Retirement Plans in General

5,829 topics in this forum

1. changing eligibility requirements

   By Draper55, yesterday at 08:13 PM
   • 2 replies
   • 242 views
   • 
   • Draper55
   • 6 hours ago

2. 100% Vesting When Contributions Haven't Been Made For a Long Time

   By mming, Sunday at 07:52 PM
   • 5 replies
   • 348 views
   • 
   • Paul I
   • Monday at 05:37 PM

3. Participating Employer Question

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

4. Tax Identification Number - Plan

   By 401kWhisperer, August 11
   • 3 replies
   • 593 views
   • 
   • 401kWhisperer
   • August 14

5. Top Heavy Minimum in Combo Plans

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

6. Terminating Plan with Missing Signed Amendments

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

7. Clients who dont submit census data

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

8. Loa repayments not completed in 5 years

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

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

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

10. Cost of FIS

    By 401kay, April 16, 2025
    • 1 reply
    • 3.7k views
    • 
    • BG5150
    • July 29

11. Cloud-based CalcAir/Datair

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

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

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

13. Very strange and possibly insurmountable retirement plan hurdle

    By scarabrad, June 30
    • 7 replies
    • 1.1k views
    • 
    • fmsinc
    • July 4

14. Plan contributions made in stocks held by corporation

    By Jakyasar, June 26
    • 4 replies
    • 899 views
    • 
    • Jakyasar
    • June 30

15. IRS Audit

    By thepensionmaven, June 23
    • 2 replies
    • 802 views
    • 
    • thepensionmaven
    • June 23

16. controlled group question

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

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

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

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

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

19. PBGC termination, missing participants with small account balances

    By Jakyasar, May 28
    • 7 replies
    • 1.2k views
    • 
    • Calavera
    • June 2

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

    By Basically, May 21
    • 4 replies
    • 839 views
    • 
    • Basically
    • May 28
21. TPA For Sale?

    Topic was moved to forum Operating a TPA or Consulting Firm

22. Controlled Group Sanity Check

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

23. Is SECURE 2022 law?

    By Peter Gulia, February 28, 2024
    • 21 replies
    • 8.8k views
    • 
    • Peter Gulia
    • May 25

24. OT - Judy Diamond marketing

    By Tax Cowboy, January 21, 2025   

    • marketing
    • retirement plans
    • 3 replies
    • 4.4k views
    • 
    • Chase Miller
    • May 22

25. Family attribution rules and control group

    By TennesseeVeteran, November 12, 2025
    • 7 replies
    • 3.8k views
    • 
    • Bill Presson
    • May 19

26. Cross testing - groups identified by name

    By Jakyasar, May 13
    • 5 replies
    • 773 views
    • 
    • Bri
    • May 15

27. DC plan deduction limit - combo plan PBGC related

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

28. Combo plan - top heavy related

    By Jakyasar, May 8
    • 5 replies
    • 785 views
    • 
    • Jakyasar
    • May 11

29. Exclusion of a rehiree related

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

30. Forfeitures - Plan with Related Employers

    By 52626, May 4
    • 5 replies
    • 863 views
    • 
    • David D
    • May 4

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

    By ADJENN01, April 24
    • 6 replies
    • 1.5k views
    • 
    • R Griffith
    • April 29

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

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

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

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

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

    By Jakyasar, April 22
    • 25 replies
    • 2k views
    • 
    • Jakyasar
    • April 24

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

    By Jakyasar, April 16
    • 5 replies
    • 1.3k views
    • 
    • Jakyasar
    • April 16

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

    By Jakyasar, April 8
    • 5 replies
    • 1k views
    • 
    • Jakyasar
    • April 9

37. Filing Form 8955 for Multiple Years in DFVCP

    By WolverineBenefits, April 8
    • 4 replies
    • 1.1k views
    • 
    • WolverineBenefits
    • April 9

38. who is paying the employees?

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

39. Missing 1099-R

    By thepensionmaven, June 11, 2024
    • 4 replies
    • 2.9k views
    • 
    • thepensionmaven
    • April 2

40. Relius/PPD Base Document

    By 401kWhisperer, March 26
    • 1 reply
    • 919 views
    • 
    • austin3515
    • March 27

41. RMD on a small amount in DBP

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

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

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

43. 414(s) related

    By Jakyasar, March 20
    • 4 replies
    • 1.1k views
    • 
    • Jakyasar
    • March 20

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

    By Peter Gulia, March 16
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • March 17

45. What Year to Credit Voluntary After Tax Cont?

    By Basically, February 17
    • 2 replies
    • 1k views
    • 
    • Basically
    • March 9

46. Rollover in service distribution

    By thepensionmaven, April 17, 2025
    • 6 replies
    • 5.3k views
    • 
    • JenniferOhio
    • March 6

47. Inflation-adjusted limits back to 1996 available

    By Carol V. Calhoun, February 26
    • 19 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • March 4

48. 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
    • 1.5k views
    • 
    • Peter Gulia
    • February 28

49. MEP Administration

    By WolverineBenefits, February 26
    • 4 replies
    • 1.1k views
    • 
    • justanotheradmin
    • February 27

50. Integration calculation and check on a self employed individual

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