Retirement Plans in General

4,541 topics in this forum

1. Counting service with a predecessor ER--what entry date

   By BG5150, Friday at 07:44 PM
   • 4 replies
   • 75 views
   • 
   • Doc Ument
   • 16 minutes ago

2. Prevailing Wage Distribution

   By mjf06241972, Wednesday at 04:11 PM
   • 2 replies
   • 99 views
   • 
   • Amyrmaid
   • Thursday at 09:30 PM

3. Retired or not retired?

   • 1
   • 2

   By Fiduciary Guidance Counsel, March 19   

   • minimum distribution; severance from employment
   • 35 replies
   • 475 views
   • 
   • jpod
   • Thursday at 08:49 PM

4. Affiliated Service Group - Earned Income

   By CupidMe, March 13   

   • affiliated service group
   • earned income
   • 1 reply
   • 101 views
   • 
   • Kevin C
   • Thursday at 02:23 PM

5. Money Purchase Plan Distribution

   By 52626, March 18
   • 6 replies
   • 224 views
   • 
   • CJ Allen
   • Wednesday at 06:56 PM

6. K-1 income from another partnership

   By Pat Crum, March 19
   • 1 reply
   • 77 views
   • 
   • Luke Bailey
   • March 19

7. 1 company taking over another's 401k plan

   By Santo Gold, March 11
   • 5 replies
   • 161 views
   • 
   • Below Ground
   • March 12

8. beneficiary accounts - count in TH test?

   By AlbanyConsultant, March 8
   • 1 reply
   • 197 views
   • 
   • C. B. Zeller
   • March 9

9. Where to send the final 1099-R for deceased participant

   By KaJay, March 5
   • 11 replies
   • 279 views
   • 
   • rocknrolls2
   • March 6

10. Partnership reduced earned income - 1/2 deduction for SS tax

    By Belgarath, March 5
    • 0 replies
    • 88 views
    • 
    • Belgarath
    • March 5

11. Service Spanning Rules--link please

    By BG5150, March 5
    • 1 reply
    • 106 views
    • 
    • Belgarath
    • March 5

12. Reimburse Trustee For Expenses Incurred

    By Earl, March 1
    • 2 replies
    • 148 views
    • 
    • Earl
    • March 1

13. profit sharing contribution but no profits

    By Santo Gold, February 26
    • 4 replies
    • 207 views
    • 
    • Patricia Neal Jensen
    • February 28

14. Employee HSA Payments

    By mjf06241972, February 26
    • 0 replies
    • 91 views
    • 
    • mjf06241972
    • February 26

15. 1099-Misc income

    By Santo Gold, February 25
    • 10 replies
    • 272 views
    • 
    • FPGuy
    • February 26

16. Schedule C of deceased: living or estate?

    By ldr, February 15   

    • schedule c
    • death
    • (and 1 more)

      Tagged with:

      • schedule c
      • death
      • compensation
    • 4 replies
    • 148 views
    • 
    • Mike Preston
    • February 22

17. Fidelity Bond required?

    By perplexedbypensions, February 14
    • 4 replies
    • 269 views
    • 
    • perplexedbypensions
    • February 14

18. 8955-SSA: Total balance or vested balance?

    By ldr, February 12   

    • 8955-ssa
    • 6 replies
    • 257 views
    • 
    • ldr
    • February 14

19. 404 DC deduction limit "correction"

    By AndrewZ, February 12
    • 4 replies
    • 221 views
    • 
    • AndrewZ
    • February 14

20. First RMD for 70.5

    By ldr, February 6   

    • rmd
    • distribution
    • 5 replies
    • 265 views
    • 
    • ldr
    • February 12

21. Sole prop changes to LLC taxed as unincorporated partnership

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

22. An "other right or feature" for BRF testing

    By Belgarath, February 1
    • 3 replies
    • 254 views
    • 
    • Belgarath
    • February 6

23. Beneficiary determination - is the TPA on the hook?

    By ldr, January 18   

    • death
    • tpa
    • (and 1 more)

      Tagged with:

      • death
      • tpa
      • beneficiary
    • 18 replies
    • 516 views
    • 
    • ESOP Guy
    • January 31

24. 410b PS with 401k Safe Harbor Match - coverage

    By imchipbrown, January 24   

    • 410b
    • profit-sharing
    • (and 3 more)

      Tagged with:

      • 410b
      • profit-sharing
      • 401k
      • safe harbor match
      • coverage
    • 11 replies
    • 257 views
    • 
    • Tom Poje
    • January 29

25. DFVCP filings - multiple years, not all of them ready to file

    By ldr, January 19   

    • dfvcp
    • 5500
    • 9 replies
    • 330 views
    • 
    • thepensionmaven
    • January 26