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Retirement Plans in General

5,791 topics in this forum

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

    By rocknrolls2,
    • 15 replies
    • 1.6k views

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

    By Jakyasar,
    • 2 replies
    • 759 views

  3. Happy Holidays

    By Jakyasar,
    • 1 reply
    • 646 views

  4. RMD Age Error

    By thepensionmaven,
    • 4 replies
    • 886 views

  5. Maintaining Life Insurance for Terminated Participants

    By LANDO,
    • 3 replies
    • 1.1k views

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

    By Jakyasar,
    • 0 replies
    • 441 views

  7. Date of Plan Adoption

    By thepensionmaven,
    • 2 replies
    • 672 views

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

    By Peter Gulia,
    • 5 replies
    • 873 views

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

    By WCC,
    • 5 replies
    • 885 views

  10. Contributions in other than cash

    By Bird,
    • 7 replies
    • 1.2k views

  11. filing 8955-SSA but FIRE is down?

    By AlbanyConsultant,
    • 7 replies
    • 1.3k views

  12. PEP's

    By Belgarath,
    • 6 replies
    • 1.4k views

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

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

  14. Pension Question - Cessation of Employer Contributions

    By WR_Smith,
    • 3 replies
    • 3.1k views

  15. Lost participants

    By Santo Gold,
    • 10 replies
    • 1.5k views

  16. Estimated TPA fee approved by client in engagement letter but time logged ends up being less

    By Tom,
    • 9 replies
    • 1.4k views

  17. 1099 Income

    By Egold,
    • 5 replies
    • 1.1k views

  18. Prohibited Transaction: Can 4975(a) tax be reduced

    By Jeff Kirtner,
    • 0 replies
    • 574 views

  19. Excess assets in a cash balance plan

    By Jakyasar,
    • 4 replies
    • 1.2k views

  20. Definition of Highly Compensated employee for 2023 plan year

    By Belgarath,
    • 1 reply
    • 1.1k views

  21. DB plan - RMD related

    By Jakyasar,
    • 6 replies
    • 1.4k views

  22. Funds overpaid in participant rollover returned to Plan. How is it reported?

    By AJC,
    • 3 replies
    • 1.1k views
    • AJC
    • AJC

  23. Excluding HCEs

    By EmpbAF,
    • 8 replies
    • 2.1k views

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

    By BG5150,
    • 6 replies
    • 1.3k views

  25. Qualified Domestic Relations Order

    By Stacy Woods,
    • 3 replies
    • 682 views

  26. Partnership Trouble

    By Dougsbpc,
    • 1 reply
    • 765 views

  27. Start up 401k wants to include sub contractors

    By Santo Gold,
    • 10 replies
    • 2.4k views

  28. Question on VFCP eligibility

    By Renee H,
    • 7 replies
    • 1.3k views

  29. ADP and Catch-up

    By JHalligan,
    • 3 replies
    • 1.5k views

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

    By RayJJohnsonJr,
    • 6 replies
    • 1.1k views

  31. Reg. §1.410(b)-8(b)

    By Dalai Pookah,
    • 3 replies
    • 974 views

  32. Forfeiture accounts in MEPs

    By BG5150,
    • 7 replies
    • 1.1k views

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

    By Basically,
    • 4 replies
    • 828 views

  34. PEP Participant Fees

    By Molgilny89,
    • 1 reply
    • 1.2k views

  35. Plan Permanency Issue

    By Lucky32,
    • 10 replies
    • 2.1k views

  36. Deadline for Determination Letter Application for Initial Qualification

    By casey72,
    • 2 replies
    • 1.1k views
    • EBP
    • EBP

  37. IRS releases 2023 retirement plan limits

    By Lois Baker,
    • 0 replies
    • 682 views

  38. Late Adoption of Cycle 3 Restatement

    By Lauren0507,
    • 1 reply
    • 1.2k views

  39. control group and changing ownership

    By JHalligan,
    • 1 reply
    • 607 views

  40. Missed Employer Contribution Allocation

    By Dougsbpc,
    • 2 replies
    • 769 views

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

    By Peter Gulia,   
    • 19 replies
    • 5k views

  42. Frozen Profit Sharing Plan

    By Catch22PGM,   
    • 7 replies
    • 1.7k views

  43. 410b Failure... huh?

    By Basically,
    • 5 replies
    • 1.1k views

  44. Is today the SAR due date?

    By Bri,
    • 3 replies
    • 1k views

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

    By Peter Gulia,
    • 26 replies
    • 6k views

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

    By TPApril,
    • 4 replies
    • 1k views

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

    By BG5150,
    • 2 replies
    • 623 views

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

    By BG5150,
    • 4 replies
    • 1.1k views

  49. Amendment extensions for CARES/SECURE

    By Belgarath,
    • 22 replies
    • 1.6k views

  50. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.3k views
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