Retirement Plans in General

5,753 topics in this forum

1. New owner of plan sponsor is a sovereign nation

   By K2retire, February 24, 2017
   • 1 reply
   • 439 views
   • 
   • Bill Presson
   • February 24, 2017

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

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

3. Withholding on Distributions to Qualified Trusts

   By BeccaERISA, February 22, 2017   

   • withholding
   • trust
   • 0 replies
   • 871 views
   • 
   • BeccaERISA
   • February 22, 2017

4. Earned income calculation

   By RatherBeGolfing, February 6, 2017
   • 18 replies
   • 1.1k views
   • 
   • Tom Poje
   • February 17, 2017

5. Leased Employee Question

   By Dougsbpc, February 12, 2017
   • 1 reply
   • 749 views
   • 
   • sklappy584
   • February 15, 2017

6. Sale of plan sponsor; owners are paid through a management company

   By Earl, February 14, 2017
   • 2 replies
   • 451 views
   • 
   • ETA Consulting LLC
   • February 15, 2017

7. Business purchased, purchase price paid through payroll

   By Belgarath, February 14, 2017
   • 5 replies
   • 569 views
   • 
   • Belgarath
   • February 14, 2017

8. Split Dollar arrangements and 401(k)

   By Belgarath, February 14, 2017
   • 0 replies
   • 703 views
   • 
   • Belgarath
   • February 14, 2017

9. Company sold division - year end profit share question

   By pmacduff, February 9, 2017
   • 2 replies
   • 634 views
   • 
   • K2
   • February 10, 2017

10. Lump Sum Distribution - Employer Securities

    By Buckoosier, February 9, 2017
    • 1 reply
    • 481 views
    • 
    • david rigby
    • February 9, 2017

11. Trump to halt fiduciary rule

    By Tom Poje, February 3, 2017
    • 17 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • February 9, 2017

12. Only owner deferred

    By Cynchbeast, January 20, 2016
    • 8 replies
    • 1.1k views
    • 
    • Tom Poje
    • February 9, 2017

13. Three Partners, one wants a 401(k) Plan

    By pjbaer, February 6, 2017   

    • simple plan
    • 401(k) plan
    • 2 replies
    • 597 views
    • 
    • pjbaer
    • February 8, 2017

14. ASG, Common Law Employee or Multiple Employer

    By Zoey, February 8, 2017
    • 0 replies
    • 457 views
    • 
    • Zoey
    • February 8, 2017

15. Pay with no hours

    By Cynchbeast, February 7, 2017
    • 8 replies
    • 1.7k views
    • 
    • BG5150
    • February 8, 2017

16. TH Test Balance question

    By BG5150, February 7, 2017
    • 6 replies
    • 522 views
    • 
    • Belgarath
    • February 8, 2017

17. 1099 for QDRO

    By thepensionmaven, February 6, 2017   

    • qdro
    • 3 replies
    • 2.2k views
    • 
    • CMarkB
    • February 6, 2017

18. Limited partner

    By cpc0506, February 6, 2017   

    • earned income
    • 0 replies
    • 463 views
    • 
    • cpc0506
    • February 6, 2017

19. Loans for Hardship

    By msmith, January 31, 2017
    • 14 replies
    • 1k views
    • 
    • msmith
    • February 3, 2017

20. Compensation

    By thepensionmaven, January 31, 2017
    • 7 replies
    • 1.7k views
    • 
    • QDROphile
    • February 2, 2017

21. Controlled group? ASG?

    By ombskid, February 1, 2017
    • 1 reply
    • 505 views
    • 
    • Calavera
    • February 1, 2017

22. Are money purchase pension plans subject to 408(b)(2)?

    By Lori H, January 27, 2017
    • 2 replies
    • 543 views
    • 
    • Lori H
    • January 31, 2017

23. Firms that pay 20% Mandatory to Treasury

    By DPSRich, January 30, 2017   

    • withholding
    • 3 replies
    • 540 views
    • 
    • DPSRich
    • January 31, 2017

24. Benefit Rights and Features - controlled group

    By Uncle Jack, January 24, 2017
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 30, 2017

25. Compensation question

    By BG5150, January 16, 2017
    • 2 replies
    • 489 views
    • 
    • rocknrolls2
    • January 30, 2017

26. Controlled Group?

    By Zoey, January 27, 2017
    • 3 replies
    • 487 views
    • 
    • RatherBeGolfing
    • January 27, 2017

27. Union hours - eligibility and vesting

    By AMarie, January 26, 2017
    • 3 replies
    • 2k views
    • 
    • AMarie
    • January 27, 2017

28. 1099R for cash distribution and defaulted loan

    By Pammie57, January 26, 2017
    • 3 replies
    • 920 views
    • 
    • Kevin C
    • January 27, 2017

29. Elective service crediting

    By Scuba 401, January 20, 2017
    • 0 replies
    • 661 views
    • 
    • Scuba 401
    • January 20, 2017

30. DB Plan - IRS DL -- Risk Transfer Language Disclosure

    By rocknrolls2, January 19, 2017
    • 0 replies
    • 480 views
    • 
    • rocknrolls2
    • January 19, 2017

31. Adoption Agreement Request

    By pmacduff, January 18, 2017
    • 1 reply
    • 431 views
    • 
    • hr for me
    • January 18, 2017

32. Eligible Rollover Distribution or NonPeriodic Payment

    By tax & coffee, January 17, 2017
    • 4 replies
    • 1.1k views
    • 
    • GMK
    • January 18, 2017

33. Plan eligibility again

    By ombskid, January 18, 2017
    • 5 replies
    • 581 views
    • 
    • ombskid
    • January 18, 2017

34. To be or not to be a Controlled Group

    By RatherBeGolfing, January 18, 2017
    • 3 replies
    • 422 views
    • 
    • RatherBeGolfing
    • January 18, 2017

35. Average Benefits Test to pass coverage

    By BG5150, January 16, 2017
    • 14 replies
    • 1.9k views
    • 
    • Bird
    • January 18, 2017

36. Non ERISA plan and fund change notice

    By 30Rock, January 17, 2017
    • 4 replies
    • 927 views
    • 
    • 30Rock
    • January 18, 2017

37. When is a Profit Sharing Plan no longer a Profit Sharing Plan?

    By 52626, January 17, 2017
    • 1 reply
    • 426 views
    • 
    • ETA Consulting LLC
    • January 17, 2017

38. NonPeriodic Payment or Eligible Rollover Distribution?

    By tax & coffee, January 13, 2017   

    • nonperiodic payment
    • eligible rollover distribution
    • (and 1 more)

      Tagged with:

      • nonperiodic payment
      • eligible rollover distribution
      • lump sum
    • 0 replies
    • 782 views
    • 
    • tax & coffee
    • January 13, 2017

39. 1099 R Question

    By Pammie57, January 11, 2017
    • 2 replies
    • 552 views
    • 
    • Lou S.
    • January 11, 2017

40. Controlled group issues, related employers

    By dan.jock, January 10, 2017
    • 6 replies
    • 1.3k views
    • 
    • dan.jock
    • January 10, 2017

41. Plan Eligibility

    By coleboy, January 10, 2017
    • 7 replies
    • 1.1k views
    • 
    • My 2 cents
    • January 10, 2017

42. Self-employment compensation calculation

    By BG5150, August 17, 2015
    • 28 replies
    • 3.1k views
    • 
    • BG5150
    • January 9, 2017

43. Links to Prior Years' Form 5500, Schedules and Instructions

    By Dave Baker, January 5, 2017   

    • 5500
    • 3 replies
    • 851 views
    • 
    • Lois Baker
    • January 8, 2017

44. Loss of Coverage during 1035 Exchange?

    By NexusBenefit, January 5, 2017   

    • life insurance
    • 1035
    • (and 1 more)

      Tagged with:

      • life insurance
      • 1035
      • 1035 exchange
    • 0 replies
    • 382 views
    • 
    • NexusBenefit
    • January 5, 2017

45. Profit Sharing Plan pays expenses of Cash Balance Plan..Issues?

    By jkharvey, December 30, 2016
    • 6 replies
    • 868 views
    • 
    • ETA Consulting LLC
    • December 30, 2016

46. Election to defer 100% leaves no money for medical deductions

    By ERISA-Bubs, December 30, 2016
    • 2 replies
    • 1.5k views
    • 
    • hr for me
    • December 30, 2016

47. Terminating a participant so they can take a distribution

    By Chippy, December 28, 2016
    • 10 replies
    • 1.5k views
    • 
    • GMK
    • December 29, 2016

48. Amendment to avoid audit

    By jmartin, December 22, 2016
    • 5 replies
    • 1.3k views
    • 
    • ESOP Guy
    • December 22, 2016

49. Rollover into plan from a non-USA retirement plan

    By Santo Gold, December 16, 2016
    • 5 replies
    • 989 views
    • 
    • Santo Gold
    • December 21, 2016

50. compensation question

    By K2retire, December 20, 2016
    • 3 replies
    • 795 views
    • 
    • K2retire
    • December 21, 2016