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Retirement Plans in General

5,781 topics in this forum

  1. 100% vested accounts - quarterly statements

    By Beemer,
    • 1 reply
    • 1.3k views

  2. Terminating plan with outstanding check

    By Cynchbeast,
    • 1 reply
    • 906 views

  3. Simple, SEP, Solo - Education

    By MjInvestments,
    • 1 reply
    • 618 views

  4. Definition of Lump Sum Distribution

    By Guest PALAWYER,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  5. Money Purchase merge into Profit Sharing

    By Guest DavidB,
    • 1 reply
    • 1.5k views

  6. Controlled Group Issue

    By Guest San Diego Benefits Guy,
    • 1 reply
    • 1.1k views

  7. Sections 267 & related entities

    By shERPA,
    • 1 reply
    • 723 views

  8. Is Brother of HCE an HCE?

    By Lynn Campbell,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  9. Definition of Highly Compensated employee for 2023 plan year

    By Belgarath,
    • 1 reply
    • 1.1k views

  10. Participant dies; was taking RMD. Can surviving wife keep husband's account, retitling it to her, as part of plan assets and take RMD?

    By Guest jusducki,
    • 1 reply
    • 944 views

  11. Retention of Plan documents

    By mbozek,
    • 1 reply
    • 1.1k views

  12. Controlled group in community property state

    By Belgarath,
    • 1 reply
    • 1.1k views

  13. K-1 income determination for self-employment tax

    By Jakyasar,
    • 1 reply
    • 857 views

  14. Tax credit

    By Bird,
    • 1 reply
    • 478 views

  15. Former Employer Terminated 401K Plan & Mailed me a Check

    By Guest Rosey Langham,
    • 1 reply
    • 7.1k views

  16. Prohibited Transaction?

    By Guest Jim Brennan,
    • 1 reply
    • 1.6k views

  17. Family Attribution

    By dan.jock,
    • 1 reply
    • 765 views

  18. Target Plan Accruals

    By Guest,
    • 1 reply
    • 1.4k views

  19. non-union plan but the owners are union too

    By Santo Gold,
    • 1 reply
    • 984 views
    • Guest
    • Guest

  20. Prevailing wage withdrawals

    By AKconsult,
    • 1 reply
    • 1k views

  21. Top Heavy Minimum - all employees are officers

    By WhoLetTheDogsOut,
    • 1 reply
    • 748 views

  22. Default Electronic Disclosure - Final Rule

    By RatherBeGolfing,
    • 1 reply
    • 761 views

  23. Deferred Vested Notification

    By Guest slcampbell,
    • 1 reply
    • 4.8k views

  24. Controlled group breakup on the horizon, can we spin off one group's members to a new plan to lower the 2006 beg of yr participant count so no 2006 audit is rqrd?

    By Beltane,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  25. Form 940 and W-2

    By Monica Barnard,
    • 1 reply
    • 1.3k views

  26. EPCRS (self correction) survey [from the IRS]

    By Tom Poje,
    • 1 reply
    • 1.1k views

  27. Safe Harbor Contribution

    By Guest LiMar,
    • 1 reply
    • 1.1k views

  28. Matching Contribution Adjustment

    By mjf06241972,
    • 1 reply
    • 569 views

  29. distributions to non-spouse beneficiaries - is there a time limit?

    By AlbanyConsultant,
    • 1 reply
    • 673 views

  30. Can an employer allow a participant to have a Self-Directed account &q

    By John A,
    • 1 reply
    • 1.3k views

  31. 408(b)2 and 404(a) for Trusteed Pooled Plans

    By rfahey,
    • 1 reply
    • 1.4k views

  32. FATCA

    By Belgarath,
    • 1 reply
    • 1.5k views

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

    By Guest LMalone,
    • 1 reply
    • 3.5k views
    • Guest
    • Guest

  34. Top Heavy Plan - Former Key - attribution

    By Guest Holly Foster,
    • 1 reply
    • 3.9k views

  35. LLC with a Sub-S election

    By DMcGovern,   
    • 1 reply
    • 1k views

  36. Planning Opportunities with Demise of Code Section 415(e)

    By Guest Edward McElroy,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  37. 2 Schedule C incomes

    By Guest ksumner,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  38. waiver of money purchase plan minimum funding for 1 plan year

    By maverick,
    • 1 reply
    • 1.5k views

  39. controlled group

    By eilano,
    • 1 reply
    • 1k views

  40. Timing of Amending a Plan

    By Guest ChopperPilot,
    • 1 reply
    • 1k views

  41. DB for key employees

    By Guest Brian Melka,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  42. Contribution to MPPP or PSP?

    By jkharvey,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  43. Transition Plan for Founders of Small Business

    By Christine Roberts,
    • 1 reply
    • 1.8k views

  44. Director's Fees

    By dmb,
    • 1 reply
    • 1.5k views

  45. Is This Self- Dealing?

    By Guest cs006b,
    • 1 reply
    • 1.6k views

  46. fix for non-filer

    By gregburst,
    • 1 reply
    • 986 views

  47. can both distributions be rolled into an IRA

    By richard,
    • 1 reply
    • 1.5k views

  48. How do you calculate Compensaiton for the Doctors in the following scenario?

    By stephen,
    • 1 reply
    • 1k views

  49. 70 1/2 Minimum Required Distributions

    By Guest klc,
    • 1 reply
    • 1.3k views

  50. defining statutory exclusions

    By Bri,
    • 1 reply
    • 614 views
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