Retirement Plans in General

5,796 topics in this forum

1. H2A Employee

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

2. DOL - Vendor Audit

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

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

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

4. 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

5. Corporate merger situation

   By Belgarath, August 16, 2017   

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

6. Document correction

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

7. Marital status uncertain at death

   By Cynchbeast, August 8, 2017
   • 10 replies
   • 5.2k views
   • 
   • Cynchbeast
   • August 14, 2017

8. 2018 Limits

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

9. 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
   • 535 views
   • 
   • HMCTPA
   • August 9, 2017

10. Eligibility/exclusions

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

11. your tax dollars hard at work running IRAs'

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

12. Phased Retirement Plan - Employer Discretion

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

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

    By BG5150, August 1, 2017
    • 17 replies
    • 2.5k views
    • 
    • My 2 cents
    • August 3, 2017

14. Late reported deaths - tax reporting

    By Brian, July 27, 2017   

    • death
    • tax reporting
    • 6 replies
    • 2.2k views
    • 
    • JamesK
    • July 29, 2017

15. Documentation re Plan Sponsor

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

16. Attribution from a Trust to its beneficiaries

    By 401_noob, July 27, 2017   

    • attribution
    • trusts
    • 3 replies
    • 2.4k views
    • 
    • 401_noob
    • July 28, 2017

17. Family Attribution - counting service

    By jvajjm750, July 19, 2017
    • 20 replies
    • 1.5k views
    • 
    • david rigby
    • July 26, 2017

18. 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

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

    By AlbanyConsultant, July 18, 2017
    • 30 replies
    • 9.1k views
    • 
    • Belgarath
    • July 21, 2017

20. forfeiture reallocations

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

21. Form 5308

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

22. Requesting Relief from Section 411 Debarment

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

23. LLC, taxed as partnership, paying both W-2 and K-1 income to "partners"

    By Belgarath, March 10, 2004
    • 18 replies
    • 55.1k views
    • 
    • Mike Preston
    • July 3, 2017

24. 295 Free Recorded Webcasts About Retirement Plans

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

25. post-death spousal consent

    By jpod, June 26, 2017
    • 17 replies
    • 2.7k views
    • 
    • MoJo
    • June 27, 2017

26. Health Savings Account - 415 Compensation

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

27. Are Retirement Plan Contributions Subject to FOIA

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

28. 410(b)(6)(C) Transition Rule - Required in Plan Document?

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

29. DC - 1 Exam.

    By Manish, June 17, 2017
    • 2 replies
    • 1.2k views
    • 
    • Manish
    • June 19, 2017

30. 5300 Line 12

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

31. IRS auditor wants docs faxed

    By Bird, May 23, 2017
    • 17 replies
    • 1.7k views
    • 
    • ratherbereading
    • June 14, 2017

32. ROBS and DoL Fiduciary Rule

    By Soundbc1, June 7, 2017
    • 29 replies
    • 3k views
    • 
    • MoJo
    • June 12, 2017

33. Who offers prototype SEP IRA?

    By epinaustin, June 1, 2017
    • 3 replies
    • 1.4k views
    • 
    • imchipbrown
    • June 6, 2017

34. earned income (Schedule C Income)

    By Tom Poje, June 5, 2017
    • 7 replies
    • 1k views
    • 
    • imchipbrown
    • June 6, 2017

35. 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
    • 1.4k views
    • 
    • spiritrider
    • June 1, 2017

36. 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
    • 660 views
    • 
    • jpod
    • May 31, 2017

37. 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

38. Q about vesting computation period for short plan year 10/1/98 - 12/31

    By Guest Kelly R, April 3, 1999
    • 6 replies
    • 3.5k views
    • 
    • My 2 cents
    • May 30, 2017

39. Independent Auditor's Report

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

40. Beneficiary and RMD rules

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

41. TEFRA CARD

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

42. Forfeitures and plan termination

    By Cynchbeast, May 12, 2017
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • May 26, 2017

43. RMD and EPCRS

    By AAS2, May 23, 2017   

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

44. Cash out under $200

    By Cynchbeast, May 18, 2017
    • 6 replies
    • 2.7k views
    • 
    • david rigby
    • May 19, 2017

45. Indexed limits

    By Tom Poje, May 16, 2017
    • 0 replies
    • 396 views
    • 
    • Tom Poje
    • May 16, 2017

46. Prohibited Transaction?

    By Belgarath, May 12, 2017
    • 6 replies
    • 924 views
    • 
    • jpod
    • May 15, 2017

47. Beneficiary

    By Soundbc1, May 11, 2017
    • 6 replies
    • 1.2k views
    • 
    • Soundbc1
    • May 12, 2017

48. Predecessor service, rehires, mergers and acquisitons

    By R. Butler, May 8, 2017
    • 1 reply
    • 439 views
    • 
    • K2
    • May 9, 2017

49. Attribution of stock ownership

    By cathyw, May 8, 2017
    • 1 reply
    • 370 views
    • 
    • Belgarath
    • May 8, 2017

50. Correction of pro-rata PS formula

    By Cynchbeast, May 5, 2017
    • 4 replies
    • 640 views
    • 
    • Kevin C
    • May 5, 2017