Retirement Plans in General

5,791 topics in this forum

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

   By pjbaer, February 6, 2017   

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

2. ASG, Common Law Employee or Multiple Employer

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

3. Pay with no hours

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

4. TH Test Balance question

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

5. 1099 for QDRO

   By thepensionmaven, February 6, 2017   

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

6. Limited partner

   By cpc0506, February 6, 2017   

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

7. Loans for Hardship

   By msmith, January 31, 2017
   • 14 replies
   • 1.1k views
   • 
   • msmith
   • February 3, 2017

8. Compensation

   By thepensionmaven, January 31, 2017
   • 7 replies
   • 1.8k views
   • 
   • QDROphile
   • February 2, 2017

9. Controlled group? ASG?

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

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

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

11. Firms that pay 20% Mandatory to Treasury

    By DPSRich, January 30, 2017   

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

12. Benefit Rights and Features - controlled group

    By Uncle Jack, January 24, 2017
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • January 30, 2017

13. Compensation question

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

14. Controlled Group?

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

15. Union hours - eligibility and vesting

    By AMarie, January 26, 2017
    • 3 replies
    • 2.2k views
    • 
    • AMarie
    • January 27, 2017

16. 1099R for cash distribution and defaulted loan

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

17. Elective service crediting

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

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

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

19. Adoption Agreement Request

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

20. Eligible Rollover Distribution or NonPeriodic Payment

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

21. Plan eligibility again

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

22. To be or not to be a Controlled Group

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

23. Average Benefits Test to pass coverage

    By BG5150, January 16, 2017
    • 14 replies
    • 2k views
    • 
    • Bird
    • January 18, 2017

24. Non ERISA plan and fund change notice

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

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

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

26. 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
    • 830 views
    • 
    • tax & coffee
    • January 13, 2017

27. 1099 R Question

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

28. Controlled group issues, related employers

    By dan.jock, January 10, 2017
    • 6 replies
    • 1.4k views
    • 
    • dan.jock
    • January 10, 2017

29. Plan Eligibility

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

30. Self-employment compensation calculation

    By BG5150, August 17, 2015
    • 28 replies
    • 3.2k views
    • 
    • BG5150
    • January 9, 2017

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

    By Dave Baker, January 5, 2017   

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

32. 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
    • 419 views
    • 
    • NexusBenefit
    • January 5, 2017

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

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

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

    By ERISA-Bubs, December 30, 2016
    • 2 replies
    • 1.6k views
    • 
    • hr for me
    • December 30, 2016

35. Terminating a participant so they can take a distribution

    By Chippy, December 28, 2016
    • 10 replies
    • 1.6k views
    • 
    • GMK
    • December 29, 2016

36. Amendment to avoid audit

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

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

    By Santo Gold, December 16, 2016
    • 5 replies
    • 1.1k views
    • 
    • Santo Gold
    • December 21, 2016

38. compensation question

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

39. J&S percentage limit with large age differences

    By dan.jock, December 20, 2016
    • 3 replies
    • 3.1k views
    • 
    • My 2 cents
    • December 21, 2016

40. Is Amendment under HATFA for Section 436 Restriction Required?

    By rocknrolls2, December 1, 2016
    • 2 replies
    • 1.3k views
    • 
    • Trisports
    • December 21, 2016

41. ASG - data request?

    By AlbanyConsultant, December 20, 2016
    • 0 replies
    • 674 views
    • 
    • AlbanyConsultant
    • December 20, 2016

42. RMDs When Account Is Locked

    By ERISA-Bubs, December 19, 2016
    • 3 replies
    • 922 views
    • 
    • Belgarath
    • December 20, 2016

43. Violating 25% deductibiltiy limit--remedy?

    By BG5150, May 13, 2016
    • 10 replies
    • 1.6k views
    • 
    • Trekker
    • December 19, 2016

44. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath, December 14, 2016
    • 1 reply
    • 742 views
    • 
    • Belgarath
    • December 16, 2016

45. DB and SEP for S-corp

    By Nouri, December 15, 2016
    • 3 replies
    • 769 views
    • 
    • Lou S.
    • December 15, 2016

46. Affiliated Service Group

    By Susan S., December 14, 2016
    • 1 reply
    • 587 views
    • 
    • SoCalActuary
    • December 14, 2016

47. Individually Designed Plan- PPA Update

    By coleboy, December 13, 2016
    • 1 reply
    • 866 views
    • 
    • UtahCPA-APA
    • December 14, 2016

48. Plan for a FA's company... PTE if the owner is the advisor?

    By AlbanyConsultant, December 14, 2016
    • 2 replies
    • 610 views
    • 
    • Peter Gulia
    • December 14, 2016

49. Affiliated Service Group

    By Madison71, December 9, 2016
    • 3 replies
    • 862 views
    • 
    • K2retire
    • December 14, 2016

50. another RMD question

    By thepensionmaven, December 9, 2016
    • 7 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 14, 2016