Retirement Plans in General

5,753 topics in this forum

1. 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

2. Gateway minimum for terminated participants

   By Cynchbeast, January 31, 2014   

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

3. contribution deduction - off calendar fiscal client

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

4. Questionable Date of Employment

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

5. Owner of S-corp

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

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

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

7. 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

8. fiduciary education

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

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

   By katieinny, January 21, 2014   

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

10. 414(s) Compensation Test

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

11. 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

12. 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

13. Controlled Group/Employee Status

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

14. Windsor Decision & Rev. Ruling 2013-17

    By Belgarath, January 16, 2014   

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

15. 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

16. 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
    • 1.5k views
    • 
    • SheilaD
    • January 13, 2014

17. Restate trust agreement when submitting determination letter?

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

18. DOMA notices

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

19. DOL Audit efforts

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

20. 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

21. Old plan not amended

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

22. Which retirement plan for Self-Employed

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

23. 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
    • 1.4k views
    • 
    • JButtrick
    • December 4, 2013

24. Coverage Testing/Top Heavy Testing

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

25. Prohibited transaction issue with DOL

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

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

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

27. Discretionary Profit Sharing Contribution - Resolution

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

28. Overlappping Related Employer Groups

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

29. Davis Bacon Deduction Issue/Failure

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

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

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

31. 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

32. Which is correct entry date

    By dmb, November 7, 2013
    • 10 replies
    • 5.3k views
    • 
    • Tom Poje
    • November 8, 2013

33. forfeiture reallocation

    By Lori H, November 4, 2013
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • April 21, 2014

34. 401k provider's loan fee deducted from loan check

    By MJ Hartman, November 1, 2013
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • November 4, 2013

35. Tiered Profit sharing contribution

    By perkinsran, October 31, 2013
    • 9 replies
    • 1.3k views
    • 
    • perkinsran
    • November 1, 2013

36. Plan Trustee deceased

    By Cynchbeast, October 30, 2013
    • 16 replies
    • 4.6k views
    • 
    • david rigby
    • November 6, 2013

37. 2014 Taxable wage base and other limits

    By Tom Poje, October 30, 2013
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • October 31, 2013

38. 410(b) testing when one employee works for both members of controlled group

    By Floridaattorney, October 25, 2013
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 26, 2013

39. Loans and IRS audit

    By Cynchbeast, October 21, 2013
    • 2 replies
    • 1.1k views
    • 
    • shERPA
    • October 21, 2013

40. new plan limits

    By Tom Poje, October 16, 2013
    • 2 replies
    • 875 views
    • 
    • joel
    • October 16, 2013

41. Large plan, no auditor's opinion

    By Cynchbeast, October 10, 2013
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • October 10, 2013

42. Trust Accounting For Life Insurance Policy

    By mming, September 30, 2013
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • September 30, 2013

43. DOMA

    By Cynchbeast, September 25, 2013
    • 5 replies
    • 1.6k views
    • 
    • My 2 cents
    • October 2, 2013

44. Employer Entity Type APDLLC?

    By Susan S., September 24, 2013
    • 2 replies
    • 4.2k views
    • 
    • Lou S.
    • September 24, 2013

45. 2011 Required Amendment

    By Cynchbeast, September 20, 2013
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • September 21, 2013

46. indexed limits (projection)

    By Tom Poje, September 17, 2013
    • 0 replies
    • 730 views
    • 
    • Tom Poje
    • September 17, 2013

47. Foreign Entity wanting a US plan

    By Hojo, September 17, 2013
    • 2 replies
    • 886 views
    • 
    • Hojo
    • September 17, 2013

48. Unrelated Business Income Tax

    By bdeancpa, September 16, 2013   

    • UBTI
    • 4 replies
    • 1.5k views
    • 
    • jpod
    • September 18, 2013

49. Naughty owner

    By Cynchbeast, September 14, 2013
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • September 17, 2013

50. Multiple employers, multiple matches

    By scarabrad, September 12, 2013
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • September 13, 2013