Retirement Plans in General

5,753 topics in this forum

1. Compliance testing flow chart

   By Mleech, February 14
   • 4 replies
   • 2.2k views
   • 
   • ShanAlicia
   • February 17

2. Can anyone recommend a good investment company/TPA alliance program av

   By R. Butler, March 20, 2001
   • 4 replies
   • 1.7k views
   • 
   • Bill Berke
   • March 23, 2001

3. Foreign language SPD requirement

   By Belgarath, March 23, 2004
   • 4 replies
   • 1.6k views
   • 
   • dmb
   • March 23, 2004

4. must a plan meet qualification requirements every year?

   By bamma, March 17, 2008
   • 4 replies
   • 1.1k views
   • 
   • Tom Poje
   • March 18, 2008

5. Order of disqualification

   By rcline46, May 17, 2011
   • 4 replies
   • 1.2k views
   • 
   • rcline46
   • May 18, 2011

6. Affiliated Service Group

   By JAY21, June 6, 2006
   • 4 replies
   • 1.4k views
   • 
   • Kirk Maldonado
   • June 16, 2006

7. Corporation Versus Partnership Ownership

   By ETA Consulting LLC, October 9, 2017
   • 4 replies
   • 717 views
   • 
   • RatherBeGolfing
   • October 10, 2017

8. Union Related Entity

   By Guest RS Vatalaro, July 13, 1999
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • July 14, 1999

9. 3 Small Businesses

   By Basically, October 6, 2021
   • 4 replies
   • 606 views
   • 
   • Belgarath
   • October 8, 2021

10. Must SSNs be removed from statements?

    By John A, October 24, 2001
    • 4 replies
    • 1.7k views
    • 
    • stephen
    • July 4, 2004

11. Taxable Wage Base

    By Tom Poje, October 23, 2002
    • 4 replies
    • 1.7k views
    • 
    • MGB
    • October 25, 2002

12. Wants to Split W-2 Incom to get a part as 1099

    By katieinny, March 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • katieinny
    • March 10, 2006

13. MPP Question

    By MBCarey, August 6, 2008
    • 4 replies
    • 1.5k views
    • 
    • Medusa
    • August 6, 2008

14. "First Day/Last Day Requirement"

    By Guest Willy, August 1, 2011
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • August 1, 2011

15. Mortgage in 1 person plan

    By DDB BN, September 12, 2019
    • 4 replies
    • 975 views
    • 
    • FPGuy
    • September 16, 2019

16. RMD tranfer into Charity

    By Jakyasar, February 18, 2020
    • 4 replies
    • 859 views
    • 
    • Jakyasar
    • February 21, 2020

17. GUST - Amend or Restate?

    By Guest Clark, June 29, 1999
    • 4 replies
    • 1.5k views
    • 
    • chris
    • July 16, 1999

18. New firm, same ee's as old firm - controlled group issue?

    By TPApril, December 5, 2021
    • 4 replies
    • 1.1k views
    • 
    • TPApril
    • December 6, 2021

19. Corporate resolution dating

    By Belgarath, September 1, 2022
    • 4 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 7, 2022

20. Software suggestions for self-employed/partnership calculations

    By Guest duh, October 1, 2003
    • 4 replies
    • 2.6k views
    • 
    • Archimage
    • October 2, 2003

21. Which code section and/or treasury regulation calls for a definitely determinable allocation; which section calls for a complete plan document?

    By Guest Enda80, February 28, 2009
    • 4 replies
    • 971 views
    • 
    • GBurns
    • March 1, 2009

22. Standardized Plans - Last Day of Plan Year Rule

    By KateSmithPA, June 20, 2001
    • 4 replies
    • 2.2k views
    • 
    • Medusa
    • June 23, 2001

23. Prohibited Transaction - Interplay of Tier One Tax and Tier 2 Tax

    By Guest Edward McElroy, October 25, 2005
    • 4 replies
    • 1.7k views
    • 
    • saabraa
    • October 27, 2005

24. Still a Non-ERISA plan?

    By J Simmons, November 21, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 2008

25. Need for Money Purchase Pension Plans

    By Guest jhannifan, August 1, 2001
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • August 1, 2001

26. Strat-SD -- What is this?

    By Archimage, October 11, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • October 11, 2004

27. Designating a Beneficiary

    By Guest pepe100, July 18, 2005
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • July 18, 2005

28. Taxable Employer-Provided Vehicle & 3401(a) Compensation

    By EBECatty, October 6, 2023
    • 3 replies
    • 1.7k views
    • 
    • EBECatty
    • October 6, 2023

29. Can plan pay for fidelity bond?

    By Guest Doug Johnston, August 22, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • August 24, 2001

30. Tips, Overtime Pay and Payroll for 2025

    By Paul I, August 15
    • 3 replies
    • 2.1k views
    • 
    • Lois Baker
    • August 18

31. Affiliated Service Group

    By Madison71, December 9, 2016
    • 3 replies
    • 837 views
    • 
    • K2retire
    • December 14, 2016

32. QDRO early distribution penalty

    By Guest zimmer, July 26, 1999
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • July 27, 1999

33. 401(a)(9) ownership change after year of 70 1/2

    By JJRetirement, December 12, 2013   

    • 401(a)(9)
    • 5% owner
    • (and 1 more)

      Tagged with:

      • 401(a)(9)
      • 5% owner
      • required minimum distribution
    • 3 replies
    • 1.7k views
    • 
    • JJRetirement
    • December 12, 2013

34. Rate group testing

    By Belgarath, December 5, 2017
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • December 5, 2017

35. W-2 income paid to estate of deceased participant

    By Belgarath, December 6, 2018
    • 3 replies
    • 689 views
    • 
    • Belgarath
    • December 6, 2018

36. Anti-Cutback Rule re: plan with last day requirement

    By Spencer, July 27, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 28, 1999

37. Safe Harbor Plans

    By FJR, February 16, 2005
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 16, 2005

38. Effective date for respective provisions of TRA '86? Not the execution date, the effective date, as execution date and effective date remain different

    By Guest Enda80, October 28, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • October 30, 2008

39. Prohibited Transaction

    By Fielding Mellish, April 27, 2011
    • 3 replies
    • 1.1k views
    • 
    • Ron Snyder
    • May 2, 2011

40. What is best retirement plan option for someone who has a small busine

    By Guest MapleONE, August 5, 2002
    • 3 replies
    • 2k views
    • 
    • mbozek
    • August 6, 2002

41. 7.5% Gateway with SEP

    By Gary Lesser, February 5, 2004
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 24, 2004

42. Mechanics of CARES loans

    By Cynchbeast, September 11, 2020
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • September 14, 2020

43. New Holding Company to Become Plan Sponsor of Multiple Company Plans

    By 401kSteve, December 11, 2023
    • 3 replies
    • 913 views
    • 
    • 401kSteve
    • December 11, 2023

44. Split 401k to avoid audit retro to first day

    By B21, May 10, 2018
    • 3 replies
    • 767 views
    • 
    • B21
    • May 11, 2018

45. Former Employee now 1099

    By MGOAdmin, October 16, 2018   

    • 1099
    • related
    • 3 replies
    • 806 views
    • 
    • Luke Bailey
    • October 17, 2018

46. Statutory Employee - exclude from the 401k plan?

    By Santo Gold, April 4, 2024
    • 3 replies
    • 649 views
    • 
    • Santo Gold
    • April 4, 2024

47. Once a 5% owner, always a 5% owner?

    By Guest Kathleen Fouquet, October 25, 2001
    • 3 replies
    • 1.7k views
    • 
    • R. Butler
    • October 25, 2001

48. Sign-Off for Completed Testing

    By buckaroo, August 7, 2008
    • 3 replies
    • 986 views
    • 
    • Tom Poje
    • August 8, 2008

49. 401(a)(4)

    By thepensionmaven, February 6, 2009
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 9, 2009

50. Qualified Domestic Relations Order

    By Stacy Woods, November 14, 2022
    • 3 replies
    • 647 views
    • 
    • hr for me
    • November 14, 2022