Retirement Plans in General

5,772 topics in this forum

1. Form 5330 filed electronically late with an excise tax due

   By ESOP Guy, December 3, 2025
   • 0 replies
   • 446 views
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   • ESOP Guy
   • December 3, 2025

2. Form 5330 related for DB plans

   By Jakyasar, September 15, 2025
   • 3 replies
   • 3.6k views
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   • thepensionmaven
   • September 24, 2025

3. Form 5330 Signatures

   By Pension RC, October 11, 2017
   • 2 replies
   • 2k views
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   • Bill Presson
   • October 13, 2017

4. Form 5500

   By Guest ak, October 13, 1999
   • 0 replies
   • 1.5k views
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   • Guest
   • October 13, 1999

5. Form 5500 - Valuing Insurance Policies

   By Guest rkaplan, October 6, 1999
   • 4 replies
   • 2k views
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   • Guest
   • October 14, 1999

6. Form 5500 Audit Count - With A Twist

   By RatherBeGolfing, November 21, 2024
   • 4 replies
   • 1.8k views
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   • RatherBeGolfing
   • November 22, 2024

7. Form 5500 Counts - participants w/o balances don't count towards large filer and audit status

   By justanotheradmin, February 23, 2023
   • 7 replies
   • 2.1k views
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   • Paul I
   • March 29, 2023

8. Form 5500 Question 22a, b, & c

   By pbarrett, September 23, 1999
   • 2 replies
   • 1.6k views
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   • Guest
   • September 26, 1999

9. Form 5500, Schedule I, Question 4k

   By Guest taj32z, February 20, 2003
   • 2 replies
   • 1.3k views
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   • Guest
   • February 20, 2003

10. Form 5558

    By SMB, February 19, 2010
    • 1 reply
    • 1.2k views
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    • A Shot in the Dark
    • February 19, 2010

11. Form 5558 question; do they still send out that letter that they inform taxpayers to keep with with their tax records? Form 5558 question; do they st

    By Guest Enda80, August 2, 2009
    • 1 reply
    • 1.7k views
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    • Jim Chad
    • August 3, 2009

12. Form 7004

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

13. Form 712 needed for life insurance in plan?

    By Belgarath, June 27, 2005
    • 3 replies
    • 11.9k views
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    • Ron Snyder
    • July 1, 2005

14. Form 8717

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

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

    By Guest PivotTable, August 7, 2010
    • 0 replies
    • 1.7k views
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    • Guest
    • August 7, 2010

16. Form 8822-B

    By Belgarath, January 10, 2020
    • 9 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 15, 2020

17. Form 8822-B Poll

    By RatherBeGolfing, January 14, 2020   

    • 8822-b
    • 11 replies
    • 5.9k views
    • 
    • Belgarath
    • May 29, 2025

18. Form 8955-SSA

    By Florence, December 29, 2018
    • 6 replies
    • 1.7k views
    • 
    • Larry Starr
    • January 3, 2019

19. Form 8955-SSA

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

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

    By msmith, July 9, 2019
    • 9 replies
    • 2.1k views
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    • Tom Poje
    • July 11, 2019

21. Form 940 and W-2

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

22. Form 990-T

    By Monica Barnard, March 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Monica Barnard
    • March 14, 2007

23. Form SS-4 Tip

    By David MacLennan, October 21, 2004
    • 0 replies
    • 2.5k views
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    • David MacLennan
    • October 21, 2004

24. Form W2

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

25. Former Client adopted plan and left

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

26. Former employee becomes independent contractor for the same company

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

27. Former Employee now 1099

    By MGOAdmin, October 16, 2018   

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

28. Former employees and top-heavy tests

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

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

    By Guest Rosey Langham, November 18, 2011
    • 1 reply
    • 7.1k views
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    • QDROphile
    • November 18, 2011

30. Former employer won't distribute.

    By Guest Mabel, October 27, 2000
    • 1 reply
    • 1.8k views
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    • Kristina
    • October 27, 2000

31. former key due to EGTRRA changes

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

32. Former LTPT vesting credit

    By Belgarath, September 5, 2025
    • 3 replies
    • 3.4k views
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    • Peter Gulia
    • September 5, 2025

33. former owner still in plan

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

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

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

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

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

36. Forms 1099-R and 945

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

37. Forms and Notices for Participants

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

38. Four-tier allocation formula

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

39. Franchise and effects

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

40. franchise retirement plans

    By Guest pdiam, August 28, 1998
    • 2 replies
    • 2.9k views
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    • imchipbrown
    • August 30, 1998

41. Franchised corporation exclusion???

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

42. FREE benefits benchmarking study opportunity

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

43. Free CE credits for ASPPA

    By cpc0506, March 16, 2017
    • 2 replies
    • 3.8k views
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    • Gadgetfreak
    • March 17, 2017

44. FreeERISA.com

    By JanetM, August 20, 2002
    • 2 replies
    • 1.8k views
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    • JanetM
    • August 20, 2002

45. Freeze MPPP

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

46. Freeze/Merger/Termination?

    By chris, September 10, 2004
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 10, 2004

47. Freezing 0% Money Purchase Plan

    By PensionPro, February 18, 2015
    • 8 replies
    • 2.2k views
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    • PensionPro
    • February 18, 2015

48. Freezing a Money Purchase Plan

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

49. Freezing Money Purchase Pension Plan

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

50. Freezing Money Purchase Plan for Self Employed

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