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Retirement Plans in General

5,796 topics in this forum

  1. ASG Management Group

    By Will.I.Am,
    • 4 replies
    • 1.1k views

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

    By PensionPro,
    • 8 replies
    • 4k views

  3. Fees paid from participant accounts unintenionally

    By AmyETPA,
    • 5 replies
    • 1.1k views

  4. Designation of Beneficiary Form

    By Pammie57,
    • 8 replies
    • 1.9k views

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

    By Jakyasar,
    • 5 replies
    • 952 views

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

    By justanotheradmin,
    • 5 replies
    • 1.1k views

  7. Adoption of New Plan for 2023

    By Basically,
    • 1 reply
    • 670 views

  8. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 0 replies
    • 505 views

  10. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 2.5k views

  11. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 793 views

  12. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 714 views

  13. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 709 views

  14. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 854 views

  15. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 1.9k views

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

    By AlbanyConsultant,
    • 2 replies
    • 832 views

  17. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 1.4k views

  18. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 2.3k views

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

    By Belgarath,
    • 5 replies
    • 2.6k views

  20. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 530 views
    • Tom
    • Tom

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

    By Belgarath,
    • 10 replies
    • 1.7k views

  22. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 787 views

  23. 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

  24. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 802 views

  25. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.3k views

  26. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 788 views

  27. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.2k views

  28. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 978 views

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

    By Jakyasar,
    • 1 reply
    • 700 views

  30. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 718 views

  31. There's always something...

    By bzorc,
    • 4 replies
    • 890 views

  32. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 9 replies
    • 1.2k views

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

    By BTPA,
    • 2 replies
    • 850 views

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

    By Belgarath,
    • 7 replies
    • 1.3k views

  36. after-tax contributions impact on sole prop calculation

    By Santo Gold,
    • 3 replies
    • 934 views

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

    By 401kSteve,
    • 3 replies
    • 1k views

  38. 5330 - Electronic Filing

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

  39. Derelict TPA

    By TPApril,
    • 6 replies
    • 1.9k views

  40. 8955-SSA Late Penalty Letters

    By ESOPMomma,
    • 43 replies
    • 12.6k views

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

    By BG5150,
    • 14 replies
    • 2.7k views

  42. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc,
    • 0 replies
    • 601 views

  43. Funding deadline for partner's employer contributions

    By R. Butler,
    • 3 replies
    • 808 views

  44. DB RMD related

    By Jakyasar,
    • 4 replies
    • 1k views

  45. Partnership splitting and want their own plans

    By Jakyasar,
    • 4 replies
    • 1k views

  46. Plan Administrator EIN

    By Marty,
    • 7 replies
    • 2.7k views

  47. Partners Funding Contributions

    By Dougsbpc,
    • 2 replies
    • 724 views

  48. Cycle 4 DC plans

    By Belgarath,
    • 6 replies
    • 1.9k views
    • Bri
    • Bri

  49. Follow-up to Erroneous 8955-SSA Penalties

    By ESOPMomma,
    • 3 replies
    • 817 views

  50. TH contributions in a SH match plan

    By Bird,
    • 8 replies
    • 823 views
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