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Retirement Plans in General

5,840 topics in this forum

  1. Sub S shareholder "wages"

    By thepensionmaven,
    • 15 replies
    • 5.7k views

  2. That a retirement plan required no spouse's consent for a distribution before the participant's death meant a surviving spouse gets no portion of a $2.7 million benefit.

    By Peter Gulia,   
    • 48 replies
    • 7.3k views

  3. Form 5330 - Notice CP-220

    By ERISAAPPLE,
    • 0 replies
    • 1k views

  4. 11-g amendment for one person--SMM required?

    By BG5150,
    • 1 reply
    • 1k views

  5. K1 with outside W2

    By ombskid,
    • 5 replies
    • 1k views

  6. Split plans to avoid audit - with a twist

    By RatherBeGolfing,
    • 5 replies
    • 1.3k views

  7. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE,
    • 5 replies
    • 1.9k views

  8. Required Minimum distributions

    By Chippy,
    • 12 replies
    • 2.9k views

  9. Benefits, Rights and Features

    By thepensionmaven,
    • 7 replies
    • 2.1k views

  10. Def'n of beneficiary and spousal waiver - in ERISA?

    By AlbanyConsultant,
    • 25 replies
    • 19.8k views

  11. Bonding

    By Young Curmudgeon,
    • 7 replies
    • 2k views

  12. Cross Testing with 2-Year Eligibility

    By ERISAAPPLE,
    • 6 replies
    • 2.7k views

  13. 403(b)/401(k) aggregation REDUX!!! ? New rules?

    By scarabrad,
    • 4 replies
    • 2.1k views

  14. Family Attribution

    By dan.jock,
    • 1 reply
    • 1.1k views

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

    By BG5150,
    • 34 replies
    • 6.9k views

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

    By Belgarath,
    • 14 replies
    • 1.2k views

  17. Affiliated Service

    By thepensionmaven,   
    • 3 replies
    • 910 views

  18. Not an ASG, but what is it?

    By shERPA,
    • 3 replies
    • 1.4k views

  19. Estate administrator/executor duties

    By Belgarath,
    • 6 replies
    • 1.2k views

  20. Death of participant

    By Cynchbeast,
    • 20 replies
    • 4k views

  21. Joint operating Company 403b

    By bmore1147,   
    • 3 replies
    • 1.1k views

  22. When is a Year of Vesting Service Credited

    By ERISAAPPLE,
    • 5 replies
    • 3.1k views

  23. S-Corp Compensation

    By ERISAAPPLE,   
    • 4 replies
    • 1.9k views

  24. Possible Conrolled Group - Shared Employees

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  25. profit sharing deposit deadline

    By gregburst,
    • 7 replies
    • 7.7k views

  26. IS this a Controlled Group

    By Pammie57,
    • 5 replies
    • 1.2k views

  27. Eligibility not protected--cite?

    By BG5150,
    • 12 replies
    • 3.8k views

  28. Record Retention

    By Pension RC,
    • 8 replies
    • 5.4k views

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

    By Sue B,   
    • 4 replies
    • 1.5k views

  30. third party admin software programs

    By jeanh,
    • 12 replies
    • 3.8k views

  31. New Disabilty regulations

    By Belgarath,
    • 7 replies
    • 1.3k views

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

    By Dave Baker,
    • 0 replies
    • 1.1k views

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

    By Peter Gulia,   
    • 11 replies
    • 1.9k views

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

    By BG5150,
    • 2 replies
    • 858 views

  35. reasonable business classification

    By imchipbrown,
    • 1 reply
    • 1.9k views

  36. Settlement of a Benefit Claim - How to Report

    By TaxLawyer1978,
    • 8 replies
    • 2.2k views

  37. December 31 is a Sunday

    By Below Ground,   
    • 39 replies
    • 5.2k views

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

    By ldr,   
    • 6 replies
    • 1.5k views

  39. Outsourced CFO - affiliated service group

    By dan.jock,
    • 3 replies
    • 1.1k views

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

    By RayJJohnsonJr,
    • 4 replies
    • 1.2k views

  41. PEOs

    By Madison71,
    • 3 replies
    • 2.1k views

  42. New Jersey-Supplemental Annuity Collective Trust

    By joel,
    • 2 replies
    • 2k views

  43. Per diem exclusion and top heavy

    By pmacduff,
    • 2 replies
    • 975 views

  44. Rule of Parity

    By ESOP Guy,
    • 1 reply
    • 2.9k views

  45. 1099R Questions

    By Pammie57,
    • 2 replies
    • 937 views

  46. QKA vs. CPFA

    By MjInvestments,   
    • 4 replies
    • 3k views

  47. Rollovers in Plan

    By Chippy,
    • 4 replies
    • 1.4k views

  48. Payment of plan expenses

    By ErisaGooroo,
    • 7 replies
    • 2.2k views

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

    By Belgarath,
    • 6 replies
    • 1.2k views

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

    By katiejoseph,
    • 12 replies
    • 7.5k views
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