Retirement Plans in General

5,848 topics in this forum

1. When is RMD due

   By Jakyasar, 13 hours ago
   • 0 replies
   • 23 views
   • 
   • Jakyasar
   • 13 hours ago

2. Deposit contribution w/out EIN?

   By TPApril, October 1
   • 2 replies
   • 302 views
   • 
   • RatherBeGolfing
   • Monday at 04:45 PM

3. Multiemployer plans--what to do

   By BG5150, September 30
   • 4 replies
   • 356 views
   • 
   • CuseFan
   • October 1

4. IRS soon will obsolete some guidance about retirement plans

   By Peter Gulia, September 30
   • 1 reply
   • 363 views
   • 
   • FORMER ESQ.
   • September 30

5. 5500-EZ or 5500-SF for an s-corp with only family members

   By Jakyasar, September 18
   • 17 replies
   • 1.4k views
   • 
   • Jakyasar
   • September 25

6. Ideas for Improving lagging retirement savings for lower- and moderate-income workers

   By Cynthia Van Bogaert, September 16
   • 12 replies
   • 833 views
   • 
   • Cynthia Van Bogaert
   • September 23

7. Sponsor wants to pay PBGC premiums from plan assets

   By Jakyasar, September 23
   • 2 replies
   • 497 views
   • 
   • Jakyasar
   • September 23

8. Combo plan, CB deposit complete by DC component will not be completed by 10/15

   By Jakyasar, September 18
   • 6 replies
   • 684 views
   • 
   • David D
   • September 22

9. Not covered by PBGC anymore, what is the deduction limit for 2026 for DC portion?

   By Jakyasar, September 22
   • 1 reply
   • 414 views
   • 
   • FORMER ESQ.
   • September 22

10. Want to be heard by the IRS? Tired of problematic IRS/RMD pubs and forms?

    By Cynthia Van Bogaert, September 15
    • 14 replies
    • 1.1k views
    • 
    • Cynthia Van Bogaert
    • September 19

11. Can a Plan purchase an investment from an IRA?

    By Basically, September 17
    • 2 replies
    • 602 views
    • 
    • EBECatty
    • September 18

12. Authorized person on investment account

    By Basically, September 16
    • 1 reply
    • 505 views
    • 
    • Peter Gulia
    • September 16

13. 5558 vs 5500 - vendor states does not match

    By Jakyasar, September 15
    • 3 replies
    • 676 views
    • 
    • RatherBeGolfing
    • September 15

14. Plan Changing from Fiscal Year to Calendar Year

    By FishOn, September 14
    • 1 reply
    • 484 views
    • 
    • Bri
    • September 15

15. 2027 inflation-adjusted amounts?

    By Peter Gulia, September 11
    • 3 replies
    • 724 views
    • 
    • Lois Baker
    • September 14

16. LLC Taxed as S-Corp - Family Attribution for Form 5500

    By 401kWhisperer, September 7
    • 5 replies
    • 851 views
    • 
    • Paul I
    • September 10

17. Residents of U.S. territory

    By Just Tri, September 8
    • 1 reply
    • 578 views
    • 
    • Peter Gulia
    • September 8

18. Top heavy requirement under DC plan for combo plans

    By Jakyasar, September 4
    • 5 replies
    • 829 views
    • 
    • Jakyasar
    • September 5

19. retroactive adoption/amendment-joinder agreement

    By Draper55, August 31
    • 4 replies
    • 705 views
    • 
    • austin3515
    • September 1

20. changing eligibility requirements

    By Draper55, August 26
    • 2 replies
    • 796 views
    • 
    • Draper55
    • August 27

21. 100% Vesting When Contributions Haven't Been Made For a Long Time

    By mming, August 23
    • 5 replies
    • 909 views
    • 
    • Paul I
    • August 24

22. Participating Employer Question

    By Dougsbpc, August 11
    • 5 replies
    • 958 views
    • 
    • bp parv
    • August 21

23. Tax Identification Number - Plan

    By 401kWhisperer, August 11
    • 3 replies
    • 1k views
    • 
    • 401kWhisperer
    • August 14

24. Top Heavy Minimum in Combo Plans

    By 401kWhisperer, August 11
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • August 12

25. Terminating Plan with Missing Signed Amendments

    By WolverineBenefits, July 31
    • 3 replies
    • 704 views
    • 
    • Peter Gulia
    • August 10

26. Clients who dont submit census data

    By R. Scott, August 3
    • 10 replies
    • 1.4k views
    • 
    • Paul I
    • August 5

27. Loa repayments not completed in 5 years

    By Jakyasar, July 29
    • 9 replies
    • 1.3k views
    • 
    • fmsinc
    • August 1

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

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

29. Cost of FIS

    By 401kay, April 16, 2025
    • 1 reply
    • 3.9k views
    • 
    • BG5150
    • July 29

30. Cloud-based CalcAir/Datair

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

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

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

32. Very strange and possibly insurmountable retirement plan hurdle

    By scarabrad, June 30
    • 7 replies
    • 1.6k views
    • 
    • fmsinc
    • July 4

33. Plan contributions made in stocks held by corporation

    By Jakyasar, June 26
    • 4 replies
    • 1.3k views
    • 
    • Jakyasar
    • June 30

34. IRS Audit

    By thepensionmaven, June 23
    • 2 replies
    • 1.2k views
    • 
    • thepensionmaven
    • June 23

35. controlled group question

    By Santo Gold, June 5
    • 6 replies
    • 1.3k views
    • 
    • bp parv
    • June 12

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

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

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

    By Jakyasar, June 2
    • 5 replies
    • 1.3k views
    • 
    • Lou S.
    • June 3

38. PBGC termination, missing participants with small account balances

    By Jakyasar, May 28
    • 7 replies
    • 1.6k views
    • 
    • Calavera
    • June 2

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

    By Basically, May 21
    • 4 replies
    • 1.2k views
    • 
    • Basically
    • May 28
40. TPA For Sale?

    Topic was moved to forum Operating a TPA or Consulting Firm

41. Controlled Group Sanity Check

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

42. Is SECURE 2022 law?

    By Peter Gulia, February 28, 2024
    • 21 replies
    • 9.3k views
    • 
    • Peter Gulia
    • May 25

43. OT - Judy Diamond marketing

    By Tax Cowboy, January 21, 2025   

    • marketing
    • retirement plans
    • 3 replies
    • 4.9k views
    • 
    • Chase Miller
    • May 22

44. Family attribution rules and control group

    By TennesseeVeteran, November 12, 2025
    • 7 replies
    • 4.5k views
    • 
    • Bill Presson
    • May 19

45. Cross testing - groups identified by name

    By Jakyasar, May 13
    • 5 replies
    • 1.1k views
    • 
    • Bri
    • May 15

46. DC plan deduction limit - combo plan PBGC related

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

47. Combo plan - top heavy related

    By Jakyasar, May 8
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • May 11

48. Exclusion of a rehiree related

    By Jakyasar, May 7
    • 1 reply
    • 1.3k views
    • 
    • C. B. Zeller
    • May 7

49. Forfeitures - Plan with Related Employers

    By 52626, May 4
    • 5 replies
    • 1.2k views
    • 
    • David D
    • May 4

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

    By ADJENN01, April 24
    • 6 replies
    • 2k views
    • 
    • R Griffith
    • April 29