Retirement Plans in General

5,751 topics in this forum

1. Mandatory Cash Out Deadline

   By matlock77, 12 hours ago
   • 4 replies
   • 111 views
   • 
   • rocknrolls2
   • 3 hours ago

2. IRS Releases 2026 Inflation-Adjusted Limits

   By Lois Baker, Thursday at 03:15 PM
   • 0 replies
   • 242 views
   • 
   • Lois Baker
   • Thursday at 03:15 PM

3. Family attribution rules and control group

   By TennesseeVeteran, November 12
   • 2 replies
   • 591 views
   • 
   • TennesseeVeteran
   • Thursday at 09:12 PM

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
   • 957 views
   • 
   • austin3515
   • Thursday at 08:01 PM

5. RMD related

   By Jakyasar, November 7
   • 3 replies
   • 368 views
   • 
   • Jakyasar
   • Thursday at 09:46 PM

6. 2025 IRS form 5330 - paper filing?

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

7. Voya Vesting Update

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

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

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

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

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

10. ICYMI - 2026 expected limits

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

11. Money Purchse Plan Merging into new Profit Sharing Plan

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

12. 415(c) limitation for terminating DC plan

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

13. Senior Fog

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

14. Easy controlled group question

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

15. IRS on furlough

    By justanotheradmin, October 9
    • 7 replies
    • 4.5k views
    • 
    • Peter Gulia
    • October 21

16. Trouble with the IRS forms and publications page

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

17. Distribution Security when TPAs are required to approve

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

18. 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

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

    By Peter Gulia, September 29
    • 8 replies
    • 2.3k views
    • 
    • Peter Gulia
    • September 29

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

    By Peter Gulia, September 19
    • 1 reply
    • 2.7k views
    • 
    • austin3515
    • September 22

21. Money Purchase Plan- Late Contribution

    By Coleboy1, September 16
    • 4 replies
    • 2.4k views
    • 
    • justanotheradmin
    • September 16

22. Form 5330 related for DB plans

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

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

    By TPApril, September 13
    • 1 reply
    • 2.8k views
    • 
    • Bill Presson
    • September 13

24. Rehired Participants

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

25. Is RMD required?

    By Jakyasar, September 10
    • 6 replies
    • 2.9k views
    • 
    • Jakyasar
    • September 12

26. 5500 forms filed by TPA with an esigner authorization

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

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

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

28. Former LTPT vesting credit

    By Belgarath, September 5
    • 3 replies
    • 2.9k views
    • 
    • Peter Gulia
    • September 5

29. Takeover and deduction related

    By Jakyasar, September 4
    • 4 replies
    • 2.9k views
    • 
    • Calavera
    • September 8

30. Leased employee and controlled group related

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

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

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

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

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

33. Retirement Plan Expenses

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

34. Vesting related

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

35. Tips, Overtime Pay and Payroll for 2025

    By Paul I, August 15
    • 3 replies
    • 2k views
    • 
    • Lois Baker
    • August 18

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

    By kmhaab, August 15
    • 2 replies
    • 2.1k views
    • 
    • Paul I
    • August 15

37. 4 Step Permitted Disparity - Maxing Out Two Owners

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

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

    By PensionPro, August 12
    • 6 replies
    • 3k views
    • 
    • Ilene Ferenczy
    • August 14

39. What is the plan # for controlled group?

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

40. 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

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

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

42. Testing of 15 Separate Plans in a Controlled Group

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

43. 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

44. Qualified replacement plan related (QRP)

    By Jakyasar, August 1
    • 3 replies
    • 2.6k views
    • 
    • Jakyasar
    • August 1

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

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

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

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

47. 401(k) rollover to 403(b) contains RMD

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

48. Affiliated Service Group?

    By Dougsbpc, July 21
    • 5 replies
    • 2.8k views
    • 
    • Dougsbpc
    • July 24

49. Restoration of Forfeited Accrued Benefits -- Do Earnings Need to Be Restored Too?

    By rocknrolls2, July 20
    • 9 replies
    • 2.9k views
    • 
    • Paul I
    • July 22

50. Simple & 401(k) for same year?

    By Basically, July 16
    • 3 replies
    • 2.6k views
    • 
    • Artie M
    • July 18