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Retirement Plans in General

5,750 topics in this forum

  1. Interesting situation re participating employer

    By Belgarath,
    • 3 replies
    • 998 views

  2. Allocation of Contribution

    By Dougsbpc,
    • 3 replies
    • 802 views

  3. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2,
    • 6 replies
    • 1.2k views

  4. Form 5330 - Electronic Filing (revisited)

    By Lauren0507,
    • 9 replies
    • 4.6k views

  5. No Payout

    By prjrrr,
    • 3 replies
    • 1.2k views

  6. purchasing service credit

    By conniebrazil,
    • 0 replies
    • 425 views

  7. different allocation by location... if it's not in the plan document

    By AlbanyConsultant,
    • 2 replies
    • 715 views

  8. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds,
    • 3 replies
    • 1.7k views

  9. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer,
    • 5 replies
    • 1.4k views

  10. profit sharing deposit timing

    By Santo Gold,
    • 3 replies
    • 876 views

  11. Foreign owned company wants to recognize service with the parent

    By BG5150,
    • 4 replies
    • 1.9k views

  12. Who can establish a solo 401(k)?

    By Francis,
    • 2 replies
    • 648 views

  13. grandfathering in insurance policy?

    By AlbanyConsultant,
    • 3 replies
    • 760 views

  14. IRS "Made changes" notice

    By Basically,
    • 4 replies
    • 1.1k views

  15. When an unincorporated partner becomes a W-2 employee mid-year

    By Belgarath,
    • 3 replies
    • 943 views

  16. collectively bargained employees plan exclusion

    By Santo Gold,
    • 4 replies
    • 1.4k views

  17. Brother-Sister Group

    By EBECatty,
    • 7 replies
    • 917 views

  18. TIN Application Question

    By LMK TPA,
    • 0 replies
    • 435 views

  19. Affiliated Service Group; key and HCE employee determination

    By Santo Gold,
    • 7 replies
    • 979 views

  20. Statutory Employee - exclude from the 401k plan?

    By Santo Gold,
    • 3 replies
    • 637 views

  21. In-plan Roth Conversion ... clarificatioin

    By Basically,
    • 2 replies
    • 952 views

  22. 211 whistleblower process

    By drakecohen,
    • 0 replies
    • 526 views

  23. exclusion of NHCE as a class

    By justanotheradmin,
    • 4 replies
    • 1.3k views

  24. Plan Audit No Longer Required

    By 401kSteve,
    • 6 replies
    • 3.2k views

  25. ER makes a contribution for the Independent Contractor

    By Jakyasar,
    • 1 reply
    • 540 views

  26. solo 401(k) with Mega Back Door Roth

    By truphao,
    • 6 replies
    • 1.2k views

  27. Am I Thinking Unreasonably? (IRS AUDIT)

    By Basically,
    • 4 replies
    • 967 views

  28. MEP - waiver of eligibility requirements when joining

    By AlbanyConsultant,
    • 0 replies
    • 516 views

  29. No response from IRS

    By Basically,
    • 2 replies
    • 902 views

  30. Participant Opts Out (waives out)

    By Basically,
    • 9 replies
    • 1.7k views
    • Bri
    • Bri

  31. Reporting Direct Rollover (403b to IRA) for a Non-Resident Alien

    By KaJay,
    • 1 reply
    • 813 views

  32. S Corp plan

    By Bryan,
    • 4 replies
    • 1.3k views

  33. Affiliated Service Group

    By Belgarath,
    • 5 replies
    • 625 views

  34. HCE related question

    By Jakyasar,
    • 2 replies
    • 672 views

  35. Using Forfeitures for Participant Education - specifically Financial Wellness

    By 401kology,   
    • 7 replies
    • 1.3k views

  36. Can "Temporary Employees" be considered an excluded class?

    By Santo Gold,
    • 7 replies
    • 5.7k views

  37. Is this 11(g) amendment discriminatory?

    By cathyw,
    • 2 replies
    • 745 views

  38. Controlling plan provision: plan at time of death or time of correction?

    By t.haley,
    • 12 replies
    • 1.4k views

  39. Retirement Plan Start-up tax credits - Qualifying start-up costs - New Small Employer

    By Kris G,
    • 1 reply
    • 686 views

  40. Would a March 8 government shutdown affect your work?

    By Peter Gulia,
    • 2 replies
    • 591 views

  41. Combo plan - union employee gateway

    By Jakyasar,
    • 2 replies
    • 892 views

  42. Start-up Costs - Employer Contribution Credit - Cash or accrual based employer contributions

    By Kris G,
    • 0 replies
    • 490 views

  43. Rolling over IRA to Plan to avoid RMDs

    By Dougsbpc,
    • 3 replies
    • 2.1k views

  44. § 416 Minimum Contribution Amounts and § 404(a)(3); § 404(a)(3) Limits Perhaps Waived for § 416 Minimum Contributions

    By Kent Allard,
    • 1 reply
    • 616 views

  45. Own Business with SIMPLE IRA, Options for additional self employment income

    By Thomas Jefferson,
    • 4 replies
    • 824 views

  46. Schedule K-1 question

    By Belgarath,
    • 7 replies
    • 751 views

  47. RMD Start date - checking

    By Jakyasar,
    • 7 replies
    • 858 views

  48. Profit sharing contribution allowed?

    By TPAAdvisor,
    • 4 replies
    • 1.2k views

  49. Sole Prop, PS Plan, Cont Calculation

    By Basically,
    • 5 replies
    • 754 views

  50. Invalid beneficiary designation?

    By Georgegip,
    • 0 replies
    • 446 views
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