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Retirement Plans in General

5,796 topics in this forum

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

    By KaJay,
    • 0 replies
    • 615 views

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

    By Belgarath,
    • 4 replies
    • 1.3k views

  3. Controlled group and Affiliated Group Husband Wife

    By Heather Lynn,
    • 2 replies
    • 1.2k views

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

    By Peter Gulia,
    • 5 replies
    • 1.6k views

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

    By Peter Gulia,
    • 0 replies
    • 839 views

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

    By rocknrolls2,
    • 15 replies
    • 1.7k views

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

    By Jakyasar,
    • 2 replies
    • 776 views

  8. Happy Holidays

    By Jakyasar,
    • 1 reply
    • 659 views

  9. RMD Age Error

    By thepensionmaven,
    • 4 replies
    • 903 views

  10. Maintaining Life Insurance for Terminated Participants

    By LANDO,
    • 3 replies
    • 1.2k views

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

    By Jakyasar,
    • 0 replies
    • 454 views

  12. Date of Plan Adoption

    By thepensionmaven,
    • 2 replies
    • 685 views

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

    By Peter Gulia,
    • 5 replies
    • 889 views

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

    By WCC,
    • 5 replies
    • 919 views

  15. Contributions in other than cash

    By Bird,
    • 7 replies
    • 1.3k views

  16. filing 8955-SSA but FIRE is down?

    By AlbanyConsultant,
    • 7 replies
    • 1.3k views

  17. PEP's

    By Belgarath,
    • 6 replies
    • 1.4k views

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

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

  19. Pension Question - Cessation of Employer Contributions

    By WR_Smith,
    • 3 replies
    • 3.2k views

  20. Lost participants

    By Santo Gold,
    • 10 replies
    • 1.5k views

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

    By Tom,
    • 9 replies
    • 1.4k views

  22. 1099 Income

    By Egold,
    • 5 replies
    • 1.2k views

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

    By Jeff Kirtner,
    • 0 replies
    • 595 views

  24. Excess assets in a cash balance plan

    By Jakyasar,
    • 4 replies
    • 1.2k views

  25. Definition of Highly Compensated employee for 2023 plan year

    By Belgarath,
    • 1 reply
    • 1.1k views

  26. DB plan - RMD related

    By Jakyasar,
    • 6 replies
    • 1.5k views

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

    By AJC,
    • 3 replies
    • 3.7k views
    • AJC
    • AJC

  28. Excluding HCEs

    By EmpbAF,
    • 8 replies
    • 2.2k views

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

    By BG5150,
    • 6 replies
    • 1.4k views

  30. Qualified Domestic Relations Order

    By Stacy Woods,
    • 3 replies
    • 702 views

  31. Partnership Trouble

    By Dougsbpc,
    • 1 reply
    • 782 views

  32. Start up 401k wants to include sub contractors

    By Santo Gold,
    • 10 replies
    • 2.5k views

  33. Question on VFCP eligibility

    By Renee H,
    • 7 replies
    • 1.3k views

  34. ADP and Catch-up

    By JHalligan,
    • 3 replies
    • 1.6k views

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

    By RayJJohnsonJr,
    • 6 replies
    • 1.1k views

  36. Reg. §1.410(b)-8(b)

    By Dalai Pookah,
    • 3 replies
    • 999 views

  37. Forfeiture accounts in MEPs

    By BG5150,
    • 7 replies
    • 1.2k views

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

    By Basically,
    • 4 replies
    • 850 views

  39. PEP Participant Fees

    By Molgilny89,
    • 1 reply
    • 1.2k views

  40. Plan Permanency Issue

    By Lucky32,
    • 10 replies
    • 2.1k views

  41. Deadline for Determination Letter Application for Initial Qualification

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

  42. IRS releases 2023 retirement plan limits

    By Lois Baker,
    • 0 replies
    • 709 views

  43. Late Adoption of Cycle 3 Restatement

    By Lauren0507,
    • 1 reply
    • 1.2k views

  44. control group and changing ownership

    By JHalligan,
    • 1 reply
    • 625 views

  45. Missed Employer Contribution Allocation

    By Dougsbpc,
    • 2 replies
    • 797 views

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

    By Peter Gulia,   
    • 19 replies
    • 5.1k views

  47. Frozen Profit Sharing Plan

    By Catch22PGM,   
    • 7 replies
    • 1.7k views

  48. 410b Failure... huh?

    By Basically,
    • 5 replies
    • 1.1k views

  49. Is today the SAR due date?

    By Bri,
    • 3 replies
    • 1.1k views

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

    By Peter Gulia,
    • 26 replies
    • 6.4k views
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