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Retirement Plans in General

5,753 topics in this forum

  1. How does the 415 limit work with 401a and 457 plans?

    By waid10,
    • 6 replies
    • 3.2k views

  2. How does the initial eligibility computation period function when the required service period amounts to two years?

    By Guest Enda80,
    • 1 reply
    • 1.5k views

  3. How far does the IRS's reach extend?

    By Oh so SIMPLE,
    • 11 replies
    • 1.9k views

  4. How is 410(b) testing done when a plan covers some, but not all, colle

    By John A,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  5. How is a 401(k) plan affected and how does one determine ownership whe

    By John A,
    • 0 replies
    • 1.3k views

  6. How is deductible limit calculated for a money purchase plan when plan

    By John A,
    • 5 replies
    • 1.8k views

  7. How is value defined for Section 318 purposes?

    By Guest HelpMeHelpYou,
    • 1 reply
    • 1.5k views

  8. How long after a plan year ends can a contribution be made and still b

    By John A,
    • 1 reply
    • 1.2k views

  9. How long can a MPP plan be frozen?

    By Guest sugar daddy,
    • 0 replies
    • 807 views
    • Guest
    • Guest

  10. How long can a one-participant Profit Sharing Plan Trust remain in effect after death

    By RayJJohnsonJr,
    • 10 replies
    • 1.8k views

  11. How long does an employer have to pay out a pension plan (under $5000)

    By Guest Daniel Grams,
    • 1 reply
    • 2.1k views

  12. How many companies dropped their Safe harbor plan this year?

    By Guest fender5150,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  13. How many times has ERISA been amended?

    By Guest mab,
    • 11 replies
    • 12.7k views

  14. How many ways do you do 410(b) coverage testing before deciding to cor

    By John A,
    • 21 replies
    • 6.2k views

  15. How much bankruptcy protection for one-person plan?

    By Lynn Campbell,
    • 4 replies
    • 1.6k views

  16. How often is the employer the retirement plan’s only fiduciary?

    By Peter Gulia,
    • 20 replies
    • 1.9k views

  17. How often must non-marketable employer securities be valued?

    By katieinny,
    • 3 replies
    • 1.1k views

  18. How often should Plan Trustees meet?

    By TPAnnie,
    • 6 replies
    • 1.3k views

  19. How soon is it necessary to have a non-zero balance in the trust for a

    By Alf,
    • 6 replies
    • 2.1k views

  20. How to allocate more than $34k in 2001?

    By Jed Macy,
    • 3 replies
    • 1.7k views

  21. How to answer investment application question

    By K-t-F,
    • 1 reply
    • 1.1k views

  22. How to Choose Best Retirement Plan for Small Business

    By Guest Deborah,
    • 4 replies
    • 1.4k views

  23. How to Claim a refund for taxes withheld from dividends

    By Appleby,
    • 4 replies
    • 2k views

  24. How to Correct a failed conversin from a Qualified Plan in 2008 and beyond?

    By jevd,
    • 1 reply
    • 1.3k views

  25. How to correct overstated compensation used to calculate allocations?

    By Guest Enda80,
    • 4 replies
    • 1.1k views

  26. How to distribute vested benefits owed to illegal aliens?

    By JDuns,
    • 1 reply
    • 1.4k views

  27. How to find out if TIN was deactivated

    By BG5150,
    • 4 replies
    • 2.3k views

  28. How to get a copy of a Determination Letter from the IRS

    By Lynn Campbell,
    • 3 replies
    • 25.4k views
    • Guest
    • Guest

  29. How to get sued and fined $200,000 bu IRS

    By Guest lawallach,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  30. How to handle contributions to pension plan based on non-existent comp

    By k man,
    • 4 replies
    • 1.5k views

  31. How to handle fee changes with the change of TPA?

    By JustMe,
    • 2 replies
    • 693 views

  32. How to Increase employee participation in 401-k plan

    By Guest Louis Gray,
    • 7 replies
    • 1.9k views
    • Guest
    • Guest

  33. How to inflation-adjust amounts not designed in Tom Poje’s spreadsheet

    By Peter Gulia,
    • 1 reply
    • 552 views

  34. How to locate copies of prior 5500EZ Forms

    By SDS,
    • 3 replies
    • 1.4k views

  35. How to treat reimbursement of management fees in PS trust

    By Beltane,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  36. How wide are price differences for retirement plan services?

    By Peter Gulia,   
    • 9 replies
    • 1.1k views

  37. How will the 2017 tax reform affect small-business employers' formation of retirement plans?

    By Peter Gulia,   
    • 5 replies
    • 774 views

  38. How would lacking official inflation-adjusted amounts affect your work?

    By Peter Gulia,
    • 8 replies
    • 2.4k views

  39. How would the proposed investment-advice rule affect you?

    By Peter Gulia,
    • 5 replies
    • 977 views

  40. Hurricane Dorian

    By RatherBeGolfing,
    • 1 reply
    • 488 views

  41. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 606 views

  42. Hurricane Irma - Client concerns

    By rblum50,   
    • 0 replies
    • 367 views

  43. Hurricane Irma - Due date of DC final deposit

    By ldr,   
    • 3 replies
    • 1.1k views

  44. Hurricane Irma - Outside Florida

    By Gruegen,
    • 3 replies
    • 597 views

  45. Hurricane Irma Tax Relief

    By RatherBeGolfing,
    • 7 replies
    • 1.6k views

  46. Hurricane Relief for Qualified Plans

    By jevd,
    • 0 replies
    • 1.1k views
    • jevd
    • jevd

  47. Husband & wife plan, now divorced

    By BG5150,
    • 1 reply
    • 963 views
    • Bri
    • Bri

  48. Husband & Wife... 2 LLCs... one plan?

    By K-t-F,
    • 3 replies
    • 1.5k views

  49. Husband and Wife Controlled Group

    By Dougsbpc,
    • 6 replies
    • 2.6k views

  50. Husband and wife IRA rollovers

    By Cynchbeast,
    • 4 replies
    • 684 views
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