Retirement Plans in General

5,812 topics in this forum

1. PBGC termination, missing participants with small account balances

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

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

   By Basically, May 21
   • 4 replies
   • 287 views
   • 
   • Basically
   • 23 hours ago
3. TPA For Sale?

   Topic was moved to forum Operating a TPA or Consulting Firm

4. Controlled Group Sanity Check

   By HTO, May 22
   • 1 reply
   • 202 views
   • 
   • CuseFan
   • Tuesday at 05:02 PM

5. Is SECURE 2022 law?

   By Peter Gulia, February 28, 2024
   • 21 replies
   • 8.1k views
   • 
   • Peter Gulia
   • Monday at 06:00 PM

6. OT - Judy Diamond marketing

   By Tax Cowboy, January 21, 2025   

   • marketing
   • retirement plans
   • 3 replies
   • 3.7k views
   • 
   • Chase Miller
   • May 22

7. Family attribution rules and control group

   By TennesseeVeteran, November 12, 2025
   • 7 replies
   • 2.5k views
   • 
   • Bill Presson
   • May 19

8. Cross testing - groups identified by name

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

9. DC plan deduction limit - combo plan PBGC related

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

10. Combo plan - top heavy related

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

11. Exclusion of a rehiree related

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

12. Forfeitures - Plan with Related Employers

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

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

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

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

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

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

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

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

    By Jakyasar, April 22
    • 25 replies
    • 1.1k views
    • 
    • Jakyasar
    • April 24

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

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

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

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

19. Filing Form 8955 for Multiple Years in DFVCP

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

20. who is paying the employees?

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

21. Missing 1099-R

    By thepensionmaven, June 11, 2024
    • 4 replies
    • 2.4k views
    • 
    • thepensionmaven
    • April 2

22. Relius/PPD Base Document

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

23. RMD on a small amount in DBP

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

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

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

25. 414(s) related

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

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

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

27. What Year to Credit Voluntary After Tax Cont?

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

28. Rollover in service distribution

    By thepensionmaven, April 17, 2025
    • 6 replies
    • 4.8k views
    • 
    • JenniferOhio
    • March 6

29. Inflation-adjusted limits back to 1996 available

    By Carol V. Calhoun, February 26
    • 19 replies
    • 1.1k views
    • 
    • Carol V. Calhoun
    • March 4

30. 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
    • 881 views
    • 
    • Peter Gulia
    • February 28

31. MEP Administration

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

32. Integration calculation and check on a self employed individual

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

33. Distribution Check

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

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

    By Connor, February 20
    • 6 replies
    • 1.2k views
    • 
    • Artie M
    • February 24

35. Large Plan Audits: what to expect?

    By Miles Leech, February 20   

    • large plan
    • 5500
    • 6 replies
    • 1.2k views
    • 
    • RGDP
    • February 23

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

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

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

    By ASmithCPA, February 14
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 16

38. 403(b) plan contribution limits

    By KaJay, February 3
    • 1 reply
    • 1.1k views
    • 
    • CuseFan
    • February 3

39. Happy Groundhog Day!

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

40. coverage testing two plans in a controlled group

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

41. Mega Back Door related

    By Jakyasar, January 23
    • 6 replies
    • 1.2k views
    • 
    • Jakyasar
    • January 24

42. 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
    • 1.5k views
    • 
    • Peter Gulia
    • January 21

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

    By Belgarath, January 21
    • 1 reply
    • 1.4k views
    • 
    • Paul I
    • January 21

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

    By WDIK, December 2, 2025
    • 1 reply
    • 4.2k views
    • 
    • Kattdogg12
    • January 20

45. New Career Path into Retirement Plans

    By HarleyBabe, January 13
    • 7 replies
    • 6.7k views
    • 
    • HarleyBabe
    • January 15

46. What is my testing age for combo plan?

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

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

    By Belgarath, January 13
    • 5 replies
    • 1k views
    • 
    • Effen
    • January 14

48. Annual contributions to a Keogh Plan

    By With Appreciation...., January 9
    • 3 replies
    • 1.2k views
    • 
    • David D
    • January 9

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

    By ESOP Guy, January 7
    • 6 replies
    • 1.1k views
    • 
    • Paul I
    • January 9

50. Creditor Protection for non-spouse beneficiary

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