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Retirement Plans in General

5,811 topics in this forum

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

    By Peter Gulia,
    • 2 replies
    • 732 views

  2. Combo plan - union employee gateway

    By Jakyasar,
    • 2 replies
    • 1.1k views

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

    By Kris G,
    • 0 replies
    • 576 views

  4. Rolling over IRA to Plan to avoid RMDs

    By Dougsbpc,
    • 3 replies
    • 2.9k views

  5. § 416 Minimum Contribution Amounts and § 404(a)(3); § 404(a)(3) Limits Perhaps Waived for § 416 Minimum Contributions

    By Kent Allard,
    • 1 reply
    • 733 views

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

    By Thomas Jefferson,
    • 4 replies
    • 1.1k views

  7. Schedule K-1 question

    By Belgarath,
    • 7 replies
    • 983 views

  8. RMD Start date - checking

    By Jakyasar,
    • 7 replies
    • 1.2k views

  9. Profit sharing contribution allowed?

    By TPAAdvisor,
    • 4 replies
    • 1.7k views

  10. Sole Prop, PS Plan, Cont Calculation

    By Basically,
    • 5 replies
    • 951 views

  11. Invalid beneficiary designation?

    By Georgegip,
    • 0 replies
    • 532 views

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

    By Belgarath,
    • 6 replies
    • 4.5k views

  13. 401a4 testing age for a combo plan

    By Jakyasar,
    • 2 replies
    • 875 views

  14. Combo plan testing with otherewise excludable employees

    By Jakyasar,
    • 2 replies
    • 645 views

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

    By Jakyasar,
    • 2 replies
    • 825 views

  16. ASG Management Group

    By Will.I.Am,
    • 4 replies
    • 1.2k views

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

    By PensionPro,
    • 8 replies
    • 4.3k views

  18. Fees paid from participant accounts unintenionally

    By AmyETPA,
    • 5 replies
    • 1.2k views

  19. Designation of Beneficiary Form

    By Pammie57,
    • 8 replies
    • 2.1k views

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

    By Jakyasar,
    • 5 replies
    • 1k views

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

    By justanotheradmin,
    • 5 replies
    • 1.2k views

  22. Adoption of New Plan for 2023

    By Basically,
    • 1 reply
    • 701 views

  23. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.6k views

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

    By AlbanyConsultant,
    • 0 replies
    • 539 views

  25. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 3k views

  26. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 855 views

  27. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 762 views

  28. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 763 views

  29. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 912 views

  30. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 2k views

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

    By AlbanyConsultant,
    • 2 replies
    • 895 views

  32. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 1.5k views

  33. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 2.5k views

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

    By Belgarath,
    • 5 replies
    • 2.8k views

  35. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 569 views
    • Tom
    • Tom

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

    By Belgarath,
    • 10 replies
    • 1.8k views

  37. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 845 views

  38. 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

  39. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 849 views

  40. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.4k views

  41. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 832 views

  42. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.3k views

  43. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 1.1k views

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

    By Jakyasar,
    • 1 reply
    • 750 views

  45. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 770 views

  46. There's always something...

    By bzorc,
    • 4 replies
    • 945 views

  47. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 1.5k views

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

    By Peter Gulia,   
    • 9 replies
    • 1.3k views

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

    By BTPA,
    • 2 replies
    • 909 views

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

    By Belgarath,
    • 7 replies
    • 1.4k views
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