Retirement Plans in General

5,772 topics in this forum

1. Settlement of a Benefit Claim - How to Report

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

2. Outsourced CFO - affiliated service group

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

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

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

4. PEOs

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

5. New Jersey-Supplemental Annuity Collective Trust

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

6. December 31 is a Sunday

   By Below Ground, January 29, 2018   

   • last day rule
   • 39 replies
   • 3.8k views
   • 
   • Larry Starr
   • February 10, 2018

7. Rule of Parity

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

8. Per diem exclusion and top heavy

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

9. 1099R Questions

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

10. third party admin software programs

    By jeanh, January 24, 2018
    • 12 replies
    • 2.8k views
    • 
    • YogaTPA
    • February 28, 2018

11. 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

12. Rollovers in Plan

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

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

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

14. Payment of plan expenses

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

15. Final Rule - PBGC Missing Participants Program

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

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

    By katiejoseph, January 8, 2018
    • 12 replies
    • 5.7k views
    • 
    • pmacduff
    • January 10, 2018

17. Earned Income From Separate Affiliates in Controlled Group

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

18. update to SS-4 TIN website - SSN required?

    By justanotheradmin, January 2, 2018   

    • ss-4
    • tin
    • (and 1 more)

      Tagged with:

      • ss-4
      • tin
      • irs
    • 10 replies
    • 4.5k views
    • 
    • ERISAcpr
    • August 1, 2019

19. change plan sponsor

    By M Norton, December 27, 2017   

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

20. Union plan in a right to work state

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

21. Partner and sole proprietor and same client

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

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

    By Peter Gulia, December 19, 2017   

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

23. Plan document 401(h) accoounts

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

24. Controlled group - married couple-separate business

    By Tom, December 14, 2017
    • 6 replies
    • 6.4k views
    • 
    • Rhiannon
    • December 4, 2018

25. Parsonage Allowance

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

26. participant help

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

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

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

28. Sections 267 & related entities

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

29. PS plan vesting schedule amendment

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

30. reminder: electronic filing shuts down for a month

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

31. Rate group testing

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

32. Prohibited Transaction Question

    By Kudos26, November 30, 2017
    • 7 replies
    • 2.2k views
    • 
    • Luke Bailey
    • December 4, 2017

33. 25% of eligible compensation deductible limit

    By dmb, November 30, 2017
    • 12 replies
    • 3.9k views
    • 
    • Belgarath
    • September 12, 2022

34. valuation date or calendar year for calculation?

    By thepensionmaven, November 30, 2017
    • 3 replies
    • 2.2k views
    • 
    • Bird
    • November 30, 2017

35. 2018 taxable wage base reduced

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

36. Shared Employees

    By Tom, November 27, 2017   

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

37. Vesting Issue

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

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

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

39. Age on Uniform Lifetime Table for RMD

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

40. 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
    • 600 views
    • 
    • ETA Consulting LLC
    • November 16, 2017

41. affiliated service/controlled group

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

42. Independent auditor report first year of plan

    By thepensionmaven, November 14, 2017
    • 4 replies
    • 1k views
    • 
    • thepensionmaven
    • November 15, 2017

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

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

44. Risks to Individual Plan in Controlled Group

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

45. Family Attribution - Controlled Group

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

46. ASG / A-Org

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

47. Changing Recordkeepers

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

48. Top 20 Election

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

49. ROBS plans and UBTI

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

50. Top Heavy Aggregation of plans

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