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Retirement Plans in General

5,811 topics in this forum

  1. Pension Death Benefits - Death of Beneficiary

    By CuseFan,
    • 9 replies
    • 11.2k views

  2. Controlled group - not adopted timely

    By Jakyasar,
    • 5 replies
    • 2.3k views

  3. 402g exceeded by HCE, testing and 415(c) question

    By Jakyasar,
    • 3 replies
    • 1.9k views

  4. Commercially Unreasonable Interest Rate and Participant Loans

    By AbsolutelyOkayPossibly,
    • 10 replies
    • 2.8k views

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

    By MrsMacias,
    • 5 replies
    • 3.4k views

  6. Qualified Replacement Plan

    By Guest2,
    • 5 replies
    • 3.1k views

  7. Pre-approved plans and asset acquisitions

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

  8. Should a retirement plan volunteer information to EBSA’s lost-and-found database?

    By Peter Gulia,
    • 6 replies
    • 2.9k views

  9. sole prop becomes an LLC during plan start up...

    By AlbanyConsultant,
    • 1 reply
    • 2.1k views

  10. does a new co joining a MEP get the auto-enrollment 3 year grace period?

    By AlbanyConsultant,
    • 1 reply
    • 1.8k views

  11. Profit Sharing Only Plan (adding 401k)

    By PainPA,
    • 2 replies
    • 2.4k views

  12. Interim amendments needed now to terminate

    By J Simmons,
    • 1 reply
    • 1.9k views

  13. Missed blackout notice

    By Santo Gold,
    • 4 replies
    • 2.7k views

  14. Form 5500 Audit Count - With A Twist

    By RatherBeGolfing,
    • 4 replies
    • 2k views

  15. 415(h)'s Extent; Perhaps Affects Further to Compliance With 415; Perhaps Other Items Affected

    By Kent Allard,   
    • 5 replies
    • 2.4k views

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

    By Peter Gulia,
    • 2 replies
    • 2k views

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

    By Lois Baker,
    • 1 reply
    • 1.6k views

  18. adjustable loan interest rate

    By jeff mandell,
    • 1 reply
    • 1.4k views

  19. Passive Income ???

    By Santo Gold,
    • 6 replies
    • 2.1k views

  20. Exception to spousal attribution

    By Sublime,
    • 0 replies
    • 1.4k views

  21. Existing plan joins a MEP.

    By Belgarath,
    • 5 replies
    • 2.6k views

  22. Parent adopting on behalf of a subsidiary

    By Carol V. Calhoun,
    • 10 replies
    • 3k views

  23. Combo plan testing related

    By Jakyasar,
    • 1 reply
    • 1.5k views

  24. 2025 Retirement Plan Limits released by IRS

    By Lois Baker,
    • 1 reply
    • 1.5k views

  25. Excluding vesting service

    By Jakyasar,
    • 0 replies
    • 1.2k views

  26. Mandatory Employee contributions to Money Purchase Plan

    By Belgarath,
    • 11 replies
    • 5.5k views

  27. IRS Secure Message Portal Update?

    By justanotheradmin,
    • 4 replies
    • 2.8k views

  28. Vesting service related

    By Jakyasar,
    • 5 replies
    • 1.5k views

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

    By RayJJohnsonJr,
    • 10 replies
    • 2.3k views

  30. Controlled Group Rules - Attribution to IRA Owner?

    By BTG,
    • 4 replies
    • 1.7k views
    • BTG
    • BTG

  31. Beneficiary designated with a dollar amount?

    By Gilmore,
    • 8 replies
    • 3.4k views

  32. Updated Limits, COLAs

    By John Feldt ERPA CPC QPA,   
    • 10 replies
    • 2.5k views

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

    By SSRRS,
    • 7 replies
    • 1.4k views

  34. 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
    • 2k views
    • AJC
    • AJC

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

    By BG5150,
    • 5 replies
    • 1.9k views

  36. Louisiana Disaster Relief (Francine)

    By roy819,
    • 1 reply
    • 921 views

  37. 1-person plan retires - keep plan or terminate?

    By TPApril,
    • 11 replies
    • 1.9k views

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

    By Belgarath,
    • 2 replies
    • 917 views

  39. Deceased employee vesting

    By Basically,
    • 2 replies
    • 938 views

  40. automatic enrollment exception for small businesses

    By Santo Gold,
    • 2 replies
    • 1k views

  41. 412(e)(3) Plan 5500 filing

    By Jakyasar,
    • 7 replies
    • 1.4k views

  42. 401k moving to a 403b?

    By Santo Gold,
    • 2 replies
    • 1.2k views

  43. Will Congress give us a 2024 Christmas present?

    By Peter Gulia,
    • 1 reply
    • 608 views

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

    By Kent Allard,   
    • 3 replies
    • 863 views

  45. Late adopter - SB attachment

    By Jakyasar,
    • 1 reply
    • 637 views

  46. SAR deadline fun

    By Bri,
    • 10 replies
    • 1.5k views

  47. Does SECURE apply to plans after they terminate?

    By roy819,
    • 1 reply
    • 873 views

  48. 5500 filing - automatic extension

    By Jakyasar,
    • 1 reply
    • 556 views

  49. Funding for a controlled group

    By Jakyasar,
    • 5 replies
    • 950 views

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

    By Peter Gulia,
    • 20 replies
    • 2.8k views
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