Retirement Plans in General

5,806 topics in this forum

1. Exclusion of a rehiree related

   By Jakyasar, 12 hours ago
   • 1 reply
   • 20 views
   • 
   • C. B. Zeller
   • 10 hours ago

2. Forfeitures - Plan with Related Employers

   By 52626, Monday at 03:25 PM
   • 5 replies
   • 280 views
   • 
   • David D
   • Monday at 08:20 PM

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

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

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

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

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

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

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

   By Jakyasar, April 22
   • 25 replies
   • 927 views
   • 
   • Jakyasar
   • April 24

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

   By Jakyasar, April 16
   • 5 replies
   • 712 views
   • 
   • Jakyasar
   • April 16

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

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

9. Filing Form 8955 for Multiple Years in DFVCP

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

10. who is paying the employees?

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

11. Missing 1099-R

    By thepensionmaven, June 11, 2024
    • 4 replies
    • 2.2k views
    • 
    • thepensionmaven
    • April 2

12. Relius/PPD Base Document

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

13. RMD on a small amount in DBP

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

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

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

15. Is SECURE 2022 law?

    By Peter Gulia, February 28, 2024
    • 20 replies
    • 8k views
    • 
    • Peter Gulia
    • March 24

16. 414(s) related

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

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

    By Peter Gulia, March 16
    • 2 replies
    • 663 views
    • 
    • Peter Gulia
    • March 17

18. What Year to Credit Voluntary After Tax Cont?

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

19. Rollover in service distribution

    By thepensionmaven, April 17, 2025
    • 6 replies
    • 4.7k views
    • 
    • JenniferOhio
    • March 6

20. Inflation-adjusted limits back to 1996 available

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

21. 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
    • 770 views
    • 
    • Peter Gulia
    • February 28

22. MEP Administration

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

23. Integration calculation and check on a self employed individual

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

24. Distribution Check

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

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

    By Connor, February 20
    • 6 replies
    • 1.1k views
    • 
    • Artie M
    • February 24

26. Large Plan Audits: what to expect?

    By Miles Leech, February 20   

    • large plan
    • 5500
    • 6 replies
    • 1k views
    • 
    • RGDP
    • February 23

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

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

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

    By ASmithCPA, February 14
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • February 16

29. Family attribution rules and control group

    By TennesseeVeteran, November 12, 2025
    • 5 replies
    • 2.3k views
    • 
    • Jakyasar
    • February 15

30. 403(b) plan contribution limits

    By KaJay, February 3
    • 1 reply
    • 948 views
    • 
    • CuseFan
    • February 3

31. Happy Groundhog Day!

    By CuseFan, February 2
    • 0 replies
    • 351 views
    • 
    • CuseFan
    • February 2

32. coverage testing two plans in a controlled group

    By AlbanyConsultant, January 27
    • 1 reply
    • 575 views
    • 
    • CuseFan
    • January 28

33. Mega Back Door related

    By Jakyasar, January 23
    • 6 replies
    • 1.1k views
    • 
    • Jakyasar
    • January 24

34. 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, January 20
    • 12 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 21

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

    By Belgarath, January 21
    • 1 reply
    • 1.3k views
    • 
    • Paul I
    • January 21

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

    By WDIK, December 2, 2025
    • 1 reply
    • 3.8k views
    • 
    • Kattdogg12
    • January 20

37. New Career Path into Retirement Plans

    By HarleyBabe, January 13
    • 7 replies
    • 6.6k views
    • 
    • HarleyBabe
    • January 15

38. What is my testing age for combo plan?

    By Jakyasar, January 13
    • 1 reply
    • 572 views
    • 
    • John Feldt ERPA CPC QPA
    • January 15

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

    By Belgarath, January 13
    • 5 replies
    • 925 views
    • 
    • Effen
    • January 14

40. Annual contributions to a Keogh Plan

    By With Appreciation...., January 9
    • 3 replies
    • 1.1k views
    • 
    • David D
    • January 9

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

    By ESOP Guy, January 7
    • 6 replies
    • 913 views
    • 
    • Paul I
    • January 9

42. Creditor Protection for non-spouse beneficiary

    By Barbara, January 7
    • 0 replies
    • 553 views
    • 
    • Barbara
    • January 7

43. Cyle 4 Pre-Approved Plans

    By FormsRstillmylife, January 6
    • 0 replies
    • 572 views
    • 
    • FormsRstillmylife
    • January 6

44. Benefit Admin Training

    By WolverineBenefits, December 29, 2025
    • 3 replies
    • 741 views
    • 
    • mbvs
    • December 31, 2025

45. 2 Single Member Business', same owner... can either business pay the ER Cont?

    By Basically, December 16, 2025
    • 2 replies
    • 711 views
    • 
    • Basically
    • December 29, 2025

46. HAPPY HOLIDAYS!

    By CuseFan, December 19, 2025
    • 2 replies
    • 664 views
    • 
    • RatherBeGolfing
    • December 24, 2025

47. SECURE 2.0 - Amend now or later?

    By Sully, December 18, 2025
    • 3 replies
    • 1.4k views
    • 
    • Gilmore
    • December 19, 2025

48. Combo plan, CG, deduction related

    By Jakyasar, December 19, 2025
    • 2 replies
    • 685 views
    • 
    • Jakyasar
    • December 19, 2025

49. New Employer - Short Tax Year

    By Gilmore, December 16, 2025
    • 5 replies
    • 895 views
    • 
    • Gilmore
    • December 18, 2025

50. Late deferrals: calculating lost earnings

    By BG5150, December 16, 2025
    • 2 replies
    • 2.1k views
    • 
    • Artie M
    • December 17, 2025