Retirement Plans in General

5,389 topics in this forum

1. Brother Sister Company and Family Attribution Rules

   By Ananda, February 15
   • 3 replies
   • 409 views
   • 
   • Draper55
   • February 24

2. When eligible becomes ineligible?

   By dougmal, February 17
   • 10 replies
   • 545 views
   • 
   • QDROphile
   • February 22

3. Top Heavy

   By Sully, February 20
   • 6 replies
   • 628 views
   • 
   • Sully
   • February 22

4. SIMPLE IRA

   By Jeannine, February 17
   • 2 replies
   • 339 views
   • 
   • Jeannine
   • February 17

5. May a military make-up deferral be a Roth deferral?

   By Peter Gulia, February 16   

   • userra
   • 2 replies
   • 296 views
   • 
   • Peter Gulia
   • February 17

6. In-Plan Roth Conversion of Employer SH Match

   By 401kSteve, February 13
   • 3 replies
   • 556 views
   • 
   • Lou S.
   • February 15

7. Plan Termination and SECURE 2.0 Amendments

   By Belgarath, February 13
   • 13 replies
   • 608 views
   • 
   • Peter Gulia
   • February 14

8. Resititution on Prior Year Prevailing Wage Job

   By 401kSteve, February 13
   • 1 reply
   • 329 views
   • 
   • CuseFan
   • February 14

9. DB/DC Gateway - What If Safe Harbor Match?

   By metsfan026, February 14
   • 6 replies
   • 428 views
   • 
   • CuseFan
   • February 14

10. 945 withholding

    By thepensionmaven, February 11
    • 3 replies
    • 500 views
    • 
    • pmacduff
    • February 14

11. SHM True Up

    By 401kSteve, February 10
    • 1 reply
    • 444 views
    • 
    • Lou S.
    • February 10

12. What distribution fee should a plan charge for an early-out withdrawal?

    By Peter Gulia, January 7
    • 7 replies
    • 939 views
    • 
    • Paul I
    • February 10

13. Plan Entry Date Question

    By BG5150, February 8
    • 2 replies
    • 365 views
    • 
    • Paul I
    • February 10

14. Attribution/Controlled Group Clarification

    By Lucky32, February 7
    • 3 replies
    • 691 views
    • 
    • Lucky32
    • February 9

15. Income determination - multiple schedule c's

    By Jakyasar, February 3
    • 8 replies
    • 620 views
    • 
    • Jakyasar
    • February 6

16. How do you check whether a beneficiary designation is real or a forgery?

    By Peter Gulia, January 10
    • 15 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 30

17. LTPT rules under Secure 2.0

    By BG5150, January 5
    • 20 replies
    • 1.5k views
    • 
    • Gadgetfreak
    • January 30

18. Is the amendment considered to be dated even if date is missing - Docusign

    By Jakyasar, January 24
    • 7 replies
    • 630 views
    • 
    • Peter Gulia
    • January 27

19. SECURE 2.0 - is there any source which incorporates all the changes in an updated document?

    By Belgarath, January 19
    • 9 replies
    • 692 views
    • 
    • Peter Gulia
    • January 25

20. Ethical Dilemma

    By Below Ground, January 20
    • 9 replies
    • 826 views
    • 
    • Roycal
    • January 23

21. HCE and/or ownership determination

    By pmacduff, January 18
    • 3 replies
    • 577 views
    • 
    • FPGuy
    • January 19

22. Husband and Wife Controlled Group

    By Dougsbpc, January 16
    • 6 replies
    • 571 views
    • 
    • Belgarath
    • January 18

23. Missed Profit Sharing Contribution and Calculations

    By 401kAllTheWay, January 16
    • 1 reply
    • 454 views
    • 
    • Bri
    • January 17

24. What type of retirement plan can be set up?

    By Jeannine, January 16
    • 2 replies
    • 482 views
    • 
    • Jakyasar
    • January 17

25. Plan design question

    By arthurkagan, January 6
    • 8 replies
    • 909 views
    • 
    • Luke Bailey
    • January 17