Retirement Plans in General

5,824 topics in this forum

1. Clients who dont submit census data

   By R. Scott, Monday at 04:09 PM
   • 10 replies
   • 446 views
   • 
   • Paul I
   • Wednesday at 03:16 PM

2. Terminating Plan with Missing Signed Amendments

   By WolverineBenefits, July 31
   • 1 reply
   • 141 views
   • 
   • Artie M
   • Tuesday at 01:59 AM

3. Loa repayments not completed in 5 years

   By Jakyasar, July 29
   • 9 replies
   • 340 views
   • 
   • fmsinc
   • Saturday at 04:03 PM

4. Have you ever had a client misuse your work to unfairly influence a third person?

   By Peter Gulia, July 19
   • 3 replies
   • 333 views
   • 
   • R Griffith
   • July 31

5. Cost of FIS

   By 401kay, April 16, 2025
   • 1 reply
   • 3.6k views
   • 
   • BG5150
   • July 29

6. Cloud-based CalcAir/Datair

   By TinaW, July 23
   • 0 replies
   • 198 views
   • 
   • TinaW
   • July 23

7. no reason to start PS-only plan on 12/31?

   By AlbanyConsultant, July 13
   • 1 reply
   • 458 views
   • 
   • austin3515
   • July 13

8. Very strange and possibly insurmountable retirement plan hurdle

   By scarabrad, June 30
   • 7 replies
   • 828 views
   • 
   • fmsinc
   • July 4

9. Plan contributions made in stocks held by corporation

   By Jakyasar, June 26
   • 4 replies
   • 718 views
   • 
   • Jakyasar
   • June 30

10. IRS Audit

    By thepensionmaven, June 23
    • 2 replies
    • 666 views
    • 
    • thepensionmaven
    • June 23

11. controlled group question

    By Santo Gold, June 5
    • 6 replies
    • 682 views
    • 
    • bp parv
    • June 12

12. Non-ERISA Tribal Government Plan Document / Service Provider Need

    By TribalTribal, June 2
    • 2 replies
    • 438 views
    • 
    • TribalTribal
    • June 9

13. Plan sponsor decides to rollover the assets with no paperwork

    By Jakyasar, June 2
    • 5 replies
    • 701 views
    • 
    • Lou S.
    • June 3

14. PBGC termination, missing participants with small account balances

    By Jakyasar, May 28
    • 7 replies
    • 956 views
    • 
    • Calavera
    • June 2

15. Plan EIN Application - "responsible for non payroll tax withholding"

    By Basically, May 21
    • 4 replies
    • 671 views
    • 
    • Basically
    • May 28
16. TPA For Sale?

    Topic was moved to forum Operating a TPA or Consulting Firm

17. Controlled Group Sanity Check

    By HTO, May 22
    • 1 reply
    • 471 views
    • 
    • CuseFan
    • May 26

18. Is SECURE 2022 law?

    By Peter Gulia, February 28, 2024
    • 21 replies
    • 8.6k views
    • 
    • Peter Gulia
    • May 25

19. OT - Judy Diamond marketing

    By Tax Cowboy, January 21, 2025   

    • marketing
    • retirement plans
    • 3 replies
    • 4.2k views
    • 
    • Chase Miller
    • May 22

20. Family attribution rules and control group

    By TennesseeVeteran, November 12, 2025
    • 7 replies
    • 3.5k views
    • 
    • Bill Presson
    • May 19

21. Cross testing - groups identified by name

    By Jakyasar, May 13
    • 5 replies
    • 621 views
    • 
    • Bri
    • May 15

22. DC plan deduction limit - combo plan PBGC related

    By Jakyasar, May 12
    • 4 replies
    • 582 views
    • 
    • Jakyasar
    • May 12

23. Combo plan - top heavy related

    By Jakyasar, May 8
    • 5 replies
    • 613 views
    • 
    • Jakyasar
    • May 11

24. Exclusion of a rehiree related

    By Jakyasar, May 7
    • 1 reply
    • 819 views
    • 
    • C. B. Zeller
    • May 7

25. Forfeitures - Plan with Related Employers

    By 52626, May 4
    • 5 replies
    • 695 views
    • 
    • David D
    • May 4

26. Rolled over cash balance benefit into new cash balance plan

    By ADJENN01, April 24
    • 6 replies
    • 1.4k views
    • 
    • R Griffith
    • April 29

27. Open MEP with Single Employer Cash Balance plan and Profit Sharing

    By Guest_Question, April 29
    • 1 reply
    • 699 views
    • 
    • CuseFan
    • April 29

28. Solo plan plus a 401k plan - necessary?

    By Santo Gold, April 28
    • 3 replies
    • 782 views
    • 
    • Santo Gold
    • April 29

29. Can a 1099 payment be classified as W-2?

    By Jakyasar, April 22
    • 25 replies
    • 1.6k views
    • 
    • Jakyasar
    • April 24

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

    By Jakyasar, April 16
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • April 16

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

    By Jakyasar, April 8
    • 5 replies
    • 867 views
    • 
    • Jakyasar
    • April 9

32. Filing Form 8955 for Multiple Years in DFVCP

    By WolverineBenefits, April 8
    • 4 replies
    • 974 views
    • 
    • WolverineBenefits
    • April 9

33. who is paying the employees?

    By AlbanyConsultant, April 2
    • 4 replies
    • 845 views
    • 
    • Peter Gulia
    • April 4

34. Missing 1099-R

    By thepensionmaven, June 11, 2024
    • 4 replies
    • 2.8k views
    • 
    • thepensionmaven
    • April 2

35. Relius/PPD Base Document

    By Kattdogg12, March 26
    • 1 reply
    • 788 views
    • 
    • austin3515
    • March 27

36. RMD on a small amount in DBP

    By Jakyasar, March 26
    • 3 replies
    • 775 views
    • 
    • Bill Presson
    • March 26

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

    By drakecohen, March 25
    • 3 replies
    • 845 views
    • 
    • FORMER ESQ.
    • March 25

38. 414(s) related

    By Jakyasar, March 20
    • 4 replies
    • 938 views
    • 
    • Jakyasar
    • March 20

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

    By Peter Gulia, March 16
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 17

40. What Year to Credit Voluntary After Tax Cont?

    By Basically, February 17
    • 2 replies
    • 886 views
    • 
    • Basically
    • March 9

41. Rollover in service distribution

    By thepensionmaven, April 17, 2025
    • 6 replies
    • 5.1k views
    • 
    • JenniferOhio
    • March 6

42. Inflation-adjusted limits back to 1996 available

    By Carol V. Calhoun, February 26
    • 19 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • March 4

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

    By Peter Gulia, February 25
    • 11 replies
    • 1.3k views
    • 
    • Peter Gulia
    • February 28

44. MEP Administration

    By WolverineBenefits, February 26
    • 4 replies
    • 920 views
    • 
    • justanotheradmin
    • February 27

45. Integration calculation and check on a self employed individual

    By Magill, February 24
    • 3 replies
    • 832 views
    • 
    • Bri
    • February 26

46. Distribution Check

    By ombskid, February 24
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • February 25

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

    By Connor, February 20
    • 6 replies
    • 1.6k views
    • 
    • Artie M
    • February 24

48. Large Plan Audits: what to expect?

    By Miles Leech, February 20   

    • large plan
    • 5500
    • 6 replies
    • 1.7k views
    • 
    • RGDP
    • February 23

49. ownership Ownership for a company held by many holding firms?

    By Miles Leech, February 16
    • 1 reply
    • 910 views
    • 
    • Peter Gulia
    • February 17

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

    By ASmithCPA, February 14
    • 3 replies
    • 1.8k views
    • 
    • Peter Gulia
    • February 16