Retirement Plans in General

5,767 topics in this forum

1. HAPPY HOLIDAYS!

   By CuseFan, Friday at 08:27 PM
   • 1 reply
   • 36 views
   • 
   • Bill Presson
   • Yesterday at 12:51 AM

2. SECURE 2.0 - Amend now or later?

   By Sully, Thursday at 07:27 PM
   • 3 replies
   • 260 views
   • 
   • Gilmore
   • Friday at 10:13 PM

3. Combo plan, CG, deduction related

   By Jakyasar, Friday at 06:01 PM
   • 2 replies
   • 39 views
   • 
   • Jakyasar
   • Friday at 07:33 PM

4. New Employer - Short Tax Year

   By Gilmore, Tuesday at 04:56 PM
   • 5 replies
   • 288 views
   • 
   • Gilmore
   • Thursday at 02:10 PM

5. Late deferrals: calculating lost earnings

   By BG5150, Tuesday at 09:25 PM
   • 2 replies
   • 275 views
   • 
   • Artie M
   • Wednesday at 10:28 PM

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

   By Mleech, December 9   

   • new comparability
   • 9 replies
   • 332 views
   • 
   • John Feldt ERPA CPC QPA
   • Wednesday at 07:41 PM

7. 2 Single Member Business', same owner... can either business pay the ER Cont?

   By Basically, Tuesday at 09:06 PM
   • 1 reply
   • 159 views
   • 
   • CuseFan
   • Wednesday at 05:57 PM

8. Is RMD required?

   By Jakyasar, September 10
   • 9 replies
   • 3.5k views
   • 
   • Jakyasar
   • Tuesday at 02:58 PM

9. Enhanced SH Match

   By jkdoll2, December 10
   • 4 replies
   • 265 views
   • 
   • BG5150
   • Monday at 04:56 PM

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

    By KaJay, December 3
    • 8 replies
    • 616 views
    • 
    • Peter Gulia
    • December 10

11. Retiring the end of this year - hurray!

    By Belgarath, December 5
    • 4 replies
    • 509 views
    • 
    • Bill Presson
    • December 5

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

    By Appalachian_Trail, December 3
    • 4 replies
    • 625 views
    • 
    • austin3515
    • December 5

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

    By ESOP Guy, December 3
    • 0 replies
    • 385 views
    • 
    • ESOP Guy
    • December 3

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

    By WDIK, December 2
    • 0 replies
    • 646 views
    • 
    • WDIK
    • December 2

15. May look for a new valuation system

    By Jakyasar, December 1
    • 0 replies
    • 351 views
    • 
    • Jakyasar
    • December 1

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

    By Peter Gulia, April 16
    • 10 replies
    • 4.7k views
    • 
    • Belgarath
    • November 26

17. Controlled Group Question

    By kimso, November 21
    • 2 replies
    • 672 views
    • 
    • austin3515
    • November 25

18. Derrin Watson -- Riding into the sunset

    By S Derrin Watson, November 20
    • 11 replies
    • 868 views
    • 
    • BG5150
    • November 24

19. Controlled Group Relationship - Household Employees

    By Vlad401k, November 21
    • 1 reply
    • 625 views
    • 
    • Peter Gulia
    • November 21

20. RMD related

    By Jakyasar, November 7
    • 3 replies
    • 929 views
    • 
    • Jakyasar
    • November 13

21. Family attribution rules and control group

    By TennesseeVeteran, November 12
    • 2 replies
    • 1.2k views
    • 
    • TennesseeVeteran
    • November 13

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

    By Peter Gulia, November 7
    • 16 replies
    • 1.7k views
    • 
    • austin3515
    • November 13

23. IRS Releases 2026 Inflation-Adjusted Limits

    By Lois Baker, November 13
    • 0 replies
    • 807 views
    • 
    • Lois Baker
    • November 13

24. 401(k) rollover to 403(b) contains RMD

    By KaJay, July 24
    • 5 replies
    • 3.1k views
    • 
    • KaJay
    • November 7

25. 2025 IRS form 5330 - paper filing?

    By Belgarath, November 7
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • November 7

26. How to inflation-adjust amounts not designed in Tom Poje’s spreadsheet

    By Peter Gulia, October 25
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • October 29

27. Voya Vesting Update

    By TH 401k, October 27
    • 3 replies
    • 1.1k views
    • 
    • ratherbereading
    • October 29

28. Money Purchse Plan Merging into new Profit Sharing Plan

    By Coleboy1, October 23
    • 7 replies
    • 1.3k views
    • 
    • Coleboy1
    • October 28

29. ICYMI - 2026 expected limits

    By John Feldt ERPA CPC QPA, October 24
    • 5 replies
    • 2.7k views
    • 
    • Lois Baker
    • October 27

30. Does $145,000 inflation-adjust to $150,000?

    By Peter Gulia, October 25
    • 0 replies
    • 1k views
    • 
    • Peter Gulia
    • October 25

31. 2026 COLA Projection of Dollar Limits

    By John Feldt ERPA CPC QPA, August 12
    • 15 replies
    • 4.2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 24

32. 415(c) limitation for terminating DC plan

    By Belgarath, October 23
    • 4 replies
    • 1k views
    • 
    • Belgarath
    • October 24

33. Easy controlled group question

    By Santo Gold, October 14
    • 4 replies
    • 1.3k views
    • 
    • Santo Gold
    • October 23

34. Senior Fog

    By thepensionmaven, October 21
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • October 22

35. IRS on furlough

    By justanotheradmin, October 9
    • 7 replies
    • 5.1k views
    • 
    • Peter Gulia
    • October 21

36. Trouble with the IRS forms and publications page

    By Belgarath, October 9
    • 1 reply
    • 1.9k views
    • 
    • Lois Baker
    • October 9

37. Distribution Security when TPAs are required to approve

    By Tom, October 8
    • 0 replies
    • 1.4k views
    • 
    • Tom
    • October 8

38. How does a plan define disability if there is no Social Security determination?

    By Peter Gulia, October 3
    • 3 replies
    • 1.8k views
    • 
    • Artie M
    • October 6

39. OT - Judy Diamond marketing

    By Tax Cowboy, January 21   

    • marketing
    • retirement plans
    • 2 replies
    • 3.2k views
    • 
    • Bantais
    • October 6

40. Rehired Participants

    By Connor, September 12
    • 10 replies
    • 4.5k views
    • 
    • ESOP Guy
    • October 6

41. How would lacking official inflation-adjusted amounts affect your work?

    By Peter Gulia, September 29
    • 8 replies
    • 2.8k views
    • 
    • Peter Gulia
    • September 29

42. Form 5330 related for DB plans

    By Jakyasar, September 15
    • 3 replies
    • 3.5k views
    • 
    • thepensionmaven
    • September 24

43. Does the proposed rule about qualified tips change how to count an employee’s compensation?

    By Peter Gulia, September 19
    • 1 reply
    • 3.2k views
    • 
    • austin3515
    • September 22

44. Money Purchase Plan- Late Contribution

    By Coleboy1, September 16
    • 4 replies
    • 2.9k views
    • 
    • justanotheradmin
    • September 16

45. EIN requested w/wrong address-file f8822b or get new EIN?

    By TPApril, September 13
    • 1 reply
    • 3.3k views
    • 
    • Bill Presson
    • September 13

46. Retroactively Amend Plan to Make Allocation Requirement More Generous?

    By Lucky32, September 9
    • 16 replies
    • 3.7k views
    • 
    • Lucky32
    • September 11

47. 5500 forms filed by TPA with an esigner authorization

    By Jakyasar, September 9
    • 1 reply
    • 2k views
    • 
    • Paul I
    • September 10

48. Takeover and deduction related

    By Jakyasar, September 4
    • 4 replies
    • 3.4k views
    • 
    • Calavera
    • September 8

49. Leased employee and controlled group related

    By Jakyasar, September 4
    • 3 replies
    • 4.5k views
    • 
    • Jakyasar
    • September 5

50. Former LTPT vesting credit

    By Belgarath, September 5
    • 3 replies
    • 3.4k views
    • 
    • Peter Gulia
    • September 5