Retirement Plans in General

5,781 topics in this forum

1. May a Qualified Termination Administrator wind up a portion of a retirement plan?

   By Peter Gulia, November 5, 2020   

   • qta; abandoned
   • 1 reply
   • 472 views
   • 
   • Peter Gulia
   • November 10, 2020

2. Nondeductible contrib. due to forfeitures?

   By John A, September 11, 2001
   • 1 reply
   • 1.3k views
   • 
   • wmyer
   • September 12, 2001

3. MP conversion to profit sharing

   By k man, May 15, 2002
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • May 15, 2002

4. Vesting schedule amendment - affect on non-participants

   By Santo Gold, April 12, 2007
   • 1 reply
   • 1.2k views
   • 
   • Santo Gold
   • April 12, 2007

5. Timing of restating a money purchase plan to a ps plan-

   By pbarrett, December 28, 2001
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • December 28, 2001

6. Trust with no sponsor

   By ombskid, August 8, 2008
   • 1 reply
   • 939 views
   • 
   • J Simmons
   • August 8, 2008

7. Max Employer Contribution Limit

   By mjf06241972, September 14, 2020
   • 1 reply
   • 635 views
   • 
   • Lou S.
   • September 14, 2020

8. Pension Reform and QTIP trusts

   By dmb, May 29, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • June 5, 2001

9. 2 different PS allocations in the same plan

   By Santo Gold, September 15, 2006
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • September 15, 2006

10. Predecessor Employer

    By Guest kjungkin, October 1, 1998
    • 1 reply
    • 2.3k views
    • 
    • david shipp
    • October 1, 1998

11. vESTING ON TERMINATION

    By Guest Cbanarer, October 2, 1998
    • 1 reply
    • 2k views
    • 
    • imchipbrown
    • October 3, 1998

12. Combo plan testing - different results in for different software

    By Jakyasar, June 4, 2024
    • 1 reply
    • 663 views
    • 
    • Bri
    • June 4, 2024

13. Statistical Request

    By Guest Paul Vickers, October 25, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 6, 2000

14. Help to clarify break in service rules

    By jkharvey, August 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 6, 2002

15. Rev Rul 76-28

    By Jakyasar, August 17, 2021
    • 1 reply
    • 856 views
    • 
    • Peter Gulia
    • August 17, 2021

16. Fiduciary responsibility in an ERISA plan

    By Don Levit, January 20, 2006
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • January 25, 2006

17. ah, ya gotta love PPA

    By Tom Poje, August 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • August 14, 2007

18. Disqualified plan losing deduction for form 1120, 1120S, schedule C on form 1040, etc.; absolutely or to the degree non-vested? Please provide referen

    By Guest Enda80, October 29, 2008
    • 1 reply
    • 811 views
    • 
    • GBurns
    • October 29, 2008

19. 415 limits, SEP and 403b contributions and control requirements

    By Guest ithprof, January 6, 2011
    • 1 reply
    • 2.1k views
    • 
    • Appleby
    • January 21, 2011

20. Doc real estate investment/appraisal 5500 question

    By jmartin, May 28, 2015
    • 1 reply
    • 911 views
    • 
    • david rigby
    • May 28, 2015

21. Terminating DC Plan

    By Guest Jim Brennan, October 7, 1998
    • 1 reply
    • 1.9k views
    • 
    • Lynn Campbell
    • October 8, 1998

22. Reversion of Plan Assets

    By Guest LoloV, February 4, 2002
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • February 5, 2002

23. Integrated Money Purchase formula

    By Guest mpark, August 27, 2002
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • August 27, 2002

24. Taxable term cost reporting

    By Belgarath, December 4, 2006
    • 1 reply
    • 1.5k views
    • 
    • SoCalActuary
    • December 8, 2006

25. Change in Plan Year

    By Guest Sieve, January 7, 2011
    • 1 reply
    • 925 views
    • 
    • J Simmons
    • January 7, 2011

26. Controlled Group for 415 limits

    By Young Curmudgeon, April 1, 2011
    • 1 reply
    • 1.5k views
    • 
    • QNPG
    • April 1, 2011

27. Individually Designed Plan- PPA Update

    By coleboy, December 13, 2016
    • 1 reply
    • 859 views
    • 
    • UtahCPA-APA
    • December 14, 2016

28. calculating earnings on missed contribution

    By Guest dlm, August 18, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 18, 1999

29. testing for plan with only vested terminees

    By PensionNewbee, July 14, 2003
    • 1 reply
    • 960 views
    • 
    • Blinky the 3-eyed Fish
    • July 14, 2003

30. Box 13 on Form W-2

    By Guest Tad77, December 20, 2005
    • 1 reply
    • 3.2k views
    • 
    • JanetM
    • December 20, 2005

31. Termination of IRS Audit Assessment: Form 872T?

    By Tax Cowboy, May 28, 2019   

    • audit termination
    • 1 reply
    • 891 views
    • 
    • thepensionmaven
    • May 31, 2019

32. Document Rate

    By imchipbrown, October 7, 1998
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • October 8, 1998

33. 1099 Software

    By Dougsbpc, January 6, 2021
    • 1 reply
    • 492 views
    • 
    • david rigby
    • January 6, 2021

34. Pension Box - 1978 W2

    By Guest Corey, October 8, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 8, 1998

35. Money Purchase Plan Integrated Formula

    By eilano, August 19, 1999
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • August 20, 1999

36. Nonresident Alien Employees

    By Guest DLearning, February 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Harwood
    • February 25, 2004

37. Government 401(a) Plan

    By Nassau, October 10, 2012
    • 1 reply
    • 1.1k views
    • 
    • Everett Moreland
    • October 10, 2012

38. Exclusion of Davis Bacon Employees

    By Guest rshrake, October 6, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 13, 1998

39. One Participant Retirement Plan

    By Guest John Sample, November 13, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 13, 2001

40. Rental Income

    By jane123, March 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 24, 2004

41. Must the Employer have a purpose?

    By Dennis Povloski, December 9, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 9, 2010

42. Unused Sick Leave as Plan Contribution

    By Christine Roberts, August 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • August 23, 1999

43. For 5330 - Filer Tax Year for Off-Calendar Tax Year

    By PensionPro, June 16, 2021
    • 1 reply
    • 774 views
    • 
    • Peter Gulia
    • June 16, 2021

44. Plan Entry w/18 month Year's of Service

    By Jean, May 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • May 13, 2003

45. EGTRRA Remedial Amendment Period

    By J Simmons, April 17, 2008
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • April 17, 2008

46. spousal exception/minor child and unrelated owner

    By Draper55, December 13, 2021
    • 1 reply
    • 525 views
    • 
    • Bri
    • December 13, 2021

47. Can someone participate in MPP/PS plans, plus have a SEP on the side?

    By DP, January 23, 2001
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • January 30, 2001

48. Life Insurance

    By Guest cease, June 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • June 3, 2003

49. Compensation for LLC taxed as partnership.

    By perkinsran, October 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • October 6, 2003

50. Required distribution?

    By richard, October 17, 1998
    • 1 reply
    • 2.2k views
    • 
    • Larry M
    • October 17, 1998