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Retirement Plans in General

5,751 topics in this forum

  1. Interim amendments needed now to terminate

    By J Simmons,
    • 1 reply
    • 1.8k views

  2. Missed blackout notice

    By Santo Gold,
    • 4 replies
    • 2.3k views

  3. Form 5500 Audit Count - With A Twist

    By RatherBeGolfing,
    • 4 replies
    • 1.8k views

  4. 415(h)'s Extent; Perhaps Affects Further to Compliance With 415; Perhaps Other Items Affected

    By Kent Allard,   
    • 5 replies
    • 2.1k views

  5. Which regulations might the next President put on hold?

    By Peter Gulia,
    • 2 replies
    • 1.9k views

  6. A new task for plan administrators to complete by December 29

    By Lois Baker,
    • 1 reply
    • 1.5k views

  7. adjustable loan interest rate

    By jeff mandell,
    • 1 reply
    • 1.3k views

  8. Passive Income ???

    By Santo Gold,
    • 6 replies
    • 1.8k views

  9. Exception to spousal attribution

    By Sublime,
    • 0 replies
    • 1.3k views

  10. Existing plan joins a MEP.

    By Belgarath,
    • 5 replies
    • 2.1k views

  11. Parent adopting on behalf of a subsidiary

    By Carol V. Calhoun,
    • 10 replies
    • 2.5k views

  12. Combo plan testing related

    By Jakyasar,
    • 1 reply
    • 1.3k views

  13. 2025 Retirement Plan Limits released by IRS

    By Lois Baker,
    • 1 reply
    • 1.3k views

  14. Excluding vesting service

    By Jakyasar,
    • 0 replies
    • 1.1k views

  15. Mandatory Employee contributions to Money Purchase Plan

    By Belgarath,
    • 11 replies
    • 4.9k views

  16. IRS Secure Message Portal Update?

    By justanotheradmin,
    • 4 replies
    • 2.1k views

  17. Vesting service related

    By Jakyasar,
    • 5 replies
    • 1.4k views

  18. How long can a one-participant Profit Sharing Plan Trust remain in effect after death

    By RayJJohnsonJr,
    • 10 replies
    • 1.8k views

  19. Controlled Group Rules - Attribution to IRA Owner?

    By BTG,
    • 4 replies
    • 1.3k views
    • BTG
    • BTG

  20. Beneficiary designated with a dollar amount?

    By Gilmore,
    • 8 replies
    • 2k views

  21. Updated Limits, COLAs

    By John Feldt ERPA CPC QPA,   
    • 10 replies
    • 2.1k views

  22. Benficries of trust considered owners of corp and therefore HC

    By SSRRS,
    • 7 replies
    • 1.3k views

  23. 401(k) funds used to purchase lifetime annuity outside a 401(k) with payments used to satisfy owner's RMD - SECURE 2.0 Act

    By AJC,
    • 10 replies
    • 1.6k views
    • AJC
    • AJC

  24. Secure Act 2 amendments: must stay in plan?

    By BG5150,
    • 5 replies
    • 1.6k views

  25. Louisiana Disaster Relief (Francine)

    By roy819,
    • 1 reply
    • 790 views

  26. 1-person plan retires - keep plan or terminate?

    By TPApril,
    • 11 replies
    • 1.6k views

  27. Disaster relief - 404(a)(6) deadline

    By Belgarath,
    • 2 replies
    • 784 views

  28. Deceased employee vesting

    By Basically,
    • 2 replies
    • 765 views

  29. automatic enrollment exception for small businesses

    By Santo Gold,
    • 2 replies
    • 823 views

  30. 412(e)(3) Plan 5500 filing

    By Jakyasar,
    • 7 replies
    • 1.1k views

  31. 401k moving to a 403b?

    By Santo Gold,
    • 2 replies
    • 897 views

  32. Will Congress give us a 2024 Christmas present?

    By Peter Gulia,
    • 1 reply
    • 496 views

  33. Diachronic Survey of Veteran Reemployment Conformity and Associated Impact on Vesting/Benefit Accrual Prior to USERRA

    By Kent Allard,   
    • 3 replies
    • 728 views

  34. Late adopter - SB attachment

    By Jakyasar,
    • 1 reply
    • 516 views

  35. SAR deadline fun

    By Bri,
    • 10 replies
    • 1.1k views

  36. Does SECURE apply to plans after they terminate?

    By roy819,
    • 1 reply
    • 773 views

  37. 5500 filing - automatic extension

    By Jakyasar,
    • 1 reply
    • 440 views

  38. Funding for a controlled group

    By Jakyasar,
    • 5 replies
    • 778 views

  39. How often is the employer the retirement plan’s only fiduciary?

    By Peter Gulia,
    • 20 replies
    • 1.9k views

  40. Controlled Group Rules in Year of Business Sale

    By Jeff G.,   
    • 0 replies
    • 624 views

  41. Control Group Contributions

    By Basically,
    • 3 replies
    • 953 views

  42. exemption from auto enroll in a 401k plan

    By Santo Gold,
    • 5 replies
    • 989 views

  43. Not stopping Match/SH when comp goes over limit

    By BG5150,
    • 3 replies
    • 1.1k views

  44. Ownership in multiple partnership and offset for losses

    By Jakyasar,
    • 1 reply
    • 1.1k views

  45. Beneficiary Designation Form - does it have to be notarized?

    By truphao,
    • 2 replies
    • 1.7k views

  46. MEP - Testing question - 1st year with NHCE in participating employer

    By Megandps,
    • 1 reply
    • 702 views
    • Bri
    • Bri

  47. ASG summary for the non-pension person?

    By AlbanyConsultant,
    • 1 reply
    • 590 views

  48. The Cycle 3 restatement deadline for DC plans was July 31, 2022. That was a Sunday.

    By David Peckham,
    • 5 replies
    • 1k views

  49. existing company joining a MEP... terminating current plan?

    By AlbanyConsultant,
    • 8 replies
    • 1.8k views

  50. Has any service provider paid on a fiduciary warranty?

    By Peter Gulia,
    • 4 replies
    • 1.1k views
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