Retirement Plans in General

5,781 topics in this forum

1. Bonding

   By Young Curmudgeon, March 28, 2018
   • 7 replies
   • 1.5k views
   • 
   • Larry Starr
   • April 1, 2018

2. Cross Testing with 2-Year Eligibility

   By ERISAAPPLE, March 27, 2018
   • 6 replies
   • 2.1k views
   • 
   • ERISAAPPLE
   • March 30, 2018

3. 403(b)/401(k) aggregation REDUX!!! ? New rules?

   By scarabrad, March 28, 2018
   • 4 replies
   • 1.7k views
   • 
   • Bob the Swimmer
   • March 29, 2018

4. Family Attribution

   By dan.jock, March 28, 2018
   • 1 reply
   • 765 views
   • 
   • Belgarath
   • March 29, 2018

5. Refusal to participate in DC plan (maybe religous reasons?)

   By BG5150, March 16, 2018
   • 34 replies
   • 5.7k views
   • 
   • jpod
   • March 26, 2018

6. Self employed - IRA transfers funds to plan for employer contribution

   By Belgarath, March 20, 2018
   • 14 replies
   • 768 views
   • 
   • Larry Starr
   • March 21, 2018

7. Affiliated Service

   By thepensionmaven, March 19, 2018   

   • affiliated service
   • 3 replies
   • 618 views
   • 
   • austin3515
   • March 19, 2018

8. Not an ASG, but what is it?

   By shERPA, March 14, 2018
   • 3 replies
   • 1.1k views
   • 
   • Luke Bailey
   • March 16, 2018

9. Estate administrator/executor duties

   By Belgarath, March 16, 2018
   • 6 replies
   • 850 views
   • 
   • jpod
   • March 16, 2018

10. Death of participant

    By Cynchbeast, March 8, 2018
    • 20 replies
    • 3.1k views
    • 
    • Peter Gulia
    • March 14, 2018

11. Joint operating Company 403b

    By bmore1147, March 6, 2018   

    • 403b
    • 3 replies
    • 781 views
    • 
    • Patricia Neal Jensen
    • March 14, 2018

12. When is a Year of Vesting Service Credited

    By ERISAAPPLE, March 14, 2018
    • 5 replies
    • 2.5k views
    • 
    • BG5150
    • March 14, 2018

13. S-Corp Compensation

    By ERISAAPPLE, March 9, 2018   

    • definition
    • compensation
    • (and 1 more)

      Tagged with:

      • definition
      • compensation
      • s-corporation
    • 4 replies
    • 1.3k views
    • 
    • Larry Starr
    • March 12, 2018

14. Possible Conrolled Group - Shared Employees

    By thepensionmaven, March 8, 2018
    • 4 replies
    • 820 views
    • 
    • thepensionmaven
    • March 9, 2018

15. profit sharing deposit deadline

    By gregburst, September 13, 2012
    • 7 replies
    • 7.2k views
    • 
    • JustMe
    • March 8, 2018

16. IS this a Controlled Group

    By Pammie57, March 7, 2018
    • 5 replies
    • 905 views
    • 
    • Mike Preston
    • March 7, 2018

17. Eligibility not protected--cite?

    By BG5150, March 1, 2018
    • 12 replies
    • 3k views
    • 
    • CJ Allen
    • March 6, 2018

18. Record Retention

    By Pension RC, February 28, 2018
    • 8 replies
    • 3.8k views
    • 
    • rhb401
    • March 2, 2018

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

    By Sue B, February 22, 2018   

    • simple
    • qualified
    • (and 1 more)

      Tagged with:

      • simple
      • qualified
      • fiscal year
    • 4 replies
    • 1.1k views
    • 
    • Sue B
    • February 28, 2018

20. third party admin software programs

    By jeanh, January 24, 2018
    • 12 replies
    • 2.9k views
    • 
    • YogaTPA
    • February 28, 2018

21. New Disabilty regulations

    By Belgarath, February 22, 2018
    • 7 replies
    • 963 views
    • 
    • Larry Starr
    • February 26, 2018

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

    By Dave Baker, February 22, 2018
    • 0 replies
    • 749 views
    • 
    • Dave Baker
    • February 22, 2018

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

    By Peter Gulia, February 14, 2018   

    • rule; regulation
    • 11 replies
    • 1.5k views
    • 
    • shERPA
    • February 16, 2018

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

    By BG5150, February 15, 2018
    • 2 replies
    • 631 views
    • 
    • Peter Gulia
    • February 15, 2018

25. reasonable business classification

    By imchipbrown, February 13, 2018
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 14, 2018

26. Settlement of a Benefit Claim - How to Report

    By TaxLawyer1978, February 9, 2018
    • 8 replies
    • 1.6k views
    • 
    • Larry Starr
    • February 12, 2018

27. December 31 is a Sunday

    By Below Ground, January 29, 2018   

    • last day rule
    • 39 replies
    • 3.9k views
    • 
    • Larry Starr
    • February 10, 2018

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

    By ldr, February 9, 2018   

    • controlled group
    • compensation
    • (and 2 more)

      Tagged with:

      • controlled group
      • compensation
      • llc
      • k-1
    • 6 replies
    • 1.1k views
    • 
    • Lou S.
    • February 9, 2018

29. Outsourced CFO - affiliated service group

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

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

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

31. PEOs

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

32. New Jersey-Supplemental Annuity Collective Trust

    By joel, January 29, 2018
    • 2 replies
    • 1.7k views
    • 
    • joel
    • January 30, 2018

33. Per diem exclusion and top heavy

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

34. Rule of Parity

    By ESOP Guy, January 26, 2018
    • 1 reply
    • 2.6k views
    • 
    • Tom Poje
    • January 29, 2018

35. 1099R Questions

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

36. QKA vs. CPFA

    By MjInvestments, January 22, 2018   

    • credentials
    • qka
    • (and 1 more)

      Tagged with:

      • credentials
      • qka
      • cpfa
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • January 23, 2018

37. Rollovers in Plan

    By Chippy, January 22, 2018
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • January 22, 2018

38. Payment of plan expenses

    By ErisaGooroo, January 12, 2018
    • 7 replies
    • 1.8k views
    • 
    • ErisaGooroo
    • January 19, 2018

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

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

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

    By katiejoseph, January 8, 2018
    • 12 replies
    • 5.9k views
    • 
    • pmacduff
    • January 10, 2018

41. Final Rule - PBGC Missing Participants Program

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

42. Earned Income From Separate Affiliates in Controlled Group

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

43. change plan sponsor

    By M Norton, December 27, 2017   

    • plan sponsor
    • change plan sponsor
    • 1 reply
    • 3.6k views
    • 
    • card
    • December 28, 2017

44. Partner and sole proprietor and same client

    By ombskid, December 21, 2017
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • December 27, 2017

45. Union plan in a right to work state

    By K2retire, December 22, 2017
    • 5 replies
    • 1.3k views
    • 
    • K2retire
    • December 26, 2017

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

    By Peter Gulia, December 19, 2017   

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

47. Plan document 401(h) accoounts

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

48. participant help

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

49. Parsonage Allowance

    By Earl, December 14, 2017
    • 6 replies
    • 2.5k views
    • 
    • Earl
    • December 17, 2017

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

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