Retirement Plans in General

5,753 topics in this forum

1. breaks in service, forfeitures and years of service

   By eilano, April 21, 2004
   • 3 replies
   • 1.3k views
   • 
   • eilano
   • April 22, 2004

2. 415 Limits for Profit Sharing Plan plus Govt. Plan

   By DP, April 21, 2004
   • 2 replies
   • 1.5k views
   • 
   • DP
   • April 21, 2004

3. URGENT - Can you pay UBTI tax with plan assets?

   By FundeK, April 15, 2004
   • 3 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • April 16, 2004

4. Merging Money Purchase Plan into Profit Sharing Plan

   By Guest Ottrose, April 14, 2004
   • 4 replies
   • 1.8k views
   • 
   • mbozek
   • April 15, 2004

5. controlled group

   By eilano, April 14, 2004
   • 1 reply
   • 1k views
   • 
   • Archimage
   • April 14, 2004

6. Pentrak

   By Guest STLamb, April 13, 2004
   • 0 replies
   • 4.9k views
   • 
   • Guest
   • April 13, 2004

7. Contribution due date for 501(c) organization

   By Guest MEWilson, April 13, 2004
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • April 16, 2004

8. Target trouble?

   By Jed Macy, April 9, 2004
   • 2 replies
   • 1k views
   • 
   • AndyH
   • April 12, 2004

9. Common Law Employees?

   By Gilmore, April 6, 2004
   • 2 replies
   • 1.3k views
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   • Gilmore
   • April 7, 2004

10. Control Group Determination

    By Guest M. Martin, April 6, 2004
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 6, 2004

11. Verifying whether an employer exists

    By Guest R. Daestrom, April 6, 2004
    • 2 replies
    • 996 views
    • 
    • Appleby
    • April 7, 2004

12. Forfeitures - Profit Sharing Plan

    By Guest cease, April 2, 2004
    • 8 replies
    • 5.5k views
    • 
    • Guest
    • November 8, 2006

13. plans subject to QJSA

    By Guest sritts, April 2, 2004
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • April 5, 2004

14. new plan eligibility

    By Guest R. Daestrom, March 31, 2004
    • 2 replies
    • 929 views
    • 
    • Guest
    • March 31, 2004

15. family attribution & controlled group woes

    By Guest dubya, March 31, 2004
    • 2 replies
    • 1.2k views
    • 
    • Lame Duck
    • March 31, 2004

16. Settlement agreement does not mention plan

    By Guest JD698, March 30, 2004
    • 5 replies
    • 1.6k views
    • 
    • TBob
    • March 31, 2004

17. payout without settlement agreement

    By Guest JD698, March 29, 2004
    • 2 replies
    • 1.5k views
    • 
    • Harwood
    • March 29, 2004

18. Affiliated Service Group?

    By Guest JBeck, March 26, 2004
    • 0 replies
    • 946 views
    • 
    • Guest
    • March 26, 2004

19. When to forfeit?

    By R. Butler, March 26, 2004
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • March 31, 2004

20. UBIT on Debt-Finance Property

    By JAY21, March 24, 2004
    • 0 replies
    • 977 views
    • 
    • JAY21
    • March 24, 2004

21. sole prop and schedule C

    By Guest R. Daestrom, March 24, 2004
    • 8 replies
    • 1.7k views
    • 
    • mwyatt
    • March 26, 2004

22. Rental Income

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

23. Controlled Group

    By Guest karlin, March 23, 2004
    • 9 replies
    • 2k views
    • 
    • Earl
    • March 25, 2004

24. Compensation from a second entity

    By dmb, March 23, 2004
    • 1 reply
    • 893 views
    • 
    • Blinky the 3-eyed Fish
    • March 23, 2004

25. Foreign language SPD requirement

    By Belgarath, March 23, 2004
    • 4 replies
    • 1.6k views
    • 
    • dmb
    • March 23, 2004

26. Reporting a distribution of life insurance proceeds on a 1099R

    By katieinny, March 22, 2004
    • 0 replies
    • 1.4k views
    • 
    • katieinny
    • March 22, 2004

27. Management Function Group

    By eilano, March 22, 2004
    • 0 replies
    • 931 views
    • 
    • eilano
    • March 22, 2004

28. Participant Statements

    By betheeg, March 22, 2004
    • 2 replies
    • 1.3k views
    • 
    • betheeg
    • March 22, 2004

29. "Performing services" in ASG analysis

    By J2D2, March 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • Lame Duck
    • March 24, 2004

30. Same sex marriage

    By dmb, March 19, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 19, 2004

31. Money Purchase Merger with Profit Sharing Plan

    By Guest KMP, March 19, 2004
    • 3 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • March 22, 2004

32. Calculating Partership Compensation

    By Guest Hartnett123, March 18, 2004
    • 2 replies
    • 929 views
    • 
    • Guest
    • March 18, 2004

33. Contributions for Married Employees

    By Guest MDG, March 15, 2004
    • 1 reply
    • 1k views
    • 
    • chris
    • March 17, 2004

34. Tax return filed now, but contribution not ready to go in until extension date.

    By katieinny, March 11, 2004
    • 6 replies
    • 1.3k views
    • 
    • MGB
    • March 11, 2004

35. LLC, taxed as partnership, paying both W-2 and K-1 income to "partners"

    By Belgarath, March 10, 2004
    • 18 replies
    • 52.4k views
    • 
    • Mike Preston
    • July 3, 2017

36. compensation and car allowance

    By eilano, March 10, 2004
    • 0 replies
    • 1.8k views
    • 
    • eilano
    • March 10, 2004

37. Any BLAZE SSI Users out ther?

    By Guest Cipote, March 10, 2004
    • 0 replies
    • 4.9k views
    • 
    • Guest
    • March 10, 2004

38. Duty to Follow Plan Document

    By Guest lvegas, March 9, 2004
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • May 6, 2004

39. Short Plan Year

    By Guest RBlaine, March 8, 2004
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • March 8, 2004

40. Offering risky investments in 401(k)

    By Guest ryler, March 5, 2004
    • 0 replies
    • 889 views
    • 
    • Guest
    • March 5, 2004

41. Controlled Group -- Attribution

    By Guest rwest, March 5, 2004
    • 5 replies
    • 992 views
    • 
    • Mike Preston
    • March 6, 2004

42. Key employee who terminates employment

    By Guest DeePA, March 5, 2004
    • 4 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 6, 2004

43. Discrectionary Contribution Timing

    By Archimage, March 3, 2004
    • 1 reply
    • 900 views
    • 
    • Archimage
    • March 3, 2004

44. Offsetting Amendment Impact-204(h) Needed ?

    By JAY21, March 3, 2004
    • 4 replies
    • 996 views
    • 
    • Mike Preston
    • March 3, 2004

45. Controlled Group Question

    By MarZDoates, March 3, 2004
    • 10 replies
    • 1.3k views
    • 
    • Guest
    • March 5, 2004

46. Impact of working after retirement on public pension systems

    By Guest PSRSGirl, March 3, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2004

47. If a plan had a short plan year 9-1-03 to 12-31-03, what are the requirements/deadlines for making a profit sharing contribution.

    By Guest jhilliard, March 2, 2004
    • 3 replies
    • 973 views
    • 
    • E as in ERISA
    • March 3, 2004

48. RMD form

    By Guest THess, February 28, 2004
    • 0 replies
    • 820 views
    • 
    • Guest
    • February 28, 2004

49. Consent Requirements for $15 Distribution/No Exception to Rules?

    By Lynn Campbell, February 28, 2004
    • 2 replies
    • 922 views
    • 
    • david rigby
    • February 28, 2004

50. Different Corp Fiscal Year from Plan Year

    By Guest rwest, February 27, 2004
    • 1 reply
    • 904 views
    • 
    • david rigby
    • February 27, 2004