Retirement Plans in General

5,751 topics in this forum

1. Derrin Watson -- Riding into the sunset

   By S Derrin Watson, 12 hours ago
   • 8 replies
   • 95 views
   • 
   • Bill Presson
   • 6 hours ago

2. RMD related

   By Jakyasar, November 7
   • 3 replies
   • 429 views
   • 
   • Jakyasar
   • November 13

3. Family attribution rules and control group

   By TennesseeVeteran, November 12
   • 2 replies
   • 650 views
   • 
   • TennesseeVeteran
   • November 13

4. For an age 60-63 catch-up, is 2026’s inflation adjusted amount $12,000 or $11,250?

   By Peter Gulia, November 7
   • 16 replies
   • 1.1k views
   • 
   • austin3515
   • November 13

5. IRS Releases 2026 Inflation-Adjusted Limits

   By Lois Baker, November 13
   • 0 replies
   • 305 views
   • 
   • Lois Baker
   • November 13

6. 401(k) rollover to 403(b) contains RMD

   By KaJay, July 24
   • 5 replies
   • 2.6k views
   • 
   • KaJay
   • November 7

7. 2025 IRS form 5330 - paper filing?

   By Belgarath, November 7
   • 4 replies
   • 504 views
   • 
   • Belgarath
   • November 7

8. How to inflation-adjust amounts not designed in Tom Poje’s spreadsheet

   By Peter Gulia, October 25
   • 1 reply
   • 545 views
   • 
   • Tom Poje
   • October 29

9. Voya Vesting Update

   By TH 401k, October 27
   • 3 replies
   • 565 views
   • 
   • ratherbereading
   • October 29

10. Money Purchse Plan Merging into new Profit Sharing Plan

    By Coleboy1, October 23
    • 7 replies
    • 745 views
    • 
    • Coleboy1
    • October 28

11. ICYMI - 2026 expected limits

    By John Feldt ERPA CPC QPA, October 24
    • 5 replies
    • 2.1k views
    • 
    • Lois Baker
    • October 27

12. Does $145,000 inflation-adjust to $150,000?

    By Peter Gulia, October 25
    • 0 replies
    • 569 views
    • 
    • Peter Gulia
    • October 25

13. 2026 COLA Projection of Dollar Limits

    By John Feldt ERPA CPC QPA, August 12
    • 15 replies
    • 3.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 24

14. 415(c) limitation for terminating DC plan

    By Belgarath, October 23
    • 4 replies
    • 581 views
    • 
    • Belgarath
    • October 24

15. Easy controlled group question

    By Santo Gold, October 14
    • 4 replies
    • 816 views
    • 
    • Santo Gold
    • October 23

16. Senior Fog

    By thepensionmaven, October 21
    • 2 replies
    • 672 views
    • 
    • Gilmore
    • October 22

17. IRS on furlough

    By justanotheradmin, October 9
    • 7 replies
    • 4.6k views
    • 
    • Peter Gulia
    • October 21

18. Trouble with the IRS forms and publications page

    By Belgarath, October 9
    • 1 reply
    • 1.1k views
    • 
    • Lois Baker
    • October 9

19. Distribution Security when TPAs are required to approve

    By Tom, October 8
    • 0 replies
    • 958 views
    • 
    • Tom
    • October 8

20. How does a plan define disability if there is no Social Security determination?

    By Peter Gulia, October 3
    • 3 replies
    • 1.3k views
    • 
    • Artie M
    • October 6

21. OT - Judy Diamond marketing

    By Tax Cowboy, January 21   

    • marketing
    • retirement plans
    • 2 replies
    • 2.7k views
    • 
    • Bantais
    • October 6

22. Rehired Participants

    By Connor, September 12
    • 10 replies
    • 3.8k views
    • 
    • ESOP Guy
    • October 6

23. How would lacking official inflation-adjusted amounts affect your work?

    By Peter Gulia, September 29
    • 8 replies
    • 2.4k views
    • 
    • Peter Gulia
    • September 29

24. Form 5330 related for DB plans

    By Jakyasar, September 15
    • 3 replies
    • 3.1k views
    • 
    • thepensionmaven
    • September 24

25. Does the proposed rule about qualified tips change how to count an employee’s compensation?

    By Peter Gulia, September 19
    • 1 reply
    • 2.8k views
    • 
    • austin3515
    • September 22

26. Money Purchase Plan- Late Contribution

    By Coleboy1, September 16
    • 4 replies
    • 2.5k views
    • 
    • justanotheradmin
    • September 16

27. EIN requested w/wrong address-file f8822b or get new EIN?

    By TPApril, September 13
    • 1 reply
    • 2.9k views
    • 
    • Bill Presson
    • September 13

28. Is RMD required?

    By Jakyasar, September 10
    • 6 replies
    • 3k views
    • 
    • Jakyasar
    • September 12

29. Retroactively Amend Plan to Make Allocation Requirement More Generous?

    By Lucky32, September 9
    • 16 replies
    • 3.1k views
    • 
    • Lucky32
    • September 11

30. 5500 forms filed by TPA with an esigner authorization

    By Jakyasar, September 9
    • 1 reply
    • 1.5k views
    • 
    • Paul I
    • September 10

31. Takeover and deduction related

    By Jakyasar, September 4
    • 4 replies
    • 3k views
    • 
    • Calavera
    • September 8

32. Leased employee and controlled group related

    By Jakyasar, September 4
    • 3 replies
    • 4.1k views
    • 
    • Jakyasar
    • September 5

33. Former LTPT vesting credit

    By Belgarath, September 5
    • 3 replies
    • 3k views
    • 
    • Peter Gulia
    • September 5

34. MEP situation - one of the more bizarre situations I've encountered

    By Belgarath, September 4
    • 4 replies
    • 3.7k views
    • 
    • Artie M
    • September 4

35. Reporting and withholding re: pension annuity overpayment due to late death notification

    By LABenefits, September 4
    • 0 replies
    • 5.7k views
    • 
    • LABenefits
    • September 4

36. Retirement Plan Expenses

    By Egold, August 30
    • 1 reply
    • 3.8k views
    • 
    • Bill Presson
    • August 30

37. Is SECURE 2022 law?

    By Peter Gulia, February 28, 2024
    • 19 replies
    • 6.9k views
    • 
    • Peter Gulia
    • August 23

38. Vesting related

    By Jakyasar, August 19
    • 7 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 20

39. Tips, Overtime Pay and Payroll for 2025

    By Paul I, August 15
    • 3 replies
    • 2.1k views
    • 
    • Lois Baker
    • August 18

40. Entry "immediately" upon meeting service requirements - day of or day after?

    By kmhaab, August 15
    • 2 replies
    • 2.2k views
    • 
    • Paul I
    • August 15

41. 4 Step Permitted Disparity - Maxing Out Two Owners

    By Kattdogg12, August 14
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • August 14

42. Adopting new profit sharing formula - is there a cutback?

    By PensionPro, August 12
    • 6 replies
    • 3.1k views
    • 
    • Ilene Ferenczy
    • August 14

43. Amend to change Profit Sharing Allocation method after year end

    By Old Reliable, July 8
    • 15 replies
    • 4k views
    • 
    • David D
    • August 14

44. What is the plan # for controlled group?

    By Jakyasar, August 12
    • 9 replies
    • 2.2k views
    • 
    • CuseFan
    • August 13

45. Testing of 15 Separate Plans in a Controlled Group

    By Flyboyjohn, August 7
    • 10 replies
    • 3.2k views
    • 
    • truphao
    • August 9

46. SECURE 2.0 amendment deadlines for "applicable collectively bargained plans"

    By Belgarath, August 8
    • 2 replies
    • 2.1k views
    • 
    • Belgarath
    • August 8

47. Anniversary date entry when hired on the 2nd day of a month

    By ESOP Guy, August 6
    • 13 replies
    • 3.3k views
    • 
    • david rigby
    • August 7

48. Qualified replacement plan related (QRP)

    By Jakyasar, August 1
    • 3 replies
    • 2.7k views
    • 
    • Jakyasar
    • August 1

49. Calendar Year MEP Splits Mar-31 & the 5500 Considerations

    By AJC, July 30
    • 4 replies
    • 2.7k views
    • 
    • acm_acm
    • August 1

50. Links to text of Internal Revenue Code and Treasury Regulations

    By justanotheradmin, July 30
    • 10 replies
    • 3.7k views
    • 
    • Peter Gulia
    • August 1