Retirement Plans in General

5,781 topics in this forum

1. family attribution & controlled group woes

   By Guest dubya, March 31, 2004
   • 2 replies
   • 1.2k views
   • 
   • Lame Duck
   • March 31, 2004

2. Large Bank Merger.... Take the $ and run?

   By K-t-F, December 14, 2006
   • 2 replies
   • 1.1k views
   • 
   • K-t-F
   • December 14, 2006

3. Permitted Dispairy

   By Guest RSpecht, October 22, 2010
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • October 22, 2010

4. $35,000 Limit for DC Plans

   By Guest John Sample, December 18, 2000
   • 2 replies
   • 1.5k views
   • 
   • Dave Baker
   • December 21, 2000

5. disqualified person/party in interest?

   By k man, November 15, 2006
   • 2 replies
   • 1.9k views
   • 
   • KJohnson
   • November 17, 2006

6. S Corps own a Practice as a partnership

   By HMCTPA, August 2, 2017   

   • s corps
   • partnership
   • (and 2 more)

     Tagged with:

     • s corps
     • partnership
     • k-1
     • w2
   • 2 replies
   • 521 views
   • 
   • HMCTPA
   • August 9, 2017

7. Amending Money Purchase Pension Plan - How frequent is too frequent?

   By Guest, December 9, 1999
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • December 28, 1999

8. Working for a municipality, can an employee have a 457 TSA and also a

   By Guest Curtis L. Walsh, July 19, 2000
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • July 20, 2000

9. Exclude class of HCE employees

   By eilano, April 9, 2003
   • 2 replies
   • 1.1k views
   • 
   • Mike Preston
   • April 10, 2003

10. Is a change to requiring one-year of marriage before death benefits wi

    By Guest RMM, December 23, 1999
    • 2 replies
    • 1.3k views
    • 
    • Dowist
    • December 28, 1999

11. Spousal signature witnessing

    By Jakyasar, October 6, 2020
    • 2 replies
    • 805 views
    • 
    • Jakyasar
    • October 7, 2020

12. new plan eligibility

    By Guest R. Daestrom, March 31, 2004
    • 2 replies
    • 948 views
    • 
    • Guest
    • March 31, 2004

13. Forfeitures

    By ALBailey, May 25, 2007
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • May 25, 2007

14. Class-based Alloc vs. Cross Testing

    By AlbanyConsultant, September 18, 2012
    • 2 replies
    • 999 views
    • 
    • ESOP Guy
    • September 18, 2012

15. HCE for 2017?

    By Earl, April 14, 2017
    • 2 replies
    • 905 views
    • 
    • duckthing
    • April 14, 2017

16. corrective amendment

    By eilano, June 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 18, 2004

17. Compensation for Benefits

    By rcline46, April 26, 2007
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • April 26, 2007

18. Beneficiary Designation

    By Guest Retirement4Life, July 24, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • July 24, 2008

19. Phased Retirement Plan - Employer Discretion

    By Carol V. Calhoun, August 2, 2017
    • 2 replies
    • 729 views
    • 
    • Luke Bailey
    • August 3, 2017

20. Now a controlled group

    By Guest RBlaine, July 5, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 6, 2005

21. Compensation - Schedule C and K1 combined?

    By Hojo, October 8, 2019
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • October 8, 2019

22. 401(h) and HIPAA

    By E as in ERISA, May 24, 2002
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • May 28, 2002

23. new DOL & AICPA website

    By DMcGovern, October 22, 2010
    • 2 replies
    • 994 views
    • 
    • masteff
    • October 22, 2010

24. DB/DC Combo - Gateway+top heavy

    By Jakyasar, March 13, 2021
    • 2 replies
    • 662 views
    • 
    • Jakyasar
    • March 14, 2021

25. PLR 9437042- Need a Copy

    By Appleby, December 7, 2005
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • December 7, 2005

26. Forfeitures - timing?

    By Chippy, April 13, 2018
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • April 13, 2018

27. Fiduciary vs Named Fiduciary

    By 52626, July 30, 2014
    • 2 replies
    • 1k views
    • 
    • masteff
    • July 30, 2014

28. Solo 401k, never filed 5500

    By Jakyasar, September 12, 2023
    • 2 replies
    • 710 views
    • 
    • Jakyasar
    • September 12, 2023

29. proper completion of SS-4

    By PensionNewbee, April 10, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 10, 2003

30. Excluding by income

    By Cynchbeast, May 21, 2013
    • 2 replies
    • 846 views
    • 
    • Jim Chad
    • May 22, 2013

31. New Sole-prop SEP IRA after terminated Solo 401k from S-corp?

    By Derek K, October 9, 2019   

    • two plans
    • sep ira
    • (and 1 more)

      Tagged with:

      • two plans
      • sep ira
      • solo 401k
    • 2 replies
    • 2.6k views
    • 
    • Derek K
    • October 10, 2019

32. Vesting Computation Period Change

    By Pam S., May 10, 2021
    • 2 replies
    • 1k views
    • 
    • Bird
    • May 11, 2021

33. Can a P/S plan that had been a target plan permit in-service withdrawa

    By MR, October 17, 2000
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • October 17, 2000

34. Family attribution rules and control group

    By TennesseeVeteran, November 12, 2025
    • 2 replies
    • 1.4k views
    • 
    • TennesseeVeteran
    • November 13, 2025

35. HCE related question

    By Jakyasar, March 10, 2024
    • 2 replies
    • 701 views
    • 
    • Jakyasar
    • March 10, 2024

36. How do you calculate interest for a 5330?

    By Guest Enda80, May 1, 2008
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 1, 2008

37. Actuarial Interest Rate Formula in F5500

    By VeryOldMan, March 13, 2021
    • 2 replies
    • 1k views
    • 
    • C. B. Zeller
    • March 15, 2021

38. New Form 2848

    By John Feldt ERPA CPC QPA, January 19, 2012
    • 2 replies
    • 1.5k views
    • 
    • Lou S.
    • January 23, 2012

39. Question on retirement benefits

    By Guest DWest, February 26, 1999
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • March 3, 1999

40. 414(s) related and bonuses being tested

    By Jakyasar, November 9, 2021
    • 2 replies
    • 1.2k views
    • 
    • DMcGovern
    • November 10, 2021

41. Joinder Agreement

    By Basically, September 13, 2023
    • 2 replies
    • 1.7k views
    • 
    • Paul I
    • September 13, 2023

42. Continental Benefit Administrators, Inc.

    By chris, February 21, 2001
    • 2 replies
    • 2k views
    • 
    • chris
    • June 5, 2001

43. Family member mortgage

    By ombskid, February 4, 2008
    • 2 replies
    • 1.1k views
    • 
    • ombskid
    • February 5, 2008

44. valuation of Life Insurance Policy

    By Guest Nixdad, February 12, 2010
    • 2 replies
    • 1.5k views
    • 
    • Ron Snyder
    • September 13, 2010

45. Merger and Partial Plan Termination

    By PMC, November 6, 2001
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • November 7, 2001

46. DC plan has standardized prototype but DB plan has volume submitter

    By Jakyasar, January 12, 2022
    • 2 replies
    • 504 views
    • 
    • Jakyasar
    • January 12, 2022

47. LTPT question

    By pmacduff, April 24, 2023
    • 2 replies
    • 859 views
    • 
    • pmacduff
    • June 14, 2023

48. OT - Judy Diamond marketing

    By Tax Cowboy, January 21, 2025   

    • marketing
    • retirement plans
    • 2 replies
    • 3.4k views
    • 
    • Bantais
    • October 6, 2025

49. What are common pitfalls of administering Davis Bacon plans?

    By Guest Stacey L Miller, April 2, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 5, 2001

50. Leased Employees

    By Guest Delite, August 31, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 4, 2001