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Retirement Plans in General

5,751 topics in this forum

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

    By Peter Gulia,
    • 2 replies
    • 1.9k views

  2. Passive Income ???

    By Santo Gold,
    • 6 replies
    • 1.8k views

  3. Exception to spousal attribution

    By Sublime,
    • 0 replies
    • 1.3k views

  4. Existing plan joins a MEP.

    By Belgarath,
    • 5 replies
    • 2.1k views

  5. 2025 Retirement Plan Limits released by IRS

    By Lois Baker,
    • 1 reply
    • 1.3k views

  6. Excluding vesting service

    By Jakyasar,
    • 0 replies
    • 1.1k views

  7. Combo plan testing related

    By Jakyasar,
    • 1 reply
    • 1.3k views

  8. IRS Secure Message Portal Update?

    By justanotheradmin,
    • 4 replies
    • 2.1k views

  9. Terminating participating employer of a PEP plan - spin-off required?

    By MrsMacias,
    • 5 replies
    • 3k views

  10. Vesting service related

    By Jakyasar,
    • 5 replies
    • 1.4k views

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

    By RayJJohnsonJr,
    • 10 replies
    • 1.8k views

  12. Controlled Group Rules - Attribution to IRA Owner?

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

  13. Beneficiary designated with a dollar amount?

    By Gilmore,
    • 8 replies
    • 2k views

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

    By SSRRS,
    • 7 replies
    • 1.3k views

  15. 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

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

    By BG5150,
    • 5 replies
    • 1.6k views

  17. Louisiana Disaster Relief (Francine)

    By roy819,
    • 1 reply
    • 790 views

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

    By Belgarath,
    • 2 replies
    • 782 views

  19. Deceased employee vesting

    By Basically,
    • 2 replies
    • 764 views

  20. automatic enrollment exception for small businesses

    By Santo Gold,
    • 2 replies
    • 821 views

  21. Will Congress give us a 2024 Christmas present?

    By Peter Gulia,
    • 1 reply
    • 496 views

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

    By Kent Allard,   
    • 3 replies
    • 728 views

  23. 412(e)(3) Plan 5500 filing

    By Jakyasar,
    • 7 replies
    • 1.1k views

  24. 401k moving to a 403b?

    By Santo Gold,
    • 2 replies
    • 897 views

  25. Late adopter - SB attachment

    By Jakyasar,
    • 1 reply
    • 515 views

  26. SAR deadline fun

    By Bri,
    • 10 replies
    • 1.1k views

  27. Does SECURE apply to plans after they terminate?

    By roy819,
    • 1 reply
    • 773 views

  28. 5500 filing - automatic extension

    By Jakyasar,
    • 1 reply
    • 439 views

  29. 1-person plan retires - keep plan or terminate?

    By TPApril,
    • 11 replies
    • 1.6k views

  30. Funding for a controlled group

    By Jakyasar,
    • 5 replies
    • 777 views

  31. Controlled Group Rules in Year of Business Sale

    By Jeff G.,   
    • 0 replies
    • 622 views

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

    By Peter Gulia,
    • 20 replies
    • 1.9k views

  33. Ownership in multiple partnership and offset for losses

    By Jakyasar,
    • 1 reply
    • 1.1k views

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

    By truphao,
    • 2 replies
    • 1.7k views

  35. exemption from auto enroll in a 401k plan

    By Santo Gold,
    • 5 replies
    • 987 views

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

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

  37. ASG summary for the non-pension person?

    By AlbanyConsultant,
    • 1 reply
    • 589 views

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

    By BG5150,
    • 3 replies
    • 1.1k views

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

    By David Peckham,
    • 5 replies
    • 1k views

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

    By AlbanyConsultant,
    • 8 replies
    • 1.8k views

  41. Multiple 125 Plans, One Employer

    By Ebplans,
    • 1 reply
    • 786 views

  42. Money Purchase Plan- CODA

    By mal,
    • 6 replies
    • 1.5k views
    • mal
    • mal

  43. When can plan compensation definition be amended for 414(s) testing?

    By Jakyasar,
    • 9 replies
    • 1.5k views

  44. I was gaslit during the divorce about a large annuity

    By Gaslit,
    • 2 replies
    • 869 views

  45. Is this a distributable event?

    By David Peckham,
    • 4 replies
    • 1.2k views

  46. Increasing the 5k to 7k for immediate distribution

    By Jakyasar,
    • 6 replies
    • 1.3k views

  47. Plan termination distributions done incorrectly

    By Jakyasar,
    • 8 replies
    • 1.2k views

  48. Control Group Contributions

    By Basically,
    • 3 replies
    • 953 views

  49. Another am I controlled group question

    By Jakyasar,
    • 3 replies
    • 743 views

  50. Am I controlled group?

    By Jakyasar,
    • 4 replies
    • 761 views
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