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Retirement Plans in General

5,816 topics in this forum

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

    By SSRRS,
    • 0 replies
    • 480 views

  2. Controlled group, QSLOB plans and forfeitures

    By DMcGovern,
    • 3 replies
    • 1.2k views

  3. Life insurance in pooled plan

    By AnnCK,
    • 5 replies
    • 1.3k views

  4. MEP resources

    By AlbanyConsultant,
    • 0 replies
    • 609 views

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

    By AlbanyConsultant,
    • 1 reply
    • 934 views

  6. Joinder Agreement

    By Basically,
    • 2 replies
    • 2k views

  7. Break in Service

    By Basically,
    • 3 replies
    • 3.4k views

  8. PBGC Coverage determination - an interesting one

    By Jakyasar,
    • 1 reply
    • 780 views

  9. Solo 401k, never filed 5500

    By Jakyasar,
    • 2 replies
    • 828 views

  10. Which 5500? EZ or SF?

    By truphao,
    • 1 reply
    • 785 views

  11. Contribution deadline extensions for disasters

    By Belgarath,
    • 2 replies
    • 733 views

  12. None PBGC PLAN filing for StandRd termination?

    By CKocher,
    • 2 replies
    • 548 views

  13. New Jersey deduction for self employed individuals

    By Bird,
    • 7 replies
    • 16.6k views
    • Bird
    • Bird

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

    By CKocher,
    • 5 replies
    • 929 views

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

    By CKocher,
    • 4 replies
    • 816 views

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

    By Jakyasar,
    • 1 reply
    • 1.1k views

  17. SECURE 2.0 increase to cashout limit for forced distributions

    By Belgarath,
    • 6 replies
    • 6.8k views

  18. RMD to surviving spouse that is current employee

    By M_2015,
    • 6 replies
    • 1.8k views

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

    By Jakyasar,
    • 10 replies
    • 842 views

  20. Controlled Group - Offer of Benefits

    By waid10,
    • 2 replies
    • 1.5k views

  21. Just Another Senior Moment

    By thepensionmaven,
    • 4 replies
    • 738 views

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

    By Basically,
    • 8 replies
    • 2.4k views

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

    By Jakyasar,
    • 6 replies
    • 971 views

  24. Fees being treated as a "forfeiture"

    By Belgarath,
    • 5 replies
    • 1k views

  25. Client overstepped their bounds

    By Basically,
    • 11 replies
    • 1.1k views

  26. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath,
    • 2 replies
    • 794 views

  27. Sharing of Pension Fund Information with Affiliated Union

    By Robert B,
    • 3 replies
    • 798 views

  28. Trustee types and who signs

    By TPApril,
    • 5 replies
    • 4.1k views

  29. Liability signing on EFAST

    By Cynchbeast,
    • 3 replies
    • 878 views

  30. Professional Associations

    By Lucky32,
    • 5 replies
    • 1.5k views

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

    By DMincevich,
    • 3 replies
    • 1.7k views

  32. Have never run into this in 30 years

    By Dougsbpc,
    • 6 replies
    • 1.2k views

  33. Retaining required forms in hard copy

    By Belgarath,
    • 0 replies
    • 316 views

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

    By Jakyasar,
    • 5 replies
    • 661 views

  35. Fidelity Investments - Contact Info

    By 415 Limit,
    • 4 replies
    • 11.4k views

  36. Helping Client Choose ERISA Bond Coverage

    By Basically,
    • 6 replies
    • 1.5k views

  37. Key/top heavy

    By Belgarath,
    • 2 replies
    • 552 views

  38. Correction on Missed Deferrals

    By CTCKOH,
    • 3 replies
    • 1.1k views

  39. E-File authorizations for DFVC filings

    By Cynchbeast,
    • 3 replies
    • 855 views

  40. Successor plan technicality

    By Bri,
    • 2 replies
    • 552 views

  41. To Amend or Not to Amend

    By thepensionmaven,
    • 4 replies
    • 783 views

  42. Can the attorney fee be paid after rollover

    By Jakyasar,
    • 1 reply
    • 702 views

  43. PS correction not counting towards annual addition?

    By AlbanyConsultant,
    • 1 reply
    • 678 views

  44. Should service providers ask plan sponsors whether one wants to change the required beginning date applicable age?

    By Peter Gulia,
    • 6 replies
    • 1.1k views

  45. Excluding part-time hourly employees

    By truphao,
    • 10 replies
    • 3.3k views

  46. SECURE 2.0 RMD EXCISE TAX

    By JJP04262017,
    • 1 reply
    • 599 views

  47. "Unenrolled Participant" Annual Reminder Notice

    By Belgarath,
    • 13 replies
    • 2.3k views

  48. The 1099 Employee question...

    By Basically,
    • 6 replies
    • 1.7k views

  49. non-union pay for union employees?

    By AlbanyConsultant,
    • 6 replies
    • 2.9k views

  50. Name of the Investor on K-1

    By thepensionmaven,
    • 24 replies
    • 1.5k views
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