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Retirement Plans in General

5,816 topics in this forum

  1. SHM True Up

    By 401kSteve,
    • 1 reply
    • 775 views

  2. What distribution fee should a plan charge for an early-out withdrawal?

    By Peter Gulia,
    • 7 replies
    • 2.1k views

  3. Plan Entry Date Question

    By BG5150,
    • 2 replies
    • 811 views

  4. Attribution/Controlled Group Clarification

    By Lucky32,
    • 3 replies
    • 1.4k views

  5. Income determination - multiple schedule c's

    By Jakyasar,
    • 8 replies
    • 1.8k views

  6. How do you check whether a beneficiary designation is real or a forgery?

    By Peter Gulia,
    • 15 replies
    • 7.2k views

  7. LTPT rules under Secure 2.0

    By BG5150,
    • 20 replies
    • 3.1k views

  8. Is the amendment considered to be dated even if date is missing - Docusign

    By Jakyasar,
    • 7 replies
    • 3.9k views

  9. Ethical Dilemma

    By Below Ground,
    • 9 replies
    • 1.6k views

  10. HCE and/or ownership determination

    By pmacduff,
    • 3 replies
    • 1.8k views

  11. Husband and Wife Controlled Group

    By Dougsbpc,
    • 6 replies
    • 3.3k views

  12. Missed Profit Sharing Contribution and Calculations

    By 401kAllTheWay,
    • 1 reply
    • 1.2k views
    • Bri
    • Bri

  13. What type of retirement plan can be set up?

    By Jeannine,
    • 2 replies
    • 1.4k views

  14. Plan design question

    By arthurkagan,
    • 8 replies
    • 2k views

  15. New Form W-4P and Flat Dollar/Percentage Withholding

    By mal,
    • 0 replies
    • 1.3k views
    • mal
    • mal

  16. Do we need to know NOW whether a plan allows a qualified disaster recovery distribution?

    By Peter Gulia,
    • 1 reply
    • 866 views

  17. Will self-correction almost entirely replace the IRS’s Voluntary Correction Program?

    By Peter Gulia,
    • 6 replies
    • 1.8k views

  18. What is the comp to use?

    By Jakyasar,
    • 5 replies
    • 1.3k views

  19. Tax "gross up" on taxable fringe benefits

    By Belgarath,
    • 3 replies
    • 2.1k views

  20. top-paid group election among related employers

    By Bri,
    • 2 replies
    • 1.2k views

  21. Temporary foreign workers - allowable exclusions?

    By Belgarath,
    • 6 replies
    • 1.2k views

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

    By KaJay,
    • 0 replies
    • 675 views

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

    By Belgarath,
    • 4 replies
    • 1.4k views

  24. Controlled group and Affiliated Group Husband Wife

    By Heather Lynn,
    • 2 replies
    • 1.3k views

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

    By Peter Gulia,
    • 5 replies
    • 1.8k views

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

    By Peter Gulia,
    • 0 replies
    • 901 views

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

    By rocknrolls2,
    • 15 replies
    • 2k views

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

    By Jakyasar,
    • 2 replies
    • 868 views

  29. Happy Holidays

    By Jakyasar,
    • 1 reply
    • 723 views

  30. RMD Age Error

    By thepensionmaven,
    • 4 replies
    • 1k views

  31. Maintaining Life Insurance for Terminated Participants

    By LANDO,
    • 3 replies
    • 1.4k views

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

    By Jakyasar,
    • 0 replies
    • 508 views

  33. Date of Plan Adoption

    By thepensionmaven,
    • 2 replies
    • 762 views

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

    By Peter Gulia,
    • 5 replies
    • 983 views

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

    By WCC,
    • 5 replies
    • 1.1k views

  36. Contributions in other than cash

    By Bird,
    • 7 replies
    • 1.4k views

  37. filing 8955-SSA but FIRE is down?

    By AlbanyConsultant,
    • 7 replies
    • 1.5k views

  38. PEP's

    By Belgarath,
    • 6 replies
    • 1.6k views

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

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

  40. Pension Question - Cessation of Employer Contributions

    By WR_Smith,
    • 3 replies
    • 3.5k views

  41. Lost participants

    By Santo Gold,
    • 10 replies
    • 1.7k views

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

    By Tom,
    • 9 replies
    • 1.6k views

  43. 1099 Income

    By Egold,
    • 5 replies
    • 1.3k views

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

    By Jeff Kirtner,
    • 0 replies
    • 692 views

  45. Excess assets in a cash balance plan

    By Jakyasar,
    • 4 replies
    • 1.3k views

  46. Definition of Highly Compensated employee for 2023 plan year

    By Belgarath,
    • 1 reply
    • 1.2k views

  47. DB plan - RMD related

    By Jakyasar,
    • 6 replies
    • 1.6k views

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

    By AJC,
    • 3 replies
    • 3.8k views
    • AJC
    • AJC

  49. Excluding HCEs

    By EmpbAF,
    • 8 replies
    • 2.4k views

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

    By BG5150,
    • 6 replies
    • 1.5k views
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