Retirement Plans in General

5,817 topics in this forum

1. Definition of Comp for Sub-S Corp. Owner

   By Guest PLHart, June 19, 2009
   • 6 replies
   • 2.1k views
   • 
   • jevd
   • June 22, 2009

2. Subsequent change in compensation

   By ombskid, June 22, 2009
   • 0 replies
   • 965 views
   • 
   • ombskid
   • June 22, 2009

3. Mandatory Employee Contributions under section 401(m)

   By buckaroo, June 17, 2009
   • 10 replies
   • 3.5k views
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   • J Simmons
   • June 18, 2009

4. 401(a) or FICA / Social Security Alternative Plans

   By Guest sammyg, June 16, 2009
   • 1 reply
   • 9k views
   • 
   • eeyore
   • June 18, 2009

5. Successor Liability under ERISA

   By Guest kg78, June 18, 2009
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • June 18, 2009

6. Confirmation of Integrated Allocation knowledge

   By buckaroo, June 17, 2009
   • 5 replies
   • 1.9k views
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   • buckaroo
   • June 17, 2009

7. Why does the IRS insist upon pain of sanction that one may not maintain a model SEP alongside another retirement plan?

   By Guest Enda80, June 12, 2009
   • 4 replies
   • 2.1k views
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   • J Simmons
   • June 15, 2009

8. Most recent d-letter?

   By Oh so SIMPLE, June 6, 2009
   • 0 replies
   • 1.3k views
   • 
   • Oh so SIMPLE
   • June 6, 2009

9. Eligibility and Coverage Test

   By emmetttrudy, June 4, 2009
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • June 4, 2009

10. Distributions for person difficult to locate; purely hypothetical case

    By Guest Enda80, June 3, 2009
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • June 3, 2009

11. Life Insurnace in Plan; Ptp requests to insure spouse

    By buckaroo, June 1, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2009

12. Fidelity Bond Requirements for a Retirement Plan

    By Guest Enda80, May 31, 2009
    • 2 replies
    • 1.9k views
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    • WDIK
    • June 1, 2009

13. Top Heavy

    By Guest Sieve, May 28, 2009
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 31, 2009

14. Use of forfeiture accounts

    By Santo Gold, May 27, 2009
    • 4 replies
    • 1.8k views
    • 
    • Fisher
    • May 29, 2009

15. Moving Deadline if it falls on weekend/holiday

    By Guest bobolink, May 21, 2009
    • 3 replies
    • 3.7k views
    • 
    • mming
    • May 21, 2009

16. How to get sued and fined $200,000 bu IRS

    By Guest lawallach, May 21, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 21, 2009

17. Convertion of 403(a) Plan

    By Guest Tom:, May 19, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 19, 2009

18. tax deduction for self-employed

    By Beemer, May 15, 2009
    • 0 replies
    • 1.1k views
    • 
    • Beemer
    • May 15, 2009

19. Prohibited Transactions

    By Ron Snyder, July 19, 2006
    • 43 replies
    • 12.6k views
    • 
    • KJohnson
    • May 14, 2009

20. How to get a copy of a Determination Letter from the IRS

    By Lynn Campbell, November 7, 2000
    • 3 replies
    • 25.9k views
    • 
    • Guest
    • May 13, 2009

21. compensation questions

    By AKconsult, May 13, 2009
    • 0 replies
    • 1.4k views
    • 
    • AKconsult
    • May 13, 2009

22. ERISA code online

    By BG5150, May 8, 2009
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • May 8, 2009

23. retirement plans through the years

    By Guest nynaeve, May 4, 2009
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • May 4, 2009

24. DOL Investigations

    By Guest bobolink, May 1, 2009
    • 4 replies
    • 4.2k views
    • 
    • A Shot in the Dark
    • May 4, 2009

25. target benefit and the land of the bizarre

    By Tom Poje, April 30, 2009
    • 0 replies
    • 1k views
    • 
    • Tom Poje
    • April 30, 2009

26. Two Plans and Two Top Heavy Vesting Schedules

    By Guest Holly Foster, April 29, 2009
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • April 29, 2009

27. Discretionary Non-elective Contribution

    By Guest sritts, April 27, 2009
    • 1 reply
    • 2.3k views
    • 
    • BG5150
    • April 27, 2009

28. 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, April 25, 2009
    • 2 replies
    • 1k views
    • 
    • GBurns
    • April 27, 2009

29. Small Plan or Big Plan?

    By mming, April 23, 2009
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • April 24, 2009

30. Excluding high paid NHCEs

    By TPAnnie, April 23, 2009
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • April 24, 2009

31. 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, April 22, 2009
    • 5 replies
    • 1.4k views
    • 
    • masteff
    • April 23, 2009

32. ERPA EXAM

    By Rai401k, March 18, 2009
    • 6 replies
    • 3.4k views
    • 
    • Kevin C
    • April 23, 2009

33. Affiliated Service group

    By Guest Sieve, April 21, 2009
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • April 23, 2009

34. Garnishment of CHURCH PLAN pension benefits

    By Guest krijowri, April 14, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 20, 2009

35. 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, April 9, 2009
    • 5 replies
    • 3.2k views
    • 
    • jpod
    • April 14, 2009

36. SEP Plan Question

    By Guest Enda80, April 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • jevd
    • April 10, 2009

37. 30% Limit On Passive Income Paid as Management Fee and Treated as Earned Income

    By Guest EMM118, April 8, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • April 9, 2009

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

    By Guest Enda80, April 4, 2009
    • 4 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 9, 2009

39. Money Purchase thinking of restating to a Profit Sharing

    By Lori H, March 19, 2009
    • 8 replies
    • 1.8k views
    • 
    • Lori H
    • April 9, 2009

40. Money Purchase or Target plan deduction problem

    By Belgarath, April 8, 2009
    • 0 replies
    • 1k views
    • 
    • Belgarath
    • April 8, 2009

41. Your name in front of 100,000

    By Guest lawallach, April 7, 2009
    • 0 replies
    • 905 views
    • 
    • Guest
    • April 7, 2009

42. Self-Employment Earned Income and Permitted Disparity

    By Guest Enda80, April 4, 2009
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 6, 2009

43. Statutory Employee

    By J Simmons, April 4, 2009
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • April 5, 2009

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

    By imchipbrown, April 1, 2009
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 2, 2009

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

    By Floridaattorney, March 28, 2009
    • 11 replies
    • 1.7k views
    • 
    • masteff
    • April 1, 2009

46. Incorrect TIN

    By Guest nipa, March 31, 2009
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • March 31, 2009

47. DOL PT safe harbor

    By Guest Pennysaver, March 25, 2009
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 30, 2009

48. Law Firm ASG Question

    By Guest EMM118, March 24, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 24, 2009

49. Controlled Group / Affiliated Service Group ?

    By Below Ground, February 26, 2009
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • March 24, 2009

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

    By Guest Enda80, March 21, 2009
    • 1 reply
    • 1k views
    • 
    • david rigby
    • March 21, 2009