Retirement Plans in General

5,781 topics in this forum

1. indexed limits

   By Tom Poje, October 13, 2017
   • 2 replies
   • 612 views
   • 
   • Tom Poje
   • October 16, 2017

2. ESOP

   By Guest pension doc, September 14, 1998
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • September 29, 1998

3. Sole prop solo 401k start up; EIN required or SSN allowed

   By Santo Gold, September 8, 2022
   • 2 replies
   • 833 views
   • 
   • Lou S.
   • September 8, 2022

4. Allocation of Costs to Specific Plan Asset

   By Guest Smokin, September 7, 2011
   • 2 replies
   • 850 views
   • 
   • Guest
   • September 8, 2011

5. Money Purchase merger with 401(k) Profit Sharing

   By Dawn Hafner, September 21, 1998
   • 2 replies
   • 2.4k views
   • 
   • Dawn Hafner
   • September 30, 1998

6. HCE - attribution

   By John Feldt ERPA CPC QPA, February 5, 2014   

   • step children
   • attribution
   • (and 1 more)

     Tagged with:

     • step children
     • attribution
     • community property
   • 2 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • February 5, 2014

7. 2 Single Member Business', same owner... can either business pay the ER Cont?

   By Basically, December 16, 2025
   • 2 replies
   • 396 views
   • 
   • Basically
   • December 29, 2025

8. How to treat reimbursement of management fees in PS trust

   By Beltane, June 8, 2006
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • June 11, 2006

9. Emailing Social Security Numbers

   By CTipper, May 9, 2007
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • May 10, 2007

10. 5500-EZ

    By Guest dlm, August 13, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 13, 1999

11. Employer Matching Vesting Schedule under EGTRRA

    By stephen, June 21, 2001
    • 2 replies
    • 1.7k views
    • 
    • stephen
    • June 21, 2001

12. Late deferrals: calculating lost earnings

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

13. Leased employee service

    By Guest rrbpsn, October 12, 2004
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • October 12, 2004

14. Profit sharing prototype plan

    By Guest Request, August 15, 2006
    • 2 replies
    • 1.5k views
    • 
    • WDIK
    • August 15, 2006

15. Trust ID #'s

    By Doghouse, December 1, 2009
    • 2 replies
    • 962 views
    • 
    • J Simmons
    • December 2, 2009

16. DOL Audit efforts

    By Hypothetically, December 16, 2013
    • 2 replies
    • 1.1k views
    • 
    • MoJo
    • December 17, 2013

17. Integrated profit-sharing plan with partial year eligibility

    By Guest rand32, October 2, 1998
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 6, 1998

18. Social Security full retirement age mid-year

    By shERPA, April 12, 2021
    • 2 replies
    • 857 views
    • 
    • shERPA
    • April 12, 2021

19. Top Heavy Minimums to Non-Key HCEs who have waived participation

    By Guest Effie Clark, April 25, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 26, 2002

20. IRS phone number

    By Guest ksumner, August 18, 1999
    • 2 replies
    • 2.4k views
    • 
    • Dave Baker
    • February 9, 2001

21. Short plan/company year - first year

    By Jakyasar, August 17, 2021
    • 2 replies
    • 628 views
    • 
    • Jakyasar
    • August 18, 2021

22. Fees paid from plan

    By dmb, March 18, 2003
    • 2 replies
    • 1.8k views
    • 
    • R. Butler
    • March 18, 2003

23. beneficiary on father's retirement

    By Guest chiefkat, January 14, 2009
    • 2 replies
    • 946 views
    • 
    • david rigby
    • January 14, 2009

24. Controlled Group Question

    By RayJJohnsonJr, June 18, 2010
    • 2 replies
    • 1.7k views
    • 
    • RayJJohnsonJr
    • June 19, 2010

25. Rate group testing

    By Belgarath, October 10, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • October 10, 2012

26. Coverage of Board of Directors

    By lkpittman, February 12, 2001
    • 2 replies
    • 1.5k views
    • 
    • lkpittman
    • February 12, 2001

27. Brother-Sister Controlled Group Question

    By Guest EMM118, March 19, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 19, 2008

28. one participant plans and 404a5 and PPA periodic notice

    By cpc0506, March 27, 2014
    • 2 replies
    • 1.1k views
    • 
    • cpc0506
    • March 27, 2014

29. Catch-Up for fiscal plan

    By Cynchbeast, March 30, 2015
    • 2 replies
    • 784 views
    • 
    • Tom Poje
    • March 31, 2015

30. Controlled Group / ASG Question

    By Lucky32, December 10, 2021
    • 2 replies
    • 677 views
    • 
    • Lucky32
    • December 13, 2021

31. Purchasing unmarketable assets of a plan

    By eilano, June 21, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 21, 2001

32. Eligibility Upon Rehire

    By PLAN MAN, September 12, 2007
    • 2 replies
    • 2.4k views
    • 
    • PLAN MAN
    • September 13, 2007

33. Retirement plans

    By Guest youngcarter, July 16, 2010
    • 2 replies
    • 998 views
    • 
    • GMK
    • July 16, 2010

34. self dealing prohibited transaction

    By R. Butler, May 20, 2011
    • 2 replies
    • 2k views
    • 
    • Kevin C
    • May 25, 2011

35. Small s.h. 401(k) going to arbitration, former employee requesting money

    By kwalified, December 13, 2016   

    • Distribution not processed
    • 2 replies
    • 769 views
    • 
    • kwalified
    • December 13, 2016

36. Loan - should of been defaulted

    By Lou81, October 12, 2021   

    • loan default
    • 2 replies
    • 1.1k views
    • 
    • Lou81
    • October 14, 2021

37. Completing Scedule Q

    By Guest djsimonetti, August 21, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 23, 1999

38. CPA firms performing both TPA functions and doing the audit.

    By R. Butler, August 6, 2002
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • August 6, 2002

39. Defined Contribution Pension Plan (Money Purchase Pension Plan)

    By Nassau, March 27, 2014
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • March 27, 2014

40. 2023 Profit Sharing Contribution Not Deposited

    By TaxFLFuzz, February 25, 2025
    • 2 replies
    • 1.9k views
    • 
    • TaxFLFuzz
    • February 25, 2025

41. Claim Denied by Trustee?

    By Guest jfreeborn, January 31, 2010
    • 2 replies
    • 2.2k views
    • 
    • GMK
    • February 1, 2010

42. Determining comp in a partnership

    By Bird, December 9, 2010
    • 2 replies
    • 1.2k views
    • 
    • movedon
    • December 9, 2010

43. taxable wage base

    By Tom Poje, October 16, 2017
    • 2 replies
    • 407 views
    • 
    • stephen
    • October 16, 2017

44. Prof. Jonathan Forman Dies

    By Dave Baker, August 18, 2021
    • 2 replies
    • 1k views
    • 
    • Kabert
    • September 2, 2021

45. Allocation waiver for retired employee subsequently rehired on a part-time, on call basis

    By JCoates, June 6, 2024
    • 2 replies
    • 1k views
    • 
    • CuseFan
    • June 6, 2024

46. Form 2848

    By Guest At Peace, December 23, 2003
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • December 24, 2003

47. Defined Contribution Pension Plan/Money Purchase Pension Plan

    By Nassau, March 27, 2014
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • March 27, 2014

48. Director's fees

    By Bird, December 9, 2014
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • December 9, 2014

49. Plan Compensation for Self Employed Individual

    By LMD1, August 18, 2016
    • 2 replies
    • 877 views
    • 
    • LMD1
    • August 19, 2016

50. Self Employed

    By R. Butler, September 18, 2002
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • September 19, 2002