Retirement Plans in General

5,811 topics in this forum

1. PYE Feb 28. Leap Year?

   By BG5150, March 9, 2017
   • 12 replies
   • 1.8k views
   • 
   • NJ Mike
   • March 10, 2017

2. Can a Living Participant File a Disclaimer of his/her Plan benefit and therefore not receive it?

   By rocknrolls2, March 8, 2017
   • 5 replies
   • 1k views
   • 
   • My 2 cents
   • March 9, 2017

3. Are Trust EIN's required?

   By Lori H, March 8, 2017   

   • one person db start up
   • 3 replies
   • 1k views
   • 
   • shERPA
   • March 8, 2017

4. Return of non-deductible contributions

   By dan.jock, March 7, 2017
   • 2 replies
   • 1.2k views
   • 
   • CuseFan
   • March 8, 2017

5. Nonprofit Contribution

   By nancy, March 7, 2017
   • 5 replies
   • 794 views
   • 
   • Peter Gulia
   • March 8, 2017

6. Coverage/nondiscrimination testing with non-participating Controlled group member

   By Belgarath, March 7, 2017
   • 1 reply
   • 442 views
   • 
   • Tom Poje
   • March 7, 2017

7. Proposed 60-day extension of the applicability date of the Fiduciary rule and PTEs

   By RatherBeGolfing, March 1, 2017
   • 1 reply
   • 420 views
   • 
   • Peter Gulia
   • March 1, 2017

8. 1099R filing date with IRS

   By thepensionmaven, February 28, 2017
   • 1 reply
   • 529 views
   • 
   • RatherBeGolfing
   • March 1, 2017

9. New owner of plan sponsor is a sovereign nation

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

10. 401(k) Eligibility of Certain Resident Aliens Receiving W-2

    By PensionPro, February 16, 2017
    • 6 replies
    • 2.4k views
    • 
    • PensionPro
    • February 23, 2017

11. Withholding on Distributions to Qualified Trusts

    By BeccaERISA, February 22, 2017   

    • withholding
    • trust
    • 0 replies
    • 1.1k views
    • 
    • BeccaERISA
    • February 22, 2017

12. Earned income calculation

    By RatherBeGolfing, February 6, 2017
    • 18 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 17, 2017

13. Leased Employee Question

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

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

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

15. Business purchased, purchase price paid through payroll

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

16. Split Dollar arrangements and 401(k)

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

17. Company sold division - year end profit share question

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

18. Lump Sum Distribution - Employer Securities

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

19. Trump to halt fiduciary rule

    By Tom Poje, February 3, 2017
    • 17 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • February 9, 2017

20. Only owner deferred

    By Cynchbeast, January 20, 2016
    • 8 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 9, 2017

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

    By pjbaer, February 6, 2017   

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

22. ASG, Common Law Employee or Multiple Employer

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

23. Pay with no hours

    By Cynchbeast, February 7, 2017
    • 8 replies
    • 1.8k views
    • 
    • BG5150
    • February 8, 2017

24. TH Test Balance question

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

25. 1099 for QDRO

    By thepensionmaven, February 6, 2017   

    • qdro
    • 3 replies
    • 2.3k views
    • 
    • CMarkB
    • February 6, 2017

26. Limited partner

    By cpc0506, February 6, 2017   

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

27. Loans for Hardship

    By msmith, January 31, 2017
    • 14 replies
    • 1.2k views
    • 
    • msmith
    • February 3, 2017

28. Compensation

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

29. Controlled group? ASG?

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

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

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

31. Firms that pay 20% Mandatory to Treasury

    By DPSRich, January 30, 2017   

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

32. Benefit Rights and Features - controlled group

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

33. Compensation question

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

34. Controlled Group?

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

35. Union hours - eligibility and vesting

    By AMarie, January 26, 2017
    • 3 replies
    • 2.3k views
    • 
    • AMarie
    • January 27, 2017

36. 1099R for cash distribution and defaulted loan

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

37. Elective service crediting

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

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

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

39. Adoption Agreement Request

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

40. Eligible Rollover Distribution or NonPeriodic Payment

    By tax & coffee, January 17, 2017
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • January 18, 2017

41. Plan eligibility again

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

42. To be or not to be a Controlled Group

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

43. Average Benefits Test to pass coverage

    By BG5150, January 16, 2017
    • 14 replies
    • 2.1k views
    • 
    • Bird
    • January 18, 2017

44. Non ERISA plan and fund change notice

    By 30Rock, January 17, 2017
    • 4 replies
    • 1k views
    • 
    • 30Rock
    • January 18, 2017

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

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

46. 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
    • 875 views
    • 
    • tax & coffee
    • January 13, 2017

47. 1099 R Question

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

48. Controlled group issues, related employers

    By dan.jock, January 10, 2017
    • 6 replies
    • 1.5k views
    • 
    • dan.jock
    • January 10, 2017

49. Plan Eligibility

    By coleboy, January 10, 2017
    • 7 replies
    • 1.2k views
    • 
    • My 2 cents
    • January 10, 2017

50. Self-employment compensation calculation

    By BG5150, August 17, 2015
    • 28 replies
    • 3.5k views
    • 
    • BG5150
    • January 9, 2017