Retirement Plans in General

5,751 topics in this forum

1. 60 days from Business account?

   By SSRRS, March 3, 2023
   • 7 replies
   • 931 views
   • 
   • Lou S.
   • March 7, 2023

2. 7.5% Gateway with SEP

   By Gary Lesser, February 5, 2004
   • 3 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • February 24, 2004

3. 70 1/2 and RMD orgination presentation

   By jmartin, August 26, 2015
   • 3 replies
   • 903 views
   • 
   • mbozek
   • August 28, 2015

4. 70 1/2 Minimum Required Distributions

   By Guest klc, September 21, 1999
   • 1 reply
   • 1.3k views
   • 
   • Kathy
   • September 22, 1999

5. 80/120 Rule

   By lcollins300, May 5, 2021
   • 5 replies
   • 1.5k views
   • 
   • lcollins300
   • May 6, 2021

6. 8955-SSA "Special Extension" box

   By frizzyguy, July 6, 2011
   • 2 replies
   • 1.1k views
   • 
   • frizzyguy
   • July 6, 2011

7. 8955-SSA Late Penalty Letters

   By ESOPMomma, August 23, 2023
   • 43 replies
   • 11.5k views
   • 
   • LauraERPA
   • December 5, 2023

8. 8955-SSA on takeover plan

   By Dennis Povloski, February 10, 2016
   • 5 replies
   • 1.7k views
   • 
   • ESOP Guy
   • August 10, 2016

9. 8955-ssa related

   By Jakyasar, June 10, 2021
   • 3 replies
   • 1.5k views
   • 
   • CarolC
   • June 11, 2021

10. 8955-SSA: Total balance or vested balance?

    By ldr, February 12, 2019   

    • 8955-ssa
    • 6 replies
    • 2.5k views
    • 
    • ldr
    • February 14, 2019

11. 8955-SSAs for defaulted loans

    By Cynchbeast, August 4, 2013
    • 2 replies
    • 1.3k views
    • 
    • Cynchbeast
    • August 5, 2013

12. 90 Day Opt out Period

    By coleboy, August 19, 2015
    • 1 reply
    • 1k views
    • 
    • K2retire
    • August 19, 2015

13. 945 - paid preparer

    By SheilaD, December 30, 2008
    • 0 replies
    • 1k views
    • 
    • SheilaD
    • December 30, 2008

14. 945 withholding

    By thepensionmaven, February 11, 2023
    • 3 replies
    • 997 views
    • 
    • pmacduff
    • February 14, 2023

15. A "Series LLC"

    By Belgarath, July 8, 2019
    • 4 replies
    • 880 views
    • 
    • Belgarath
    • July 8, 2019

16. A DL for volume submitter even pre-1999?

    By Guest DottleC, August 28, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 1999

17. A good source to learn about New Comparability?

    By Lori H, December 1, 2014
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2014

18. A money-purchase plan may provide a coronavirus-related distribution.

    By Peter Gulia, December 21, 2020   

    • coronavirus
    • 0 replies
    • 317 views
    • 
    • Peter Gulia
    • December 21, 2020

19. A new task for plan administrators to complete by December 29

    By Lois Baker, November 18, 2024
    • 1 reply
    • 1.5k views
    • 
    • Peter Gulia
    • November 18, 2024

20. A non profit can sponsor a Profit Sharing Plan.....

    By Lori H, November 19, 2010
    • 3 replies
    • 4k views
    • 
    • Lori H
    • November 19, 2010

21. A plan subject to the J & S rules has a loan provision. Is a waive

    By Guest MES, October 5, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 5, 2000

22. A sub-S corporation as part of the Controlled Group

    By Guest Iwonder, September 18, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 19, 2008

23. A Trust as a beneficiary

    By KJames, May 3, 2022
    • 6 replies
    • 1.3k views
    • 
    • Bird
    • May 5, 2022

24. ABA JCEB Q and As

    By smm, August 7, 2003
    • 7 replies
    • 2k views
    • 
    • E as in ERISA
    • August 7, 2003

25. Abandoned Plan Distribution Rules

    By Guest mmacer, January 23, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 7, 2002

26. Ability to look outside the plan document

    By smm, April 20, 2005
    • 10 replies
    • 1.9k views
    • 
    • g8r
    • April 23, 2005

27. Abolishment of 401(k) Plans

    By A Shot in the Dark, October 21, 2008
    • 13 replies
    • 1.4k views
    • 
    • GBurns
    • October 23, 2008

28. About to Retire

    By Guest charlesperry, May 8, 2012
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • May 9, 2012

29. Accelerated Amendment Requirements due to plan termination?

    By Guest Enda80, January 24, 2009
    • 1 reply
    • 833 views
    • 
    • J Simmons
    • January 24, 2009

30. Accelerated PPA Vesting for DC Plans

    By mming, September 17, 2008
    • 2 replies
    • 1.5k views
    • 
    • mming
    • September 17, 2008

31. Acceleration of EGTRRA Limits

    By Guest sdolce, August 29, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 7, 2001

32. Accept R/O from Term'd Ee?

    By Guest Crystal, October 20, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 21, 1999

33. Accountant's Opinion/Large Plan Filing

    By Guest dhall, September 15, 2009
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • September 15, 2009

34. Accounting error - affecting only owner

    By Cynchbeast, March 4, 2016
    • 5 replies
    • 955 views
    • 
    • Bird
    • March 8, 2016

35. Accounting for Defaulted Loan

    By Cynchbeast, April 9, 2015
    • 5 replies
    • 2.9k views
    • 
    • Tom Poje
    • April 13, 2015

36. accrual vs cash basis of accounting and reporting

    By Santo Gold, October 21, 2005
    • 3 replies
    • 4.6k views
    • 
    • Santo Gold
    • October 21, 2005

37. Acquisition, Affiliated Employer Exclusion and 410(b), 401(a)(4)

    By cheersmate, December 3, 2016   

    • Controlled Group
    • Affiliated Employers
    • (and 7 more)

      Tagged with:

      • Controlled Group
      • Affiliated Employers
      • Eligibility Exclusions
      • 410(b)
      • 401(a)(4)
      • Counting Employees
      • Eligible Compensation
      • Service Credits
      • Acquisitions
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 27, 2017

38. Acquisitions and Testing

    By AndyH, July 30, 2018
    • 3 replies
    • 962 views
    • 
    • Kevin C
    • August 3, 2018

39. Actual I.R.C. text - good website?

    By justanotheradmin, February 2, 2024
    • 5 replies
    • 1k views
    • 
    • Peter Gulia
    • February 2, 2024

40. Actuarial Interest Rate Formula in F5500

    By VeryOldMan, March 13, 2021
    • 2 replies
    • 941 views
    • 
    • C. B. Zeller
    • March 15, 2021

41. Add a PS plan for 2023 to an existing 401k plan with EACA

    By Jakyasar, February 6, 2024
    • 5 replies
    • 857 views
    • 
    • Jakyasar
    • February 6, 2024

42. Add-on DB for Union Employee

    By drakecohen, May 3, 2010
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • May 6, 2010

43. Adding 1099 contractors to plan

    By Bird, August 30, 2017
    • 3 replies
    • 668 views
    • 
    • Bird
    • September 1, 2017

44. Adding a DB plan for 2021 to an existing PS plan

    By Jakyasar, February 3, 2022
    • 3 replies
    • 991 views
    • 
    • Jakyasar
    • February 3, 2022

45. Adding Hardship Withdrawal to Plan..

    By Fielding Mellish, June 9, 2016
    • 1 reply
    • 581 views
    • 
    • Mike Preston
    • June 9, 2016

46. adding loans to safe harbor plan - mid year amendment allowed or not

    By cpc0506, February 9, 2016
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • December 6, 2017

47. Adding SH during 2020

    By Jakyasar, November 11, 2020
    • 1 reply
    • 612 views
    • 
    • JackS
    • November 11, 2020

48. Adding SHMatch to plan with existing traditional match funds

    By Cathy from Chicago, January 27, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 27, 2000

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

    By Jakyasar, February 9, 2024
    • 2 replies
    • 700 views
    • 
    • Jakyasar
    • February 9, 2024

50. Additional Medicare Tax and SE Calcs

    By JackS, May 14, 2021
    • 1 reply
    • 824 views
    • 
    • CuseFan
    • May 17, 2021