Jump to content

Retirement Plans in General

5,829 topics in this forum

  1. PS plan vesting schedule amendment

    By dmb,
    • 9 replies
    • 1.9k views

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

    By cpc0506,
    • 3 replies
    • 1.6k views

  3. reminder: electronic filing shuts down for a month

    By Tom Poje,
    • 1 reply
    • 801 views

  4. Rate group testing

    By Belgarath,
    • 3 replies
    • 1.6k views

  5. Prohibited Transaction Question

    By Kudos26,
    • 7 replies
    • 2.7k views

  6. valuation date or calendar year for calculation?

    By thepensionmaven,
    • 3 replies
    • 2.6k views

  7. 2018 taxable wage base reduced

    By Tom Poje,
    • 9 replies
    • 1.3k views

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

    By Tom Poje,
    • 10 replies
    • 1.9k views

  9. Do I need PTIN to do 5330?

    By BG5150,
    • 2 replies
    • 2k views

  10. Shared Employees

    By Tom,   
    • 3 replies
    • 1.3k views

  11. Leased Employee hired

    By Dougsbpc,
    • 2 replies
    • 1.2k views

  12. Vesting Issue

    By buckaroo,
    • 3 replies
    • 1.4k views

  13. Age on Uniform Lifetime Table for RMD

    By Pension RC,
    • 2 replies
    • 1.2k views

  14. affiliated service/controlled group

    By thepensionmaven,
    • 3 replies
    • 762 views

  15. Affiliated Service Group

    By RJM5FF,   
    • 1 reply
    • 807 views

  16. Independent auditor report first year of plan

    By thepensionmaven,
    • 4 replies
    • 1.4k views

  17. Risks to Individual Plan in Controlled Group

    By kmhaab,
    • 4 replies
    • 970 views

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

    By Tom Poje,
    • 0 replies
    • 761 views

  19. Can I start filing a 5500EZ?

    By RayJJohnsonJr,
    • 2 replies
    • 771 views

  20. Family Attribution - Controlled Group

    By dottie,
    • 3 replies
    • 2k views

  21. ASG / A-Org

    By JPIngold,
    • 9 replies
    • 2.4k views

  22. Changing Recordkeepers

    By coleboy,
    • 6 replies
    • 1.3k views

  23. Pre-approved plan document amendment to permit rollovers

    By buckaroo,
    • 3 replies
    • 1.1k views

  24. ROBS plans and UBTI

    By Belgarath,
    • 3 replies
    • 2.5k views

  25. Controlled group

    By Belgarath,
    • 15 replies
    • 4.4k views

  26. Adopting Employer

    By 401(k)athryn,
    • 5 replies
    • 1.7k views

  27. Top Heavy Aggregation of plans

    By Tom,
    • 2 replies
    • 1.1k views

  28. Failed ADP test

    By Cynchbeast,
    • 11 replies
    • 2.7k views

  29. SH NEC

    By Cynchbeast,
    • 3 replies
    • 2k views

  30. Simple, SEP, Solo - Education

    By MjInvestments,
    • 1 reply
    • 796 views

  31. Real Estate Limited Partnership Investments by retirement plans

    By ldr,   
    • 10 replies
    • 1.1k views

  32. ISA Party-in-Interest ?

    By lupacexi,
    • 2 replies
    • 961 views

  33. Irrevocable Trust/ERISA Coverage

    By JWRB,
    • 15 replies
    • 3.1k views

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

    By RayJJohnsonJr,
    • 17 replies
    • 7.3k views

  35. Hurricane Irma Tax Relief

    By RatherBeGolfing,
    • 7 replies
    • 1.9k views

  36. IRS Announces 2018 Retirement Plan Limits

    By Lois Baker,
    • 0 replies
    • 708 views

  37. taxable wage base

    By Tom Poje,
    • 2 replies
    • 584 views

  38. indexed limits

    By Tom Poje,
    • 2 replies
    • 753 views

  39. Form 5330 Signatures

    By Pension RC,
    • 2 replies
    • 2.4k views

  40. Plan Investment option/restriction

    By Earl,   
    • 0 replies
    • 674 views

  41. Self Employed with Profit Sharing Plan

    By thepensionmaven,
    • 18 replies
    • 2.4k views

  42. Benefits Reading - Best Places to Go

    By Madison71,
    • 5 replies
    • 892 views

  43. Corporation Versus Partnership Ownership

    By ETA Consulting LLC,
    • 4 replies
    • 1.2k views

  44. Some Participants Didn't Get Allocation of Profit Sharing Contribution

    By Madison71,
    • 4 replies
    • 2.7k views

  45. Best way to designate a beneficiary so as to divide among several charities?

    By Chippy,
    • 3 replies
    • 693 views

  46. American Benefits Council suggestion about missing or unresponsive participants

    By Peter Gulia,   
    • 18 replies
    • 2.5k views

  47. Hurricane Irma - Due date of DC final deposit

    By ldr,   
    • 3 replies
    • 1.5k views

  48. Partial Plan Termination

    By bzorc,
    • 8 replies
    • 3k views

  49. Investment Education vs Participant Advice

    By TCM72,   
    • 4 replies
    • 1.4k views

  50. Settlor Function?

    By 401(k)athryn,   
    • 8 replies
    • 3.3k views
×
×
  • Create New...