Retirement Plans in General

5,781 topics in this forum

1. Compensation Limit - To Prorate or Not...

   By Guest KAGrist, March 17, 2009
   • 1 reply
   • 979 views
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   • Guest
   • March 17, 2009

2. When is receipt of a W-9 necessary?

   By KaJay, January 17, 2019
   • 1 reply
   • 770 views
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   • Luke Bailey
   • January 18, 2019

3. Phone number or address to obtain a new copy of lost favorable determi

   By John A, April 3, 2000
   • 1 reply
   • 1.3k views
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   • Alf
   • April 4, 2000

4. Late adopter - SB attachment

   By Jakyasar, September 23, 2024
   • 1 reply
   • 559 views
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   • Calavera
   • September 23, 2024

5. LLC member "opting out" of PSP

   By SMB, May 30, 2002
   • 1 reply
   • 1.4k views
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   • jaemmons
   • June 13, 2002

6. top heavy testing

   By Guest lskin, August 7, 2006
   • 1 reply
   • 1.3k views
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   • WDIK
   • August 7, 2006

7. Revenue Ruling 80-350

   By Guest Suanne, September 27, 2006
   • 1 reply
   • 1.7k views
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   • Appleby
   • September 27, 2006

8. Question about deducting contributions on your tax return

   By Guest Enda80, August 2, 2009
   • 1 reply
   • 905 views
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   • Belgarath
   • August 3, 2009

9. Form 5300 Demos

   By Guest bobolink, January 20, 2010
   • 1 reply
   • 1.6k views
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   • Blinky the 3-eyed Fish
   • January 20, 2010

10. Determination Letter Process

    By IRA, May 12, 2011
    • 1 reply
    • 1k views
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    • Guest
    • May 12, 2011

11. US citizen, foreign company

    By ombskid, August 11, 2014
    • 1 reply
    • 784 views
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    • Flyboyjohn
    • August 11, 2014

12. Affiliated Service Group

    By RJM5FF, November 16, 2017   

    • affiliated service group
    • b-organization
    • (and 4 more)

      Tagged with:

      • affiliated service group
      • b-organization
      • irc 414
      • first service organization
      • fso
      • irc 414(m)
    • 1 reply
    • 616 views
    • 
    • ETA Consulting LLC
    • November 16, 2017

13. Small Plan Audit

    By WDIK, July 7, 2003
    • 1 reply
    • 995 views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2003

14. Some direction, please!

    By SMB, February 14, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 14, 2007

15. 100% owner in two companies

    By abanky, August 2, 2007
    • 1 reply
    • 1k views
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    • J Simmons
    • August 2, 2007

16. Form 5558 question; do they still send out that letter that they inform taxpayers to keep with with their tax records? Form 5558 question; do they st

    By Guest Enda80, August 2, 2009
    • 1 reply
    • 1.7k views
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    • Jim Chad
    • August 3, 2009

17. Happy Holidays

    By Jakyasar, December 23, 2022
    • 1 reply
    • 638 views
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    • MP CPC
    • December 27, 2022

18. Coverage/nondiscrimination testing with non-participating Controlled group member

    By Belgarath, March 7, 2017
    • 1 reply
    • 415 views
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    • Tom Poje
    • March 7, 2017

19. Compensation used in a 401k plan

    By Santo Gold, January 21, 2022
    • 1 reply
    • 980 views
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    • C. B. Zeller
    • January 21, 2022

20. Short Plan Year - Excludable Employees?

    By John A, April 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 19, 2002

21. Contribution requirement for Money Purchase Plan

    By Guest 401kadmin, June 9, 2005
    • 1 reply
    • 1.2k views
    • 
    • JAY21
    • June 9, 2005

22. Form 5330

    By Guest pension gofer, July 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • July 7, 2008

23. Hurricane Dorian

    By RatherBeGolfing, August 30, 2019
    • 1 reply
    • 507 views
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    • duckthing
    • August 30, 2019

24. Retirement Funds

    By Guest swaid, April 20, 1999
    • 1 reply
    • 1.8k views
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    • david rigby
    • April 21, 1999

25. Defined Benefit Calculation Systems

    By Guest julianne brown, April 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 17, 2000

26. How long after a plan year ends can a contribution be made and still b

    By John A, April 27, 2001
    • 1 reply
    • 1.2k views
    • 
    • IRC401
    • April 29, 2001

27. Age Weighted Plan document

    By R. Butler, February 14, 2002
    • 1 reply
    • 1.5k views
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    • Mike Preston
    • February 19, 2002

28. State Tax Withholding

    By Archimage, July 29, 2004
    • 1 reply
    • 1.2k views
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    • david rigby
    • July 29, 2004

29. Investment Advisors and fiduciary liability

    By katieinny, April 25, 2006
    • 1 reply
    • 1.1k views
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    • Guest
    • April 26, 2006

30. Top Heavy Calculation with relationship to QDRO

    By stephen, August 16, 2001
    • 1 reply
    • 1.5k views
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    • david rigby
    • August 16, 2001

31. Prohibited Transaction

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

32. Affliiated Service Group question

    By cpc0506, October 21, 2015
    • 1 reply
    • 734 views
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    • shERPA
    • October 21, 2015

33. Affiliated Service Group - Earned Income

    By CupidMe, March 13, 2019   

    • affiliated service group
    • earned income
    • 1 reply
    • 877 views
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    • Kevin C
    • March 21, 2019

34. Controlled Group Attribution

    By LIBERTYKID, May 6, 2019
    • 1 reply
    • 769 views
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    • Luke Bailey
    • May 8, 2019

35. Plan sponsor out of business

    By Guest art, April 23, 1999
    • 1 reply
    • 1.5k views
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    • Guest
    • April 23, 1999

36. Vesting Change

    By dmb, July 30, 2002
    • 1 reply
    • 1.5k views
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    • david rigby
    • July 30, 2002

37. Required Minimum Distribution for an estate

    By Guest terric, June 16, 2004
    • 1 reply
    • 1.2k views
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    • Mary Kay Foss
    • June 18, 2004

38. 2 Incomes employee and self employed

    By Guest szaidman, November 14, 2005
    • 1 reply
    • 1.6k views
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    • Bird
    • November 14, 2005

39. Spinoff scenario

    By Guest Troy S., April 3, 2007
    • 1 reply
    • 1.1k views
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    • J Simmons
    • April 3, 2007

40. Possible Controlled Group and PT Issues

    By mming, January 31, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • February 6, 2009

41. Prevailing Wage and Top Heavy

    By perkinsran, June 17, 2011
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • June 17, 2011

42. Discrectionary Contribution Timing

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

43. Combined plan deduction limit

    By david rigby, February 14, 2007
    • 1 reply
    • 1.4k views
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    • david rigby
    • February 16, 2007

44. How long does an employer have to pay out a pension plan (under $5000)

    By Guest Daniel Grams, April 21, 2000
    • 1 reply
    • 2.1k views
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    • pjkoehler
    • April 21, 2000

45. Moody's Monthly Corporate Average Bond Yields

    By Guest SuzanneM, August 28, 2009
    • 1 reply
    • 3.2k views
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    • WDIK
    • August 28, 2009

46. Multiple Employer Plan

    By Guest benefitsgirl, June 29, 2012
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 30, 2012

47. One or two VCP applications/fees?

    By J Simmons, December 15, 2020
    • 1 reply
    • 667 views
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    • EBECatty
    • December 16, 2020

48. Alternatives to minimum funding requirements

    By eilano, February 14, 2002
    • 1 reply
    • 1.5k views
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    • Belgarath
    • February 14, 2002

49. Controlled Group Relationship - Household Employees

    By Vlad401k, November 21, 2025
    • 1 reply
    • 7.2k views
    • 
    • Peter Gulia
    • November 21, 2025

50. USERRA

    By BTG, September 25, 2009
    • 1 reply
    • 937 views
    • 
    • BTG
    • October 20, 2009