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Retirement Plans in General

5,768 topics in this forum

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

    By truphao,
    • 2 replies
    • 1.9k views

  2. exemption from auto enroll in a 401k plan

    By Santo Gold,
    • 5 replies
    • 1k views

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

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

  4. ASG summary for the non-pension person?

    By AlbanyConsultant,
    • 1 reply
    • 604 views

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

    By BG5150,
    • 3 replies
    • 1.1k views

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

    By David Peckham,
    • 5 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 8 replies
    • 1.9k views

  8. Multiple 125 Plans, One Employer

    By Ebplans,
    • 1 reply
    • 807 views

  9. Money Purchase Plan- CODA

    By mal,
    • 6 replies
    • 1.6k views
    • mal
    • mal

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

    By Jakyasar,
    • 9 replies
    • 1.5k views

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

    By Gaslit,
    • 2 replies
    • 888 views

  12. Is this a distributable event?

    By David Peckham,
    • 4 replies
    • 1.3k views

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

    By Jakyasar,
    • 6 replies
    • 1.3k views

  14. Plan termination distributions done incorrectly

    By Jakyasar,
    • 8 replies
    • 1.2k views

  15. Control Group Contributions

    By Basically,
    • 3 replies
    • 976 views

  16. Another am I controlled group question

    By Jakyasar,
    • 3 replies
    • 765 views

  17. Am I controlled group?

    By Jakyasar,
    • 4 replies
    • 787 views

  18. Pooled Employer Plans (PEP)

    By Belgarath,
    • 3 replies
    • 1.2k views

  19. Force out amount upon plan termination

    By Jakyasar,
    • 8 replies
    • 1.9k views

  20. ASG for doctors and surgery center?

    By AlbanyConsultant,
    • 6 replies
    • 1.1k views

  21. Back-pay--to defer or not

    By BG5150,
    • 3 replies
    • 1.5k views

  22. IRS Survey 2024

    By LauraERPA,
    • 3 replies
    • 1.2k views

  23. Testing age

    By Jakyasar,
    • 1 reply
    • 580 views

  24. Reasonable NRA for a boxer for a DB plan

    By Jakyasar,
    • 10 replies
    • 1.9k views

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

    By AlbanyConsultant,
    • 2 replies
    • 1k views

  26. Massachusetts new tax on employer contributions??

    By WCC,
    • 3 replies
    • 2.4k views

  27. Employer is refusing to make the 3% NESH

    By Jakyasar,
    • 11 replies
    • 1.4k views

  28. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 625 views

  29. 404(a)(5) and 408(b)(2) Disclosures

    By Dougsbpc,
    • 1 reply
    • 763 views

  30. Parent adopting on behalf of a subsidiary

    By Carol V. Calhoun,
    • 10 replies
    • 2.6k views

  31. Partnership Profit Sharing Plan

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  32. Cash balance definition of compensation 2% shareholder medical S-Corp

    By LMK TPA,
    • 2 replies
    • 631 views

  33. Form 5330 - paper filings allowed for 2023

    By justanotheradmin,
    • 1 reply
    • 770 views

  34. Controlled Group - Combo plan deduction

    By Jakyasar,
    • 1 reply
    • 484 views

  35. SIMPLE IRA into DB Plan - 2024

    By Jakyasar,
    • 2 replies
    • 611 views

  36. Combo plan testing and early retirement age (ERA)

    By Jakyasar,
    • 8 replies
    • 986 views

  37. Plan was a MEP, but no one knew it...

    By Belgarath,
    • 6 replies
    • 783 views

  38. Forfeiture Prior to Extinguishing Distribution of Account Balance or Accrued Benefit and Prior to Five Consecutive Breaks in Service or Periods of Severance

    By Kent Allard,   
    • 1 reply
    • 617 views

  39. New company formed mid-year - effective date of January 1 for plan?

    By Belgarath,
    • 3 replies
    • 771 views

  40. Settlement agreement calls for no company contribution

    By ombskid,
    • 5 replies
    • 1.4k views

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

    By Peter Gulia,
    • 4 replies
    • 1.1k views

  42. Guild Plan Adjustments

    By Dougsbpc,
    • 2 replies
    • 811 views

  43. When does profit sharing accrue

    By R. Butler,
    • 3 replies
    • 1.2k views

  44. Missing 1099-R

    By thepensionmaven,
    • 3 replies
    • 1.2k views

  45. changing eligibility - when does a participant enter the plan?

    By Santo Gold,
    • 1 reply
    • 721 views

  46. Prohibited Transaction?

    By Connor,
    • 4 replies
    • 1.3k views

  47. Allocation waiver for retired employee subsequently rehired on a part-time, on call basis

    By JCoates,
    • 2 replies
    • 1k views

  48. Combo plan testing - different results in for different software

    By Jakyasar,
    • 1 reply
    • 644 views

  49. setting up a new plan

    By Jakyasar,
    • 8 replies
    • 929 views

  50. when to disregard employee service for eligibility

    By Santo Gold,
    • 2 replies
    • 692 views
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