Retirement Plans in General

5,753 topics in this forum

1. Deduction Rules

   By Guest PGladieux, January 22, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • January 22, 1999

2. Deduction split between 2 entities

   By Jakyasar, July 13, 2020
   • 4 replies
   • 1.2k views
   • 
   • Larry Starr
   • July 13, 2020

3. Deduction taken before document is done and tax return is filed without extension

   By Jakyasar, August 24, 2023
   • 10 replies
   • 643 views
   • 
   • Jakyasar
   • August 26, 2023

4. Deduction under 404(a)(7)

   By Guest PensionNW, May 21, 2003
   • 1 reply
   • 1k views
   • 
   • Blinky the 3-eyed Fish
   • May 21, 2003

5. deduction vs 5330 - PS plan

   By Jakyasar, October 6, 2020
   • 14 replies
   • 1.1k views
   • 
   • Jakyasar
   • October 7, 2020

6. Deduction where FY is different than PY

   By Jakyasar, June 16, 2020
   • 2 replies
   • 1.2k views
   • 
   • Larry Starr
   • June 16, 2020

7. Deductions From Pay For Employer Contribution

   By Guest CudaLarry, March 12, 2008
   • 1 reply
   • 946 views
   • 
   • jpod
   • March 12, 2008

8. Deductions under PPA

   By thepensionmaven, November 18, 2006
   • 6 replies
   • 1.6k views
   • 
   • AndyH
   • November 28, 2006

9. Deemed CODA in a P.A.?

   By BG5150, March 30, 2017
   • 5 replies
   • 767 views
   • 
   • ETA Consulting LLC
   • March 30, 2017

10. Deemed IRAs in Qualified Plans(Commingled Assets; separate trusts)

    By Guest RSNOW, October 6, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 7, 2003

11. Deemed IRAs; Required Trustee

    By Guest RSNOW, December 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • jstorch
    • May 10, 2004

12. Deemed Roth IRA Contribution Limits and Nondiscrimination

    By Guest johnpetrancosta, July 20, 2005
    • 0 replies
    • 2k views
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    • Guest
    • July 20, 2005

13. Def. of comp/deferred comp qt.

    By Guest mab, December 20, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 20, 2002

14. Def'n of beneficiary and spousal waiver - in ERISA?

    By AlbanyConsultant, March 27, 2018
    • 25 replies
    • 12.3k views
    • 
    • RatherBeGolfing
    • April 5, 2018

15. Default Beneficiary Designations

    By Belgarath, May 18, 2021
    • 8 replies
    • 1.9k views
    • 
    • Belgarath
    • May 20, 2021

16. Default Electronic Disclosure - Final Rule

    By RatherBeGolfing, May 21, 2020
    • 1 reply
    • 733 views
    • 
    • Lois Baker
    • May 21, 2020

17. Default withholding for recipients of periodic payments initiated prior to 2022?

    By KaJay, January 4, 2023
    • 0 replies
    • 567 views
    • 
    • KaJay
    • January 4, 2023

18. Defaulted loans - looming in the background if participant tries to bo

    By MR, September 15, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • September 18, 2000

19. Defeating ASG and CG rules

    By Oh so SIMPLE, May 21, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 21, 2010

20. Deferred Comp vs Ira vs Roth

    By Guest Irene S, March 6, 1999
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • March 7, 1999

21. Deferred Compensation - Used for contributions or not?

    By ldr, December 10, 2019   

    • compensation
    • deduction
    • (and 1 more)

      Tagged with:

      • compensation
      • deduction
      • contribution
    • 4 replies
    • 1.4k views
    • 
    • ldr
    • December 13, 2019

22. Deferred compensation and eligibility for PS allocation

    By cpc0506, October 28, 2015
    • 4 replies
    • 808 views
    • 
    • jpod
    • November 2, 2015

23. Deferred Retirement Option Plan "DROP"

    By Felicia, January 26, 2001
    • 0 replies
    • 1.4k views
    • 
    • Felicia
    • January 26, 2001

24. Deferred Vested Notification

    By Guest slcampbell, April 3, 2003
    • 1 reply
    • 4.8k views
    • 
    • david rigby
    • April 4, 2003

25. Defined Benefit Calculation Systems

    By Guest julianne brown, April 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 17, 2000

26. Defined Benefit contributions for Sole Prop

    By Cynchbeast, October 3, 2014
    • 3 replies
    • 873 views
    • 
    • Calavera
    • October 3, 2014

27. Defined Benefit into Profit Sharing Plan

    By Below Ground, February 17, 2011
    • 26 replies
    • 4.7k views
    • 
    • figure 8
    • November 14, 2019

28. Defined Benefit Plan Diversification Requirements?

    By Fielding Mellish, April 18, 2016
    • 3 replies
    • 2.4k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

29. Defined Benefit vs. Defined Contribution - the armwrestling continues! 1 2 3

    By jlf, October 15, 1999
    • 113 replies
    • 31.9k views
    • 
    • Guest
    • April 14, 2003

30. Defined Contribion style plans in Canada.

    By Guest DCConsultant, October 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • October 9, 2002

31. Defined Contribution Pension Plan (Money Purchase Pension Plan)

    By Nassau, March 27, 2014
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • March 27, 2014

32. Defined Contribution Pension Plan/Money Purchase Pension Plan

    By Nassau, March 27, 2014
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • March 27, 2014

33. Defined Contribution Plan

    By Eric Hanford, May 11, 2024
    • 3 replies
    • 823 views
    • 
    • Luke Bailey
    • May 14, 2024

34. Defined Contribution plans in Panama?

    By Guest Steve Boudreau, November 15, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 15, 1999

35. Defining Compensation

    By Guest Dash02, March 15, 2010
    • 1 reply
    • 1.1k views
    • 
    • britoski
    • March 15, 2010

36. defining statutory exclusions

    By Bri, July 8, 2022
    • 1 reply
    • 569 views
    • 
    • Nate S
    • July 13, 2022

37. Definite predetermined formula? Employer wants to base profit sharing

    By jkharvey, October 20, 2000
    • 0 replies
    • 1.7k views
    • 
    • jkharvey
    • October 20, 2000

38. Definitely Determinable Allocation Formula

    By LANDO, October 30, 2015   

    • Allocation Formula
    • Definitely Determinable
    • (and 2 more)

      Tagged with:

      • Allocation Formula
      • Definitely Determinable
      • Profit Sharing Formula
      • Integration
    • 14 replies
    • 3.3k views
    • 
    • Mike Preston
    • November 3, 2015

39. Definitely Determinable Allocation?

    By jkharvey, November 29, 2000
    • 10 replies
    • 2.8k views
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    • Erik Read
    • December 14, 2000

40. Definition of "active participant" for W-2

    By Richard Anderson, January 22, 2001
    • 2 replies
    • 2.5k views
    • 
    • Bill Berke
    • January 22, 2001

41. Definition of "employer" in 4975(e)(2)(C)

    By shERPA, January 6, 2015   

    • Does 414 aggregation apply?
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • January 6, 2015

42. Definition of Comp for Sub-S Corp. Owner

    By Guest PLHart, June 19, 2009
    • 6 replies
    • 2k views
    • 
    • jevd
    • June 22, 2009

43. Definition of Compensation in 401(a)(4) Testing (BRF)

    By Guest amg49, October 20, 2011
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • October 21, 2011

44. Definition of HCE - plan uses lookback year - when does new $85,000 de

    By Dave Baker, October 25, 1999
    • 16 replies
    • 3.7k views
    • 
    • IRC401
    • December 16, 1999

45. Definition of Highly Compensated employee for 2023 plan year

    By Belgarath, November 22, 2022
    • 1 reply
    • 996 views
    • 
    • CuseFan
    • November 22, 2022

46. Definition of Lump Sum Distribution

    By Guest PALAWYER, November 3, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • November 3, 1998

47. Definition of Non-Deductible contribution

    By Cynchbeast, September 6, 2013
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • September 6, 2013

48. Definition of Non-Key Employee & required TH minimum

    By Guest M. Martin, August 2, 2004
    • 8 replies
    • 3.3k views
    • 
    • jquazza
    • August 3, 2004

49. Definition of NRA

    By david rigby, May 8, 2002
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • March 22, 2003

50. definition of partial plan termination

    By Guest username1, January 13, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 14, 1999