Retirement Plans in General

5,839 topics in this forum

1. ASG and HCE

   By cathyw, March 29, 2023
   • 3 replies
   • 1k views
   • 
   • Belgarath
   • March 30, 2023

2. Form 5500 Counts - participants w/o balances don't count towards large filer and audit status

   By justanotheradmin, February 23, 2023
   • 7 replies
   • 2.9k views
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   • Paul I
   • March 29, 2023

3. Foreign government entity as sponsor?

   By stainedglass80, March 21, 2023
   • 4 replies
   • 1.7k views
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   • Nate S
   • March 28, 2023

4. Lifetime Income Illustration

   By ASFESQ, March 27, 2023
   • 0 replies
   • 500 views
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   • ASFESQ
   • March 27, 2023

5. Collective Bargaining Agreement and Lump-Sum Contribution?

   By mal, March 24, 2023
   • 0 replies
   • 858 views
   • 
   • mal
   • March 24, 2023

6. QRP - qualified replacement plan related

   By Jakyasar, March 17, 2023
   • 1 reply
   • 917 views
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   • Lou S.
   • March 17, 2023

7. non deductible contribution added to 401k

   By thepensionmaven, March 3, 2023
   • 3 replies
   • 1.3k views
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   • Paul I
   • March 14, 2023

8. IRS Notice CP216F

   By Jakyasar, February 25, 2023
   • 9 replies
   • 2k views
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   • Nate S
   • March 14, 2023

9. 60 days from Business account?

   By SSRRS, March 3, 2023
   • 7 replies
   • 1.3k views
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   • Lou S.
   • March 7, 2023

10. To true-up or not to true-up... that is the question.

    By 401kSteve, February 16, 2023
    • 7 replies
    • 3.1k views
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    • Nate S
    • February 28, 2023

11. ESOP shares

    By Bird, February 22, 2023
    • 14 replies
    • 3.1k views
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    • Gilmore
    • February 28, 2023

12. 5500EZ/bonding/LLC

    By Draper55, February 24, 2023
    • 1 reply
    • 864 views
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    • C. B. Zeller
    • February 27, 2023

13. RMD from plan with both platform and pooled funds

    By pmacduff, February 23, 2023
    • 6 replies
    • 1.3k views
    • 
    • pmacduff
    • February 27, 2023

14. Brother Sister Company and Family Attribution Rules

    By Ananda, February 15, 2023
    • 3 replies
    • 2.4k views
    • 
    • Draper55
    • February 24, 2023

15. When eligible becomes ineligible?

    By dougmal, February 17, 2023
    • 10 replies
    • 3.3k views
    • 
    • QDROphile
    • February 22, 2023

16. Top Heavy

    By Sully, February 20, 2023
    • 6 replies
    • 2.2k views
    • 
    • Sully
    • February 22, 2023

17. SIMPLE IRA

    By Jeannine, February 17, 2023
    • 2 replies
    • 1k views
    • 
    • Jeannine
    • February 17, 2023

18. May a military make-up deferral be a Roth deferral?

    By Peter Gulia, February 16, 2023   

    • userra
    • 2 replies
    • 993 views
    • 
    • Peter Gulia
    • February 17, 2023

19. In-Plan Roth Conversion of Employer SH Match

    By 401kSteve, February 13, 2023
    • 3 replies
    • 3.2k views
    • 
    • Lou S.
    • February 15, 2023

20. Plan Termination and SECURE 2.0 Amendments

    By Belgarath, February 13, 2023
    • 13 replies
    • 3.7k views
    • 
    • Peter Gulia
    • February 14, 2023

21. Resititution on Prior Year Prevailing Wage Job

    By 401kSteve, February 13, 2023
    • 1 reply
    • 873 views
    • 
    • CuseFan
    • February 14, 2023

22. DB/DC Gateway - What If Safe Harbor Match?

    By metsfan026, February 14, 2023
    • 6 replies
    • 1.7k views
    • 
    • CuseFan
    • February 14, 2023

23. 945 withholding

    By thepensionmaven, February 11, 2023
    • 3 replies
    • 1.3k views
    • 
    • pmacduff
    • February 14, 2023

24. SHM True Up

    By 401kSteve, February 10, 2023
    • 1 reply
    • 918 views
    • 
    • Lou S.
    • February 10, 2023

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

    By Peter Gulia, January 7, 2023
    • 7 replies
    • 2.4k views
    • 
    • Paul I
    • February 10, 2023

26. Plan Entry Date Question

    By BG5150, February 8, 2023
    • 2 replies
    • 1k views
    • 
    • Paul I
    • February 10, 2023

27. Attribution/Controlled Group Clarification

    By Lucky32, February 7, 2023
    • 3 replies
    • 1.5k views
    • 
    • Lucky32
    • February 9, 2023

28. Income determination - multiple schedule c's

    By Jakyasar, February 3, 2023
    • 8 replies
    • 2.2k views
    • 
    • Jakyasar
    • February 6, 2023

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

    By Peter Gulia, January 10, 2023
    • 15 replies
    • 8k views
    • 
    • Peter Gulia
    • January 30, 2023

30. LTPT rules under Secure 2.0

    By BG5150, January 5, 2023
    • 20 replies
    • 3.7k views
    • 
    • Gadgetfreak
    • January 30, 2023

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

    By Jakyasar, January 24, 2023
    • 7 replies
    • 4.4k views
    • 
    • Peter Gulia
    • January 27, 2023

32. Ethical Dilemma

    By Below Ground, January 20, 2023
    • 9 replies
    • 1.9k views
    • 
    • Roycal
    • January 23, 2023

33. HCE and/or ownership determination

    By pmacduff, January 18, 2023
    • 3 replies
    • 2.1k views
    • 
    • FPGuy
    • January 19, 2023

34. Husband and Wife Controlled Group

    By Dougsbpc, January 16, 2023
    • 6 replies
    • 3.8k views
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    • Belgarath
    • January 18, 2023

35. Missed Profit Sharing Contribution and Calculations

    By 401kAllTheWay, January 16, 2023
    • 1 reply
    • 1.3k views
    • 
    • Bri
    • January 17, 2023

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

    By Jeannine, January 16, 2023
    • 2 replies
    • 1.6k views
    • 
    • Jakyasar
    • January 17, 2023

37. Plan design question

    By arthurkagan, January 6, 2023
    • 8 replies
    • 2.3k views
    • 
    • Luke Bailey
    • January 17, 2023

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

    By mal, January 17, 2023
    • 0 replies
    • 1.5k views
    • 
    • mal
    • January 17, 2023

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

    By Peter Gulia, January 15, 2023
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • January 16, 2023

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

    By Peter Gulia, January 4, 2023
    • 6 replies
    • 2.1k views
    • 
    • Luke Bailey
    • January 15, 2023

41. What is the comp to use?

    By Jakyasar, January 9, 2023
    • 5 replies
    • 1.5k views
    • 
    • Jakyasar
    • January 10, 2023

42. Tax "gross up" on taxable fringe benefits

    By Belgarath, January 9, 2023
    • 3 replies
    • 2.4k views
    • 
    • Peter Gulia
    • January 9, 2023

43. top-paid group election among related employers

    By Bri, January 5, 2023
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • January 9, 2023

44. Temporary foreign workers - allowable exclusions?

    By Belgarath, January 5, 2023
    • 6 replies
    • 1.4k views
    • 
    • Belgarath
    • January 6, 2023

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

    By KaJay, January 4, 2023
    • 0 replies
    • 864 views
    • 
    • KaJay
    • January 4, 2023

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

    By Belgarath, January 3, 2023
    • 4 replies
    • 1.7k views
    • 
    • Luke Bailey
    • January 4, 2023

47. Controlled group and Affiliated Group Husband Wife

    By Heather Lynn, January 3, 2023
    • 2 replies
    • 1.5k views
    • 
    • Heather Lynn
    • January 3, 2023

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

    By Peter Gulia, December 30, 2022
    • 5 replies
    • 2.2k views
    • 
    • Peter Gulia
    • January 1, 2023

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

    By Peter Gulia, January 1, 2023
    • 0 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 1, 2023

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

    By rocknrolls2, December 27, 2022
    • 15 replies
    • 2.4k views
    • 
    • RatherBeGolfing
    • December 30, 2022