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Retirement Plans in General

5,772 topics in this forum

  1. IRS extends tax filing deadline for Hurricane Idalia victims in Florida

    By SSRRS,
    • 0 replies
    • 436 views

  2. IRS fines material advisors YOU

    By Guest VEBAPLAN,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  3. IRS FIRE website shutdown dates

    By Tom Poje,
    • 0 replies
    • 841 views

  4. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 498 views
    • Tom
    • Tom

  5. IRS Guidance

    By Guest gkaley,
    • 5 replies
    • 1.4k views
    • Guest
    • Guest

  6. IRS Inquiry

    By Zorro1k,   
    • 2 replies
    • 827 views

  7. IRS inquiry on missing 2018 Form 1096

    By chc93,
    • 0 replies
    • 673 views

  8. IRS IRIS System

    By Gilmore,
    • 4 replies
    • 1.1k views
    • mbvs
    • mbvs

  9. IRS Issues Guidance on Effect of Windsor Decision and Rev. Rul. 2013-17 on Retirement Plans, Including Required Amendments

    By Dave Baker,   
    • 1 reply
    • 1.3k views

  10. IRS letter regarding partial termination

    By C. B. Zeller,
    • 24 replies
    • 3.3k views

  11. IRS Levy

    By Brenda Wren,
    • 2 replies
    • 1.1k views

  12. IRS levy overpaid in error by employer

    By Brian,
    • 0 replies
    • 419 views

  13. IRS memorandum on Otherwise excludable employees

    By Tom Poje,
    • 5 replies
    • 985 views

  14. IRS Notice 87-13

    By thepensionmaven,
    • 1 reply
    • 6.3k views
    • Guest
    • Guest

  15. IRS Notice CP214

    By Gilmore,
    • 3 replies
    • 984 views

  16. IRS Notice CP216F

    By Jakyasar,
    • 9 replies
    • 1.3k views

  17. IRS on furlough

    By justanotheradmin,
    • 7 replies
    • 5.1k views

  18. IRS Online Application for EIN (Form SS-4) Issues

    By WDIK,
    • 0 replies
    • 1.3k views

  19. IRS phone number

    By Guest ksumner,
    • 2 replies
    • 2.4k views

  20. IRS Plan Audits

    By Christine Roberts,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  21. IRS plan audits & agents

    By eilano,
    • 1 reply
    • 977 views

  22. IRS Q&A at ASPPA Conf

    By Fully Vested,
    • 2 replies
    • 693 views

  23. IRS Quality Assurance Bulletin 2006-3, Part-Time Employees Revisited

    By Everett Moreland,
    • 3 replies
    • 5.1k views

  24. IRS Questionnaire

    By bzorc,
    • 1 reply
    • 1.2k views

  25. IRS releases 2023 retirement plan limits

    By Lois Baker,
    • 0 replies
    • 651 views

  26. IRS Releases 2026 Inflation-Adjusted Limits

    By Lois Baker,
    • 0 replies
    • 876 views

  27. IRS Request for 2016 945

    By Gilmore,
    • 2 replies
    • 754 views

  28. IRS Secure Message Portal Update?

    By justanotheradmin,
    • 4 replies
    • 2.2k views

  29. IRS Survey 2024

    By LauraERPA,
    • 3 replies
    • 1.2k views

  30. IRS User Fees

    By Archimage,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  31. IRS website survey

    By ombskid,
    • 2 replies
    • 704 views

  32. Is $100 Per Day Penalty for Not Furnishing Info Indexed?

    By rocknrolls2,
    • 1 reply
    • 496 views

  33. Is 2 year wait an issue for a new plan?

    By Jakyasar,
    • 3 replies
    • 471 views

  34. Is 20% withholding necessary on IRS levy?

    By Guest moosegirl,
    • 1 reply
    • 1.8k views

  35. Is 5330 needed for amounts returned due to 415 limits?

    By Guest dlm,
    • 2 replies
    • 2.6k views

  36. Is a "Participating Employer" the same as a Multiple Employer?

    By Guest sugar daddy,
    • 7 replies
    • 2.4k views
    • Guest
    • Guest

  37. Is a 5310-A filing required

    By dmb,
    • 0 replies
    • 1.7k views
    • dmb
    • dmb

  38. Is a change to requiring one-year of marriage before death benefits wi

    By Guest RMM,
    • 2 replies
    • 1.3k views

  39. Is a Determination Letter application required for a retroactive amendment under VCP?

    By cpc0506,
    • 4 replies
    • 1.2k views

  40. Is a distribution that was made within the last 5 years to an employee

    By John A,
    • 4 replies
    • 1.4k views

  41. Is a former union employee immediately eligible to participate upon hi

    By Guest Tara Curran,
    • 1 reply
    • 1.5k views

  42. Is a husband required to make a new 2nd wife his profit sharing beneficiary?

    By RayJJohnsonJr,
    • 17 replies
    • 5.8k views

  43. Is a post-retirement commission plan an ERISA plan?

    By HCE,
    • 4 replies
    • 1.3k views

  44. IS a QDRO reversable?

    By Guest wiley111,
    • 1 reply
    • 1.3k views

  45. Is a separate Plan Tax ID number a best practice regardless if assets are held by an investment platform/recorkeeper?

    By lisabroc,
    • 7 replies
    • 1.3k views

  46. Is a Top Heavy contribution subject to coverage rules?

    By BG5150,
    • 2 replies
    • 551 views
    • Bri
    • Bri

  47. Is additional contribution required

    By Jakyasar,
    • 6 replies
    • 2.9k views

  48. Is Amendment under HATFA for Section 436 Restriction Required?

    By rocknrolls2,
    • 2 replies
    • 1.3k views

  49. Is an amendment to each plan document necessary to merge 2 DC plans in

    By John A,
    • 0 replies
    • 1.6k views

  50. Is an employee entitled to a plan contribution based on disability pay that is not included on the Employer's W-2?

    By katieinny,
    • 2 replies
    • 1k views
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