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Retirement Plans in General

5,753 topics in this forum

  1. Husband and wife, each with their own businesses

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

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

    By Guest LWilson,
    • 1 reply
    • 1.5k views

  3. Husband-Wife each owning businesses

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

  4. Husband/Wife companies & controlled Group

    By Cynchbeast,
    • 5 replies
    • 2.8k views

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

    By Gaslit,
    • 2 replies
    • 869 views

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

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

  7. I'm looking for a record keeping system

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

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

    By katieinny,
    • 0 replies
    • 890 views

  9. ICYMI - 2026 expected limits

    By John Feldt ERPA CPC QPA,
    • 5 replies
    • 2.2k views

  10. IDA relief for audit?

    By SSRRS,
    • 3 replies
    • 682 views

  11. Ideal Salary calculation

    By Tom Poje,
    • 4 replies
    • 1.5k views

  12. Ideal Salary Calculations for more than one plan

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

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

    By Peter Gulia,
    • 2 replies
    • 663 views

  14. 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
    • 1k views
    • Guest
    • Guest

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

    By katieinny,
    • 4 replies
    • 1.2k views

  16. 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
    • 973 views

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

    By MR,
    • 1 reply
    • 1.4k views

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

    By Peter Gulia,
    • 13 replies
    • 3.4k views

  19. 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

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

    By Peter Gulia,
    • 7 replies
    • 4.3k views

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

    By Guest Enda80,
    • 2 replies
    • 830 views

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

    By Archimage,
    • 0 replies
    • 934 views

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

    By Guest jusducki,
    • 4 replies
    • 1.1k views

  24. 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
    • 875 views

  25. 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
    • 935 views

  26. 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
    • 1.1k views

  27. 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

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

    By KateSmithPA,
    • 3 replies
    • 950 views

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

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

  30. IFR - Lifetime Income Illustrations

    By Madison71,
    • 7 replies
    • 1.2k views

  31. Illegal Alien with false identification in profit sharing plan

    By UtahCPA-APA,
    • 3 replies
    • 7.2k views
    • Guest
    • Guest

  32. illegal immigrant & benefits

    By Guest BarryK,
    • 12 replies
    • 5.9k views
    • Guest
    • Guest

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

    By Christine Roberts,
    • 1 reply
    • 1.4k views

  34. Immediate Annuity Quotes

    By Lynn Campbell,
    • 2 replies
    • 1.5k views

  35. Immediate Eligibility Date before Plan Effective Date?

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

  36. Impact of working after retirement on public pension systems

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

  37. importing

    By Earl,
    • 5 replies
    • 2.1k views

  38. Improving the understanding of DB plans

    By david rigby,
    • 1 reply
    • 5.7k views

  39. In Memoriam: Karen Ferguson, founder of the Pension Rights Center

    By Lois Baker,
    • 0 replies
    • 516 views

  40. In relation to pension information, what is "the blue book"

    By Guest 410b,
    • 2 replies
    • 1k views

  41. In Service Distribution of the DC component of a DB Plan

    By Pxhesq,
    • 5 replies
    • 746 views

  42. in-kind contributions

    By M Norton,
    • 3 replies
    • 2.1k views
    • Guest
    • Guest

  43. In-kind Transfer for 401(k) plan from old trustee to new trustee

    By Guest kdddk14,
    • 2 replies
    • 1.8k views
    • Bird
    • Bird

  44. In-Law Attribution

    By Guest karlin,
    • 3 replies
    • 1.6k views

  45. In-plan Roth Conversion ... clarificatioin

    By Basically,
    • 2 replies
    • 957 views

  46. In-Plan Roth Conversion of Employer SH Match

    By 401kSteve,
    • 3 replies
    • 2.1k views

  47. In-plan Roth rollovers/conversions

    By Belgarath,
    • 4 replies
    • 1.2k views

  48. in-service distributions in MP Plan

    By EGB,
    • 0 replies
    • 1.4k views
    • EGB
    • EGB

  49. In-service Distributions/Distributable Event in PS Plans

    By Guest jvgatty,
    • 7 replies
    • 2.2k views
    • Guest
    • Guest

  50. In-service Roth rollovers--protected benefit?

    By BG5150,
    • 3 replies
    • 1.1k views
    • Bri
    • Bri
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