Retirement Plans in General

5,753 topics in this forum

1. Foreign owned company wants to recognize service with the parent

   By BG5150, September 6, 2019
   • 4 replies
   • 1.9k views
   • 
   • casey72
   • April 17, 2024

2. Rollovers in Plan

   By Chippy, January 22, 2018
   • 4 replies
   • 1k views
   • 
   • Luke Bailey
   • January 22, 2018

3. Own Business with SIMPLE IRA, Options for additional self employment income

   By Thomas Jefferson, February 2, 2024
   • 4 replies
   • 830 views
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   • Georgegip
   • February 20, 2024

4. Due Date For Contributions

   By Guest merlin, September 13, 2002
   • 4 replies
   • 2k views
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   • mbozek
   • September 16, 2002

5. DB RMD related

   By Jakyasar, November 29, 2023
   • 4 replies
   • 978 views
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   • CuseFan
   • November 30, 2023

6. What to include as compensation

   By Santo Gold, February 10, 2006
   • 4 replies
   • 2k views
   • 
   • Tom Poje
   • February 10, 2006

7. Last Day Rule

   By DP, January 9, 2008
   • 4 replies
   • 1.7k views
   • 
   • Young Curmudgeon
   • January 24, 2008

8. Places to look for new job?

   By BG5150, May 14, 2015
   • 4 replies
   • 1k views
   • 
   • Hojo
   • June 10, 2015

9. Missed blackout notice

   By Santo Gold, November 25, 2024
   • 4 replies
   • 2.3k views
   • 
   • Santo Gold
   • November 26, 2024

10. Merging plans with prohibited loan

    By Guest moosegirl, November 12, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • November 19, 2003

11. Reintroduced pension simplification act

    By Belgarath, June 5, 2013
    • 4 replies
    • 3.2k views
    • 
    • masteff
    • June 6, 2013

12. Affiliated service groups - what would you do?

    By Belgarath, July 13, 2015
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • September 23, 2015

13. How to Choose Best Retirement Plan for Small Business

    By Guest Deborah, June 2, 1999
    • 4 replies
    • 1.4k views
    • 
    • Larry M
    • June 4, 1999

14. 415(e) Repeal When Plan Frozen Prior to Repeal Effective Date?

    By Christine Roberts, December 21, 2001
    • 4 replies
    • 1.6k views
    • 
    • mwyatt
    • December 23, 2001

15. Eligibility requirements

    By Guest terric, February 10, 2006
    • 4 replies
    • 2.3k views
    • 
    • JAY21
    • February 13, 2006

16. Eligibility - hourly and month requirement

    By Guest tajcc, August 4, 2008
    • 4 replies
    • 1.9k views
    • 
    • masteff
    • August 4, 2008

17. QKA vs. CPFA

    By MjInvestments, January 22, 2018   

    • credentials
    • qka
    • (and 1 more)

      Tagged with:

      • credentials
      • qka
      • cpfa
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • January 23, 2018

18. Which retirement plan for Self-Employed

    By Guest shwe79, December 6, 2013
    • 4 replies
    • 1k views
    • 
    • david rigby
    • December 6, 2013

19. DB participant with union & non-union income

    By Cynchbeast, March 18, 2014
    • 4 replies
    • 1.2k views
    • 
    • PJF414
    • October 23, 2014

20. Missing Participants

    By Archimage, December 19, 2003
    • 4 replies
    • 1.6k views
    • 
    • imchipbrown
    • December 19, 2003

21. Key employee who terminates employment

    By Guest DeePA, March 5, 2004
    • 4 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 6, 2004

22. ROBS and Bankruptcy

    By mariemonroe, August 24, 2017
    • 4 replies
    • 2.6k views
    • 
    • mariemonroe
    • August 31, 2017

23. Rollover from qualified plan to qualified plan

    By Guest Sieve, March 19, 2009
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 20, 2009

24. Who has final say on plan assets?

    By AlbanyConsultant, January 25, 2015
    • 4 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • January 26, 2015

25. Design-Based Safe Harbor?

    By lkpittman, June 8, 1999
    • 4 replies
    • 2.5k views
    • 
    • lkpittman
    • June 10, 1999

26. Deferred compensation and eligibility for PS allocation

    By cpc0506, October 28, 2015
    • 4 replies
    • 810 views
    • 
    • jpod
    • November 2, 2015

27. Owner of S-corp

    By Cynchbeast, January 29, 2014
    • 4 replies
    • 1.1k views
    • 
    • Cynchbeast
    • January 30, 2014

28. Correction of pro-rata PS formula

    By Cynchbeast, May 5, 2017
    • 4 replies
    • 595 views
    • 
    • Kevin C
    • May 5, 2017

29. TIN's no longer required?

    By Guest Jim Hunzelman, June 29, 2000
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • June 30, 2000

30. Contribution deposited, now ER doesn't want to allocate

    By Guest Boilerburm, June 30, 2000
    • 4 replies
    • 1.6k views
    • 
    • Larry M
    • July 1, 2000

31. Do I have to continue filing 5500-EZ?

    By Jakyasar, April 14
    • 4 replies
    • 3.7k views
    • 
    • Bruce1
    • April 16

32. Non-union employees excludable?

    By Sully, July 31, 2003
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • August 5, 2003

33. Fidelity Bond

    By thepensionmaven, July 16, 2015
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 17, 2015

34. Terminated Clients and Records

    By Susan S., April 24, 2013
    • 4 replies
    • 2.1k views
    • 
    • chuTzPA
    • May 30, 2014

35. Some Participants Didn't Get Allocation of Profit Sharing Contribution

    By Madison71, October 6, 2017
    • 4 replies
    • 2.3k views
    • 
    • Luke Bailey
    • October 9, 2017

36. Lost participants and sending SPD, SAR, etc...

    By BG5150, December 1, 2021
    • 4 replies
    • 841 views
    • 
    • Peter Gulia
    • December 3, 2021

37. Affiliated Service Group?

    By Guest tom w, September 3, 2009
    • 4 replies
    • 1.9k views
    • 
    • Young Curmudgeon
    • September 17, 2009

38. Is this partial termination?

    By Jakyasar, December 2, 2021
    • 4 replies
    • 780 views
    • 
    • Jakyasar
    • December 2, 2021

39. Multiple Profit Sharing Plans for a Single Person: Problems?

    By Guest reg_h2b, December 4, 2001
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • December 6, 2001

40. Design-based safe harbor and salaried employees

    By Guest mcw, November 23, 2004
    • 4 replies
    • 1.3k views
    • 
    • jquazza
    • November 24, 2004

41. 401(k) for Owner of Union Shop

    By drakecohen, March 19, 2014
    • 4 replies
    • 1.1k views
    • 
    • movedon
    • March 21, 2014

42. State extension for partnership plan

    By Bird, April 11, 2016
    • 4 replies
    • 605 views
    • 
    • Belgarath
    • April 12, 2016

43. OASDI

    By PMC, April 5, 2006
    • 4 replies
    • 1.4k views
    • 
    • PMC
    • April 5, 2006

44. Retirement Asset Allocation

    By leevena, January 11, 2009
    • 4 replies
    • 1k views
    • 
    • Guest
    • February 3, 2009

45. Buyout of PA Owner Mid-Year: Who Gets Deduction Credit

    By Guest DuChamp, November 20, 2012
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • November 20, 2012

46. How to find out if TIN was deactivated

    By BG5150, June 9, 2021
    • 4 replies
    • 2.3k views
    • 
    • WDIK
    • January 6, 2022

47. Eligibility rules following change to covered status

    By AndyH, June 6, 2006
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • June 6, 2006

48. Allocation and Deduction timing

    By Sully, September 7, 2007
    • 4 replies
    • 1.8k views
    • 
    • Santo Gold
    • September 19, 2007

49. Who is the FSO?

    By cpc0506, November 25, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 28, 2009

50. sole prop filing/funding deadline

    By Santo Gold, July 13, 2010
    • 4 replies
    • 1.4k views
    • 
    • movedon
    • July 13, 2010