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Retirement Plans in General

5,791 topics in this forum

  1. Changing a model SEP plan to a plain SEP plain; how does one do that? What variations in eligiblity requirements occur between the two?

    By Guest Enda80,
    • 2 replies
    • 990 views

  2. Small Plan or Big Plan?

    By mming,
    • 2 replies
    • 1.1k views

  3. Excluding high paid NHCEs

    By TPAnnie,
    • 2 replies
    • 1.8k views

  4. When doing calculations for allocations for self-employed earned income for a retirement plan, does one just subtract the allocation for the employee(

    By Guest Enda80,
    • 5 replies
    • 1.4k views

  5. ERPA EXAM

    By Rai401k,
    • 6 replies
    • 3.3k views

  6. Affiliated Service group

    By Guest Sieve,
    • 1 reply
    • 1k views

  7. Garnishment of CHURCH PLAN pension benefits

    By Guest krijowri,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  8. Small business exemption from having a fidelity bond for the retirement plan? Small business exemption from having a fidelity bond for the retirement

    By Guest Enda80,
    • 5 replies
    • 3.1k views

  9. SEP Plan Question

    By Guest Enda80,
    • 2 replies
    • 1.2k views

  10. 30% Limit On Passive Income Paid as Management Fee and Treated as Earned Income

    By Guest EMM118,
    • 1 reply
    • 1k views

  11. How to correct overstated compensation used to calculate allocations?

    By Guest Enda80,
    • 4 replies
    • 1.1k views

  12. Money Purchase thinking of restating to a Profit Sharing

    By Lori H,
    • 8 replies
    • 1.7k views

  13. Money Purchase or Target plan deduction problem

    By Belgarath,
    • 0 replies
    • 997 views

  14. Your name in front of 100,000

    By Guest lawallach,
    • 0 replies
    • 869 views
    • Guest
    • Guest

  15. Self-Employment Earned Income and Permitted Disparity

    By Guest Enda80,
    • 2 replies
    • 965 views
    • Guest
    • Guest

  16. Statutory Employee

    By J Simmons,
    • 1 reply
    • 1.1k views

  17. Compensation: 401(a)(17) and 415

    By imchipbrown,
    • 3 replies
    • 1.2k views

  18. Tax Treatment of Participant's Reimbursment of Employer Contribution

    By Floridaattorney,
    • 11 replies
    • 1.6k views

  19. Incorrect TIN

    By Guest nipa,
    • 1 reply
    • 1.3k views

  20. DOL PT safe harbor

    By Guest Pennysaver,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  21. Law Firm ASG Question

    By Guest EMM118,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  22. Controlled Group / Affiliated Service Group ?

    By Below Ground,
    • 9 replies
    • 1.7k views
    • Guest
    • Guest

  23. Official sources allowing use of plan assets to pay plan maintenance fees, but

    By Guest Enda80,
    • 1 reply
    • 980 views

  24. What laws would a retirement have to have had to amend for by the middle of 2007? Any aspects of the PPA (Pension Protection Act), for example?

    By Guest Enda80,
    • 0 replies
    • 752 views
    • Guest
    • Guest

  25. Rollover from qualified plan to qualified plan

    By Guest Sieve,
    • 4 replies
    • 1.3k views

  26. Determination letter and can't find 1st doc from the 80's

    By Jim Chad,
    • 3 replies
    • 917 views

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

    By Guest Iwonder,
    • 3 replies
    • 4.2k views
    • Guest
    • Guest

  28. Plan termination question; when terminating a money purchase plan, must one fully vest all participants?

    By Guest Enda80,
    • 1 reply
    • 1.2k views

  29. Money Purchase retirement plans that have insurance policies (other than ERISA fidelity bond); what rules apply? What rules apply when a money purcha

    By Guest Enda80,
    • 1 reply
    • 903 views

  30. Successor Trustees - Said NO

    By Guest cmckinney,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  31. Compensation Limit - To Prorate or Not...

    By Guest KAGrist,
    • 1 reply
    • 981 views
    • Guest
    • Guest

  32. Creditor protection for QRP distributions

    By Guest BruceC,
    • 1 reply
    • 944 views
    • Guest
    • Guest

  33. controlled group coverage exception

    By Santo Gold,
    • 1 reply
    • 1.2k views

  34. Death Audits

    By Guest toddlok,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  35. Sole Proprietor Profit Sharing Plan

    By Guest Joe Rak,
    • 7 replies
    • 4.2k views

  36. Failed coverage

    By Guest EPS2,
    • 31 replies
    • 5.2k views

  37. Over 415 Limit

    By Guest GordonJ,
    • 10 replies
    • 1.8k views

  38. 1099-Rs not filed

    By Cynchbeast,
    • 3 replies
    • 1.2k views

  39. Excluded class definition

    By SMB,
    • 4 replies
    • 3.5k views

  40. Refund due date

    By Guest Jeff Weber,
    • 3 replies
    • 4k views
    • Guest
    • Guest

  41. Large Plan to Small Plan

    By KateSmithPA,
    • 4 replies
    • 1.4k views

  42. Forfeiture Accounts

    By Guest Iwonder,
    • 5 replies
    • 3.1k views

  43. k-1 Earnings

    By Guest erepper,
    • 2 replies
    • 1.7k views

  44. compensation

    By Guest lip,
    • 0 replies
    • 795 views
    • Guest
    • Guest

  45. "Minimum Funding Waiver" for Profit Sharing Plan with Fixed Contribution?

    By Übernerd,
    • 5 replies
    • 2.7k views

  46. Key employee

    By abanky,
    • 3 replies
    • 1.8k views

  47. Snap-on or add-on amendments; when can those get used for amending a plan?

    By Guest Enda80,
    • 1 reply
    • 1.5k views

  48. EPCRS (self correction) survey [from the IRS]

    By Tom Poje,
    • 1 reply
    • 1.1k views

  49. Vesting schedule that starts at 20% in the third year still acceptable?

    By Guest Enda80,
    • 2 replies
    • 924 views

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

    By Guest Enda80,
    • 14 replies
    • 1.4k views
    • Guest
    • Guest
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