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Retirement Plans in General

5,768 topics in this forum

  1. 2025 Retirement Plan Limits released by IRS

    By Lois Baker,
    • 1 reply
    • 1.4k views

  2. 2026 COLA Projection of Dollar Limits

    By John Feldt ERPA CPC QPA,
    • 15 replies
    • 4.3k views

  3. 204(h) Notice

    By luissaha,
    • 8 replies
    • 2.4k views

  4. 204(h) Notice

    By chris,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  5. 204(h) notice required for conversion from MP to 401(k) PS?

    By billfgrady,
    • 2 replies
    • 1.8k views

  6. 204(h) Notice Twice??

    By Christine Roberts,
    • 1 reply
    • 1.6k views

  7. 211 whistleblower process

    By drakecohen,
    • 0 replies
    • 553 views

  8. 25% and 15% calculations wrt ee deferrals

    By David,
    • 4 replies
    • 2.5k views

  9. 25% Deduction limit in pro-rata allocation

    By Becky Schwing,
    • 26 replies
    • 3.9k views

  10. 25% IRC 404 limit for combo MPPP/PS Plan

    By Guest RS Vatalaro,
    • 1 reply
    • 1.9k views

  11. 25% of eligible compensation deductible limit

    By dmb,
    • 12 replies
    • 3.9k views

  12. 267 attribution

    By R. Butler,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  13. 295 Free Recorded Webcasts About Retirement Plans

    By Dave Baker,
    • 2 replies
    • 680 views

  14. 3 owners form an LLC, but want different benefits from the plan(s)

    By Santo Gold,
    • 2 replies
    • 1.3k views

  15. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold,
    • 1 reply
    • 695 views

  16. 3 Small Businesses

    By Basically,
    • 4 replies
    • 620 views

  17. 3(16) administrator signing 5500 for client question

    By BG5150,
    • 2 replies
    • 774 views

  18. 30% Limit On Passive Income Paid as Management Fee and Treated as Earned Income

    By Guest EMM118,
    • 1 reply
    • 1k views

  19. 3401(a) exlcude sales commissions?

    By Guest Enda80,
    • 2 replies
    • 1.3k views

  20. 4 Step Permitted Disparity - Maxing Out Two Owners

    By Kattdogg12,
    • 1 reply
    • 2.2k views

  21. 401 Rollover --need advice asap

    By Guest charxyz,
    • 7 replies
    • 1.4k views

  22. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

    By Guest Enda80,
    • 0 replies
    • 885 views
    • Guest
    • Guest

  23. 401(a) or FICA / Social Security Alternative Plans

    By Guest sammyg,
    • 1 reply
    • 8.8k views

  24. 401(a) Plans for Public Sector Employers in New York

    By Guest DAF,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  25. 401(a)(17) & Plan Formula Change

    By wmyer,
    • 2 replies
    • 1.2k views

  26. 401(a)(17) limit for quarterly allocations

    By Medusa,
    • 0 replies
    • 1.4k views

  27. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

    By Guest Enda80,
    • 3 replies
    • 1.7k views

  28. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80,
    • 7 replies
    • 1.7k views

  29. 401(a)(31), 401(a)(9) effective dates for a retirement plan questions; absolute or first day of the first plan year following the effective dates give

    By Guest Enda80,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  30. 401(a)(4)

    By thepensionmaven,
    • 3 replies
    • 1.5k views

  31. 401(a)(4) nondiscrimination test required for int alloc

    By betheeg,
    • 7 replies
    • 2.6k views

  32. 401(a)(9) ownership change after year of 70 1/2

    By JJRetirement,   
    • 3 replies
    • 1.7k views

  33. 401(a)(9) Regs

    By MarZDoates,
    • 3 replies
    • 1.3k views

  34. 401(a)26

    By thepensionmaven,
    • 4 replies
    • 2.3k views

  35. 401(h) Accounts

    By Ron Snyder,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  36. 401(h) and HIPAA

    By E as in ERISA,
    • 2 replies
    • 1.8k views

  37. 401(h) Feature in Money Purchase Plan

    By VBSalas,   
    • 4 replies
    • 2.2k views

  38. 401(k) (non-union) and 403(b) (union)

    By waid10,
    • 3 replies
    • 1.9k views

  39. 401(k) and Profit sharing in a Sub-S corporation for a single owner

    By Guest BruceCM,
    • 17 replies
    • 17k views

  40. 401(k) Company Matches and Loan Fees

    By Guest LCUtell,
    • 5 replies
    • 1.6k views

  41. 401(k) Eligibility of Certain Resident Aliens Receiving W-2

    By PensionPro,
    • 6 replies
    • 1.9k views

  42. 401(k) for Owner of Union Shop

    By drakecohen,
    • 4 replies
    • 1.1k views

  43. 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
    • 1.7k views
    • AJC
    • AJC

  44. 401(k) Loans

    By Guest smill014,
    • 19 replies
    • 10.3k views

  45. 401(k) Participant Count for Audit Requirement

    By Tom,
    • 9 replies
    • 1.8k views
    • Bri
    • Bri

  46. 401(k) Plan for Guam Based Corporation

    By Guest Sparky,
    • 0 replies
    • 3k views
    • Guest
    • Guest

  47. 401(k) Profit Share Plan Eligibility

    By Guest joe s,
    • 2 replies
    • 1.3k views

  48. 401(k) rollover to 403(b) contains RMD

    By KaJay,
    • 5 replies
    • 3.1k views

  49. 401(k) SNHEC and Integrated PS Allocation

    By buckaroo,
    • 26 replies
    • 7.9k views

  50. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

    By Guest Eric Cernyar,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest
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