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Retirement Plans in General

5,791 topics in this forum

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

    By justanotheradmin,
    • 5 replies
    • 1.1k views

  2. Adoption of New Plan for 2023

    By Basically,
    • 1 reply
    • 657 views

  3. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 0 replies
    • 493 views

  5. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 2.4k views

  6. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 775 views

  7. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 702 views

  8. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 699 views

  9. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 850 views

  10. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 1.8k views

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

    By AlbanyConsultant,
    • 2 replies
    • 805 views

  12. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 1.3k views

  13. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 2.1k views

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

    By Belgarath,
    • 5 replies
    • 2.6k views

  15. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 509 views
    • Tom
    • Tom

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

    By Belgarath,
    • 10 replies
    • 1.7k views

  17. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 765 views

  18. 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
    • 1.7k views

  19. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 791 views

  20. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.3k views

  21. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 764 views

  22. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.2k views

  23. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 952 views

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

    By Jakyasar,
    • 1 reply
    • 668 views

  25. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 703 views

  26. There's always something...

    By bzorc,
    • 4 replies
    • 861 views

  27. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 9 replies
    • 1.1k views

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

    By BTPA,
    • 2 replies
    • 832 views

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

    By Belgarath,
    • 7 replies
    • 1.3k views

  31. after-tax contributions impact on sole prop calculation

    By Santo Gold,
    • 3 replies
    • 898 views

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

    By 401kSteve,
    • 3 replies
    • 1k views

  33. 5330 - Electronic Filing

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

  34. Derelict TPA

    By TPApril,
    • 6 replies
    • 1.9k views

  35. 8955-SSA Late Penalty Letters

    By ESOPMomma,
    • 43 replies
    • 12.3k views

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

    By BG5150,
    • 14 replies
    • 2.6k views

  37. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc,
    • 0 replies
    • 586 views

  38. Funding deadline for partner's employer contributions

    By R. Butler,
    • 3 replies
    • 777 views

  39. DB RMD related

    By Jakyasar,
    • 4 replies
    • 1k views

  40. Partnership splitting and want their own plans

    By Jakyasar,
    • 4 replies
    • 1k views

  41. Plan Administrator EIN

    By Marty,
    • 7 replies
    • 2.6k views

  42. Partners Funding Contributions

    By Dougsbpc,
    • 2 replies
    • 678 views

  43. Cycle 4 DC plans

    By Belgarath,
    • 6 replies
    • 1.8k views
    • Bri
    • Bri

  44. Follow-up to Erroneous 8955-SSA Penalties

    By ESOPMomma,
    • 3 replies
    • 795 views

  45. TH contributions in a SH match plan

    By Bird,
    • 8 replies
    • 802 views

  46. Tax deductions in corporate transactions

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

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

    By Jakyasar,
    • 6 replies
    • 1.2k views

  48. TPA firms raising rates

    By R. Scott,
    • 10 replies
    • 2k views

  49. davis bacon contributions

    By Santo Gold,
    • 5 replies
    • 1.4k views

  50. Business Closing

    By Basically,
    • 5 replies
    • 1.6k views
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