Retirement Plans in General

5,753 topics in this forum

1. IRA RMD included in rollover to 403(b) - Distribute as excess?

   By KaJay, October 31, 2019
   • 3 replies
   • 607 views
   • 
   • KaJay
   • October 31, 2019

2. IRA rollover into DB

   By Cynchbeast, August 25, 2017
   • 6 replies
   • 676 views
   • 
   • Buffys Redrum
   • August 28, 2017

3. IRC 404 Deduction limit

   By jkharvey, June 15, 2000
   • 2 replies
   • 2.5k views
   • 
   • jkharvey
   • June 16, 2000

4. IRC 414(d) Governmental instrumentality

   By Purplemandinga, August 22, 2018
   • 3 replies
   • 989 views
   • 
   • Susan L
   • August 23, 2018

5. IRC 432

   By benpat3, January 4, 2010
   • 0 replies
   • 2k views
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   • benpat3
   • January 4, 2010

6. IRC 4972 Mess-ups; accrued salaries to the rescue in some cases, perhaps

   By Guest Enda80, January 20, 2008
   • 1 reply
   • 3.1k views
   • 
   • Mike Preston
   • January 20, 2008

7. IRC416 Top Heavy

   By Guest jusducki, July 14, 2003
   • 3 replies
   • 1.4k views
   • 
   • Steve72
   • July 15, 2003

8. Irrevocable Election between Plans

   By Guest AEA, March 16, 2001
   • 8 replies
   • 3.7k views
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   • Bob R
   • March 31, 2001

9. Irrevocable election not to participate

   By Guest Brad Brewer, May 21, 1999
   • 0 replies
   • 1.7k views
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   • Guest
   • May 21, 1999

10. Irrevocable Life Insurance Trust

    By QNPG, May 6, 2011
    • 8 replies
    • 1.6k views
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    • Bird
    • May 13, 2011

11. Irrevocable Life Insurance Trust

    By Guest Peacy, July 24, 2013
    • 3 replies
    • 929 views
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    • Belgarath
    • July 24, 2013

12. Irrevocable Rollovers

    By jevd, June 13, 2007
    • 7 replies
    • 3.6k views
    • 
    • masteff
    • June 18, 2007

13. Irrevocable Trust/ERISA Coverage

    By JWRB, October 18, 2017
    • 15 replies
    • 2.2k views
    • 
    • MoJo
    • October 19, 2017

14. Irrevocable Waivers

    By Guest acathcart, May 13, 1999
    • 1 reply
    • 2.5k views
    • 
    • M R Bernardin
    • May 14, 1999

15. Irrevocable waivers for members of religious sect

    By rcline46, September 25, 2003
    • 0 replies
    • 927 views
    • 
    • rcline46
    • September 25, 2003

16. IRS - User Fees

    By flosfur, August 22, 2001
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 22, 2001

17. IRS "Made changes" notice

    By Basically, April 9, 2024
    • 4 replies
    • 1.1k views
    • 
    • JRN
    • April 9, 2024

18. IRS Announces 2018 Retirement Plan Limits

    By Lois Baker, October 19, 2017
    • 0 replies
    • 492 views
    • 
    • Lois Baker
    • October 19, 2017

19. IRS Announces Pension Plan Limitations for 2009

    By J Simmons, October 3, 2008
    • 19 replies
    • 3.7k views
    • 
    • jevd
    • October 17, 2008

20. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 799 views
    • 
    • Appleby
    • October 15, 2009

21. IRS Appeals Mediation

    By SadieJane, September 11, 2019
    • 1 reply
    • 716 views
    • 
    • Larry Starr
    • September 11, 2019

22. IRS approval of DC documents

    By Belgarath, August 27, 2019
    • 3 replies
    • 1.3k views
    • 
    • digger
    • December 2, 2019

23. IRS Approval of Trust Agreement Amendment

    By luissaha, November 3, 2014
    • 6 replies
    • 1k views
    • 
    • luissaha
    • November 4, 2014

24. IRS AUDIT

    By Guest kp, September 17, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 17, 1998

25. IRS Audit

    By DP, February 7, 2012
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • February 8, 2012

26. IRS audit

    By Belgarath, February 7, 2014
    • 5 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 7, 2014

27. IRS Audit

    By Lou S., April 2, 2012
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • April 2, 2012

28. IRS Audit at the TPA's office

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

29. IRS Audit Guide/Handbook

    By Archimage, January 5, 2005
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • January 5, 2005

30. IRS Audit question

    By Dalai Pookah, June 10
    • 8 replies
    • 4.2k views
    • 
    • david rigby
    • June 12

31. IRS Audit Triggers

    By Young Curmudgeon, February 22, 2008
    • 0 replies
    • 1k views
    • 
    • Young Curmudgeon
    • February 22, 2008

32. IRS Audit...Usually conducted at TPA office..

    By jkharvey, August 16, 2012
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • August 17, 2012

33. IRS Auditor playing hardball re: non-qualifying assets for EZ filer

    By Brenda Wren, August 13, 2013
    • 10 replies
    • 3k views
    • 
    • Brenda Wren
    • August 26, 2013

34. IRS auditor wants docs faxed

    By Bird, May 23, 2017
    • 17 replies
    • 1.5k views
    • 
    • ratherbereading
    • June 14, 2017

35. IRS Determination letter - reviewer request

    By Belgarath, August 16, 2012
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • August 16, 2012

36. IRS Determination Letters

    By J Simmons, January 12, 2010
    • 2 replies
    • 1.5k views
    • 
    • J Simmons
    • January 12, 2010

37. IRS extended sole-prop filing deadline to May 17th

    By Jakyasar, March 26, 2021
    • 7 replies
    • 1.2k views
    • 
    • SSRRS
    • April 9, 2021

38. IRS Extends Tax Filing Date to 4-17-07 for 06 Returns

    By jevd, January 24, 2007
    • 0 replies
    • 1k views
    • 
    • jevd
    • January 24, 2007

39. IRS extends tax filing deadline for Hurricane Idalia victims in Florida

    By SSRRS, September 21, 2023
    • 0 replies
    • 427 views
    • 
    • SSRRS
    • September 21, 2023

40. IRS fines material advisors YOU

    By Guest VEBAPLAN, November 23, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 23, 2010

41. IRS FIRE website shutdown dates

    By Tom Poje, November 20, 2018
    • 0 replies
    • 827 views
    • 
    • Tom Poje
    • November 20, 2018

42. IRS Form 945 paper or electronic

    By Tom, January 17, 2024
    • 0 replies
    • 485 views
    • 
    • Tom
    • January 17, 2024

43. IRS Guidance

    By Guest gkaley, September 30, 2002
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • September 30, 2002

44. IRS Inquiry

    By Zorro1k, February 19, 2016   

    • IRS
    • Inquiry
    • (and 2 more)

      Tagged with:

      • IRS
      • Inquiry
      • Due
      • Date
    • 2 replies
    • 816 views
    • 
    • ESOP Guy
    • February 19, 2016

45. IRS inquiry on missing 2018 Form 1096

    By chc93, October 3, 2019
    • 0 replies
    • 657 views
    • 
    • chc93
    • October 3, 2019

46. IRS IRIS System

    By Gilmore, September 20, 2023
    • 4 replies
    • 1k views
    • 
    • mbvs
    • September 21, 2023

47. IRS Issues Guidance on Effect of Windsor Decision and Rev. Rul. 2013-17 on Retirement Plans, Including Required Amendments

    By Dave Baker, April 4, 2014   

    • windsor
    • doma
    • (and 1 more)

      Tagged with:

      • windsor
      • doma
      • defense of marriage act
    • 1 reply
    • 1.3k views
    • 
    • My 2 cents
    • April 4, 2014

48. IRS letter regarding partial termination

    By C. B. Zeller, August 10, 2021
    • 24 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 24, 2021

49. IRS Levy

    By Brenda Wren, August 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • August 18, 2012

50. IRS levy overpaid in error by employer

    By Brian, November 12, 2018
    • 0 replies
    • 406 views
    • 
    • Brian
    • November 12, 2018