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Retirement Plans in General

5,816 topics in this forum

  1. HCE related question

    By Jakyasar,
    • 2 replies
    • 793 views

  2. Using Forfeitures for Participant Education - specifically Financial Wellness

    By 401kology,   
    • 7 replies
    • 1.6k views

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

    By Santo Gold,
    • 7 replies
    • 7.8k views

  4. Is this 11(g) amendment discriminatory?

    By cathyw,
    • 2 replies
    • 4.9k views

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

    By t.haley,
    • 12 replies
    • 2k views

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

    By Kris G,
    • 1 reply
    • 886 views

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

    By Peter Gulia,
    • 2 replies
    • 774 views

  8. Combo plan - union employee gateway

    By Jakyasar,
    • 2 replies
    • 1.1k views

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

    By Kris G,
    • 0 replies
    • 595 views

  10. Rolling over IRA to Plan to avoid RMDs

    By Dougsbpc,
    • 3 replies
    • 3k views

  11. § 416 Minimum Contribution Amounts and § 404(a)(3); § 404(a)(3) Limits Perhaps Waived for § 416 Minimum Contributions

    By Kent Allard,
    • 1 reply
    • 759 views

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

    By Thomas Jefferson,
    • 4 replies
    • 1.2k views

  13. Schedule K-1 question

    By Belgarath,
    • 7 replies
    • 1k views

  14. RMD Start date - checking

    By Jakyasar,
    • 7 replies
    • 1.2k views

  15. Profit sharing contribution allowed?

    By TPAAdvisor,
    • 4 replies
    • 1.8k views

  16. Sole Prop, PS Plan, Cont Calculation

    By Basically,
    • 5 replies
    • 999 views

  17. Invalid beneficiary designation?

    By Georgegip,
    • 0 replies
    • 542 views

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

    By Belgarath,
    • 6 replies
    • 5.1k views

  19. 401a4 testing age for a combo plan

    By Jakyasar,
    • 2 replies
    • 908 views

  20. Combo plan testing with otherewise excludable employees

    By Jakyasar,
    • 2 replies
    • 670 views

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

    By Jakyasar,
    • 2 replies
    • 859 views

  22. ASG Management Group

    By Will.I.Am,
    • 4 replies
    • 1.3k views

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

    By PensionPro,
    • 8 replies
    • 4.5k views

  24. Fees paid from participant accounts unintenionally

    By AmyETPA,
    • 5 replies
    • 1.3k views

  25. Designation of Beneficiary Form

    By Pammie57,
    • 8 replies
    • 2.2k views

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

    By Jakyasar,
    • 5 replies
    • 1k views

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

    By justanotheradmin,
    • 5 replies
    • 1.3k views

  28. Adoption of New Plan for 2023

    By Basically,
    • 1 reply
    • 720 views

  29. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.7k views

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

    By AlbanyConsultant,
    • 0 replies
    • 565 views

  31. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 3.1k views

  32. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 873 views

  33. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 794 views

  34. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 788 views

  35. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 942 views

  36. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 2.1k views

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

    By AlbanyConsultant,
    • 2 replies
    • 923 views

  38. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 1.6k views

  39. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 2.8k views

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

    By Belgarath,
    • 5 replies
    • 2.8k views

  41. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 583 views
    • Tom
    • Tom

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

    By Belgarath,
    • 10 replies
    • 1.8k views

  43. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 874 views

  44. 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
    • 1.8k views

  45. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 875 views

  46. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.4k views

  47. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 851 views

  48. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.3k views

  49. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 1.1k views

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

    By Jakyasar,
    • 1 reply
    • 764 views
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