November 17, 2017
    • 10 replies
    • 1.5k views
    • 
    • Mike Preston
    • November 29, 2017

32. Do I need PTIN to do 5330?

    By BG5150, March 20, 2014
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • November 29, 2017

33. Shared Employees

    By Tom, November 27, 2017   

    • shared employees
    • 3 replies
    • 875 views
    • 
    • Bird
    • November 29, 2017

34. Leased Employee hired

    By Dougsbpc, December 14, 2015
    • 2 replies
    • 926 views
    • 
    • mariemonroe
    • November 28, 2017

35. Vesting Issue

    By buckaroo, November 21, 2017
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • November 22, 2017

36. Age on Uniform Lifetime Table for RMD

    By Pension RC, November 17, 2017
    • 2 replies
    • 714 views
    • 
    • ETA Consulting LLC
    • November 18, 2017

37. affiliated service/controlled group

    By thepensionmaven, November 16, 2017
    • 3 replies
    • 515 views
    • 
    • Mike Preston
    • November 16, 2017

38. Affiliated Service Group

    By RJM5FF, November 16, 2017   

    • affiliated service group
    • b-organization
    • (and 4 more)

      Tagged with:

      • affiliated service group
      • b-organization
      • irc 414
      • first service organization
      • fso
      • irc 414(m)
    • 1 reply
    • 584 views
    • 
    • ETA Consulting LLC
    • November 16, 2017

39. Independent auditor report first year of plan

    By thepensionmaven, November 14, 2017
    • 4 replies
    • 993 views
    • 
    • thepensionmaven
    • November 15, 2017

40. Risks to Individual Plan in Controlled Group

    By kmhaab, November 7, 2017
    • 4 replies
    • 650 views
    • 
    • kmhaab
    • November 14, 2017

41. annual "plan ahead" your filings as FIRE shuts down

    By Tom Poje, November 13, 2017
    • 0 replies
    • 595 views
    • 
    • Tom Poje
    • November 13, 2017

42. Can I start filing a 5500EZ?

    By RayJJohnsonJr, October 19, 2017
    • 2 replies
    • 456 views
    • 
    • RayJJohnsonJr
    • November 9, 2017

43. Family Attribution - Controlled Group

    By dottie, November 3, 2017
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 7, 2017

44. ASG / A-Org

    By JPIngold, October 31, 2017
    • 9 replies
    • 1.9k views
    • 
    • Christine Roberts
    • November 2, 2017

45. Changing Recordkeepers

    By coleboy, October 31, 2017
    • 6 replies
    • 935 views
    • 
    • hr for me
    • November 1, 2017

46. Pre-approved plan document amendment to permit rollovers

    By buckaroo, October 24, 2017
    • 3 replies
    • 804 views
    • 
    • Bird
    • October 30, 2017

47. ROBS plans and UBTI

    By Belgarath, October 27, 2017
    • 3 replies
    • 2.1k views
    • 
    • Belgarath
    • October 27, 2017

48. Controlled group

    By Belgarath, July 22, 2016
    • 15 replies
    • 3.6k views
    • 
    • Bill Presson
    • October 27, 2017

49. Adopting Employer

    By 401(k)athryn, October 25, 2017
    • 5 replies
    • 1.2k views
    • 
    • 401(k)athryn
    • October 27, 2017

50. Top Heavy Aggregation of plans

    By Tom, October 26, 2017
    • 2 replies
    • 816 views
    • 
    • Mike Preston
    • October 26, 2017