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Retirement Plans in General

5,778 topics in this forum

  1. Pension Question - Cessation of Employer Contributions

    By WR_Smith,
    • 3 replies
    • 2.8k views

  2. Lost participants

    By Santo Gold,
    • 10 replies
    • 1.5k views

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

    By Tom,
    • 9 replies
    • 1.3k views

  4. 1099 Income

    By Egold,
    • 5 replies
    • 1.1k views

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

    By Jeff Kirtner,
    • 0 replies
    • 557 views

  6. Excess assets in a cash balance plan

    By Jakyasar,
    • 4 replies
    • 1.1k views

  7. Definition of Highly Compensated employee for 2023 plan year

    By Belgarath,
    • 1 reply
    • 1k views

  8. DB plan - RMD related

    By Jakyasar,
    • 6 replies
    • 1.4k views

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

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

  10. Excluding HCEs

    By EmpbAF,
    • 8 replies
    • 2.1k views

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

    By BG5150,
    • 6 replies
    • 1.2k views

  12. Qualified Domestic Relations Order

    By Stacy Woods,
    • 3 replies
    • 666 views

  13. Partnership Trouble

    By Dougsbpc,
    • 1 reply
    • 747 views

  14. Start up 401k wants to include sub contractors

    By Santo Gold,
    • 10 replies
    • 2.3k views

  15. Question on VFCP eligibility

    By Renee H,
    • 7 replies
    • 1.2k views

  16. ADP and Catch-up

    By JHalligan,
    • 3 replies
    • 1.4k views

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

    By RayJJohnsonJr,
    • 6 replies
    • 1k views

  18. Reg. §1.410(b)-8(b)

    By Dalai Pookah,
    • 3 replies
    • 944 views

  19. Forfeiture accounts in MEPs

    By BG5150,
    • 7 replies
    • 1.1k views

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

    By Basically,
    • 4 replies
    • 806 views

  21. PEP Participant Fees

    By Molgilny89,
    • 1 reply
    • 1.1k views

  22. Plan Permanency Issue

    By Lucky32,
    • 10 replies
    • 2k views

  23. Deadline for Determination Letter Application for Initial Qualification

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

  24. IRS releases 2023 retirement plan limits

    By Lois Baker,
    • 0 replies
    • 656 views

  25. Late Adoption of Cycle 3 Restatement

    By Lauren0507,
    • 1 reply
    • 1.1k views

  26. control group and changing ownership

    By JHalligan,
    • 1 reply
    • 586 views

  27. Missed Employer Contribution Allocation

    By Dougsbpc,
    • 2 replies
    • 751 views

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

    By Peter Gulia,   
    • 19 replies
    • 4.9k views

  29. Frozen Profit Sharing Plan

    By Catch22PGM,   
    • 7 replies
    • 1.6k views

  30. 410b Failure... huh?

    By Basically,
    • 5 replies
    • 1.1k views

  31. Is today the SAR due date?

    By Bri,
    • 3 replies
    • 975 views

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

    By Peter Gulia,
    • 26 replies
    • 5.7k views

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

    By TPApril,
    • 4 replies
    • 992 views

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

    By BG5150,
    • 2 replies
    • 610 views

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

    By BG5150,
    • 4 replies
    • 1.1k views

  36. Amendment extensions for CARES/SECURE

    By Belgarath,
    • 22 replies
    • 1.6k views

  37. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  38. Guide to In-Plan Roth Conversions

    By AJC,
    • 4 replies
    • 1.3k views
    • Bri
    • Bri

  39. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols,
    • 5 replies
    • 1.2k views

  40. Participant fee disclosures in SPD

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

  41. PBGC covered or not

    By Jakyasar,
    • 15 replies
    • 2.6k views

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

    By BG5150,
    • 1 reply
    • 585 views

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

    By Belgarath,
    • 18 replies
    • 9.9k views

  44. New Jersey Deductible Contributions

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

  45. 5500SF related

    By Jakyasar,
    • 2 replies
    • 747 views

  46. 25% of eligible compensation deductible limit

    By dmb,
    • 12 replies
    • 3.9k views

  47. Contingent beneficiary question

    By BG5150,
    • 29 replies
    • 3.6k views

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

    By Santo Gold,
    • 2 replies
    • 804 views

  49. Corporate resolution dating

    By Belgarath,
    • 4 replies
    • 1.5k views

  50. Is this plan covered by PBGC?

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