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Retirement Plans in General

5,839 topics in this forum

  1. IRS Releases 2026 Inflation-Adjusted Limits

    By Lois Baker,
    • 0 replies
    • 1.3k views

  2. 401(k) rollover to 403(b) contains RMD

    By KaJay,
    • 5 replies
    • 3.9k views

  3. 2025 IRS form 5330 - paper filing?

    By Belgarath,
    • 4 replies
    • 2.5k views

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

    By Peter Gulia,
    • 1 reply
    • 1.7k views

  5. Voya Vesting Update

    By TH 401k,
    • 3 replies
    • 2.1k views

  6. Money Purchse Plan Merging into new Profit Sharing Plan

    By Coleboy1,
    • 7 replies
    • 2.1k views

  7. ICYMI - 2026 expected limits

    By John Feldt ERPA CPC QPA,
    • 5 replies
    • 3.7k views

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

    By Peter Gulia,
    • 0 replies
    • 1.7k views

  9. 2026 COLA Projection of Dollar Limits

    By John Feldt ERPA CPC QPA,
    • 15 replies
    • 6.8k views

  10. 415(c) limitation for terminating DC plan

    By Belgarath,
    • 4 replies
    • 1.7k views

  11. Easy controlled group question

    By Santo Gold,
    • 4 replies
    • 1.9k views

  12. Senior Fog

    By thepensionmaven,
    • 2 replies
    • 1.7k views

  13. IRS on furlough

    By justanotheradmin,
    • 7 replies
    • 5.9k views

  14. Trouble with the IRS forms and publications page

    By Belgarath,
    • 1 reply
    • 2.4k views

  15. Distribution Security when TPAs are required to approve

    By Tom,
    • 0 replies
    • 1.8k views
    • Tom
    • Tom

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

    By Peter Gulia,
    • 3 replies
    • 2.5k views

  17. Rehired Participants

    By Connor,
    • 10 replies
    • 7.7k views

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

    By Peter Gulia,
    • 8 replies
    • 3.6k views

  19. Form 5330 related for DB plans

    By Jakyasar,
    • 3 replies
    • 3.9k views

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

    By Peter Gulia,
    • 1 reply
    • 3.6k views

  21. Money Purchase Plan- Late Contribution

    By Coleboy1,
    • 4 replies
    • 3.5k views

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

    By TPApril,
    • 1 reply
    • 3.7k views

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

    By Lucky32,
    • 16 replies
    • 6.7k views

  24. 5500 forms filed by TPA with an esigner authorization

    By Jakyasar,
    • 1 reply
    • 2.5k views

  25. Takeover and deduction related

    By Jakyasar,
    • 4 replies
    • 4k views

  26. Leased employee and controlled group related

    By Jakyasar,
    • 3 replies
    • 5k views

  27. Former LTPT vesting credit

    By Belgarath,
    • 3 replies
    • 3.8k views

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

    By Belgarath,
    • 4 replies
    • 4.8k views

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

    By LABenefits,
    • 0 replies
    • 6.6k views

  30. Retirement Plan Expenses

    By Egold,
    • 1 reply
    • 4.6k views

  31. Vesting related

    By Jakyasar,
    • 7 replies
    • 3.2k views

  32. Tips, Overtime Pay and Payroll for 2025

    By Paul I,
    • 3 replies
    • 3.4k views

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

    By kmhaab,
    • 2 replies
    • 3.1k views

  34. 4 Step Permitted Disparity - Maxing Out Two Owners

    By 401kWhisperer,
    • 1 reply
    • 2.6k views

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

    By PensionPro,
    • 6 replies
    • 4k views

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

    By Old Reliable,
    • 15 replies
    • 6k views

  37. What is the plan # for controlled group?

    By Jakyasar,
    • 9 replies
    • 3.2k views

  38. Testing of 15 Separate Plans in a Controlled Group

    By Flyboyjohn,
    • 10 replies
    • 4.7k views

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

    By Belgarath,
    • 2 replies
    • 2.8k views

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

    By ESOP Guy,
    • 13 replies
    • 5.6k views

  41. Qualified replacement plan related (QRP)

    By Jakyasar,
    • 3 replies
    • 3.2k views

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

    By AJC,
    • 4 replies
    • 3.4k views

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

    By justanotheradmin,
    • 10 replies
    • 5.3k views

  44. Affiliated Service Group?

    By Dougsbpc,
    • 5 replies
    • 3.3k views

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

    By rocknrolls2,
    • 9 replies
    • 3.9k views

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

    By Basically,
    • 3 replies
    • 3.3k views

  47. Post-severance compensation

    By Belgarath,
    • 7 replies
    • 5.7k views

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

    By Bri,
    • 10 replies
    • 4.3k views

  49. Usage Of AI/LLM In Benefits Practices

    By RatherBeGolfing,
    • 5 replies
    • 4.4k views

  50. Compensation under the new tax bill

    By Belgarath,
    • 4 replies
    • 9.1k views
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