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Retirement Plans in General

5,840 topics in this forum

  1. Document correction

    By Cynchbeast,
    • 3 replies
    • 1.7k views

  2. Marital status uncertain at death

    By Cynchbeast,
    • 10 replies
    • 6.2k views

  3. 2018 Limits

    By Mike Preston,
    • 4 replies
    • 1.2k views

  4. S Corps own a Practice as a partnership

    By HMCTPA,   
    • 2 replies
    • 801 views

  5. Eligibility/exclusions

    By Belgarath,
    • 5 replies
    • 1.6k views

  6. your tax dollars hard at work running IRAs'

    By Tom Poje,
    • 15 replies
    • 1.4k views

  7. Phased Retirement Plan - Employer Discretion

    By Carol V. Calhoun,
    • 2 replies
    • 1k views

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

    By BG5150,
    • 17 replies
    • 3.1k views

  9. Late reported deaths - tax reporting

    By Brian,   
    • 6 replies
    • 2.7k views

  10. Documentation re Plan Sponsor

    By Cynchbeast,
    • 0 replies
    • 531 views

  11. Attribution from a Trust to its beneficiaries

    By 401_noob,   
    • 3 replies
    • 2.9k views

  12. Family Attribution - counting service

    By jvajjm750,
    • 20 replies
    • 2.1k views

  13. Overtime Excluded in 401K Deduction Calculations

    By Mrs V,   
    • 2 replies
    • 2.2k views

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

    By AlbanyConsultant,
    • 30 replies
    • 11.1k views

  15. forfeiture reallocations

    By pmacduff,
    • 5 replies
    • 1.8k views

  16. Form 5308

    By cpc0506,
    • 2 replies
    • 902 views

  17. Requesting Relief from Section 411 Debarment

    By Eric Taylor,
    • 6 replies
    • 1.1k views

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

    By Belgarath,
    • 18 replies
    • 60k views

  19. 295 Free Recorded Webcasts About Retirement Plans

    By Dave Baker,
    • 2 replies
    • 932 views

  20. post-death spousal consent

    By jpod,
    • 17 replies
    • 3.6k views

  21. Health Savings Account - 415 Compensation

    By ErisaGooroo,
    • 0 replies
    • 901 views

  22. Are Retirement Plan Contributions Subject to FOIA

    By waid10,
    • 4 replies
    • 1.2k views

  23. 410(b)(6)(C) Transition Rule - Required in Plan Document?

    By KJ2,
    • 3 replies
    • 2.2k views

  24. DC - 1 Exam.

    By Manish,
    • 2 replies
    • 1.4k views

  25. 5300 Line 12

    By ESOP1,
    • 1 reply
    • 987 views

  26. IRS auditor wants docs faxed

    By Bird,
    • 17 replies
    • 2.2k views

  27. ROBS and DoL Fiduciary Rule

    By Soundbc1,
    • 29 replies
    • 4.5k views

  28. Who offers prototype SEP IRA?

    By epinaustin,
    • 3 replies
    • 1.7k views

  29. earned income (Schedule C Income)

    By Tom Poje,
    • 7 replies
    • 1.4k views

  30. How do I know if SEP IRA is 5305

    By epinaustin,   
    • 1 reply
    • 1.9k views

  31. Raising a tardy amendment during determination letter application review

    By WestCoast,   
    • 1 reply
    • 925 views

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

    By AdKu,   
    • 3 replies
    • 1.6k views

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

    By Guest Kelly R,
    • 6 replies
    • 3.8k views

  34. Independent Auditor's Report

    By thepensionmaven,
    • 4 replies
    • 851 views

  35. Beneficiary and RMD rules

    By Cynchbeast,
    • 4 replies
    • 1.2k views

  36. TEFRA CARD

    By jevd,
    • 1 reply
    • 814 views

  37. Forfeitures and plan termination

    By Cynchbeast,
    • 4 replies
    • 2k views

  38. RMD and EPCRS

    By AAS2,   
    • 6 replies
    • 2.1k views

  39. Cash out under $200

    By Cynchbeast,
    • 6 replies
    • 3.2k views

  40. Indexed limits

    By Tom Poje,
    • 0 replies
    • 590 views

  41. Prohibited Transaction?

    By Belgarath,
    • 6 replies
    • 1.2k views

  42. Beneficiary

    By Soundbc1,
    • 6 replies
    • 1.6k views

  43. Predecessor service, rehires, mergers and acquisitons

    By R. Butler,
    • 1 reply
    • 661 views
    • K2
    • K2

  44. Attribution of stock ownership

    By cathyw,
    • 1 reply
    • 495 views

  45. Correction of pro-rata PS formula

    By Cynchbeast,
    • 4 replies
    • 866 views

  46. Attribution of Ownership to Minor Children

    By ERISA1,   
    • 6 replies
    • 2.4k views

  47. Must a plan’s administrator reevaluate the employer’s decision about who is or isn’t an employee?

    By Peter Gulia,   
    • 11 replies
    • 1.9k views

  48. Deductibility of Contributions

    By 401_noob,   
    • 2 replies
    • 705 views

  49. Transaction between plans of same employer

    By Earl,
    • 15 replies
    • 1.7k views

  50. California Retirement Specialists

    By RGiannini,   
    • 0 replies
    • 599 views
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