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Retirement Plans in General

5,793 topics in this forum

  1. 414(s) related

    By Jakyasar,
    • 4 replies
    • 199 views

  2. Should an employer’s retirement plan accept saver’s-match contributions?

    By Peter Gulia,
    • 2 replies
    • 223 views

  3. What Year to Credit Voluntary After Tax Cont?

    By Basically,
    • 2 replies
    • 324 views

  4. Rollover in service distribution

    By thepensionmaven,
    • 6 replies
    • 4.5k views

  5. Inflation-adjusted limits back to 1996 available

    By Carol V. Calhoun,
    • 19 replies
    • 601 views

  6. Is it fair to charge a participant $30 a year for a locator service she did not request?

    By Peter Gulia,
    • 11 replies
    • 472 views

  7. MEP Administration

    By WolverineBenefits,
    • 4 replies
    • 328 views

  8. Integration calculation and check on a self employed individual

    By Magill,
    • 3 replies
    • 238 views

  9. Distribution Check

    By ombskid,
    • 6 replies
    • 519 views

  10. Is It Permissible for a Plan to Pay IRS Penalties?

    By Connor,
    • 6 replies
    • 751 views

  11. Large Plan Audits: what to expect?

    By Miles Leech,   
    • 6 replies
    • 597 views

  12. Ownership for a company held by many holding firms?

    By Miles Leech,
    • 1 reply
    • 350 views

  13. Post-severance compensation that crosses plan years - practical operation

    By ASmithCPA,
    • 3 replies
    • 862 views

  14. Family attribution rules and control group

    By TennesseeVeteran,
    • 5 replies
    • 1.8k views

  15. 403(b) plan contribution limits

    By KaJay,
    • 1 reply
    • 566 views

  16. Happy Groundhog Day!

    By CuseFan,
    • 0 replies
    • 173 views

  17. coverage testing two plans in a controlled group

    By AlbanyConsultant,
    • 1 reply
    • 375 views

  18. Mega Back Door related

    By Jakyasar,
    • 6 replies
    • 809 views

  19. Instead of a typical last-day condition, may a qualified plan allocate a year’s contribution only among those employed the next February 15?

    By Peter Gulia,
    • 12 replies
    • 1k views

  20. When must the new 402(f) notices be implemented?

    By Belgarath,
    • 1 reply
    • 1k views

  21. IRS Online Application for EIN (Form SS-4) Issues

    By WDIK,
    • 1 reply
    • 3.2k views

  22. New Career Path into Retirement Plans

    By HarleyBabe,
    • 7 replies
    • 6.4k views

  23. What is my testing age for combo plan?

    By Jakyasar,
    • 1 reply
    • 351 views

  24. Anti-cutback rule for union employees in a plan covering both union and non-union employees

    By Belgarath,
    • 5 replies
    • 668 views

  25. Annual contributions to a Keogh Plan

    By With Appreciation....,
    • 3 replies
    • 776 views

  26. Can you define a Break in Service as 12 months working <1,000 hours

    By ESOP Guy,
    • 6 replies
    • 626 views

  27. Creditor Protection for non-spouse beneficiary

    By Barbara,
    • 0 replies
    • 370 views

  28. Cyle 4 Pre-Approved Plans

    By FormsRstillmylife,
    • 0 replies
    • 382 views

  29. Benefit Admin Training

    By WolverineBenefits,
    • 3 replies
    • 547 views

  30. 2 Single Member Business', same owner... can either business pay the ER Cont?

    By Basically,
    • 2 replies
    • 506 views

  31. HAPPY HOLIDAYS!

    By CuseFan,
    • 2 replies
    • 445 views

  32. SECURE 2.0 - Amend now or later?

    By Sully,
    • 3 replies
    • 1.1k views

  33. Combo plan, CG, deduction related

    By Jakyasar,
    • 2 replies
    • 462 views

  34. New Employer - Short Tax Year

    By Gilmore,
    • 5 replies
    • 642 views

  35. Late deferrals: calculating lost earnings

    By BG5150,
    • 2 replies
    • 1.3k views

  36. Any way to fix this profit sharing spread this year?

    By Miles Leech,   
    • 9 replies
    • 648 views

  37. Is RMD required?

    By Jakyasar,
    • 9 replies
    • 3.7k views

  38. Enhanced SH Match

    By jkdoll2,
    • 4 replies
    • 510 views

  39. Wrong definition of compensation used to calculate deferrals in multiple employer plan

    By KaJay,
    • 8 replies
    • 969 views

  40. Retiring the end of this year - hurray!

    By Belgarath,
    • 4 replies
    • 815 views

  41. ASG: Are Schools/Day Cares service organizations?

    By Appalachian_Trail,
    • 4 replies
    • 875 views

  42. Form 5330 filed electronically late with an excise tax due

    By ESOP Guy,
    • 0 replies
    • 587 views

  43. May look for a new valuation system

    By Jakyasar,
    • 0 replies
    • 550 views

  44. If a search for a missing participant finds a new address, what do you do with it?

    By Peter Gulia,
    • 10 replies
    • 5k views

  45. Controlled Group Question

    By kimso,
    • 2 replies
    • 873 views

  46. Derrin Watson -- Riding into the sunset

    By S Derrin Watson,
    • 11 replies
    • 1.3k views

  47. Controlled Group Relationship - Household Employees

    By Vlad401k,
    • 1 reply
    • 7.3k views

  48. RMD related

    By Jakyasar,
    • 3 replies
    • 1.2k views

  49. For an age 60-63 catch-up, is 2026’s inflation adjusted amount $12,000 or $11,250?

    By Peter Gulia,
    • 16 replies
    • 2.3k views

  50. IRS Releases 2026 Inflation-Adjusted Limits

    By Lois Baker,
    • 0 replies
    • 1k views
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