Retirement Plans in General

5,772 topics in this forum

1. Sale of Employer Securities From Plan

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

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

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

3. 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

4. Same Desk Rule, Spinoff?

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

5. Same sex marriage

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

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

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

7. Same-Sex Marriage

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

8. Sample Letter to Terminated Employees <5000

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

9. Sample size used for the audit of a plan

   By Guest ayler11, July 5, 2000
   • 0 replies
   • 2.5k views
   • 
   • Guest
   • July 5, 2000

10. Sandy

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

11. SAR

    By K-t-F, July 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • July 13, 2004

12. SAR - Information required to be given to participant

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

13. SAR deadline fun

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

14. SAR for Final 5500 (Plan Merger)

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

15. SAR for one-participant plans

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

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

    By Bri, August 16, 2019
    • 12 replies
    • 2.1k views
    • 
    • Bri
    • August 21, 2019

17. SAS 70 report

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

18. SCAM - this is a link to a topic on the 401k board

    By Erik Read, February 7, 2002
    • 0 replies
    • 1.5k views
    • 
    • Erik Read
    • February 7, 2002

19. Sched C and Medical Ins

    By Earl, September 12, 2018
    • 4 replies
    • 621 views
    • 
    • Earl
    • September 18, 2018

20. sched C income from 2 sources

    By suzeq4ever, March 24, 2011
    • 0 replies
    • 1.4k views
    • 
    • suzeq4ever
    • March 24, 2011

21. Schedule C earnings in year of plan termination.

    By AndyH, November 28, 2000
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • November 28, 2000

22. Schedule C of deceased: living or estate?

    By ldr, February 15, 2019   

    • schedule c
    • death
    • (and 1 more)

      Tagged with:

      • schedule c
      • death
      • compensation
    • 4 replies
    • 932 views
    • 
    • Mike Preston
    • February 22, 2019

23. Schedule C profit sharing contribution

    By Guest chris4013, July 30, 2004
    • 7 replies
    • 5.6k views
    • 
    • Archimage
    • August 3, 2004

24. Schedule E Income Included as Compensation?

    By Lucky32, October 10, 2023
    • 6 replies
    • 1.9k views
    • 
    • Bob the Swimmer
    • October 15, 2023

25. schedule I

    By Guest lip, November 25, 2008
    • 3 replies
    • 1k views
    • 
    • Bird
    • November 25, 2008

26. schedule k-1 assets

    By Draper55, June 26, 2014   

    • reporting
    • 0 replies
    • 1.1k views
    • 
    • Draper55
    • June 26, 2014

27. Schedule K-1 question

    By Belgarath, February 19, 2024
    • 7 replies
    • 784 views
    • 
    • CuseFan
    • February 19, 2024

28. schedule K1 income

    By eilano, February 3, 2006
    • 4 replies
    • 4.7k views
    • 
    • JAY21
    • February 7, 2006

29. Schedule Q

    By Guest carsca, September 6, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 6, 2001

30. Schedule Q (Form 5300) Line/Demo 7

    By dmb, January 7, 2010
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • January 7, 2010

31. Scope of DOL Audit

    By Guest Jill41402, April 6, 2011
    • 3 replies
    • 1.5k views
    • 
    • Peter Gulia
    • April 19, 2011

32. SCP amendment for early inclusion otherwise ineligible person

    By Cynchbeast, May 6, 2016
    • 2 replies
    • 977 views
    • 
    • Cynchbeast
    • May 6, 2016

33. Scrivener's Error?

    By Pammie57, April 16, 2018
    • 19 replies
    • 4.8k views
    • 
    • MoJo
    • August 23, 2018

34. Scrivener's errors

    By Guest Sieve, June 16, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 17, 2010

35. SE income & 401k

    By Monica Barnard, March 4, 2010
    • 1 reply
    • 1.6k views
    • 
    • K2retire
    • March 4, 2010

36. SE income above comp limits

    By Guest EBC, September 8, 2001
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • September 10, 2001

37. SE Income Calculation

    By Dawn Hafner, May 22, 2001
    • 2 replies
    • 3k views
    • 
    • Moe Howard
    • June 22, 2001

38. Sec 162 Executive Bonus Plan

    By Guest Mary Chandler, April 24, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 24, 2001

39. SEC Guidance on Paying For Filings With Plan Assets

    By Rafael, July 18, 2018
    • 4 replies
    • 805 views
    • 
    • Rafael
    • July 18, 2018

40. Section 204(h) Notice when MPP merged into a PSP

    By Guest JDansa, July 22, 2003
    • 6 replies
    • 1.5k views
    • 
    • KJohnson
    • July 23, 2003

41. section 318 attribution

    By Guest gcrechale, March 4, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 5, 1999

42. Section 3401(a) compensation and section 129

    By Guest Rae, January 31, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 31, 2003

43. Section 404 excess and plan termination

    By Sully, November 30, 2005
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • December 2, 2005

44. Section 415 language - multiple plans of one employer

    By Belgarath, August 3, 2012
    • 1 reply
    • 870 views
    • 
    • Everett Moreland
    • August 3, 2012

45. Section 415 limit for commonly controlled businesses.

    By Guest Kim Saunders, April 1, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 23, 1999

46. Section 415(c) limits

    By Belgarath, June 11, 2007
    • 5 replies
    • 2.3k views
    • 
    • masteff
    • June 12, 2007

47. Section 501(c)(2) Corporation

    By Guest John Nelson, January 8, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 8, 2003

48. section 646... same desk rule..

    By K-t-F, December 18, 2006
    • 0 replies
    • 1.1k views
    • 
    • K-t-F
    • December 18, 2006

49. Sections 267 & related entities

    By shERPA, December 8, 2017
    • 1 reply
    • 712 views
    • 
    • Luke Bailey
    • December 11, 2017

50. SECURE 2.0 - Amend now or later?

    By Sully, December 18, 2025
    • 3 replies
    • 741 views
    • 
    • Gilmore
    • December 19, 2025