Retirement Plans in General

5,753 topics in this forum

1. Phased Retirement Plan - Employer Discretion

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

2. Now a controlled group

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

3. Compensation - Schedule C and K1 combined?

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

4. 401(h) and HIPAA

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

5. new DOL & AICPA website

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

6. DB/DC Combo - Gateway+top heavy

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

7. PLR 9437042- Need a Copy

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

8. Forfeitures - timing?

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

9. Fiduciary vs Named Fiduciary

   By 52626, July 30, 2014
   • 2 replies
   • 999 views
   • 
   • masteff
   • July 30, 2014

10. Solo 401k, never filed 5500

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

11. proper completion of SS-4

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

12. Excluding by income

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

13. 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
    • 2.3k views
    • 
    • Derek K
    • October 10, 2019

14. Vesting Computation Period Change

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

15. 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

16. Family attribution rules and control group

    By TennesseeVeteran, November 12
    • 2 replies
    • 659 views
    • 
    • TennesseeVeteran
    • November 13

17. HCE related question

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

18. How do you calculate interest for a 5330?

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

19. Actuarial Interest Rate Formula in F5500

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

20. New Form 2848

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

21. Question on retirement benefits

    By Guest DWest, February 26, 1999
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 3, 1999

22. 414(s) related and bonuses being tested

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

23. Joinder Agreement

    By Basically, September 13, 2023
    • 2 replies
    • 1.6k views
    • 
    • Paul I
    • September 13, 2023

24. Continental Benefit Administrators, Inc.

    By chris, February 21, 2001
    • 2 replies
    • 1.9k views
    • 
    • chris
    • June 5, 2001

25. Family member mortgage

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

26. valuation of Life Insurance Policy

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

27. Merger and Partial Plan Termination

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

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

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

29. LTPT question

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

30. OT - Judy Diamond marketing

    By Tax Cowboy, January 21   

    • marketing
    • retirement plans
    • 2 replies
    • 2.7k views
    • 
    • Bantais
    • October 6

31. 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

32. Leased Employees

    By Guest Delite, August 31, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 4, 2001

33. Setting up a SIMPLE IRA plan after a 401(k) plan is terminated.

    By katieinny, August 16, 2002
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • August 16, 2002

34. Forms and Notices for Participants

    By Pammie57, August 23, 2019
    • 2 replies
    • 800 views
    • 
    • Pammie57
    • August 26, 2019

35. Controlled Group?

    By richard, March 5, 1999
    • 2 replies
    • 1.6k views
    • 
    • Dave Baker
    • March 6, 1999

36. Uniform General Power of Attorney Act

    By J Simmons, September 22, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 2008

37. Related Rollover or not?

    By cpc0506, March 19, 2016
    • 2 replies
    • 2.1k views
    • 
    • Kevin C
    • March 22, 2016

38. Need advice on whether to return to work full-time

    By Guest, March 10, 2000
    • 2 replies
    • 1.5k views
    • 
    • Disco Stu
    • March 10, 2000

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

    By Guest m.n.ouellette, November 12, 2008
    • 2 replies
    • 914 views
    • 
    • Guest
    • November 13, 2008

40. Fidelity Bond Requirements for a Retirement Plan

    By Guest Enda80, May 31, 2009
    • 2 replies
    • 1.8k views
    • 
    • WDIK
    • June 1, 2009

41. New sponsor

    By ombskid, February 24, 2011
    • 2 replies
    • 928 views
    • 
    • ombskid
    • February 24, 2011

42. PS Contribution in 401(k) Plan

    By msmith, August 23, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 23, 2011

43. Participant statements

    By BG5150, August 9, 2012
    • 2 replies
    • 870 views
    • 
    • BG5150
    • August 10, 2012

44. Deduction where FY is different than PY

    By Jakyasar, June 16, 2020
    • 2 replies
    • 1.2k views
    • 
    • Larry Starr
    • June 16, 2020

45. Remove life insurance as investment option?

    By Guest boberlander, December 20, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 21, 2000

46. Self-Employment Earned Income and Permitted Disparity

    By Guest Enda80, April 4, 2009
    • 2 replies
    • 947 views
    • 
    • Guest
    • April 6, 2009

47. Is it ever imprudent to get rid of a service provider that can't meet an information request?

    By Peter Gulia, April 2, 2012
    • 2 replies
    • 879 views
    • 
    • Peter Gulia
    • April 3, 2012

48. 1099 R Question

    By Pammie57, January 11, 2017
    • 2 replies
    • 552 views
    • 
    • Lou S.
    • January 11, 2017

49. Final Rule - PBGC Missing Participants Program

    By Madison71, January 9, 2018
    • 2 replies
    • 640 views
    • 
    • Madison71
    • January 10, 2018

50. What is DOL form EBS-1

    By Guest Fishchick, March 14, 2000
    • 2 replies
    • 3.9k views
    • 
    • Kirk Maldonado
    • March 14, 2000