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Retirement Plans in General

5,781 topics in this forum

  1. Statutory Employee - exclude from the 401k plan?

    By Santo Gold,
    • 3 replies
    • 737 views

  2. In-plan Roth Conversion ... clarificatioin

    By Basically,
    • 2 replies
    • 1k views

  3. 211 whistleblower process

    By drakecohen,
    • 0 replies
    • 572 views

  4. exclusion of NHCE as a class

    By justanotheradmin,
    • 4 replies
    • 1.4k views

  5. Plan Audit No Longer Required

    By 401kSteve,
    • 6 replies
    • 3.5k views

  6. ER makes a contribution for the Independent Contractor

    By Jakyasar,
    • 1 reply
    • 571 views

  7. solo 401(k) with Mega Back Door Roth

    By truphao,
    • 6 replies
    • 1.4k views

  8. Am I Thinking Unreasonably? (IRS AUDIT)

    By Basically,
    • 4 replies
    • 1k views

  9. MEP - waiver of eligibility requirements when joining

    By AlbanyConsultant,
    • 0 replies
    • 575 views

  10. No response from IRS

    By Basically,
    • 2 replies
    • 949 views

  11. Participant Opts Out (waives out)

    By Basically,
    • 9 replies
    • 1.8k views
    • Bri
    • Bri

  12. Reporting Direct Rollover (403b to IRA) for a Non-Resident Alien

    By KaJay,
    • 1 reply
    • 939 views

  13. S Corp plan

    By Bryan,
    • 4 replies
    • 1.4k views

  14. Affiliated Service Group

    By Belgarath,
    • 5 replies
    • 682 views

  15. HCE related question

    By Jakyasar,
    • 2 replies
    • 701 views

  16. Using Forfeitures for Participant Education - specifically Financial Wellness

    By 401kology,   
    • 7 replies
    • 1.4k views

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

    By Santo Gold,
    • 7 replies
    • 6.3k views

  18. Is this 11(g) amendment discriminatory?

    By cathyw,
    • 2 replies
    • 789 views

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

    By t.haley,
    • 12 replies
    • 1.5k views

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

    By Kris G,
    • 1 reply
    • 742 views

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

    By Peter Gulia,
    • 2 replies
    • 639 views

  22. Combo plan - union employee gateway

    By Jakyasar,
    • 2 replies
    • 949 views

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

    By Kris G,
    • 0 replies
    • 520 views

  24. Rolling over IRA to Plan to avoid RMDs

    By Dougsbpc,
    • 3 replies
    • 2.4k views

  25. § 416 Minimum Contribution Amounts and § 404(a)(3); § 404(a)(3) Limits Perhaps Waived for § 416 Minimum Contributions

    By Kent Allard,
    • 1 reply
    • 663 views

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

    By Thomas Jefferson,
    • 4 replies
    • 922 views

  27. Schedule K-1 question

    By Belgarath,
    • 7 replies
    • 817 views

  28. RMD Start date - checking

    By Jakyasar,
    • 7 replies
    • 962 views

  29. Profit sharing contribution allowed?

    By TPAAdvisor,
    • 4 replies
    • 1.3k views

  30. Sole Prop, PS Plan, Cont Calculation

    By Basically,
    • 5 replies
    • 820 views

  31. Invalid beneficiary designation?

    By Georgegip,
    • 0 replies
    • 481 views

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

    By Belgarath,
    • 6 replies
    • 3.5k views

  33. 401a4 testing age for a combo plan

    By Jakyasar,
    • 2 replies
    • 777 views

  34. Combo plan testing with otherewise excludable employees

    By Jakyasar,
    • 2 replies
    • 580 views

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

    By Jakyasar,
    • 2 replies
    • 741 views

  36. ASG Management Group

    By Will.I.Am,
    • 4 replies
    • 1k views

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

    By PensionPro,
    • 8 replies
    • 3.8k views

  38. Fees paid from participant accounts unintenionally

    By AmyETPA,
    • 5 replies
    • 1.1k views

  39. Designation of Beneficiary Form

    By Pammie57,
    • 8 replies
    • 1.9k views

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

    By Jakyasar,
    • 5 replies
    • 907 views

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

    By justanotheradmin,
    • 5 replies
    • 1.1k views

  42. Adoption of New Plan for 2023

    By Basically,
    • 1 reply
    • 650 views

  43. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 0 replies
    • 489 views

  45. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 2.3k views

  46. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 763 views

  47. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 689 views

  48. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 680 views

  49. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 841 views

  50. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 1.8k views
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