Retirement Plans in General

4,827 topics in this forum

1. Selective vesting in NQDC plan

   By cathyw, Monday at 08:59 PM
   • 3 replies
   • 74 views
   • 
   • Luke Bailey
   • 15 hours ago

2. Wrong EIN on 5500 filing - how to correct

   By ldr, 17 hours ago
   • 2 replies
   • 39 views
   • 
   • ldr
   • 15 hours ago

3. Affiliation??

   By Jakyasar, Wednesday at 02:33 PM
   • 10 replies
   • 117 views
   • 
   • Jakyasar
   • 21 hours ago

4. deduction limit

   By Jakyasar, Tuesday at 01:21 PM
   • 4 replies
   • 112 views
   • 
   • Bob the Swimmer
   • Tuesday at 10:21 PM

5. Background about Puerto Rico plans

   By MWeddell, September 11
   • 2 replies
   • 99 views
   • 
   • MWeddell
   • Tuesday at 09:34 PM

6. Mechanics of CARES loans

   By Cynchbeast, September 11
   • 3 replies
   • 215 views
   • 
   • Luke Bailey
   • Monday at 08:47 PM

7. Max Employer Contribution Limit

   By mjf06241972, Monday at 05:52 PM
   • 1 reply
   • 110 views
   • 
   • Lou S.
   • Monday at 06:52 PM

8. Revisiting seasoned contributions for life insurance in dc plans

   By Jakyasar, September 10
   • 2 replies
   • 143 views
   • 
   • Jakyasar
   • September 10

9. Who can get the deduction?

   By Jakyasar, September 3
   • 10 replies
   • 227 views
   • 
   • Jakyasar
   • September 8

10. IFR - Lifetime Income Illustrations

    By Madison71, September 3
    • 2 replies
    • 142 views
    • 
    • Madison71
    • September 4

11. LLC Taxed as Corporation- Still A Partnership under 1563?

    By chibenefits, September 2
    • 6 replies
    • 228 views
    • 
    • chibenefits
    • September 3

12. revisiting life insurance in combo plans

    By Jakyasar, August 31
    • 12 replies
    • 233 views
    • 
    • Mike Preston
    • September 3

13. 2 year eligibility

    By Belgarath, September 2
    • 1 reply
    • 163 views
    • 
    • Bird
    • September 2

14. SAR for Final 5500 (Plan Merger)

    By Gilmore, August 31
    • 3 replies
    • 186 views
    • 
    • Alonzo Church
    • September 2

15. CG compensation: sole prop loss and s-corp in same year

    By AlbanyConsultant, August 24
    • 18 replies
    • 373 views
    • 
    • AlbanyConsultant
    • August 31

16. Looking for an old EGTRRA Opinion Letter

    By jeff77, August 28
    • 0 replies
    • 180 views
    • 
    • jeff77
    • August 28

17. Cashout when rollovers are involved

    By BG5150, August 27
    • 1 reply
    • 308 views
    • 
    • C. B. Zeller
    • August 27

18. Plan assets invested in partnership

    By eml691, August 21
    • 4 replies
    • 300 views
    • 
    • JOH
    • August 26

19. ERISA anti-alienation

    By Ian, August 24
    • 5 replies
    • 253 views
    • 
    • Ian
    • August 24

20. Beneficiaries.

    By Revecandy, August 20   

    • kehoe account
    • 1 reply
    • 300 views
    • 
    • Alonzo Church
    • August 21

21. Amended plan too soon

    By JARichardson, August 18
    • 3 replies
    • 290 views
    • 
    • JARichardson
    • August 18

22. Late profit sharing contribution

    By Cynchbeast, August 13
    • 6 replies
    • 359 views
    • 
    • Kevin C
    • August 14

23. Engagement agreement language

    By Belgarath, August 6
    • 5 replies
    • 449 views
    • 
    • RatherBeGolfing
    • August 7

24. Change in When Forfeiture occurs

    By DJL, August 6
    • 1 reply
    • 376 views
    • 
    • Bird
    • August 7

25. Attribution Rules for Family Limited Partnerships

    By JustMe, August 5
    • 1 reply
    • 262 views
    • 
    • Luke Bailey
    • August 6