Retirement Plans in General

5,753 topics in this forum

1. Taxable vacation award--how to deduct 401k?

   By BG5150, April 14, 2022
   • 4 replies
   • 1k views
   • 
   • BG5150
   • April 29, 2022

2. Yet another Self-Employment Issue

   By Laura Harrington, July 15, 2010
   • 4 replies
   • 1k views
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   • K2retire
   • July 17, 2010

3. Controlled Group- spousal

   By Guest jim williams, March 19, 2008
   • 4 replies
   • 1.7k views
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   • J Simmons
   • March 20, 2008

4. plan with only hce's

   By Guest Elizabeth Gaskins, October 8, 2002
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • October 9, 2002

5. deduction limit

   By Jakyasar, September 15, 2020
   • 4 replies
   • 779 views
   • 
   • Bob the Swimmer
   • September 15, 2020

6. MEP

   By thepensionmaven, October 18, 2016
   • 4 replies
   • 1.1k views
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   • Below Ground
   • October 21, 2016

7. SECURE ACT First RMD already started prior to 72

   By MaryOKTPA, January 3, 2020
   • 4 replies
   • 1.5k views
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   • Larry Starr
   • January 3, 2020

8. Deduction split between 2 entities

   By Jakyasar, July 13, 2020
   • 4 replies
   • 1.2k views
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   • Larry Starr
   • July 13, 2020

9. Employer deducting money from check-without "reason"

   By Guest brink, March 5, 2002
   • 4 replies
   • 1.8k views
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   • mbozek
   • March 14, 2002

10. Determination Spouse Cannot be Located

    By chris, April 2, 2003
    • 4 replies
    • 2.2k views
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    • chris
    • April 3, 2003

11. Terminated Employee in DC plan - 410(b)

    By cohendrake, June 16, 2016   

    • 410(b) top-heavy
    • 4 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • June 17, 2016

12. Allocation of employer contribution

    By ErisaGooroo, June 16, 2016
    • 4 replies
    • 830 views
    • 
    • ErisaGooroo
    • June 16, 2016

13. determining partnership contributions when ownership changes

    By Santo Gold, May 29, 2015
    • 4 replies
    • 1.7k views
    • 
    • Kevin C
    • May 29, 2015

14. Vesting in Collectively Bargained Plans

    By dmb, April 26, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • April 26, 2002

15. IRS "Made changes" notice

    By Basically, April 9, 2024
    • 4 replies
    • 1.1k views
    • 
    • JRN
    • April 9, 2024

16. ROLLOVERS

    By Guest TroyRiley, May 24, 2005
    • 4 replies
    • 1.3k views
    • 
    • JDuns
    • May 25, 2005

17. Employer reimbursement of expenses

    By Guest Phil L, October 16, 1998
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • August 27, 2002

18. In-plan Roth rollovers/conversions

    By Belgarath, December 13, 2021
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • December 14, 2021

19. Prohibited Transaction?

    By Connor, June 7, 2024
    • 4 replies
    • 1.2k views
    • 
    • Ilene Ferenczy
    • June 10, 2024

20. Distributions Based on Interim Valuation

    By Susan S., July 7, 2014
    • 4 replies
    • 1.5k views
    • 
    • Susan S.
    • July 8, 2014

21. 401(a)26

    By thepensionmaven, December 9, 2014
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 10, 2014

22. Can a KSOP have late deferrals?

    By Bri, February 15, 2022
    • 4 replies
    • 992 views
    • 
    • ESOP Guy
    • February 18, 2022

23. Unrelated Business Income Tax

    By bdeancpa, September 16, 2013   

    • UBTI
    • 4 replies
    • 1.5k views
    • 
    • jpod
    • September 18, 2013

24. New client has 1 participant MP Plan since 1999 but has treated it like a PS Plan

    By RayJJohnsonJr, February 2, 2018
    • 4 replies
    • 850 views
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    • RayJJohnsonJr
    • February 6, 2018

25. tax exempt employer - 15% deduction limit?

    By Guest boetgerinc, October 4, 1998
    • 4 replies
    • 2.3k views
    • 
    • richard
    • October 27, 1998

26. Can the Cycle 3 plan restatement fee be paid from plan assets?

    By David Peckham, July 5, 2022
    • 4 replies
    • 997 views
    • 
    • Peter Gulia
    • July 6, 2022

27. 1979 PBGC Disabled Mortality Table

    By Guest HarveyC, June 3, 2003
    • 4 replies
    • 3.3k views
    • 
    • WDIK
    • October 12, 2005

28. Deemed IRAs in Qualified Plans(Commingled Assets; separate trusts)

    By Guest RSNOW, October 6, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 7, 2003

29. Contribution due date for 501(c) organization

    By Guest MEWilson, April 13, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • April 16, 2004

30. Controlled Group?

    By dmb, June 1, 2004
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • June 2, 2004

31. Possible Prohibited Transaction?

    By mming, January 6, 2010
    • 4 replies
    • 1.3k views
    • 
    • jpod
    • January 6, 2010

32. Mess acquired from prior TPA

    By Cynchbeast, September 20, 2015
    • 4 replies
    • 947 views
    • 
    • hr for me
    • September 21, 2015

33. No document but deposits are made and deducted for a CB plan

    By Jakyasar, February 25
    • 4 replies
    • 2.1k views
    • 
    • CuseFan
    • February 26

34. ERISA Outline Book

    By R. Butler, November 30, 2004
    • 4 replies
    • 1.5k views
    • 
    • E as in ERISA
    • November 30, 2004

35. top heavy

    By Guest lskin, June 12, 2006
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • June 13, 2006

36. Calculation of Compensation for one payroll period

    By Guest perplexedbypensions, February 24, 2007
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • February 26, 2007

37. Allocation methods

    By Guest Tesla, July 30, 2013
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • July 30, 2013

38. Amendments for Hurricane Harvey Relief Per 2017-11

    By 401 Chaos, September 7, 2017
    • 4 replies
    • 912 views
    • 
    • 401 Chaos
    • September 7, 2017

39. next year's limits

    By Tom Poje, May 15, 2018
    • 4 replies
    • 772 views
    • 
    • XTitan
    • May 15, 2018

40. Eligibility based on elapsed time

    By Guest Cyndy, October 28, 1998
    • 4 replies
    • 5.2k views
    • 
    • Guest
    • July 18, 2001

41. use of compensation from prior employer

    By EGB, September 2, 1999
    • 4 replies
    • 1.9k views
    • 
    • EGB
    • September 8, 1999

42. Excess assets in a cash balance plan

    By Jakyasar, November 21, 2022
    • 4 replies
    • 1.1k views
    • 
    • Jakyasar
    • November 22, 2022

43. Affilied Service Group question

    By Lou S., July 15, 2008
    • 4 replies
    • 1.3k views
    • 
    • Lou S.
    • July 16, 2008

44. MRD's- 98 Distribution received 9/99 - 1099 nightmare

    By Guest Laura Heinrich, September 8, 1999
    • 4 replies
    • 1.9k views
    • 
    • Alan Simpson
    • September 8, 1999

45. Foreign government entity as sponsor?

    By stainedglass80, March 21, 2023
    • 4 replies
    • 1.1k views
    • 
    • Nate S
    • March 28, 2023

46. Is this a distributable event?

    By David Peckham, August 16, 2024
    • 4 replies
    • 1.2k views
    • 
    • Peter Gulia
    • August 19, 2024

47. German resident living in USA on a work Visa (L1-A)

    By Guest belfers@langgroup.com, February 11, 2003
    • 4 replies
    • 1.6k views
    • 
    • jaemmons
    • February 13, 2003

48. Who owns it?

    By Guest just asking, June 3, 2003
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • June 4, 2003

49. Fixed Contribution for Profit Sharing Plan

    By Guest pk1, February 10, 2011
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • February 11, 2011

50. Social Security Benefits and Retirement Assets

    By PensionPro, June 6, 2012
    • 4 replies
    • 949 views
    • 
    • PensionPro
    • June 6, 2012