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Retirement Plans in General

5,752 topics in this forum

  1. Sole Prop, PS Plan, Cont Calculation

    By Basically,
    • 5 replies
    • 758 views

  2. Invalid beneficiary designation?

    By Georgegip,
    • 0 replies
    • 448 views

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

    By Belgarath,
    • 6 replies
    • 3.3k views

  4. 401a4 testing age for a combo plan

    By Jakyasar,
    • 2 replies
    • 730 views

  5. Combo plan testing with otherewise excludable employees

    By Jakyasar,
    • 2 replies
    • 538 views

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

    By Jakyasar,
    • 2 replies
    • 701 views

  7. ASG Management Group

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

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

    By PensionPro,
    • 8 replies
    • 3.4k views

  9. Fees paid from participant accounts unintenionally

    By AmyETPA,
    • 5 replies
    • 1k views

  10. Designation of Beneficiary Form

    By Pammie57,
    • 8 replies
    • 1.8k views

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

    By Jakyasar,
    • 5 replies
    • 859 views

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

    By justanotheradmin,
    • 5 replies
    • 1k views

  13. Adoption of New Plan for 2023

    By Basically,
    • 1 reply
    • 628 views

  14. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 0 replies
    • 430 views

  16. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 2.1k views

  17. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 727 views

  18. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 658 views

  19. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 648 views

  20. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 796 views

  21. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 1.6k views

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

    By AlbanyConsultant,
    • 2 replies
    • 746 views

  23. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 1.1k views

  24. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 1.8k views

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

    By Belgarath,
    • 5 replies
    • 2.4k views

  26. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 484 views
    • Tom
    • Tom

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

    By Belgarath,
    • 10 replies
    • 1.6k views

  28. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 708 views

  29. 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

  30. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 760 views

  31. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.2k views

  32. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 715 views

  33. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.1k views

  34. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 861 views

  35. Prior terminated plan for vesting purposes under 5 year rule.

    By Jakyasar,
    • 1 reply
    • 610 views

  36. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 663 views

  37. There's always something...

    By bzorc,
    • 4 replies
    • 813 views

  38. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 1.2k views

  39. How wide are price differences for retirement plan services?

    By Peter Gulia,   
    • 9 replies
    • 1.1k views

  40. Does everyone perform a full administration for their Solo K clients?

    By BTPA,
    • 2 replies
    • 797 views

  41. Yet another IRS screw-up - this time with a 5330

    By Belgarath,
    • 7 replies
    • 1.2k views

  42. after-tax contributions impact on sole prop calculation

    By Santo Gold,
    • 3 replies
    • 835 views

  43. New Holding Company to Become Plan Sponsor of Multiple Company Plans

    By 401kSteve,
    • 3 replies
    • 909 views

  44. 5330 - Electronic Filing

    By Leopurrd-401k,
    • 2 replies
    • 911 views

  45. Derelict TPA

    By TPApril,
    • 6 replies
    • 1.8k views

  46. 8955-SSA Late Penalty Letters

    By ESOPMomma,
    • 43 replies
    • 11.5k views

  47. No investments allowed by religion in plan--allowed?

    By BG5150,
    • 14 replies
    • 2.4k views

  48. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc,
    • 0 replies
    • 553 views

  49. Funding deadline for partner's employer contributions

    By R. Butler,
    • 3 replies
    • 723 views

  50. DB RMD related

    By Jakyasar,
    • 4 replies
    • 977 views
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