Retirement Plans in General

5,772 topics in this forum

1. Pro-rated limitation year (Sec. 415)

   By Lori Friedman, January 21, 2005
   • 6 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • January 24, 2005

2. Probably an Affiliated Service Group

   By Dougsbpc, April 8, 2025
   • 3 replies
   • 2.8k views
   • 
   • John Feldt ERPA CPC QPA
   • April 9, 2025

3. Problems with having the two plans invested in a single group annuity

   By Guest, September 28, 2000
   • 1 reply
   • 1.6k views
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   • Kristina
   • October 2, 2000

4. Procedure when a business changes from sole proprietor to a corporation. What must one do ?

   By Guest DIGMYDOG, March 4, 2005
   • 4 replies
   • 1.2k views
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   • wmyer
   • March 4, 2005

5. Prof. Jonathan Forman Dies

   By Dave Baker, August 18, 2021
   • 2 replies
   • 1k views
   • 
   • Kabert
   • September 2, 2021

6. Prof. Services Corp and Control Group Issues

   By Guest Ellie, June 24, 2008
   • 3 replies
   • 3.1k views
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   • Guest
   • June 25, 2008

7. Professional Associations

   By Lucky32, July 24, 2023
   • 5 replies
   • 1.2k views
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   • Lucky32
   • July 26, 2023

8. Professional Designations

   By Guest Paul McDonald, December 7, 1998
   • 1 reply
   • 1.6k views
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   • Lorraine Dorsa
   • December 14, 1998

9. Profit Share Allocation

   By coleboy, August 30, 2016
   • 1 reply
   • 517 views
   • 
   • rcline46
   • August 30, 2016

10. Profit sharing allocation requirement - anti-cutback

    By Belgarath, February 18, 2022
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • February 18, 2022

11. profit sharing allocation to rehired retiree

    By pmacduff, January 15, 2016
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • January 18, 2016

12. Profit Sharing as Compensation

    By Guest Blythe Patterson, January 8, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 12, 1999

13. Profit Sharing Contribution 2 years late

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

14. Profit sharing contribution allowed?

    By TPAAdvisor, February 13, 2024
    • 4 replies
    • 1.3k views
    • 
    • Roycal
    • February 15, 2024

15. profit sharing contribution but no profits

    By Santo Gold, February 26, 2019
    • 4 replies
    • 789 views
    • 
    • Patricia Neal Jensen
    • February 28, 2019

16. Profit Sharing contribution promise

    By Santo Gold, January 4, 2024
    • 6 replies
    • 1.2k views
    • 
    • Roycal
    • January 5, 2024

17. profit sharing contribution timing

    By Guest tajcc, July 14, 2006
    • 7 replies
    • 7.7k views
    • 
    • Guest
    • August 12, 2006

18. profit sharing deposit deadline

    By gregburst, September 13, 2012
    • 7 replies
    • 7.2k views
    • 
    • JustMe
    • March 8, 2018

19. profit sharing deposit timing

    By Santo Gold, April 18, 2024
    • 3 replies
    • 904 views
    • 
    • Santo Gold
    • April 18, 2024

20. Profit Sharing Only Plan (adding 401k)

    By PainPA, November 26, 2024
    • 2 replies
    • 2.2k views
    • 
    • C. B. Zeller
    • November 27, 2024

21. Profit Sharing Only Plan (no 401(k))

    By Sue B, July 26, 2021
    • 10 replies
    • 1.4k views
    • 
    • BG5150
    • July 28, 2021

22. Profit Sharing Plan

    By jala, October 16, 2007
    • 3 replies
    • 1.1k views
    • 
    • QDROphile
    • October 16, 2007

23. Profit sharing plan - can the allocation method be changed for 2020?

    By Jakyasar, October 9, 2020
    • 25 replies
    • 5.5k views
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    • MWeddell
    • October 22, 2020

24. Profit Sharing Plan - Sole Proprietor to LLC

    By Guest tgraham, October 7, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • October 7, 2003

25. Profit Sharing Plan - Takeover

    By 52626, November 5, 2015
    • 0 replies
    • 654 views
    • 
    • 52626
    • November 5, 2015

26. profit sharing plan contribution limits

    By GrammieMame, December 5, 2011
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • December 7, 2011

27. Profit Sharing Plan Contribution was allocated incorrectly....what can I do to correct this?

    By Jilliandiz, December 2, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 2, 2003

28. Profit Sharing Plan for One Employee

    By Guest inquiry2, October 21, 2003
    • 3 replies
    • 2.9k views
    • 
    • Mike Preston
    • October 21, 2003

29. profit sharing plan for self employed with employees

    By thepensionmaven, August 13, 2015
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • August 14, 2015

30. Profit Sharing Plan Incidental Benefit Exception

    By jkharvey, September 16, 2002
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • September 19, 2002

31. Profit Sharing Plan pays expenses of Cash Balance Plan..Issues?

    By jkharvey, December 30, 2016
    • 6 replies
    • 879 views
    • 
    • ETA Consulting LLC
    • December 30, 2016

32. Profit Sharing Plan Real Estate Distribution Option

    By LMK TPA, February 24, 2025
    • 13 replies
    • 3k views
    • 
    • LMK TPA
    • February 26, 2025

33. Profit Sharing Plan to Roth IRA

    By Guest cashmere, July 24, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 24, 2008

34. Profit Sharing Plan with no contributions for three years

    By Guest tajcc, September 25, 2008
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • September 26, 2008

35. Profit Sharing Plan with Permitted Disparity

    By Guest TGinthe'Ville, September 20, 2005
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • September 20, 2005

36. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer, April 17, 2024
    • 5 replies
    • 1.6k views
    • 
    • jsample
    • April 19, 2024

37. Profit sharing plan. Beneficiary does not want to take pension contriibution.

    By caryn22359, June 13, 2016
    • 13 replies
    • 3.3k views
    • 
    • Bird
    • June 15, 2016

38. Profit Sharing Plans for Credit unions and CUSOs

    By Guest ksumner, August 4, 1999
    • 1 reply
    • 1.6k views
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    • davef
    • August 5, 1999

39. Profit sharing prototype plan

    By Guest Request, August 15, 2006
    • 2 replies
    • 1.5k views
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    • WDIK
    • August 15, 2006

40. Profit Sharing/401(k) Plan - Initial Plan Year

    By Guest Donaldson, November 6, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 8, 2002

41. Profit-Sharing Contribution

    By imchipbrown, June 14, 1999
    • 2 replies
    • 1.7k views
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    • Dave Baker
    • June 18, 1999

42. Prohibited Investment?

    By FJR, July 14, 2004
    • 0 replies
    • 1.1k views
    • 
    • FJR
    • July 14, 2004

43. Prohibited Transaction

    By Guest lskin, May 3, 2006
    • 5 replies
    • 1.5k views
    • 
    • GBurns
    • May 5, 2006

44. Prohibited Transaction

    By Fielding Mellish, April 27, 2011
    • 3 replies
    • 1.1k views
    • 
    • Ron Snyder
    • May 2, 2011

45. Prohibited Transaction

    By still learning, January 11, 2021
    • 3 replies
    • 743 views
    • 
    • still learning
    • January 21, 2021

46. Prohibited Transaction

    By Randy Watson, April 22, 2008
    • 12 replies
    • 1.9k views
    • 
    • Belgarath
    • May 13, 2008

47. Prohibited Transaction

    By k man, September 23, 2008
    • 2 replies
    • 1k views
    • 
    • K2retire
    • September 23, 2008

48. Prohibited Transaction

    By benpat3, September 25, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • September 25, 2008

49. Prohibited Transaction

    By Belgarath, July 31, 2008
    • 15 replies
    • 2.9k views
    • 
    • Belgarath
    • August 6, 2008

50. Prohibited transaction - Children?

    By Lynn Campbell, December 31, 1998
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 31, 1998