Retirement Plans in General

5,829 topics in this forum

1. If someone has both a profit-sharing plan and a money purchase plan, how do the limits on contributions and deductions apply?

   By Guest Enda80, March 29, 2008
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • March 29, 2008

2. Bank of America serving as a plan sponsor

   By Guest Enda80, March 29, 2008
   • 0 replies
   • 857 views
   • 
   • Guest
   • March 29, 2008

3. QDROs

   By Guest Enda80, March 27, 2008
   • 3 replies
   • 1.1k views
   • 
   • oriecat
   • March 27, 2008

4. Top heavy balance question, what do you include?

   By Guest Enda80, March 22, 2008
   • 12 replies
   • 4.3k views
   • 
   • Mike Preston
   • March 27, 2008

5. Are aftertax contribs. allowed & what is the authority?

   By Guest Gloria Goldberg, March 18, 2008
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • March 25, 2008

6. sole prop incorporates

   By betheeg, March 22, 2008
   • 4 replies
   • 1.5k views
   • 
   • betheeg
   • March 24, 2008

7. Top-paid group election question; it does not overrule the ownership or more than 5% of a company, correct?

   By Guest Enda80, March 23, 2008
   • 1 reply
   • 1.5k views
   • 
   • Mike Preston
   • March 23, 2008

8. Controlled Group- spousal

   By Guest jim williams, March 19, 2008
   • 4 replies
   • 2k views
   • 
   • J Simmons
   • March 20, 2008

9. Brother-Sister Controlled Group Question

   By Guest EMM118, March 19, 2008
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • March 19, 2008

10. must a plan meet qualification requirements every year?

    By bamma, March 17, 2008
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 18, 2008

11. Annual Additions and dual Employment

    By Guest dobsonlaw, March 12, 2008
    • 11 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2008

12. Nonunion work for union employees

    By Guest rgorman, February 5, 2008
    • 4 replies
    • 2.9k views
    • 
    • PLAN MAN
    • March 13, 2008

13. Deductions From Pay For Employer Contribution

    By Guest CudaLarry, March 12, 2008
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • March 12, 2008

14. vesting in short year

    By Guest m.n.ouellette, January 28, 2008
    • 11 replies
    • 4.3k views
    • 
    • mming
    • March 12, 2008

15. Top Heavy Defined Contribution PLan

    By Gary, March 5, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 11, 2008

16. When Does This Become A Prohibited Transaction?

    By mming, March 6, 2008
    • 2 replies
    • 3.4k views
    • 
    • Jim Norman
    • March 6, 2008

17. Insurance death benefit

    By AlbanyConsultant, March 4, 2008
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • March 4, 2008

18. Reallocation of forfeitures in QACA auto enroll plan

    By Guest Akkula, March 1, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 3, 2008

19. K-1 Self Employment Earnings

    By Penman2006, February 27, 2008
    • 4 replies
    • 3.6k views
    • 
    • Penman2006
    • February 28, 2008

20. Can a Prepaid PSP cont be deducted when deposited?

    By Moe Howard, February 26, 2008
    • 14 replies
    • 2.8k views
    • 
    • Mike Preston
    • February 26, 2008

21. 415 amounts calculated incorrectly

    By Guest Lisak, February 26, 2008
    • 0 replies
    • 896 views
    • 
    • Guest
    • February 26, 2008

22. Common Ownership

    By Guest rexbanner, February 20, 2008
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • February 25, 2008

23. IRS Audit Triggers

    By Young Curmudgeon, February 22, 2008
    • 0 replies
    • 1.2k views
    • 
    • Young Curmudgeon
    • February 22, 2008

24. FAS 157

    By J2D2, February 19, 2008
    • 2 replies
    • 5.4k views
    • 
    • J2D2
    • February 20, 2008

25. Participant Statements

    By Tom Poje, February 19, 2008
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • February 19, 2008

26. Always get EIN for Plan?

    By Jim Chad, February 15, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • February 15, 2008

27. Online EIN letter requiring IRS Form 945

    By maverick, February 13, 2008
    • 1 reply
    • 3.8k views
    • 
    • Bird
    • February 13, 2008

28. Amending MPP for increased contribution after close of PY

    By Guest Rocky, February 12, 2008
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • February 12, 2008

29. former key due to EGTRRA changes

    By R. Butler, February 7, 2008
    • 0 replies
    • 1.4k views
    • 
    • R. Butler
    • February 7, 2008

30. Family member mortgage

    By ombskid, February 4, 2008
    • 2 replies
    • 1.3k views
    • 
    • ombskid
    • February 5, 2008

31. Controlled Group

    By Blinky the 3-eyed Fish, February 4, 2008
    • 3 replies
    • 1.2k views
    • 
    • Calavera
    • February 5, 2008

32. Money Purchase Funding Waiver

    By Guest rulesrulesrules, January 30, 2008
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • January 31, 2008

33. Deposit of Employer Contribution

    By Below Ground, January 30, 2008
    • 4 replies
    • 1.6k views
    • 
    • Below Ground
    • January 31, 2008

34. Former Client adopted plan and left

    By John Feldt ERPA CPC QPA, January 28, 2008
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • January 29, 2008

35. Controlled Group Determination

    By Below Ground, January 21, 2008
    • 6 replies
    • 2.4k views
    • 
    • Below Ground
    • January 25, 2008

36. Employee would like no 401(k) taken from overtime check only

    By betheeg, January 23, 2008
    • 17 replies
    • 4.1k views
    • 
    • masteff
    • January 24, 2008

37. Last Day Rule

    By DP, January 9, 2008
    • 4 replies
    • 1.9k views
    • 
    • Young Curmudgeon
    • January 24, 2008

38. Salary continuation

    By Santo Gold, January 23, 2008
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • January 23, 2008

39. controlled group

    By Tom Poje, January 11, 2008
    • 7 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • January 22, 2008

40. Form 940 and W-2

    By Monica Barnard, January 21, 2008
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • January 21, 2008

41. IRC 4972 Mess-ups; accrued salaries to the rescue in some cases, perhaps

    By Guest Enda80, January 20, 2008
    • 1 reply
    • 3.3k views
    • 
    • Mike Preston
    • January 20, 2008

42. Surety bonds question; who has to get covered?

    By Guest Enda80, January 14, 2008
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 20, 2008

43. New 5329 allows request for waiver of underdistribution penalty

    By jevd, January 16, 2008
    • 0 replies
    • 1.5k views
    • 
    • jevd
    • January 16, 2008

44. Contribution Recovery

    By Guest confused, January 10, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2008

45. Bankruptcy and plan loans

    By katieinny, January 3, 2008
    • 4 replies
    • 1.4k views
    • 
    • katieinny
    • January 9, 2008

46. Early Retirement Window in 401(k) Plan

    By Guest Bearlee, January 3, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2008

47. Plan Document availability

    By Guest wlank, December 22, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • December 30, 2007

48. Employee Theft

    By pmacduff, October 31, 2007
    • 20 replies
    • 10.8k views
    • 
    • Guest
    • December 28, 2007

49. PEO Spinoff

    By Archimage, December 20, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 20, 2007

50. Merging Plans

    By Guest scottcal, May 24, 2007
    • 6 replies
    • 3.4k views
    • 
    • Earl
    • December 20, 2007