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Retirement Plans in General

5,816 topics in this forum

  1. Qualified Domestic Relations Order

    By Stacy Woods,
    • 3 replies
    • 804 views

  2. Partnership Trouble

    By Dougsbpc,
    • 1 reply
    • 887 views

  3. Start up 401k wants to include sub contractors

    By Santo Gold,
    • 10 replies
    • 3k views

  4. Question on VFCP eligibility

    By Renee H,
    • 7 replies
    • 1.4k views

  5. ADP and Catch-up

    By JHalligan,
    • 3 replies
    • 1.8k views

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

    By RayJJohnsonJr,
    • 6 replies
    • 1.3k views

  7. Reg. §1.410(b)-8(b)

    By Dalai Pookah,
    • 3 replies
    • 1.1k views

  8. Forfeiture accounts in MEPs

    By BG5150,
    • 7 replies
    • 1.3k views

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

    By Basically,
    • 4 replies
    • 968 views

  10. PEP Participant Fees

    By Molgilny89,
    • 1 reply
    • 1.3k views

  11. Plan Permanency Issue

    By Lucky32,
    • 10 replies
    • 2.4k views

  12. Deadline for Determination Letter Application for Initial Qualification

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

  13. IRS releases 2023 retirement plan limits

    By Lois Baker,
    • 0 replies
    • 895 views

  14. Late Adoption of Cycle 3 Restatement

    By Lauren0507,
    • 1 reply
    • 1.3k views

  15. control group and changing ownership

    By JHalligan,
    • 1 reply
    • 711 views

  16. Missed Employer Contribution Allocation

    By Dougsbpc,
    • 2 replies
    • 896 views

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

    By Peter Gulia,   
    • 19 replies
    • 5.6k views

  18. Frozen Profit Sharing Plan

    By Catch22PGM,   
    • 7 replies
    • 2k views

  19. 410b Failure... huh?

    By Basically,
    • 5 replies
    • 1.2k views

  20. Is today the SAR due date?

    By Bri,
    • 3 replies
    • 1.3k views

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

    By Peter Gulia,
    • 26 replies
    • 7.6k views

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

    By TPApril,
    • 4 replies
    • 1.1k views

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

    By BG5150,
    • 2 replies
    • 737 views

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

    By BG5150,
    • 4 replies
    • 1.3k views

  25. Amendment extensions for CARES/SECURE

    By Belgarath,
    • 22 replies
    • 2k views

  26. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.5k views

  27. Guide to In-Plan Roth Conversions

    By AJC,
    • 4 replies
    • 1.5k views
    • Bri
    • Bri

  28. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols,
    • 5 replies
    • 1.4k views

  29. Participant fee disclosures in SPD

    By Bird,
    • 4 replies
    • 1.4k views
    • Bird
    • Bird

  30. PBGC covered or not

    By Jakyasar,
    • 15 replies
    • 3k views

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

    By BG5150,
    • 1 reply
    • 701 views

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

    By Belgarath,
    • 18 replies
    • 11.8k views

  33. New Jersey Deductible Contributions

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

  34. 5500SF related

    By Jakyasar,
    • 2 replies
    • 897 views

  35. 25% of eligible compensation deductible limit

    By dmb,
    • 12 replies
    • 4.5k views

  36. Contingent beneficiary question

    By BG5150,
    • 29 replies
    • 4.6k views

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

    By Santo Gold,
    • 2 replies
    • 1.2k views

  38. Corporate resolution dating

    By Belgarath,
    • 4 replies
    • 2.1k views

  39. Is this plan covered by PBGC?

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

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

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

  41. Are these related entities?

    By cathyw,
    • 8 replies
    • 1.2k views

  42. Erisapedia webcast yesterday on CARES/SECURE Amendments

    By Belgarath,
    • 5 replies
    • 729 views

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

    By Will.I.Am,
    • 2 replies
    • 1.1k views

  44. Deposit made before plan adopted

    By Jakyasar,
    • 26 replies
    • 2.6k views

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

    By MJR,
    • 8 replies
    • 2.2k views

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

    By Peter Gulia,
    • 2 replies
    • 913 views

  47. Getting back a small overpayment that shouldn't have been deposited in the first place

    By AlbanyConsultant,
    • 17 replies
    • 2.4k views

  48. RMD calculation for DC plan that is terminating

    By Jakyasar,
    • 7 replies
    • 1.1k views

  49. Top Heavy Failing

    By Basically,
    • 7 replies
    • 1.1k views

  50. Disability Pay on a W-2 by the insurance company?

    By Belgarath,
    • 5 replies
    • 6.6k views
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