Retirement Plans in General

5,781 topics in this forum

1. New Determination Letter

   By Guest ebailey, September 4, 2009
   • 0 replies
   • 1k views
   • 
   • Guest
   • September 4, 2009

2. New Disabilty regulations

   By Belgarath, February 22, 2018
   • 7 replies
   • 962 views
   • 
   • Larry Starr
   • February 26, 2018

3. new DOL & AICPA website

   By DMcGovern, October 22, 2010
   • 2 replies
   • 992 views
   • 
   • masteff
   • October 22, 2010

4. New Eligibility

   By thepensionmaven, February 6, 2013
   • 2 replies
   • 812 views
   • 
   • Tom Poje
   • February 6, 2013

5. New Employer - Short Tax Year

   By Gilmore, December 16, 2025
   • 5 replies
   • 498 views
   • 
   • Gilmore
   • December 18, 2025

6. new EPCRS

   By Tom Poje, January 2, 2013
   • 2 replies
   • 1k views
   • 
   • Tom Poje
   • January 2, 2013

7. New firm, same ee's as old firm - controlled group issue?

   By TPApril, December 5, 2021
   • 4 replies
   • 1.2k views
   • 
   • TPApril
   • December 6, 2021

8. New Form 1065 K-1 split box 4

   By Earl, January 10, 2020
   • 1 reply
   • 735 views
   • 
   • Luke Bailey
   • February 27, 2020

9. New Form 2848

   By John Feldt ERPA CPC QPA, January 19, 2012
   • 2 replies
   • 1.5k views
   • 
   • Lou S.
   • January 23, 2012

10. New Form 5307

    By wmyer, October 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • wmyer
    • October 26, 2001

11. New Form 5307 (3/08)

    By J Simmons, April 5, 2008
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • May 15, 2008

12. New Form 5307 (June 2014) - confusing

    By Trekker, July 16, 2014
    • 8 replies
    • 2k views
    • 
    • Trekker
    • July 28, 2014

13. New Form W-4P and Flat Dollar/Percentage Withholding

    By mal, January 17, 2023
    • 0 replies
    • 1.1k views
    • 
    • mal
    • January 17, 2023

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

    By 401kSteve, December 11, 2023
    • 3 replies
    • 977 views
    • 
    • 401kSteve
    • December 11, 2023

15. new ideas on appeal in 2nd circuit

    By Guest lawgirl2004, July 13, 2004
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • July 22, 2004

16. New IRS Revenue Procedure 2019-19

    By Belgarath, May 8, 2019
    • 23 replies
    • 1.8k views
    • 
    • Belgarath
    • May 14, 2019

17. New IRS User Fees for 5307 Filings Effective After 2/1 or 7/1?

    By Guest EMM118, March 20, 2006
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • March 28, 2006

18. New Jersey Deductible Contributions

    By FT Retire, September 12, 2022
    • 3 replies
    • 842 views
    • 
    • joel
    • September 15, 2022

19. New Jersey deduction for self employed individuals

    By Bird, June 14, 2023
    • 7 replies
    • 11.4k views
    • 
    • Bird
    • September 11, 2023

20. New Jersey-Supplemental Annuity Collective Trust

    By joel, January 29, 2018
    • 2 replies
    • 1.7k views
    • 
    • joel
    • January 30, 2018

21. New Limits

    By Randy Watson, October 17, 2006
    • 11 replies
    • 3.1k views
    • 
    • Guest
    • October 18, 2006

22. new limits

    By Tom Poje, September 16, 2016
    • 11 replies
    • 1.9k views
    • 
    • XTitan
    • October 27, 2016

23. New MultiEmloyer Vesting Rules - Impact on W/drawal Liability

    By Guest David Danziger, December 2, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 2, 1998

24. New OneMan Corp - comp from previous entity?

    By Guest MLL, January 22, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 23, 2009

25. New owner of plan sponsor is a sovereign nation

    By K2retire, February 24, 2017
    • 1 reply
    • 454 views
    • 
    • Bill Presson
    • February 24, 2017

26. New Pension Plan for Mexican Employees

    By Guest HarveyC, May 21, 2002
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • May 23, 2002

27. New Plan - SPY-Limits on Compensatin and contributions

    By Pammie57, September 10, 2015
    • 1 reply
    • 854 views
    • 
    • Tom Poje
    • September 10, 2015

28. New plan after sponsor emerges from bankruptcy; does sponsor have to count years of service before plan establishment for purposes of vesting?

    By Guest CJS, September 26, 2003
    • 2 replies
    • 917 views
    • 
    • Guest
    • September 29, 2003

29. new plan and eligibility

    By Tom Poje, March 15, 2011
    • 2 replies
    • 884 views
    • 
    • Tom Poje
    • March 15, 2011

30. new plan and vesting

    By John Feldt ERPA CPC QPA, September 1, 2011
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 2, 2011

31. new plan eligibility

    By Guest R. Daestrom, March 31, 2004
    • 2 replies
    • 948 views
    • 
    • Guest
    • March 31, 2004

32. New Plan Just for Loans

    By Young Curmudgeon, January 28, 2016
    • 1 reply
    • 644 views
    • 
    • Belgarath
    • January 28, 2016

33. new plan limits

    By Tom Poje, October 16, 2013
    • 2 replies
    • 891 views
    • 
    • joel
    • October 16, 2013

34. New Plan to me -> Business has Fiscal Year, Plan has Calendar Year

    By Basically, April 11, 2025
    • 5 replies
    • 3.6k views
    • 
    • david rigby
    • April 14, 2025

35. New plan trust funded before year end?

    By Purplemandinga, September 5, 2018
    • 9 replies
    • 832 views
    • 
    • shERPA
    • September 5, 2018

36. New plan vs keeping old plan

    By ombskid, September 5, 2013
    • 3 replies
    • 862 views
    • 
    • MoJo
    • September 5, 2013

37. New plan, owner only?

    By DMcGovern, April 7, 2022
    • 3 replies
    • 874 views
    • 
    • BG5150
    • April 7, 2022

38. New plan... no compensation... only rollover contributions

    By K-t-F, September 2, 2004
    • 11 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 9, 2004

39. New QJSA/QPSA requirements for a defined contribution plan.

    By FundeK, December 31, 2003
    • 0 replies
    • 1.2k views
    • 
    • FundeK
    • December 31, 2003

40. New regs on QJSA/QPSA explanations

    By Belgarath, December 22, 2003
    • 13 replies
    • 3.7k views
    • 
    • Mike Preston
    • December 26, 2003

41. New Requirements for Plans???

    By Below Ground, October 21, 2016   

    • Benchmarking and 404(c)
    • 6 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • October 21, 2016

42. New rollover rules under EGTRRA.

    By katieinny, September 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • September 23, 2002

43. New SEP Limit?

    By Guest Andy Mayo, June 14, 2001
    • 1 reply
    • 1.4k views
    • 
    • davef
    • June 14, 2001

44. New Sole-prop SEP IRA after terminated Solo 401k from S-corp?

    By Derek K, October 9, 2019   

    • two plans
    • sep ira
    • (and 1 more)

      Tagged with:

      • two plans
      • sep ira
      • solo 401k
    • 2 replies
    • 2.6k views
    • 
    • Derek K
    • October 10, 2019

45. New sponsor

    By ombskid, February 24, 2011
    • 2 replies
    • 944 views
    • 
    • ombskid
    • February 24, 2011

46. new TPA for Money Purchase plan

    By M Norton, July 29, 2009
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 30, 2009

47. New Vendor - Rollover

    By waid10, June 8, 2005
    • 0 replies
    • 1.2k views
    • 
    • waid10
    • June 8, 2005

48. New version of "Inte-Greater"

    By Dave Baker, March 26, 2003
    • 0 replies
    • 1.5k views
    • 
    • Dave Baker
    • March 26, 2003

49. New W-4P for pension systems grace period - any other issues?

    By Ryan, July 25, 2022
    • 0 replies
    • 442 views
    • 
    • Ryan
    • July 25, 2022

50. Newly Key - as of exactly when? and a death question

    By ldr, June 12, 2018   

    • key
    • top heavy
    • (and 2 more)

      Tagged with:

      • key
      • top heavy
      • officer
      • death
    • 3 replies
    • 614 views
    • 
    • ldr
    • June 12, 2018