Retirement Plans in General

5,753 topics in this forum

1. State needs to receive 5500?

   By Dennis Povloski, April 3, 2008
   • 2 replies
   • 912 views
   • 
   • Dennis Povloski
   • April 3, 2008

2. Investment Mistake/Additional Assets After Part Made Whole

   By Zorro1k, October 19, 2015   

   • investment
   • plan asset
   • (and 2 more)

     Tagged with:

     • investment
     • plan asset
     • plan assets
     • mistake
   • 2 replies
   • 894 views
   • 
   • Zorro1k
   • October 19, 2015

3. Where do the terms "ER" and "EE" come from?

   By ESOP Guy, February 1, 2021
   • 2 replies
   • 812 views
   • 
   • BG5150
   • December 29, 2021

4. ODBC vs. RTS versions

   By Guest TrustMe401k, January 27, 2000
   • 2 replies
   • 2k views
   • 
   • Earl
   • January 29, 2001

5. Prenuptial agreements and separation

   By Guest kandria72, February 1, 2003
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • February 3, 2003

6. Death Audits

   By Guest toddlok, March 16, 2009
   • 2 replies
   • 1k views
   • 
   • Guest
   • March 16, 2009

7. Plan documents & Docusign

   By doombuggy, September 24, 2009
   • 2 replies
   • 1.5k views
   • 
   • doombuggy
   • October 1, 2009

8. Roth Rollover as RMD

   By rcline46, December 23, 2010
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • December 23, 2010

9. Early 5500 Filing

   By Cynchbeast, May 11, 2011
   • 2 replies
   • 1.1k views
   • 
   • SMB
   • May 12, 2011

10. Can they deduct 2017 contrib on 2018 taxes?

    By BG5150, August 8, 2018
    • 2 replies
    • 465 views
    • 
    • Larry Starr
    • August 8, 2018

11. SIMPLE IRA

    By Jeannine, February 17, 2023
    • 2 replies
    • 681 views
    • 
    • Jeannine
    • February 17, 2023

12. Affiliated Service Group Question/Sanity Check

    By CuseFan, May 2, 2019
    • 2 replies
    • 683 views
    • 
    • CuseFan
    • May 2, 2019

13. ERISA Bond

    By Dan, April 5, 1999
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • November 1, 2002

14. Death Benefit Payout Periods under SECURE Act

    By Belgarath, October 14, 2020
    • 2 replies
    • 520 views
    • 
    • cathyw
    • October 14, 2020

15. Part-time employees

    By perkinsran, September 20, 2021
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • September 21, 2021

16. Nice trust officers' portal site found

    By Dave Baker, February 2, 2000
    • 2 replies
    • 5.3k views
    • 
    • Dave Baker
    • July 8, 2003

17. No response from IRS

    By Basically, March 15, 2024
    • 2 replies
    • 906 views
    • 
    • Jaded
    • March 18, 2024

18. SIMPLE IRA into DB Plan - 2024

    By Jakyasar, July 15, 2024
    • 2 replies
    • 596 views
    • 
    • Kac1214
    • July 17, 2024

19. FreeERISA.com

    By JanetM, August 20, 2002
    • 2 replies
    • 1.7k views
    • 
    • JanetM
    • August 20, 2002

20. Affiliate Service Group and Independent Contractor

    By Guest MarcA, July 31, 2009
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 12, 2009

21. controlled groups and attribution

    By Guest Bob Monte, September 4, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 5, 2001

22. Form 5500, Schedule I, Question 4k

    By Guest taj32z, February 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 20, 2003

23. Under Age Children in plan

    By Guest tajcc, February 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • February 13, 2007

24. VCP Submission Backlog? 11 months and counting?

    By Jaeded, May 2, 2023
    • 2 replies
    • 734 views
    • 
    • Barbara
    • May 4, 2023

25. pro rating the SSTWB integration limit in a short year (plan term)

    By AlbanyConsultant, January 24, 2024
    • 2 replies
    • 748 views
    • 
    • AlbanyConsultant
    • January 24, 2024

26. FRS 17 - new UK accounting standard

    By JanetM, May 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • May 9, 2002

27. Embezzled funds

    By Guest RMPension, October 25, 2006
    • 2 replies
    • 3.1k views
    • 
    • Belgarath
    • October 26, 2006

28. New Form 5307 (3/08)

    By J Simmons, April 5, 2008
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • May 15, 2008

29. PS58 Costs - Insurance in 401(k)

    By Cynchbeast, April 18, 2013
    • 2 replies
    • 4.4k views
    • 
    • DMcGovern
    • April 18, 2013

30. Calculating Partership Compensation

    By Guest Hartnett123, March 18, 2004
    • 2 replies
    • 929 views
    • 
    • Guest
    • March 18, 2004

31. Amendment timing

    By dmb, November 25, 2002
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • November 25, 2002

32. Cash-out rules

    By Guest Patkelley007, January 18, 2007
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 19, 2007

33. 3401(a) exlcude sales commissions?

    By Guest Enda80, April 6, 2008
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 7, 2008

34. Date of Plan Adoption

    By thepensionmaven, December 22, 2022
    • 2 replies
    • 617 views
    • 
    • CuseFan
    • December 23, 2022

35. Reasonable Compensation Guidance

    By youngbenefitslawyer, June 16
    • 2 replies
    • 3.3k views
    • 
    • Artie M
    • June 17

36. Sole Owner and ERISA Plan

    By SRM, July 29, 2004
    • 2 replies
    • 2.3k views
    • 
    • SRM
    • July 29, 2004

37. 3 owners form an LLC, but want different benefits from the plan(s)

    By Santo Gold, March 9, 2007
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 11, 2007

38. Deduction for short plan year

    By Guest Sieve, July 29, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 29, 2008

39. Distributions for person difficult to locate; purely hypothetical case

    By Guest Enda80, June 3, 2009
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • June 3, 2009

40. Related group rules for non-profits

    By R. Butler, May 23, 2016
    • 2 replies
    • 725 views
    • 
    • rcline46
    • May 24, 2016

41. EGTRRA and rollovers into a 401(a) plan.

    By Belgarath, May 9, 2002
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • May 9, 2002

42. retirement plans through the years

    By Guest nynaeve, May 4, 2009
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • May 4, 2009

43. Year of Service and Part-time Participants

    By Guest jgordon, April 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 14, 2003

44. What's the difference between a "common" trust and a "collective" trust?

    By Guest rpreston, May 26, 2003
    • 2 replies
    • 12.3k views
    • 
    • Harwood
    • May 28, 2003

45. Timing of Deductible Employer Contribution Deposit

    By Buckoosier, March 11, 2014
    • 2 replies
    • 883 views
    • 
    • Buckoosier
    • March 12, 2014

46. Match and locations

    By S- Milwaukee, May 24, 2016   

    • match
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • May 24, 2016

47. SMM Requirements as to content

    By Belgarath, January 17, 2019
    • 2 replies
    • 753 views
    • 
    • Belgarath
    • January 17, 2019

48. How do you correct filing duplicate 1099-Rs?

    By John A, March 31, 2000
    • 2 replies
    • 2.3k views
    • 
    • John A
    • April 11, 2000

49. 414(s) compensation

    By Guest ENT, December 13, 2011
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 13, 2011

50. Non-Profit Interested in 401(k) Plan

    By Dougsbpc, October 20, 2015
    • 2 replies
    • 689 views
    • 
    • QDROphile
    • October 21, 2015