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Retirement Plans in General

5,761 topics in this forum

  1. Reg. §1.410(b)-8(b)

    By Dalai Pookah,
    • 3 replies
    • 921 views

  2. Forfeiture accounts in MEPs

    By BG5150,
    • 7 replies
    • 1.1k views

  3. Simple plan... new 401(k) plan... Cares Act

    By Basically,
    • 4 replies
    • 795 views

  4. PEP Participant Fees

    By Molgilny89,
    • 1 reply
    • 1.1k views

  5. Plan Permanency Issue

    By Lucky32,
    • 10 replies
    • 2k views

  6. Deadline for Determination Letter Application for Initial Qualification

    By casey72,
    • 2 replies
    • 1k views
    • EBP
    • EBP

  7. IRS releases 2023 retirement plan limits

    By Lois Baker,
    • 0 replies
    • 641 views

  8. Late Adoption of Cycle 3 Restatement

    By Lauren0507,
    • 1 reply
    • 1.1k views

  9. control group and changing ownership

    By JHalligan,
    • 1 reply
    • 573 views

  10. Missed Employer Contribution Allocation

    By Dougsbpc,
    • 2 replies
    • 738 views

  11. Does a plan pay on a small-estate affidavit?

    By Peter Gulia,   
    • 19 replies
    • 4.8k views

  12. Frozen Profit Sharing Plan

    By Catch22PGM,   
    • 7 replies
    • 1.6k views

  13. 410b Failure... huh?

    By Basically,
    • 5 replies
    • 1.1k views

  14. Is today the SAR due date?

    By Bri,
    • 3 replies
    • 935 views

  15. Is it common for a plan to require a beneficiary designation in whole percentages?

    By Peter Gulia,
    • 26 replies
    • 5.5k views

  16. Closing 1 corp, starting new one - same ret plan?

    By TPApril,
    • 4 replies
    • 966 views

  17. Can I have a closed MEP inside an open MEP?

    By BG5150,
    • 2 replies
    • 585 views

  18. TPG question--applies to HSA, too?

    By BG5150,
    • 4 replies
    • 1.1k views

  19. Amendment extensions for CARES/SECURE

    By Belgarath,
    • 22 replies
    • 1.6k views

  20. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  21. Guide to In-Plan Roth Conversions

    By AJC,
    • 4 replies
    • 1.2k views
    • Bri
    • Bri

  22. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols,
    • 5 replies
    • 1.1k views

  23. Participant fee disclosures in SPD

    By Bird,
    • 4 replies
    • 1.1k views
    • Bird
    • Bird

  24. PBGC covered or not

    By Jakyasar,
    • 15 replies
    • 2.5k views

  25. Multiple CGs in one plan--how to test

    By BG5150,
    • 1 reply
    • 567 views

  26. Bonuses PAID in 2023 on a 2022 W-2?

    By Belgarath,
    • 18 replies
    • 9.4k views

  27. New Jersey Deductible Contributions

    By FT Retire,
    • 3 replies
    • 796 views
    • joel
    • joel

  28. 5500SF related

    By Jakyasar,
    • 2 replies
    • 723 views

  29. 25% of eligible compensation deductible limit

    By dmb,
    • 12 replies
    • 3.9k views

  30. Contingent beneficiary question

    By BG5150,
    • 29 replies
    • 3.5k views

  31. Sole prop solo 401k start up; EIN required or SSN allowed

    By Santo Gold,
    • 2 replies
    • 774 views

  32. Corporate resolution dating

    By Belgarath,
    • 4 replies
    • 1.4k views

  33. Is this plan covered by PBGC?

    By Jakyasar,
    • 4 replies
    • 637 views
    • Bri
    • Bri

  34. No Plan Assets in 2020 - CARES Act Amendment still required?

    By L. S.,
    • 5 replies
    • 566 views

  35. Are these related entities?

    By cathyw,
    • 8 replies
    • 911 views

  36. Erisapedia webcast yesterday on CARES/SECURE Amendments

    By Belgarath,
    • 5 replies
    • 571 views

  37. Controlled Group - Two Plans to Avoid Audit and Permissive Aggregation Question

    By Will.I.Am,
    • 2 replies
    • 783 views

  38. Deposit made before plan adopted

    By Jakyasar,
    • 26 replies
    • 1.8k views

  39. Vesting error by Plan administrator - they want money returned

    By MJR,
    • 8 replies
    • 1.6k views

  40. If a company had only one owner-operator, who administers its retirement plan after her death?

    By Peter Gulia,
    • 2 replies
    • 675 views

  41. Getting back a small overpayment that shouldn't have been deposited in the first place

    By AlbanyConsultant,
    • 17 replies
    • 1.7k views

  42. RMD calculation for DC plan that is terminating

    By Jakyasar,
    • 7 replies
    • 901 views

  43. Top Heavy Failing

    By Basically,
    • 7 replies
    • 890 views

  44. Disability Pay on a W-2 by the insurance company?

    By Belgarath,
    • 5 replies
    • 3.9k views

  45. Affiliated Service Group?

    By waid10,
    • 8 replies
    • 1.7k views

  46. Cycle 3 deadline - Trust Agreement

    By Tom,
    • 5 replies
    • 875 views

  47. Keeping fiduciary insurance policy (because of QRP) after selling or closing a business

    By AJC,
    • 3 replies
    • 780 views

  48. Cross Tested Plan Deposits -- Testing Each Deposit

    By AlbanyConsultant,
    • 12 replies
    • 1.2k views

  49. New W-4P for pension systems grace period - any other issues?

    By Ryan,
    • 0 replies
    • 419 views

  50. Lifetime income illustrations - pooled plans

    By Belgarath,
    • 5 replies
    • 996 views
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