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Retirement Plans in General

5,829 topics in this forum

  1. PEP's

    By Belgarath,
    • 6 replies
    • 1.8k views

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

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

  3. Pension Question - Cessation of Employer Contributions

    By WR_Smith,
    • 3 replies
    • 3.7k views

  4. Lost participants

    By Santo Gold,
    • 10 replies
    • 1.9k views

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

    By Tom,
    • 9 replies
    • 1.8k views

  6. 1099 Income

    By Egold,
    • 5 replies
    • 1.6k views

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

    By Jeff Kirtner,
    • 0 replies
    • 867 views

  8. Excess assets in a cash balance plan

    By Jakyasar,
    • 4 replies
    • 1.5k views

  9. Definition of Highly Compensated employee for 2023 plan year

    By Belgarath,
    • 1 reply
    • 1.4k views

  10. DB plan - RMD related

    By Jakyasar,
    • 6 replies
    • 1.8k views

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

    By AJC,
    • 3 replies
    • 3.9k views
    • AJC
    • AJC

  12. Excluding HCEs

    By EmpbAF,
    • 8 replies
    • 2.8k views

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

    By BG5150,
    • 6 replies
    • 1.9k views

  14. Qualified Domestic Relations Order

    By Stacy Woods,
    • 3 replies
    • 911 views

  15. Partnership Trouble

    By Dougsbpc,
    • 1 reply
    • 977 views

  16. Start up 401k wants to include sub contractors

    By Santo Gold,
    • 10 replies
    • 3.3k views

  17. Question on VFCP eligibility

    By Renee H,
    • 7 replies
    • 1.6k views

  18. ADP and Catch-up

    By JHalligan,
    • 3 replies
    • 2k views

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

    By RayJJohnsonJr,
    • 6 replies
    • 1.5k views

  20. Reg. §1.410(b)-8(b)

    By Dalai Pookah,
    • 3 replies
    • 1.4k views

  21. Forfeiture accounts in MEPs

    By BG5150,
    • 7 replies
    • 1.6k views

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

    By Basically,
    • 4 replies
    • 1.1k views

  23. PEP Participant Fees

    By Molgilny89,
    • 1 reply
    • 1.5k views

  24. Plan Permanency Issue

    By Lucky32,
    • 10 replies
    • 2.8k views

  25. Deadline for Determination Letter Application for Initial Qualification

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

  26. IRS releases 2023 retirement plan limits

    By Lois Baker,
    • 0 replies
    • 1.1k views

  27. Late Adoption of Cycle 3 Restatement

    By Lauren0507,
    • 1 reply
    • 1.5k views

  28. control group and changing ownership

    By JHalligan,
    • 1 reply
    • 939 views

  29. Missed Employer Contribution Allocation

    By Dougsbpc,
    • 2 replies
    • 1k views

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

    By Peter Gulia,   
    • 19 replies
    • 6k views

  31. Frozen Profit Sharing Plan

    By Catch22PGM,   
    • 7 replies
    • 2.3k views

  32. 410b Failure... huh?

    By Basically,
    • 5 replies
    • 1.5k views

  33. Is today the SAR due date?

    By Bri,
    • 3 replies
    • 1.4k views

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

    By Peter Gulia,
    • 26 replies
    • 8.6k views

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

    By TPApril,
    • 4 replies
    • 1.3k views

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

    By BG5150,
    • 2 replies
    • 866 views

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

    By BG5150,
    • 4 replies
    • 1.4k views

  38. Amendment extensions for CARES/SECURE

    By Belgarath,
    • 22 replies
    • 2.3k views

  39. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.7k views

  40. Guide to In-Plan Roth Conversions

    By AJC,
    • 4 replies
    • 1.8k views
    • Bri
    • Bri

  41. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols,
    • 5 replies
    • 1.6k views

  42. Participant fee disclosures in SPD

    By Bird,
    • 4 replies
    • 1.6k views
    • Bird
    • Bird

  43. PBGC covered or not

    By Jakyasar,
    • 15 replies
    • 3.4k views

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

    By BG5150,
    • 1 reply
    • 846 views

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

    By Belgarath,
    • 18 replies
    • 12.3k views

  46. New Jersey Deductible Contributions

    By FT Retire,
    • 3 replies
    • 1.2k views
    • joel
    • joel

  47. 5500SF related

    By Jakyasar,
    • 2 replies
    • 1.1k views

  48. 25% of eligible compensation deductible limit

    By dmb,
    • 12 replies
    • 4.8k views

  49. Contingent beneficiary question

    By BG5150,
    • 29 replies
    • 5.4k views

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

    By Santo Gold,
    • 2 replies
    • 1.4k views
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