Retirement Plans in General

5,839 topics in this forum

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

   By Cynthia Van Bogaert, 2 hours ago
   • 0 replies
   • 8 views
   • 
   • Cynthia Van Bogaert
   • 2 hours ago

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

   By Cynthia Van Bogaert, Tuesday at 01:38 AM
   • 9 replies
   • 192 views
   • 
   • Cynthia Van Bogaert
   • 4 hours ago

3. Authorized person on investment account

   By Basically, 6 hours ago
   • 1 reply
   • 14 views
   • 
   • Peter Gulia
   • 5 hours ago

4. 5558 vs 5500 - vendor states does not match

   By Jakyasar, Tuesday at 02:57 PM
   • 3 replies
   • 245 views
   • 
   • RatherBeGolfing
   • Tuesday at 05:11 PM

5. Plan Changing from Fiscal Year to Calendar Year

   By FishOn, Monday at 08:42 PM
   • 1 reply
   • 186 views
   • 
   • Bri
   • Tuesday at 01:51 PM

6. 2027 inflation-adjusted amounts?

   By Peter Gulia, Friday at 03:57 PM
   • 3 replies
   • 289 views
   • 
   • Lois Baker
   • Monday at 12:35 AM

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

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

8. Residents of U.S. territory

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

9. Top heavy requirement under DC plan for combo plans

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

10. retroactive adoption/amendment-joinder agreement

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

11. changing eligibility requirements

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

12. 100% Vesting When Contributions Haven't Been Made For a Long Time

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

13. Participating Employer Question

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

14. Tax Identification Number - Plan

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

15. Top Heavy Minimum in Combo Plans

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

16. Terminating Plan with Missing Signed Amendments

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

17. Clients who dont submit census data

    By R. Scott, August 3
    • 10 replies
    • 1.1k views
    • 
    • Paul I
    • August 5

18. Loa repayments not completed in 5 years

    By Jakyasar, July 29
    • 9 replies
    • 1.1k views
    • 
    • fmsinc
    • August 1

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

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

20. Cost of FIS

    By 401kay, April 16, 2025
    • 1 reply
    • 3.8k views
    • 
    • BG5150
    • July 29

21. Cloud-based CalcAir/Datair

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

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

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

23. Very strange and possibly insurmountable retirement plan hurdle

    By scarabrad, June 30
    • 7 replies
    • 1.3k views
    • 
    • fmsinc
    • July 4

24. Plan contributions made in stocks held by corporation

    By Jakyasar, June 26
    • 4 replies
    • 1.1k views
    • 
    • Jakyasar
    • June 30

25. IRS Audit

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

26. controlled group question

    By Santo Gold, June 5
    • 6 replies
    • 1k views
    • 
    • bp parv
    • June 12

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

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

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

    By Jakyasar, June 2
    • 5 replies
    • 1k views
    • 
    • Lou S.
    • June 3

29. PBGC termination, missing participants with small account balances

    By Jakyasar, May 28
    • 7 replies
    • 1.4k views
    • 
    • Calavera
    • June 2

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

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

    Topic was moved to forum Operating a TPA or Consulting Firm

32. Controlled Group Sanity Check

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

33. Is SECURE 2022 law?

    By Peter Gulia, February 28, 2024
    • 21 replies
    • 9k views
    • 
    • Peter Gulia
    • May 25

34. OT - Judy Diamond marketing

    By Tax Cowboy, January 21, 2025   

    • marketing
    • retirement plans
    • 3 replies
    • 4.6k views
    • 
    • Chase Miller
    • May 22

35. Family attribution rules and control group

    By TennesseeVeteran, November 12, 2025
    • 7 replies
    • 4.1k views
    • 
    • Bill Presson
    • May 19

36. Cross testing - groups identified by name

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

37. DC plan deduction limit - combo plan PBGC related

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

38. Combo plan - top heavy related

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

39. Exclusion of a rehiree related

    By Jakyasar, May 7
    • 1 reply
    • 1.1k views
    • 
    • C. B. Zeller
    • May 7

40. Forfeitures - Plan with Related Employers

    By 52626, May 4
    • 5 replies
    • 1k views
    • 
    • David D
    • May 4

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

    By ADJENN01, April 24
    • 6 replies
    • 1.7k views
    • 
    • R Griffith
    • April 29

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

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

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

    By Santo Gold, April 28
    • 3 replies
    • 1.1k views
    • 
    • Santo Gold
    • April 29

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

    By Jakyasar, April 22
    • 25 replies
    • 2.3k views
    • 
    • Jakyasar
    • April 24

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

    By Jakyasar, April 16
    • 5 replies
    • 1.5k views
    • 
    • Jakyasar
    • April 16

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

    By Jakyasar, April 8
    • 5 replies
    • 1.2k views
    • 
    • Jakyasar
    • April 9

47. Filing Form 8955 for Multiple Years in DFVCP

    By WolverineBenefits, April 8
    • 4 replies
    • 1.3k views
    • 
    • WolverineBenefits
    • April 9

48. who is paying the employees?

    By AlbanyConsultant, April 2
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • April 4

49. Missing 1099-R

    By thepensionmaven, June 11, 2024
    • 4 replies
    • 3.1k views
    • 
    • thepensionmaven
    • April 2

50. Relius/PPD Base Document

    By 401kWhisperer, March 26
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • March 27