Retirement Plans in General

5,802 topics in this forum

1. 401(k) Eligibility of Certain Resident Aliens Receiving W-2

   By PensionPro, February 16, 2017
   • 6 replies
   • 2.2k views
   • 
   • PensionPro
   • February 23, 2017

2. Withholding on Distributions to Qualified Trusts

   By BeccaERISA, February 22, 2017   

   • withholding
   • trust
   • 0 replies
   • 1k views
   • 
   • BeccaERISA
   • February 22, 2017

3. Earned income calculation

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

4. Leased Employee Question

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

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

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

6. Business purchased, purchase price paid through payroll

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

7. Split Dollar arrangements and 401(k)

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

8. Company sold division - year end profit share question

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

9. Lump Sum Distribution - Employer Securities

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

10. Trump to halt fiduciary rule

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

11. Only owner deferred

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

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

    By pjbaer, February 6, 2017   

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

13. ASG, Common Law Employee or Multiple Employer

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

14. Pay with no hours

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

15. TH Test Balance question

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

16. 1099 for QDRO

    By thepensionmaven, February 6, 2017   

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

17. Limited partner

    By cpc0506, February 6, 2017   

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

18. Loans for Hardship

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

19. Compensation

    By thepensionmaven, January 31, 2017
    • 7 replies
    • 1.9k views
    • 
    • QDROphile
    • February 2, 2017

20. Controlled group? ASG?

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

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

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

22. Firms that pay 20% Mandatory to Treasury

    By DPSRich, January 30, 2017   

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

23. Benefit Rights and Features - controlled group

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

24. Compensation question

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

25. Controlled Group?

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

26. Union hours - eligibility and vesting

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

27. 1099R for cash distribution and defaulted loan

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

28. Elective service crediting

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

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

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

30. Adoption Agreement Request

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

31. Eligible Rollover Distribution or NonPeriodic Payment

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

32. Plan eligibility again

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

33. To be or not to be a Controlled Group

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

34. Average Benefits Test to pass coverage

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

35. Non ERISA plan and fund change notice

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

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

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

37. 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
    • 862 views
    • 
    • tax & coffee
    • January 13, 2017

38. 1099 R Question

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

39. Controlled group issues, related employers

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

40. Plan Eligibility

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

41. Self-employment compensation calculation

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

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

    By Dave Baker, January 5, 2017   

    • 5500
    • 3 replies
    • 1k views
    • 
    • Lois Baker
    • January 8, 2017

43. 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
    • 436 views
    • 
    • NexusBenefit
    • January 5, 2017

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

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

45. 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

46. Terminating a participant so they can take a distribution

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

47. Amendment to avoid audit

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

48. 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

49. compensation question

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

50. J&S percentage limit with large age differences

    By dan.jock, December 20, 2016
    • 3 replies
    • 3.2k views
    • 
    • My 2 cents
    • December 21, 2016