Retirement Plans in General

5,781 topics in this forum

1. No longer common control

   By Guest gbialikcpa, September 29, 2010
   • 0 replies
   • 896 views
   • 
   • Guest
   • September 29, 2010

2. Sole proprieter owns 2 separate entities

   By R. Butler, September 21, 2010
   • 10 replies
   • 1.7k views
   • 
   • Kevin C
   • September 22, 2010

3. Pension Application

   By Guest Ohio City, September 20, 2010
   • 1 reply
   • 822 views
   • 
   • My 2 cents
   • September 21, 2010

4. EOB 2010 Online & books for sale

   By Guest Atticus, September 13, 2010
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • September 13, 2010

5. valuation of Life Insurance Policy

   By Guest Nixdad, February 12, 2010
   • 2 replies
   • 1.5k views
   • 
   • Ron Snyder
   • September 13, 2010

6. Vesting question; you have to comply with PPA strictures on vesting even though the PPA restatement/amendment has not come due?

   By Guest PivotTable, August 29, 2010
   • 5 replies
   • 1.6k views
   • 
   • david rigby
   • August 30, 2010

7. annual contribution - but no SECA tax paid?

   By Guest forohonek, August 24, 2010
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • August 24, 2010

8. Client Does Not Want to Make Safe Harbor Contribution

   By KateSmithPA, August 19, 2010
   • 1 reply
   • 882 views
   • 
   • EBDI
   • August 20, 2010

9. Reinstatement of Forfeitures

   By DP, September 15, 2008
   • 8 replies
   • 7.6k views
   • 
   • Tom Poje
   • August 16, 2010

10. Pension Benefit Statements - CBA Plans

    By JRG, August 11, 2010
    • 1 reply
    • 990 views
    • 
    • My 2 cents
    • August 11, 2010

11. Plan eligibility mis-amendment

    By MoShawn, August 9, 2010
    • 0 replies
    • 831 views
    • 
    • MoShawn
    • August 9, 2010

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

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

13. Electronic Storage of Retirement Plan Participant Files

    By Guest Benny Comply, August 6, 2010
    • 0 replies
    • 957 views
    • 
    • Guest
    • August 6, 2010

14. Commingling DB & Participant Directed DC Assets

    By Dennis Povloski, August 6, 2010
    • 2 replies
    • 1.5k views
    • 
    • Dennis Povloski
    • August 6, 2010

15. Direct deposit of pension payments

    By JWK, July 20, 2010
    • 0 replies
    • 1.2k views
    • 
    • JWK
    • July 20, 2010

16. Yet another Self-Employment Issue

    By Laura Harrington, July 15, 2010
    • 4 replies
    • 1.1k views
    • 
    • K2retire
    • July 17, 2010

17. Retirement plans

    By Guest youngcarter, July 16, 2010
    • 2 replies
    • 998 views
    • 
    • GMK
    • July 16, 2010

18. "maintained by"

    By BTG, July 14, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 15, 2010

19. 401(k) SNHEC and Integrated PS Allocation

    By buckaroo, July 8, 2010
    • 26 replies
    • 8k views
    • 
    • buckaroo
    • July 15, 2010

20. sole prop filing/funding deadline

    By Santo Gold, July 13, 2010
    • 4 replies
    • 1.4k views
    • 
    • movedon
    • July 13, 2010

21. Audit Expenses

    By Guest Sieve, July 12, 2010
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • July 13, 2010

22. Direct rollover to Roth - some pre-tax and some post-tax

    By Belgarath, July 12, 2010
    • 2 replies
    • 979 views
    • 
    • Belgarath
    • July 13, 2010

23. Eligibility--Counting hours worked as student in work-study program

    By Guest MAK13, July 8, 2010
    • 2 replies
    • 910 views
    • 
    • Guest
    • July 8, 2010

24. Single participant MPPP

    By Moe Howard, July 8, 2010
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • July 8, 2010

25. Timing of delivery of SPD

    By BG5150, July 8, 2010
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • July 8, 2010

26. LLC earned income, IRS requirements

    By Guest forohonek, July 3, 2010
    • 4 replies
    • 2.6k views
    • 
    • Ron Snyder
    • July 7, 2010

27. D-letter or no D-letter?

    By Belgarath, June 18, 2010
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 6, 2010

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

    By Guest jvgatty, June 25, 2010
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • June 28, 2010

29. vesting % not following document

    By Guest Jill B, June 2, 2010
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • June 28, 2010

30. Exploiting IRC Subparagraphs 3121(a)(5)(A) and 3306(a)(5)(A)

    By Guest Brian Theismann, June 13, 2010
    • 13 replies
    • 2.1k views
    • 
    • Guest
    • June 27, 2010

31. Eligibility and termination of employees

    By Lori H, June 25, 2010
    • 1 reply
    • 823 views
    • 
    • rcline46
    • June 25, 2010

32. Forfeiture reallocation

    By Guest Jodi S., June 23, 2010
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 24, 2010

33. Wanted: Used EXAM BOOKS Retirement Plans

    By Guest Atticus, June 22, 2010
    • 0 replies
    • 861 views
    • 
    • Guest
    • June 22, 2010

34. Bank of America Fair Fund Distribution

    By BG5150, June 21, 2010
    • 4 replies
    • 3.8k views
    • 
    • movedon
    • June 22, 2010

35. Controlled Group Question

    By RayJJohnsonJr, June 18, 2010
    • 2 replies
    • 1.7k views
    • 
    • RayJJohnsonJr
    • June 19, 2010

36. Vesting Service and last day

    By Guest Serena, June 15, 2010
    • 6 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 17, 2010

37. Scrivener's errors

    By Guest Sieve, June 16, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 17, 2010

38. HCEs in First Year of Employer

    By dmb, June 10, 2010
    • 5 replies
    • 1.3k views
    • 
    • dmb
    • June 14, 2010

39. QDIA

    By Guest Serena, June 14, 2010
    • 0 replies
    • 968 views
    • 
    • Guest
    • June 14, 2010

40. top heavy db-dc combo

    By Tom Poje, June 2, 2010
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • June 3, 2010

41. State Seizure of Plan Assets

    By Randy Watson, May 27, 2010
    • 5 replies
    • 1.3k views
    • 
    • Ron Snyder
    • May 29, 2010

42. Excluding union employees

    By Guest JMN, May 26, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 26, 2010

43. Reliance on opinion letter

    By Guest JMN, May 23, 2010
    • 0 replies
    • 896 views
    • 
    • Guest
    • May 23, 2010

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

    By Oh so SIMPLE, May 21, 2010
    • 11 replies
    • 1.9k views
    • 
    • masteff
    • May 21, 2010

45. Affiliated Service Group and 5% owner determination

    By Trekker, May 17, 2010
    • 2 replies
    • 3.5k views
    • 
    • Trekker
    • May 21, 2010

46. Defeating ASG and CG rules

    By Oh so SIMPLE, May 21, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 21, 2010

47. Retired participant returning to work

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

48. What is Going on at the IRS?

    By WDIK, May 11, 2010
    • 9 replies
    • 1.8k views
    • 
    • Trekker
    • May 17, 2010

49. OJSA

    By Guest bobolink, May 14, 2010
    • 3 replies
    • 1.8k views
    • 
    • Trekker
    • May 17, 2010

50. Combined 401(k) and DB Trust

    By Guest Spock, May 14, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 14, 2010