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Retirement Plans in General

5,753 topics in this forum

  1. Prohibited Transaction Issue

    By chris,
    • 1 reply
    • 1.3k views

  2. Allocation of contribution to over 70 1/2 greater than 5% shareholder

    By Guest Ron Grodzinsky,
    • 1 reply
    • 2.1k views

  3. Revisiting 2% ownership for an s-corp for 5500-EZ filing

    By Jakyasar,
    • 1 reply
    • 829 views

  4. Ownership in multiple partnership and offset for losses

    By Jakyasar,
    • 1 reply
    • 1.1k views

  5. National Employee Savings & Trust Equity Guarantee Act of 2003

    By jevd,
    • 1 reply
    • 1.2k views

  6. Combo DC/DB Plan

    By ERISAAPPLE,
    • 1 reply
    • 935 views

  7. Court mandated Defined Benefit to Defined Contribution Conversion

    By jlf,
    • 1 reply
    • 2.2k views
    • jlf
    • jlf

  8. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 760 views

  9. 2025 Retirement Plan Limits released by IRS

    By Lois Baker,
    • 1 reply
    • 1.3k views

  10. Interesting hypothetical MEP question

    By Belgarath,
    • 1 reply
    • 2k views

  11. Top Heavy aggregation with SIMPLE IRA

    By AndrewZ,
    • 1 reply
    • 2.4k views

  12. Quarterly Statements - Investment Limitations

    By zimbo,
    • 1 reply
    • 1.2k views

  13. Discretionary Non-elective Contribution

    By Guest sritts,
    • 1 reply
    • 2.3k views

  14. 2024 limits are out

    By Jakyasar,
    • 1 reply
    • 321 views

  15. Al Gore flexes his campaign muscles--the anti-cutback morass

    By Guest Franklin Evans,
    • 1 reply
    • 2k views

  16. Forfeiture Prior to Extinguishing Distribution of Account Balance or Accrued Benefit and Prior to Five Consecutive Breaks in Service or Periods of Severance

    By Kent Allard,   
    • 1 reply
    • 593 views

  17. Vesting Question

    By Guest greymann,
    • 1 reply
    • 1.4k views

  18. Company Transaction

    By Guest srwatts,
    • 1 reply
    • 10.1k views
    • Guest
    • Guest

  19. DOL Opinion Letters

    By chris,
    • 1 reply
    • 1.4k views

  20. Summary Annual Report

    By Lynn Campbell,
    • 1 reply
    • 939 views

  21. Controlled Group or not?

    By Guest Phil L,
    • 1 reply
    • 1.3k views

  22. Controlled Group

    By chris,
    • 1 reply
    • 1.5k views
    • EGB
    • EGB

  23. Participant mistakenly got distribution during merger of MP into PS; how to correct?

    By dmb,
    • 1 reply
    • 1.1k views
    • ljr
    • ljr

  24. Reallocation of forfeitures in QACA auto enroll plan

    By Guest Akkula,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  25. Form 8717

    By katieinny,
    • 1 reply
    • 1.3k views

  26. Section 415 language - multiple plans of one employer

    By Belgarath,
    • 1 reply
    • 861 views

  27. Prohibited Transaction if 401(k) deposits aren't made timely?

    By Guest MattNewman,
    • 1 reply
    • 1.5k views

  28. Any correlation for contributions when spouses are involved?

    By Jakyasar,
    • 1 reply
    • 755 views

  29. Taxable Year for Contribution

    By Lori H,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  30. partnership income on Form 1065

    By Santo Gold,
    • 1 reply
    • 1.4k views

  31. What happens if you do not timely amend?

    By Guest Enda80,
    • 1 reply
    • 847 views

  32. New Comparability Plans for Sole Props

    By Guest brunkcb,
    • 1 reply
    • 1.3k views

  33. If someone has both a profit-sharing plan and a money purchase plan, how do the limits on contributions and deductions apply?

    By Guest Enda80,
    • 1 reply
    • 934 views

  34. Participant Compensation used in Deduction Limits for Combo Plans

    By jbrindisi77,   
    • 1 reply
    • 1.7k views

  35. PS integrated w/ SS--participant statement blurb

    By BG5150,
    • 1 reply
    • 455 views

  36. Summary Plan Description Exemption

    By Guest ceholder,
    • 1 reply
    • 1.7k views

  37. Top Heavy Plan

    By Guest SPOT,
    • 1 reply
    • 1.4k views

  38. question about "core earnings"

    By Guest peterkendall,
    • 1 reply
    • 1k views
    • MGB
    • MGB

  39. Benefit application prior to certified critical

    By benpat3,
    • 1 reply
    • 945 views

  40. Foreigner working in US

    By Bird,
    • 1 reply
    • 1.1k views

  41. Permitted Disparity

    By chris,
    • 1 reply
    • 1.4k views

  42. tax exempt organizations & 401(k) Plans

    By Guest Robert Lees,
    • 1 reply
    • 1.8k views

  43. Need to find software to help us write a benefits plan for a small bus

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

  44. Will 2025 end without legislation about retirement plans?

    By Peter Gulia,
    • 1 reply
    • 3.7k views

  45. Pension Earnings

    By Guest psgross,
    • 1 reply
    • 1.2k views

  46. Small Plan Start Up Cost Credit

    By BeanCounterBlues,
    • 1 reply
    • 2.5k views

  47. Controlled groups and separate plans

    By bzorc,
    • 1 reply
    • 1.7k views

  48. Does the proposed rule about qualified tips change how to count an employee’s compensation?

    By Peter Gulia,
    • 1 reply
    • 2.8k views

  49. If the beneficiary is a trust, where do you look for distribution schedule in uniform life table?

    By Guest Enda80,
    • 1 reply
    • 1.1k views

  50. $64,000 question -- it this a top heavy plan

    By maverick,
    • 1 reply
    • 1.3k views
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