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Retirement Plans in General

5,781 topics in this forum

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

    By AlbanyConsultant,
    • 2 replies
    • 794 views

  2. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 1.2k views

  3. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 2.1k views

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

    By Belgarath,
    • 5 replies
    • 2.5k views

  5. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 506 views
    • Tom
    • Tom

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

    By Belgarath,
    • 10 replies
    • 1.7k views

  7. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 751 views

  8. 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

  9. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 780 views

  10. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.3k views

  11. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 755 views

  12. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.2k views

  13. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 936 views

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

    By Jakyasar,
    • 1 reply
    • 660 views

  15. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 698 views

  16. There's always something...

    By bzorc,
    • 4 replies
    • 855 views

  17. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 9 replies
    • 1.1k views

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

    By BTPA,
    • 2 replies
    • 826 views

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

    By Belgarath,
    • 7 replies
    • 1.3k views

  21. after-tax contributions impact on sole prop calculation

    By Santo Gold,
    • 3 replies
    • 886 views

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

    By 401kSteve,
    • 3 replies
    • 979 views

  23. 5330 - Electronic Filing

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

  24. Derelict TPA

    By TPApril,
    • 6 replies
    • 1.8k views

  25. 8955-SSA Late Penalty Letters

    By ESOPMomma,
    • 43 replies
    • 12k views

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

    By BG5150,
    • 14 replies
    • 2.5k views

  27. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc,
    • 0 replies
    • 583 views

  28. Funding deadline for partner's employer contributions

    By R. Butler,
    • 3 replies
    • 765 views

  29. DB RMD related

    By Jakyasar,
    • 4 replies
    • 1k views

  30. Partnership splitting and want their own plans

    By Jakyasar,
    • 4 replies
    • 997 views

  31. Plan Administrator EIN

    By Marty,
    • 7 replies
    • 2.5k views

  32. Partners Funding Contributions

    By Dougsbpc,
    • 2 replies
    • 653 views

  33. Cycle 4 DC plans

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

  34. Follow-up to Erroneous 8955-SSA Penalties

    By ESOPMomma,
    • 3 replies
    • 787 views

  35. TH contributions in a SH match plan

    By Bird,
    • 8 replies
    • 784 views

  36. Tax deductions in corporate transactions

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

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

    By Jakyasar,
    • 6 replies
    • 1.2k views

  38. TPA firms raising rates

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

  39. davis bacon contributions

    By Santo Gold,
    • 5 replies
    • 1.3k views

  40. Business Closing

    By Basically,
    • 5 replies
    • 1.6k views

  41. UBTI Question

    By Lou S.,
    • 0 replies
    • 447 views

  42. RMD due date - confused

    By Jakyasar,
    • 5 replies
    • 855 views

  43. How would the proposed investment-advice rule affect you?

    By Peter Gulia,
    • 5 replies
    • 1k views

  44. DOL Proposed Investment Advice package scheduled for publication in the Federal Register

    By Lois Baker,
    • 0 replies
    • 508 views

  45. Key Employee Question

    By Dougsbpc,
    • 2 replies
    • 569 views

  46. 2024 limits are out

    By Jakyasar,
    • 1 reply
    • 347 views

  47. Affiliated Service Group & ERISA

    By pcbenefits007,
    • 0 replies
    • 338 views

  48. RMD tables - can I pick which one?

    By Jakyasar,
    • 2 replies
    • 762 views

  49. Terminated, severance through 12/31.

    By K-t-F,
    • 3 replies
    • 988 views

  50. Any way to escape RMD?

    By Jakyasar,
    • 2 replies
    • 932 views
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