Retirement Plans in General

5,781 topics in this forum

1. Controlled Group

   By Guest karlin, March 23, 2004
   • 9 replies
   • 2.1k views
   • 
   • Earl
   • March 25, 2004

2. Compensation from a second entity

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

3. Foreign language SPD requirement

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

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

   By katieinny, March 22, 2004
   • 0 replies
   • 1.5k views
   • 
   • katieinny
   • March 22, 2004

5. Management Function Group

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

6. Participant Statements

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

7. "Performing services" in ASG analysis

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

8. Same sex marriage

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

9. Money Purchase Merger with Profit Sharing Plan

   By Guest KMP, March 19, 2004
   • 3 replies
   • 1.3k views
   • 
   • Kirk Maldonado
   • March 22, 2004

10. Calculating Partership Compensation

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

11. Contributions for Married Employees

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

12. 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

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

    By Belgarath, March 10, 2004
    • 18 replies
    • 53.8k views
    • 
    • Mike Preston
    • July 3, 2017

14. compensation and car allowance

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

15. Any BLAZE SSI Users out ther?

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

16. Duty to Follow Plan Document

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

17. Short Plan Year

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

18. Offering risky investments in 401(k)

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

19. Controlled Group -- Attribution

    By Guest rwest, March 5, 2004
    • 5 replies
    • 1k views
    • 
    • Mike Preston
    • March 6, 2004

20. Key employee who terminates employment

    By Guest DeePA, March 5, 2004
    • 4 replies
    • 2.8k views
    • 
    • Mike Preston
    • March 6, 2004

21. Discrectionary Contribution Timing

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

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

    By JAY21, March 3, 2004
    • 4 replies
    • 1k views
    • 
    • Mike Preston
    • March 3, 2004

23. Controlled Group Question

    By MarZDoates, March 3, 2004
    • 10 replies
    • 1.4k views
    • 
    • Guest
    • March 5, 2004

24. Impact of working after retirement on public pension systems

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

25. 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
    • 991 views
    • 
    • E as in ERISA
    • March 3, 2004

26. RMD form

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

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

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

28. Different Corp Fiscal Year from Plan Year

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

29. Can one partner elect-out of participation in the partnership's retirement plan ?

    By Moe Howard, February 25, 2004
    • 5 replies
    • 2.2k views
    • 
    • pmacduff
    • February 25, 2004

30. Plan Sponsor Changes from LLC to S Corporation - Effect on Document

    By Guest dyoder, February 24, 2004
    • 1 reply
    • 987 views
    • 
    • Belgarath
    • February 25, 2004

31. VCP Filing for missing GUST deadline

    By Guest dyoder, February 24, 2004
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 25, 2004

32. Nonresident Alien Employees

    By Guest DLearning, February 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Harwood
    • February 25, 2004

33. Controlled Groups

    By Guest THess, February 23, 2004
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 2004

34. multiple companies

    By eilano, February 23, 2004
    • 0 replies
    • 918 views
    • 
    • eilano
    • February 23, 2004

35. Deadline for GUST SPD

    By Lynn Campbell, February 20, 2004
    • 1 reply
    • 1.3k views
    • 
    • mming
    • February 23, 2004

36. Privacy Issues as relates to TPA

    By Guest bwaller, February 20, 2004
    • 2 replies
    • 1.2k views
    • 
    • TBob
    • February 23, 2004

37. Related Group Question

    By R. Butler, February 19, 2004
    • 0 replies
    • 963 views
    • 
    • R. Butler
    • February 19, 2004

38. NJ State Disability included in W-2 compensation

    By Guest mpark, February 18, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 18, 2004

39. Money Purchase Plan

    By doombuggy, February 13, 2004
    • 3 replies
    • 1.2k views
    • 
    • doombuggy
    • February 23, 2004

40. ERISA Jail

    By FundeK, February 13, 2004
    • 0 replies
    • 1.3k views
    • 
    • FundeK
    • February 13, 2004

41. Question on Defined Benefit Plan ...

    By Guest dd50, February 12, 2004
    • 1 reply
    • 926 views
    • 
    • david rigby
    • February 12, 2004

42. Controlled group/fish story

    By Belgarath, February 11, 2004
    • 3 replies
    • 1.3k views
    • 
    • Lame Duck
    • March 29, 2004

43. Calculation of contribution for sole proprietor

    By Jed Macy, February 11, 2004
    • 22 replies
    • 5k views
    • 
    • Mike Preston
    • February 13, 2004

44. Death of Plan Administrator and Trustee

    By Guest tracys, February 11, 2004
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • February 12, 2004

45. Hours of Service and Severance Pay

    By smm, February 10, 2004
    • 11 replies
    • 5.2k views
    • 
    • smm
    • February 11, 2004

46. Partner Always an "Employer" In Regards to Plan?

    By Christine Roberts, February 9, 2004
    • 0 replies
    • 849 views
    • 
    • Christine Roberts
    • February 9, 2004

47. Constructive Ownership/Controlled Group

    By MarZDoates, February 6, 2004
    • 15 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 11, 2004

48. 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, February 6, 2004
    • 1 reply
    • 944 views
    • 
    • AndyH
    • February 6, 2004

49. 7.5% Gateway with SEP

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

50. Revenue Ruling 2004-11

    By Belgarath, February 4, 2004
    • 5 replies
    • 1.8k views
    • 
    • E as in ERISA
    • February 6, 2004