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Retirement Plans in General

5,816 topics in this forum

  1. Anti-cutback rule for union employees in a plan covering both union and non-union employees

    By Belgarath,
    • 5 replies
    • 1.2k views

  2. Annual contributions to a Keogh Plan

    By With Appreciation....,
    • 3 replies
    • 1.3k views

  3. Can you define a Break in Service as 12 months working <1,000 hours

    By ESOP Guy,
    • 6 replies
    • 1.2k views

  4. Creditor Protection for non-spouse beneficiary

    By Barbara,
    • 0 replies
    • 666 views

  5. Cyle 4 Pre-Approved Plans

    By FormsRstillmylife,
    • 0 replies
    • 684 views

  6. Benefit Admin Training

    By WolverineBenefits,
    • 3 replies
    • 919 views

  7. 2 Single Member Business', same owner... can either business pay the ER Cont?

    By Basically,
    • 2 replies
    • 818 views

  8. HAPPY HOLIDAYS!

    By CuseFan,
    • 2 replies
    • 778 views

  9. SECURE 2.0 - Amend now or later?

    By Sully,
    • 3 replies
    • 1.5k views

  10. Combo plan, CG, deduction related

    By Jakyasar,
    • 2 replies
    • 763 views

  11. New Employer - Short Tax Year

    By Gilmore,
    • 5 replies
    • 1k views

  12. Late deferrals: calculating lost earnings

    By BG5150,
    • 2 replies
    • 2.9k views

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

    By Miles Leech,   
    • 9 replies
    • 1k views

  14. Is RMD required?

    By Jakyasar,
    • 9 replies
    • 3.9k views

  15. Enhanced SH Match

    By jkdoll2,
    • 4 replies
    • 790 views

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

    By KaJay,
    • 8 replies
    • 1.4k views

  17. Retiring the end of this year - hurray!

    By Belgarath,
    • 4 replies
    • 1.1k views

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

    By Appalachian_Trail,
    • 4 replies
    • 1.1k views

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

    By ESOP Guy,
    • 0 replies
    • 760 views

  20. May look for a new valuation system

    By Jakyasar,
    • 0 replies
    • 677 views

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

    By Peter Gulia,
    • 10 replies
    • 5.2k views

  22. Controlled Group Question

    By kimso,
    • 2 replies
    • 1k views

  23. Derrin Watson -- Riding into the sunset

    By S Derrin Watson,
    • 11 replies
    • 1.7k views

  24. Controlled Group Relationship - Household Employees

    By Vlad401k,
    • 1 reply
    • 7.5k views

  25. RMD related

    By Jakyasar,
    • 3 replies
    • 1.3k views

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

    By Peter Gulia,
    • 16 replies
    • 2.8k views

  27. IRS Releases 2026 Inflation-Adjusted Limits

    By Lois Baker,
    • 0 replies
    • 1.1k views

  28. 401(k) rollover to 403(b) contains RMD

    By KaJay,
    • 5 replies
    • 3.5k views

  29. 2025 IRS form 5330 - paper filing?

    By Belgarath,
    • 4 replies
    • 2k views

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

    By Peter Gulia,
    • 1 reply
    • 1.5k views

  31. Voya Vesting Update

    By TH 401k,
    • 3 replies
    • 1.8k views

  32. Money Purchse Plan Merging into new Profit Sharing Plan

    By Coleboy1,
    • 7 replies
    • 1.8k views

  33. ICYMI - 2026 expected limits

    By John Feldt ERPA CPC QPA,
    • 5 replies
    • 3.4k views

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

    By Peter Gulia,
    • 0 replies
    • 1.6k views

  35. 2026 COLA Projection of Dollar Limits

    By John Feldt ERPA CPC QPA,
    • 15 replies
    • 5.8k views

  36. 415(c) limitation for terminating DC plan

    By Belgarath,
    • 4 replies
    • 1.4k views

  37. Easy controlled group question

    By Santo Gold,
    • 4 replies
    • 1.7k views

  38. Senior Fog

    By thepensionmaven,
    • 2 replies
    • 1.5k views

  39. IRS on furlough

    By justanotheradmin,
    • 7 replies
    • 5.5k views

  40. Trouble with the IRS forms and publications page

    By Belgarath,
    • 1 reply
    • 2.2k views

  41. Distribution Security when TPAs are required to approve

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

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

    By Peter Gulia,
    • 3 replies
    • 2.2k views

  43. Rehired Participants

    By Connor,
    • 10 replies
    • 6.5k views

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

    By Peter Gulia,
    • 8 replies
    • 3.2k views

  45. Form 5330 related for DB plans

    By Jakyasar,
    • 3 replies
    • 3.8k views

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

    By Peter Gulia,
    • 1 reply
    • 3.5k views

  47. Money Purchase Plan- Late Contribution

    By Coleboy1,
    • 4 replies
    • 3.2k views

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

    By TPApril,
    • 1 reply
    • 3.5k views

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

    By Lucky32,
    • 16 replies
    • 5.3k views

  50. 5500 forms filed by TPA with an esigner authorization

    By Jakyasar,
    • 1 reply
    • 2.3k views
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