Retirement Plans in General

5,753 topics in this forum

1. Executives Voluntarily Taking Reduced Contribution

   By jukeboy56, August 5, 2019
   • 4 replies
   • 833 views
   • 
   • Luke Bailey
   • August 6, 2019

2. Exempt Loan Status

   By Oh so SIMPLE, March 2, 2010
   • 1 reply
   • 894 views
   • 
   • rcline46
   • March 2, 2010

3. exemption from auto enroll in a 401k plan

   By Santo Gold, September 1, 2024
   • 5 replies
   • 991 views
   • 
   • Peter Gulia
   • September 4, 2024

4. Existence of Trust Beneficiary

   By DJL, February 25, 2020
   • 3 replies
   • 1.6k views
   • 
   • DJL
   • February 26, 2020

5. existing company joining a MEP... terminating current plan?

   By AlbanyConsultant, August 22, 2024
   • 8 replies
   • 1.8k views
   • 
   • AlbanyConsultant
   • August 27, 2024

6. Existing plan joins a MEP.

   By Belgarath, November 6, 2024
   • 5 replies
   • 2.1k views
   • 
   • RatherBeGolfing
   • November 7, 2024

7. Existing PSP rules and regulations with Sister companies

   By PA.Trenton, September 9, 2016   

   • Keep plan? Terminate? Rules?
   • 2 replies
   • 734 views
   • 
   • ESOP Guy
   • September 9, 2016

8. expected plan limts for next year

   By Tom Poje, October 22, 2014
   • 1 reply
   • 787 views
   • 
   • Tom Poje
   • October 22, 2014

9. Exploiting IRC Subparagraphs 3121(a)(5)(A) and 3306(a)(5)(A)

   By Guest Brian Theismann, June 13, 2010
   • 13 replies
   • 2.1k views
   • 
   • Guest
   • June 27, 2010

10. EXPRO?

    By Guest CABatty, September 27, 2007
    • 1 reply
    • 2.2k views
    • 
    • Peter Gulia
    • September 27, 2007

11. extending tax return after already filing

    By Bri, April 14, 2014
    • 9 replies
    • 2.8k views
    • 
    • Trekker
    • April 22, 2014

12. Extension to 7/15 - Notice 2020-18

    By shERPA, March 21, 2020
    • 10 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 24, 2020

13. Extensions due to Terrorist attacks

    By dmb, September 14, 2001
    • 10 replies
    • 2.2k views
    • 
    • Belgarath
    • September 18, 2001

14. Extra plan for second business?

    By ldr, September 30, 2019   

    • two plans
    • sole proprietor
    • (and 2 more)

      Tagged with:

      • two plans
      • sole proprietor
      • s-corp retirement plan
      • sep
    • 11 replies
    • 1.5k views
    • 
    • Larry Starr
    • October 3, 2019

15. Faculty Early Retirement Plans

    By Guest Albert Lin, February 26, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 26, 1999

16. Failed 410(b) Test

    By mming, June 10, 2000
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • June 12, 2000

17. Failed ACP test

    By Cynchbeast, January 7, 2013
    • 7 replies
    • 2.5k views
    • 
    • Tom Poje
    • January 7, 2013

18. Failed ADP test

    By Cynchbeast, October 23, 2017
    • 11 replies
    • 2.2k views
    • 
    • Tom Poje
    • October 26, 2017

19. Failed coverage

    By Guest EPS2, February 12, 2009
    • 31 replies
    • 5.1k views
    • 
    • BG5150
    • March 16, 2009

20. Failure to Correct Top Heavy - TPA liability

    By Guest mcw, December 13, 2004
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • December 14, 2004

21. Failure to Deposit Profit Sharing Contribution

    By Guest Hartnett123, June 2, 2004
    • 8 replies
    • 4.8k views
    • 
    • AndyH
    • June 18, 2004

22. Failure to file 1099-R

    By Guest Cbanarer, November 24, 1998
    • 2 replies
    • 4k views
    • 
    • Guest
    • November 25, 1998

23. Failure to make discretionary profit sharing contribution for non HCE'

    By Guest tcunagin, March 10, 2000
    • 3 replies
    • 1.8k views
    • 
    • Dave Baker
    • March 13, 2000

24. Failure to Operate in Compliance with Terms of 401(a) Qualified Plan

    By Guest BenefitsAttyDC, May 5, 2010
    • 2 replies
    • 933 views
    • 
    • Guest
    • May 6, 2010

25. Failure to provide SPD and other disclosures

    By Ananda, March 29, 2022
    • 5 replies
    • 1.4k views
    • 
    • Ananda
    • March 30, 2022

26. Failure to satisfy fidelity bond requirements

    By Guest tm3333, September 2, 2011
    • 8 replies
    • 7.7k views
    • 
    • Peter Gulia
    • September 7, 2011

27. Failure to secure 412 Bond

    By mal, January 31, 2003
    • 1 reply
    • 1.7k views
    • 
    • jaemmons
    • February 14, 2003

28. Failure to take required minimum distribution

    By Guest taj32z, September 29, 2003
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • September 29, 2003

29. False identity of participant

    By Guest BJW, October 22, 2002
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • October 23, 2002

30. Family Attribution

    By dan.jock, March 28, 2018
    • 1 reply
    • 730 views
    • 
    • Belgarath
    • March 29, 2018

31. Family Attribution - Terminated Key

    By jmartin, December 19, 2011
    • 5 replies
    • 1.9k views
    • 
    • jmartin
    • February 26, 2014

32. Family Attribution - Controlled Group

    By dottie, November 3, 2017
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 7, 2017

33. Family Attribution - counting service

    By jvajjm750, July 19, 2017
    • 20 replies
    • 1.4k views
    • 
    • david rigby
    • July 26, 2017

34. family attribution & controlled group woes

    By Guest dubya, March 31, 2004
    • 2 replies
    • 1.2k views
    • 
    • Lame Duck
    • March 31, 2004

35. family attribution example

    By k man, July 24, 2000
    • 7 replies
    • 3.5k views
    • 
    • k man
    • July 24, 2000

36. Family attribution father owns 100% of Company and daughters and grand

    By Guest ROB VIDOVICH, February 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 27, 2001

37. Family attribution question

    By Cynchbeast, September 3, 2016
    • 3 replies
    • 948 views
    • 
    • RatherBeGolfing
    • September 4, 2016

38. Family attribution rules and control group

    By TennesseeVeteran, November 12
    • 2 replies
    • 659 views
    • 
    • TennesseeVeteran
    • November 13

39. family limited partnerships

    By Guest lskin, December 7, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 7, 2005

40. Family member mortgage

    By ombskid, February 4, 2008
    • 2 replies
    • 1.1k views
    • 
    • ombskid
    • February 5, 2008

41. FAS 112

    By Effen, February 2, 2011
    • 0 replies
    • 2k views
    • 
    • Effen
    • February 2, 2011

42. FAS 157

    By J2D2, February 19, 2008
    • 2 replies
    • 5.2k views
    • 
    • J2D2
    • February 20, 2008

43. FAS106 & Stop Loss Premiums

    By Guest EBW, May 16, 2003
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • May 17, 2003

44. FAS87 Discount Rate for 12/31/06 ?

    By tuni88, January 19, 2007
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 19, 2007

45. FATCA

    By Belgarath, May 22, 2014
    • 1 reply
    • 1.5k views
    • 
    • Peter Gulia
    • May 22, 2014

46. father and childern ownership

    By abanky, July 7, 2008
    • 9 replies
    • 2.2k views
    • 
    • abanky
    • July 7, 2008

47. Father moving in repairs... 10% early dist penalty

    By Basically, February 17
    • 6 replies
    • 2.2k views
    • 
    • Peter Gulia
    • February 19

48. Faulty plan or adoption agreement language where "nobody got hurt"

    By Guest Enda80, January 24, 2009
    • 1 reply
    • 791 views
    • 
    • Guest
    • January 24, 2009

49. Federal EIN for sole prop

    By rcline46, December 20, 2006
    • 7 replies
    • 1.6k views
    • 
    • Belgarath
    • December 21, 2006

50. Federal Withholding

    By Guest THess, April 22, 2004
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • April 23, 2004