Retirement Plans in General

5,753 topics in this forum

1. Union plan in a right to work state

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

2. Partner and sole proprietor and same client

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

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

   By Peter Gulia, December 19, 2017   

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

4. Plan document 401(h) accoounts

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

5. Controlled group - married couple-separate business

   By Tom, December 14, 2017
   • 6 replies
   • 6.3k views
   • 
   • Rhiannon
   • December 4, 2018

6. Parsonage Allowance

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

7. participant help

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

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

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

9. Sections 267 & related entities

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

10. PS plan vesting schedule amendment

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

11. reminder: electronic filing shuts down for a month

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

12. Rate group testing

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

13. Prohibited Transaction Question

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

14. 25% of eligible compensation deductible limit

    By dmb, November 30, 2017
    • 12 replies
    • 3.8k views
    • 
    • Belgarath
    • September 12, 2022

15. valuation date or calendar year for calculation?

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

16. 2018 taxable wage base reduced

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

17. Shared Employees

    By Tom, November 27, 2017   

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

18. Vesting Issue

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

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

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

20. Age on Uniform Lifetime Table for RMD

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

21. 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

22. affiliated service/controlled group

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

23. Independent auditor report first year of plan

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

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

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

25. Risks to Individual Plan in Controlled Group

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

26. Family Attribution - Controlled Group

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

27. ASG / A-Org

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

28. Changing Recordkeepers

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

29. Top 20 Election

    By Cloudy, October 27, 2017
    • 4 replies
    • 1.2k views
    • 
    • Bri
    • September 27, 2021

30. ROBS plans and UBTI

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

31. Top Heavy Aggregation of plans

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

32. Adopting Employer

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

33. Pre-approved plan document amendment to permit rollovers

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

34. Failed ADP test

    By Cynchbeast, October 23, 2017
    • 11 replies
    • 2.2k views
    • 
    • Tom Poje
    • October 26, 2017

35. SH NEC

    By Cynchbeast, October 20, 2017
    • 3 replies
    • 1.8k views
    • 
    • stephen
    • October 24, 2017

36. ISA Party-in-Interest ?

    By lupacexi, October 20, 2017
    • 2 replies
    • 664 views
    • 
    • david rigby
    • October 20, 2017

37. Real Estate Limited Partnership Investments by retirement plans

    By ldr, October 19, 2017   

    • valuation; trust accounting
    • 10 replies
    • 650 views
    • 
    • My 2 cents
    • October 20, 2017

38. Can I start filing a 5500EZ?

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

39. IRS Announces 2018 Retirement Plan Limits

    By Lois Baker, October 19, 2017
    • 0 replies
    • 492 views
    • 
    • Lois Baker
    • October 19, 2017

40. Irrevocable Trust/ERISA Coverage

    By JWRB, October 18, 2017
    • 15 replies
    • 2.2k views
    • 
    • MoJo
    • October 19, 2017

41. Simple, SEP, Solo - Education

    By MjInvestments, October 18, 2017
    • 1 reply
    • 598 views
    • 
    • Bob the Swimmer
    • October 21, 2017

42. taxable wage base

    By Tom Poje, October 16, 2017
    • 2 replies
    • 387 views
    • 
    • stephen
    • October 16, 2017

43. indexed limits

    By Tom Poje, October 13, 2017
    • 2 replies
    • 592 views
    • 
    • Tom Poje
    • October 16, 2017

44. Plan Investment option/restriction

    By Earl, October 13, 2017   

    • foreign ordinaries
    • 0 replies
    • 404 views
    • 
    • Earl
    • October 13, 2017

45. Form 5330 Signatures

    By Pension RC, October 11, 2017
    • 2 replies
    • 2k views
    • 
    • Bill Presson
    • October 13, 2017

46. Corporation Versus Partnership Ownership

    By ETA Consulting LLC, October 9, 2017
    • 4 replies
    • 716 views
    • 
    • RatherBeGolfing
    • October 10, 2017

47. Best way to designate a beneficiary so as to divide among several charities?

    By Chippy, October 6, 2017
    • 3 replies
    • 504 views
    • 
    • jpod
    • October 6, 2017

48. Some Participants Didn't Get Allocation of Profit Sharing Contribution

    By Madison71, October 6, 2017
    • 4 replies
    • 2.3k views
    • 
    • Luke Bailey
    • October 9, 2017

49. Hurricane Irma - Due date of DC final deposit

    By ldr, October 4, 2017   

    • hurricane
    • contribution
    • (and 2 more)

      Tagged with:

      • hurricane
      • contribution
      • due date
      • extension
    • 3 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • October 4, 2017

50. Benefits Reading - Best Places to Go

    By Madison71, October 4, 2017
    • 5 replies
    • 661 views
    • 
    • Lois Baker
    • October 10, 2017