Retirement Plans in General

5,753 topics in this forum

1. Lifetime income illustrations

   By Belgarath, July 20, 2022
   • 2 replies
   • 601 views
   • 
   • Belgarath
   • July 20, 2022

2. Lifetime income illustrations - pooled plans

   By Belgarath, July 22, 2022
   • 5 replies
   • 986 views
   • 
   • Belgarath
   • July 22, 2022

3. Lifetime Income Illustrations - What is the formula?

   By MrsMacias, March 31, 2022   

   • lifetime income
   • lifetime income disclosure
   • (and 2 more)

     Tagged with:

     • lifetime income
     • lifetime income disclosure
     • lifetime income formula
     • lifetime income illustration
   • 2 replies
   • 741 views
   • 
   • MrsMacias
   • April 1, 2022

4. Lifetime income illustrations - when annual statement was previously sent

   By Belgarath, March 29, 2022
   • 2 replies
   • 632 views
   • 
   • Belgarath
   • March 30, 2022

5. Limitation Year For DB/DC Combo

   By mming, December 19, 2007
   • 0 replies
   • 1.5k views
   • 
   • mming
   • December 19, 2007

6. Limited Liability Company Benefits

   By Christine Roberts, November 1, 1999
   • 0 replies
   • 1.9k views
   • 
   • Christine Roberts
   • November 1, 1999

7. Limited Liability Partnership

   By nancy, February 25, 1999
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • February 26, 1999

8. Limited partner

   By cpc0506, February 6, 2017   

   • earned income
   • 0 replies
   • 463 views
   • 
   • cpc0506
   • February 6, 2017

9. Limited Partnership

   By Guest SPOT, October 23, 2001
   • 2 replies
   • 1.5k views
   • 
   • Erik Read
   • October 25, 2001

10. limiting compensation in a profit sharing plan

    By Guest Elizabeth Gaskins, February 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 22, 2002

11. Limits as Indexed by COLA

    By Tom Poje, May 16, 2003
    • 0 replies
    • 961 views
    • 
    • Tom Poje
    • May 16, 2003

12. Limits for 2006

    By Belgarath, October 14, 2005
    • 0 replies
    • 1.5k views
    • 
    • Belgarath
    • October 14, 2005

13. limits for 2015

    By Tom Poje, June 18, 2014
    • 2 replies
    • 997 views
    • 
    • Tom Poje
    • June 19, 2014

14. Limits for Two Plans- Is this information correct?

    By Guest WantsToLearn, November 1, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 6, 2006

15. Limits on a self-employed individuals integrated allocation

    By Guest Enda80, August 16, 2008
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 27, 2008

16. Limits on DB Plan Allocation Options

    By fmsinc, October 3, 2019
    • 4 replies
    • 888 views
    • 
    • fmsinc
    • October 3, 2019

17. Link to techincal explanation etc

    By Appleby, February 20, 2007
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • February 20, 2007

18. Link to technical explanation etc

    By Appleby, February 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 8, 2007

19. Links to Prior Years' Form 5500, Schedules and Instructions

    By Dave Baker, January 5, 2017   

    • 5500
    • 3 replies
    • 853 views
    • 
    • Lois Baker
    • January 8, 2017

20. Links to text of Internal Revenue Code and Treasury Regulations

    By justanotheradmin, July 30
    • 10 replies
    • 3.8k views
    • 
    • Peter Gulia
    • August 1

21. LIP Plan

    By Guest Jim Brennan, May 25, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 25, 2000

22. Listing of TPA's in MA and NH

    By valmcclendon78@comcast.net, August 16, 2016
    • 0 replies
    • 889 views
    • 
    • valmcclendon78@comcast.net
    • August 16, 2016

23. Literal Interpretation of Plan Documents

    By Guest DrJekyll, February 5, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 1999

24. LLC "Compensation" Strategies

    By Christine Roberts, September 10, 1999
    • 0 replies
    • 1.3k views
    • 
    • Christine Roberts
    • September 10, 1999

25. LLC and SIMPLE IRA

    By Guest carolyny, April 12, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 12, 2002

26. LLC as partner and disregarded entity

    By cathyw, September 11, 2017
    • 0 replies
    • 568 views
    • 
    • cathyw
    • September 11, 2017

27. LLC Compensation

    By mming, April 13, 2007
    • 8 replies
    • 2.4k views
    • 
    • katieinny
    • April 26, 2007

28. LLC Compensation

    By SMB, March 29, 2001
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • February 7, 2003

29. LLC earned income, IRS requirements

    By Guest forohonek, July 3, 2010
    • 4 replies
    • 2.6k views
    • 
    • Ron Snyder
    • July 7, 2010

30. LLC member "opting out" of PSP

    By SMB, May 30, 2002
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • June 13, 2002

31. LLC Taxed as Corporation - Recommended Retirement Plan

    By Guest Mickey, November 6, 2014   

    • Retirement
    • LLC
    • (and 1 more)

      Tagged with:

      • Retirement
      • LLC
      • Taxed as Corporation
    • 5 replies
    • 1.8k views
    • 
    • GBurns
    • November 8, 2014

32. LLC Taxed as Corporation- Still A Partnership under 1563?

    By Benefits Vet, September 2, 2020
    • 6 replies
    • 953 views
    • 
    • Benefits Vet
    • September 3, 2020

33. LLC Treated as Partnership?

    By LLC_Issue, March 11, 2016
    • 5 replies
    • 897 views
    • 
    • Lou S.
    • March 11, 2016

34. LLC with a Sub-S election

    By DMcGovern, February 12, 2013   

    • compensation for plan
    • 1 reply
    • 992 views
    • 
    • Lou S.
    • February 12, 2013

35. LLC, taxed as partnership, paying both W-2 and K-1 income to "partners"

    By Belgarath, March 10, 2004
    • 18 replies
    • 52.4k views
    • 
    • Mike Preston
    • July 3, 2017

36. LLC/Employee issue in PS Plan

    By dmb, August 8, 2012
    • 3 replies
    • 885 views
    • 
    • rcline46
    • August 9, 2012

37. LLCs paying other LLCs

    By Bri, August 28, 2019
    • 4 replies
    • 1k views
    • 
    • Luke Bailey
    • August 28, 2019

38. LLP "Income" for contribution calculation

    By thepensionmaven, August 14, 2018
    • 1 reply
    • 432 views
    • 
    • Larry Starr
    • August 14, 2018

39. Loan - should of been defaulted

    By Lou81, October 12, 2021   

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

40. Loan as investment in DB Plan

    By dmb, September 12, 2003
    • 5 replies
    • 1.1k views
    • 
    • mbozek
    • September 16, 2003

41. Loan Default

    By Doghouse, November 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 26, 2009

42. Loan default and deemed distribution

    By Cynchbeast, May 2, 2013
    • 6 replies
    • 1.9k views
    • 
    • BG5150
    • May 3, 2013

43. Loan Default due to Clerical Error

    By Cynchbeast, April 5, 2013
    • 0 replies
    • 1.1k views
    • 
    • Cynchbeast
    • April 5, 2013

44. Loan fees

    By rlb64, December 16, 2004
    • 0 replies
    • 903 views
    • 
    • rlb64
    • December 16, 2004

45. Loan in default

    By Earl, November 29, 2008
    • 10 replies
    • 1.7k views
    • 
    • Earl
    • December 2, 2008

46. Loan info

    By Guest DazedAndConfused, June 26, 2007
    • 3 replies
    • 1.3k views
    • 
    • Archimage
    • June 27, 2007

47. Loan Interest - 12%

    By 52626, February 5, 2016
    • 25 replies
    • 2.1k views
    • 
    • jpod
    • February 9, 2016

48. Loan Payments

    By Guest hobbes, June 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Leopurrd
    • June 15, 2006

49. Loan Processing Fee

    By chris, January 27, 2011
    • 8 replies
    • 1.6k views
    • 
    • Bill Presson
    • January 29, 2011

50. Loan Refinance

    By Guest tajcc, June 6, 2007
    • 10 replies
    • 3k views
    • 
    • masteff
    • June 11, 2007