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Retirement Plans in General

5,791 topics in this forum

  1. Inflation-adjusted limits back to 1996 available

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

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

    By Peter Gulia,
    • 11 replies
    • 366 views

  3. MEP Administration

    By WolverineBenefits,
    • 4 replies
    • 279 views

  4. Integration calculation and check on a self employed individual

    By Magill,
    • 3 replies
    • 177 views

  5. Distribution Check

    By ombskid,
    • 6 replies
    • 447 views

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

    By Connor,
    • 6 replies
    • 650 views

  7. Large Plan Audits: what to expect?

    By Miles Leech,   
    • 6 replies
    • 499 views

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

    By Miles Leech,
    • 1 reply
    • 299 views

  9. What Year to Credit Voluntary After Tax Cont?

    By Basically,
    • 1 reply
    • 225 views

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

    By ASmithCPA,
    • 3 replies
    • 731 views

  11. Family attribution rules and control group

    By TennesseeVeteran,
    • 5 replies
    • 1.6k views

  12. 403(b) plan contribution limits

    By KaJay,
    • 1 reply
    • 446 views

  13. Happy Groundhog Day!

    By CuseFan,
    • 0 replies
    • 128 views

  14. coverage testing two plans in a controlled group

    By AlbanyConsultant,
    • 1 reply
    • 319 views

  15. Mega Back Door related

    By Jakyasar,
    • 6 replies
    • 755 views

  16. 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
    • 961 views

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

    By Belgarath,
    • 1 reply
    • 933 views

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

    By WDIK,
    • 1 reply
    • 2.3k views

  19. New Career Path into Retirement Plans

    By HarleyBabe,
    • 7 replies
    • 6.3k views

  20. What is my testing age for combo plan?

    By Jakyasar,
    • 1 reply
    • 307 views

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

    By Belgarath,
    • 5 replies
    • 572 views

  22. Annual contributions to a Keogh Plan

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

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

    By ESOP Guy,
    • 6 replies
    • 533 views

  24. Creditor Protection for non-spouse beneficiary

    By Barbara,
    • 0 replies
    • 315 views

  25. Cyle 4 Pre-Approved Plans

    By FormsRstillmylife,
    • 0 replies
    • 337 views

  26. Benefit Admin Training

    By WolverineBenefits,
    • 3 replies
    • 490 views

  27. 2 Single Member Business', same owner... can either business pay the ER Cont?

    By Basically,
    • 2 replies
    • 460 views

  28. HAPPY HOLIDAYS!

    By CuseFan,
    • 2 replies
    • 393 views

  29. SECURE 2.0 - Amend now or later?

    By Sully,
    • 3 replies
    • 997 views

  30. Combo plan, CG, deduction related

    By Jakyasar,
    • 2 replies
    • 417 views

  31. New Employer - Short Tax Year

    By Gilmore,
    • 5 replies
    • 560 views

  32. Late deferrals: calculating lost earnings

    By BG5150,
    • 2 replies
    • 1k views

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

    By Miles Leech,   
    • 9 replies
    • 581 views

  34. Is RMD required?

    By Jakyasar,
    • 9 replies
    • 3.6k views

  35. Enhanced SH Match

    By jkdoll2,
    • 4 replies
    • 456 views

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

    By KaJay,
    • 8 replies
    • 883 views

  37. Retiring the end of this year - hurray!

    By Belgarath,
    • 4 replies
    • 755 views

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

    By Appalachian_Trail,
    • 4 replies
    • 813 views

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

    By ESOP Guy,
    • 0 replies
    • 547 views

  40. May look for a new valuation system

    By Jakyasar,
    • 0 replies
    • 508 views

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

    By Peter Gulia,
    • 10 replies
    • 4.9k views

  42. Controlled Group Question

    By kimso,
    • 2 replies
    • 834 views

  43. Derrin Watson -- Riding into the sunset

    By S Derrin Watson,
    • 11 replies
    • 1.2k views

  44. Controlled Group Relationship - Household Employees

    By Vlad401k,
    • 1 reply
    • 7.3k views

  45. RMD related

    By Jakyasar,
    • 3 replies
    • 1.1k views

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

    By Peter Gulia,
    • 16 replies
    • 2.1k views

  47. IRS Releases 2026 Inflation-Adjusted Limits

    By Lois Baker,
    • 0 replies
    • 992 views

  48. 401(k) rollover to 403(b) contains RMD

    By KaJay,
    • 5 replies
    • 3.3k views

  49. 2025 IRS form 5330 - paper filing?

    By Belgarath,
    • 4 replies
    • 1.5k views

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

    By Peter Gulia,
    • 1 reply
    • 1.3k views
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