Retirement Plans in General

5,750 topics in this forum

1. 5500 filing for 2 shareholders of S-Corp

   By Jakyasar, May 29
   • 2 replies
   • 3.6k views
   • 
   • Jakyasar
   • May 29

2. How do you convert a cash balance plan lump sum to an annuity commencing before normal retirement age.

   By Guest jbruggemanjb, October 21, 2005
   • 1 reply
   • 3.6k views
   • 
   • Effen
   • October 21, 2005

3. Mandatory Roth catch-up in 2026

   By Belgarath, May 8
   • 3 replies
   • 3.6k views
   • 
   • Belgarath
   • May 8

4. Trustee Liability

   By Guest wwest, February 28, 2000
   • 1 reply
   • 3.6k views
   • 
   • Guest
   • February 29, 2000

5. resident alien?

   By AlbanyConsultant, May 20, 2014
   • 15 replies
   • 3.6k views
   • 
   • imchipbrown
   • October 10, 2016

6. Affiliated Service Group Issue

   By Guest JeffDixon, August 9, 2002
   • 9 replies
   • 3.6k views
   • 
   • Guest
   • August 9, 2002

7. Does a participant/decedent’s creditor go after her retirement plan account?

   By Peter Gulia, May 9, 2022
   • 14 replies
   • 3.6k views
   • 
   • Nate S
   • May 13, 2022

8. Question re: Form 1099-R Interpretation

   By Guest Natalie, March 24, 1999
   • 4 replies
   • 3.6k views
   • 
   • david rigby
   • April 9, 1999

9. Participating Employer Setting up Own Plan

   By chris, September 26, 2014
   • 10 replies
   • 3.6k views
   • 
   • QDROphile
   • September 30, 2014

10. Retired or not retired?

    By Peter Gulia, March 19, 2019   

    • minimum distribution; severance from employment
    • 41 replies
    • 3.6k views
    • 
    • Tom Poje
    • June 13, 2019

11. Controlled group

    By Belgarath, July 22, 2016
    • 15 replies
    • 3.5k views
    • 
    • Bill Presson
    • October 27, 2017

12. "Valid" extension for contribution deadline

    By Jim Norman, March 15, 2011
    • 2 replies
    • 3.5k views
    • 
    • Belgarath
    • March 15, 2011

13. Union Arrangement?

    By WDIK, February 16, 2005
    • 20 replies
    • 3.5k views
    • 
    • Bird
    • February 18, 2005

14. Contribution funding and tax return extensions

    By JPIngold, April 20, 2023
    • 9 replies
    • 3.5k views
    • 
    • Paul I
    • May 1, 2023

15. Plan fees paid by employer - is this a problem?

    By Santo Gold, April 2, 2007
    • 9 replies
    • 3.5k views
    • 
    • KJohnson
    • April 3, 2007

16. Should a plan’s fiduciary adopt auto-portability?

    By Peter Gulia, May 7
    • 4 replies
    • 3.5k views
    • 
    • blguest
    • May 10

17. Enhanced Catch-up--discretionary or not?

    By BG5150, May 14
    • 4 replies
    • 3.5k views
    • 
    • BG5150
    • May 15

18. Valuation Date for Quarterly Benefit Statements

    By J Simmons, February 9, 2007
    • 14 replies
    • 3.5k views
    • 
    • Guest
    • April 19, 2012

19. 2026 COLA Projection of Dollar Limits

    By John Feldt ERPA CPC QPA, August 12
    • 15 replies
    • 3.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 24

20. Fidelity Bond required when only remaining participants are owners?

    By jukeboy56, March 4, 2005
    • 16 replies
    • 3.5k views
    • 
    • AndyH
    • March 22, 2005

21. Affiliated Service Group and 5% owner determination

    By Trekker, May 17, 2010
    • 2 replies
    • 3.5k views
    • 
    • Trekker
    • May 21, 2010

22. Does a plan tax-report payments on Form 1099-MISC?

    By Peter Gulia, April 15, 2016   

    • 1099-MISC
    • 7 replies
    • 3.5k views
    • 
    • aGordeno
    • November 7, 2018

23. What is the weight of IRS proposed regulations?

    By Guest EBBeginner, September 23, 2004
    • 4 replies
    • 3.5k views
    • 
    • Lori Friedman
    • September 23, 2004

24. Do all owners of a C Corp have to participate in a 401K

    By tertue, September 22, 2011
    • 4 replies
    • 3.5k views
    • 
    • Bird
    • September 22, 2011

25. QPSA and QJSA for domestic partners in a civil union -- now required i

    By Guest Ernie Guerriero, May 2, 2000
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • May 7, 2000

26. change plan sponsor

    By M Norton, December 27, 2017   

    • plan sponsor
    • change plan sponsor
    • 1 reply
    • 3.5k views
    • 
    • card
    • December 28, 2017

27. Life Expectancy Death payments under a Keogh

    By mwyatt, July 1, 2003
    • 8 replies
    • 3.5k views
    • 
    • mbozek
    • July 3, 2003

28. 414(s) testing questions

    By BG5150, August 7, 2019
    • 9 replies
    • 3.5k views
    • 
    • BG5150
    • August 8, 2019

29. 1099's for PS 58 Costs

    By Guest bmij, December 7, 2011
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • December 9, 2011

30. Waiver of Participation

    By Lynn Campbell, August 6, 2003
    • 5 replies
    • 3.5k views
    • 
    • Tom Poje
    • October 25, 2018

31. SIMPLE 401K and SIMPLE IRA Controlled Group

    By delmar16, October 7, 2016   

    • SIMPLE 401K SIMPLE IRA
    • Controlled Group
    • 5 replies
    • 3.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2016

32. Online EIN letter requiring IRS Form 945

    By maverick, February 13, 2008
    • 1 reply
    • 3.5k views
    • 
    • Bird
    • February 13, 2008

33. Combo plan - top heavy requirement

    By Jakyasar, April 23
    • 3 replies
    • 3.5k views
    • 
    • Jakyasar
    • April 24

34. vesting credit

    By Guest gwj57, October 20, 2005
    • 10 replies
    • 3.5k views
    • 
    • My 2 cents
    • September 26, 2016

35. family attribution example

    By k man, July 24, 2000
    • 7 replies
    • 3.5k views
    • 
    • k man
    • July 24, 2000

36. PPA Quarterly Statement Requirements

    By MarZDoates, November 29, 2006
    • 10 replies
    • 3.5k views
    • 
    • DLavigne
    • December 7, 2006

37. Reasonable Classification - ABT

    By EBECatty, September 10, 2018
    • 26 replies
    • 3.5k views
    • 
    • EBECatty
    • September 11, 2018

38. Hacienda Determination Letters -- Circular Letter 11-10

    By Guest On Hiatus, April 10, 2012
    • 1 reply
    • 3.5k views
    • 
    • PensionPro
    • April 10, 2012

39. Profit Sharing Contribution 2 years late

    By Craig Schiller, March 24, 2014
    • 5 replies
    • 3.5k views
    • 
    • Craig Schiller
    • March 27, 2014

40. ERISA OUTLINE BOOK is Fabulous!

    By ERISAatty, February 4, 2004
    • 10 replies
    • 3.5k views
    • 
    • Tom Poje
    • February 25, 2004

41. uncashed pension checks

    By Guest jigpsu100, April 13, 2005
    • 4 replies
    • 3.5k views
    • 
    • Erik Read
    • April 19, 2005

42. Information to share on rule of parity application to employees

    By Guest LMalone, November 20, 2000
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • September 9, 2003

43. Eligibility Requirements of age 21 and 2 years of service...requires dual entry dates?

    By Guest Enda80, March 3, 2009
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • March 4, 2009

44. Compensation Questions

    By Archimage, October 13, 2004
    • 22 replies
    • 3.4k views
    • 
    • Archimage
    • October 29, 2004

45. Seeking business brokers for medical bill review

    By Guest Diamond Dave, August 22, 2006
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • August 23, 2006

46. Controlled Groups and S Corp.s

    By Guest LLandau, May 6, 2003
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • May 6, 2003

47. Contingent beneficiary question

    By BG5150, September 1, 2022
    • 29 replies
    • 3.4k views
    • 
    • Peter Gulia
    • September 9, 2022

48. Record Retention

    By Pension RC, February 28, 2018
    • 8 replies
    • 3.4k views
    • 
    • rhb401
    • March 2, 2018

49. Is jury duty pay a fringe benefit or regular pay?

    By PensionPro, January 19, 2024
    • 8 replies
    • 3.4k views
    • 
    • Luke Bailey
    • February 7, 2024

50. Is an Employee on Workers' Compensation Treated as an Active Employee

    By Guest Edward McElroy, December 22, 1998
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • December 31, 1998