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Retirement Plans in General

5,829 topics in this forum

  1. Roll outs being held hostage

    By Dave401kguy,
    • 4 replies
    • 1.5k views

  2. Asking about retirement plan vendor

    By Bob the Swimmer,
    • 0 replies
    • 516 views

  3. Secure 2.0 auto enroll exceptions - Church

    By Santo Gold,
    • 3 replies
    • 1.4k views

  4. Schedule E Income Included as Compensation?

    By Lucky32,
    • 6 replies
    • 3k views

  5. Projected limits?

    By Carol V. Calhoun,
    • 48 replies
    • 9.5k views

  6. Taxable Employer-Provided Vehicle & 3401(a) Compensation

    By EBECatty,
    • 3 replies
    • 2.7k views

  7. after-tax employee contributions more than 1 plan

    By Santo Gold,
    • 2 replies
    • 981 views

  8. Proposed Rule: Use of Forfeitures

    By RatherBeGolfing,
    • 11 replies
    • 2.2k views

  9. Whose employee is this, whose 401k plan is this?

    By Santo Gold,
    • 3 replies
    • 1.4k views

  10. conflicting definition of HCEs

    By truphao,
    • 10 replies
    • 1.7k views
    • Bri
    • Bri

  11. Is the salary included for 6% limit?

    By Jakyasar,
    • 11 replies
    • 2.1k views
    • Bird
    • Bird

  12. Form 7004

    By Egold,
    • 1 reply
    • 734 views

  13. IRS IRIS System

    By Gilmore,
    • 4 replies
    • 1.5k views
    • mbvs
    • mbvs

  14. IRS extends tax filing deadline for Hurricane Idalia victims in Florida

    By SSRRS,
    • 0 replies
    • 521 views

  15. Controlled group, QSLOB plans and forfeitures

    By DMcGovern,
    • 3 replies
    • 1.4k views

  16. Life insurance in pooled plan

    By AnnCK,
    • 5 replies
    • 1.6k views

  17. MEP resources

    By AlbanyConsultant,
    • 0 replies
    • 678 views

  18. Same testing method for 401a4 and 410b?

    By AlbanyConsultant,
    • 1 reply
    • 1k views

  19. Joinder Agreement

    By Basically,
    • 2 replies
    • 2.2k views

  20. Break in Service

    By Basically,
    • 3 replies
    • 3.6k views

  21. PBGC Coverage determination - an interesting one

    By Jakyasar,
    • 1 reply
    • 896 views

  22. Solo 401k, never filed 5500

    By Jakyasar,
    • 2 replies
    • 934 views

  23. Which 5500? EZ or SF?

    By truphao,
    • 1 reply
    • 884 views

  24. Contribution deadline extensions for disasters

    By Belgarath,
    • 2 replies
    • 817 views

  25. None PBGC PLAN filing for StandRd termination?

    By CKocher,
    • 2 replies
    • 642 views

  26. New Jersey deduction for self employed individuals

    By Bird,
    • 7 replies
    • 17.6k views
    • Bird
    • Bird

  27. Should form SF be filed after divorce with a owner and spouse plan?

    By CKocher,
    • 5 replies
    • 1.1k views

  28. One participant plan if it used to cover none owned

    By CKocher,
    • 4 replies
    • 951 views

  29. Revisiting 2% ownership for an s-corp for 5500-EZ filing

    By Jakyasar,
    • 1 reply
    • 1.2k views

  30. SECURE 2.0 increase to cashout limit for forced distributions

    By Belgarath,
    • 6 replies
    • 7.6k views

  31. RMD to surviving spouse that is current employee

    By M_2015,
    • 6 replies
    • 1.9k views

  32. Deduction taken before document is done and tax return is filed without extension

    By Jakyasar,
    • 10 replies
    • 1k views

  33. Controlled Group - Offer of Benefits

    By waid10,
    • 2 replies
    • 1.7k views

  34. Just Another Senior Moment

    By thepensionmaven,
    • 4 replies
    • 879 views

  35. Single member, 2 businesses - SEP IRA... 401(k)

    By Basically,
    • 8 replies
    • 2.7k views

  36. Cb/DC combo gateway or not for otherwise excludable employees

    By Jakyasar,
    • 6 replies
    • 1.1k views

  37. Fees being treated as a "forfeiture"

    By Belgarath,
    • 5 replies
    • 1.2k views

  38. Client overstepped their bounds

    By Basically,
    • 11 replies
    • 1.3k views

  39. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath,
    • 2 replies
    • 944 views

  40. Sharing of Pension Fund Information with Affiliated Union

    By Robert B,
    • 3 replies
    • 896 views

  41. Trustee types and who signs

    By TPApril,
    • 5 replies
    • 4.5k views

  42. Liability signing on EFAST

    By Cynchbeast,
    • 3 replies
    • 1k views

  43. Professional Associations

    By Lucky32,
    • 5 replies
    • 1.7k views

  44. Locating Missing or Deceased Participants of a Plan - Locator Services

    By DMincevich,
    • 3 replies
    • 1.9k views

  45. Have never run into this in 30 years

    By Dougsbpc,
    • 6 replies
    • 1.3k views

  46. Retaining required forms in hard copy

    By Belgarath,
    • 0 replies
    • 425 views

  47. Net c is lower than expected for a new 401k plan

    By Jakyasar,
    • 5 replies
    • 775 views

  48. Fidelity Investments - Contact Info

    By 415 Limit,
    • 4 replies
    • 12.8k views

  49. Helping Client Choose ERISA Bond Coverage

    By Basically,
    • 6 replies
    • 1.8k views

  50. Key/top heavy

    By Belgarath,
    • 2 replies
    • 709 views
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