Retirement Plans in General

5,753 topics in this forum

1. Change Top Heavy from all to Non Key only during RAP?

   By SRM, April 26, 2002
   • 3 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • April 26, 2002

2. excluding classes of employees

   By Santo Gold, September 15, 2006
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • September 15, 2006

3. Loans in Keogh Plans

   By Guest Denise Prince, August 20, 1999
   • 3 replies
   • 2.6k views
   • 
   • Dave Baker
   • August 25, 1999

4. Memory check - rate group testing

   By Belgarath, June 16, 2016
   • 3 replies
   • 1.7k views
   • 
   • Belgarath
   • June 16, 2016

5. Which governmental activities stop (or continue) during a U.S. Government shutdown?

   By Peter Gulia, December 12, 2018
   • 3 replies
   • 1k views
   • 
   • Peter Gulia
   • December 21, 2018

6. VCP Filing for missing GUST deadline

   By Guest dyoder, February 24, 2004
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • February 25, 2004

7. Need earnings calculation worksheet

   By BG5150, January 8, 2016
   • 3 replies
   • 869 views
   • 
   • Bird
   • February 3, 2016

8. eligibility - 2 year wait

   By Chippy, August 18, 2016
   • 3 replies
   • 2.6k views
   • 
   • Chippy
   • August 22, 2016

9. When an unincorporated partner becomes a W-2 employee mid-year

   By Belgarath, April 9, 2024
   • 3 replies
   • 948 views
   • 
   • Belgarath
   • April 9, 2024

10. 5.7 and full TWB deemed to pass?

    By betheeg, January 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • betheeg
    • January 10, 2003

11. Late Profit Sharing Contributions

    By Guest lerieleech, November 4, 2006
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 5, 2006

12. 2 plan year deduction in one tax year - revisited + DC plan

    By Jakyasar, August 19, 2021
    • 3 replies
    • 877 views
    • 
    • Jakyasar
    • August 19, 2021

13. Special participation date

    By Cynchbeast, April 20, 2016
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • April 20, 2016

14. grandfathering in insurance policy?

    By AlbanyConsultant, April 10, 2024
    • 3 replies
    • 763 views
    • 
    • Bill Presson
    • April 10, 2024

15. Leased Employees/Plan Design

    By Cathy from Chicago, August 6, 2002
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • August 6, 2002

16. Freezing a Money Purchase Plan

    By Guest taj32z, December 4, 2002
    • 3 replies
    • 2.2k views
    • 
    • actuarysmith
    • December 6, 2002

17. Existence of Trust Beneficiary

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

18. schedule I

    By Guest lip, November 25, 2008
    • 3 replies
    • 994 views
    • 
    • Bird
    • November 25, 2008

19. How to locate copies of prior 5500EZ Forms

    By SDS, October 19, 2018
    • 3 replies
    • 1.4k views
    • 
    • PensionPro
    • October 22, 2018

20. NRA at age 65 and 5th anniv short plan year

    By ESOP Guy, September 20, 2019
    • 3 replies
    • 1.2k views
    • 
    • NJ Mike
    • September 23, 2019

21. Inherited IRA to a non-spouse who wants to rollover into a Roth IRA

    By Jakyasar, February 25
    • 3 replies
    • 2.8k views
    • 
    • Bruce1
    • March 7

22. Brother-Sister Controlled Group

    By Guest Enda80, January 20, 2008
    • 3 replies
    • 3.9k views
    • 
    • Jim Chad
    • April 3, 2008

23. SH 4% switching to 3%

    By Jakyasar, November 11, 2020
    • 3 replies
    • 584 views
    • 
    • JackS
    • November 11, 2020

24. Age Weighted Profit Sharing Plans

    By Guest MNJudy, October 27, 1998
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • October 29, 1998

25. Company that includes Union Employees

    By Guest DIGMYDOG, May 13, 2003
    • 3 replies
    • 987 views
    • 
    • Mike Preston
    • May 15, 2003

26. Merry Christmas and Happy Holidays to all.

    By jevd, December 24, 2003
    • 3 replies
    • 1.1k views
    • 
    • joel
    • December 24, 2003

27. bankruptsy abuse prevention and consumer protection act

    By Guest lskin, April 28, 2005
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • April 29, 2005

28. State income taxes on retirement plan participants due to amending the

    By Dave Baker, December 7, 2001
    • 3 replies
    • 2.1k views
    • 
    • Erik Read
    • December 10, 2001

29. DB and SEP for S-corp

    By Nouri, December 15, 2016
    • 3 replies
    • 737 views
    • 
    • Lou S.
    • December 15, 2016

30. RMD mandatory pre- or post- rollover?

    By Guest jbergstrom, August 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 9, 2011

31. plan correction and 5500 - HELP!

    By Chippy, June 13, 2013
    • 3 replies
    • 849 views
    • 
    • Chippy
    • June 13, 2013

32. IRS Quality Assurance Bulletin 2006-3, Part-Time Employees Revisited

    By Everett Moreland, February 16, 2006
    • 3 replies
    • 5.1k views
    • 
    • BG5150
    • July 16, 2019

33. 1099 for QDRO

    By thepensionmaven, February 6, 2017   

    • qdro
    • 3 replies
    • 2.2k views
    • 
    • CMarkB
    • February 6, 2017

34. Must a 5307 list all commonly-controlled employers?

    By Peter Gulia, April 28, 2010
    • 3 replies
    • 936 views
    • 
    • QDROphile
    • April 28, 2010

35. Non-U.S. Citizens As Plan Trustees?

    By mming, October 26, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • November 5, 2000

36. Determination Letter Filings

    By jkharvey, July 16, 2001
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • July 20, 2001

37. Laymen Terms – Exclusion of Elective Deferrals From Deduction Limit

    By Guest JimJ, August 3, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 8, 2001

38. HCE and/or ownership determination

    By pmacduff, January 18, 2023
    • 3 replies
    • 1.6k views
    • 
    • FPGuy
    • January 19, 2023

39. Maximum EE contributions

    By Guest Charlie, September 13, 2001
    • 3 replies
    • 1.4k views
    • 
    • actuarysmith
    • September 13, 2001

40. Rolling over IRA to Plan to avoid RMDs

    By Dougsbpc, February 17, 2024
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 25, 2024

41. Missing 1099-R

    By thepensionmaven, June 11, 2024
    • 3 replies
    • 1.1k views
    • 
    • thepensionmaven
    • June 12, 2024

42. Plan integration .... 2.7% vs 2.4%

    By Guest Moe Howard2, October 13, 2004
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • October 13, 2004

43. When does profit sharing accrue

    By R. Butler, June 11, 2024
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • June 12, 2024

44. S Corporation Advantages

    By Guest wjr, March 19, 2003
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 20, 2003

45. Survey: Are You Submitting Volume Submitter Plans to IRS?

    By Lynn Campbell, November 18, 2003
    • 3 replies
    • 1.1k views
    • 
    • rcline46
    • November 18, 2003

46. Termination of Profit Sharing Plan

    By Guest JSinbad, October 20, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 9, 1998

47. Transfer of Life Insurance into Plan

    By Guest, September 14, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 15, 1999

48. Top Heavy determination

    By Guest LoloV, June 4, 2003
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • June 10, 2003

49. Another Controlled Group Question

    By Guest San Diego Benefits Guy, January 31, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 31, 2007

50. Merging money purchase plans into 401(k) or profit-sharing plans

    By Guest Enda80, April 19, 2008
    • 3 replies
    • 6.2k views
    • 
    • K2retire
    • February 8, 2012