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Retirement Plans in General

5,796 topics in this forum

  1. Relius/PPD Base Document

    By Kattdogg12,
    • 0 replies
    • 5 views

  2. RMD on a small amount in DBP

    By Jakyasar,
    • 3 replies
    • 72 views

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

    By drakecohen,
    • 3 replies
    • 134 views

  4. Is SECURE 2022 law?

    By Peter Gulia,
    • 20 replies
    • 7.7k views

  5. 414(s) related

    By Jakyasar,
    • 4 replies
    • 307 views

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

    By Peter Gulia,
    • 2 replies
    • 271 views

  7. What Year to Credit Voluntary After Tax Cont?

    By Basically,
    • 2 replies
    • 344 views

  8. Rollover in service distribution

    By thepensionmaven,
    • 6 replies
    • 4.5k views

  9. Inflation-adjusted limits back to 1996 available

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

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

    By Peter Gulia,
    • 11 replies
    • 507 views

  11. MEP Administration

    By WolverineBenefits,
    • 4 replies
    • 351 views

  12. Integration calculation and check on a self employed individual

    By Magill,
    • 3 replies
    • 257 views

  13. Distribution Check

    By ombskid,
    • 6 replies
    • 546 views

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

    By Connor,
    • 6 replies
    • 788 views

  15. Large Plan Audits: what to expect?

    By Miles Leech,   
    • 6 replies
    • 627 views

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

    By Miles Leech,
    • 1 reply
    • 367 views

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

    By ASmithCPA,
    • 3 replies
    • 897 views

  18. Family attribution rules and control group

    By TennesseeVeteran,
    • 5 replies
    • 1.8k views

  19. 403(b) plan contribution limits

    By KaJay,
    • 1 reply
    • 593 views

  20. Happy Groundhog Day!

    By CuseFan,
    • 0 replies
    • 181 views

  21. coverage testing two plans in a controlled group

    By AlbanyConsultant,
    • 1 reply
    • 391 views

  22. Mega Back Door related

    By Jakyasar,
    • 6 replies
    • 832 views

  23. 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
    • 1.1k views

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

    By Belgarath,
    • 1 reply
    • 1k views

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

    By WDIK,
    • 1 reply
    • 3.2k views

  26. New Career Path into Retirement Plans

    By HarleyBabe,
    • 7 replies
    • 6.4k views

  27. What is my testing age for combo plan?

    By Jakyasar,
    • 1 reply
    • 364 views

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

    By Belgarath,
    • 5 replies
    • 691 views

  29. Annual contributions to a Keogh Plan

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

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

    By ESOP Guy,
    • 6 replies
    • 642 views

  31. Creditor Protection for non-spouse beneficiary

    By Barbara,
    • 0 replies
    • 384 views

  32. Cyle 4 Pre-Approved Plans

    By FormsRstillmylife,
    • 0 replies
    • 401 views

  33. Benefit Admin Training

    By WolverineBenefits,
    • 3 replies
    • 561 views

  34. 2 Single Member Business', same owner... can either business pay the ER Cont?

    By Basically,
    • 2 replies
    • 527 views

  35. HAPPY HOLIDAYS!

    By CuseFan,
    • 2 replies
    • 461 views

  36. SECURE 2.0 - Amend now or later?

    By Sully,
    • 3 replies
    • 1.1k views

  37. Combo plan, CG, deduction related

    By Jakyasar,
    • 2 replies
    • 476 views

  38. New Employer - Short Tax Year

    By Gilmore,
    • 5 replies
    • 666 views

  39. Late deferrals: calculating lost earnings

    By BG5150,
    • 2 replies
    • 1.3k views

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

    By Miles Leech,   
    • 9 replies
    • 662 views

  41. Is RMD required?

    By Jakyasar,
    • 9 replies
    • 3.7k views

  42. Enhanced SH Match

    By jkdoll2,
    • 4 replies
    • 526 views

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

    By KaJay,
    • 8 replies
    • 987 views

  44. Retiring the end of this year - hurray!

    By Belgarath,
    • 4 replies
    • 833 views

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

    By Appalachian_Trail,
    • 4 replies
    • 891 views

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

    By ESOP Guy,
    • 0 replies
    • 606 views

  47. May look for a new valuation system

    By Jakyasar,
    • 0 replies
    • 561 views

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

    By Peter Gulia,
    • 10 replies
    • 5k views

  49. Controlled Group Question

    By kimso,
    • 2 replies
    • 891 views

  50. Derrin Watson -- Riding into the sunset

    By S Derrin Watson,
    • 11 replies
    • 1.4k views
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