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Retirement Plans in General

5,811 topics in this forum

  1. New Disabilty regulations

    By Belgarath,
    • 7 replies
    • 1.1k views

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

    By Dave Baker,
    • 0 replies
    • 820 views

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

    By Peter Gulia,   
    • 11 replies
    • 1.6k views

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

    By BG5150,
    • 2 replies
    • 696 views

  5. reasonable business classification

    By imchipbrown,
    • 1 reply
    • 1.5k views

  6. Settlement of a Benefit Claim - How to Report

    By TaxLawyer1978,
    • 8 replies
    • 1.8k views

  7. December 31 is a Sunday

    By Below Ground,   
    • 39 replies
    • 4.2k views

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

    By ldr,   
    • 6 replies
    • 1.3k views

  9. Outsourced CFO - affiliated service group

    By dan.jock,
    • 3 replies
    • 899 views

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

    By RayJJohnsonJr,
    • 4 replies
    • 938 views

  11. PEOs

    By Madison71,
    • 3 replies
    • 1.9k views

  12. New Jersey-Supplemental Annuity Collective Trust

    By joel,
    • 2 replies
    • 1.8k views

  13. Per diem exclusion and top heavy

    By pmacduff,
    • 2 replies
    • 831 views

  14. Rule of Parity

    By ESOP Guy,
    • 1 reply
    • 2.7k views

  15. 1099R Questions

    By Pammie57,
    • 2 replies
    • 680 views

  16. QKA vs. CPFA

    By MjInvestments,   
    • 4 replies
    • 2.7k views

  17. Rollovers in Plan

    By Chippy,
    • 4 replies
    • 1.1k views

  18. Payment of plan expenses

    By ErisaGooroo,
    • 7 replies
    • 1.9k views

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

    By Belgarath,
    • 6 replies
    • 1k views

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

    By katiejoseph,
    • 12 replies
    • 6.5k views

  21. Final Rule - PBGC Missing Participants Program

    By Madison71,
    • 2 replies
    • 727 views

  22. Earned Income From Separate Affiliates in Controlled Group

    By ERISAAPPLE,
    • 5 replies
    • 1.1k views

  23. change plan sponsor

    By M Norton,   
    • 1 reply
    • 3.6k views

  24. Partner and sole proprietor and same client

    By ombskid,
    • 6 replies
    • 1.3k views

  25. Union plan in a right to work state

    By K2retire,
    • 5 replies
    • 1.6k views

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

    By Peter Gulia,   
    • 5 replies
    • 905 views

  27. Plan document 401(h) accoounts

    By PowerCPA,
    • 1 reply
    • 1.1k views

  28. participant help

    By K2retire,
    • 12 replies
    • 1.9k views

  29. Parsonage Allowance

    By Earl,
    • 6 replies
    • 2.7k views

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

    By Lou S.,
    • 2 replies
    • 888 views

  31. Sections 267 & related entities

    By shERPA,
    • 1 reply
    • 781 views

  32. PS plan vesting schedule amendment

    By dmb,
    • 9 replies
    • 1.7k views

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

    By cpc0506,
    • 3 replies
    • 1.5k views

  34. reminder: electronic filing shuts down for a month

    By Tom Poje,
    • 1 reply
    • 602 views

  35. Rate group testing

    By Belgarath,
    • 3 replies
    • 1.4k views

  36. Prohibited Transaction Question

    By Kudos26,
    • 7 replies
    • 2.4k views

  37. valuation date or calendar year for calculation?

    By thepensionmaven,
    • 3 replies
    • 2.4k views

  38. 2018 taxable wage base reduced

    By Tom Poje,
    • 9 replies
    • 1.1k views

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

    By Tom Poje,
    • 10 replies
    • 1.6k views

  40. Do I need PTIN to do 5330?

    By BG5150,
    • 2 replies
    • 1.8k views

  41. Shared Employees

    By Tom,   
    • 3 replies
    • 1.1k views

  42. Leased Employee hired

    By Dougsbpc,
    • 2 replies
    • 1k views

  43. Vesting Issue

    By buckaroo,
    • 3 replies
    • 1.2k views

  44. Age on Uniform Lifetime Table for RMD

    By Pension RC,
    • 2 replies
    • 919 views

  45. affiliated service/controlled group

    By thepensionmaven,
    • 3 replies
    • 610 views

  46. Affiliated Service Group

    By RJM5FF,   
    • 1 reply
    • 675 views

  47. Independent auditor report first year of plan

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  48. Risks to Individual Plan in Controlled Group

    By kmhaab,
    • 4 replies
    • 797 views

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

    By Tom Poje,
    • 0 replies
    • 678 views

  50. Can I start filing a 5500EZ?

    By RayJJohnsonJr,
    • 2 replies
    • 518 views
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