Retirement Plans in General

5,772 topics in this forum

1. Foreign owned company wants to recognize service with the parent

   By BG5150, September 6, 2019
   • 4 replies
   • 2k views
   • 
   • casey72
   • April 17, 2024

2. Foreign Owned Controlled Group

   By Below Ground, January 14, 2016   

   • Surprising new data.
   • 5 replies
   • 759 views
   • 
   • My 2 cents
   • January 15, 2016

3. Foreign real property allowable in 1-person plan?

   By David MacLennan, August 10, 2001
   • 0 replies
   • 1.4k views
   • 
   • David MacLennan
   • August 10, 2001

4. Foreigner working in US

   By Bird, January 12, 2012
   • 1 reply
   • 1.2k views
   • 
   • masteff
   • January 12, 2012

5. Forfeiture Accounts

   By Guest Iwonder, December 17, 2007
   • 5 replies
   • 3.1k views
   • 
   • Bill Presson
   • March 9, 2009

6. Forfeiture accounts in MEPs

   By BG5150, October 27, 2022
   • 7 replies
   • 1.1k views
   • 
   • rocknrolls2
   • October 28, 2022

7. Forfeiture Allocation

   By Guest perplexedbypensions, October 5, 2006
   • 1 reply
   • 1.4k views
   • 
   • Effen
   • October 5, 2006

8. forfeiture allocations

   By Guest csals, May 3, 2010
   • 7 replies
   • 1.4k views
   • 
   • BG5150
   • May 4, 2010

9. Forfeiture allocations to former employees

   By davef, August 10, 1999
   • 4 replies
   • 1.9k views
   • 
   • AndyH
   • December 28, 2000

10. Forfeiture contributions used to reduce contribution. HELP!

    By Guest EPS, June 15, 2002
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • June 18, 2002

11. Forfeiture of account balance of missing participant

    By Guest Sieve, July 9, 2008
    • 11 replies
    • 6.7k views
    • 
    • AKowalski
    • December 13, 2018

12. Forfeiture Prior to Extinguishing Distribution of Account Balance or Accrued Benefit and Prior to Five Consecutive Breaks in Service or Periods of Severance

    By Kent Allard, June 27, 2024   

    • forfeiture
    • vesting
    • (and 6 more)

      Tagged with:

      • forfeiture
      • vesting
      • breaks in service
      • periods of severance
      • accrued benefit
      • account balance
      • plan year
      • vesting period
    • 1 reply
    • 617 views
    • 
    • Peter Gulia
    • June 28, 2024

13. Forfeiture problem

    By Guest LoloV, July 29, 2004
    • 5 replies
    • 1.6k views
    • 
    • WDIK
    • July 30, 2004

14. Forfeiture reallocation

    By Guest Jodi S., June 23, 2010
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 24, 2010

15. forfeiture reallocation

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

16. Forfeiture Reallocation

    By Chippy, October 21, 2014
    • 5 replies
    • 1.8k views
    • 
    • Chippy
    • October 21, 2014

17. forfeiture reallocations

    By pmacduff, June 8, 2017
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • July 17, 2017

18. Forfeiture Restoration

    By Brenda Wren, June 20, 2000
    • 3 replies
    • 2.5k views
    • 
    • Richard Anderson
    • June 29, 2000

19. Forfeitures

    By Guest LCJ12, December 24, 2008
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • December 24, 2008

20. Forfeitures

    By Belgarath, April 22, 2020
    • 5 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 22, 2020

21. Forfeitures

    By ALBailey, May 25, 2007
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • May 25, 2007

22. Forfeitures

    By Guest ENT, November 17, 2012
    • 1 reply
    • 886 views
    • 
    • ESOP Guy
    • November 19, 2012

23. Forfeitures - timing?

    By Chippy, April 13, 2018
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • April 13, 2018

24. Forfeitures - Profit Sharing Plan

    By Guest cease, April 2, 2004
    • 8 replies
    • 5.5k views
    • 
    • Guest
    • November 8, 2006

25. Forfeitures and money-purchase pension plan contributions

    By Guest sampat, February 9, 2001
    • 1 reply
    • 2.7k views
    • 
    • wmyer
    • February 9, 2001

26. Forfeitures and plan termination

    By Cynchbeast, May 12, 2017
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • May 26, 2017

27. Forfeitures cause excess 415 limit?

    By Guest RICHEZ, June 4, 1999
    • 1 reply
    • 1.4k views
    • 
    • Larry M
    • June 5, 1999

28. Forfeitures held in suspense

    By Guest SPOT, May 14, 2002
    • 7 replies
    • 5.1k views
    • 
    • mbozek
    • May 17, 2002

29. Forfeitures in 403(b) and DC in general

    By Belgarath, September 4, 2014
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • September 5, 2014

30. Forfeitures Used to Pay Administrative Expenses

    By Guest Edward McElroy, November 23, 1998
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • November 23, 1998

31. Forfeitures/re-hired employee

    By Lynn Campbell, December 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 12, 2001

32. forgot to make profit sharing deposit

    By AlbanyConsultant, June 17, 2020
    • 3 replies
    • 1.5k views
    • 
    • Bill Presson
    • June 18, 2020

33. Forgot User Fee/timely filed

    By SadieJane, February 21, 2014   

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

34. Form 1040 Sch F - 100% Earned Income?

    By David MacLennan, December 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • December 18, 2002

35. Form 1065, Schedule K-1

    By Belgarath, June 8, 2005
    • 7 replies
    • 15.7k views
    • 
    • BeckyMiller
    • June 29, 2005

36. Form 1099-R: Distribution to a minor

    By Lori Friedman, January 16, 2006
    • 1 reply
    • 2.5k views
    • 
    • JanetM
    • January 16, 2006

37. Form 1120-S Schedule K-1

    By coleboy, February 25, 2020
    • 13 replies
    • 2.5k views
    • 
    • Larry Starr
    • March 23, 2020

38. Form 2848

    By Guest At Peace, December 23, 2003
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • December 24, 2003

39. Form 2848

    By nancy, October 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • nancy
    • October 27, 2006

40. Form 2848 - IRS rep asking for practitioner's SSN

    By katiejoseph, January 8, 2018
    • 12 replies
    • 5.7k views
    • 
    • pmacduff
    • January 10, 2018

41. Form 5300 Demos

    By Guest bobolink, January 20, 2010
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2010

42. Form 5300 for Multiple Employer Plan

    By Guest wendycatherine, August 27, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 26, 2002

43. Form 5308

    By cpc0506, July 13, 2017
    • 2 replies
    • 643 views
    • 
    • cpc0506
    • July 13, 2017

44. Form 5310 - Electronic Filing

    By Michelle Mianecki, July 7, 2021
    • 0 replies
    • 612 views
    • 
    • Michelle Mianecki
    • July 7, 2021

45. Form 5330

    By Guest SPOT, May 22, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 22, 2002

46. Form 5330

    By Guest pension gofer, July 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • July 7, 2008

47. Form 5330

    By benpat3, October 23, 2008
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • October 27, 2008

48. Form 5330 - Electronic Filing (revisited)

    By Lauren0507, March 15, 2024
    • 9 replies
    • 4.9k views
    • 
    • SundanceKid
    • April 24, 2024

49. Form 5330 - Notice CP-220

    By ERISAAPPLE, April 11, 2018
    • 0 replies
    • 741 views
    • 
    • ERISAAPPLE
    • April 11, 2018

50. Form 5330 - paper filings allowed for 2023

    By justanotheradmin, July 16, 2024
    • 1 reply
    • 772 views
    • 
    • casey72
    • July 16, 2024