Retirement Plans in General

5,753 topics in this forum

1. top heavy status successor plan

   By R. Butler, March 7, 2006
   • 3 replies
   • 2.3k views
   • 
   • R. Butler
   • March 7, 2006

2. New plan vs keeping old plan

   By ombskid, September 5, 2013
   • 3 replies
   • 848 views
   • 
   • MoJo
   • September 5, 2013

3. Compensation

   By thepensionmaven, July 9, 2019
   • 3 replies
   • 1.2k views
   • 
   • Luke Bailey
   • July 11, 2019

4. Worthless Assets.... can they be donated?

   By K-t-F, November 23, 2021
   • 3 replies
   • 870 views
   • 
   • JOH
   • November 24, 2021

5. Profit Sharing Plan for One Employee

   By Guest inquiry2, October 21, 2003
   • 3 replies
   • 2.9k views
   • 
   • Mike Preston
   • October 21, 2003

6. Merging two Profit Sharing Plans - one with union employees

   By Guest terric, February 14, 2005
   • 3 replies
   • 1.2k views
   • 
   • Effen
   • February 14, 2005

7. Common Control?

   By Guest REDCFP, March 13, 2007
   • 3 replies
   • 1.5k views
   • 
   • namealreadyinuse
   • March 13, 2007

8. Compensation limit for short initial plan year

   By Sully, July 6, 2012
   • 3 replies
   • 2.7k views
   • 
   • Sully
   • July 9, 2012

9. participant terminates and rolls account before all contributions were made to her account

   By mariemonroe, May 1, 2018
   • 3 replies
   • 715 views
   • 
   • CuseFan
   • May 1, 2018

10. Probably an Affiliated Service Group

    By Dougsbpc, April 8
    • 3 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • April 9

11. Timing of Required Deposit and 415

    By buckaroo, September 5, 2007
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • September 7, 2007

12. Spousal Consent

    By Guest RS Vatalaro, May 6, 1999
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • May 26, 1999

13. IRS Audit Guide/Handbook

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

14. 2011 COLA & ROLLOVER Charts

    By Gary Lesser, October 29, 2010
    • 3 replies
    • 3.1k views
    • 
    • Gary Lesser
    • February 6, 2011

15. Failed 410(b) Test

    By mming, June 10, 2000
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • June 12, 2000

16. Massachusetts new tax on employer contributions??

    By WCC, July 26, 2024
    • 3 replies
    • 2.3k views
    • 
    • WCC
    • July 26, 2024

17. Plan Retroactively Disqualified and IRC Code Section 402(B)(4)

    By Guest San Diego Benefits Guy, August 6, 2007
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • August 6, 2007

18. Trustee Issue

    By Guest light, May 26, 1999
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • May 27, 1999

19. Participant Record Updating?

    By Guest fcdeacy, April 20, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 2, 2005

20. Are ESOP shares counted for 5% owner determination?

    By jukeboy56, January 13, 2006
    • 3 replies
    • 2.2k views
    • 
    • E as in ERISA
    • January 13, 2006

21. Controlled group doesn't exist after all, but treated as one for several years

    By katieinny, March 2, 2011
    • 3 replies
    • 1.2k views
    • 
    • PensionPro
    • March 21, 2011

22. 5500EZ and IRS agent

    By SoCalActuary, October 5, 2018   

    • rmd
    • 5500ez
    • 3 replies
    • 696 views
    • 
    • Mike Preston
    • October 5, 2018

23. Reg. §1.410(b)-8(b)

    By Dalai Pookah, November 1, 2022
    • 3 replies
    • 914 views
    • 
    • Dalai Pookah
    • November 2, 2022

24. Seeking guidance on Profit Sharing Plan with leased employees

    By Guest CaymanDM, January 30, 2002
    • 3 replies
    • 1.7k views
    • 
    • Archimage
    • January 30, 2002

25. EIN Required for Plan (not Trust)?

    By Guest Patrick Foley, July 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 13, 2004

26. Small Business Tax Credit

    By Guest LSULLIVAN, July 12, 2005
    • 3 replies
    • 2.7k views
    • 
    • WDIK
    • July 12, 2005

27. Plan Covering a Participant by Name

    By mming, August 20, 2012
    • 3 replies
    • 929 views
    • 
    • ETA Consulting LLC
    • August 22, 2012

28. When a rollover isn't a rollover

    By shERPA, March 17, 2014
    • 3 replies
    • 956 views
    • 
    • K2retire
    • March 18, 2014

29. Hurricane Irma - Due date of DC final deposit

    By ldr, October 4, 2017   

    • hurricane
    • contribution
    • (and 2 more)

      Tagged with:

      • hurricane
      • contribution
      • due date
      • extension
    • 3 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • October 4, 2017

30. SAR for Final 5500 (Plan Merger)

    By Gilmore, August 31, 2020
    • 3 replies
    • 1.1k views
    • 
    • Alonzo Church
    • September 2, 2020

31. Prohibited transaction?

    By Bird, April 1, 2022
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • April 4, 2022

32. Spouse is Non-US citizen

    By Santo Gold, May 17, 2023
    • 3 replies
    • 1.4k views
    • 
    • fmsinc
    • May 17, 2023

33. 1099-R question: 1 trust but more than one plan: is 1 1099-R okay or m

    By John A, January 18, 2001
    • 3 replies
    • 1.5k views
    • 
    • MJ Hartman
    • January 18, 2001

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

    By K-t-F, October 2, 2006
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • October 3, 2006

35. Was there a partial termination in 2020?

    By Peter Gulia, December 21, 2020   

    • partial termination
    • 3 replies
    • 639 views
    • 
    • EBECatty
    • December 21, 2020

36. Post-Severance Pay Correction

    By EPCRSGuru, March 29, 2021
    • 3 replies
    • 1.2k views
    • 
    • digger
    • April 9, 2021

37. CG, right?

    By truphao, April 10
    • 3 replies
    • 2.7k views
    • 
    • Belgarath
    • April 10

38. Controlled Group

    By cpc0506, November 22, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • November 24, 2009

39. Defined Benefit contributions for Sole Prop

    By Cynchbeast, October 3, 2014
    • 3 replies
    • 874 views
    • 
    • Calavera
    • October 3, 2014

40. K-1 income & losses from several participating employers

    By dmb, August 23, 2002
    • 3 replies
    • 1.3k views
    • 
    • jaemmons
    • September 5, 2002

41. Surviving Spouse RMD - HELP

    By Guest jvgatty, May 5, 2014
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • May 6, 2014

42. New Comparability - Can you use integration

    By cpc0506, April 5, 2016
    • 3 replies
    • 973 views
    • 
    • Jim Chad
    • April 6, 2016

43. Shared Employees

    By Tom, November 27, 2017   

    • shared employees
    • 3 replies
    • 875 views
    • 
    • Bird
    • November 29, 2017

44. "Transaction Privelege, Use, and Severance Tax Return - (TPT-EZ)

    By Belgarath, May 8, 2020
    • 3 replies
    • 1.3k views
    • 
    • Larry Starr
    • May 9, 2020

45. Affiliated Service Group?

    By Dawn Hafner, May 23, 2001
    • 3 replies
    • 2k views
    • 
    • Dawn Hafner
    • May 24, 2001

46. ERISA Bond Required?

    By Guest RBeck, February 5, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 6, 2003

47. Leased Employee

    By Dougsbpc, December 12, 2008
    • 3 replies
    • 1.6k views
    • 
    • Dougsbpc
    • December 12, 2008

48. Who can be a trustee

    By rcline46, February 4, 2009
    • 3 replies
    • 2.9k views
    • 
    • rcline46
    • February 4, 2009

49. Top Heavy and Changes in Controlled Group

    By PensionPro, March 13, 2017
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 16, 2017

50. Controlled group - two separate plans

    By Belgarath, August 24, 2017
    • 3 replies
    • 735 views
    • 
    • CuseFan
    • August 24, 2017