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Retirement Plans in General

5,824 topics in this forum

  1. 1099 Income

    By Egold,
    • 5 replies
    • 1.5k views

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

    By Jeff Kirtner,
    • 0 replies
    • 803 views

  3. Excess assets in a cash balance plan

    By Jakyasar,
    • 4 replies
    • 1.4k views

  4. Definition of Highly Compensated employee for 2023 plan year

    By Belgarath,
    • 1 reply
    • 1.3k views

  5. DB plan - RMD related

    By Jakyasar,
    • 6 replies
    • 1.7k views

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

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

  7. Excluding HCEs

    By EmpbAF,
    • 8 replies
    • 2.6k views

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

    By BG5150,
    • 6 replies
    • 1.7k views

  9. Qualified Domestic Relations Order

    By Stacy Woods,
    • 3 replies
    • 866 views

  10. Partnership Trouble

    By Dougsbpc,
    • 1 reply
    • 938 views

  11. Start up 401k wants to include sub contractors

    By Santo Gold,
    • 10 replies
    • 3.2k views

  12. Question on VFCP eligibility

    By Renee H,
    • 7 replies
    • 1.5k views

  13. ADP and Catch-up

    By JHalligan,
    • 3 replies
    • 1.9k views

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

    By RayJJohnsonJr,
    • 6 replies
    • 1.4k views

  15. Reg. §1.410(b)-8(b)

    By Dalai Pookah,
    • 3 replies
    • 1.3k views

  16. Forfeiture accounts in MEPs

    By BG5150,
    • 7 replies
    • 1.5k views

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

    By Basically,
    • 4 replies
    • 1k views

  18. PEP Participant Fees

    By Molgilny89,
    • 1 reply
    • 1.4k views

  19. Plan Permanency Issue

    By Lucky32,
    • 10 replies
    • 2.6k views

  20. Deadline for Determination Letter Application for Initial Qualification

    By casey72,
    • 2 replies
    • 1.3k views
    • EBP
    • EBP

  21. IRS releases 2023 retirement plan limits

    By Lois Baker,
    • 0 replies
    • 1k views

  22. Late Adoption of Cycle 3 Restatement

    By Lauren0507,
    • 1 reply
    • 1.4k views

  23. control group and changing ownership

    By JHalligan,
    • 1 reply
    • 869 views

  24. Missed Employer Contribution Allocation

    By Dougsbpc,
    • 2 replies
    • 974 views

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

    By Peter Gulia,   
    • 19 replies
    • 5.8k views

  26. Frozen Profit Sharing Plan

    By Catch22PGM,   
    • 7 replies
    • 2.1k views

  27. 410b Failure... huh?

    By Basically,
    • 5 replies
    • 1.4k views

  28. Is today the SAR due date?

    By Bri,
    • 3 replies
    • 1.4k views

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

    By Peter Gulia,
    • 26 replies
    • 8.2k views

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

    By TPApril,
    • 4 replies
    • 1.2k views

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

    By BG5150,
    • 2 replies
    • 780 views

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

    By BG5150,
    • 4 replies
    • 1.3k views

  33. Amendment extensions for CARES/SECURE

    By Belgarath,
    • 22 replies
    • 2.1k views

  34. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.6k views

  35. Guide to In-Plan Roth Conversions

    By AJC,
    • 4 replies
    • 1.7k views
    • Bri
    • Bri

  36. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols,
    • 5 replies
    • 1.5k views

  37. Participant fee disclosures in SPD

    By Bird,
    • 4 replies
    • 1.5k views
    • Bird
    • Bird

  38. PBGC covered or not

    By Jakyasar,
    • 15 replies
    • 3.2k views

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

    By BG5150,
    • 1 reply
    • 783 views

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

    By Belgarath,
    • 18 replies
    • 12.1k views

  41. New Jersey Deductible Contributions

    By FT Retire,
    • 3 replies
    • 1.1k views
    • joel
    • joel

  42. 5500SF related

    By Jakyasar,
    • 2 replies
    • 1k views

  43. 25% of eligible compensation deductible limit

    By dmb,
    • 12 replies
    • 4.7k views

  44. Contingent beneficiary question

    By BG5150,
    • 29 replies
    • 5.1k views

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

    By Santo Gold,
    • 2 replies
    • 1.3k views

  46. Corporate resolution dating

    By Belgarath,
    • 4 replies
    • 2.3k views

  47. Is this plan covered by PBGC?

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

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

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

  49. Are these related entities?

    By cathyw,
    • 8 replies
    • 1.3k views

  50. Erisapedia webcast yesterday on CARES/SECURE Amendments

    By Belgarath,
    • 5 replies
    • 805 views
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