Retirement Plans in General

5,753 topics in this forum

1. Integrated profit-sharing plan with partial year eligibility

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

2. Social Security full retirement age mid-year

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

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

   By Guest Effie Clark, April 25, 2002
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • April 26, 2002

4. IRS phone number

   By Guest ksumner, August 18, 1999
   • 2 replies
   • 2.3k views
   • 
   • Dave Baker
   • February 9, 2001

5. Short plan/company year - first year

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

6. Fees paid from plan

   By dmb, March 18, 2003
   • 2 replies
   • 1.7k views
   • 
   • R. Butler
   • March 18, 2003

7. beneficiary on father's retirement

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

8. Controlled Group Question

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

9. Rate group testing

   By Belgarath, October 10, 2012
   • 2 replies
   • 1.1k views
   • 
   • Belgarath
   • October 10, 2012

10. Coverage of Board of Directors

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

11. Brother-Sister Controlled Group Question

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

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

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

13. Catch-Up for fiscal plan

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

14. Controlled Group / ASG Question

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

15. Purchasing unmarketable assets of a plan

    By eilano, June 21, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 21, 2001

16. Eligibility Upon Rehire

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

17. Retirement plans

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

18. self dealing prohibited transaction

    By R. Butler, May 20, 2011
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • May 25, 2011

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

    By kwalified, December 13, 2016   

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

20. Loan - should of been defaulted

    By Lou81, October 12, 2021   

    • loan default
    • 2 replies
    • 1k views
    • 
    • Lou81
    • October 14, 2021

21. Completing Scedule Q

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

22. 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

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

    By Nassau, March 27, 2014
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • March 27, 2014

24. 2023 Profit Sharing Contribution Not Deposited

    By TaxFLFuzz, February 25
    • 2 replies
    • 1.8k views
    • 
    • TaxFLFuzz
    • February 25

25. Claim Denied by Trustee?

    By Guest jfreeborn, January 31, 2010
    • 2 replies
    • 2.1k views
    • 
    • GMK
    • February 1, 2010

26. Determining comp in a partnership

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

27. taxable wage base

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

28. Prof. Jonathan Forman Dies

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

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

    By JCoates, June 6, 2024
    • 2 replies
    • 965 views
    • 
    • CuseFan
    • June 6, 2024

30. Form 2848

    By Guest At Peace, December 23, 2003
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • December 24, 2003

31. Defined Contribution Pension Plan/Money Purchase Pension Plan

    By Nassau, March 27, 2014
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • March 27, 2014

32. Director's fees

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

33. Plan Compensation for Self Employed Individual

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

34. Self Employed

    By R. Butler, September 18, 2002
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • September 19, 2002

35. Self-Employed Deferrals

    By Guest rhector12, September 12, 2005
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • September 13, 2005

36. Compensation in Top-Heavy PS Plan

    By Guest notapensiongeek, June 12, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 14, 2006

37. Income to plan as a result of Revenue Sharing Agreement

    By katieinny, November 17, 2011
    • 2 replies
    • 962 views
    • 
    • katieinny
    • November 17, 2011

38. Plan for a FA's company... PTE if the owner is the advisor?

    By AlbanyConsultant, December 14, 2016
    • 2 replies
    • 584 views
    • 
    • Peter Gulia
    • December 14, 2016

39. RMD postponement for CARES

    By Dennis G., April 6, 2020
    • 2 replies
    • 1k views
    • 
    • RAH401(k)
    • April 7, 2020

40. Prohibited Transaction Exemption

    By Archimage, October 12, 2004
    • 2 replies
    • 1k views
    • 
    • JAY21
    • October 12, 2004

41. Penalty for Missing SSA

    By richard, October 22, 1998
    • 2 replies
    • 1.7k views
    • 
    • Dawn Hafner
    • October 22, 1998

42. Is 5330 needed for amounts returned due to 415 limits?

    By Guest dlm, August 26, 1999
    • 2 replies
    • 2.6k views
    • 
    • Disco Stu
    • August 27, 1999

43. 5500SF related

    By Jakyasar, September 13, 2022
    • 2 replies
    • 715 views
    • 
    • Jakyasar
    • September 13, 2022

44. What type of retirement plan can be set up?

    By Jeannine, January 16, 2023
    • 2 replies
    • 1.2k views
    • 
    • Jakyasar
    • January 17, 2023

45. Phased Retirement

    By Guest Phased, August 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • MGB
    • August 9, 2004

46. Pension Protection Act; some key effects

    By Guest Enda80, October 4, 2008
    • 2 replies
    • 866 views
    • 
    • Guest
    • October 4, 2008

47. Does everyone perform a full administration for their Solo K clients?

    By BTPA, December 14, 2023
    • 2 replies
    • 798 views
    • 
    • Dare Johnson
    • December 15, 2023

48. Job hopping in a Controlled Group

    By KateSmithPA, November 14, 2001
    • 2 replies
    • 2k views
    • 
    • jaemmons
    • November 15, 2001

49. Truth In Lending

    By Guest merlin, October 8, 2002
    • 2 replies
    • 1.4k views
    • 
    • Alan Simpson
    • October 8, 2002

50. Rollover from foreign plan?

    By Guest draper, October 28, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 28, 2003