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Retirement Plans in General

5,771 topics in this forum

  1. DB plan - RMD related

    By Jakyasar,
    • 6 replies
    • 1.4k views

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

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

  3. Excluding HCEs

    By EmpbAF,
    • 8 replies
    • 2k views

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

    By BG5150,
    • 6 replies
    • 1.2k views

  5. Qualified Domestic Relations Order

    By Stacy Woods,
    • 3 replies
    • 660 views

  6. Partnership Trouble

    By Dougsbpc,
    • 1 reply
    • 739 views

  7. Start up 401k wants to include sub contractors

    By Santo Gold,
    • 10 replies
    • 2.2k views

  8. Question on VFCP eligibility

    By Renee H,
    • 7 replies
    • 1.2k views

  9. ADP and Catch-up

    By JHalligan,
    • 3 replies
    • 1.4k views

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

    By RayJJohnsonJr,
    • 6 replies
    • 1k views

  11. Reg. §1.410(b)-8(b)

    By Dalai Pookah,
    • 3 replies
    • 936 views

  12. Forfeiture accounts in MEPs

    By BG5150,
    • 7 replies
    • 1.1k views

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

    By Basically,
    • 4 replies
    • 806 views

  14. PEP Participant Fees

    By Molgilny89,
    • 1 reply
    • 1.1k views

  15. Plan Permanency Issue

    By Lucky32,
    • 10 replies
    • 2k views

  16. Deadline for Determination Letter Application for Initial Qualification

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

  17. IRS releases 2023 retirement plan limits

    By Lois Baker,
    • 0 replies
    • 651 views

  18. Late Adoption of Cycle 3 Restatement

    By Lauren0507,
    • 1 reply
    • 1.1k views

  19. control group and changing ownership

    By JHalligan,
    • 1 reply
    • 585 views

  20. Missed Employer Contribution Allocation

    By Dougsbpc,
    • 2 replies
    • 749 views

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

    By Peter Gulia,   
    • 19 replies
    • 4.8k views

  22. Frozen Profit Sharing Plan

    By Catch22PGM,   
    • 7 replies
    • 1.6k views

  23. 410b Failure... huh?

    By Basically,
    • 5 replies
    • 1.1k views

  24. Is today the SAR due date?

    By Bri,
    • 3 replies
    • 953 views

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

    By Peter Gulia,
    • 26 replies
    • 5.6k views

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

    By TPApril,
    • 4 replies
    • 984 views

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

    By BG5150,
    • 2 replies
    • 595 views

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

    By BG5150,
    • 4 replies
    • 1.1k views

  29. Amendment extensions for CARES/SECURE

    By Belgarath,
    • 22 replies
    • 1.6k views

  30. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  31. Guide to In-Plan Roth Conversions

    By AJC,
    • 4 replies
    • 1.2k views
    • Bri
    • Bri

  32. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols,
    • 5 replies
    • 1.2k views

  33. Participant fee disclosures in SPD

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

  34. PBGC covered or not

    By Jakyasar,
    • 15 replies
    • 2.5k views

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

    By BG5150,
    • 1 reply
    • 580 views

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

    By Belgarath,
    • 18 replies
    • 9.7k views

  37. New Jersey Deductible Contributions

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

  38. 5500SF related

    By Jakyasar,
    • 2 replies
    • 738 views

  39. 25% of eligible compensation deductible limit

    By dmb,
    • 12 replies
    • 3.9k views

  40. Contingent beneficiary question

    By BG5150,
    • 29 replies
    • 3.5k views

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

    By Santo Gold,
    • 2 replies
    • 792 views

  42. Corporate resolution dating

    By Belgarath,
    • 4 replies
    • 1.4k views

  43. Is this plan covered by PBGC?

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

  44. No Plan Assets in 2020 - CARES Act Amendment still required?

    By L. S.,
    • 5 replies
    • 584 views

  45. Are these related entities?

    By cathyw,
    • 8 replies
    • 924 views

  46. Erisapedia webcast yesterday on CARES/SECURE Amendments

    By Belgarath,
    • 5 replies
    • 587 views

  47. Controlled Group - Two Plans to Avoid Audit and Permissive Aggregation Question

    By Will.I.Am,
    • 2 replies
    • 814 views

  48. Deposit made before plan adopted

    By Jakyasar,
    • 26 replies
    • 1.9k views

  49. Vesting error by Plan administrator - they want money returned

    By MJR,
    • 8 replies
    • 1.6k views

  50. If a company had only one owner-operator, who administers its retirement plan after her death?

    By Peter Gulia,
    • 2 replies
    • 684 views
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