Retirement Plans in General

5,772 topics in this forum

1. Rollovers to a profit sharing plan that does not allow rollovers

   By Guest Pat Metallic, July 5, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 5, 2000

2. rollovers/top heavy testing

   By Guest jdw, May 19, 1999
   • 5 replies
   • 4.7k views
   • 
   • 401 Chaos
   • April 6, 2015

3. rollovers/transfers to qualified plan

   By Guest mpark, April 29, 2003
   • 1 reply
   • 943 views
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   • Belgarath
   • April 29, 2003

4. Roth 401(k)'s -- an FYI

   By dh003i, November 22, 2004
   • 7 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • November 23, 2004

5. ROTH AFTER RETIREMENT

   By Guest Lee Visser, January 19, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • January 19, 1999

6. ROTH deferrals but no provisions in plan

   By cpc0506, October 21, 2015
   • 8 replies
   • 1.4k views
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   • jpod
   • October 21, 2015

7. Roth deferrals mid-year. Should participants submit updated deferral agreements?

   By Pat Crum, September 6, 2016   

   • Roth
   • deferral agreements
   • 1 reply
   • 744 views
   • 
   • Lou S.
   • September 6, 2016

8. Roth IRAS and the State of MA

   By Guest Peterdes, January 2, 1999
   • 0 replies
   • 1.8k views
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   • Guest
   • January 2, 1999

9. Roth Rollover as RMD

   By rcline46, December 23, 2010
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • December 23, 2010

10. Rounding Top Heavy Contributions

    By tbp, April 27, 2016
    • 1 reply
    • 598 views
    • 
    • Mike Preston
    • April 27, 2016

11. ROYALTIES

    By Guest arlene, August 31, 2006
    • 8 replies
    • 2.1k views
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    • Moe Howard
    • September 8, 2006

12. RTS, Report 1, ADP test

    By Cathy from Chicago, January 25, 2000
    • 2 replies
    • 2.1k views
    • 
    • Cathy from Chicago
    • January 26, 2000

13. rule of parity

    By david shipp, November 5, 1998
    • 0 replies
    • 2.3k views
    • 
    • david shipp
    • November 5, 1998

14. Rule of Parity

    By ESOP Guy, January 26, 2018
    • 1 reply
    • 2.5k views
    • 
    • Tom Poje
    • January 29, 2018

15. Rule of Parity / BIS Question

    By KCA, May 24, 2012
    • 2 replies
    • 3.2k views
    • 
    • KCA
    • May 24, 2012

16. Rule of parity when using a 6 month requirement for eligibility and de

    By Guest LMalone, June 9, 2000
    • 2 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • June 13, 2000

17. Rules that govern Money Purchase Plans

    By Guest kjvilla, January 10, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 10, 2001

18. S Corp dividends paid to Profit Sharing Trust

    By dmb, March 26, 2002
    • 13 replies
    • 3.8k views
    • 
    • Kirk Maldonado
    • March 29, 2002

19. S Corp plan

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

20. S Corporation Advantages

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

21. S Corporation and 2% Shareholder Health Insurance

    By mjf06241972, March 29, 2019
    • 7 replies
    • 7.3k views
    • 
    • justanotheradmin
    • April 5, 2019

22. 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
    • 698 views
    • 
    • Guest
    • October 29, 2008

23. S corporation income issues

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

24. 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
    • 513 views
    • 
    • HMCTPA
    • August 9, 2017

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

    By AlbanyConsultant, February 4, 2020
    • 5 replies
    • 25.8k views
    • 
    • AlbanyConsultant
    • February 11, 2020

26. S-Corp Compensation

    By ERISAAPPLE, March 9, 2018   

    • definition
    • compensation
    • (and 1 more)

      Tagged with:

      • definition
      • compensation
      • s-corporation
    • 4 replies
    • 1.3k views
    • 
    • Larry Starr
    • March 12, 2018

27. S-Corp Distributions As Plan Compensation

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

28. S-Corp Income?

    By dmb, October 1, 2004
    • 4 replies
    • 1.9k views
    • 
    • SoCalActuary
    • October 5, 2004

29. S-Corp shareholder took a loan

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

30. S-corporation deductions

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

31. Sabbatical w/ Eventual Termination

    By Guest lawkid, September 4, 2002
    • 6 replies
    • 3.1k views
    • 
    • mbozek
    • September 6, 2002

32. 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

33. Safe Harbor 401(k) Plans

    By LCARUSI, November 22, 1998
    • 0 replies
    • 2.7k views
    • 
    • LCARUSI
    • November 22, 1998

34. Safe Harbor 401k-Active Military

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

35. Safe Harbor Compensation

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

36. Safe Harbor Contribution

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

37. Safe Harbor contribution not made

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

38. Safe Harbor Contributions

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

39. Safe Harbor for deposit of EE salary deferrals

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

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

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

41. Safe Harbor Match in AA

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

42. Safe Harbor or General Nondiscrimination Test

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

43. SAFE HARBOR PLAN - mid year?

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

44. Safe Harbor Plans

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

45. safe harbor plans joining PEPs mid year

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

46. Salary continuation

    By Santo Gold, January 23, 2008
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • January 23, 2008

47. Salary Deferral DB Plan?

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

48. Salary Deferral for Small Business employee/shareholders?

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

49. Salary deferrals in a Leveraged KSOP

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

50. Sale of art work by a Money Purchase Plan

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