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Retirement Plans in General

5,829 topics in this forum

  1. Cross Testing with 2-Year Eligibility

    By ERISAAPPLE,
    • 6 replies
    • 2.6k views

  2. 403(b)/401(k) aggregation REDUX!!! ? New rules?

    By scarabrad,
    • 4 replies
    • 2k views

  3. Family Attribution

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

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

    By BG5150,
    • 34 replies
    • 6.7k views

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

    By Belgarath,
    • 14 replies
    • 1.1k views

  6. Affiliated Service

    By thepensionmaven,   
    • 3 replies
    • 836 views

  7. Not an ASG, but what is it?

    By shERPA,
    • 3 replies
    • 1.4k views

  8. Estate administrator/executor duties

    By Belgarath,
    • 6 replies
    • 1.1k views

  9. Death of participant

    By Cynchbeast,
    • 20 replies
    • 3.8k views

  10. Joint operating Company 403b

    By bmore1147,   
    • 3 replies
    • 1.1k views

  11. When is a Year of Vesting Service Credited

    By ERISAAPPLE,
    • 5 replies
    • 3k views

  12. S-Corp Compensation

    By ERISAAPPLE,   
    • 4 replies
    • 1.8k views

  13. Possible Conrolled Group - Shared Employees

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  14. profit sharing deposit deadline

    By gregburst,
    • 7 replies
    • 7.6k views

  15. IS this a Controlled Group

    By Pammie57,
    • 5 replies
    • 1.2k views

  16. Eligibility not protected--cite?

    By BG5150,
    • 12 replies
    • 3.6k views

  17. Record Retention

    By Pension RC,
    • 8 replies
    • 5.3k views

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

    By Sue B,   
    • 4 replies
    • 1.5k views

  19. third party admin software programs

    By jeanh,
    • 12 replies
    • 3.7k views

  20. New Disabilty regulations

    By Belgarath,
    • 7 replies
    • 1.2k views

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

    By Dave Baker,
    • 0 replies
    • 1k views

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

    By Peter Gulia,   
    • 11 replies
    • 1.8k views

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

    By BG5150,
    • 2 replies
    • 802 views

  24. reasonable business classification

    By imchipbrown,
    • 1 reply
    • 1.9k views

  25. Settlement of a Benefit Claim - How to Report

    By TaxLawyer1978,
    • 8 replies
    • 2.1k views

  26. December 31 is a Sunday

    By Below Ground,   
    • 39 replies
    • 4.9k views

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

    By ldr,   
    • 6 replies
    • 1.4k views

  28. Outsourced CFO - affiliated service group

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

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

    By RayJJohnsonJr,
    • 4 replies
    • 1.1k views

  30. PEOs

    By Madison71,
    • 3 replies
    • 2k views

  31. New Jersey-Supplemental Annuity Collective Trust

    By joel,
    • 2 replies
    • 2k views

  32. Per diem exclusion and top heavy

    By pmacduff,
    • 2 replies
    • 936 views

  33. Rule of Parity

    By ESOP Guy,
    • 1 reply
    • 2.8k views

  34. 1099R Questions

    By Pammie57,
    • 2 replies
    • 882 views

  35. QKA vs. CPFA

    By MjInvestments,   
    • 4 replies
    • 3k views

  36. Rollovers in Plan

    By Chippy,
    • 4 replies
    • 1.3k views

  37. Payment of plan expenses

    By ErisaGooroo,
    • 7 replies
    • 2.2k views

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

    By Belgarath,
    • 6 replies
    • 1.2k views

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

    By katiejoseph,
    • 12 replies
    • 7.3k views

  40. Final Rule - PBGC Missing Participants Program

    By Madison71,
    • 2 replies
    • 861 views

  41. Earned Income From Separate Affiliates in Controlled Group

    By ERISAAPPLE,
    • 5 replies
    • 1.2k views

  42. change plan sponsor

    By M Norton,   
    • 1 reply
    • 3.8k views

  43. Partner and sole proprietor and same client

    By ombskid,
    • 6 replies
    • 1.6k views

  44. Union plan in a right to work state

    By K2retire,
    • 5 replies
    • 1.9k views

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

    By Peter Gulia,   
    • 5 replies
    • 1.1k views

  46. Plan document 401(h) accoounts

    By PowerCPA,
    • 1 reply
    • 1.3k views

  47. participant help

    By K2retire,
    • 12 replies
    • 2.3k views

  48. Parsonage Allowance

    By Earl,
    • 6 replies
    • 3.1k views

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

    By Lou S.,
    • 2 replies
    • 1k views

  50. Sections 267 & related entities

    By shERPA,
    • 1 reply
    • 940 views
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