Retirement Plans in General

5,751 topics in this forum

1. Control Group - Brother/Sister

   By Guest tajcc, December 27, 2006
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • December 28, 2006

2. one time irrevocable election

   By Guest Brenda Schachle, May 22, 2003
   • 1 reply
   • 1.8k views
   • 
   • Tom Poje
   • May 22, 2003

3. 1099-Misc income

   By Santo Gold, February 25, 2019
   • 10 replies
   • 1.8k views
   • 
   • FPGuy
   • February 26, 2019

4. Granting prior service

   By Belgarath, February 10, 2021
   • 6 replies
   • 1.8k views
   • 
   • Belgarath
   • February 15, 2021

5. InFRE information

   By Guest Quiet Man, May 24, 2003
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • June 5, 2003

6. S-Corp Income?

   By dmb, October 1, 2004
   • 4 replies
   • 1.8k views
   • 
   • SoCalActuary
   • October 5, 2004

7. Retirement Funds

   By Guest swaid, April 20, 1999
   • 1 reply
   • 1.8k views
   • 
   • david rigby
   • April 21, 1999

8. new limits

   By Tom Poje, September 16, 2016
   • 11 replies
   • 1.8k views
   • 
   • XTitan
   • October 27, 2016

9. Amendment to "unfreeze" a previously frozen money purchase p

   By davef, April 28, 2000
   • 2 replies
   • 1.8k views
   • 
   • Bill Berke
   • May 8, 2000

10. Granting Hypothetical Service in a DB Plan

    By Guest Grumpy456, November 15, 2005
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 15, 2005

11. Six months for period of service requirement for entry into a retirement plan, must you use elapsed time?

    By Guest Enda80, May 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • May 16, 2008

12. Details of Company Pension Plans

    By Guest Cinadams, August 15, 2000
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 15, 2000

13. Independent contractor or not

    By Jakyasar, January 22, 2024
    • 14 replies
    • 1.8k views
    • 
    • Jakyasar
    • January 24, 2024

14. This is a clarification ?

    By jevd, September 29, 2009
    • 16 replies
    • 1.8k views
    • 
    • jevd
    • September 30, 2009

15. Participant died & has living trust

    By Cynchbeast, June 18, 2013
    • 12 replies
    • 1.8k views
    • 
    • david rigby
    • August 15, 2013

16. Controlled group -- spousal exception would apply except for minor children

    By katieinny, January 20, 2014   

    • Has it been enforced?
    • 4 replies
    • 1.8k views
    • 
    • 12AX7
    • January 21, 2014

17. Failure to make discretionary profit sharing contribution for non HCE'

    By Guest tcunagin, March 10, 2000
    • 3 replies
    • 1.8k views
    • 
    • Dave Baker
    • March 13, 2000

18. Preparing for the ERPA exam

    By Guest GeorgiaEA, March 31, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 31, 2010

19. Surrender Charge Reimbursement

    By Guest Rider, March 11, 2010
    • 3 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 12, 2010

20. PEO's

    By Belgarath, November 8, 2001
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • November 13, 2001

21. Death of Plan Administrator and Trustee

    By Guest tracys, February 11, 2004
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • February 12, 2004

22. Safe Harbor 401(k) P/S Plan & Defined Benefit Plan - Same Employer

    By Guest tgraham, November 10, 2004
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 10, 2004

23. Assignment of Death Benefits

    By Dougsbpc, August 25, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 25, 2008

24. 415 compensation

    By Santo Gold, February 14, 2005
    • 1 reply
    • 1.8k views
    • 
    • jquazza
    • February 15, 2005

25. Can client retroactively amend DC money purchase pension plan?

    By Guest Charles Griffin, November 7, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 7, 2000

26. Merging Money Purchase Plan into Profit Sharing Plan

    By Guest Ottrose, April 14, 2004
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • April 15, 2004

27. SAR - Information required to be given to participant

    By Guest terric, February 9, 2006
    • 2 replies
    • 1.8k views
    • 
    • WDIK
    • February 24, 2006

28. K-1 Income and contribution calculations

    By ldr, October 28, 2019   

    • llc
    • partnership
    • (and 2 more)

      Tagged with:

      • llc
      • partnership
      • income
      • contributions
    • 7 replies
    • 1.8k views
    • 
    • ldr
    • October 29, 2019

29. Non-union employees excludable?

    By Sully, July 31, 2003
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • August 5, 2003

30. Is fidelity bond required?

    By Jakyasar, March 2, 2021
    • 7 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • March 5, 2021

31. Fidelity Bond in excess of $500,000

    By jkharvey, September 7, 2000
    • 0 replies
    • 1.8k views
    • 
    • jkharvey
    • September 7, 2000

32. Purchase of paid up whole life insurance with an account balance?

    By Guest, December 19, 2000
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 21, 2000

33. MPP & Missing or Nonresponsive Participant

    By FormsRstillmylife, June 26, 2019
    • 7 replies
    • 1.8k views
    • 
    • Belgarath
    • July 10, 2019

34. Errorneous deposit into a DB and 401k plans

    By Jakyasar, June 18, 2020
    • 22 replies
    • 1.8k views
    • 
    • Jakyasar
    • June 24, 2020

35. 5500 Schedule G

    By Guest Frank Jackson, April 6, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 6, 1999

36. status of in-service transfer balances when going public

    By Guest kimble46, June 30, 2009
    • 3 replies
    • 1.8k views
    • 
    • rcline46
    • July 1, 2009

37. Passive Income ???

    By Santo Gold, November 12, 2024
    • 6 replies
    • 1.8k views
    • 
    • TFB3
    • November 14, 2024

38. Cash Distribution on DB Pensions at Retirement.

    By Guest Justin Hocker, April 7, 2000
    • 8 replies
    • 1.8k views
    • 
    • IRC401
    • May 21, 2000

39. Mix and Match

    By J Simmons, December 29, 2008
    • 5 replies
    • 1.8k views
    • 
    • J Simmons
    • January 9, 2009

40. compensation and car allowance

    By eilano, March 10, 2004
    • 0 replies
    • 1.8k views
    • 
    • eilano
    • March 10, 2004

41. Minimum loan rate

    By Cynchbeast, June 4, 2015
    • 5 replies
    • 1.8k views
    • 
    • ESOP Guy
    • June 6, 2015

42. 401(k) Eligibility of Certain Resident Aliens Receiving W-2

    By PensionPro, February 16, 2017
    • 6 replies
    • 1.8k views
    • 
    • PensionPro
    • February 23, 2017

43. When is an employee terminated?

    By AKconsult, August 16, 2011
    • 6 replies
    • 1.8k views
    • 
    • GMK
    • August 17, 2011

44. two year eligibility / rehire

    By Tom Poje, March 27, 2002
    • 2 replies
    • 1.8k views
    • 
    • R. Butler
    • March 27, 2002

45. "Controlled group" and coverage (dis-)aggregation

    By AlbanyConsultant, February 15, 2006
    • 0 replies
    • 1.8k views
    • 
    • AlbanyConsultant
    • February 15, 2006

46. General rules and regs

    By Guest MARY WRIGHT, January 14, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 14, 1999

47. Late reported deaths - tax reporting

    By Brian, July 27, 2017   

    • death
    • tax reporting
    • 6 replies
    • 1.8k views
    • 
    • JamesK
    • July 29, 2017

48. SH NEC

    By Cynchbeast, October 20, 2017
    • 3 replies
    • 1.8k views
    • 
    • stephen
    • October 24, 2017

49. Funding of employer contribution by credit card

    By Medusa, January 6, 2004
    • 10 replies
    • 1.8k views
    • 
    • Medusa
    • January 9, 2004

50. 401(h) and HIPAA

    By E as in ERISA, May 24, 2002
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • May 28, 2002