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Retirement Plans in General

5,753 topics in this forum

  1. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 613 views

  2. Happy Holidays

    By Jakyasar,
    • 1 reply
    • 612 views

  3. Combined Trust

    By Dougsbpc,
    • 1 reply
    • 611 views

  4. 5500EZ

    By LauraERPA,
    • 1 reply
    • 611 views

  5. Prior terminated plan for vesting purposes under 5 year rule.

    By Jakyasar,
    • 1 reply
    • 610 views

  6. Cash balance definition of compensation 2% shareholder medical S-Corp

    By LMK TPA,
    • 2 replies
    • 610 views

  7. Max Employer Contribution Limit

    By mjf06241972,
    • 1 reply
    • 609 views

  8. Investment no longer offered to staff, but HCE contributes; BRF issue?

    By BG5150,
    • 2 replies
    • 608 views

  9. compensation question

    By K2retire,
    • 0 replies
    • 608 views

  10. 1099R Questions

    By Pammie57,
    • 2 replies
    • 608 views

  11. Sched C and Medical Ins

    By Earl,
    • 4 replies
    • 607 views
    • Earl
    • Earl

  12. IRA RMD included in rollover to 403(b) - Distribute as excess?

    By KaJay,
    • 3 replies
    • 607 views

  13. Question re: invalidating TDA non-ERISA status

    By TaxLawyer1978,
    • 4 replies
    • 606 views

  14. 3 Small Businesses

    By Basically,
    • 4 replies
    • 606 views

  15. CARES Good Faith Amendment

    By Dougsbpc,
    • 0 replies
    • 605 views

  16. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 605 views

  17. Domestic Trust question

    By BW,
    • 0 replies
    • 604 views
    • BW
    • BW

  18. Contribution deadline extensions for disasters

    By Belgarath,
    • 2 replies
    • 603 views

  19. State extension for partnership plan

    By Bird,
    • 4 replies
    • 603 views

  20. 2 year eligibility

    By Belgarath,
    • 1 reply
    • 602 views

  21. Controlled Group & 2018 contributions

    By Pammie57,
    • 2 replies
    • 601 views

  22. Lifetime income illustrations

    By Belgarath,
    • 2 replies
    • 601 views

  23. Does anyone test whether a recordkeeper’s information about compensation from investment funds is correct?

    By Peter Gulia,   
    • 1 reply
    • 600 views

  24. Simple, SEP, Solo - Education

    By MjInvestments,
    • 1 reply
    • 598 views

  25. Unintentional Control Group Consequences

    By SwimmingInBowelsOfERISA,   
    • 2 replies
    • 598 views

  26. operational compliance versus controlled group testing?

    By Draper55,
    • 2 replies
    • 597 views

  27. Would a March 8 government shutdown affect your work?

    By Peter Gulia,
    • 2 replies
    • 596 views

  28. Hurricane Irma - Outside Florida

    By Gruegen,
    • 3 replies
    • 596 views

  29. SIMPLE IRA into DB Plan - 2024

    By Jakyasar,
    • 2 replies
    • 596 views

  30. Correction by Plan Amendment - Rev. Proc. 2021-30

    By KMMB,
    • 1 reply
    • 596 views

  31. Three Partners, one wants a 401(k) Plan

    By pjbaer,   
    • 2 replies
    • 595 views

  32. To net or not to net?

    By Belgarath,
    • 2 replies
    • 595 views

  33. Form 5310 - Electronic Filing

    By Michelle Mianecki,
    • 0 replies
    • 594 views

  34. annual "plan ahead" your filings as FIRE shuts down

    By Tom Poje,
    • 0 replies
    • 594 views

  35. Correction of pro-rata PS formula

    By Cynchbeast,
    • 4 replies
    • 594 views

  36. Short plan/company year - first year

    By Jakyasar,
    • 2 replies
    • 593 views

  37. Forfeiture Prior to Extinguishing Distribution of Account Balance or Accrued Benefit and Prior to Five Consecutive Breaks in Service or Periods of Severance

    By Kent Allard,   
    • 1 reply
    • 593 views

  38. Affiliated Service

    By thepensionmaven,   
    • 3 replies
    • 593 views

  39. indexed limits

    By Tom Poje,
    • 2 replies
    • 592 views

  40. ASG summary for the non-pension person?

    By AlbanyConsultant,
    • 1 reply
    • 591 views

  41. E-File authorizations for DFVC filings

    By Cynchbeast,
    • 3 replies
    • 591 views

  42. Money withheld for a now-closed SIMPLE IRA

    By BG5150,
    • 0 replies
    • 590 views

  43. Large loss/worthless asset

    By Chippy,
    • 5 replies
    • 588 views

  44. Disaster Relief other than 5500's

    By TPApril,
    • 3 replies
    • 588 views

  45. Rounding Top Heavy Contributions

    By tbp,
    • 1 reply
    • 587 views

  46. Credit Service for former NonResident Alien?

    By Gilmore,
    • 2 replies
    • 586 views

  47. Newly Key - as of exactly when? and a death question

    By ldr,   
    • 3 replies
    • 586 views

  48. Optional Reference Lists DL applications

    By JJRetirement,   
    • 0 replies
    • 585 views

  49. SH 4% switching to 3%

    By Jakyasar,
    • 3 replies
    • 584 views

  50. 415(c) limitation for terminating DC plan

    By Belgarath,
    • 4 replies
    • 584 views
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