Retirement Plans in General

4,472 topics in this forum

1. Receivable Employer Contributions

   By msmith, Wednesday at 05:40 PM
   • 5 replies
   • 113 views
   • 
   • msmith
   • 5 hours ago

2. Withholding rules for Canadian's annuity directly deposited to US banking institution

   By KaJay, Friday at 02:44 PM
   • 2 replies
   • 63 views
   • 
   • KaJay
   • Friday at 08:19 PM

3. How to locate copies of prior 5500EZ Forms

   By SDS, Friday at 07:48 PM
   • 0 replies
   • 21 views
   • 
   • SDS
   • Friday at 07:48 PM

4. DC Contribution made to DB account

   By SSRRS, Thursday at 11:02 PM
   • 1 reply
   • 52 views
   • 
   • david rigby
   • Friday at 02:20 PM

5. Former Employee now 1099

   By MGOAdmin, Tuesday at 02:20 PM   

   • 1099
   • related
   • 3 replies
   • 219 views
   • 
   • Luke Bailey
   • Wednesday at 12:21 AM

6. PBGC question on 5500 reports

   By Cynchbeast, October 12
   • 5 replies
   • 127 views
   • 
   • Lou S.
   • October 15

7. Spanish SARs and SPDs...

   By ESOP Guy, October 11
   • 3 replies
   • 193 views
   • 
   • ESOP Guy
   • October 12

8. PS funding deadline - not 12 months?

   By AlbanyConsultant, September 6
   • 11 replies
   • 323 views
   • 
   • Tom Poje
   • October 12

9. projected limits for 2019

   By Tom Poje, June 12
   • 11 replies
   • 893 views
   • 
   • Carol V. Calhoun
   • October 11

10. What documents needed to replace Recordkeeper/Trustee?

    By TaxLawyer1978, October 8
    • 14 replies
    • 250 views
    • 
    • imchipbrown
    • October 10

11. 5500EZ 5500SF

    By mjf06241972, September 27
    • 18 replies
    • 365 views
    • 
    • Larry Starr
    • October 8

12. 5500EZ and IRS agent

    By SoCalActuary, October 5   

    • rmd
    • 5500ez
    • 3 replies
    • 166 views
    • 
    • Mike Preston
    • October 5

13. CPC Question

    By Madison71, October 4
    • 5 replies
    • 144 views
    • 
    • Mr Bagwell
    • October 5

14. leased employees and compensation

    By M Norton, October 2   

    • leased
    • compensation
    • 3 replies
    • 143 views
    • 
    • Larry Starr
    • October 3

15. changes to EPCRS - VCP filings

    By Tom Poje, October 1
    • 1 reply
    • 92 views
    • 
    • justanotheradmin
    • October 1

16. DFVC filing for large plan

    By Cynchbeast, September 27
    • 9 replies
    • 260 views
    • 
    • Bob the Swimmer
    • September 30

17. VFCP - excise tax on ERISA 406(b)(2) transaction

    By TaxLawyer1978, September 26
    • 3 replies
    • 67 views
    • 
    • Luke Bailey
    • September 28

18. Controlled Group

    By jpod, September 28
    • 1 reply
    • 76 views
    • 
    • jpod
    • September 28

19. Not a controlled group - not an ASG - how to define

    By dottie, September 26
    • 5 replies
    • 182 views
    • 
    • PensionPro
    • September 28

20. Uniform points plan fails nondiscrimination testing

    By Belgarath, September 24
    • 7 replies
    • 119 views
    • 
    • Luke Bailey
    • September 24

21. Invoice on plan paid out of different plan

    By TaxLawyer1978, September 19
    • 4 replies
    • 239 views
    • 
    • Luke Bailey
    • September 20

22. Question re: invalidating TDA non-ERISA status

    By TaxLawyer1978, September 19
    • 4 replies
    • 95 views
    • 
    • Patricia Neal Jensen
    • September 20

23. EIN for trust

    By Cynchbeast, September 17
    • 3 replies
    • 121 views
    • 
    • Larry Starr
    • September 19

24. Gap period earnings for 415 excesses

    By BG5150, September 18
    • 1 reply
    • 85 views
    • 
    • BG5150
    • September 18

25. Sched C and Medical Ins

    By Earl, September 12
    • 4 replies
    • 178 views
    • 
    • Earl
    • September 18