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Retirement Plans in General

5,781 topics in this forum

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

    By 401kSteve,
    • 7 replies
    • 2.3k views

  2. ESOP shares

    By Bird,
    • 14 replies
    • 2.1k views

  3. 5500EZ/bonding/LLC

    By Draper55,
    • 1 reply
    • 677 views

  4. RMD from plan with both platform and pooled funds

    By pmacduff,
    • 6 replies
    • 944 views

  5. Brother Sister Company and Family Attribution Rules

    By Ananda,
    • 3 replies
    • 1.7k views

  6. When eligible becomes ineligible?

    By dougmal,
    • 10 replies
    • 2.3k views

  7. Top Heavy

    By Sully,
    • 6 replies
    • 1.7k views

  8. SIMPLE IRA

    By Jeannine,
    • 2 replies
    • 721 views

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

    By Peter Gulia,   
    • 2 replies
    • 686 views

  10. In-Plan Roth Conversion of Employer SH Match

    By 401kSteve,
    • 3 replies
    • 2.4k views

  11. Plan Termination and SECURE 2.0 Amendments

    By Belgarath,
    • 13 replies
    • 2.4k views

  12. Resititution on Prior Year Prevailing Wage Job

    By 401kSteve,
    • 1 reply
    • 600 views

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

    By metsfan026,
    • 6 replies
    • 1.2k views

  14. 945 withholding

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  15. SHM True Up

    By 401kSteve,
    • 1 reply
    • 685 views

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

    By Peter Gulia,
    • 7 replies
    • 1.8k views

  17. Plan Entry Date Question

    By BG5150,
    • 2 replies
    • 718 views

  18. Attribution/Controlled Group Clarification

    By Lucky32,
    • 3 replies
    • 1.2k views

  19. Income determination - multiple schedule c's

    By Jakyasar,
    • 8 replies
    • 1.5k views

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

    By Peter Gulia,
    • 15 replies
    • 5.7k views

  21. LTPT rules under Secure 2.0

    By BG5150,
    • 20 replies
    • 2.7k views

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

    By Jakyasar,
    • 7 replies
    • 2.9k views

  23. Ethical Dilemma

    By Below Ground,
    • 9 replies
    • 1.5k views

  24. HCE and/or ownership determination

    By pmacduff,
    • 3 replies
    • 1.6k views

  25. Husband and Wife Controlled Group

    By Dougsbpc,
    • 6 replies
    • 2.9k views

  26. Missed Profit Sharing Contribution and Calculations

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

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

    By Jeannine,
    • 2 replies
    • 1.2k views

  28. Plan design question

    By arthurkagan,
    • 8 replies
    • 1.8k views

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

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

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

    By Peter Gulia,
    • 1 reply
    • 792 views

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

    By Peter Gulia,
    • 6 replies
    • 1.4k views

  32. What is the comp to use?

    By Jakyasar,
    • 5 replies
    • 1.1k views

  33. Tax "gross up" on taxable fringe benefits

    By Belgarath,
    • 3 replies
    • 1.6k views

  34. top-paid group election among related employers

    By Bri,
    • 2 replies
    • 1.1k views

  35. Temporary foreign workers - allowable exclusions?

    By Belgarath,
    • 6 replies
    • 1.1k views

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

    By KaJay,
    • 0 replies
    • 599 views

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

    By Belgarath,
    • 4 replies
    • 1.2k views

  38. Controlled group and Affiliated Group Husband Wife

    By Heather Lynn,
    • 2 replies
    • 1.1k views

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

    By Peter Gulia,
    • 5 replies
    • 1.4k views

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

    By Peter Gulia,
    • 0 replies
    • 805 views

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

    By rocknrolls2,
    • 15 replies
    • 1.6k views

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

    By Jakyasar,
    • 2 replies
    • 742 views

  43. Happy Holidays

    By Jakyasar,
    • 1 reply
    • 638 views

  44. RMD Age Error

    By thepensionmaven,
    • 4 replies
    • 874 views

  45. Maintaining Life Insurance for Terminated Participants

    By LANDO,
    • 3 replies
    • 1.1k views

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

    By Jakyasar,
    • 0 replies
    • 431 views

  47. Date of Plan Adoption

    By thepensionmaven,
    • 2 replies
    • 660 views

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

    By Peter Gulia,
    • 5 replies
    • 860 views

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

    By WCC,
    • 5 replies
    • 861 views

  50. Contributions in other than cash

    By Bird,
    • 7 replies
    • 1.2k views
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