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Retirement Plans in General

5,796 topics in this forum

  1. No Payout

    By prjrrr,
    • 3 replies
    • 1.3k views

  2. purchasing service credit

    By conniebrazil,
    • 0 replies
    • 472 views

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

    By AlbanyConsultant,
    • 2 replies
    • 786 views

  4. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds,
    • 3 replies
    • 2.3k views

  5. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer,
    • 5 replies
    • 1.8k views

  6. profit sharing deposit timing

    By Santo Gold,
    • 3 replies
    • 946 views

  7. Foreign owned company wants to recognize service with the parent

    By BG5150,
    • 4 replies
    • 2.2k views

  8. Who can establish a solo 401(k)?

    By Francis,
    • 2 replies
    • 855 views

  9. grandfathering in insurance policy?

    By AlbanyConsultant,
    • 3 replies
    • 877 views

  10. IRS "Made changes" notice

    By Basically,
    • 4 replies
    • 1.2k views

  11. When an unincorporated partner becomes a W-2 employee mid-year

    By Belgarath,
    • 3 replies
    • 1k views

  12. collectively bargained employees plan exclusion

    By Santo Gold,
    • 4 replies
    • 1.9k views

  13. Brother-Sister Group

    By EBECatty,
    • 7 replies
    • 1.2k views

  14. TIN Application Question

    By LMK TPA,
    • 0 replies
    • 514 views

  15. Affiliated Service Group; key and HCE employee determination

    By Santo Gold,
    • 7 replies
    • 1.1k views

  16. Statutory Employee - exclude from the 401k plan?

    By Santo Gold,
    • 3 replies
    • 789 views

  17. In-plan Roth Conversion ... clarificatioin

    By Basically,
    • 2 replies
    • 1.1k views

  18. 211 whistleblower process

    By drakecohen,
    • 0 replies
    • 595 views

  19. exclusion of NHCE as a class

    By justanotheradmin,
    • 4 replies
    • 1.5k views

  20. Plan Audit No Longer Required

    By 401kSteve,
    • 6 replies
    • 3.6k views

  21. ER makes a contribution for the Independent Contractor

    By Jakyasar,
    • 1 reply
    • 592 views

  22. solo 401(k) with Mega Back Door Roth

    By truphao,
    • 6 replies
    • 1.5k views

  23. Am I Thinking Unreasonably? (IRS AUDIT)

    By Basically,
    • 4 replies
    • 1.1k views

  24. MEP - waiver of eligibility requirements when joining

    By AlbanyConsultant,
    • 0 replies
    • 609 views

  25. No response from IRS

    By Basically,
    • 2 replies
    • 987 views

  26. Participant Opts Out (waives out)

    By Basically,
    • 9 replies
    • 1.9k views
    • Bri
    • Bri

  27. Reporting Direct Rollover (403b to IRA) for a Non-Resident Alien

    By KaJay,
    • 1 reply
    • 1.1k views

  28. S Corp plan

    By Bryan,
    • 4 replies
    • 1.5k views

  29. Affiliated Service Group

    By Belgarath,
    • 5 replies
    • 714 views

  30. HCE related question

    By Jakyasar,
    • 2 replies
    • 724 views

  31. Using Forfeitures for Participant Education - specifically Financial Wellness

    By 401kology,   
    • 7 replies
    • 1.5k views

  32. Can "Temporary Employees" be considered an excluded class?

    By Santo Gold,
    • 7 replies
    • 6.8k views

  33. Is this 11(g) amendment discriminatory?

    By cathyw,
    • 2 replies
    • 4.8k views

  34. Controlling plan provision: plan at time of death or time of correction?

    By t.haley,
    • 12 replies
    • 1.6k views

  35. Retirement Plan Start-up tax credits - Qualifying start-up costs - New Small Employer

    By Kris G,
    • 1 reply
    • 801 views

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

    By Peter Gulia,
    • 2 replies
    • 674 views

  37. Combo plan - union employee gateway

    By Jakyasar,
    • 2 replies
    • 992 views

  38. Start-up Costs - Employer Contribution Credit - Cash or accrual based employer contributions

    By Kris G,
    • 0 replies
    • 534 views

  39. Rolling over IRA to Plan to avoid RMDs

    By Dougsbpc,
    • 3 replies
    • 2.7k views

  40. § 416 Minimum Contribution Amounts and § 404(a)(3); § 404(a)(3) Limits Perhaps Waived for § 416 Minimum Contributions

    By Kent Allard,
    • 1 reply
    • 684 views

  41. Own Business with SIMPLE IRA, Options for additional self employment income

    By Thomas Jefferson,
    • 4 replies
    • 1k views

  42. Schedule K-1 question

    By Belgarath,
    • 7 replies
    • 865 views

  43. RMD Start date - checking

    By Jakyasar,
    • 7 replies
    • 1.1k views

  44. Profit sharing contribution allowed?

    By TPAAdvisor,
    • 4 replies
    • 1.5k views

  45. Sole Prop, PS Plan, Cont Calculation

    By Basically,
    • 5 replies
    • 863 views

  46. Invalid beneficiary designation?

    By Georgegip,
    • 0 replies
    • 503 views

  47. Mandatory distributions - jumping directly from $1,000 to $7,000

    By Belgarath,
    • 6 replies
    • 3.7k views

  48. 401a4 testing age for a combo plan

    By Jakyasar,
    • 2 replies
    • 811 views

  49. Combo plan testing with otherewise excludable employees

    By Jakyasar,
    • 2 replies
    • 608 views

  50. Additional employer adopting after the year end and deduction issues

    By Jakyasar,
    • 2 replies
    • 766 views
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