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Retirement Plans in General

5,751 topics in this forum

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

    By AlbanyConsultant,
    • 0 replies
    • 430 views

  2. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.3k views

  3. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 727 views

  4. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 2.1k views

  5. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 648 views

  6. Post-severance compensation

    By Belgarath,
    • 7 replies
    • 4.6k views

  7. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 658 views

  8. ASG Management Group

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

  9. Sole Prop, PS Plan, Cont Calculation

    By Basically,
    • 5 replies
    • 758 views

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

    By AlbanyConsultant,
    • 2 replies
    • 746 views

  11. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 1.8k views

  12. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 1.1k views

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

    By PensionPro,
    • 8 replies
    • 3.4k views

  14. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 796 views

  15. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 483 views
    • Tom
    • Tom

  16. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 707 views

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

    By Belgarath,
    • 5 replies
    • 2.4k views

  18. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 758 views

  19. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.2k views

  20. 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

  21. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 715 views

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

    By Jakyasar,
    • 1 reply
    • 610 views

  23. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 860 views

  24. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 663 views

  25. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.1k views

  26. There's always something...

    By bzorc,
    • 4 replies
    • 812 views

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

    By Peter Gulia,   
    • 9 replies
    • 1.1k views

  28. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 1.2k views

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

    By BTPA,
    • 2 replies
    • 797 views

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

    By Belgarath,
    • 7 replies
    • 1.2k views

  31. after-tax contributions impact on sole prop calculation

    By Santo Gold,
    • 3 replies
    • 835 views

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

    By 401kSteve,
    • 3 replies
    • 909 views

  33. Derelict TPA

    By TPApril,
    • 6 replies
    • 1.8k views

  34. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc,
    • 0 replies
    • 553 views

  35. Funding deadline for partner's employer contributions

    By R. Butler,
    • 3 replies
    • 723 views

  36. DB RMD related

    By Jakyasar,
    • 4 replies
    • 977 views

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

    By BG5150,
    • 14 replies
    • 2.4k views

  38. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 1.6k views

  39. Partnership splitting and want their own plans

    By Jakyasar,
    • 4 replies
    • 937 views

  40. Plan Administrator EIN

    By Marty,
    • 7 replies
    • 2.3k views

  41. Partners Funding Contributions

    By Dougsbpc,
    • 2 replies
    • 554 views

  42. Cycle 4 DC plans

    By Belgarath,
    • 6 replies
    • 1.6k views
    • Bri
    • Bri

  43. Follow-up to Erroneous 8955-SSA Penalties

    By ESOPMomma,
    • 3 replies
    • 757 views

  44. TH contributions in a SH match plan

    By Bird,
    • 8 replies
    • 752 views

  45. Tax deductions in corporate transactions

    By Carol V. Calhoun,
    • 0 replies
    • 400 views

  46. Does AFN replaces SAR in a PBGC covered DB plan?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  47. davis bacon contributions

    By Santo Gold,
    • 5 replies
    • 1.2k views

  48. UBTI Question

    By Lou S.,
    • 0 replies
    • 404 views

  49. TPA firms raising rates

    By R. Scott,
    • 10 replies
    • 1.9k views

  50. Business Closing

    By Basically,
    • 5 replies
    • 1.4k views
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