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Retirement Plans in General

5,768 topics in this forum

  1. Affiliated Service Group

    By Belgarath,
    • 5 replies
    • 643 views

  2. HCE related question

    By Jakyasar,
    • 2 replies
    • 685 views

  3. Using Forfeitures for Participant Education - specifically Financial Wellness

    By 401kology,   
    • 7 replies
    • 1.4k views

  4. Can "Temporary Employees" be considered an excluded class?

    By Santo Gold,
    • 7 replies
    • 6k views

  5. Is this 11(g) amendment discriminatory?

    By cathyw,
    • 2 replies
    • 765 views

  6. Controlling plan provision: plan at time of death or time of correction?

    By t.haley,
    • 12 replies
    • 1.4k views

  7. Retirement Plan Start-up tax credits - Qualifying start-up costs - New Small Employer

    By Kris G,
    • 1 reply
    • 713 views

  8. Would a March 8 government shutdown affect your work?

    By Peter Gulia,
    • 2 replies
    • 616 views

  9. Combo plan - union employee gateway

    By Jakyasar,
    • 2 replies
    • 920 views

  10. Start-up Costs - Employer Contribution Credit - Cash or accrual based employer contributions

    By Kris G,
    • 0 replies
    • 502 views

  11. Rolling over IRA to Plan to avoid RMDs

    By Dougsbpc,
    • 3 replies
    • 2.2k views

  12. § 416 Minimum Contribution Amounts and § 404(a)(3); § 404(a)(3) Limits Perhaps Waived for § 416 Minimum Contributions

    By Kent Allard,
    • 1 reply
    • 632 views

  13. Own Business with SIMPLE IRA, Options for additional self employment income

    By Thomas Jefferson,
    • 4 replies
    • 877 views

  14. Schedule K-1 question

    By Belgarath,
    • 7 replies
    • 778 views

  15. RMD Start date - checking

    By Jakyasar,
    • 7 replies
    • 913 views

  16. Profit sharing contribution allowed?

    By TPAAdvisor,
    • 4 replies
    • 1.2k views

  17. Sole Prop, PS Plan, Cont Calculation

    By Basically,
    • 5 replies
    • 783 views

  18. Invalid beneficiary designation?

    By Georgegip,
    • 0 replies
    • 464 views

  19. Mandatory distributions - jumping directly from $1,000 to $7,000

    By Belgarath,
    • 6 replies
    • 3.4k views

  20. 401a4 testing age for a combo plan

    By Jakyasar,
    • 2 replies
    • 746 views

  21. Combo plan testing with otherewise excludable employees

    By Jakyasar,
    • 2 replies
    • 558 views

  22. Additional employer adopting after the year end and deduction issues

    By Jakyasar,
    • 2 replies
    • 717 views

  23. ASG Management Group

    By Will.I.Am,
    • 4 replies
    • 998 views

  24. Is jury duty pay a fringe benefit or regular pay?

    By PensionPro,
    • 8 replies
    • 3.6k views

  25. Fees paid from participant accounts unintenionally

    By AmyETPA,
    • 5 replies
    • 1k views

  26. Designation of Beneficiary Form

    By Pammie57,
    • 8 replies
    • 1.8k views

  27. Add a PS plan for 2023 to an existing 401k plan with EACA

    By Jakyasar,
    • 5 replies
    • 878 views

  28. Actual I.R.C. text - good website?

    By justanotheradmin,
    • 5 replies
    • 1k views

  29. Adoption of New Plan for 2023

    By Basically,
    • 1 reply
    • 638 views

  30. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.4k views

  31. MEP - forcing out a member that severed the relationship with the sponsor?

    By AlbanyConsultant,
    • 0 replies
    • 445 views

  32. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 2.2k views

  33. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 742 views

  34. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 675 views

  35. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 660 views

  36. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 815 views

  37. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 1.7k views

  38. pro rating the SSTWB integration limit in a short year (plan term)

    By AlbanyConsultant,
    • 2 replies
    • 768 views

  39. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 1.2k views

  40. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 1.9k views

  41. Restatement windows for 403(b) and DC plans

    By Belgarath,
    • 5 replies
    • 2.4k views

  42. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 496 views
    • Tom
    • Tom

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

    By Belgarath,
    • 10 replies
    • 1.6k views

  44. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 726 views

  45. Plan Termination; If the Plan Terminates Effective Earlier to the Concluding Day of the Plan Year, Does Mutatis Mutandis Concluding Day of the Plan Year Allocation Condition Recalibrate to the Effective Date of the Plan Termination?

    By Kent Allard,   
    • 9 replies
    • 1.6k views

  46. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 765 views

  47. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.2k views

  48. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 737 views

  49. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.2k views

  50. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 893 views
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