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Retirement Plans in General

5,796 topics in this forum

  1. RMD 60 day rollover waiver

    By Guest DeeBee,
    • 1 reply
    • 3.8k views

  2. 945 - paid preparer

    By SheilaD,
    • 0 replies
    • 1k views

  3. Paying sanction penalties with plan assets

    By Guest Enda80,
    • 2 replies
    • 1.5k views

  4. If the asset statements for a retirement plan do not have the assets in the name of the plan, what happens? What corrective actions must take place?

    By Guest Enda80,
    • 3 replies
    • 1.2k views

  5. If an employer has different plans (the same employer, I must specify); say for example, a

    By Guest Enda80,
    • 2 replies
    • 861 views

  6. "Posthumously" amending and restating a retirement plan; hypothetically possible?

    By Guest Enda80,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  7. Forfeitures

    By Guest LCJ12,
    • 1 reply
    • 1.1k views

  8. What type of plan?

    By Guest m.n.ouellette,
    • 1 reply
    • 883 views

  9. Setting up an Excel file to automatically determine date of entry for an employee

    By Guest Enda80,
    • 1 reply
    • 1.2k views

  10. exceeding 415 limit and plan doc language

    By Tom Poje,
    • 0 replies
    • 889 views

  11. 2009 covered comp

    By Tom Poje,
    • 0 replies
    • 1.2k views

  12. KEOGH PLAN DOCUMENT - Where is it?

    By Guest Eagle Don,
    • 8 replies
    • 4.7k views

  13. Non-equity partner

    By Earl,
    • 10 replies
    • 6.8k views

  14. Plan Limits

    By Tom Poje,
    • 4 replies
    • 1.1k views

  15. Retirement benefits

    By Don Levit,
    • 2 replies
    • 1.1k views

  16. If someone files a 1040 with a schedule C, when discerning the limit of annual additions for the owner, must this person reduce earned income by half

    By Guest Enda80,
    • 2 replies
    • 902 views

  17. Paired plans; if you have a profit-sharing plan and a money purchase plan, even if you do not make any contributions to the profit-sharing plan, does

    By Guest Enda80,
    • 1 reply
    • 887 views

  18. Leased Employee

    By Dougsbpc,
    • 3 replies
    • 1.7k views

  19. Excluding older employee

    By MoShawn,
    • 30 replies
    • 4.3k views

  20. EGTRRA Document -- Required Adoption Date?

    By Jean,
    • 0 replies
    • 1.3k views

  21. Can you tell me briefly about having an annuity as investment in the PSP

    By jkharvey,
    • 4 replies
    • 1.7k views

  22. Court cases upholding sanctions for taxpayers who attribute their plan's lack of compliance to negligent third-party administrators

    By Guest Enda80,
    • 4 replies
    • 1.1k views
    • Guest
    • Guest

  23. Benefit application prior to certified critical

    By benpat3,
    • 1 reply
    • 973 views

  24. Real Estate Professional

    By amcorson,
    • 3 replies
    • 1.3k views

  25. Replacing market value adjustment on conversion

    By Guest Sieve,
    • 7 replies
    • 4.4k views
    • Guest
    • Guest

  26. Plan "Contribution"?

    By J Simmons,
    • 3 replies
    • 1.1k views

  27. How Does IRC 404(a)(3) apply in an affiliated service group?

    By J Simmons,
    • 13 replies
    • 4.2k views
    • Guest
    • Guest

  28. Loan in default

    By Earl,
    • 10 replies
    • 1.8k views

  29. Lack of documentation; what code references or other official literature addresses this situation?

    By Guest Enda80,
    • 2 replies
    • 878 views

  30. Can anyone think of a helpful preliminary description of the amounts involved in the closing agreement program? Also, the relationship between the max

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

  31. Coverage Testing and the ABT when employer has DC and DB plans

    By buckaroo,
    • 0 replies
    • 959 views

  32. simple ira

    By Guest lip,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  33. schedule I

    By Guest lip,
    • 3 replies
    • 1k views

  34. 401k or 403b for small (but growing) nfp

    By Guest spoon,
    • 1 reply
    • 955 views
    • Guest
    • Guest

  35. Still a Non-ERISA plan?

    By J Simmons,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  36. Tax court cases upholding the importance of an updated plan document

    By Guest Enda80,
    • 5 replies
    • 1.6k views

  37. 401 Rollover --need advice asap

    By Guest charxyz,
    • 7 replies
    • 1.4k views

  38. Ratio Percentage Determination

    By Guest tzuck,
    • 1 reply
    • 938 views
    • Guest
    • Guest

  39. Lawsuits (class action or otherwise) where taxpayer sues third party administrator who did not maintain an updated retirement plan? If so, how have

    By Guest Enda80,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  40. How many companies dropped their Safe harbor plan this year?

    By Guest fender5150,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  41. Is there a controlled group-Another tough question!

    By Guest m.n.ouellette,
    • 2 replies
    • 942 views
    • Guest
    • Guest

  42. Multiple employer plan-controlled group?

    By Guest m.n.ouellette,
    • 8 replies
    • 3k views
    • Guest
    • Guest

  43. Employed On Last Day of Plan Year

    By Guest ElizabethERISA,
    • 4 replies
    • 3.2k views

  44. When someone has a money purchase plan, when must they include leased employees?

    By Guest Enda80,
    • 5 replies
    • 1.3k views

  45. "last day of the Plan Year Ending on or after question"; so if the plan year ended on March 30, 2005, you have only five days?

    By Guest Enda80,
    • 3 replies
    • 1.1k views

  46. Plan terminations; what do you have to do? Other than accelerated vesting and amending the plan? When you terminate a retirement plan, other than ac

    By Guest Enda80,
    • 4 replies
    • 1.1k views
    • Guest
    • Guest

  47. Amending plan for EGTRRA, GUST, 401(a)(9) and 401(a)(31); what circumstances allow one to go beyond the usual due dates for execution and what serve

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

  48. Effective date for respective provisions of TRA '86? Not the execution date, the effective date, as execution date and effective date remain different

    By Guest Enda80,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  49. Disqualified plan losing deduction for form 1120, 1120S, schedule C on form 1040, etc.; absolutely or to the degree non-vested? Please provide referen

    By Guest Enda80,
    • 1 reply
    • 820 views

  50. S corporation and a disqualifed plan or CAP (Closing Agreement program); how does the flow through nature affect either the loss of deduction on the

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