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Retirement Plans in General

5,839 topics in this forum

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

    By Jakyasar,
    • 2 replies
    • 1.1k views

  2. Happy Holidays

    By Jakyasar,
    • 1 reply
    • 922 views

  3. RMD Age Error

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  4. Maintaining Life Insurance for Terminated Participants

    By LANDO,
    • 3 replies
    • 1.8k views

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

    By Jakyasar,
    • 0 replies
    • 612 views

  6. Date of Plan Adoption

    By thepensionmaven,
    • 2 replies
    • 1k views

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

    By Peter Gulia,
    • 5 replies
    • 1.2k views

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

    By WCC,
    • 5 replies
    • 1.4k views

  9. Contributions in other than cash

    By Bird,
    • 7 replies
    • 1.7k views

  10. filing 8955-SSA but FIRE is down?

    By AlbanyConsultant,
    • 7 replies
    • 2k views

  11. PEP's

    By Belgarath,
    • 6 replies
    • 1.9k views

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

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

  13. Pension Question - Cessation of Employer Contributions

    By WR_Smith,
    • 3 replies
    • 3.8k views

  14. Lost participants

    By Santo Gold,
    • 10 replies
    • 1.9k views

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

    By Tom,
    • 9 replies
    • 1.9k views

  16. 1099 Income

    By Egold,
    • 5 replies
    • 1.6k views

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

    By Jeff Kirtner,
    • 0 replies
    • 913 views

  18. Excess assets in a cash balance plan

    By Jakyasar,
    • 4 replies
    • 1.6k views

  19. Definition of Highly Compensated employee for 2023 plan year

    By Belgarath,
    • 1 reply
    • 1.4k views

  20. DB plan - RMD related

    By Jakyasar,
    • 6 replies
    • 1.9k views

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

    By AJC,
    • 3 replies
    • 4k views
    • AJC
    • AJC

  22. Excluding HCEs

    By EmpbAF,
    • 8 replies
    • 2.9k views

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

    By BG5150,
    • 6 replies
    • 2k views

  24. Qualified Domestic Relations Order

    By Stacy Woods,
    • 3 replies
    • 961 views

  25. Partnership Trouble

    By Dougsbpc,
    • 1 reply
    • 1.1k views

  26. Start up 401k wants to include sub contractors

    By Santo Gold,
    • 10 replies
    • 3.4k views

  27. Question on VFCP eligibility

    By Renee H,
    • 7 replies
    • 1.7k views

  28. ADP and Catch-up

    By JHalligan,
    • 3 replies
    • 2.1k views

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

    By RayJJohnsonJr,
    • 6 replies
    • 1.6k views

  30. Reg. §1.410(b)-8(b)

    By Dalai Pookah,
    • 3 replies
    • 1.5k views

  31. Forfeiture accounts in MEPs

    By BG5150,
    • 7 replies
    • 1.7k views

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

    By Basically,
    • 4 replies
    • 1.1k views

  33. PEP Participant Fees

    By Molgilny89,
    • 1 reply
    • 1.6k views

  34. Plan Permanency Issue

    By Lucky32,
    • 10 replies
    • 3k views

  35. Deadline for Determination Letter Application for Initial Qualification

    By casey72,
    • 2 replies
    • 1.4k views
    • EBP
    • EBP

  36. IRS releases 2023 retirement plan limits

    By Lois Baker,
    • 0 replies
    • 1.1k views

  37. Late Adoption of Cycle 3 Restatement

    By Lauren0507,
    • 1 reply
    • 1.6k views

  38. control group and changing ownership

    By JHalligan,
    • 1 reply
    • 1k views

  39. Missed Employer Contribution Allocation

    By Dougsbpc,
    • 2 replies
    • 1k views

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

    By Peter Gulia,   
    • 19 replies
    • 6.2k views

  41. Frozen Profit Sharing Plan

    By Catch22PGM,   
    • 7 replies
    • 2.3k views

  42. 410b Failure... huh?

    By Basically,
    • 5 replies
    • 1.6k views

  43. Is today the SAR due date?

    By Bri,
    • 3 replies
    • 1.5k views

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

    By Peter Gulia,
    • 26 replies
    • 8.9k views

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

    By TPApril,
    • 4 replies
    • 1.4k views

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

    By BG5150,
    • 2 replies
    • 937 views

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

    By BG5150,
    • 4 replies
    • 1.5k views

  48. Amendment extensions for CARES/SECURE

    By Belgarath,
    • 22 replies
    • 2.5k views

  49. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.7k views

  50. Guide to In-Plan Roth Conversions

    By AJC,
    • 4 replies
    • 1.9k views
    • Bri
    • Bri
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