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Retirement Plans in General

5,811 topics in this forum

  1. Controlled Group Rules in Year of Business Sale

    By Jeff G.,   
    • 0 replies
    • 715 views

  2. Control Group Contributions

    By Basically,
    • 3 replies
    • 1.1k views

  3. exemption from auto enroll in a 401k plan

    By Santo Gold,
    • 5 replies
    • 1.2k views

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

    By BG5150,
    • 3 replies
    • 1.3k views

  5. Ownership in multiple partnership and offset for losses

    By Jakyasar,
    • 1 reply
    • 1.2k views

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

    By truphao,
    • 2 replies
    • 2.4k views

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

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

  8. ASG summary for the non-pension person?

    By AlbanyConsultant,
    • 1 reply
    • 672 views

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

    By David Peckham,
    • 5 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 8 replies
    • 2.3k views

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

    By Peter Gulia,
    • 4 replies
    • 1.2k views

  12. Reasonable NRA for a boxer for a DB plan

    By Jakyasar,
    • 10 replies
    • 2.2k views

  13. Multiple 125 Plans, One Employer

    By Ebplans,
    • 1 reply
    • 945 views

  14. 401/PS was contributed into the DB plan and more mess

    By Jakyasar,
    • 3 replies
    • 1k views

  15. ASG for doctors and surgery center?

    By AlbanyConsultant,
    • 6 replies
    • 2.4k views

  16. Money Purchase Plan- CODA

    By mal,
    • 6 replies
    • 1.9k views
    • mal
    • mal

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

    By Jakyasar,
    • 9 replies
    • 1.7k views

  18. Is this a distributable event?

    By David Peckham,
    • 4 replies
    • 3.2k views

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

    By Gaslit,
    • 2 replies
    • 980 views

  20. Plan termination distributions done incorrectly

    By Jakyasar,
    • 8 replies
    • 1.4k views

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

    By Jakyasar,
    • 6 replies
    • 1.5k views

  22. Rollover into plan before becoming a participant

    By Belgarath,
    • 10 replies
    • 2.3k views

  23. Force out amount upon plan termination

    By Jakyasar,
    • 8 replies
    • 2.5k views

  24. Another am I controlled group question

    By Jakyasar,
    • 3 replies
    • 885 views

  25. Am I controlled group?

    By Jakyasar,
    • 4 replies
    • 929 views

  26. Pooled Employer Plans (PEP)

    By Belgarath,
    • 3 replies
    • 1.6k views

  27. Back-pay--to defer or not

    By BG5150,
    • 3 replies
    • 2k views

  28. IRS Survey 2024

    By LauraERPA,
    • 3 replies
    • 1.3k views

  29. Testing age

    By Jakyasar,
    • 1 reply
    • 670 views

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

    By AlbanyConsultant,
    • 2 replies
    • 1.2k views

  31. Massachusetts new tax on employer contributions??

    By WCC,
    • 3 replies
    • 3.2k views

  32. Employer is refusing to make the 3% NESH

    By Jakyasar,
    • 11 replies
    • 1.7k views

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

    By cheersmate,   
    • 13 replies
    • 11.7k views

  34. Partnership Profit Sharing Plan

    By thepensionmaven,
    • 4 replies
    • 1.3k views

  35. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 705 views

  36. 404(a)(5) and 408(b)(2) Disclosures

    By Dougsbpc,
    • 1 reply
    • 1.1k views

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

    By LMK TPA,
    • 2 replies
    • 721 views

  38. SIMPLE IRA into DB Plan - 2024

    By Jakyasar,
    • 2 replies
    • 704 views

  39. Proving a participant has been paid out long ago

    By ldr,   
    • 13 replies
    • 3.4k views

  40. Form 5330 - paper filings allowed for 2023

    By justanotheradmin,
    • 1 reply
    • 844 views

  41. Controlled Group - Combo plan deduction

    By Jakyasar,
    • 1 reply
    • 584 views

  42. Settlement agreement calls for no company contribution

    By ombskid,
    • 5 replies
    • 1.6k views

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

    By Jakyasar,
    • 8 replies
    • 1.2k views

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

    By Belgarath,
    • 6 replies
    • 942 views

  45. 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
    • 780 views

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

    By Belgarath,
    • 3 replies
    • 1.1k views

  47. setting up a new plan

    By Jakyasar,
    • 8 replies
    • 1.1k views

  48. Guild Plan Adjustments

    By Dougsbpc,
    • 2 replies
    • 922 views

  49. When does profit sharing accrue

    By R. Butler,
    • 3 replies
    • 1.3k views

  50. Should a retirement-services provider be its customers’ super-fiduciary?

    By Peter Gulia,   
    • 35 replies
    • 8.3k views
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