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Retirement Plans in General

5,800 topics in this forum

  1. Rolling over pre-tax monies into Roth IRA directly

    By Jakyasar,
    • 5 replies
    • 169 views

  2. Top-Paid vs Lookback - 2 plans & different options

    By Jakyasar,
    • 5 replies
    • 331 views

  3. Filing Form 8955 for Multiple Years in DFVCP

    By WolverineBenefits,
    • 4 replies
    • 441 views

  4. who is paying the employees?

    By AlbanyConsultant,
    • 4 replies
    • 336 views

  5. Missing 1099-R

    By thepensionmaven,
    • 4 replies
    • 2.1k views

  6. Relius/PPD Base Document

    By Kattdogg12,
    • 1 reply
    • 287 views

  7. RMD on a small amount in DBP

    By Jakyasar,
    • 3 replies
    • 312 views

  8. Solo DB plan for non-equity partner with a twist

    By drakecohen,
    • 3 replies
    • 349 views

  9. Is SECURE 2022 law?

    By Peter Gulia,
    • 20 replies
    • 7.8k views

  10. 414(s) related

    By Jakyasar,
    • 4 replies
    • 448 views

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

    By Peter Gulia,
    • 2 replies
    • 386 views

  12. What Year to Credit Voluntary After Tax Cont?

    By Basically,
    • 2 replies
    • 463 views

  13. Rollover in service distribution

    By thepensionmaven,
    • 6 replies
    • 4.7k views

  14. Inflation-adjusted limits back to 1996 available

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

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

    By Peter Gulia,
    • 11 replies
    • 641 views

  16. MEP Administration

    By WolverineBenefits,
    • 4 replies
    • 464 views

  17. Integration calculation and check on a self employed individual

    By Magill,
    • 3 replies
    • 354 views

  18. Distribution Check

    By ombskid,
    • 6 replies
    • 687 views

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

    By Connor,
    • 6 replies
    • 929 views

  20. Large Plan Audits: what to expect?

    By Miles Leech,   
    • 6 replies
    • 804 views

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

    By Miles Leech,
    • 1 reply
    • 470 views

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

    By ASmithCPA,
    • 3 replies
    • 1.1k views

  23. Family attribution rules and control group

    By TennesseeVeteran,
    • 5 replies
    • 2.1k views

  24. 403(b) plan contribution limits

    By KaJay,
    • 1 reply
    • 777 views

  25. Happy Groundhog Day!

    By CuseFan,
    • 0 replies
    • 275 views

  26. coverage testing two plans in a controlled group

    By AlbanyConsultant,
    • 1 reply
    • 485 views

  27. Mega Back Door related

    By Jakyasar,
    • 6 replies
    • 944 views

  28. 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
    • 1.3k views

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

    By Belgarath,
    • 1 reply
    • 1.2k views

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

    By WDIK,
    • 1 reply
    • 3.5k views

  31. New Career Path into Retirement Plans

    By HarleyBabe,
    • 7 replies
    • 6.5k views

  32. What is my testing age for combo plan?

    By Jakyasar,
    • 1 reply
    • 484 views

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

    By Belgarath,
    • 5 replies
    • 814 views

  34. Annual contributions to a Keogh Plan

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

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

    By ESOP Guy,
    • 6 replies
    • 786 views

  36. Creditor Protection for non-spouse beneficiary

    By Barbara,
    • 0 replies
    • 479 views

  37. Cyle 4 Pre-Approved Plans

    By FormsRstillmylife,
    • 0 replies
    • 488 views

  38. Benefit Admin Training

    By WolverineBenefits,
    • 3 replies
    • 654 views

  39. 2 Single Member Business', same owner... can either business pay the ER Cont?

    By Basically,
    • 2 replies
    • 616 views

  40. HAPPY HOLIDAYS!

    By CuseFan,
    • 2 replies
    • 572 views

  41. SECURE 2.0 - Amend now or later?

    By Sully,
    • 3 replies
    • 1.3k views

  42. Combo plan, CG, deduction related

    By Jakyasar,
    • 2 replies
    • 584 views

  43. New Employer - Short Tax Year

    By Gilmore,
    • 5 replies
    • 784 views

  44. Late deferrals: calculating lost earnings

    By BG5150,
    • 2 replies
    • 1.7k views

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

    By Miles Leech,   
    • 9 replies
    • 785 views

  46. Is RMD required?

    By Jakyasar,
    • 9 replies
    • 3.7k views

  47. Enhanced SH Match

    By jkdoll2,
    • 4 replies
    • 628 views

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

    By KaJay,
    • 8 replies
    • 1.1k views

  49. Retiring the end of this year - hurray!

    By Belgarath,
    • 4 replies
    • 923 views

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

    By Appalachian_Trail,
    • 4 replies
    • 999 views
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