Retirement Plans in General

5,753 topics in this forum

1. Form 7004

   By Egold, September 21, 2023
   • 1 reply
   • 503 views
   • 
   • Dare Johnson
   • September 23, 2023

2. Form 712 needed for life insurance in plan?

   By Belgarath, June 27, 2005
   • 3 replies
   • 11.8k views
   • 
   • Ron Snyder
   • July 1, 2005

3. Form 8717

   By katieinny, April 5, 2010
   • 1 reply
   • 1.3k views
   • 
   • J Simmons
   • April 5, 2010

4. Form 8752, Section 7519; not sure if these directly refer to retirement plans

   By Guest PivotTable, August 7, 2010
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • August 7, 2010

5. Form 8822-B

   By Belgarath, January 10, 2020
   • 9 replies
   • 1.1k views
   • 
   • Mike Preston
   • January 15, 2020

6. Form 8822-B Poll

   By RatherBeGolfing, January 14, 2020   

   • 8822-b
   • 11 replies
   • 5.8k views
   • 
   • Belgarath
   • May 29

7. Form 8955-SSA

   By Florence, December 29, 2018
   • 6 replies
   • 1.6k views
   • 
   • Larry Starr
   • January 3, 2019

8. Form 8955-SSA

   By Belgarath, June 22, 2011
   • 1 reply
   • 1.3k views
   • 
   • mbozek
   • June 24, 2011

9. Form 8955-SSA - When to remove a former participant

   By msmith, July 9, 2019
   • 9 replies
   • 2k views
   • 
   • Tom Poje
   • July 11, 2019

10. Form 940 and W-2

    By Monica Barnard, January 21, 2008
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • January 21, 2008

11. Form 990-T

    By Monica Barnard, March 14, 2007
    • 0 replies
    • 1k views
    • 
    • Monica Barnard
    • March 14, 2007

12. Form SS-4 Tip

    By David MacLennan, October 21, 2004
    • 0 replies
    • 2.4k views
    • 
    • David MacLennan
    • October 21, 2004

13. Form W2

    By Guest tajcc, November 10, 2006
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • November 10, 2006

14. Former Client adopted plan and left

    By John Feldt ERPA CPC QPA, January 28, 2008
    • 4 replies
    • 975 views
    • 
    • david rigby
    • January 29, 2008

15. Former employee becomes independent contractor for the same company

    By katieinny, September 6, 2007
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • September 7, 2007

16. Former Employee now 1099

    By MGOAdmin, October 16, 2018   

    • 1099
    • related
    • 3 replies
    • 806 views
    • 
    • Luke Bailey
    • October 17, 2018

17. Former employees and top-heavy tests

    By Guest Enda80, July 5, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 7, 2008

18. Former Employer Terminated 401K Plan & Mailed me a Check

    By Guest Rosey Langham, November 18, 2011
    • 1 reply
    • 7k views
    • 
    • QDROphile
    • November 18, 2011

19. Former employer won't distribute.

    By Guest Mabel, October 27, 2000
    • 1 reply
    • 1.7k views
    • 
    • Kristina
    • October 27, 2000

20. former key due to EGTRRA changes

    By R. Butler, February 7, 2008
    • 0 replies
    • 1.1k views
    • 
    • R. Butler
    • February 7, 2008

21. Former LTPT vesting credit

    By Belgarath, September 5
    • 3 replies
    • 3k views
    • 
    • Peter Gulia
    • September 5

22. former owner still in plan

    By Santo Gold, May 20, 2019
    • 1 reply
    • 684 views
    • 
    • Lou S.
    • May 20, 2019

23. Former participant sort of never received distributions after attaining NRA

    By Tedterrific, January 11, 2021
    • 8 replies
    • 851 views
    • 
    • Alonzo Church
    • January 14, 2021

24. Former Spouse as Beneficiary of Life Insurance Policy Held by Plan

    By Christine Roberts, March 14, 2002
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • March 20, 2002

25. Forms 1099-R and 945

    By imchipbrown, February 18, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • February 21, 2006

26. Forms and Notices for Participants

    By Pammie57, August 23, 2019
    • 2 replies
    • 800 views
    • 
    • Pammie57
    • August 26, 2019

27. Four-tier allocation formula

    By chris, December 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • December 9, 2002

28. Franchise and effects

    By Guest fusiuser, March 20, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 20, 2000

29. franchise retirement plans

    By Guest pdiam, August 28, 1998
    • 2 replies
    • 2.8k views
    • 
    • imchipbrown
    • August 30, 1998

30. Franchised corporation exclusion???

    By jaemmons, June 19, 2002
    • 0 replies
    • 1.5k views
    • 
    • jaemmons
    • June 19, 2002

31. FREE benefits benchmarking study opportunity

    By Guest Greg Melia, June 12, 2001
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 19, 2001

32. Free CE credits for ASPPA

    By cpc0506, March 16, 2017
    • 2 replies
    • 3.7k views
    • 
    • Gadgetfreak
    • March 17, 2017

33. FreeERISA.com

    By JanetM, August 20, 2002
    • 2 replies
    • 1.7k views
    • 
    • JanetM
    • August 20, 2002

34. Freeze MPPP

    By chris, August 12, 2002
    • 5 replies
    • 1.4k views
    • 
    • jaemmons
    • August 13, 2002

35. Freeze/Merger/Termination?

    By chris, September 10, 2004
    • 4 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • September 10, 2004

36. Freezing 0% Money Purchase Plan

    By PensionPro, February 18, 2015
    • 8 replies
    • 2.1k views
    • 
    • PensionPro
    • February 18, 2015

37. Freezing a Money Purchase Plan

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

38. Freezing Money Purchase Pension Plan

    By chris, July 19, 1999
    • 1 reply
    • 2k views
    • 
    • Dowist
    • July 21, 1999

39. Freezing Money Purchase Plan for Self Employed

    By Guest mo, November 5, 1999
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • January 7, 2000

40. Freezing MPPP

    By chris, September 2, 1999
    • 2 replies
    • 1.7k views
    • 
    • Wessex
    • September 3, 1999

41. Friday the 13th style question

    By Tom Poje, June 13, 2008
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • June 17, 2008

42. Fringe Benefit?

    By KateSmithPA, December 5, 2012
    • 2 replies
    • 1.1k views
    • 
    • KateSmithPA
    • December 5, 2012

43. Fringe benefits

    By K2retire, February 7, 2017   

    • compensation definition
    • excluded compensation
    • 4 replies
    • 4.2k views
    • 
    • ERISADC
    • November 14, 2018

44. From 5300 - Demo 9

    By Guest slt, November 10, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 12, 2001

45. From No U.S. Income to U.S. Income

    By Nate X, February 11, 2016   

    • non resident alien
    • HCE
    • (and 1 more)

      Tagged with:

      • non resident alien
      • HCE
      • no U.S. income
    • 0 replies
    • 764 views
    • 
    • Nate X
    • February 11, 2016

46. Frozen Money Purchase Plan

    By Guest cpaese, July 23, 2001
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • July 23, 2001

47. Frozen Profit Sharing Plan

    By Catch22PGM, October 3, 2022   

    • form 5500
    • frozen plan
    • (and 1 more)

      Tagged with:

      • form 5500
      • frozen plan
      • profit sharing plan
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • October 5, 2022

48. Frozen profit sharing plan - vesting

    By taxllm, October 12, 2015
    • 8 replies
    • 3k views
    • 
    • taxllm
    • October 12, 2015

49. FRS 17 - new UK accounting standard

    By JanetM, May 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • May 9, 2002

50. Full time employment to part-time

    By thepensionmaven, January 21, 2016
    • 3 replies
    • 632 views
    • 
    • Tom Poje
    • January 21, 2016