Retirement Plans in General

5,781 topics in this forum

1. In-plan Roth Conversion ... clarificatioin

   By Basically, March 28, 2024
   • 2 replies
   • 1k views
   • 
   • R Griffith
   • March 29, 2024

2. Control Groups

   By Guest terric, December 19, 2003
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • December 31, 2003

3. Plan and fiscal year don't match

   By Belgarath, November 30, 2018
   • 2 replies
   • 1.2k views
   • 
   • Belgarath
   • December 3, 2018

4. Protection of plan assets accrued in non ERISA plans

   By mbozek, April 28, 2004
   • 2 replies
   • 1.7k views
   • 
   • KJohnson
   • April 29, 2004

5. contributions

   By Felicia, July 14, 2005
   • 2 replies
   • 1.5k views
   • 
   • mbozek
   • July 14, 2005

6. Rule of Parity / BIS Question

   By KCA, May 24, 2012
   • 2 replies
   • 3.3k views
   • 
   • KCA
   • May 24, 2012

7. Plan options for a self employed, 58 year old sole employee

   By kwalified, August 21, 2012
   • 2 replies
   • 918 views
   • 
   • ETA Consulting LLC
   • August 22, 2012

8. Loans and IRS audit

   By Cynchbeast, October 21, 2013
   • 2 replies
   • 1.1k views
   • 
   • shERPA
   • October 21, 2013

9. Using prior income for DB Plan

   By Earl, August 25, 2017
   • 2 replies
   • 720 views
   • 
   • Larry Starr
   • August 30, 2017

10. Two year entry

    By Karen McIver, April 1, 2021
    • 2 replies
    • 2.1k views
    • 
    • Karen McIver
    • April 1, 2021

11. Controlled Group - Two Plans to Avoid Audit and Permissive Aggregation Question

    By Will.I.Am, August 26, 2022
    • 2 replies
    • 860 views
    • 
    • Will.I.Am
    • August 30, 2022

12. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath, August 2, 2023
    • 2 replies
    • 670 views
    • 
    • Roycal
    • August 3, 2023

13. Incorrect Vesting % on Annual Statements

    By chris, June 3, 2002
    • 2 replies
    • 1.9k views
    • 
    • chris
    • June 4, 2002

14. False identity of participant

    By Guest BJW, October 22, 2002
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • October 23, 2002

15. Money Purchase Minimum Funding

    By Guest ehayes, March 13, 2003
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • March 13, 2003

16. Direct rollover to Roth - some pre-tax and some post-tax

    By Belgarath, July 12, 2010
    • 2 replies
    • 979 views
    • 
    • Belgarath
    • July 13, 2010

17. K-1 comp question

    By BG5150, September 8, 2015
    • 2 replies
    • 813 views
    • 
    • Belgarath
    • September 8, 2015

18. Wrong Form 5500

    By randy, August 25, 2017
    • 2 replies
    • 1.3k views
    • 
    • stephen
    • September 1, 2017

19. Link to technical explanation etc

    By Appleby, February 20, 2007
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • March 8, 2007

20. Deductibility of PS and mid-year entrant comp

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

21. top-paid group election among related employers

    By Bri, January 5, 2023
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • January 9, 2023

22. GATT RATE

    By Guest LROD, February 5, 2009
    • 2 replies
    • 10.6k views
    • 
    • Guest
    • February 16, 2010

23. Deduction of late PS contribution

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

24. Required Minimum Distribution

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

25. Profit-Sharing Contribution

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

26. 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

27. Effective date of plan

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

28. 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
    • 890 views
    • 
    • Bird
    • December 15, 2008

29. IRS Inquiry

    By Zorro1k, February 19, 2016   

    • IRS
    • Inquiry
    • (and 2 more)

      Tagged with:

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

30. IRS Q&A at ASPPA Conf

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

31. NonResident Alien Now Resident Alien - Service and Comp

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

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

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

33. 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

34. 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

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

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

36. Compensation Question: Is This Fringe Benefits?

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

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

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

38. Canadian same-sex marriages

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

39. Limited Partnership

    By Guest SPOT, October 23, 2001
    • 2 replies
    • 1.6k views
    • 
    • Erik Read
    • October 25, 2001

40. 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
    • 968 views
    • 
    • Peanut Butter Man
    • January 11, 2009

41. when to disregard employee service for eligibility

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

42. Free CE credits for ASPPA

    By cpc0506, March 16, 2017
    • 2 replies
    • 3.8k views
    • 
    • Gadgetfreak
    • March 17, 2017

43. vesting credit for prior (other) employment

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

44. To net or not to net?

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

45. Copy of PLR

    By Appleby, May 7, 2007
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • May 9, 2007

46. Top Heavy rules and EGTRA

    By stephen, June 19, 2001
    • 2 replies
    • 1.6k views
    • 
    • stephen
    • June 20, 2001

47. Annuity Purchase Rates

    By imchipbrown, March 1, 2002
    • 2 replies
    • 1.6k views
    • 
    • imchipbrown
    • March 2, 2002

48. Another Davis Bacon Question

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

49. Do I need PTIN to do 5330?

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

50. Conflicts of Interest with son as investment advisor

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