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Retirement Plans in General

5,778 topics in this forum

  1. Rehired Participants

    By Connor,
    • 10 replies
    • 4.8k views

  2. How would lacking official inflation-adjusted amounts affect your work?

    By Peter Gulia,
    • 8 replies
    • 2.9k views

  3. Form 5330 related for DB plans

    By Jakyasar,
    • 3 replies
    • 3.6k views

  4. Does the proposed rule about qualified tips change how to count an employee’s compensation?

    By Peter Gulia,
    • 1 reply
    • 3.3k views

  5. Money Purchase Plan- Late Contribution

    By Coleboy1,
    • 4 replies
    • 3k views

  6. EIN requested w/wrong address-file f8822b or get new EIN?

    By TPApril,
    • 1 reply
    • 3.4k views

  7. Retroactively Amend Plan to Make Allocation Requirement More Generous?

    By Lucky32,
    • 16 replies
    • 3.9k views

  8. 5500 forms filed by TPA with an esigner authorization

    By Jakyasar,
    • 1 reply
    • 2k views

  9. Takeover and deduction related

    By Jakyasar,
    • 4 replies
    • 3.6k views

  10. Leased employee and controlled group related

    By Jakyasar,
    • 3 replies
    • 4.6k views

  11. Former LTPT vesting credit

    By Belgarath,
    • 3 replies
    • 3.4k views

  12. MEP situation - one of the more bizarre situations I've encountered

    By Belgarath,
    • 4 replies
    • 4.3k views

  13. Reporting and withholding re: pension annuity overpayment due to late death notification

    By LABenefits,
    • 0 replies
    • 6.2k views

  14. Retirement Plan Expenses

    By Egold,
    • 1 reply
    • 4.3k views

  15. Is SECURE 2022 law?

    By Peter Gulia,
    • 19 replies
    • 7.5k views

  16. Vesting related

    By Jakyasar,
    • 7 replies
    • 2.8k views

  17. Tips, Overtime Pay and Payroll for 2025

    By Paul I,
    • 3 replies
    • 2.7k views

  18. Entry "immediately" upon meeting service requirements - day of or day after?

    By kmhaab,
    • 2 replies
    • 2.6k views

  19. 4 Step Permitted Disparity - Maxing Out Two Owners

    By Kattdogg12,
    • 1 reply
    • 2.2k views

  20. Adopting new profit sharing formula - is there a cutback?

    By PensionPro,
    • 6 replies
    • 3.4k views

  21. Amend to change Profit Sharing Allocation method after year end

    By Old Reliable,
    • 15 replies
    • 4.6k views

  22. What is the plan # for controlled group?

    By Jakyasar,
    • 9 replies
    • 2.5k views

  23. Testing of 15 Separate Plans in a Controlled Group

    By Flyboyjohn,
    • 10 replies
    • 3.6k views

  24. SECURE 2.0 amendment deadlines for "applicable collectively bargained plans"

    By Belgarath,
    • 2 replies
    • 2.4k views

  25. Anniversary date entry when hired on the 2nd day of a month

    By ESOP Guy,
    • 13 replies
    • 3.8k views

  26. Qualified replacement plan related (QRP)

    By Jakyasar,
    • 3 replies
    • 2.8k views

  27. Calendar Year MEP Splits Mar-31 & the 5500 Considerations

    By AJC,
    • 4 replies
    • 3k views

  28. Links to text of Internal Revenue Code and Treasury Regulations

    By justanotheradmin,
    • 10 replies
    • 3.9k views

  29. Affiliated Service Group?

    By Dougsbpc,
    • 5 replies
    • 2.8k views

  30. Restoration of Forfeited Accrued Benefits -- Do Earnings Need to Be Restored Too?

    By rocknrolls2,
    • 9 replies
    • 3k views

  31. Simple & 401(k) for same year?

    By Basically,
    • 3 replies
    • 2.7k views

  32. Post-severance compensation

    By Belgarath,
    • 7 replies
    • 4.8k views

  33. Is auto-enroll an actual "feature"?

    By Bri,
    • 10 replies
    • 3.4k views

  34. Usage Of AI/LLM In Benefits Practices

    By RatherBeGolfing,
    • 5 replies
    • 3.5k views

  35. Compensation under the new tax bill

    By Belgarath,
    • 4 replies
    • 8.3k views

  36. Interesting situation - frozen plan?

    By Belgarath,
    • 3 replies
    • 3.4k views

  37. Do I need to provide gateway for combo plan?

    By Jakyasar,
    • 3 replies
    • 2.8k views

  38. Contribution made after tax deadline

    By Jakyasar,
    • 6 replies
    • 3.9k views

  39. Reasonable Compensation Guidance

    By youngbenefitslawyer,
    • 2 replies
    • 3.3k views

  40. IRS Audit question

    By Dalai Pookah,
    • 8 replies
    • 4.3k views

  41. Corporate acquisition/plan termination/415

    By Carol V. Calhoun,
    • 2 replies
    • 3.5k views

  42. Vesting using elapsed time

    By Belgarath,
    • 5 replies
    • 3.9k views

  43. Form 8822-B Poll

    By RatherBeGolfing,   
    • 11 replies
    • 5.9k views

  44. retirement distribution after divorce and remarriage

    By mxc,
    • 2 replies
    • 4.3k views

  45. 5500 filing for 2 shareholders of S-Corp

    By Jakyasar,
    • 2 replies
    • 3.6k views

  46. Will 2025 end without legislation about retirement plans?

    By Peter Gulia,
    • 1 reply
    • 3.8k views

  47. Are there some plans for which no 3(16) service is available?

    By Peter Gulia,
    • 0 replies
    • 3.3k views

  48. Partners want Solo 401(k) Plans Separate from Partnership's Plan

    By AJC,
    • 6 replies
    • 3.9k views

  49. Reporting 402(g) Excess of Designated Roth Deferrals After April 15

    By KaJay,
    • 14 replies
    • 4.3k views

  50. Revisiting combo plan and top heavy issue

    By Jakyasar,
    • 2 replies
    • 3.2k views
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