Retirement Plans in General

5,816 topics in this forum

1. IRS Audit

   By thepensionmaven, Tuesday at 12:29 PM
   • 2 replies
   • 383 views
   • 
   • thepensionmaven
   • Tuesday at 09:34 PM

2. controlled group question

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

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

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

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

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

5. PBGC termination, missing participants with small account balances

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

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

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

   Topic was moved to forum Operating a TPA or Consulting Firm

8. Controlled Group Sanity Check

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

9. Is SECURE 2022 law?

   By Peter Gulia, February 28, 2024
   • 21 replies
   • 8.3k views
   • 
   • Peter Gulia
   • May 25

10. OT - Judy Diamond marketing

    By Tax Cowboy, January 21, 2025   

    • marketing
    • retirement plans
    • 3 replies
    • 3.9k views
    • 
    • Chase Miller
    • May 22

11. Family attribution rules and control group

    By TennesseeVeteran, November 12, 2025
    • 7 replies
    • 2.9k views
    • 
    • Bill Presson
    • May 19

12. Cross testing - groups identified by name

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

13. DC plan deduction limit - combo plan PBGC related

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

14. Combo plan - top heavy related

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

15. Exclusion of a rehiree related

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

16. Forfeitures - Plan with Related Employers

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

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

    By ADJENN01, April 24
    • 6 replies
    • 1.1k views
    • 
    • R Griffith
    • April 29

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

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

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

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

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

    By Jakyasar, April 22
    • 25 replies
    • 1.3k views
    • 
    • Jakyasar
    • April 24

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

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

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

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

23. Filing Form 8955 for Multiple Years in DFVCP

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

24. who is paying the employees?

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

25. Missing 1099-R

    By thepensionmaven, June 11, 2024
    • 4 replies
    • 2.5k views
    • 
    • thepensionmaven
    • April 2

26. Relius/PPD Base Document

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

27. RMD on a small amount in DBP

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

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

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

29. 414(s) related

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

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

    By Peter Gulia, March 16
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 17

31. What Year to Credit Voluntary After Tax Cont?

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

32. Rollover in service distribution

    By thepensionmaven, April 17, 2025
    • 6 replies
    • 4.9k views
    • 
    • JenniferOhio
    • March 6

33. Inflation-adjusted limits back to 1996 available

    By Carol V. Calhoun, February 26
    • 19 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • March 4

34. 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
    • 1k views
    • 
    • Peter Gulia
    • February 28

35. MEP Administration

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

36. Integration calculation and check on a self employed individual

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

37. Distribution Check

    By ombskid, February 24
    • 6 replies
    • 1k views
    • 
    • Peter Gulia
    • February 25

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

    By Connor, February 20
    • 6 replies
    • 1.3k views
    • 
    • Artie M
    • February 24

39. Large Plan Audits: what to expect?

    By Miles Leech, February 20   

    • large plan
    • 5500
    • 6 replies
    • 1.4k views
    • 
    • RGDP
    • February 23

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

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

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

    By ASmithCPA, February 14
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • February 16

42. 403(b) plan contribution limits

    By KaJay, February 3
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • February 3

43. Happy Groundhog Day!

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

44. coverage testing two plans in a controlled group

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

45. Mega Back Door related

    By Jakyasar, January 23
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • January 24

46. 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
    • 1.7k views
    • 
    • Peter Gulia
    • January 21

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

    By Belgarath, January 21
    • 1 reply
    • 1.5k views
    • 
    • Paul I
    • January 21

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

    By WDIK, December 2, 2025
    • 1 reply
    • 4.8k views
    • 
    • Kattdogg12
    • January 20

49. New Career Path into Retirement Plans

    By HarleyBabe, January 13
    • 7 replies
    • 6.8k views
    • 
    • HarleyBabe
    • January 15

50. What is my testing age for combo plan?

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