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Retirement Plans in General

5,819 topics in this forum

  1. 401k moving to a 403b?

    By Santo Gold,
    • 2 replies
    • 1.3k views

  2. Will Congress give us a 2024 Christmas present?

    By Peter Gulia,
    • 1 reply
    • 659 views

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

    By Kent Allard,   
    • 3 replies
    • 912 views

  4. Late adopter - SB attachment

    By Jakyasar,
    • 1 reply
    • 682 views

  5. SAR deadline fun

    By Bri,
    • 10 replies
    • 1.6k views

  6. Does SECURE apply to plans after they terminate?

    By roy819,
    • 1 reply
    • 920 views

  7. 5500 filing - automatic extension

    By Jakyasar,
    • 1 reply
    • 601 views

  8. Funding for a controlled group

    By Jakyasar,
    • 5 replies
    • 1k views

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

    By Peter Gulia,
    • 20 replies
    • 3.1k views

  10. Controlled Group Rules in Year of Business Sale

    By Jeff G.,   
    • 0 replies
    • 765 views

  11. Control Group Contributions

    By Basically,
    • 3 replies
    • 1.2k views

  12. exemption from auto enroll in a 401k plan

    By Santo Gold,
    • 5 replies
    • 1.3k views

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

    By BG5150,
    • 3 replies
    • 1.4k views

  14. Ownership in multiple partnership and offset for losses

    By Jakyasar,
    • 1 reply
    • 1.2k views

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

    By truphao,
    • 2 replies
    • 2.6k views

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

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

  17. ASG summary for the non-pension person?

    By AlbanyConsultant,
    • 1 reply
    • 712 views

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

    By David Peckham,
    • 5 replies
    • 1.6k views

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

    By AlbanyConsultant,
    • 8 replies
    • 2.6k views

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

    By Peter Gulia,
    • 4 replies
    • 1.3k views

  21. Reasonable NRA for a boxer for a DB plan

    By Jakyasar,
    • 10 replies
    • 2.3k views

  22. Multiple 125 Plans, One Employer

    By Ebplans,
    • 1 reply
    • 994 views

  23. 401/PS was contributed into the DB plan and more mess

    By Jakyasar,
    • 3 replies
    • 1.1k views

  24. ASG for doctors and surgery center?

    By AlbanyConsultant,
    • 6 replies
    • 2.5k views

  25. Money Purchase Plan- CODA

    By mal,
    • 6 replies
    • 2k views
    • mal
    • mal

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

    By Jakyasar,
    • 9 replies
    • 1.8k views

  27. Is this a distributable event?

    By David Peckham,
    • 4 replies
    • 3.6k views

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

    By Gaslit,
    • 2 replies
    • 1.1k views

  29. Plan termination distributions done incorrectly

    By Jakyasar,
    • 8 replies
    • 1.5k views

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

    By Jakyasar,
    • 6 replies
    • 1.6k views

  31. Rollover into plan before becoming a participant

    By Belgarath,
    • 10 replies
    • 2.4k views

  32. Force out amount upon plan termination

    By Jakyasar,
    • 8 replies
    • 2.7k views

  33. Another am I controlled group question

    By Jakyasar,
    • 3 replies
    • 971 views

  34. Am I controlled group?

    By Jakyasar,
    • 4 replies
    • 1k views

  35. Pooled Employer Plans (PEP)

    By Belgarath,
    • 3 replies
    • 1.7k views

  36. Back-pay--to defer or not

    By BG5150,
    • 3 replies
    • 2.1k views

  37. IRS Survey 2024

    By LauraERPA,
    • 3 replies
    • 1.4k views

  38. Testing age

    By Jakyasar,
    • 1 reply
    • 722 views

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

    By AlbanyConsultant,
    • 2 replies
    • 1.3k views

  40. Massachusetts new tax on employer contributions??

    By WCC,
    • 3 replies
    • 3.6k views

  41. Employer is refusing to make the 3% NESH

    By Jakyasar,
    • 11 replies
    • 1.8k views

  42. Are J-1 Visa Interns and Trainees "Employees" for Retirement Plan purposes?

    By cheersmate,   
    • 13 replies
    • 12.3k views

  43. Partnership Profit Sharing Plan

    By thepensionmaven,
    • 4 replies
    • 1.4k views

  44. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 741 views

  45. 404(a)(5) and 408(b)(2) Disclosures

    By Dougsbpc,
    • 1 reply
    • 1.2k views

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

    By LMK TPA,
    • 2 replies
    • 788 views

  47. SIMPLE IRA into DB Plan - 2024

    By Jakyasar,
    • 2 replies
    • 764 views

  48. Proving a participant has been paid out long ago

    By ldr,   
    • 13 replies
    • 3.7k views

  49. Form 5330 - paper filings allowed for 2023

    By justanotheradmin,
    • 1 reply
    • 876 views

  50. Controlled Group - Combo plan deduction

    By Jakyasar,
    • 1 reply
    • 630 views
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