Retirement Plans in General

5,753 topics in this forum

1. Is this a prohibited transaction? Is there an exemption?

   By Guest Iwonder, March 10, 2009
   • 3 replies
   • 4.1k views
   • 
   • Guest
   • March 18, 2009

2. Is this a reasonable class to put in document as a category exclusion?

   By Jakyasar, June 24, 2021
   • 4 replies
   • 786 views
   • 
   • RatherBeGolfing
   • June 28, 2021

3. Is this a reasonable class to put in document as a category exclusion?

   By Jakyasar, July 9, 2021
   • 2 replies
   • 754 views
   • 
   • Jakyasar
   • July 9, 2021

4. Is this an Affiliated Service Group (ASG)?

   By nbsign, December 6, 2015
   • 0 replies
   • 871 views
   • 
   • nbsign
   • December 6, 2015

5. Is this an affiliated service group?

   By KateSmithPA, April 24, 2002
   • 6 replies
   • 1.6k views
   • 
   • Mike Preston
   • April 30, 2002

6. Is This An ASG situation?

   By mming, January 21, 2019
   • 1 reply
   • 546 views
   • 
   • Below Ground
   • January 22, 2019

7. Is this an ASG?

   By Jakyasar, February 3
   • 7 replies
   • 4.7k views
   • 
   • SSRRS
   • April 17

8. Is this an ERISA Plan?

   By ERISA-Bubs, November 16, 2016
   • 1 reply
   • 614 views
   • 
   • QDROphile
   • November 16, 2016

9. Is this employee a participant?

   By Jakyasar, October 20, 2021
   • 2 replies
   • 552 views
   • 
   • Jakyasar
   • October 21, 2021

10. Is this individual an employee?

    By Santo Gold, April 25, 2018
    • 18 replies
    • 1.9k views
    • 
    • Belgarath
    • April 27, 2018

11. Is this partial termination?

    By Jakyasar, December 2, 2021
    • 4 replies
    • 780 views
    • 
    • Jakyasar
    • December 2, 2021

12. Is this person a Key or Highly Compensated Employee/Standardized prototype question.

    By Beltane, June 23, 2005
    • 5 replies
    • 2.1k views
    • 
    • Beltane
    • June 23, 2005

13. Is this plan covered by PBGC?

    By Jakyasar, September 5, 2022
    • 4 replies
    • 632 views
    • 
    • Bri
    • September 6, 2022

14. Is This Self- Dealing?

    By Guest cs006b, June 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • June 15, 2007

15. Is today the SAR due date?

    By Bri, September 30, 2022
    • 3 replies
    • 916 views
    • 
    • Peter Gulia
    • October 4, 2022

16. ISA Party-in-Interest ?

    By lupacexi, October 20, 2017
    • 2 replies
    • 664 views
    • 
    • david rigby
    • October 20, 2017

17. ISO/NQSO as Compensation

    By Gary Lesser, November 13, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • November 13, 1998

18. Issues regarding lease employees

    By Guest Kellie Smith, April 27, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2000

19. J&S percentage limit with large age differences

    By dan.jock, December 20, 2016
    • 3 replies
    • 3k views
    • 
    • My 2 cents
    • December 21, 2016

20. J&S provisions

    By Guest taj32z, December 4, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 4, 2002

21. Jacobson vs Highes Aircraft (Supreme Court)

    By Guest Richard E Hook, November 11, 1998
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 13, 1998

22. Janell Grenier

    By david rigby, December 28, 2010
    • 1 reply
    • 920 views
    • 
    • Ron Snyder
    • December 29, 2010

23. Job hopping in a Controlled Group

    By KateSmithPA, November 14, 2001
    • 2 replies
    • 2k views
    • 
    • jaemmons
    • November 15, 2001

24. John Doe MD SC

    By Belgarath, January 20, 2005
    • 13 replies
    • 11.8k views
    • 
    • AndyH
    • January 20, 2005

25. Joinder Agreement

    By Cynchbeast, September 6, 2017
    • 12 replies
    • 3.1k views
    • 
    • Cynchbeast
    • September 10, 2017

26. Joinder Agreement

    By Basically, September 13, 2023
    • 2 replies
    • 1.6k views
    • 
    • Paul I
    • September 13, 2023

27. Joint 50% Surviving Spouse option

    By Guest David5, May 14, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 14, 2002

28. Joint DOL Treasury RFI - DC Plan Annuities

    By Guest Tom:, February 21, 2010
    • 9 replies
    • 3.3k views
    • 
    • david rigby
    • February 25, 2010

29. Joint Employer Status allows for single employer plan?

    By AbsolutelyOkayPossibly, March 31, 2021
    • 7 replies
    • 885 views
    • 
    • Alonzo Church
    • April 5, 2021

30. Joint operating Company 403b

    By bmore1147, March 6, 2018   

    • 403b
    • 3 replies
    • 745 views
    • 
    • Patricia Neal Jensen
    • March 14, 2018

31. Joint Venture Question

    By Guest San Diego Benefits Guy, April 28, 2014
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • May 1, 2014

32. June 30, 2004 Extensions-Rejected

    By JAY21, April 12, 2005
    • 0 replies
    • 934 views
    • 
    • JAY21
    • April 12, 2005

33. Just an EASY control group question

    By K-t-F, June 1, 2018
    • 13 replies
    • 1.3k views
    • 
    • Larry Starr
    • June 6, 2018

34. Just Another Senior Moment

    By thepensionmaven, August 18, 2023
    • 4 replies
    • 621 views
    • 
    • thepensionmaven
    • August 22, 2023

35. Just curious...

    By Lori Friedman, October 8, 2004
    • 3 replies
    • 2.5k views
    • 
    • JanetM
    • October 11, 2004

36. K-1 comp question

    By BG5150, September 8, 2015
    • 2 replies
    • 796 views
    • 
    • Belgarath
    • September 8, 2015

37. k-1 Earnings

    By Guest erepper, March 6, 2009
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • March 7, 2009

38. K-1 Farming Income as Plan Compensation

    By PensionPro, September 9, 2015
    • 0 replies
    • 1.1k views
    • 
    • PensionPro
    • September 9, 2015

39. K-1 Income ...again.....

    By mphs77, March 10, 2010
    • 0 replies
    • 857 views
    • 
    • mphs77
    • March 10, 2010

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

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

41. K-1 Income and contribution calculations

    By ldr, October 28, 2019   

    • llc
    • partnership
    • (and 2 more)

      Tagged with:

      • llc
      • partnership
      • income
      • contributions
    • 7 replies
    • 1.8k views
    • 
    • ldr
    • October 29, 2019

42. K-1 income determination for self-employment tax

    By Jakyasar, April 7, 2020
    • 1 reply
    • 819 views
    • 
    • Bird
    • April 7, 2020

43. K-1 income from another partnership

    By Pat Crum, March 19, 2019
    • 1 reply
    • 449 views
    • 
    • Luke Bailey
    • March 19, 2019

44. K-1 Self Employment Earnings

    By Penman2006, February 27, 2008
    • 4 replies
    • 3.4k views
    • 
    • Penman2006
    • February 28, 2008

45. K1 income

    By alexa, October 9, 2003
    • 2 replies
    • 1.6k views
    • 
    • R. Butler
    • October 10, 2003

46. K1 with outside W2

    By ombskid, April 9, 2018
    • 5 replies
    • 699 views
    • 
    • ombskid
    • April 10, 2018

47. Katrina amendments

    By MarZDoates, December 28, 2005
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • December 28, 2005

48. Keeping fiduciary insurance policy (because of QRP) after selling or closing a business

    By AJC, July 28, 2022
    • 3 replies
    • 767 views
    • 
    • RatherBeGolfing
    • July 28, 2022

49. keogh contribution for sole prop with loss

    By Guest, April 13, 2005
    • 1 reply
    • 1.9k views
    • 
    • SoCalActuary
    • April 13, 2005

50. Keogh plan and 401(k)

    By Guest Trirod, December 12, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 12, 2001