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Retirement Plans in General

5,811 topics in this forum

  1. 2 Single Member Business', same owner... can either business pay the ER Cont?

    By Basically,
    • 2 replies
    • 768 views

  2. HAPPY HOLIDAYS!

    By CuseFan,
    • 2 replies
    • 736 views

  3. SECURE 2.0 - Amend now or later?

    By Sully,
    • 3 replies
    • 1.5k views

  4. Combo plan, CG, deduction related

    By Jakyasar,
    • 2 replies
    • 718 views

  5. New Employer - Short Tax Year

    By Gilmore,
    • 5 replies
    • 949 views

  6. Late deferrals: calculating lost earnings

    By BG5150,
    • 2 replies
    • 2.4k views

  7. Any way to fix this profit sharing spread this year?

    By Miles Leech,   
    • 9 replies
    • 927 views

  8. Is RMD required?

    By Jakyasar,
    • 9 replies
    • 3.9k views

  9. Enhanced SH Match

    By jkdoll2,
    • 4 replies
    • 735 views

  10. Wrong definition of compensation used to calculate deferrals in multiple employer plan

    By KaJay,
    • 8 replies
    • 1.3k views

  11. Retiring the end of this year - hurray!

    By Belgarath,
    • 4 replies
    • 1k views

  12. ASG: Are Schools/Day Cares service organizations?

    By Appalachian_Trail,
    • 4 replies
    • 1.1k views

  13. Form 5330 filed electronically late with an excise tax due

    By ESOP Guy,
    • 0 replies
    • 729 views

  14. May look for a new valuation system

    By Jakyasar,
    • 0 replies
    • 659 views

  15. If a search for a missing participant finds a new address, what do you do with it?

    By Peter Gulia,
    • 10 replies
    • 5.1k views

  16. Controlled Group Question

    By kimso,
    • 2 replies
    • 984 views

  17. Derrin Watson -- Riding into the sunset

    By S Derrin Watson,
    • 11 replies
    • 1.6k views

  18. Controlled Group Relationship - Household Employees

    By Vlad401k,
    • 1 reply
    • 7.4k views

  19. RMD related

    By Jakyasar,
    • 3 replies
    • 1.3k views

  20. For an age 60-63 catch-up, is 2026’s inflation adjusted amount $12,000 or $11,250?

    By Peter Gulia,
    • 16 replies
    • 2.7k views

  21. IRS Releases 2026 Inflation-Adjusted Limits

    By Lois Baker,
    • 0 replies
    • 1.1k views

  22. 401(k) rollover to 403(b) contains RMD

    By KaJay,
    • 5 replies
    • 3.5k views

  23. 2025 IRS form 5330 - paper filing?

    By Belgarath,
    • 4 replies
    • 1.8k views

  24. How to inflation-adjust amounts not designed in Tom Poje’s spreadsheet

    By Peter Gulia,
    • 1 reply
    • 1.5k views

  25. Voya Vesting Update

    By TH 401k,
    • 3 replies
    • 1.7k views

  26. Money Purchse Plan Merging into new Profit Sharing Plan

    By Coleboy1,
    • 7 replies
    • 1.7k views

  27. ICYMI - 2026 expected limits

    By John Feldt ERPA CPC QPA,
    • 5 replies
    • 3.3k views

  28. Does $145,000 inflation-adjust to $150,000?

    By Peter Gulia,
    • 0 replies
    • 1.5k views

  29. 2026 COLA Projection of Dollar Limits

    By John Feldt ERPA CPC QPA,
    • 15 replies
    • 5.4k views

  30. 415(c) limitation for terminating DC plan

    By Belgarath,
    • 4 replies
    • 1.4k views

  31. Easy controlled group question

    By Santo Gold,
    • 4 replies
    • 1.6k views

  32. Senior Fog

    By thepensionmaven,
    • 2 replies
    • 1.4k views

  33. IRS on furlough

    By justanotheradmin,
    • 7 replies
    • 5.4k views

  34. Trouble with the IRS forms and publications page

    By Belgarath,
    • 1 reply
    • 2.2k views

  35. Distribution Security when TPAs are required to approve

    By Tom,
    • 0 replies
    • 1.7k views
    • Tom
    • Tom

  36. How does a plan define disability if there is no Social Security determination?

    By Peter Gulia,
    • 3 replies
    • 2.1k views

  37. Rehired Participants

    By Connor,
    • 10 replies
    • 6.1k views

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

    By Peter Gulia,
    • 8 replies
    • 3.2k views

  39. Form 5330 related for DB plans

    By Jakyasar,
    • 3 replies
    • 3.7k views

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

    By Peter Gulia,
    • 1 reply
    • 3.5k views

  41. Money Purchase Plan- Late Contribution

    By Coleboy1,
    • 4 replies
    • 3.2k views

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

    By TPApril,
    • 1 reply
    • 3.5k views

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

    By Lucky32,
    • 16 replies
    • 5.1k views

  44. 5500 forms filed by TPA with an esigner authorization

    By Jakyasar,
    • 1 reply
    • 2.2k views

  45. Takeover and deduction related

    By Jakyasar,
    • 4 replies
    • 3.7k views

  46. Leased employee and controlled group related

    By Jakyasar,
    • 3 replies
    • 4.8k views

  47. Former LTPT vesting credit

    By Belgarath,
    • 3 replies
    • 3.6k views

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

    By Belgarath,
    • 4 replies
    • 4.5k views

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

    By LABenefits,
    • 0 replies
    • 6.4k views

  50. Retirement Plan Expenses

    By Egold,
    • 1 reply
    • 4.4k views
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