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Retirement Plans in General

5,824 topics in this forum

  1. annual contribution - but no SECA tax paid?

    By Guest forohonek,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  2. Client Does Not Want to Make Safe Harbor Contribution

    By KateSmithPA,
    • 1 reply
    • 999 views

  3. Reinstatement of Forfeitures

    By DP,
    • 8 replies
    • 8.1k views

  4. Pension Benefit Statements - CBA Plans

    By JRG,
    • 1 reply
    • 1.1k views

  5. Plan eligibility mis-amendment

    By MoShawn,
    • 0 replies
    • 989 views

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

    By Guest PivotTable,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  7. Electronic Storage of Retirement Plan Participant Files

    By Guest Benny Comply,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  8. Commingling DB & Participant Directed DC Assets

    By Dennis Povloski,
    • 2 replies
    • 1.7k views

  9. Direct deposit of pension payments

    By JWK,
    • 0 replies
    • 1.3k views

  10. Yet another Self-Employment Issue

    By Laura Harrington,
    • 4 replies
    • 1.2k views

  11. Retirement plans

    By Guest youngcarter,
    • 2 replies
    • 1.1k views

  12. "maintained by"

    By BTG,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  13. 401(k) SNHEC and Integrated PS Allocation

    By buckaroo,
    • 26 replies
    • 8.9k views

  14. sole prop filing/funding deadline

    By Santo Gold,
    • 4 replies
    • 1.6k views

  15. Audit Expenses

    By Guest Sieve,
    • 9 replies
    • 2.4k views
    • Guest
    • Guest

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

    By Belgarath,
    • 2 replies
    • 1.1k views

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

    By Guest MAK13,
    • 2 replies
    • 996 views
    • Guest
    • Guest

  18. Single participant MPPP

    By Moe Howard,
    • 1 reply
    • 1.4k views

  19. Timing of delivery of SPD

    By BG5150,
    • 5 replies
    • 2.6k views

  20. LLC earned income, IRS requirements

    By Guest forohonek,
    • 4 replies
    • 2.8k views

  21. D-letter or no D-letter?

    By Belgarath,
    • 3 replies
    • 1.4k views

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

    By Guest jvgatty,
    • 7 replies
    • 2.3k views
    • Guest
    • Guest

  23. vesting % not following document

    By Guest Jill B,
    • 9 replies
    • 1.7k views
    • Guest
    • Guest

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

    By Guest Brian Theismann,
    • 13 replies
    • 2.3k views
    • Guest
    • Guest

  25. Eligibility and termination of employees

    By Lori H,
    • 1 reply
    • 884 views

  26. Forfeiture reallocation

    By Guest Jodi S.,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  27. Wanted: Used EXAM BOOKS Retirement Plans

    By Guest Atticus,
    • 0 replies
    • 966 views
    • Guest
    • Guest

  28. Bank of America Fair Fund Distribution

    By BG5150,
    • 4 replies
    • 4k views

  29. Controlled Group Question

    By RayJJohnsonJr,
    • 2 replies
    • 1.8k views

  30. Vesting Service and last day

    By Guest Serena,
    • 6 replies
    • 1.7k views

  31. Scrivener's errors

    By Guest Sieve,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  32. HCEs in First Year of Employer

    By dmb,
    • 5 replies
    • 1.4k views

  33. QDIA

    By Guest Serena,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  34. top heavy db-dc combo

    By Tom Poje,
    • 1 reply
    • 1.1k views

  35. State Seizure of Plan Assets

    By Randy Watson,
    • 5 replies
    • 1.5k views

  36. Excluding union employees

    By Guest JMN,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  37. Reliance on opinion letter

    By Guest JMN,
    • 0 replies
    • 1k views
    • Guest
    • Guest

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

    By Oh so SIMPLE,
    • 11 replies
    • 2.1k views

  39. Affiliated Service Group and 5% owner determination

    By Trekker,
    • 2 replies
    • 3.7k views

  40. Defeating ASG and CG rules

    By Oh so SIMPLE,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  41. Retired participant returning to work

    By Guest Jill B,
    • 15 replies
    • 1.7k views
    • Guest
    • Guest

  42. What is Going on at the IRS?

    By WDIK,
    • 9 replies
    • 1.9k views

  43. OJSA

    By Guest bobolink,
    • 3 replies
    • 1.9k views

  44. Combined 401(k) and DB Trust

    By Guest Spock,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  45. Employer contribution due date

    By Guest Peggy806,
    • 1 reply
    • 1.7k views

  46. Money Purchase Plan Merger

    By Madison71,
    • 9 replies
    • 1.8k views

  47. Beneficiary Designation of Trust

    By buckaroo,
    • 2 replies
    • 1.1k views

  48. Add-on DB for Union Employee

    By drakecohen,
    • 3 replies
    • 2.1k views

  49. Failure to Operate in Compliance with Terms of 401(a) Qualified Plan

    By Guest BenefitsAttyDC,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  50. What is "Retirement" for RMDs?

    By Guest lizano,
    • 3 replies
    • 1.8k views
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