Retirement Plans in General

5,753 topics in this forum

1. Is this employee a participant?

   By Jakyasar, October 20, 2021
   • 2 replies
   • 552 views
   • 
   • Jakyasar
   • October 21, 2021

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

   By Guest Enda80, November 28, 2008
   • 2 replies
   • 851 views
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   • J Simmons
   • November 28, 2008

3. Fiduciary Duty and Valuation of Stock in a Closely-Held Company

   By Guest Edward McElroy, April 8, 2002
   • 2 replies
   • 1.4k views
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   • Kirk Maldonado
   • April 10, 2002

4. Sitting on the horns of a dilemma

   By Guest Dash02, October 7, 2009
   • 2 replies
   • 1.1k views
   • 
   • PensionPro
   • October 10, 2009

5. Valuation Date

   By Guest djsimonetti, November 23, 1998
   • 2 replies
   • 1.7k views
   • 
   • richard
   • November 24, 1998

6. Aggregation of fees/Prohibted Transactions

   By MoJo, October 5, 1999
   • 2 replies
   • 2.5k views
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   • Dowist
   • October 12, 1999

7. Who signs a Plan Doc when multiple owners are not all Ind. Trustees?

   By TPApril, July 12, 2022
   • 2 replies
   • 767 views
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   • Ilene Ferenczy
   • July 13, 2022

8. DoL audit comments - Robert Doyle

   By Guest Brad Brewer, November 11, 1998
   • 2 replies
   • 1.6k views
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   • Guest
   • November 24, 1998

9. Partial Termination of Plan

   By Guest budman, March 20, 2003
   • 2 replies
   • 1.2k views
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   • david rigby
   • March 20, 2003

10. S-Corp Distributions As Plan Compensation

    By Guest merlin, April 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 7, 2003

11. Controlled Group & 2018 contributions

    By Pammie57, April 8, 2019
    • 2 replies
    • 601 views
    • 
    • Luke Bailey
    • April 9, 2019

12. Amendment deadline for changing plan year

    By John A, October 12, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 12, 1999

13. Calculating Partner Contribution/Compensation

    By Guest LauraH, March 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • David MacLennan
    • April 1, 2003

14. Traders' income for pension purposes

    By Guest IntPenDes, November 10, 1998
    • 2 replies
    • 1.7k views
    • 
    • imchipbrown
    • November 24, 1998

15. Erroneous Deposit of Money Owed to Plan

    By Christine Roberts, July 13, 2000
    • 2 replies
    • 2k views
    • 
    • pjkoehler
    • July 14, 2000

16. Davis Bacon Plans. I need bundled provider

    By Guest brettlopez, December 12, 2000
    • 2 replies
    • 1.8k views
    • 
    • MR
    • December 19, 2000

17. Fees for locator services paid by plan

    By Guest Rae, May 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 28, 2004

18. Prohibited Transaction?

    By eilano, November 30, 2005
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 30, 2005

19. Failure to file 1099-R

    By Guest Cbanarer, November 24, 1998
    • 2 replies
    • 4k views
    • 
    • Guest
    • November 25, 1998

20. Retroactive Plan Amendment

    By Guest bogart126, October 30, 2001
    • 2 replies
    • 1.5k views
    • 
    • Medusa
    • October 30, 2001

21. Particiption in Multiple Plans Simultaneously

    By flosfur, April 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 29, 2003

22. Is this a Control Group/Affiliated Service Group?

    By himt4, December 21, 2004
    • 2 replies
    • 1.2k views
    • 
    • himt4
    • December 22, 2004

23. Would a March 8 government shutdown affect your work?

    By Peter Gulia, February 26, 2024
    • 2 replies
    • 596 views
    • 
    • Peter Gulia
    • February 26, 2024

24. Timing of Recognition of Amendments for Valuation Purposes

    By Guest HarveyC, August 30, 2002
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 30, 2002

25. Minimum Gateway Contribution

    By MarZDoates, December 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • December 2, 2004

26. Combo plan - union employee gateway

    By Jakyasar, February 26, 2024
    • 2 replies
    • 896 views
    • 
    • david rigby
    • February 26, 2024

27. different allocation by location... if it's not in the plan document

    By AlbanyConsultant, April 22, 2024
    • 2 replies
    • 719 views
    • 
    • AlbanyConsultant
    • April 23, 2024

28. Company sold division - year end profit share question

    By pmacduff, February 9, 2017
    • 2 replies
    • 634 views
    • 
    • K2
    • February 10, 2017

29. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

    By PMZJohn, November 15, 2019
    • 2 replies
    • 924 views
    • 
    • PMZJohn
    • November 19, 2019

30. Can plan assets be used to pay real estate taxes?

    By John A, November 21, 2000
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • November 21, 2000

31. Coverable Employees?

    By Gilmore, May 14, 2004
    • 2 replies
    • 1.1k views
    • 
    • Gilmore
    • May 20, 2004

32. Summary Annual Report & Employee-Directed

    By Lynn Campbell, October 6, 1999
    • 2 replies
    • 1.4k views
    • 
    • richard
    • October 19, 1999

33. Davis-Bacon plan

    By Guest PMiller, November 19, 2001
    • 2 replies
    • 2.6k views
    • 
    • IRC401
    • November 29, 2001

34. K1 income

    By alexa, October 9, 2003
    • 2 replies
    • 1.6k views
    • 
    • R. Butler
    • October 10, 2003

35. Year End Checklist

    By R. Butler, January 8, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • January 8, 2001

36. Contributio Made After Corporate 1120S Filed

    By Guest San Diego Benefits Guy, June 19, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 19, 2007

37. Excluding high paid NHCEs

    By TPAnnie, April 23, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • April 24, 2009

38. GAO Fee Survey

    By Guest JohnCal, July 6, 2011
    • 2 replies
    • 1k views
    • 
    • pmacduff
    • July 7, 2011

39. Sole proprietor failed to make 2003 contribution to his money purchase plan - consequences?

    By Guest Hilarion, December 22, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2004

40. controlled group inclusion, with a twist

    By Santo Gold, February 28, 2007
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • February 28, 2007

41. Fringe Benefit?

    By KateSmithPA, December 5, 2012
    • 2 replies
    • 1.1k views
    • 
    • KateSmithPA
    • December 5, 2012

42. 12(b)(1) fees - can broker/dealer pocket them on their own plan if the

    By Guest michaelv, October 31, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 5, 2000

43. Different Waiting Periods/vesting for Different Groups of Employees

    By smm, March 20, 2006
    • 2 replies
    • 2k views
    • 
    • smm
    • March 22, 2006

44. 8955-SSA "Special Extension" box

    By frizzyguy, July 6, 2011
    • 2 replies
    • 1.1k views
    • 
    • frizzyguy
    • July 6, 2011

45. Cashouts when discontinuing MEP participation

    By shERPA, April 12, 2015
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • September 8, 2015

46. Web Subscriber services for Retirement Plans (401k, 403b, 457,etc etc)

    By Guest CPeterson, December 7, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 8, 1998

47. SIMPLE IRA 3-digit plan number

    By PensionPro, April 14, 2020
    • 2 replies
    • 1.1k views
    • 
    • PensionPro
    • April 14, 2020

48. k-1 Earnings

    By Guest erepper, March 6, 2009
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • March 7, 2009

49. Is she really the employer?

    By Santo Gold, October 29, 2018
    • 2 replies
    • 674 views
    • 
    • Larry Starr
    • October 30, 2018

50. Governmental Plans

    By Guest slt, October 20, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 1999