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Retirement Plans in General

5,829 topics in this forum

  1. In-plan Roth Conversion ... clarificatioin

    By Basically,
    • 2 replies
    • 1.3k views

  2. 211 whistleblower process

    By drakecohen,
    • 0 replies
    • 743 views

  3. exclusion of NHCE as a class

    By justanotheradmin,
    • 4 replies
    • 1.9k views

  4. Plan Audit No Longer Required

    By 401kSteve,
    • 6 replies
    • 4.2k views

  5. ER makes a contribution for the Independent Contractor

    By Jakyasar,
    • 1 reply
    • 699 views

  6. solo 401(k) with Mega Back Door Roth

    By truphao,
    • 6 replies
    • 1.9k views

  7. Am I Thinking Unreasonably? (IRS AUDIT)

    By Basically,
    • 4 replies
    • 1.3k views

  8. MEP - waiver of eligibility requirements when joining

    By AlbanyConsultant,
    • 0 replies
    • 726 views

  9. No response from IRS

    By Basically,
    • 2 replies
    • 1.2k views

  10. Participant Opts Out (waives out)

    By Basically,
    • 9 replies
    • 2.4k views
    • Bri
    • Bri

  11. Reporting Direct Rollover (403b to IRA) for a Non-Resident Alien

    By KaJay,
    • 1 reply
    • 1.5k views

  12. S Corp plan

    By Bryan,
    • 4 replies
    • 1.8k views

  13. Affiliated Service Group

    By Belgarath,
    • 5 replies
    • 1k views

  14. HCE related question

    By Jakyasar,
    • 2 replies
    • 857 views

  15. Using Forfeitures for Participant Education - specifically Financial Wellness

    By 401kology,   
    • 7 replies
    • 1.8k views

  16. Can "Temporary Employees" be considered an excluded class?

    By Santo Gold,
    • 7 replies
    • 8.3k views

  17. Is this 11(g) amendment discriminatory?

    By cathyw,
    • 2 replies
    • 5k views

  18. Controlling plan provision: plan at time of death or time of correction?

    By t.haley,
    • 12 replies
    • 2.3k views

  19. Retirement Plan Start-up tax credits - Qualifying start-up costs - New Small Employer

    By Kris G,
    • 1 reply
    • 989 views

  20. Would a March 8 government shutdown affect your work?

    By Peter Gulia,
    • 2 replies
    • 892 views

  21. Combo plan - union employee gateway

    By Jakyasar,
    • 2 replies
    • 1.2k views

  22. Start-up Costs - Employer Contribution Credit - Cash or accrual based employer contributions

    By Kris G,
    • 0 replies
    • 677 views

  23. Rolling over IRA to Plan to avoid RMDs

    By Dougsbpc,
    • 3 replies
    • 3.1k views

  24. § 416 Minimum Contribution Amounts and § 404(a)(3); § 404(a)(3) Limits Perhaps Waived for § 416 Minimum Contributions

    By Kent Allard,
    • 1 reply
    • 831 views

  25. Own Business with SIMPLE IRA, Options for additional self employment income

    By Thomas Jefferson,
    • 4 replies
    • 1.3k views

  26. Schedule K-1 question

    By Belgarath,
    • 7 replies
    • 1.3k views

  27. RMD Start date - checking

    By Jakyasar,
    • 7 replies
    • 1.4k views

  28. Profit sharing contribution allowed?

    By TPAAdvisor,
    • 4 replies
    • 2k views

  29. Sole Prop, PS Plan, Cont Calculation

    By Basically,
    • 5 replies
    • 1.2k views

  30. Invalid beneficiary designation?

    By Georgegip,
    • 0 replies
    • 640 views

  31. Mandatory distributions - jumping directly from $1,000 to $7,000

    By Belgarath,
    • 6 replies
    • 5.6k views

  32. 401a4 testing age for a combo plan

    By Jakyasar,
    • 2 replies
    • 1k views

  33. Combo plan testing with otherewise excludable employees

    By Jakyasar,
    • 2 replies
    • 735 views

  34. Additional employer adopting after the year end and deduction issues

    By Jakyasar,
    • 2 replies
    • 964 views

  35. ASG Management Group

    By Will.I.Am,
    • 4 replies
    • 1.5k views

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

    By PensionPro,
    • 8 replies
    • 4.8k views

  37. Fees paid from participant accounts unintenionally

    By AmyETPA,
    • 5 replies
    • 1.5k views

  38. Designation of Beneficiary Form

    By Pammie57,
    • 8 replies
    • 2.4k views

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

    By Jakyasar,
    • 5 replies
    • 1.2k views

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

    By justanotheradmin,
    • 5 replies
    • 1.4k views

  41. Adoption of New Plan for 2023

    By Basically,
    • 1 reply
    • 786 views

  42. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.8k views

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

    By AlbanyConsultant,
    • 0 replies
    • 627 views

  44. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 3.5k views

  45. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 962 views

  46. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 906 views

  47. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 877 views

  48. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 1k views

  49. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 2.2k views

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

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views
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