Retirement Plans in General

5,772 topics in this forum

1. Do I need PTIN to do 5330?

   By BG5150, March 20, 2014
   • 2 replies
   • 1.7k views
   • 
   • Belgarath
   • November 29, 2017

2. 401(k) for Owner of Union Shop

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

3. Start 401(k) same year as SIMPLE IRA?

   By BG5150, March 19, 2014
   • 2 replies
   • 1.1k views
   • 
   • Jim Chad
   • March 19, 2014

4. DB participant with union & non-union income

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

5. When a rollover isn't a rollover

   By shERPA, March 17, 2014
   • 3 replies
   • 968 views
   • 
   • K2retire
   • March 18, 2014

6. Divorced Railroad Spouse - former spouse still works for Railroad

   By Guest rxvstang, March 16, 2014   

   • minor child
   • 2 replies
   • 951 views
   • 
   • My 2 cents
   • March 17, 2014

7. Timing of Deductible Employer Contribution Deposit

   By Buckoosier, March 11, 2014
   • 2 replies
   • 894 views
   • 
   • Buckoosier
   • March 12, 2014

8. Protection from creditors

   By ombskid, March 6, 2014
   • 4 replies
   • 838 views
   • 
   • Lou S.
   • March 6, 2014

9. Notification of fees from pooled trust account

   By BG5150, March 5, 2014
   • 5 replies
   • 1.6k views
   • 
   • Bird
   • March 7, 2014

10. Contribution exceeds 404 limit

    By Guest malcpa, February 28, 2014
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • March 3, 2014

11. 410(b) coverage test for DB

    By Cynchbeast, February 28, 2014
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • February 28, 2014

12. Affiliated Service Group? Regularly peforming services or regularly associated?

    By Floridaattorney, February 26, 2014
    • 0 replies
    • 938 views
    • 
    • Floridaattorney
    • February 26, 2014

13. Mandatory Employee Contributions - MPP - opt out?

    By Trekker, February 26, 2014
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • February 26, 2014

14. post-severance comp a few years later

    By AlbanyConsultant, February 25, 2014
    • 0 replies
    • 825 views
    • 
    • AlbanyConsultant
    • February 25, 2014

15. 5500 statute of limitations

    By ESOP Guy, February 25, 2014
    • 2 replies
    • 2.8k views
    • 
    • Flyboyjohn
    • February 25, 2014

16. Forgot User Fee/timely filed

    By SadieJane, February 21, 2014   

    • determination letters; user f
    • 1 reply
    • 841 views
    • 
    • Kevin C
    • February 21, 2014

17. Owner not working but not terminated

    By Cynchbeast, February 10, 2014
    • 6 replies
    • 1k views
    • 
    • Peter Gulia
    • February 11, 2014

18. IRS audit

    By Belgarath, February 7, 2014
    • 5 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 7, 2014

19. Compensation question

    By k man, February 6, 2014
    • 0 replies
    • 945 views
    • 
    • k man
    • February 6, 2014

20. HCE - attribution

    By John Feldt ERPA CPC QPA, February 5, 2014   

    • step children
    • attribution
    • (and 1 more)

      Tagged with:

      • step children
      • attribution
      • community property
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • February 5, 2014

21. Gateway minimum for terminated participants

    By Cynchbeast, January 31, 2014   

    • gateway
    • 401(k)
    • 1 reply
    • 2.8k views
    • 
    • Lou S.
    • January 31, 2014

22. contribution deduction - off calendar fiscal client

    By pmacduff, January 29, 2014
    • 3 replies
    • 6.9k views
    • 
    • TPApril
    • June 20, 2016

23. Questionable Date of Employment

    By Susan S., January 29, 2014
    • 11 replies
    • 1.4k views
    • 
    • K2retire
    • January 31, 2014

24. Owner of S-corp

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

25. Coverage, ADP testing, etc., when zero compensation

    By Belgarath, January 27, 2014
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 30, 2014

26. Client Does Not Want to Submit Plan for New Det. Letter

    By mal, January 25, 2014   

    • Need Arguments to Persuade
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 27, 2014

27. fiduciary education

    By K2retire, January 24, 2014
    • 1 reply
    • 734 views
    • 
    • QDROphile
    • January 24, 2014

28. Minor kids result in the 80% test being met, but what about 50% test?

    By katieinny, January 21, 2014   

    • Doesnt seem right.
    • 5 replies
    • 965 views
    • 
    • katieinny
    • January 22, 2014

29. 414(s) Compensation Test

    By Guest Transeth, January 21, 2014
    • 6 replies
    • 4.2k views
    • 
    • My 2 cents
    • February 3, 2014

30. Controlled group -- spousal exception would apply except for minor children

    By katieinny, January 20, 2014   

    • Has it been enforced?
    • 4 replies
    • 1.8k views
    • 
    • 12AX7
    • January 21, 2014

31. Prohibited transaction question

    By CassandraS, January 17, 2014   

    • Prohibited transaction
    • construction
    • (and 2 more)

      Tagged with:

      • Prohibited transaction
      • construction
      • self-directed IRAs
      • Management company
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • January 17, 2014

32. Controlled Group/Employee Status

    By TPAVP, January 16, 2014
    • 1 reply
    • 819 views
    • 
    • ETA Consulting LLC
    • January 16, 2014

33. Windsor Decision & Rev. Ruling 2013-17

    By Belgarath, January 16, 2014   

    • Anything new?
    • 6 replies
    • 1.2k views
    • 
    • My 2 cents
    • January 17, 2014

34. Participant loans from Roth, 401(a)(4) testing, and PT issues

    By Belgarath, January 13, 2014
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • January 17, 2014

35. Law firm and accounting firm controlled -- cannot have same plan?

    By SheilaD, January 11, 2014   

    • controlled group
    • lawfirm
    • (and 1 more)

      Tagged with:

      • controlled group
      • lawfirm
      • non-law firm
    • 3 replies
    • 1.6k views
    • 
    • SheilaD
    • January 13, 2014

36. Restate trust agreement when submitting determination letter?

    By benefitsguru, January 7, 2014
    • 1 reply
    • 965 views
    • 
    • My 2 cents
    • January 7, 2014

37. DOMA notices

    By Cynchbeast, December 24, 2013
    • 0 replies
    • 1.1k views
    • 
    • Cynchbeast
    • December 24, 2013

38. DOL Audit efforts

    By Hypothetically, December 16, 2013
    • 2 replies
    • 1.1k views
    • 
    • MoJo
    • December 17, 2013

39. 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

40. Old plan not amended

    By Cynchbeast, December 11, 2013
    • 1 reply
    • 1k views
    • 
    • ESOP Guy
    • December 11, 2013

41. Which retirement plan for Self-Employed

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

42. Timing of Excess DB Assets to a DC plan

    By JButtrick, December 4, 2013   

    • termination
    • escrow
    • (and 1 more)

      Tagged with:

      • termination
      • escrow
      • timing
    • 0 replies
    • 1.5k views
    • 
    • JButtrick
    • December 4, 2013

43. Coverage Testing/Top Heavy Testing

    By Guest cherylb01, December 3, 2013
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • December 3, 2013

44. Prohibited transaction issue with DOL

    By Guest borderline, November 27, 2013
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 27, 2013

45. Have I Missed Second Submission for VS Adopter?????

    By Guest jvgatty, November 20, 2013
    • 1 reply
    • 970 views
    • 
    • Kevin C
    • November 20, 2013

46. Discretionary Profit Sharing Contribution - Resolution

    By MarZDoates, November 20, 2013
    • 6 replies
    • 3.3k views
    • 
    • BG5150
    • November 21, 2013

47. Overlappping Related Employer Groups

    By Gilmore, November 15, 2013
    • 0 replies
    • 1.1k views
    • 
    • Gilmore
    • November 15, 2013

48. Davis Bacon Deduction Issue/Failure

    By bevfair, November 15, 2013
    • 0 replies
    • 836 views
    • 
    • bevfair
    • November 15, 2013

49. Top heavy determination in a MEP - don't run away!

    By AlbanyConsultant, November 8, 2013
    • 0 replies
    • 1k views
    • 
    • AlbanyConsultant
    • November 8, 2013

50. HCE

    By John Feldt ERPA CPC QPA, November 7, 2013   

    • sale of stock
    • HCE determination
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • November 7, 2013