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Retirement Plans in General

5,751 topics in this forum

  1. ASG and HCE

    By cathyw,
    • 3 replies
    • 723 views

  2. Lifetime Income Illustration

    By ASFESQ,
    • 0 replies
    • 280 views

  3. Collective Bargaining Agreement and Lump-Sum Contribution?

    By mal,
    • 0 replies
    • 511 views
    • mal
    • mal

  4. 5330 - Electronic Filing

    By Leopurrd-401k,
    • 2 replies
    • 911 views

  5. Foreign government entity as sponsor?

    By stainedglass80,
    • 4 replies
    • 1.1k views

  6. QRP - qualified replacement plan related

    By Jakyasar,
    • 1 reply
    • 631 views

  7. 60 days from Business account?

    By SSRRS,
    • 7 replies
    • 931 views

  8. non deductible contribution added to 401k

    By thepensionmaven,
    • 3 replies
    • 907 views

  9. IRS Notice CP216F

    By Jakyasar,
    • 9 replies
    • 1.3k views

  10. 5500EZ/bonding/LLC

    By Draper55,
    • 1 reply
    • 647 views

  11. Form 5500 Counts - participants w/o balances don't count towards large filer and audit status

    By justanotheradmin,
    • 7 replies
    • 2k views

  12. RMD from plan with both platform and pooled funds

    By pmacduff,
    • 6 replies
    • 890 views

  13. ESOP shares

    By Bird,
    • 14 replies
    • 1.9k views

  14. Top Heavy

    By Sully,
    • 6 replies
    • 1.6k views

  15. When eligible becomes ineligible?

    By dougmal,
    • 10 replies
    • 2.1k views

  16. SIMPLE IRA

    By Jeannine,
    • 2 replies
    • 681 views

  17. To true-up or not to true-up... that is the question.

    By 401kSteve,
    • 7 replies
    • 2.2k views

  18. May a military make-up deferral be a Roth deferral?

    By Peter Gulia,   
    • 2 replies
    • 640 views

  19. Brother Sister Company and Family Attribution Rules

    By Ananda,
    • 3 replies
    • 1.5k views

  20. DB/DC Gateway - What If Safe Harbor Match?

    By metsfan026,
    • 6 replies
    • 1.1k views

  21. Resititution on Prior Year Prevailing Wage Job

    By 401kSteve,
    • 1 reply
    • 553 views

  22. In-Plan Roth Conversion of Employer SH Match

    By 401kSteve,
    • 3 replies
    • 2.1k views

  23. Plan Termination and SECURE 2.0 Amendments

    By Belgarath,
    • 13 replies
    • 2.2k views

  24. 945 withholding

    By thepensionmaven,
    • 3 replies
    • 1k views

  25. SHM True Up

    By 401kSteve,
    • 1 reply
    • 650 views

  26. Plan Entry Date Question

    By BG5150,
    • 2 replies
    • 690 views

  27. Attribution/Controlled Group Clarification

    By Lucky32,
    • 3 replies
    • 1.2k views

  28. Income determination - multiple schedule c's

    By Jakyasar,
    • 8 replies
    • 1.4k views

  29. Is the amendment considered to be dated even if date is missing - Docusign

    By Jakyasar,
    • 7 replies
    • 2.7k views

  30. Ethical Dilemma

    By Below Ground,
    • 9 replies
    • 1.4k views

  31. SECURE 2.0 - is there any source which incorporates all the changes in an updated document?

    By Belgarath,
    • 10 replies
    • 1.6k views

  32. HCE and/or ownership determination

    By pmacduff,
    • 3 replies
    • 1.6k views

  33. New Form W-4P and Flat Dollar/Percentage Withholding

    By mal,
    • 0 replies
    • 1k views
    • mal
    • mal

  34. Missed Profit Sharing Contribution and Calculations

    By 401kAllTheWay,
    • 1 reply
    • 993 views
    • Bri
    • Bri

  35. Husband and Wife Controlled Group

    By Dougsbpc,
    • 6 replies
    • 2.6k views

  36. What type of retirement plan can be set up?

    By Jeannine,
    • 2 replies
    • 1.2k views

  37. Do we need to know NOW whether a plan allows a qualified disaster recovery distribution?

    By Peter Gulia,
    • 1 reply
    • 754 views

  38. How do you check whether a beneficiary designation is real or a forgery?

    By Peter Gulia,
    • 15 replies
    • 5.1k views

  39. What is the comp to use?

    By Jakyasar,
    • 5 replies
    • 1k views

  40. Tax "gross up" on taxable fringe benefits

    By Belgarath,
    • 3 replies
    • 1.4k views

  41. What distribution fee should a plan charge for an early-out withdrawal?

    By Peter Gulia,
    • 7 replies
    • 1.6k views

  42. Plan design question

    By arthurkagan,
    • 8 replies
    • 1.6k views

  43. top-paid group election among related employers

    By Bri,
    • 2 replies
    • 1k views

  44. LTPT rules under Secure 2.0

    By BG5150,
    • 20 replies
    • 2.6k views

  45. Temporary foreign workers - allowable exclusions?

    By Belgarath,
    • 6 replies
    • 1k views

  46. Default withholding for recipients of periodic payments initiated prior to 2022?

    By KaJay,
    • 0 replies
    • 567 views

  47. Will self-correction almost entirely replace the IRS’s Voluntary Correction Program?

    By Peter Gulia,
    • 6 replies
    • 1.2k views

  48. Controlled group and Affiliated Group Husband Wife

    By Heather Lynn,
    • 2 replies
    • 1.1k views

  49. Brain cramp - Employer has two 401(k) plans

    By Belgarath,
    • 4 replies
    • 1.1k views

  50. Do you know how 2023’s weekends and holidays adjust due dates?

    By Peter Gulia,
    • 0 replies
    • 741 views
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