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Retirement Plans in General

5,772 topics in this forum

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

    By Peter Gulia,
    • 5 replies
    • 993 views

  2. Hurricane Dorian

    By RatherBeGolfing,
    • 1 reply
    • 499 views

  3. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 622 views

  4. Hurricane Irma - Client concerns

    By rblum50,   
    • 0 replies
    • 392 views

  5. Hurricane Irma - Due date of DC final deposit

    By ldr,   
    • 3 replies
    • 1.1k views

  6. Hurricane Irma - Outside Florida

    By Gruegen,
    • 3 replies
    • 612 views

  7. Hurricane Irma Tax Relief

    By RatherBeGolfing,
    • 7 replies
    • 1.6k views

  8. Hurricane Relief for Qualified Plans

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

  9. Husband & wife plan, now divorced

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

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

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

  11. Husband and Wife Controlled Group

    By Dougsbpc,
    • 6 replies
    • 2.7k views

  12. Husband and wife IRA rollovers

    By Cynchbeast,
    • 4 replies
    • 699 views

  13. Husband and wife, each with their own businesses

    By Guest oxdougw,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  14. Husband owns 6.4%, Wife owns 39.82% . . . whose ownership %?

    By Guest LWilson,
    • 1 reply
    • 1.5k views

  15. Husband-Wife each owning businesses

    By John Feldt ERPA CPC QPA,
    • 9 replies
    • 1.2k views

  16. Husband/Wife companies & controlled Group

    By Cynchbeast,
    • 5 replies
    • 2.9k views

  17. I was gaslit during the divorce about a large annuity

    By Gaslit,
    • 2 replies
    • 889 views

  18. I'm filling out a new adoption agreement (PSP)... for GUST. Can I sw

    By Moe Howard,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  19. I'm looking for a record keeping system

    By Guest KCW,
    • 2 replies
    • 5.3k views
    • Guest
    • Guest

  20. I'm pretty sure this is an affiliated service group

    By katieinny,
    • 0 replies
    • 903 views

  21. ICYMI - 2026 expected limits

    By John Feldt ERPA CPC QPA,
    • 5 replies
    • 2.8k views

  22. IDA relief for audit?

    By SSRRS,
    • 3 replies
    • 701 views

  23. Ideal Salary calculation

    By Tom Poje,
    • 4 replies
    • 1.5k views

  24. Ideal Salary Calculations for more than one plan

    By Guest lkpcs,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  25. If a company had only one owner-operator, who administers its retirement plan after her death?

    By Peter Gulia,
    • 2 replies
    • 686 views

  26. If a company's retirement plan only has one participant, but has other non-participant employees, does it still need a bond for its retirement plan?

    By Guest Enda80,
    • 3 replies
    • 1.1k views
    • Guest
    • Guest

  27. If a plan excludes all HCEs, and also excludes some NHCEs, must covera

    By katieinny,
    • 4 replies
    • 1.3k views

  28. If a plan had a short plan year 9-1-03 to 12-31-03, what are the requirements/deadlines for making a profit sharing contribution.

    By Guest jhilliard,
    • 3 replies
    • 984 views

  29. If a plan is amended to a short plan year, must the amendment be signe

    By MR,
    • 1 reply
    • 1.4k views

  30. If a recordkeeper asks for gender, what do they use it for?

    By Peter Gulia,
    • 13 replies
    • 3.5k views

  31. If a retirement plan only has the owner as a participant, does the plan need a fidelity bond?

    By Guest Enda80,
    • 1 reply
    • 1.6k views

  32. If a search for a missing participant finds a new address, what do you do with it?

    By Peter Gulia,
    • 10 replies
    • 4.8k views

  33. If an employer has different plans (the same employer, I must specify); say for example, a

    By Guest Enda80,
    • 2 replies
    • 844 views

  34. If an HCE elects to opt out of the plan from plan year to plan year (d

    By Archimage,
    • 0 replies
    • 947 views

  35. If only 401(k) deferrals, can keys defer without triggering Top Heavy minimums?

    By Guest jusducki,
    • 4 replies
    • 1.1k views

  36. If someone files a 1040 with a schedule C, when discerning the limit of annual additions for the owner, must this person reduce earned income by half

    By Guest Enda80,
    • 2 replies
    • 885 views

  37. If someone has both a profit-sharing plan and a money purchase plan, how do the limits on contributions and deductions apply?

    By Guest Enda80,
    • 1 reply
    • 946 views

  38. If the asset statements for a retirement plan do not have the assets in the name of the plan, what happens? What corrective actions must take place?

    By Guest Enda80,
    • 3 replies
    • 1.2k views

  39. If the beneficiary is a trust, where do you look for distribution schedule in uniform life table?

    By Guest Enda80,
    • 1 reply
    • 1.1k views

  40. If the Employer Never Makes Matching Contributions then take them out of the Document

    By KateSmithPA,
    • 3 replies
    • 965 views

  41. If the service crediting method of a plan is changed from elapsed time

    By Guest WBrown,
    • 3 replies
    • 2.1k views
    • Guest
    • Guest

  42. IFR - Lifetime Income Illustrations

    By Madison71,
    • 7 replies
    • 1.3k views

  43. Illegal Alien with false identification in profit sharing plan

    By UtahCPA-APA,
    • 3 replies
    • 7.3k views
    • Guest
    • Guest

  44. illegal immigrant & benefits

    By Guest BarryK,
    • 12 replies
    • 6k views
    • Guest
    • Guest

  45. Illiquid Asset in PSP to 401(k) Conversion

    By Christine Roberts,
    • 1 reply
    • 1.5k views

  46. Immediate Annuity Quotes

    By Lynn Campbell,
    • 2 replies
    • 1.5k views

  47. Immediate Eligibility Date before Plan Effective Date?

    By Guest PCS Inc,
    • 1 reply
    • 957 views
    • Guest
    • Guest

  48. Impact of working after retirement on public pension systems

    By Guest PSRSGirl,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  49. importing

    By Earl,
    • 5 replies
    • 2.1k views

  50. Improving the understanding of DB plans

    By david rigby,
    • 1 reply
    • 5.7k views
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