Retirement Plans in General

4,428 topics in this forum

1. Can a 1 participant plan (or just the Trust) continue after the death of the sole participant?

   • 1
   • 2
   • 3

   By RayJJohnsonJr, July 11
   • 50 replies
   • 718 views
   • 
   • Bird
   • Yesterday at 12:16 PM

2. What is an Enrolled Retirement Plan Agent allowed to do?

   By Fiduciary Guidance Counsel, August 10   

   • erpa
   • 14 replies
   • 251 views
   • 
   • Fiduciary Guidance Counsel
   • Tuesday at 06:21 PM

3. LLP "Income" for contribution calculation

   By thepensionmaven, Tuesday at 01:32 AM
   • 1 reply
   • 87 views
   • 
   • Larry Starr
   • Tuesday at 05:59 AM

4. Include ONE union employee in PS/401k Plan

   By imchipbrown, August 9
   • 5 replies
   • 199 views
   • 
   • Larry Starr
   • Monday at 05:59 AM

5. ROBS

   By jpod, August 9
   • 14 replies
   • 219 views
   • 
   • Larry Starr
   • August 10

6. projected limits for 2019

   By Tom Poje, June 12
   • 7 replies
   • 251 views
   • 
   • Mike Preston
   • August 10

7. Affiliated Service Group

   By Dougsbpc, August 8
   • 3 replies
   • 98 views
   • 
   • Belgarath
   • August 10

8. Can they deduct 2017 contrib on 2018 taxes?

   By BG5150, August 8
   • 2 replies
   • 110 views
   • 
   • Larry Starr
   • August 8

9. How does one know whether a partner was employed on the last day of a year?

   By Fiduciary Guidance Counsel, August 3   

   • self-employment
   • 13 replies
   • 272 views
   • 
   • Luke Bailey
   • August 8

10. Affiliated Service Group

    By ERISAAPPLE, July 31
    • 8 replies
    • 183 views
    • 
    • ERISAAPPLE
    • August 7

11. What do you do with a recalcitrant participant?

    By Fiduciary Guidance Counsel, August 1   

    • distribution
    • 20 replies
    • 351 views
    • 
    • jpod
    • August 7

12. asset sale of company

    By thepensionmaven, July 30
    • 7 replies
    • 233 views
    • 
    • Mike Preston
    • August 7

13. Acquisitions and Testing

    By AndyH, July 30
    • 3 replies
    • 168 views
    • 
    • Kevin C
    • August 3

14. Reimbursing Fees

    By RosemaryCR, July 30   

    • fees
    • contributions
    • 10 replies
    • 280 views
    • 
    • Luke Bailey
    • August 2

15. Controlled group issue

    By Nood1e, July 26   

    • divorce
    • adopting employer
    • (and 1 more)

      Tagged with:

      • divorce
      • adopting employer
      • controlled group
    • 5 replies
    • 158 views
    • 
    • Nood1e
    • July 26

16. QSLOB Question

    By calexbraska, July 23
    • 1 reply
    • 103 views
    • 
    • BG5150
    • July 23

17. Money Purchase Plan - restrictions on investments?

    By TaxLawyer1978, July 20
    • 1 reply
    • 109 views
    • 
    • Larry Starr
    • July 20

18. Are J-1 Visa Interns and Trainees "Employees" for Retirement Plan purposes?

    By cheersmate, May 9   

    • student visa
    • interns
    • (and 4 more)

      Tagged with:

      • student visa
      • interns
      • trainees
      • j-1
      • j1
      • j-1 visa
    • 12 replies
    • 336 views
    • 
    • shERPA
    • July 20

19. SEC Guidance on Paying For Filings With Plan Assets

    By Rafael, July 18
    • 4 replies
    • 162 views
    • 
    • Rafael
    • July 18

20. Notification on payouts under $200

    By ldr, June 8   

    • automatic cashout
    • distribution
    • (and 1 more)

      Tagged with:

      • automatic cashout
      • distribution
      • small amounts
    • 6 replies
    • 299 views
    • 
    • draper1
    • July 18

21. First wives club

    By lori.neal14@gmail.com, July 13
    • 1 reply
    • 177 views
    • 
    • david rigby
    • July 13

22. Exclusion of Key Employee

    By retpc, July 9
    • 3 replies
    • 167 views
    • 
    • Larry Starr
    • July 9

23. Pet Insurance

    By JackS, July 5   

    • compensation
    • fringe benefits
    • 1 reply
    • 201 views
    • 
    • Larry Starr
    • July 5

24. Prohibited Transaction - practical effect?

    By Belgarath, June 22
    • 17 replies
    • 463 views
    • 
    • Fiduciary Guidance Counsel
    • July 3

25. Private Employer & Government Plan

    By shERPA, May 16
    • 7 replies
    • 348 views
    • 
    • 401K_AZ
    • June 28