Retirement Plans in General

5,839 topics in this forum

1. Earned Income From Separate Affiliates in Controlled Group

   By ERISAAPPLE, January 8, 2018
   • 5 replies
   • 1.3k views
   • 
   • Kevin C
   • January 9, 2018

2. change plan sponsor

   By M Norton, December 27, 2017   

   • plan sponsor
   • change plan sponsor
   • 1 reply
   • 3.9k views
   • 
   • card
   • December 28, 2017

3. Partner and sole proprietor and same client

   By ombskid, December 21, 2017
   • 6 replies
   • 1.7k views
   • 
   • Luke Bailey
   • December 27, 2017

4. Union plan in a right to work state

   By K2retire, December 22, 2017
   • 5 replies
   • 2k views
   • 
   • K2retire
   • December 26, 2017

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

   By Peter Gulia, December 19, 2017   

   • plan formation
   • 5 replies
   • 1.1k views
   • 
   • Peter Gulia
   • December 21, 2017

6. Plan document 401(h) accoounts

   By PowerCPA, December 15, 2017
   • 1 reply
   • 1.4k views
   • 
   • JamesK
   • December 20, 2017

7. participant help

   By K2retire, December 14, 2017
   • 12 replies
   • 2.4k views
   • 
   • K2retire
   • December 19, 2017

8. Parsonage Allowance

   By Earl, December 14, 2017
   • 6 replies
   • 3.2k views
   • 
   • Earl
   • December 17, 2017

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

   By Lou S., December 11, 2017
   • 2 replies
   • 1.1k views
   • 
   • Lou S.
   • December 13, 2017

10. Sections 267 & related entities

    By shERPA, December 8, 2017
    • 1 reply
    • 978 views
    • 
    • Luke Bailey
    • December 11, 2017

11. PS plan vesting schedule amendment

    By dmb, December 6, 2017
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • December 7, 2017

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

    By cpc0506, February 9, 2016
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • December 6, 2017

13. reminder: electronic filing shuts down for a month

    By Tom Poje, December 5, 2017
    • 1 reply
    • 832 views
    • 
    • My 2 cents
    • December 5, 2017

14. Rate group testing

    By Belgarath, December 5, 2017
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 5, 2017

15. Prohibited Transaction Question

    By Kudos26, November 30, 2017
    • 7 replies
    • 2.8k views
    • 
    • Luke Bailey
    • December 4, 2017

16. valuation date or calendar year for calculation?

    By thepensionmaven, November 30, 2017
    • 3 replies
    • 2.6k views
    • 
    • Bird
    • November 30, 2017

17. 2018 taxable wage base reduced

    By Tom Poje, November 29, 2017
    • 9 replies
    • 1.4k views
    • 
    • austin3515
    • November 30, 2017

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

    By Tom Poje, November 17, 2017
    • 10 replies
    • 2k views
    • 
    • Mike Preston
    • November 29, 2017

19. Do I need PTIN to do 5330?

    By BG5150, March 20, 2014
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • November 29, 2017

20. Shared Employees

    By Tom, November 27, 2017   

    • shared employees
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • November 29, 2017

21. Leased Employee hired

    By Dougsbpc, December 14, 2015
    • 2 replies
    • 1.3k views
    • 
    • mariemonroe
    • November 28, 2017

22. Vesting Issue

    By buckaroo, November 21, 2017
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • November 22, 2017

23. Age on Uniform Lifetime Table for RMD

    By Pension RC, November 17, 2017
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • November 18, 2017

24. affiliated service/controlled group

    By thepensionmaven, November 16, 2017
    • 3 replies
    • 827 views
    • 
    • Mike Preston
    • November 16, 2017

25. Affiliated Service Group

    By RJM5FF, November 16, 2017   

    • affiliated service group
    • b-organization
    • (and 4 more)

      Tagged with:

      • affiliated service group
      • b-organization
      • irc 414
      • first service organization
      • fso
      • irc 414(m)
    • 1 reply
    • 856 views
    • 
    • ETA Consulting LLC
    • November 16, 2017

26. Independent auditor report first year of plan

    By thepensionmaven, November 14, 2017
    • 4 replies
    • 1.5k views
    • 
    • thepensionmaven
    • November 15, 2017

27. Risks to Individual Plan in Controlled Group

    By kmhaab, November 7, 2017
    • 4 replies
    • 1k views
    • 
    • kmhaab
    • November 14, 2017

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

    By Tom Poje, November 13, 2017
    • 0 replies
    • 798 views
    • 
    • Tom Poje
    • November 13, 2017

29. Can I start filing a 5500EZ?

    By RayJJohnsonJr, October 19, 2017
    • 2 replies
    • 847 views
    • 
    • RayJJohnsonJr
    • November 9, 2017

30. Family Attribution - Controlled Group

    By dottie, November 3, 2017
    • 3 replies
    • 2k views
    • 
    • Luke Bailey
    • November 7, 2017

31. ASG / A-Org

    By JPIngold, October 31, 2017
    • 9 replies
    • 2.5k views
    • 
    • Christine Roberts
    • November 2, 2017

32. Changing Recordkeepers

    By coleboy, October 31, 2017
    • 6 replies
    • 1.3k views
    • 
    • hr for me
    • November 1, 2017

33. Pre-approved plan document amendment to permit rollovers

    By buckaroo, October 24, 2017
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • October 30, 2017

34. ROBS plans and UBTI

    By Belgarath, October 27, 2017
    • 3 replies
    • 2.5k views
    • 
    • Belgarath
    • October 27, 2017

35. Controlled group

    By Belgarath, July 22, 2016
    • 15 replies
    • 4.6k views
    • 
    • Bill Presson
    • October 27, 2017

36. Adopting Employer

    By 401(k)athryn, October 25, 2017
    • 5 replies
    • 1.8k views
    • 
    • 401(k)athryn
    • October 27, 2017

37. Top Heavy Aggregation of plans

    By Tom, October 26, 2017
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • October 26, 2017

38. Failed ADP test

    By Cynchbeast, October 23, 2017
    • 11 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 26, 2017

39. SH NEC

    By Cynchbeast, October 20, 2017
    • 3 replies
    • 2.1k views
    • 
    • stephen
    • October 24, 2017

40. Simple, SEP, Solo - Education

    By MjInvestments, October 18, 2017
    • 1 reply
    • 866 views
    • 
    • Bob the Swimmer
    • October 21, 2017

41. Real Estate Limited Partnership Investments by retirement plans

    By ldr, October 19, 2017   

    • valuation; trust accounting
    • 10 replies
    • 1.2k views
    • 
    • My 2 cents
    • October 20, 2017

42. ISA Party-in-Interest ?

    By lupacexi, October 20, 2017
    • 2 replies
    • 984 views
    • 
    • david rigby
    • October 20, 2017

43. Irrevocable Trust/ERISA Coverage

    By JWRB, October 18, 2017
    • 15 replies
    • 3.3k views
    • 
    • MoJo
    • October 19, 2017

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

    By RayJJohnsonJr, June 7, 2017
    • 17 replies
    • 7.5k views
    • 
    • My 2 cents
    • October 19, 2017

45. Hurricane Irma Tax Relief

    By RatherBeGolfing, September 12, 2017
    • 7 replies
    • 2k views
    • 
    • RayJJohnsonJr
    • October 19, 2017

46. IRS Announces 2018 Retirement Plan Limits

    By Lois Baker, October 19, 2017
    • 0 replies
    • 772 views
    • 
    • Lois Baker
    • October 19, 2017

47. taxable wage base

    By Tom Poje, October 16, 2017
    • 2 replies
    • 634 views
    • 
    • stephen
    • October 16, 2017

48. indexed limits

    By Tom Poje, October 13, 2017
    • 2 replies
    • 782 views
    • 
    • Tom Poje
    • October 16, 2017

49. Form 5330 Signatures

    By Pension RC, October 11, 2017
    • 2 replies
    • 2.4k views
    • 
    • Bill Presson
    • October 13, 2017

50. Plan Investment option/restriction

    By Earl, October 13, 2017   

    • foreign ordinaries
    • 0 replies
    • 692 views
    • 
    • Earl
    • October 13, 2017