Retirement Plans in General

5,751 topics in this forum

1. What is the most efficent way to withhold Federal taxes and remit the withholding to the gov't?

   By RayJJohnsonJr, June 2, 2022
   • 15 replies
   • 1.5k views
   • 
   • RayJJohnsonJr
   • June 29, 2022

2. Is it imperative to have a TRUST EIN?

   By Lori H, January 6, 2009
   • 15 replies
   • 22.2k views
   • 
   • jquazza
   • September 17, 2009

3. Amendment To Add Last Day Requirement

   By mming, September 20, 2021
   • 15 replies
   • 1.8k views
   • 
   • chc93
   • September 24, 2021

4. Controlled group

   By Belgarath, July 22, 2016
   • 15 replies
   • 3.6k views
   • 
   • Bill Presson
   • October 27, 2017

5. Transaction between plans of same employer

   By Earl, April 25, 2017
   • 15 replies
   • 1.2k views
   • 
   • jpod
   • April 27, 2017

6. Prohibited Transaction?

   By chris, December 13, 2011
   • 15 replies
   • 2.4k views
   • 
   • chris
   • January 6, 2012

7. Retired participant returning to work

   By Guest Jill B, May 14, 2010
   • 15 replies
   • 1.6k views
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   • Guest
   • May 18, 2010

8. Anyone Know When President Signing Consolidated Appropriations Act, 2023 (including SECURE 2.0)?

   By rocknrolls2, December 27, 2022
   • 15 replies
   • 1.5k views
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   • RatherBeGolfing
   • December 30, 2022

9. Prohibited Transaction

   By Belgarath, July 31, 2008
   • 15 replies
   • 2.9k views
   • 
   • Belgarath
   • August 6, 2008

10. Plan Loans - amid COVID-19

    By msmith, March 26, 2020
    • 15 replies
    • 1.7k views
    • 
    • Kansas401k
    • April 1, 2020

11. Employer requiring employee to reimburse Safe Harbor payment

    By Curious Employee, May 6, 2020   

    • safe harbor
    • employee benefit
    • 15 replies
    • 2.3k views
    • 
    • Curious Employee
    • May 8, 2020

12. Participant in more than one plan issues...

    By chris, October 22, 2003
    • 15 replies
    • 3.4k views
    • 
    • david rigby
    • October 25, 2003

13. 2026 COLA Projection of Dollar Limits

    By John Feldt ERPA CPC QPA, August 12
    • 15 replies
    • 3.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 24

14. How Do You Exclude Employees from Participation?

    By Guest PensionNW, February 25, 2003
    • 15 replies
    • 6.2k views
    • 
    • AndyH
    • February 28, 2003

15. time frame for filing suit

    By eilano, April 24, 2002
    • 15 replies
    • 2.9k views
    • 
    • pjkoehler
    • April 26, 2002

16. Self employed - IRA transfers funds to plan for employer contribution

    By Belgarath, March 20, 2018
    • 14 replies
    • 734 views
    • 
    • Larry Starr
    • March 21, 2018

17. Loans for Hardship

    By msmith, January 31, 2017
    • 14 replies
    • 1k views
    • 
    • msmith
    • February 3, 2017

18. Top Heavy Plan & Eligible Compensation

    By Guest LWilson, August 27, 2002
    • 14 replies
    • 2.3k views
    • 
    • Mike Preston
    • August 28, 2002

19. Vesting Schedule Amendment

    By msmith, October 10, 2014
    • 14 replies
    • 5.7k views
    • 
    • Tom Poje
    • October 14, 2014

20. Integrated top-heavy plan, 1,000 hour/last day employment requirement, 401(a)(4); multiple formula situation because it's top-heavy?

    By R. Butler, October 2, 2003
    • 14 replies
    • 3.2k views
    • 
    • Mike Preston
    • October 13, 2012

21. Employment on last day requirement-what if the business closes in the winter?

    By Guest Enda80, March 3, 2009
    • 14 replies
    • 1.4k views
    • 
    • Guest
    • March 5, 2009

22. Deductibility of contributions for S-Corp

    By Guest TracyAndrews, April 5, 2002
    • 14 replies
    • 9.8k views
    • 
    • Guest
    • April 12, 2002

23. Partnerships are evil

    By mphs77, August 12, 2008
    • 14 replies
    • 2.2k views
    • 
    • masteff
    • August 14, 2008

24. Trust income received after plan termination

    By imchipbrown, May 6
    • 14 replies
    • 4k views
    • 
    • Peter Gulia
    • May 9

25. Do we have to keep track of MP and PS assets separately when MP merges into PS? Even if PS plan specs are identical to MP plan specs?

    By Guest DIGMYDOG, September 23, 2004
    • 14 replies
    • 1.7k views
    • 
    • E as in ERISA
    • September 27, 2004

26. Taking a life insurance policy as a Distribution

    By KateSmithPA, October 9, 2001
    • 14 replies
    • 3.2k views
    • 
    • Guest
    • October 10, 2001

27. Can a Prepaid PSP cont be deducted when deposited?

    By Moe Howard, February 26, 2008
    • 14 replies
    • 2.4k views
    • 
    • Mike Preston
    • February 26, 2008

28. Do I really have to formally terminate Solo-K?

    By BG5150, July 28, 2020
    • 14 replies
    • 2.3k views
    • 
    • Kevin C
    • August 6, 2020

29. Rehire of employee who elected out of plan

    By Guest Peggy806, May 31, 2011
    • 14 replies
    • 4.3k views
    • 
    • Belgarath
    • June 3, 2011

30. ADP - the company not the test...but the test too...

    By Bird, November 2, 2016
    • 14 replies
    • 1.6k views
    • 
    • Bird
    • November 16, 2016

31. Reporting 402(g) Excess of Designated Roth Deferrals After April 15

    By KaJay, May 15
    • 14 replies
    • 4k views
    • 
    • KaJay
    • May 22

32. S corporation income issues

    By Gary, November 19, 2002
    • 14 replies
    • 7.9k views
    • 
    • Bill Presson
    • July 19, 2009

33. Business dissolving

    By Belgarath, November 4, 2016
    • 14 replies
    • 1.6k views
    • 
    • K2retire
    • November 14, 2016

34. and the limits should be...

    By Tom Poje, October 19, 2011
    • 14 replies
    • 2.5k views
    • 
    • Tom Poje
    • November 8, 2011

35. Does a participant/decedent’s creditor go after her retirement plan account?

    By Peter Gulia, May 9, 2022
    • 14 replies
    • 3.6k views
    • 
    • Nate S
    • May 13, 2022

36. Trust Identification Numbers

    By puzzledbypensions, May 9, 2016   

    • TIN
    • 14 replies
    • 4.1k views
    • 
    • Mike Preston
    • July 26, 2016

37. EIN for Adopting Employer

    By Guest Roman, December 5, 2004
    • 14 replies
    • 1.4k views
    • 
    • GBurns
    • December 7, 2004

38. CIT & Excessive fees

    By mctoe, November 25, 2019
    • 14 replies
    • 1.5k views
    • 
    • Bird
    • December 3, 2019

39. deduction vs 5330 - PS plan

    By Jakyasar, October 6, 2020
    • 14 replies
    • 1.1k views
    • 
    • Jakyasar
    • October 7, 2020

40. Controlled Groups issues

    By Guest DazedAndConfused, June 26, 2007
    • 14 replies
    • 2.2k views
    • 
    • Jim Chad
    • June 28, 2007

41. Valuation Date for Quarterly Benefit Statements

    By J Simmons, February 9, 2007
    • 14 replies
    • 3.5k views
    • 
    • Guest
    • April 19, 2012

42. IRS Audit at the TPA's office

    By mwyatt, July 29, 2009
    • 14 replies
    • 2.5k views
    • 
    • TPApril
    • November 30, 2016

43. Excluding employees

    By Guest BruceC, January 3, 2009
    • 14 replies
    • 2.9k views
    • 
    • Jim Chad
    • February 4, 2009

44. Severance comp vs post-severance comp

    By Gilmore, September 23, 2014
    • 14 replies
    • 6.3k views
    • 
    • QDROphile
    • September 27, 2014

45. Independent contractor or not

    By Jakyasar, January 22, 2024
    • 14 replies
    • 1.8k views
    • 
    • Jakyasar
    • January 24, 2024

46. Average Benefits Test to pass coverage

    By BG5150, January 16, 2017
    • 14 replies
    • 1.9k views
    • 
    • Bird
    • January 18, 2017

47. Who to contact when IRS site is wrong?

    By BG5150, November 16, 2021
    • 14 replies
    • 1.6k views
    • 
    • BG5150
    • November 18, 2021

48. ROBS

    By jpod, August 9, 2018
    • 14 replies
    • 1.5k views
    • 
    • Larry Starr
    • August 10, 2018

49. What is an Enrolled Retirement Plan Agent allowed to do?

    By Peter Gulia, August 10, 2018   

    • erpa
    • 14 replies
    • 2.5k views
    • 
    • Peter Gulia
    • August 14, 2018

50. ESOP shares

    By Bird, February 22, 2023
    • 14 replies
    • 1.9k views
    • 
    • Gilmore
    • February 28, 2023