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Retirement Plans in General

5,824 topics in this forum

  1. Are Rollover Contributions Eligible for an n-plan Roth Rollover?

    By Briandfox,
    • 1 reply
    • 897 views

  2. firing a client for non payment of fees

    By Scuba 401,
    • 5 replies
    • 1.3k views

  3. Plan Language Limiting Alternate Payee's Access to Benefits...

    By Fielding Mellish,   
    • 5 replies
    • 2.1k views

  4. Loans and withdrawals

    By Cynchbeast,
    • 11 replies
    • 1.9k views

  5. Terminated Clients and Records

    By Susan S.,
    • 4 replies
    • 2.3k views

  6. FATCA

    By Belgarath,
    • 1 reply
    • 1.6k views

  7. Boring question on Workmen's Compensation & Employee Status

    By Craig Schiller,
    • 0 replies
    • 801 views

  8. Tying bank services to receipt of qualified plan

    By Guest philc,
    • 11 replies
    • 3.2k views

  9. Opening the Federal Thrift Savings Plan to everyone?

    By Peter Gulia,
    • 12 replies
    • 1.7k views

  10. Question: Trustee, naming of

    By BG5150,
    • 6 replies
    • 1.8k views

  11. Prefund Profit Sharing

    By Rai401k,
    • 3 replies
    • 2k views

  12. Surviving Spouse RMD - HELP

    By Guest jvgatty,
    • 3 replies
    • 1.4k views

  13. Qualified Replacement Plan, allocate earnings?

    By BG5150,
    • 2 replies
    • 2.1k views

  14. Joint Venture Question

    By Guest San Diego Benefits Guy,
    • 4 replies
    • 2.4k views
    • Guest
    • Guest

  15. Successor Trustee

    By Anonymoose,   
    • 5 replies
    • 6.2k views

  16. Indexed Limits and latest CPI factor

    By Tom Poje,
    • 2 replies
    • 987 views

  17. extending tax return after already filing

    By Bri,
    • 9 replies
    • 3.1k views

  18. forfeiture reallocation

    By Lori H,
    • 10 replies
    • 2.8k views
    • Guest
    • Guest

  19. Who is Not an Interested Party Not entitled to Notice?

    By Briandfox,
    • 1 reply
    • 1.4k views
    • KED
    • KED

  20. Contribution in Year when all regular employees left

    By drakecohen,
    • 7 replies
    • 1.2k views

  21. IRS Issues Guidance on Effect of Windsor Decision and Rev. Rul. 2013-17 on Retirement Plans, Including Required Amendments

    By Dave Baker,   
    • 1 reply
    • 1.5k views

  22. Should be an easy eligibility question, but not really

    By Santo Gold,
    • 7 replies
    • 2.3k views

  23. Defined Contribution Pension Plan (Money Purchase Pension Plan)

    By Nassau,
    • 2 replies
    • 1.3k views

  24. Defined Contribution Pension Plan/Money Purchase Pension Plan

    By Nassau,
    • 2 replies
    • 1.8k views

  25. one participant plans and 404a5 and PPA periodic notice

    By cpc0506,
    • 2 replies
    • 1.2k views

  26. BRF testing for deposit made early of an integrated PS contribution

    By jkharvey,
    • 2 replies
    • 1.1k views

  27. Profit Sharing Contribution 2 years late

    By Craig Schiller,
    • 5 replies
    • 3.7k views

  28. Puerto Rico plan - Tax Withholding on ADP Refund

    By buckaroo,
    • 2 replies
    • 1.4k views

  29. 410(b)-6(C) transition period - does it apply?

    By Belgarath,
    • 1 reply
    • 2.4k views

  30. 401(k) for Owner of Union Shop

    By drakecohen,
    • 4 replies
    • 1.3k views

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

    By BG5150,
    • 2 replies
    • 1.3k views

  32. When a rollover isn't a rollover

    By shERPA,
    • 3 replies
    • 1.1k views

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

    By Guest rxvstang,   
    • 2 replies
    • 1.1k views

  34. Timing of Deductible Employer Contribution Deposit

    By Buckoosier,
    • 2 replies
    • 1.1k views

  35. Notification of fees from pooled trust account

    By BG5150,
    • 5 replies
    • 1.7k views

  36. Protection from creditors

    By ombskid,
    • 4 replies
    • 1k views

  37. Contribution exceeds 404 limit

    By Guest malcpa,
    • 3 replies
    • 1.4k views

  38. 410(b) coverage test for DB

    By Cynchbeast,
    • 4 replies
    • 1.8k views

  39. Family Attribution - Terminated Key

    By jmartin,
    • 5 replies
    • 2.2k views

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

    By Floridaattorney,
    • 0 replies
    • 1.1k views

  41. Mandatory Employee Contributions - MPP - opt out?

    By Trekker,
    • 3 replies
    • 1.8k views

  42. 5500 statute of limitations

    By ESOP Guy,
    • 2 replies
    • 3k views

  43. post-severance comp a few years later

    By AlbanyConsultant,
    • 0 replies
    • 923 views

  44. Medicare tax for high earners

    By K2retire,
    • 7 replies
    • 1.6k views

  45. Forgot User Fee/timely filed

    By SadieJane,   
    • 1 reply
    • 1k views

  46. Owner not working but not terminated

    By Cynchbeast,
    • 6 replies
    • 1.2k views

  47. IRS audit

    By Belgarath,
    • 5 replies
    • 1.3k views

  48. Compensation question

    By k man,
    • 0 replies
    • 1.1k views

  49. HCE - attribution

    By John Feldt ERPA CPC QPA,   
    • 2 replies
    • 1.5k views

  50. 414(s) Compensation Test

    By Guest Transeth,
    • 6 replies
    • 4.5k views
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