Jump to content

Retirement Plans in General

5,796 topics in this forum

  1. QKA vs. CPFA

    By MjInvestments,   
    • 4 replies
    • 2.6k views

  2. Rollovers in Plan

    By Chippy,
    • 4 replies
    • 1.1k views

  3. Payment of plan expenses

    By ErisaGooroo,
    • 7 replies
    • 1.8k views

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

    By Belgarath,
    • 6 replies
    • 927 views

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

    By katiejoseph,
    • 12 replies
    • 6.2k views

  6. Final Rule - PBGC Missing Participants Program

    By Madison71,
    • 2 replies
    • 689 views

  7. Earned Income From Separate Affiliates in Controlled Group

    By ERISAAPPLE,
    • 5 replies
    • 1k views

  8. change plan sponsor

    By M Norton,   
    • 1 reply
    • 3.6k views

  9. Partner and sole proprietor and same client

    By ombskid,
    • 6 replies
    • 1.2k views

  10. Union plan in a right to work state

    By K2retire,
    • 5 replies
    • 1.4k views

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

    By Peter Gulia,   
    • 5 replies
    • 840 views

  12. Plan document 401(h) accoounts

    By PowerCPA,
    • 1 reply
    • 1.1k views

  13. participant help

    By K2retire,
    • 12 replies
    • 1.9k views

  14. Parsonage Allowance

    By Earl,
    • 6 replies
    • 2.6k views

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

    By Lou S.,
    • 2 replies
    • 841 views

  16. Sections 267 & related entities

    By shERPA,
    • 1 reply
    • 744 views

  17. PS plan vesting schedule amendment

    By dmb,
    • 9 replies
    • 1.6k views

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

    By cpc0506,
    • 3 replies
    • 1.5k views

  19. reminder: electronic filing shuts down for a month

    By Tom Poje,
    • 1 reply
    • 564 views

  20. Rate group testing

    By Belgarath,
    • 3 replies
    • 1.3k views

  21. Prohibited Transaction Question

    By Kudos26,
    • 7 replies
    • 2.3k views

  22. valuation date or calendar year for calculation?

    By thepensionmaven,
    • 3 replies
    • 2.3k views

  23. 2018 taxable wage base reduced

    By Tom Poje,
    • 9 replies
    • 1k views

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

    By Tom Poje,
    • 10 replies
    • 1.5k views

  25. Do I need PTIN to do 5330?

    By BG5150,
    • 2 replies
    • 1.8k views

  26. Shared Employees

    By Tom,   
    • 3 replies
    • 985 views

  27. Leased Employee hired

    By Dougsbpc,
    • 2 replies
    • 972 views

  28. Vesting Issue

    By buckaroo,
    • 3 replies
    • 1.2k views

  29. Age on Uniform Lifetime Table for RMD

    By Pension RC,
    • 2 replies
    • 851 views

  30. affiliated service/controlled group

    By thepensionmaven,
    • 3 replies
    • 569 views

  31. Affiliated Service Group

    By RJM5FF,   
    • 1 reply
    • 634 views

  32. Independent auditor report first year of plan

    By thepensionmaven,
    • 4 replies
    • 1k views

  33. Risks to Individual Plan in Controlled Group

    By kmhaab,
    • 4 replies
    • 726 views

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

    By Tom Poje,
    • 0 replies
    • 647 views

  35. Can I start filing a 5500EZ?

    By RayJJohnsonJr,
    • 2 replies
    • 491 views

  36. Family Attribution - Controlled Group

    By dottie,
    • 3 replies
    • 1.7k views

  37. ASG / A-Org

    By JPIngold,
    • 9 replies
    • 2k views

  38. Changing Recordkeepers

    By coleboy,
    • 6 replies
    • 1k views

  39. Pre-approved plan document amendment to permit rollovers

    By buckaroo,
    • 3 replies
    • 839 views

  40. ROBS plans and UBTI

    By Belgarath,
    • 3 replies
    • 2.2k views

  41. Controlled group

    By Belgarath,
    • 15 replies
    • 3.7k views

  42. Adopting Employer

    By 401(k)athryn,
    • 5 replies
    • 1.3k views

  43. Top Heavy Aggregation of plans

    By Tom,
    • 2 replies
    • 854 views

  44. Failed ADP test

    By Cynchbeast,
    • 11 replies
    • 2.4k views

  45. SH NEC

    By Cynchbeast,
    • 3 replies
    • 1.8k views

  46. Simple, SEP, Solo - Education

    By MjInvestments,
    • 1 reply
    • 635 views

  47. Real Estate Limited Partnership Investments by retirement plans

    By ldr,   
    • 10 replies
    • 718 views

  48. ISA Party-in-Interest ?

    By lupacexi,
    • 2 replies
    • 790 views

  49. Irrevocable Trust/ERISA Coverage

    By JWRB,
    • 15 replies
    • 2.4k views

  50. Is a husband required to make a new 2nd wife his profit sharing beneficiary?

    By RayJJohnsonJr,
    • 17 replies
    • 6.4k views
×
×
  • Create New...