Retirement Plans in General

5,781 topics in this forum

1. K-1 Self Employment Earnings

   By Penman2006, February 27, 2008
   • 4 replies
   • 3.4k views
   • 
   • Penman2006
   • February 28, 2008

2. TPG question--applies to HSA, too?

   By BG5150, September 27, 2022
   • 4 replies
   • 1.1k views
   • 
   • CuseFan
   • September 28, 2022

3. Recurring and Substantial Contributions

   By MarZDoates, April 29, 2003
   • 4 replies
   • 4.8k views
   • 
   • david rigby
   • April 30, 2003

4. next year's limits

   By Tom Poje, August 15, 2008
   • 4 replies
   • 1.3k views
   • 
   • XTitan
   • August 20, 2008

5. Roll outs being held hostage

   By Dave401kguy, October 26, 2023
   • 4 replies
   • 1.1k views
   • 
   • Gadgetfreak
   • October 27, 2023

6. Opinion: Might Be Best Not to Save Too Much for Retirement

   By Guest BenefitsLink, June 27, 2001
   • 4 replies
   • 5.8k views
   • 
   • Guest
   • August 29, 2007

7. Investment and Administration Advice

   By Guest wildcat, August 15, 2008
   • 4 replies
   • 1k views
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   • K2retire
   • August 16, 2008

8. Plan sponsor changes name and plan name in middle of plan year

   By pgold, January 16, 2020
   • 4 replies
   • 1.1k views
   • 
   • Larry Starr
   • January 17, 2020

9. Partners' correct date of hire?

   By shERPA, March 2, 2021
   • 4 replies
   • 1.6k views
   • 
   • shERPA
   • March 4, 2021

10. 404 Deduction Limit

    By Gilmore, May 10, 2004
    • 4 replies
    • 2.7k views
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    • Gilmore
    • May 11, 2004

11. Large plan audit

    By Cynchbeast, January 16, 2020
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • January 22, 2020

12. What fees can be paid from the plan assets?

    By Jakyasar, January 15, 2021
    • 4 replies
    • 1.8k views
    • 
    • FORMER ESQ.
    • January 16, 2021

13. doctor owner who is not independent contractor

    By AKconsult, April 27, 2012
    • 4 replies
    • 1.3k views
    • 
    • PensionPro
    • May 2, 2012

14. TIN obtained before plan is set up

    By Jakyasar, November 20, 2020
    • 4 replies
    • 608 views
    • 
    • Jakyasar
    • November 20, 2020

15. Nondiscrimination Testing/5500 Required?

    By Guest Stacey Potts, February 16, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 16, 2011

16. Submission deadline

    By Trekker, January 9, 2007
    • 4 replies
    • 1.6k views
    • 
    • Trekker
    • January 11, 2007

17. Pension check

    By Guest Jill41402, January 14, 2011
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 24, 2011

18. Compensation for Advisory Committee Members

    By Medusa, September 18, 2001
    • 4 replies
    • 1.8k views
    • 
    • Medusa
    • September 18, 2001

19. Limits on a self-employed individuals integrated allocation

    By Guest Enda80, August 16, 2008
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 27, 2008

20. How does one decide whether a distribution happened (or didn’t) if neither side has evidence?

    By Peter Gulia, April 24, 2024
    • 4 replies
    • 3.3k views
    • 
    • Belgarath
    • February 26, 2025

21. Sched C and Medical Ins

    By Earl, September 12, 2018
    • 4 replies
    • 635 views
    • 
    • Earl
    • September 18, 2018

22. Bonding

    By Cynchbeast, March 6, 2020
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • March 9, 2020

23. Controlled Group

    By Belgarath, November 4, 2016
    • 4 replies
    • 832 views
    • 
    • John Feldt ERPA CPC QPA
    • November 7, 2016

24. Type of business entity as factor in establishing PS Plan?

    By billfgrady, February 23, 2006
    • 4 replies
    • 1.9k views
    • 
    • Belgarath
    • February 23, 2006

25. Using up an excess company contribution

    By Bird, May 4, 2010
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • May 4, 2010

26. Affiliated Service Group (B-org with multiple FSOs)

    By Guest TomB432, June 14, 2012
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 15, 2012

27. DB SAR

    By K2, September 18, 2017
    • 4 replies
    • 493 views
    • 
    • Mike Preston
    • September 19, 2017

28. Top 20 Election

    By Cloudy, October 27, 2017
    • 4 replies
    • 1.2k views
    • 
    • Bri
    • September 27, 2021

29. Presidentially declared disaster areas- Extended deadline to establish SEPs/SIMPLEs?

    By Appleby, October 19, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 19, 2004

30. Self Directed 401(k) Plan for Physicians

    By SwimmingInBowelsOfERISA, May 5, 2016
    • 4 replies
    • 911 views
    • 
    • Belgarath
    • May 6, 2016

31. Two Employers Same Owner

    By thepensionmaven, October 1, 2019
    • 4 replies
    • 912 views
    • 
    • Larry Starr
    • October 2, 2019

32. Closing 1 corp, starting new one - same ret plan?

    By TPApril, September 29, 2022
    • 4 replies
    • 1k views
    • 
    • Bill Presson
    • September 30, 2022

33. Can a "3(16)" service help if a business owner is barred from serving as a fiduciary?

    By Peter Gulia, June 2, 2014
    • 4 replies
    • 961 views
    • 
    • QDROphile
    • June 20, 2014

34. Former Client adopted plan and left

    By John Feldt ERPA CPC QPA, January 28, 2008
    • 4 replies
    • 994 views
    • 
    • david rigby
    • January 29, 2008

35. Does A Plan Need It's Own TIN?

    By metsfan026, September 3, 2021
    • 4 replies
    • 3.2k views
    • 
    • Bird
    • September 7, 2021

36. NRA Definition and 100% Vesting

    By cheersmate, April 17, 2015   

    • Vesting
    • NRA defined
    • (and 2 more)

      Tagged with:

      • Vesting
      • NRA defined
      • Corbel Document
      • automatic vesting
    • 4 replies
    • 6.1k views
    • 
    • cheersmate
    • April 17, 2015

37. 410(b)(6) transition period

    By R. Butler, May 10, 2022
    • 4 replies
    • 2.6k views
    • 
    • Ilene Ferenczy
    • May 11, 2022

38. profit sharing contribution but no profits

    By Santo Gold, February 26, 2019
    • 4 replies
    • 811 views
    • 
    • Patricia Neal Jensen
    • February 28, 2019

39. Money Purchase Plan- Late Contribution

    By Coleboy1, September 16, 2025
    • 4 replies
    • 3k views
    • 
    • justanotheradmin
    • September 16, 2025

40. Handbook for Small Business

    By Guest Melanie, October 29, 1998
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • January 14, 1999

41. Multiple Changes in Controlled Group Membership

    By Guest Grumpy456, April 18, 2006
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • April 27, 2006

42. D.R.O.P Plans

    By Guest John J, May 21, 2007
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 23, 2007

43. Large Plan to Small Plan

    By KateSmithPA, March 10, 2009
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • March 10, 2009

44. Last Day Requirement for Vesting?

    By Spencer, November 17, 1999
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • November 19, 1999

45. Yet another good old "mistake of fact" question

    By Belgarath, October 2, 2019
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • October 3, 2019

46. One participant plan if it used to cover none owned

    By CKocher, September 6, 2023
    • 4 replies
    • 594 views
    • 
    • CKocher
    • September 10, 2023

47. using 500 hours for eligibility & vesting

    By betheeg, May 20, 2003
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 21, 2003

48. Workers Compensation and Vesting

    By Guest amboyd, May 2, 2002
    • 4 replies
    • 5.2k views
    • 
    • Guest
    • May 3, 2002

49. Slam Dunk Control Group

    By K-t-F, May 2, 2012
    • 4 replies
    • 973 views
    • 
    • K-t-F
    • May 3, 2012

50. Top Heavy Testing - Inservice distributions

    By Guest Randy713, December 23, 2004
    • 4 replies
    • 3.4k views
    • 
    • Belgarath
    • December 27, 2004