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Retirement Plans in General

5,778 topics in this forum

  1. RMD from plan with both platform and pooled funds

    By pmacduff,
    • 6 replies
    • 927 views

  2. Brother Sister Company and Family Attribution Rules

    By Ananda,
    • 3 replies
    • 1.7k views

  3. When eligible becomes ineligible?

    By dougmal,
    • 10 replies
    • 2.3k views

  4. Top Heavy

    By Sully,
    • 6 replies
    • 1.7k views

  5. SIMPLE IRA

    By Jeannine,
    • 2 replies
    • 705 views

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

    By Peter Gulia,   
    • 2 replies
    • 675 views

  7. In-Plan Roth Conversion of Employer SH Match

    By 401kSteve,
    • 3 replies
    • 2.3k views

  8. Plan Termination and SECURE 2.0 Amendments

    By Belgarath,
    • 13 replies
    • 2.4k views

  9. Resititution on Prior Year Prevailing Wage Job

    By 401kSteve,
    • 1 reply
    • 582 views

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

    By metsfan026,
    • 6 replies
    • 1.1k views

  11. 945 withholding

    By thepensionmaven,
    • 3 replies
    • 1k views

  12. SHM True Up

    By 401kSteve,
    • 1 reply
    • 672 views

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

    By Peter Gulia,
    • 7 replies
    • 1.7k views

  14. Plan Entry Date Question

    By BG5150,
    • 2 replies
    • 710 views

  15. Attribution/Controlled Group Clarification

    By Lucky32,
    • 3 replies
    • 1.2k views

  16. Income determination - multiple schedule c's

    By Jakyasar,
    • 8 replies
    • 1.4k views

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

    By Peter Gulia,
    • 15 replies
    • 5.5k views

  18. LTPT rules under Secure 2.0

    By BG5150,
    • 20 replies
    • 2.7k views

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

    By Jakyasar,
    • 7 replies
    • 2.8k views

  20. Ethical Dilemma

    By Below Ground,
    • 9 replies
    • 1.4k views

  21. HCE and/or ownership determination

    By pmacduff,
    • 3 replies
    • 1.6k views

  22. Husband and Wife Controlled Group

    By Dougsbpc,
    • 6 replies
    • 2.8k views

  23. Missed Profit Sharing Contribution and Calculations

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

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

    By Jeannine,
    • 2 replies
    • 1.2k views

  25. Plan design question

    By arthurkagan,
    • 8 replies
    • 1.7k views

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

    By mal,
    • 0 replies
    • 1.1k views
    • mal
    • mal

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

    By Peter Gulia,
    • 1 reply
    • 782 views

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

    By Peter Gulia,
    • 6 replies
    • 1.3k views

  29. What is the comp to use?

    By Jakyasar,
    • 5 replies
    • 1.1k views

  30. Tax "gross up" on taxable fringe benefits

    By Belgarath,
    • 3 replies
    • 1.5k views

  31. top-paid group election among related employers

    By Bri,
    • 2 replies
    • 1.1k views

  32. Temporary foreign workers - allowable exclusions?

    By Belgarath,
    • 6 replies
    • 1k views

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

    By KaJay,
    • 0 replies
    • 590 views

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

    By Belgarath,
    • 4 replies
    • 1.2k views

  35. Controlled group and Affiliated Group Husband Wife

    By Heather Lynn,
    • 2 replies
    • 1.1k views

  36. May a plan restrict who is an acceptable witness for a spouse’s consent?

    By Peter Gulia,
    • 5 replies
    • 1.4k views

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

    By Peter Gulia,
    • 0 replies
    • 781 views

  38. Anyone Know When President Signing Consolidated Appropriations Act, 2023 (including SECURE 2.0)?

    By rocknrolls2,
    • 15 replies
    • 1.6k views

  39. Qualified replacement plan related - QRP - excess assets for charitable organizations

    By Jakyasar,
    • 2 replies
    • 729 views

  40. Happy Holidays

    By Jakyasar,
    • 1 reply
    • 632 views

  41. RMD Age Error

    By thepensionmaven,
    • 4 replies
    • 861 views

  42. Maintaining Life Insurance for Terminated Participants

    By LANDO,
    • 3 replies
    • 1k views

  43. Coming out of PEO and wants to set up new plans

    By Jakyasar,
    • 0 replies
    • 427 views

  44. Date of Plan Adoption

    By thepensionmaven,
    • 2 replies
    • 650 views

  45. Should a plan allow self-certifications for before-retirement payouts?

    By Peter Gulia,
    • 5 replies
    • 852 views

  46. Secure 2.0 Catch-up age 60,61,62,63

    By WCC,
    • 5 replies
    • 842 views

  47. Contributions in other than cash

    By Bird,
    • 7 replies
    • 1.2k views

  48. filing 8955-SSA but FIRE is down?

    By AlbanyConsultant,
    • 7 replies
    • 1.2k views

  49. PEP's

    By Belgarath,
    • 6 replies
    • 1.3k views

  50. Is a Top Heavy contribution subject to coverage rules?

    By BG5150,
    • 2 replies
    • 552 views
    • Bri
    • Bri
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