Retirement Plans in General

5,816 topics in this forum

1. Plan Document vs. Collective Bargaining Agreement

   By CuseFan, September 6, 2017
   • 5 replies
   • 4.1k views
   • 
   • Luke Bailey
   • September 14, 2017

2. Adopting Employer

   By dan.jock, September 14, 2017
   • 1 reply
   • 373 views
   • 
   • Bird
   • September 14, 2017

3. Hurricane Irma - Client concerns

   By rblum50, September 13, 2017   

   • designated disaster county and loan/hardship distributions
   • 0 replies
   • 433 views
   • 
   • rblum50
   • September 13, 2017

4. LLC as partner and disregarded entity

   By cathyw, September 11, 2017
   • 0 replies
   • 674 views
   • 
   • cathyw
   • September 11, 2017

5. Hours attributable to spouse

   By Cynchbeast, September 10, 2017
   • 3 replies
   • 954 views
   • 
   • Bird
   • September 11, 2017

6. Joinder Agreement

   By Cynchbeast, September 6, 2017
   • 12 replies
   • 3.4k views
   • 
   • Cynchbeast
   • September 10, 2017

7. C Corp Contribution deadline

   By wally, September 7, 2017
   • 6 replies
   • 2.2k views
   • 
   • Belgarath
   • September 8, 2017

8. Amendments for Hurricane Harvey Relief Per 2017-11

   By 401 Chaos, September 7, 2017
   • 4 replies
   • 1k views
   • 
   • 401 Chaos
   • September 7, 2017

9. contingent beneficiary Contingent beneficiaries with their own specific contingents

   By Lisa7267, September 7, 2017   

   • death
   • beneficiary
   • 1 reply
   • 1.3k views
   • 
   • My 2 cents
   • September 7, 2017

10. Contributing to SEP and PSP in same year

    By mjf624, September 5, 2017
    • 15 replies
    • 2.5k views
    • 
    • austin3515
    • September 7, 2017

11. Adding 1099 contractors to plan

    By Bird, August 30, 2017
    • 3 replies
    • 753 views
    • 
    • Bird
    • September 1, 2017

12. Wrong Form 5500

    By randy, August 25, 2017
    • 2 replies
    • 1.4k views
    • 
    • stephen
    • September 1, 2017

13. Different Distribution Options for Differently Invested Money?

    By ERISA-Bubs, August 31, 2017
    • 0 replies
    • 783 views
    • 
    • ERISA-Bubs
    • August 31, 2017

14. ROBS and Bankruptcy

    By mariemonroe, August 24, 2017
    • 4 replies
    • 3k views
    • 
    • mariemonroe
    • August 31, 2017

15. Discretion to make Profit Sharing Contributions

    By Newbie, August 30, 2017
    • 1 reply
    • 510 views
    • 
    • CuseFan
    • August 30, 2017

16. Using prior income for DB Plan

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

17. IRS Q&A at ASPPA Conf

    By Fully Vested, August 25, 2017
    • 2 replies
    • 783 views
    • 
    • Fully Vested
    • August 28, 2017

18. IRA rollover into DB

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

19. Money Purchase PP

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

20. Self Correction - THM and Gateway Allocations

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

21. Controlled group - two separate plans

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

22. H2A Employee

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

23. DOL - Vendor Audit

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

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

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

25. Lost Plan Document

    By Sky Kurlbaum, August 8, 2017   

    • lost
    • plan
    • (and 2 more)

      Tagged with:

      • lost
      • plan
      • document
      • missing
    • 9 replies
    • 1.9k views
    • 
    • Sky Kurlbaum
    • August 16, 2017

26. Corporate merger situation

    By Belgarath, August 16, 2017   

    • 403(b) and simple-ira
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • August 16, 2017

27. Document correction

    By Cynchbeast, August 14, 2017
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • August 15, 2017

28. Marital status uncertain at death

    By Cynchbeast, August 8, 2017
    • 10 replies
    • 5.6k views
    • 
    • Cynchbeast
    • August 14, 2017

29. 2018 Limits

    By Mike Preston, August 11, 2017
    • 4 replies
    • 1k views
    • 
    • NJ Mike
    • August 11, 2017

30. 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
    • 583 views
    • 
    • HMCTPA
    • August 9, 2017

31. Eligibility/exclusions

    By Belgarath, August 3, 2017
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • August 4, 2017

32. your tax dollars hard at work running IRAs'

    By Tom Poje, July 28, 2017
    • 15 replies
    • 1.1k views
    • 
    • MoJo
    • August 4, 2017

33. Phased Retirement Plan - Employer Discretion

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

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

    By BG5150, August 1, 2017
    • 17 replies
    • 2.7k views
    • 
    • My 2 cents
    • August 3, 2017

35. Late reported deaths - tax reporting

    By Brian, July 27, 2017   

    • death
    • tax reporting
    • 6 replies
    • 2.4k views
    • 
    • JamesK
    • July 29, 2017

36. Documentation re Plan Sponsor

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

37. Attribution from a Trust to its beneficiaries

    By 401_noob, July 27, 2017   

    • attribution
    • trusts
    • 3 replies
    • 2.5k views
    • 
    • 401_noob
    • July 28, 2017

38. Family Attribution - counting service

    By jvajjm750, July 19, 2017
    • 20 replies
    • 1.7k views
    • 
    • david rigby
    • July 26, 2017

39. Overtime Excluded in 401K Deduction Calculations

    By Mrs V, July 23, 2017   

    • overtime
    • 401k deductions
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • July 24, 2017

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

    By AlbanyConsultant, July 18, 2017
    • 30 replies
    • 9.9k views
    • 
    • Belgarath
    • July 21, 2017

41. forfeiture reallocations

    By pmacduff, June 8, 2017
    • 5 replies
    • 1.5k views
    • 
    • pmacduff
    • July 17, 2017

42. Form 5308

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

43. Requesting Relief from Section 411 Debarment

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

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

    By Belgarath, March 10, 2004
    • 18 replies
    • 58.1k views
    • 
    • Mike Preston
    • July 3, 2017

45. 295 Free Recorded Webcasts About Retirement Plans

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

46. post-death spousal consent

    By jpod, June 26, 2017
    • 17 replies
    • 3k views
    • 
    • MoJo
    • June 27, 2017

47. Health Savings Account - 415 Compensation

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

48. Are Retirement Plan Contributions Subject to FOIA

    By waid10, June 23, 2017
    • 4 replies
    • 1k views
    • 
    • spiritrider
    • June 23, 2017

49. 410(b)(6)(C) Transition Rule - Required in Plan Document?

    By KJ2, June 21, 2017
    • 3 replies
    • 2k views
    • 
    • KJ2
    • June 23, 2017

50. DC - 1 Exam.

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