Retirement Plans in General

5,772 topics in this forum

1. K-1 Farming Income as Plan Compensation

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

2. K-1 Income ...again.....

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

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

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

4. K-1 Income and contribution calculations

   By ldr, October 28, 2019   

   • llc
   • partnership
   • (and 2 more)

     Tagged with:

     • llc
     • partnership
     • income
     • contributions
   • 7 replies
   • 1.9k views
   • 
   • ldr
   • October 29, 2019

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

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

6. K-1 income from another partnership

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

7. K-1 Self Employment Earnings

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

8. K1 income

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

9. K1 with outside W2

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

10. Katrina amendments

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

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

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

12. keogh contribution for sole prop with loss

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

13. Keogh plan and 401(k)

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

14. KEOGH PLAN DOCUMENT - Where is it?

    By Guest Eagle Don, December 19, 2008
    • 8 replies
    • 4.7k views
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    • J2D2
    • December 22, 2008

15. KEOGH Plan information

    By Guest MAP, December 13, 2000
    • 6 replies
    • 2.5k views
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    • Guest
    • December 16, 2000

16. Keogh rollover doc requirements

    By perrybo, December 24, 2023
    • 1 reply
    • 901 views
    • 
    • Bird
    • December 26, 2023

17. Keogh vs SEP - Asset Protection - Seeking Articles on Subject

    By Guest kprhok, September 25, 2009
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 25, 2009

18. key ee in 2 cos., $30,000 in 2 MP plan?

    By Earl, November 8, 2000
    • 1 reply
    • 1.4k views
    • 
    • Richard Anderson
    • November 8, 2000

19. Key employee

    By abanky, March 5, 2009
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • March 5, 2009

20. Key Employee definition

    By Santo Gold, June 2, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • June 2, 2006

21. Key Employee Determination

    By Gilmore, March 3, 2016
    • 11 replies
    • 3.4k views
    • 
    • Gilmore
    • March 8, 2016

22. Key Employee Determination

    By Guest DTromb, May 17, 2006
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • May 18, 2006

23. Key Employee in Association Plan

    By KCA, July 24, 2015
    • 0 replies
    • 761 views
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    • KCA
    • July 24, 2015

24. Key Employee Question

    By Dougsbpc, October 28, 2023
    • 2 replies
    • 551 views
    • 
    • Luke Bailey
    • November 2, 2023

25. Key Employee Questions

    By buckaroo, April 4, 2008
    • 1 reply
    • 1.2k views
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    • J Simmons
    • April 5, 2008

26. Key employee who terminates employment

    By Guest DeePA, March 5, 2004
    • 4 replies
    • 2.7k views
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    • Mike Preston
    • March 6, 2004

27. Key employees and stock held in an ESOP

    By KJohnson, June 27, 2000
    • 2 replies
    • 2k views
    • 
    • Kirk Maldonado
    • June 28, 2000

28. Key or Former Key?

    By perplexedbypensions, September 27, 2019
    • 2 replies
    • 1.1k views
    • 
    • perplexedbypensions
    • September 27, 2019

29. Key/top heavy

    By Belgarath, July 14, 2023
    • 2 replies
    • 462 views
    • 
    • Belgarath
    • July 14, 2023

30. KSOPs

    By Guest mickiemurphy, April 3, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • April 15, 2007

31. Lack of documentation; what code references or other official literature addresses this situation?

    By Guest Enda80, November 28, 2008
    • 2 replies
    • 863 views
    • 
    • J Simmons
    • November 28, 2008

32. Laid Off Employees - Receive Allocation?

    By Guest Suanne, January 21, 2004
    • 8 replies
    • 1.8k views
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    • Jed Macy
    • January 22, 2004

33. Large Bank Merger.... Take the $ and run?

    By K-t-F, December 14, 2006
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • December 14, 2006

34. Large loss/worthless asset

    By Chippy, March 28, 2017
    • 5 replies
    • 601 views
    • 
    • Flyboyjohn
    • March 30, 2017

35. Large plan audit

    By Cynchbeast, January 16, 2020
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • January 22, 2020

36. large plan audits

    By Guest SPOT, May 10, 2004
    • 1 reply
    • 1k views
    • 
    • BFree
    • May 10, 2004

37. Large Plan to Small Plan

    By KateSmithPA, March 10, 2009
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • March 10, 2009

38. Large plan, no auditor's opinion

    By Cynchbeast, October 10, 2013
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • October 10, 2013

39. Last Day (of quarter) Requirement

    By dmb, May 18, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • May 19, 2007

40. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE, April 4, 2018
    • 5 replies
    • 1.5k views
    • 
    • Larry Starr
    • April 8, 2018

41. Last Day of Plan Year is Plan Entry Date

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

42. Last Day Requirement for Vesting?

    By Spencer, November 17, 1999
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • November 19, 1999

43. Last Day Rule

    By DP, January 9, 2008
    • 4 replies
    • 1.7k views
    • 
    • Young Curmudgeon
    • January 24, 2008

44. Last day to amend for 401(a)(31) for a fiscal year plan

    By Guest Enda80, February 12, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 12, 2009

45. last minute abrupt request

    By SSRRS, March 31, 2022
    • 8 replies
    • 1.3k views
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    • SSRRS
    • April 6, 2022

46. Last-day requirement in standardized m&p plans

    By Guest Hilarion, November 1, 2004
    • 10 replies
    • 2.4k views
    • 
    • Archimage
    • November 4, 2004

47. Late adopter - SB attachment

    By Jakyasar, September 23, 2024
    • 1 reply
    • 539 views
    • 
    • Calavera
    • September 23, 2024

48. Late Adoption of Cycle 3 Restatement

    By Lauren0507, October 14, 2022
    • 1 reply
    • 1.1k views
    • 
    • Cassopy
    • October 17, 2022

49. Late deferrals: calculating lost earnings

    By BG5150, December 16, 2025
    • 2 replies
    • 407 views
    • 
    • Artie M
    • December 17, 2025

50. Late deposits on Form 5330

    By Cynchbeast, July 10, 2014
    • 6 replies
    • 4.4k views
    • 
    • Cynchbeast
    • July 11, 2014