Retirement Plans in General

5,753 topics in this forum

1. Softball Pension Questions 1 2

   By Basically, August 4, 2021
   • 59 replies
   • 5.7k views
   • 
   • BG5150
   • November 4, 2021

2. Software for tracking client activity

   By mwyatt, October 11, 2003
   • 0 replies
   • 1.5k views
   • 
   • mwyatt
   • October 11, 2003

3. Software suggestions for self-employed/partnership calculations

   By Guest duh, October 1, 2003
   • 4 replies
   • 2.6k views
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   • Archimage
   • October 2, 2003

4. Sole Owner and ERISA Plan

   By SRM, July 29, 2004
   • 2 replies
   • 2.3k views
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   • SRM
   • July 29, 2004

5. Sole P to Corp

   By No Name, March 16, 2005
   • 1 reply
   • 1.1k views
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   • Guest
   • April 1, 2005

6. sole prop and schedule C

   By Guest R. Daestrom, March 24, 2004
   • 8 replies
   • 1.7k views
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   • mwyatt
   • March 26, 2004

7. Sole prop and self employed health insurance deduction

   By Belgarath, March 18, 2011
   • 3 replies
   • 1k views
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   • Belgarath
   • March 22, 2011

8. sole prop becomes an LLC during plan start up...

   By AlbanyConsultant, December 5, 2024
   • 1 reply
   • 2k views
   • 
   • Lou S.
   • December 5, 2024

9. Sole Prop becomes LLC

   By richard, November 12, 1999
   • 5 replies
   • 1.6k views
   • 
   • davef
   • November 16, 1999

10. Sole prop changes to LLC taxed as unincorporated partnership

    By Belgarath, February 7, 2019
    • 6 replies
    • 849 views
    • 
    • Below Ground
    • February 8, 2019

11. Sole prop contribution deadline, extension

    By movedon, March 24, 2010
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • March 25, 2010

12. sole prop filing/funding deadline

    By Santo Gold, July 13, 2010
    • 4 replies
    • 1.4k views
    • 
    • movedon
    • July 13, 2010

13. sole prop incorporates

    By betheeg, March 22, 2008
    • 4 replies
    • 1.2k views
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    • betheeg
    • March 24, 2008

14. Sole Prop Profit Sharing Limit

    By richard, May 8, 1999
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • May 13, 1999

15. Sole prop solo 401k start up; EIN required or SSN allowed

    By Santo Gold, September 8, 2022
    • 2 replies
    • 766 views
    • 
    • Lou S.
    • September 8, 2022

16. Sole Prop to C-corp - amend or terminate plan?

    By Guest haydenks, March 29, 1999
    • 1 reply
    • 1.8k views
    • 
    • Ervin Barham
    • March 30, 1999

17. Sole Prop, PS Plan, Cont Calculation

    By Basically, January 24, 2024
    • 5 replies
    • 759 views
    • 
    • Georgegip
    • February 14, 2024

18. Sole Prop. Maintained a SEP-IRA; Incorporates and Establishes a DBPP in December

    By Guest EMM118, January 12, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2006

19. Sole Prop. w/ Sep and also participant in LLC plan where he is 1/3 par

    By Guest cascigm, September 5, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 5, 2000

20. Sole proprieter owns 2 separate entities

    By R. Butler, September 21, 2010
    • 10 replies
    • 1.7k views
    • 
    • Kevin C
    • September 22, 2010

21. Sole Proprietor

    By Guest nps, May 12, 2003
    • 4 replies
    • 1.2k views
    • 
    • rcline46
    • May 13, 2003

22. Sole Proprietor comp with forfeitures

    By Guest Cbanarer, July 15, 2002
    • 1 reply
    • 3k views
    • 
    • Mike Preston
    • July 16, 2002

23. Sole Proprietor Compensation

    By PensionPro, April 25, 2008
    • 1 reply
    • 1.6k views
    • 
    • mming
    • April 26, 2008

24. Sole proprietor failed to make 2003 contribution to his money purchase plan - consequences?

    By Guest Hilarion, December 22, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2004

25. sole proprietor incoorporated

    By Guest AAASIMON, April 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • April 2, 1999

26. Sole Proprietor Profit Sharing Plan

    By Guest Joe Rak, March 11, 2009
    • 7 replies
    • 4.2k views
    • 
    • J Simmons
    • March 16, 2009

27. Sole Proprietor's Spouse

    By bzorc, October 3, 2005
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • October 4, 2005

28. Sole Props

    By Earl, July 10, 2001
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • July 11, 2001

29. Solo 401(k) for sole proprietor w/multiple interests

    By Guest CjinSF, December 25, 2005
    • 1 reply
    • 1.5k views
    • 
    • saabraa
    • December 25, 2005

30. Solo 401(k) nightmare

    By Guest Phil Schwartz, January 10, 2007
    • 6 replies
    • 2k views
    • 
    • WDIK
    • January 12, 2007

31. solo 401(k) with Mega Back Door Roth

    By truphao, March 8, 2024
    • 6 replies
    • 1.2k views
    • 
    • truphao
    • March 20, 2024

32. Solo 401k, never filed 5500

    By Jakyasar, September 12, 2023
    • 2 replies
    • 669 views
    • 
    • Jakyasar
    • September 12, 2023

33. Solve plan amending requirement by switching to prototype plan?

    By Guest Frank Young, November 8, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 8, 2001

34. Some direction, please!

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

35. some highlights from the ASPA conference

    By Tom Poje, October 30, 2002
    • 4 replies
    • 2k views
    • 
    • Appleby
    • December 10, 2002

36. Some Kind of PT

    By Medusa, October 18, 2006
    • 2 replies
    • 1.2k views
    • 
    • Medusa
    • October 19, 2006

37. Some Participants Didn't Get Allocation of Profit Sharing Contribution

    By Madison71, October 6, 2017
    • 4 replies
    • 2.3k views
    • 
    • Luke Bailey
    • October 9, 2017

38. Someone looking for an actuary

    By Craig Schiller, July 25, 2014   

    • For Cal Pers Plan
    • 0 replies
    • 783 views
    • 
    • Craig Schiller
    • July 25, 2014

39. Sort of Abandoned Plan

    By thepensionmaven, January 27, 2022
    • 3 replies
    • 620 views
    • 
    • imchipbrown
    • January 29, 2022

40. Source Tax Law-Congress Approves Legislation to Clarify

    By Appleby, August 12, 2006
    • 0 replies
    • 1.2k views
    • 
    • Appleby
    • August 12, 2006

41. Sourcebook on Contributory DB Plans?

    By Guest Patrick Foley, May 12, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 14, 2001

42. Spanish SARs and SPDs...

    By ESOP Guy, October 11, 2018
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • October 12, 2018

43. SPD claims procedure

    By Guest Hilarion, January 23, 2004
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • January 23, 2004

44. SPD Mailing Requirements

    By luissaha, July 29, 2016
    • 4 replies
    • 1.7k views
    • 
    • My 2 cents
    • August 1, 2016

45. SPD provided to employees "eligible to participate" in plan

    By Ananda, October 18, 2021
    • 11 replies
    • 1.8k views
    • 
    • ESOP Guy
    • October 20, 2021

46. SPD requirement - the 5 year issue

    By John Feldt ERPA CPC QPA, August 21, 2007
    • 9 replies
    • 4.8k views
    • 
    • John Feldt ERPA CPC QPA
    • September 7, 2007

47. SPD update

    By Guest Tammy2006, January 15, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 16, 2006

48. Special 1-Time Early Retirement Window

    By PJ2009, August 12, 2009
    • 0 replies
    • 1k views
    • 
    • PJ2009
    • August 12, 2009

49. Special participation date

    By Cynchbeast, April 20, 2016
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • April 20, 2016

50. Special Provisions for New Hire

    By Guest pension222, March 25, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2002