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Retirement Plans in General

5,781 topics in this forum

  1. 401(k) Eligibility of Certain Resident Aliens Receiving W-2

    By PensionPro,
    • 6 replies
    • 2k views

  2. Should service providers ask plan sponsors whether one wants to change the required beginning date applicable age?

    By Peter Gulia,
    • 6 replies
    • 929 views

  3. Coverage

    By gc@chimentowebb.com,
    • 6 replies
    • 1.3k views

  4. PEP's

    By Belgarath,
    • 6 replies
    • 1.4k views

  5. Section 204(h) Notice when MPP merged into a PSP

    By Guest JDansa,
    • 6 replies
    • 1.5k views

  6. What if Plan uses Employer's EIN for 1099's and/or Accounts?

    By BG5150,
    • 6 replies
    • 1.4k views

  7. Blaze SSi- RTS system- ee field 61 and subgroups

    By Guest Denismh,
    • 6 replies
    • 2.5k views

  8. Sabbatical w/ Eventual Termination

    By Guest lawkid,
    • 6 replies
    • 3.2k views

  9. Late reported deaths - tax reporting

    By Brian,   
    • 6 replies
    • 2k views

  10. Partner and sole proprietor and same client

    By ombskid,
    • 6 replies
    • 1.2k views

  11. Changing Recordkeepers

    By coleboy,
    • 6 replies
    • 987 views

  12. Form 8955-SSA

    By Florence,
    • 6 replies
    • 1.7k views

  13. How does the 415 limit work with 401a and 457 plans?

    By waid10,
    • 6 replies
    • 3.7k views

  14. Change in valuation date

    By Guest tws,
    • 6 replies
    • 1.8k views

  15. Changing the definition of compensation

    By katieinny,
    • 6 replies
    • 2.3k views

  16. top heavy question

    By Guest stanlipton,
    • 6 replies
    • 1.5k views

  17. DC Plan Benchmarking

    By Hattie Greenan,   
    • 6 replies
    • 1.3k views

  18. Integrated PS Allocation for Self-Employed Individuals - Excel

    By PensionPro,
    • 6 replies
    • 1.8k views

  19. What is a "plan"?

    By Guest Jeff Moore,
    • 6 replies
    • 2k views

  20. plan vs plan sponsor

    By thepensionmaven,
    • 6 replies
    • 839 views

  21. Any way to avoid top heavy minimum?

    By Lynn Campbell,
    • 6 replies
    • 2k views
    • Guest
    • Guest

  22. IRS Approval of Trust Agreement Amendment

    By luissaha,
    • 6 replies
    • 1.1k views

  23. Why Is It So Hard to Find Administrators

    By ERISA1,
    • 6 replies
    • 2k views

  24. Merging Plans

    By Guest scottcal,
    • 6 replies
    • 3.2k views

  25. Is additional contribution required

    By Jakyasar,
    • 6 replies
    • 2.9k views

  26. Does the IRS ever challenge a shareholder-employee’s compensation as too high?

    By Peter Gulia,   
    • 6 replies
    • 1.7k views

  27. Passing 410(b)... does it matter who I include?

    By Basically,
    • 6 replies
    • 3.2k views

  28. The check for 2023 contribution is returned to the client by RK

    By Jakyasar,
    • 6 replies
    • 2.5k views

  29. Must interest be credited to a money purchase plan on a contribution t

    By Guest Ingrid Fils,
    • 6 replies
    • 2.8k views
    • Guest
    • Guest

  30. Missing Participant payouts - DOL FAB 2025-01

    By Belgarath,
    • 6 replies
    • 3.1k views

  31. mistake of fact

    By Belgarath,
    • 6 replies
    • 2.4k views

  32. PS58 costs

    By Lou81,   
    • 6 replies
    • 2.5k views

  33. 1,000 hours when gap between end of payroll period and payment date straddles two tax years

    By Car23,
    • 6 replies
    • 1.2k views

  34. Vesting and sale of affiliate

    By Ananda,
    • 6 replies
    • 1.3k views

  35. 401a Questions

    By EBP Guy,
    • 6 replies
    • 2.8k views

  36. Controlled Group

    By dmb,
    • 6 replies
    • 1.5k views

  37. Controlled group issues, related employers

    By dan.jock,
    • 6 replies
    • 1.4k views

  38. Does AFN replaces SAR in a PBGC covered DB plan?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  39. Rev Proc 2021-30

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  40. solo 401(k) with Mega Back Door Roth

    By truphao,
    • 6 replies
    • 1.4k views

  41. Contribution made after tax deadline

    By Jakyasar,
    • 6 replies
    • 3.9k views

  42. Freezing Money Purchase Plan for Self Employed

    By Guest mo,
    • 6 replies
    • 1.8k views
    • Guest
    • Guest

  43. Can a plan sponsor set up an account inside a target benefit plan to h

    By John A,
    • 6 replies
    • 1.8k views

  44. Instituting Employee Contribution to plans

    By Guest Benefits Newbie,
    • 6 replies
    • 2.2k views

  45. Can vested balances be used to reduce embezzled amount?

    By Guest Dianes,
    • 6 replies
    • 2k views

  46. DOL Audit

    By mming,
    • 6 replies
    • 951 views

  47. Discretionary Profit Sharing Contribution - Resolution

    By MarZDoates,
    • 6 replies
    • 3.3k views

  48. Controlled Group - Husband and Wife

    By Guest anth,
    • 6 replies
    • 6.8k views
    • Guest
    • Guest

  49. Have never run into this in 30 years

    By Dougsbpc,
    • 6 replies
    • 1k views

  50. Trust accounting for a pooled plan

    By Bird,
    • 6 replies
    • 1.4k views
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