Retirement Plans in General

5,753 topics in this forum

1. Deductibility of PS and mid-year entrant comp

   By BG5150, March 15, 2017
   • 2 replies
   • 521 views
   • 
   • Mike Preston
   • March 15, 2017

2. top-paid group election among related employers

   By Bri, January 5, 2023
   • 2 replies
   • 1k views
   • 
   • Belgarath
   • January 9, 2023

3. GATT RATE

   By Guest LROD, February 5, 2009
   • 2 replies
   • 10.5k views
   • 
   • Guest
   • February 16, 2010

4. Deduction of late PS contribution

   By Cynchbeast, April 8, 2016
   • 2 replies
   • 642 views
   • 
   • Belgarath
   • April 8, 2016

5. Required Minimum Distribution

   By LMD1, December 6, 2016
   • 2 replies
   • 1k views
   • 
   • duckthing
   • December 6, 2016

6. Profit-Sharing Contribution

   By imchipbrown, June 14, 1999
   • 2 replies
   • 1.7k views
   • 
   • Dave Baker
   • June 18, 1999

7. must beneficiaries who elect to leave their balances in the plan compl

   By MR, August 25, 2000
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • August 26, 2000

8. Effective date of plan

   By Guest picwrc, June 16, 2005
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • June 16, 2005

9. If someone files a 1040 with a schedule C, when discerning the limit of annual additions for the owner, must this person reduce earned income by half

   By Guest Enda80, December 13, 2008
   • 2 replies
   • 875 views
   • 
   • Bird
   • December 15, 2008

10. IRS Inquiry

    By Zorro1k, February 19, 2016   

    • IRS
    • Inquiry
    • (and 2 more)

      Tagged with:

      • IRS
      • Inquiry
      • Due
      • Date
    • 2 replies
    • 815 views
    • 
    • ESOP Guy
    • February 19, 2016

11. IRS Q&A at ASPPA Conf

    By Fully Vested, August 25, 2017
    • 2 replies
    • 678 views
    • 
    • Fully Vested
    • August 28, 2017

12. NonResident Alien Now Resident Alien - Service and Comp

    By Gilmore, December 3, 2018
    • 2 replies
    • 545 views
    • 
    • Gilmore
    • December 3, 2018

13. EE is 50% business and 50% domestic - plan coverage?

    By Tom, October 28, 2019
    • 2 replies
    • 899 views
    • 
    • jpod
    • October 29, 2019

14. May an LLC establish the Equivalent of a Stock Option Plan

    By Guest McElroy, July 5, 2000
    • 2 replies
    • 1.9k views
    • 
    • IRC401
    • July 9, 2000

15. Employee Plan News-If you are not already a subscriber to this newsletter, you may be interested in signing up

    By Appleby, December 19, 2003
    • 2 replies
    • 1k views
    • 
    • Fredman
    • December 22, 2003

16. Terminating a retirement plan; what must one do?

    By Guest Enda80, January 10, 2009
    • 2 replies
    • 850 views
    • 
    • Jim Chad
    • January 10, 2009

17. Compensation Question: Is This Fringe Benefits?

    By PensionPro, March 18, 2013
    • 2 replies
    • 907 views
    • 
    • leevena
    • March 18, 2013

18. Coverage Test for Controlled Group--one co no longer in business

    By BG5150, December 3, 2018
    • 2 replies
    • 420 views
    • 
    • Kevin C
    • December 10, 2018

19. Canadian same-sex marriages

    By Guest rose1, September 10, 2003
    • 2 replies
    • 1k views
    • 
    • mbozek
    • September 10, 2003

20. Limited Partnership

    By Guest SPOT, October 23, 2001
    • 2 replies
    • 1.5k views
    • 
    • Erik Read
    • October 25, 2001

21. Which code section requires amending the plan for GUST, EGTRRA, 401(a)(9) and 401(a)(31)?

    By Guest Enda80, January 10, 2009
    • 2 replies
    • 951 views
    • 
    • Peanut Butter Man
    • January 11, 2009

22. when to disregard employee service for eligibility

    By Santo Gold, May 28, 2024
    • 2 replies
    • 670 views
    • 
    • Santo Gold
    • May 28, 2024

23. Free CE credits for ASPPA

    By cpc0506, March 16, 2017
    • 2 replies
    • 3.7k views
    • 
    • Gadgetfreak
    • March 17, 2017

24. vesting credit for prior (other) employment

    By Guest jreeger, June 18, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 23, 1999

25. To net or not to net?

    By Belgarath, April 5, 2021
    • 2 replies
    • 597 views
    • 
    • Belgarath
    • April 5, 2021

26. Copy of PLR

    By Appleby, May 7, 2007
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • May 9, 2007

27. Top Heavy rules and EGTRA

    By stephen, June 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • stephen
    • June 20, 2001

28. Annuity Purchase Rates

    By imchipbrown, March 1, 2002
    • 2 replies
    • 1.5k views
    • 
    • imchipbrown
    • March 2, 2002

29. Another Davis Bacon Question

    By Laura Harrington, August 7, 2009
    • 2 replies
    • 1.8k views
    • 
    • Laura Harrington
    • August 7, 2009

30. Do I need PTIN to do 5330?

    By BG5150, March 20, 2014
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • November 29, 2017

31. Conflicts of Interest with son as investment advisor

    By dmwe, March 16, 2017
    • 2 replies
    • 677 views
    • 
    • jpod
    • March 17, 2017

32. Massachusetts Schools Pension Plan for non teacher employees

    By Egold, April 6, 2022
    • 2 replies
    • 657 views
    • 
    • Peter Gulia
    • April 6, 2022

33. Top Heavy Minimum Allocations in 2 Plans

    By mming, October 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 2, 2001

34. what if my company b(company b bought my company a) files for bankrupt

    By Guest nharpist, December 29, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 30, 2000

35. Various questions in Affiliated Service Group situation; interlocking law firms

    By R. Butler, September 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 26, 2003

36. Revenue Procedure 2004-8

    By Belgarath, January 15, 2004
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 20, 2004

37. Fidelity Bond Question for retirement plans; any special exceptions for plans with separate accounts as opposed to a pooled account?

    By Guest Enda80, August 8, 2009
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • August 8, 2009

38. Benefits, Rights and Features

    By Doghouse, March 18, 2013   

    • Eligibility
    • 2 replies
    • 2k views
    • 
    • Doghouse
    • March 20, 2013

39. State play-or-pay laws to urge employers to facilitate retirement savings

    By Peter Gulia, December 29, 2015
    • 2 replies
    • 752 views
    • 
    • Peter Gulia
    • December 30, 2015

40. Is Participant Investment Direction a protected BR&F?

    By mgcpension, February 19, 2016
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • February 22, 2016

41. 295 Free Recorded Webcasts About Retirement Plans

    By Dave Baker, June 29, 2017
    • 2 replies
    • 673 views
    • 
    • Gadgetfreak
    • June 30, 2017

42. 1099R Questions

    By Pammie57, January 25, 2018
    • 2 replies
    • 608 views
    • 
    • Pammie57
    • January 25, 2018

43. Statutory Exclusions

    By Guest RS Vatalaro, June 30, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • July 12, 1999

44. leasing organizations and retirement plans - top heavy issue

    By eilano, January 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • dmb
    • January 19, 2001

45. GUST Deadline - New Plan

    By Guest Rand, September 8, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 17, 2001

46. Multiple Employer Plan - Another Question

    By Guest cease, June 17, 2003
    • 2 replies
    • 1.9k views
    • 
    • RTK
    • June 27, 2003

47. Contributions--timing of

    By Felicia, May 20, 2005
    • 2 replies
    • 1.2k views
    • 
    • Effen
    • May 20, 2005

48. Davis Bacon Plans

    By PMC, June 11, 2008
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 11, 2008

49. Garnishment of CHURCH PLAN pension benefits

    By Guest krijowri, April 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 20, 2009

50. Penalty for not issuing a 1099R

    By thepensionmaven, February 2, 2013
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • February 4, 2013