Retirement Plans in General

5,761 topics in this forum

1. Enhanced SH Match

   By jkdoll2, Wednesday at 08:09 PM
   • 3 replies
   • 208 views
   • 
   • CuseFan
   • Thursday at 06:49 PM

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

   By KaJay, December 3
   • 8 replies
   • 574 views
   • 
   • Peter Gulia
   • Wednesday at 09:53 PM

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

   By Mleech, Tuesday at 04:04 PM   

   • new comparability
   • 1 reply
   • 222 views
   • 
   • CuseFan
   • Tuesday at 06:19 PM

4. Retiring the end of this year - hurray!

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

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

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

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

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

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

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

8. May look for a new valuation system

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

9. 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

10. Controlled Group Question

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

11. Derrin Watson -- Riding into the sunset

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

12. Controlled Group Relationship - Household Employees

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

13. RMD related

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

14. Family attribution rules and control group

    By TennesseeVeteran, November 12
    • 2 replies
    • 1.1k views
    • 
    • TennesseeVeteran
    • November 13

15. 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
    • 1.6k views
    • 
    • austin3515
    • November 13

16. IRS Releases 2026 Inflation-Adjusted Limits

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

17. 401(k) rollover to 403(b) contains RMD

    By KaJay, July 24
    • 5 replies
    • 3k views
    • 
    • KaJay
    • November 7

18. 2025 IRS form 5330 - paper filing?

    By Belgarath, November 7
    • 4 replies
    • 1k views
    • 
    • Belgarath
    • November 7

19. 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

20. Voya Vesting Update

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

21. Money Purchse Plan Merging into new Profit Sharing Plan

    By Coleboy1, October 23
    • 7 replies
    • 1.2k views
    • 
    • Coleboy1
    • October 28

22. ICYMI - 2026 expected limits

    By John Feldt ERPA CPC QPA, October 24
    • 5 replies
    • 2.6k views
    • 
    • Lois Baker
    • October 27

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

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

24. 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

25. 415(c) limitation for terminating DC plan

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

26. Easy controlled group question

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

27. Senior Fog

    By thepensionmaven, October 21
    • 2 replies
    • 1.1k views
    • 
    • Gilmore
    • October 22

28. IRS on furlough

    By justanotheradmin, October 9
    • 7 replies
    • 5k views
    • 
    • Peter Gulia
    • October 21

29. Trouble with the IRS forms and publications page

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

30. Distribution Security when TPAs are required to approve

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

31. 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

32. OT - Judy Diamond marketing

    By Tax Cowboy, January 21   

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

33. Rehired Participants

    By Connor, September 12
    • 10 replies
    • 4.4k views
    • 
    • ESOP Guy
    • October 6

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

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

35. Form 5330 related for DB plans

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

36. 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

37. Money Purchase Plan- Late Contribution

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

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

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

39. Is RMD required?

    By Jakyasar, September 10
    • 6 replies
    • 3.4k views
    • 
    • Jakyasar
    • September 12

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

    By Lucky32, September 9
    • 16 replies
    • 3.6k views
    • 
    • Lucky32
    • September 11

41. 5500 forms filed by TPA with an esigner authorization

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

42. Takeover and deduction related

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

43. Leased employee and controlled group related

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

44. Former LTPT vesting credit

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

45. MEP situation - one of the more bizarre situations I've encountered

    By Belgarath, September 4
    • 4 replies
    • 4.2k views
    • 
    • Artie M
    • September 4

46. Reporting and withholding re: pension annuity overpayment due to late death notification

    By LABenefits, September 4
    • 0 replies
    • 6.1k views
    • 
    • LABenefits
    • September 4

47. Retirement Plan Expenses

    By Egold, August 30
    • 1 reply
    • 4.2k views
    • 
    • Bill Presson
    • August 30

48. Is SECURE 2022 law?

    By Peter Gulia, February 28, 2024
    • 19 replies
    • 7.4k views
    • 
    • Peter Gulia
    • August 23

49. Vesting related

    By Jakyasar, August 19
    • 7 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 20

50. Tips, Overtime Pay and Payroll for 2025

    By Paul I, August 15
    • 3 replies
    • 2.5k views
    • 
    • Lois Baker
    • August 18