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Retirement Plans in General

5,768 topics in this forum

  1. Plan retro effective to '21 for PS--5500?

    By BG5150,
    • 6 replies
    • 1.2k views

  2. Qualified Domestic Relations Order

    By Stacy Woods,
    • 3 replies
    • 659 views

  3. Partnership Trouble

    By Dougsbpc,
    • 1 reply
    • 735 views

  4. Start up 401k wants to include sub contractors

    By Santo Gold,
    • 10 replies
    • 2.2k views

  5. Question on VFCP eligibility

    By Renee H,
    • 7 replies
    • 1.2k views

  6. ADP and Catch-up

    By JHalligan,
    • 3 replies
    • 1.4k views

  7. Investment Companies demanding plan contribution checks have exact same name as Plan Name

    By RayJJohnsonJr,
    • 6 replies
    • 1k views

  8. Reg. §1.410(b)-8(b)

    By Dalai Pookah,
    • 3 replies
    • 934 views

  9. Forfeiture accounts in MEPs

    By BG5150,
    • 7 replies
    • 1.1k views

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

    By Basically,
    • 4 replies
    • 802 views

  11. PEP Participant Fees

    By Molgilny89,
    • 1 reply
    • 1.1k views

  12. Plan Permanency Issue

    By Lucky32,
    • 10 replies
    • 2k views

  13. Deadline for Determination Letter Application for Initial Qualification

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

  14. IRS releases 2023 retirement plan limits

    By Lois Baker,
    • 0 replies
    • 649 views

  15. Late Adoption of Cycle 3 Restatement

    By Lauren0507,
    • 1 reply
    • 1.1k views

  16. control group and changing ownership

    By JHalligan,
    • 1 reply
    • 582 views

  17. Missed Employer Contribution Allocation

    By Dougsbpc,
    • 2 replies
    • 744 views

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

    By Peter Gulia,   
    • 19 replies
    • 4.8k views

  19. Frozen Profit Sharing Plan

    By Catch22PGM,   
    • 7 replies
    • 1.6k views

  20. 410b Failure... huh?

    By Basically,
    • 5 replies
    • 1.1k views

  21. Is today the SAR due date?

    By Bri,
    • 3 replies
    • 947 views

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

    By Peter Gulia,
    • 26 replies
    • 5.6k views

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

    By TPApril,
    • 4 replies
    • 983 views

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

    By BG5150,
    • 2 replies
    • 594 views

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

    By BG5150,
    • 4 replies
    • 1.1k views

  26. Amendment extensions for CARES/SECURE

    By Belgarath,
    • 22 replies
    • 1.6k views

  27. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  28. Guide to In-Plan Roth Conversions

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

  29. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols,
    • 5 replies
    • 1.2k views

  30. Participant fee disclosures in SPD

    By Bird,
    • 4 replies
    • 1.2k views
    • Bird
    • Bird

  31. PBGC covered or not

    By Jakyasar,
    • 15 replies
    • 2.5k views

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

    By BG5150,
    • 1 reply
    • 577 views

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

    By Belgarath,
    • 18 replies
    • 9.6k views

  34. New Jersey Deductible Contributions

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

  35. 5500SF related

    By Jakyasar,
    • 2 replies
    • 734 views

  36. 25% of eligible compensation deductible limit

    By dmb,
    • 12 replies
    • 3.9k views

  37. Contingent beneficiary question

    By BG5150,
    • 29 replies
    • 3.5k views

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

    By Santo Gold,
    • 2 replies
    • 784 views

  39. Corporate resolution dating

    By Belgarath,
    • 4 replies
    • 1.4k views

  40. Is this plan covered by PBGC?

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

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

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

  42. Are these related entities?

    By cathyw,
    • 8 replies
    • 922 views

  43. Erisapedia webcast yesterday on CARES/SECURE Amendments

    By Belgarath,
    • 5 replies
    • 584 views

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

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

  45. Deposit made before plan adopted

    By Jakyasar,
    • 26 replies
    • 1.8k views

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

    By MJR,
    • 8 replies
    • 1.6k views

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

    By Peter Gulia,
    • 2 replies
    • 682 views

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

    By AlbanyConsultant,
    • 17 replies
    • 1.8k views

  49. RMD calculation for DC plan that is terminating

    By Jakyasar,
    • 7 replies
    • 906 views

  50. Top Heavy Failing

    By Basically,
    • 7 replies
    • 904 views
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