Retirement Plans in General

5,753 topics in this forum

1. independent CPA audit

   By k man, April 18, 2008
   • 6 replies
   • 1.4k views
   • 
   • masteff
   • April 22, 2008

2. Choice of whether or not to self direct.

   By R. Butler, December 11, 2001
   • 1 reply
   • 1.4k views
   • 
   • QDROphile
   • December 11, 2001

3. Plan covers employees of several members of controlled group, includin

   By Guest djsimonetti, November 9, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • November 10, 1999

4. eligibility question

   By thepensionmaven, December 20, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • December 20, 1999

5. RMD to surviving spouse that is current employee

   By M_2015, August 28, 2023
   • 6 replies
   • 1.4k views
   • 
   • Luke Bailey
   • August 30, 2023

6. Leased Employees / Owners

   By richard, December 3, 1999
   • 0 replies
   • 1.4k views
   • 
   • richard
   • December 3, 1999

7. ROTH deferrals but no provisions in plan

   By cpc0506, October 21, 2015
   • 8 replies
   • 1.4k views
   • 
   • jpod
   • October 21, 2015

8. Owner compensation in short plan year

   By BG5150, October 28, 2020
   • 7 replies
   • 1.4k views
   • 
   • Luke Bailey
   • November 6, 2020

9. Original amendment period to adopt ERISA

   By JanetM, January 19, 2006
   • 3 replies
   • 1.4k views
   • 
   • david rigby
   • January 20, 2006

10. Statistical Request

    By Guest Paul Vickers, October 25, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 6, 2000

11. Deferred Retirement Option Plan "DROP"

    By Felicia, January 26, 2001
    • 0 replies
    • 1.4k views
    • 
    • Felicia
    • January 26, 2001

12. in-service distributions in MP Plan

    By EGB, October 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • EGB
    • October 18, 1999

13. Benefits advice re. the millennium bug

    By Guest CBene, April 1, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 2, 1999

14. Employer tax credit

    By Santo Gold, December 16, 2005
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • December 16, 2005

15. top heavy

    By Guest lskin, June 12, 2006
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • June 13, 2006

16. Is there an exception that is "done all the time" to the gen

    By John A, December 13, 2000
    • 1 reply
    • 1.4k views
    • 
    • alanm
    • December 13, 2000

17. Affiliated Group?

    By Guest J Samuelson, October 26, 1999
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • November 10, 1999

18. H.r. 10

    By Guest RPSS, June 6, 2001
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • June 7, 2001

19. Can a canadian company establish a US retirement plan?

    By Guest skim3011, January 24, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 25, 2002

20. must beneficiaries who elect to leave their balances in the plan compl

    By MR, August 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 26, 2000

21. Terminated participant fees

    By Belgarath, June 15, 2021
    • 16 replies
    • 1.4k views
    • 
    • Luke Bailey
    • June 19, 2021

22. Summary Annual Report & Employee-Directed

    By Lynn Campbell, October 6, 1999
    • 2 replies
    • 1.4k views
    • 
    • richard
    • October 19, 1999

23. Vesting Question

    By Dougsbpc, November 28, 2016
    • 8 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 29, 2016

24. Is purchase of annuity by plan a prohibited transaction where particip

    By chris, April 18, 2000
    • 2 replies
    • 1.4k views
    • 
    • chris
    • April 19, 2000

25. Last Day of Plan Year is Plan Entry Date

    By Guest, May 5, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 8, 2000

26. No annual notice requirement in January 2001 for sponsors of regional

    By John A, January 2, 2001
    • 2 replies
    • 1.4k views
    • 
    • Dawn Hafner
    • January 29, 2001

27. Pension Reform and QTIP trusts

    By dmb, May 29, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 5, 2001

28. TPA's References Trustar vs. ADP

    By Guest Laura Heinrich, September 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 8, 1999

29. Fees to terminated participants

    By KateSmithPA, June 25, 2001
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 26, 2001

30. Money Purchase Pension Plans

    By Guest DDDAY, June 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • June 8, 2001

31. DB deduction

    By Guest Shrek'sconfused, October 29, 2007
    • 5 replies
    • 1.4k views
    • 
    • GBurns
    • September 6, 2008

32. Employee Embezzlement

    By Guest Jack19, July 7, 2008
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • July 7, 2008

33. Tax "gross up" on taxable fringe benefits

    By Belgarath, January 9, 2023
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 9, 2023

34. 408(b)(2) disclosures

    By Belgarath, January 3, 2012
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • January 5, 2012

35. Presidentially declared disaster areas- Extended deadline to establish SEPs/SIMPLEs?

    By Appleby, October 19, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 19, 2004

36. Small Employer Startup Tax Credits

    By perkinsran, July 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • July 8, 2002

37. 4975 Disqualified Person Question

    By Guest cgriffin, October 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 20, 2003

38. Employment on last day requirement-what if the business closes in the winter?

    By Guest Enda80, March 3, 2009
    • 14 replies
    • 1.4k views
    • 
    • Guest
    • March 5, 2009

39. PEO Spinoff

    By Archimage, December 20, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 20, 2007

40. Tax on Prohibited Transactions

    By Guest Hartnett123, June 3, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 3, 2004

41. New OneMan Corp - comp from previous entity?

    By Guest MLL, January 22, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 23, 2009

42. sole prop filing/funding deadline

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

43. "Stark" regulations

    By Belgarath, December 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Belgarath
    • December 27, 2001

44. Contolled group consequences

    By Guest djsimonetti, September 17, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 18, 1999

45. Contingency to contingent beneficiary?

    By MoShawn, August 17, 2009
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • August 17, 2009

46. Retirement program (DROP)

    By Guest engbob, September 29, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 29, 2000

47. Controlled Group-beneficiary of trust as common owner?

    By AndrewZ, June 10, 2011
    • 0 replies
    • 1.4k views
    • 
    • AndrewZ
    • June 10, 2011

48. Does Dr's contribution to a TSA affect 415 limit in practice's PS Plan

    By SMB, March 2, 2000
    • 1 reply
    • 1.4k views
    • 
    • davef
    • March 3, 2000

49. Custodian not releasing requested distributions

    By Guest moosegirl, May 12, 2004
    • 8 replies
    • 1.4k views
    • 
    • mbozek
    • May 12, 2004

50. Forfeitures cause excess 415 limit?

    By Guest RICHEZ, June 4, 1999
    • 1 reply
    • 1.4k views
    • 
    • Larry M
    • June 5, 1999