Retirement Plans in General

5,772 topics in this forum

1. Small Plan Audit Waiver

   By Belgarath, August 2, 2001
   • 5 replies
   • 1.8k views
   • 
   • AndyH
   • August 4, 2001

2. Small Plan or Big Plan?

   By mming, April 23, 2009
   • 2 replies
   • 1.1k views
   • 
   • Lou S.
   • April 24, 2009

3. Small Plan Start Up Cost Credit

   By BeanCounterBlues, June 22, 2007
   • 1 reply
   • 2.5k views
   • 
   • Bird
   • June 22, 2007

4. Small plans and Forbes August 10th issue

   By Guest BobParks, August 20, 1998
   • 3 replies
   • 3.2k views
   • 
   • Guest
   • August 23, 1998

5. Small s.h. 401(k) going to arbitration, former employee requesting money

   By kwalified, December 13, 2016   

   • Distribution not processed
   • 2 replies
   • 759 views
   • 
   • kwalified
   • December 13, 2016

6. SMART Pension Plan Update?

   By Guest Peg H, August 19, 1998
   • 2 replies
   • 2.9k views
   • 
   • Guest
   • August 20, 1998

7. SMM Requirements as to content

   By Belgarath, January 17, 2019
   • 2 replies
   • 766 views
   • 
   • Belgarath
   • January 17, 2019

8. Snap-on or add-on amendments; when can those get used for amending a plan?

   By Guest Enda80, March 5, 2009
   • 1 reply
   • 1.5k views
   • 
   • J Simmons
   • March 5, 2009

9. Sobering lesson on importance of unambiguous forms for plan participan

   By Dave Baker, November 9, 2000
   • 27 replies
   • 4.9k views
   • 
   • Guest
   • November 17, 2000

10. soc sec calculator (for fun, of course!)

    By Tom Poje, November 17, 2017
    • 10 replies
    • 1.5k views
    • 
    • Mike Preston
    • November 29, 2017

11. Social Security - Who benefits?

    By Guest Learning, July 5, 2006
    • 4 replies
    • 4.5k views
    • 
    • Larry M
    • August 9, 2006

12. Social Security becoming an oxymoron?

    By Guest Franklin Evans, December 8, 1998
    • 7 replies
    • 2.7k views
    • 
    • Larry M
    • December 22, 1998

13. Social Security Benefits and Retirement Assets

    By PensionPro, June 6, 2012
    • 4 replies
    • 959 views
    • 
    • PensionPro
    • June 6, 2012

14. Social Security Covered Compensation Table

    By Guest Teddie, May 1, 2013
    • 3 replies
    • 5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 2, 2013

15. Social Security full retirement age mid-year

    By shERPA, April 12, 2021
    • 2 replies
    • 823 views
    • 
    • shERPA
    • April 12, 2021

16. Social Security Level Income and 417(e)

    By Guest Phil, October 7, 1998
    • 6 replies
    • 5.1k views
    • 
    • Wessex
    • October 16, 1998

17. SOCIAL SECURITY REPLACEMENT PLAN

    By Guest BTCISP1969, January 5, 2001
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • January 5, 2001

18. Social Security Wage Base

    By david rigby, December 12, 2001
    • 0 replies
    • 2.9k views
    • 
    • david rigby
    • December 12, 2001

19. Softball Pension Questions 1 2

    By Basically, August 4, 2021
    • 59 replies
    • 5.8k views
    • 
    • BG5150
    • November 4, 2021

20. Software for tracking client activity

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

21. Software suggestions for self-employed/partnership calculations

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

22. Sole Owner and ERISA Plan

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

23. Sole P to Corp

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

24. sole prop and schedule C

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

25. Sole prop and self employed health insurance deduction

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

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

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

27. Sole Prop becomes LLC

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

28. Sole prop changes to LLC taxed as unincorporated partnership

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

29. Sole prop contribution deadline, extension

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

30. sole prop filing/funding deadline

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

31. sole prop incorporates

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

32. Sole Prop Profit Sharing Limit

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

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

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

34. 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

35. Sole Prop, PS Plan, Cont Calculation

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

36. 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

37. 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

38. Sole proprieter owns 2 separate entities

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

39. Sole Proprietor

    By Guest nps, May 12, 2003
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • May 13, 2003

40. Sole Proprietor comp with forfeitures

    By Guest Cbanarer, July 15, 2002
    • 1 reply
    • 3.1k views
    • 
    • Mike Preston
    • July 16, 2002

41. Sole Proprietor Compensation

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

42. 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

43. sole proprietor incoorporated

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

44. Sole Proprietor Profit Sharing Plan

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

45. Sole Proprietor's Spouse

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

46. Sole Props

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

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

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

48. Solo 401(k) nightmare

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

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

    By truphao, March 8, 2024
    • 6 replies
    • 1.3k views
    • 
    • truphao
    • March 20, 2024

50. Solo 401k, never filed 5500

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