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Retirement Plans in General

5,751 topics in this forum

  1. Invalid beneficiary designation?

    By Georgegip,
    • 0 replies
    • 447 views

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

    By Belgarath,
    • 6 replies
    • 3.3k views

  3. 401a4 testing age for a combo plan

    By Jakyasar,
    • 2 replies
    • 725 views

  4. Combo plan testing with otherewise excludable employees

    By Jakyasar,
    • 2 replies
    • 538 views

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

    By Jakyasar,
    • 2 replies
    • 700 views

  6. ASG Management Group

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

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

    By PensionPro,
    • 8 replies
    • 3.4k views

  8. Fees paid from participant accounts unintenionally

    By AmyETPA,
    • 5 replies
    • 1k views

  9. Designation of Beneficiary Form

    By Pammie57,
    • 8 replies
    • 1.8k views

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

    By Jakyasar,
    • 5 replies
    • 857 views

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

    By justanotheradmin,
    • 5 replies
    • 1k views

  12. Adoption of New Plan for 2023

    By Basically,
    • 1 reply
    • 626 views

  13. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 0 replies
    • 429 views

  15. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 2.1k views

  16. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 725 views

  17. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 658 views

  18. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 648 views

  19. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 794 views

  20. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 1.6k views

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

    By AlbanyConsultant,
    • 2 replies
    • 743 views

  22. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 1.1k views

  23. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 1.8k views

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

    By Belgarath,
    • 5 replies
    • 2.4k views

  25. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 481 views
    • Tom
    • Tom

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

    By Belgarath,
    • 10 replies
    • 1.6k views

  27. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 707 views

  28. 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

  29. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 758 views

  30. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.2k views

  31. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 714 views

  32. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.1k views

  33. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 860 views

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

    By Jakyasar,
    • 1 reply
    • 610 views

  35. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 663 views

  36. There's always something...

    By bzorc,
    • 4 replies
    • 812 views

  37. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 1.2k views

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

    By Peter Gulia,   
    • 9 replies
    • 1.1k views

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

    By BTPA,
    • 2 replies
    • 797 views

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

    By Belgarath,
    • 7 replies
    • 1.2k views

  41. after-tax contributions impact on sole prop calculation

    By Santo Gold,
    • 3 replies
    • 835 views

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

    By 401kSteve,
    • 3 replies
    • 908 views

  43. 5330 - Electronic Filing

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

  44. Derelict TPA

    By TPApril,
    • 6 replies
    • 1.8k views

  45. 8955-SSA Late Penalty Letters

    By ESOPMomma,
    • 43 replies
    • 11.5k views

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

    By BG5150,
    • 14 replies
    • 2.4k views

  47. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc,
    • 0 replies
    • 553 views

  48. Funding deadline for partner's employer contributions

    By R. Butler,
    • 3 replies
    • 722 views

  49. DB RMD related

    By Jakyasar,
    • 4 replies
    • 977 views

  50. Partnership splitting and want their own plans

    By Jakyasar,
    • 4 replies
    • 935 views
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