Retirement Plans in General

5,505 topics in this forum

1. 401(k) Loans

   By Guest smill014, August 27, 2008
   • 19 replies
   • 9.6k views
   • 
   • Kevin C
   • August 29, 2008

2. Interns

   By Guest JMN, June 9, 2010
   • 19 replies
   • 6.6k views
   • 
   • ETA Consulting LLC
   • December 8, 2011

3. Does a plan pay on a small-estate affidavit?

   By Peter Gulia, November 16, 2018   

   • beneficiary; estate
   • 19 replies
   • 3.1k views
   • 
   • Christine Roberts
   • October 7, 2022

4. employee gets both w-2 and 1099 income

   By himt4, December 13, 2005
   • 19 replies
   • 7.4k views
   • 
   • himt4
   • January 3, 2006

5. May a plan’s assets be used to pay a credit to a participant’s account if she persuades a coworker to join the plan?

   By Peter Gulia, April 15, 2016   

   • exclusive benefit;
   • 18 replies
   • 971 views
   • 
   • movedon
   • April 20, 2016

6. Bonuses PAID in 2023 on a 2022 W-2?

   By Belgarath, September 13, 2022
   • 18 replies
   • 1.3k views
   • 
   • Luke Bailey
   • September 15, 2022

7. Earned income calculation

   By RatherBeGolfing, February 6, 2017
   • 18 replies
   • 724 views
   • 
   • Tom Poje
   • February 17, 2017

8. LLC, taxed as partnership, paying both W-2 and K-1 income to "partners"

   By Belgarath, March 10, 2004
   • 18 replies
   • 45.2k views
   • 
   • Mike Preston
   • July 3, 2017

9. Death of Employee in a Keough Plan

   By Guest carolinawind, September 23, 2004
   • 18 replies
   • 2.3k views
   • 
   • Tom Poje
   • September 29, 2004

10. Who's the beneficiary?

    By Belgarath, April 9, 2019
    • 18 replies
    • 2.3k views
    • 
    • rocknrolls2
    • October 15, 2019

11. Top Heavy Vesting

    By nancy, September 7, 2004
    • 18 replies
    • 3.9k views
    • 
    • AndyH
    • September 10, 2004

12. Annuity Plan under Section 401(a)

    By joel, August 19, 2015
    • 18 replies
    • 1k views
    • 
    • david rigby
    • August 21, 2015

13. Self Employed with Profit Sharing Plan

    By thepensionmaven, August 19, 2015
    • 18 replies
    • 1.4k views
    • 
    • thepensionmaven
    • October 11, 2017

14. Returned from ASPPA

    By Tom Poje, November 9, 2005
    • 18 replies
    • 3.6k views
    • 
    • Guest
    • November 11, 2005

15. Owner opting out of employer contribution. Can he do that?

    By Guest EPS, May 7, 2002
    • 18 replies
    • 3.2k views
    • 
    • Mike Preston
    • May 16, 2002

16. Combo Plan - gateway requirement

    By Jakyasar, December 10, 2020
    • 18 replies
    • 1.5k views
    • 
    • Lou S.
    • March 5, 2021

17. 5500EZ 5500SF

    By mjf06241972, September 27, 2018
    • 18 replies
    • 955 views
    • 
    • Larry Starr
    • October 8, 2018

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

    By AlbanyConsultant, August 24, 2020
    • 18 replies
    • 1.2k views
    • 
    • AlbanyConsultant
    • August 31, 2020

19. Is this individual an employee?

    By Santo Gold, April 25, 2018
    • 18 replies
    • 1.2k views
    • 
    • Belgarath
    • April 27, 2018

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

    By ldr, January 18, 2019   

    • death
    • tpa
    • (and 1 more)

      Tagged with:

      • death
      • tpa
      • beneficiary
    • 18 replies
    • 1.6k views
    • 
    • ESOP Guy
    • January 31, 2019

21. American Benefits Council suggestion about missing or unresponsive participants

    By Peter Gulia, October 3, 2017   

    • missing; unresponsive; ebsa; fiduciary
    • 18 replies
    • 1.5k views
    • 
    • Peter Gulia
    • October 5, 2017

22. 408(b)2 Reporting Period

    By kwalified, May 23, 2012
    • 18 replies
    • 2.2k views
    • 
    • Guest
    • July 2, 2012

23. Partner has negative K1 and a W2--combine?

    By BG5150, February 11, 2022
    • 17 replies
    • 1.4k views
    • 
    • BG5150
    • February 17, 2022

24. Trump to halt fiduciary rule

    By Tom Poje, February 3, 2017
    • 17 replies
    • 737 views
    • 
    • RatherBeGolfing
    • February 9, 2017

25. OK for 3 unrelated plans to own 1/3 shares of investment in single rea

    By mming, February 10, 2003
    • 17 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 21, 2003