Retirement Plans in General

4,628 topics in this forum

1. § 4971 Excise Taxes and MPPP

   By Bumppo23, yesterday at 10:40 AM   

   • vcp
   • 412
   • (and 8 more)

     Tagged with:

     • vcp
     • 412
     • ppa
     • minimum contribution
     • mppp
     • pension
     • excise tax
     • 4971
     • money purchase pension plans
     • epcrs
   • 0 replies
   • 23 views
   • 
   • Bumppo23
   • Yesterday at 10:40 AM

2. NRA at age 65 and 5th anniv short plan year

   By ESOP Guy, Friday at 08:40 PM
   • 1 reply
   • 23 views
   • 
   • david rigby
   • Yesterday at 02:19 AM

3. Leased Employee? Affiliated Service Group? Unrelated?

   By Phillip, Thursday at 10:25 PM
   • 4 replies
   • 73 views
   • 
   • Luke Bailey
   • Friday at 08:40 PM

4. RMD amounts for IRA included in rollover to 403(b)

   By KaJay, Wednesday at 05:29 PM
   • 5 replies
   • 160 views
   • 
   • KaJay
   • Thursday at 10:12 PM

5. IRS approval of DC documents

   By Belgarath, August 27
   • 1 reply
   • 239 views
   • 
   • Doc Ument
   • Thursday at 06:21 PM

6. Mortgage in 1 person plan

   By DDB BN, September 12
   • 4 replies
   • 266 views
   • 
   • FPGuy
   • Monday at 05:54 PM

7. non-US trustee

   By Santo Gold, September 10
   • 7 replies
   • 278 views
   • 
   • Luke Bailey
   • September 13

8. projected limits for 2020

   By Tom Poje, June 12
   • 2 replies
   • 449 views
   • 
   • John Feldt ERPA CPC QPA
   • September 12

9. Timing of Deposits

   By Gilmore, September 12
   • 0 replies
   • 104 views
   • 
   • Gilmore
   • September 12

10. Government plan language

    By Belgarath, September 11
    • 5 replies
    • 125 views
    • 
    • Belgarath
    • September 12

11. $250K threshhold for owner only plan

    By thepensionmaven, September 10
    • 14 replies
    • 281 views
    • 
    • Belgarath
    • September 12

12. IRS Appeals Mediation

    By SadieJane, September 11
    • 1 reply
    • 152 views
    • 
    • Larry Starr
    • September 11

13. Pre-Approved Plan Providers

    By chibenefits, September 9
    • 5 replies
    • 231 views
    • 
    • Patricia Neal Jensen
    • September 10

14. Foreign owned company wants to recognize service with the parent

    By BG5150, September 6
    • 3 replies
    • 251 views
    • 
    • Larry Starr
    • September 10

15. Funding Deadline -Sole Proprietor Money Purchase Plan

    By Lou81, September 10   

    • money purchase
    • sole proprietor
    • 2 replies
    • 141 views
    • 
    • Lou81
    • September 10

16. Hurricane Dorian

    By RatherBeGolfing, August 30
    • 1 reply
    • 188 views
    • 
    • duckthing
    • August 30

17. LLCs paying other LLCs

    By Bri, August 28
    • 4 replies
    • 211 views
    • 
    • Luke Bailey
    • August 28

18. Controlled group, different plans/years - HCE determination

    By Belgarath, August 28
    • 0 replies
    • 167 views
    • 
    • Belgarath
    • August 28

19. Educational Material for industry newbies

    By BKadmin, August 21
    • 8 replies
    • 417 views
    • 
    • BKadmin
    • August 26

20. Forms and Notices for Participants

    By Pammie57, August 23
    • 2 replies
    • 321 views
    • 
    • Pammie57
    • August 26

21. Personnel Manual and Plan Document differ in eligibility criteria for 403(b)(9) non-electing church plan

    By KaJay, August 20
    • 7 replies
    • 336 views
    • 
    • KaJay
    • August 23

22. California incorporation conversion

    By pgold, August 22   

    • plan amendments?
    • 3 replies
    • 242 views
    • 
    • pgold
    • August 23

23. Employee refusal to allow corrective contribution to 403(b)?

    By KaJay, August 21
    • 4 replies
    • 373 views
    • 
    • Patricia Neal Jensen
    • August 22

24. Mortgage as profit sharing investment

    By ombskid, August 20
    • 7 replies
    • 421 views
    • 
    • Lou S.
    • August 21

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

    By Bri, August 16
    • 12 replies
    • 540 views
    • 
    • Bri
    • August 21