Retirement Plans in General

5,772 topics in this forum

1. IRA rollover into DB

   By Cynchbeast, August 25, 2017
   • 6 replies
   • 687 views
   • 
   • Buffys Redrum
   • August 28, 2017

2. Wrong Form 5500

   By randy, August 25, 2017
   • 2 replies
   • 1.3k views
   • 
   • stephen
   • September 1, 2017

3. Using prior income for DB Plan

   By Earl, August 25, 2017
   • 2 replies
   • 711 views
   • 
   • Larry Starr
   • August 30, 2017

4. Self Correction - THM and Gateway Allocations

   By 52626, August 24, 2017
   • 1 reply
   • 523 views
   • 
   • Mike Preston
   • August 24, 2017

5. Money Purchase PP

   By SWC, August 24, 2017
   • 5 replies
   • 739 views
   • 
   • ETA Consulting LLC
   • August 25, 2017

6. ROBS and Bankruptcy

   By mariemonroe, August 24, 2017
   • 4 replies
   • 2.6k views
   • 
   • mariemonroe
   • August 31, 2017

7. Controlled group - two separate plans

   By Belgarath, August 24, 2017
   • 3 replies
   • 760 views
   • 
   • CuseFan
   • August 24, 2017

8. H2A Employee

   By Cloudy, August 24, 2017
   • 1 reply
   • 927 views
   • 
   • Belgarath
   • August 24, 2017

9. DOL - Vendor Audit

   By Kudos26, August 22, 2017
   • 1 reply
   • 805 views
   • 
   • MoJo
   • August 22, 2017

10. Ineligible EE deferred and rolled over, then term'd

    By Cynchbeast, August 18, 2017
    • 1 reply
    • 415 views
    • 
    • ETA Consulting LLC
    • August 19, 2017

11. Corporate merger situation

    By Belgarath, August 16, 2017   

    • 403(b) and simple-ira
    • 6 replies
    • 1.1k views
    • 
    • Belgarath
    • August 16, 2017

12. Document correction

    By Cynchbeast, August 14, 2017
    • 3 replies
    • 1.5k views
    • 
    • Luke Bailey
    • August 15, 2017

13. 2018 Limits

    By Mike Preston, August 11, 2017
    • 4 replies
    • 908 views
    • 
    • NJ Mike
    • August 11, 2017

14. Lost Plan Document

    By Sky Kurlbaum, August 8, 2017   

    • lost
    • plan
    • (and 2 more)

      Tagged with:

      • lost
      • plan
      • document
      • missing
    • 9 replies
    • 1.7k views
    • 
    • Sky Kurlbaum
    • August 16, 2017

15. Investment Education vs Participant Advice

    By TCM72, August 8, 2017   

    • dol fiduciary regulation
    • advisers
    • (and 3 more)

      Tagged with:

      • dol fiduciary regulation
      • advisers
      • plan sponsors
      • participant education
      • investment professionals
    • 4 replies
    • 981 views
    • 
    • TCM72
    • October 4, 2017

16. Marital status uncertain at death

    By Cynchbeast, August 8, 2017
    • 10 replies
    • 4.9k views
    • 
    • Cynchbeast
    • August 14, 2017

17. Eligibility/exclusions

    By Belgarath, August 3, 2017
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • August 4, 2017

18. Phased Retirement Plan - Employer Discretion

    By Carol V. Calhoun, August 2, 2017
    • 2 replies
    • 724 views
    • 
    • Luke Bailey
    • August 3, 2017

19. S Corps own a Practice as a partnership

    By HMCTPA, August 2, 2017   

    • s corps
    • partnership
    • (and 2 more)

      Tagged with:

      • s corps
      • partnership
      • k-1
      • w2
    • 2 replies
    • 513 views
    • 
    • HMCTPA
    • August 9, 2017

20. No PSP contributions in 8 years--ramifications?

    By BG5150, August 1, 2017
    • 17 replies
    • 2.3k views
    • 
    • My 2 cents
    • August 3, 2017

21. Documentation re Plan Sponsor

    By Cynchbeast, July 29, 2017
    • 0 replies
    • 370 views
    • 
    • Cynchbeast
    • July 29, 2017

22. your tax dollars hard at work running IRAs'

    By Tom Poje, July 28, 2017
    • 15 replies
    • 905 views
    • 
    • MoJo
    • August 4, 2017

23. Late reported deaths - tax reporting

    By Brian, July 27, 2017   

    • death
    • tax reporting
    • 6 replies
    • 1.9k views
    • 
    • JamesK
    • July 29, 2017

24. Attribution from a Trust to its beneficiaries

    By 401_noob, July 27, 2017   

    • attribution
    • trusts
    • 3 replies
    • 2.3k views
    • 
    • 401_noob
    • July 28, 2017

25. Overtime Excluded in 401K Deduction Calculations

    By Mrs V, July 23, 2017   

    • overtime
    • 401k deductions
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • July 24, 2017

26. Family Attribution - counting service

    By jvajjm750, July 19, 2017
    • 20 replies
    • 1.4k views
    • 
    • david rigby
    • July 26, 2017

27. "Spouse is beneficiary"..."Prove it!"

    By AlbanyConsultant, July 18, 2017
    • 30 replies
    • 8.5k views
    • 
    • Belgarath
    • July 21, 2017

28. Form 5308

    By cpc0506, July 13, 2017
    • 2 replies
    • 643 views
    • 
    • cpc0506
    • July 13, 2017

29. Requesting Relief from Section 411 Debarment

    By Eric Taylor, July 10, 2017
    • 6 replies
    • 821 views
    • 
    • Peter Gulia
    • July 11, 2017

30. 295 Free Recorded Webcasts About Retirement Plans

    By Dave Baker, June 29, 2017
    • 2 replies
    • 681 views
    • 
    • Gadgetfreak
    • June 30, 2017

31. post-death spousal consent

    By jpod, June 26, 2017
    • 17 replies
    • 2.5k views
    • 
    • MoJo
    • June 27, 2017

32. Health Savings Account - 415 Compensation

    By ErisaGooroo, June 26, 2017
    • 0 replies
    • 668 views
    • 
    • ErisaGooroo
    • June 26, 2017

33. Are Retirement Plan Contributions Subject to FOIA

    By waid10, June 23, 2017
    • 4 replies
    • 945 views
    • 
    • spiritrider
    • June 23, 2017

34. 410(b)(6)(C) Transition Rule - Required in Plan Document?

    By KJ2, June 21, 2017
    • 3 replies
    • 1.9k views
    • 
    • KJ2
    • June 23, 2017

35. Mandatory Employee contributions to Money Purchase Plan

    By Belgarath, June 19, 2017
    • 11 replies
    • 5k views
    • 
    • Ben Jensen
    • October 31, 2024

36. DC - 1 Exam.

    By Manish, June 17, 2017
    • 2 replies
    • 920 views
    • 
    • Manish
    • June 19, 2017

37. 5300 Line 12

    By ESOP1, June 15, 2017
    • 1 reply
    • 815 views
    • 
    • CuseFan
    • June 16, 2017

38. forfeiture reallocations

    By pmacduff, June 8, 2017
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • July 17, 2017

39. ROBS and DoL Fiduciary Rule

    By Soundbc1, June 7, 2017
    • 29 replies
    • 2.8k views
    • 
    • MoJo
    • June 12, 2017

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

    By RayJJohnsonJr, June 7, 2017
    • 17 replies
    • 5.8k views
    • 
    • My 2 cents
    • October 19, 2017

41. earned income (Schedule C Income)

    By Tom Poje, June 5, 2017
    • 7 replies
    • 976 views
    • 
    • imchipbrown
    • June 6, 2017

42. Who offers prototype SEP IRA?

    By epinaustin, June 1, 2017
    • 3 replies
    • 1.3k views
    • 
    • imchipbrown
    • June 6, 2017

43. How do I know if SEP IRA is 5305

    By epinaustin, May 31, 2017   

    • 5305
    • sep ira
    • (and 1 more)

      Tagged with:

      • 5305
      • sep ira
      • solo 401 k
    • 1 reply
    • 1.3k views
    • 
    • spiritrider
    • June 1, 2017

44. Raising a tardy amendment during determination letter application review

    By WestCoast, May 31, 2017   

    • determination letter
    • vcp
    • (and 1 more)

      Tagged with:

      • determination letter
      • vcp
      • closing agreement
    • 1 reply
    • 631 views
    • 
    • jpod
    • May 31, 2017

45. TEFRA CARD

    By jevd, May 26, 2017
    • 1 reply
    • 633 views
    • 
    • jevd
    • May 26, 2017

46. Claiming Small Plan Audit Waiver on From 5500 & Preparing SAR / AFN

    By AdKu, May 26, 2017   

    • claiming small plan audit waiver on from 5500 & preparing sar / afn
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • May 30, 2017

47. Beneficiary and RMD rules

    By Cynchbeast, May 26, 2017
    • 4 replies
    • 899 views
    • 
    • ETA Consulting LLC
    • May 27, 2017

48. Independent Auditor's Report

    By thepensionmaven, May 25, 2017
    • 4 replies
    • 576 views
    • 
    • My 2 cents
    • May 30, 2017

49. RMD and EPCRS

    By AAS2, May 23, 2017   

    • correction
    • minimum distribution
    • 6 replies
    • 1.7k views
    • 
    • CuseFan
    • May 24, 2017

50. IRS auditor wants docs faxed

    By Bird, May 23, 2017
    • 17 replies
    • 1.5k views
    • 
    • ratherbereading
    • June 14, 2017