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Retirement Plans in General

5,802 topics in this forum

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

    By RayJJohnsonJr,
    • 4 replies
    • 918 views

  2. PEOs

    By Madison71,
    • 3 replies
    • 1.9k views

  3. New Jersey-Supplemental Annuity Collective Trust

    By joel,
    • 2 replies
    • 1.8k views

  4. Per diem exclusion and top heavy

    By pmacduff,
    • 2 replies
    • 811 views

  5. Rule of Parity

    By ESOP Guy,
    • 1 reply
    • 2.7k views

  6. 1099R Questions

    By Pammie57,
    • 2 replies
    • 664 views

  7. QKA vs. CPFA

    By MjInvestments,   
    • 4 replies
    • 2.6k views

  8. Rollovers in Plan

    By Chippy,
    • 4 replies
    • 1.1k views

  9. Payment of plan expenses

    By ErisaGooroo,
    • 7 replies
    • 1.8k views

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

    By Belgarath,
    • 6 replies
    • 980 views

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

    By katiejoseph,
    • 12 replies
    • 6.4k views

  12. Final Rule - PBGC Missing Participants Program

    By Madison71,
    • 2 replies
    • 712 views

  13. Earned Income From Separate Affiliates in Controlled Group

    By ERISAAPPLE,
    • 5 replies
    • 1k views

  14. change plan sponsor

    By M Norton,   
    • 1 reply
    • 3.6k views

  15. Partner and sole proprietor and same client

    By ombskid,
    • 6 replies
    • 1.2k views

  16. Union plan in a right to work state

    By K2retire,
    • 5 replies
    • 1.5k views

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

    By Peter Gulia,   
    • 5 replies
    • 873 views

  18. Plan document 401(h) accoounts

    By PowerCPA,
    • 1 reply
    • 1.1k views

  19. participant help

    By K2retire,
    • 12 replies
    • 1.9k views

  20. Parsonage Allowance

    By Earl,
    • 6 replies
    • 2.6k views

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

    By Lou S.,
    • 2 replies
    • 866 views

  22. Sections 267 & related entities

    By shERPA,
    • 1 reply
    • 763 views

  23. PS plan vesting schedule amendment

    By dmb,
    • 9 replies
    • 1.7k views

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

    By cpc0506,
    • 3 replies
    • 1.5k views

  25. reminder: electronic filing shuts down for a month

    By Tom Poje,
    • 1 reply
    • 580 views

  26. Rate group testing

    By Belgarath,
    • 3 replies
    • 1.4k views

  27. Prohibited Transaction Question

    By Kudos26,
    • 7 replies
    • 2.4k views

  28. valuation date or calendar year for calculation?

    By thepensionmaven,
    • 3 replies
    • 2.3k views

  29. 2018 taxable wage base reduced

    By Tom Poje,
    • 9 replies
    • 1k views

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

    By Tom Poje,
    • 10 replies
    • 1.6k views

  31. Do I need PTIN to do 5330?

    By BG5150,
    • 2 replies
    • 1.8k views

  32. Shared Employees

    By Tom,   
    • 3 replies
    • 1k views

  33. Leased Employee hired

    By Dougsbpc,
    • 2 replies
    • 989 views

  34. Vesting Issue

    By buckaroo,
    • 3 replies
    • 1.2k views

  35. Age on Uniform Lifetime Table for RMD

    By Pension RC,
    • 2 replies
    • 888 views

  36. affiliated service/controlled group

    By thepensionmaven,
    • 3 replies
    • 585 views

  37. Affiliated Service Group

    By RJM5FF,   
    • 1 reply
    • 654 views

  38. Independent auditor report first year of plan

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  39. Risks to Individual Plan in Controlled Group

    By kmhaab,
    • 4 replies
    • 760 views

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

    By Tom Poje,
    • 0 replies
    • 664 views

  41. Can I start filing a 5500EZ?

    By RayJJohnsonJr,
    • 2 replies
    • 507 views

  42. Family Attribution - Controlled Group

    By dottie,
    • 3 replies
    • 1.8k views

  43. ASG / A-Org

    By JPIngold,
    • 9 replies
    • 2.1k views

  44. Changing Recordkeepers

    By coleboy,
    • 6 replies
    • 1.1k views

  45. Pre-approved plan document amendment to permit rollovers

    By buckaroo,
    • 3 replies
    • 866 views

  46. ROBS plans and UBTI

    By Belgarath,
    • 3 replies
    • 2.3k views

  47. Controlled group

    By Belgarath,
    • 15 replies
    • 3.8k views

  48. Adopting Employer

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

  49. Top Heavy Aggregation of plans

    By Tom,
    • 2 replies
    • 871 views

  50. Failed ADP test

    By Cynchbeast,
    • 11 replies
    • 2.4k views
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