Retirement Plans in General

5,753 topics in this forum

1. S Corp dividends paid to Profit Sharing Trust

   By dmb, March 26, 2002
   • 13 replies
   • 3.7k views
   • 
   • Kirk Maldonado
   • March 29, 2002

2. S Corp plan

   By Bryan, March 11, 2024
   • 4 replies
   • 1.3k views
   • 
   • Paul I
   • March 12, 2024

3. S Corporation Advantages

   By Guest wjr, March 19, 2003
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • March 20, 2003

4. S Corporation and 2% Shareholder Health Insurance

   By mjf06241972, March 29, 2019
   • 7 replies
   • 6.8k views
   • 
   • justanotheradmin
   • April 5, 2019

5. S corporation and a disqualifed plan or CAP (Closing Agreement program); how does the flow through nature affect either the loss of deduction on the

   By Guest Enda80, October 29, 2008
   • 0 replies
   • 691 views
   • 
   • Guest
   • October 29, 2008

6. S corporation income issues

   By Gary, November 19, 2002
   • 14 replies
   • 7.9k views
   • 
   • Bill Presson
   • July 19, 2009

7. S Corps own a Practice as a partnership

   By HMCTPA, August 2, 2017   

   • s corps
   • partnership
   • (and 2 more)

     Tagged with:

     • s corps
     • partnership
     • k-1
     • w2
   • 2 replies
   • 499 views
   • 
   • HMCTPA
   • August 9, 2017

8. S-corp 2% shareholder health insurance not reported on W-2

   By AlbanyConsultant, February 4, 2020
   • 5 replies
   • 22.4k views
   • 
   • AlbanyConsultant
   • February 11, 2020

9. S-Corp Compensation

   By ERISAAPPLE, March 9, 2018   

   • definition
   • compensation
   • (and 1 more)

     Tagged with:

     • definition
     • compensation
     • s-corporation
   • 4 replies
   • 1.2k views
   • 
   • Larry Starr
   • March 12, 2018

10. S-Corp Distributions As Plan Compensation

    By Guest merlin, April 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 7, 2003

11. S-Corp Income?

    By dmb, October 1, 2004
    • 4 replies
    • 1.8k views
    • 
    • SoCalActuary
    • October 5, 2004

12. S-Corp shareholder took a loan

    By Guest Boilerburm, July 11, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 27, 2001

13. S-corporation deductions

    By Belgarath, August 27, 2004
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • August 30, 2004

14. Sabbatical w/ Eventual Termination

    By Guest lawkid, September 4, 2002
    • 6 replies
    • 3k views
    • 
    • mbozek
    • September 6, 2002

15. Safe Harbor 401(k) P/S Plan & Defined Benefit Plan - Same Employer

    By Guest tgraham, November 10, 2004
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 10, 2004

16. Safe Harbor 401(k) Plans

    By LCARUSI, November 22, 1998
    • 0 replies
    • 2.6k views
    • 
    • LCARUSI
    • November 22, 1998

17. Safe Harbor 401k-Active Military

    By Guest curmudgeon, August 26, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 26, 2005

18. Safe Harbor Compensation

    By Scott, January 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • October 15, 2003

19. Safe Harbor Contribution

    By Guest LiMar, October 12, 2012
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • October 13, 2012

20. Safe Harbor contribution not made

    By pam@bbm, February 17, 2021
    • 5 replies
    • 962 views
    • 
    • Luke Bailey
    • February 18, 2021

21. Safe Harbor Contributions

    By Guest nps, May 16, 2003
    • 1 reply
    • 953 views
    • 
    • Blinky the 3-eyed Fish
    • May 16, 2003

22. Safe Harbor for deposit of EE salary deferrals

    By Guest BruceC, October 22, 2008
    • 2 replies
    • 1k views
    • 
    • four01kman
    • October 23, 2008

23. Safe Harbor for past service credits limited to five years

    By 401_noob, September 26, 2017
    • 5 replies
    • 787 views
    • 
    • ETA Consulting LLC
    • September 26, 2017

24. Safe Harbor Match in AA

    By cpc0506, October 28, 2015
    • 5 replies
    • 951 views
    • 
    • BG5150
    • October 29, 2015

25. Safe Harbor or General Nondiscrimination Test

    By Guest mhicks, October 6, 2006
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 6, 2006

26. SAFE HARBOR PLAN - mid year?

    By Pammie57, April 14, 2016
    • 2 replies
    • 627 views
    • 
    • Tom Poje
    • April 14, 2016

27. Safe Harbor Plans

    By FJR, February 16, 2005
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 16, 2005

28. safe harbor plans joining PEPs mid year

    By mattmc82, November 23, 2020
    • 3 replies
    • 1.2k views
    • 
    • Alonzo Church
    • November 24, 2020

29. Salary continuation

    By Santo Gold, January 23, 2008
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • January 23, 2008

30. Salary Deferral DB Plan?

    By Christine Roberts, March 21, 2002
    • 15 replies
    • 2.4k views
    • 
    • mbozek
    • September 17, 2002

31. Salary Deferral for Small Business employee/shareholders?

    By Guest mark, September 24, 1998
    • 2 replies
    • 2.6k views
    • 
    • Lorraine Dorsa
    • October 9, 1998

32. Salary deferrals in a Leveraged KSOP

    By Guest dwerntz, November 17, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 22, 2004

33. Sale of art work by a Money Purchase Plan

    By Ananda, March 18, 2022
    • 5 replies
    • 938 views
    • 
    • acm_acm
    • March 22, 2022

34. Sale of Employer Securities From Plan

    By mming, September 6, 2018
    • 9 replies
    • 1.8k views
    • 
    • mming
    • September 11, 2018

35. Sale of plan sponsor; owners are paid through a management company

    By Earl, February 14, 2017
    • 2 replies
    • 451 views
    • 
    • ETA Consulting LLC
    • February 15, 2017

36. Sale of Stock in Profit Sharing Plan to ESOP

    By Guest Edward McElroy, December 16, 1998
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • December 16, 1998

37. Same Desk Rule, Spinoff?

    By Guest chris4013, October 8, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 8, 2004

38. Same sex marriage

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

39. Same testing method for 401a4 and 410b?

    By AlbanyConsultant, September 14, 2023
    • 1 reply
    • 745 views
    • 
    • CuseFan
    • September 14, 2023

40. Same-Sex Marriage

    By Guest FLALADY, July 23, 2012
    • 4 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 24, 2012

41. Sample Letter to Terminated Employees <5000

    By wmyer, March 23, 2001
    • 0 replies
    • 2.2k views
    • 
    • wmyer
    • March 23, 2001

42. Sample size used for the audit of a plan

    By Guest ayler11, July 5, 2000
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • July 5, 2000

43. Sandy

    By Belgarath, October 30, 2012
    • 4 replies
    • 996 views
    • 
    • Tom Poje
    • November 1, 2012

44. SAR

    By K-t-F, July 13, 2004
    • 1 reply
    • 1k views
    • 
    • WDIK
    • July 13, 2004

45. SAR - Information required to be given to participant

    By Guest terric, February 9, 2006
    • 2 replies
    • 1.8k views
    • 
    • WDIK
    • February 24, 2006

46. SAR deadline fun

    By Bri, September 19, 2024
    • 10 replies
    • 1.1k views
    • 
    • Dare Johnson
    • September 19, 2024

47. SAR for Final 5500 (Plan Merger)

    By Gilmore, August 31, 2020
    • 3 replies
    • 1.1k views
    • 
    • Alonzo Church
    • September 2, 2020

48. SAR for one-participant plans

    By cpc0506, September 23, 2015
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • September 24, 2015

49. SARs (get masks to cover your mouth from the germs)

    By Bri, August 16, 2019
    • 12 replies
    • 2k views
    • 
    • Bri
    • August 21, 2019

50. SAS 70 report

    By Guest mpark, August 30, 2004
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • September 1, 2004