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Retirement Plans in General

5,781 topics in this forum

  1. Updated Limits, COLAs

    By John Feldt ERPA CPC QPA,   
    • 10 replies
    • 2.3k views

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

    By SSRRS,
    • 7 replies
    • 1.3k views

  3. 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
    • 1.8k views
    • AJC
    • AJC

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

    By BG5150,
    • 5 replies
    • 1.7k views

  5. Louisiana Disaster Relief (Francine)

    By roy819,
    • 1 reply
    • 839 views

  6. 1-person plan retires - keep plan or terminate?

    By TPApril,
    • 11 replies
    • 1.7k views

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

    By Belgarath,
    • 2 replies
    • 834 views

  8. Deceased employee vesting

    By Basically,
    • 2 replies
    • 826 views

  9. automatic enrollment exception for small businesses

    By Santo Gold,
    • 2 replies
    • 880 views

  10. 412(e)(3) Plan 5500 filing

    By Jakyasar,
    • 7 replies
    • 1.2k views

  11. 401k moving to a 403b?

    By Santo Gold,
    • 2 replies
    • 986 views

  12. Will Congress give us a 2024 Christmas present?

    By Peter Gulia,
    • 1 reply
    • 537 views

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

    By Kent Allard,   
    • 3 replies
    • 776 views

  14. Late adopter - SB attachment

    By Jakyasar,
    • 1 reply
    • 558 views

  15. SAR deadline fun

    By Bri,
    • 10 replies
    • 1.2k views

  16. Does SECURE apply to plans after they terminate?

    By roy819,
    • 1 reply
    • 802 views

  17. 5500 filing - automatic extension

    By Jakyasar,
    • 1 reply
    • 498 views

  18. Funding for a controlled group

    By Jakyasar,
    • 5 replies
    • 858 views

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

    By Peter Gulia,
    • 20 replies
    • 2.2k views

  20. Controlled Group Rules in Year of Business Sale

    By Jeff G.,   
    • 0 replies
    • 658 views

  21. Control Group Contributions

    By Basically,
    • 3 replies
    • 1k views

  22. exemption from auto enroll in a 401k plan

    By Santo Gold,
    • 5 replies
    • 1.1k views

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

    By BG5150,
    • 3 replies
    • 1.2k views

  24. Ownership in multiple partnership and offset for losses

    By Jakyasar,
    • 1 reply
    • 1.1k views

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

    By truphao,
    • 2 replies
    • 2k views

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

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

  27. ASG summary for the non-pension person?

    By AlbanyConsultant,
    • 1 reply
    • 614 views

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

    By David Peckham,
    • 5 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 8 replies
    • 2k views

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

    By Peter Gulia,
    • 4 replies
    • 1.1k views

  31. Reasonable NRA for a boxer for a DB plan

    By Jakyasar,
    • 10 replies
    • 1.9k views

  32. Multiple 125 Plans, One Employer

    By Ebplans,
    • 1 reply
    • 859 views

  33. 401/PS was contributed into the DB plan and more mess

    By Jakyasar,
    • 3 replies
    • 940 views

  34. ASG for doctors and surgery center?

    By AlbanyConsultant,
    • 6 replies
    • 2.3k views

  35. Money Purchase Plan- CODA

    By mal,
    • 6 replies
    • 1.7k views
    • mal
    • mal

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

    By Jakyasar,
    • 9 replies
    • 1.5k views

  37. Is this a distributable event?

    By David Peckham,
    • 4 replies
    • 1.3k views

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

    By Gaslit,
    • 2 replies
    • 902 views

  39. Plan termination distributions done incorrectly

    By Jakyasar,
    • 8 replies
    • 1.3k views

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

    By Jakyasar,
    • 6 replies
    • 1.3k views

  41. Rollover into plan before becoming a participant

    By Belgarath,
    • 10 replies
    • 2k views

  42. Force out amount upon plan termination

    By Jakyasar,
    • 8 replies
    • 2k views

  43. Another am I controlled group question

    By Jakyasar,
    • 3 replies
    • 793 views

  44. Am I controlled group?

    By Jakyasar,
    • 4 replies
    • 807 views

  45. Pooled Employer Plans (PEP)

    By Belgarath,
    • 3 replies
    • 1.3k views

  46. Back-pay--to defer or not

    By BG5150,
    • 3 replies
    • 1.6k views

  47. IRS Survey 2024

    By LauraERPA,
    • 3 replies
    • 1.3k views

  48. Testing age

    By Jakyasar,
    • 1 reply
    • 597 views

  49. pooled plan - showing fees (or not) on participant statements

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

  50. Massachusetts new tax on employer contributions??

    By WCC,
    • 3 replies
    • 2.5k views
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