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Retirement Plans in General

5,791 topics in this forum

  1. Parent adopting on behalf of a subsidiary

    By Carol V. Calhoun,
    • 10 replies
    • 2.7k views

  2. Combo plan testing related

    By Jakyasar,
    • 1 reply
    • 1.4k views

  3. 2025 Retirement Plan Limits released by IRS

    By Lois Baker,
    • 1 reply
    • 1.4k views

  4. Excluding vesting service

    By Jakyasar,
    • 0 replies
    • 1.1k views

  5. Mandatory Employee contributions to Money Purchase Plan

    By Belgarath,
    • 11 replies
    • 5.1k views

  6. IRS Secure Message Portal Update?

    By justanotheradmin,
    • 4 replies
    • 2.4k views

  7. Vesting service related

    By Jakyasar,
    • 5 replies
    • 1.5k views

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

    By RayJJohnsonJr,
    • 10 replies
    • 2k views

  9. Controlled Group Rules - Attribution to IRA Owner?

    By BTG,
    • 4 replies
    • 1.5k views
    • BTG
    • BTG

  10. Beneficiary designated with a dollar amount?

    By Gilmore,
    • 8 replies
    • 2.6k views

  11. Updated Limits, COLAs

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

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

    By SSRRS,
    • 7 replies
    • 1.3k views

  13. 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

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

    By BG5150,
    • 5 replies
    • 1.8k views

  15. Louisiana Disaster Relief (Francine)

    By roy819,
    • 1 reply
    • 847 views

  16. 1-person plan retires - keep plan or terminate?

    By TPApril,
    • 11 replies
    • 1.7k views

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

    By Belgarath,
    • 2 replies
    • 844 views

  18. Deceased employee vesting

    By Basically,
    • 2 replies
    • 837 views

  19. automatic enrollment exception for small businesses

    By Santo Gold,
    • 2 replies
    • 903 views

  20. 412(e)(3) Plan 5500 filing

    By Jakyasar,
    • 7 replies
    • 1.2k views

  21. 401k moving to a 403b?

    By Santo Gold,
    • 2 replies
    • 1k views

  22. Will Congress give us a 2024 Christmas present?

    By Peter Gulia,
    • 1 reply
    • 552 views

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

    By Kent Allard,   
    • 3 replies
    • 788 views

  24. Late adopter - SB attachment

    By Jakyasar,
    • 1 reply
    • 568 views

  25. SAR deadline fun

    By Bri,
    • 10 replies
    • 1.2k views

  26. Does SECURE apply to plans after they terminate?

    By roy819,
    • 1 reply
    • 809 views

  27. 5500 filing - automatic extension

    By Jakyasar,
    • 1 reply
    • 507 views

  28. Funding for a controlled group

    By Jakyasar,
    • 5 replies
    • 869 views

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

    By Peter Gulia,
    • 20 replies
    • 2.3k views

  30. Controlled Group Rules in Year of Business Sale

    By Jeff G.,   
    • 0 replies
    • 667 views

  31. Control Group Contributions

    By Basically,
    • 3 replies
    • 1k views

  32. exemption from auto enroll in a 401k plan

    By Santo Gold,
    • 5 replies
    • 1.1k views

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

    By BG5150,
    • 3 replies
    • 1.2k views

  34. Ownership in multiple partnership and offset for losses

    By Jakyasar,
    • 1 reply
    • 1.1k views

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

    By truphao,
    • 2 replies
    • 2.1k views

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

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

  37. ASG summary for the non-pension person?

    By AlbanyConsultant,
    • 1 reply
    • 626 views

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

    By David Peckham,
    • 5 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 8 replies
    • 2.1k views

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

    By Peter Gulia,
    • 4 replies
    • 1.2k views

  41. Reasonable NRA for a boxer for a DB plan

    By Jakyasar,
    • 10 replies
    • 2k views

  42. Multiple 125 Plans, One Employer

    By Ebplans,
    • 1 reply
    • 865 views

  43. 401/PS was contributed into the DB plan and more mess

    By Jakyasar,
    • 3 replies
    • 953 views

  44. ASG for doctors and surgery center?

    By AlbanyConsultant,
    • 6 replies
    • 2.3k views

  45. Money Purchase Plan- CODA

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

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

    By Jakyasar,
    • 9 replies
    • 1.6k views

  47. Is this a distributable event?

    By David Peckham,
    • 4 replies
    • 1.4k views

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

    By Gaslit,
    • 2 replies
    • 909 views

  49. Plan termination distributions done incorrectly

    By Jakyasar,
    • 8 replies
    • 1.3k views

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

    By Jakyasar,
    • 6 replies
    • 1.3k views
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