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Retirement Plans in General

5,819 topics in this forum

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

    By KaJay,
    • 1 reply
    • 1.3k views

  2. S Corp plan

    By Bryan,
    • 4 replies
    • 1.6k views

  3. Affiliated Service Group

    By Belgarath,
    • 5 replies
    • 895 views

  4. HCE related question

    By Jakyasar,
    • 2 replies
    • 815 views

  5. Using Forfeitures for Participant Education - specifically Financial Wellness

    By 401kology,   
    • 7 replies
    • 1.7k views

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

    By Santo Gold,
    • 7 replies
    • 7.9k views

  7. Is this 11(g) amendment discriminatory?

    By cathyw,
    • 2 replies
    • 4.9k views

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

    By t.haley,
    • 12 replies
    • 2.1k views

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

    By Kris G,
    • 1 reply
    • 912 views

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

    By Peter Gulia,
    • 2 replies
    • 805 views

  11. Combo plan - union employee gateway

    By Jakyasar,
    • 2 replies
    • 1.1k views

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

    By Kris G,
    • 0 replies
    • 612 views

  13. Rolling over IRA to Plan to avoid RMDs

    By Dougsbpc,
    • 3 replies
    • 3k views

  14. § 416 Minimum Contribution Amounts and § 404(a)(3); § 404(a)(3) Limits Perhaps Waived for § 416 Minimum Contributions

    By Kent Allard,
    • 1 reply
    • 780 views

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

    By Thomas Jefferson,
    • 4 replies
    • 1.2k views

  16. Schedule K-1 question

    By Belgarath,
    • 7 replies
    • 1.1k views

  17. RMD Start date - checking

    By Jakyasar,
    • 7 replies
    • 1.3k views

  18. Profit sharing contribution allowed?

    By TPAAdvisor,
    • 4 replies
    • 1.8k views

  19. Sole Prop, PS Plan, Cont Calculation

    By Basically,
    • 5 replies
    • 1k views

  20. Invalid beneficiary designation?

    By Georgegip,
    • 0 replies
    • 570 views

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

    By Belgarath,
    • 6 replies
    • 5.4k views

  22. 401a4 testing age for a combo plan

    By Jakyasar,
    • 2 replies
    • 939 views

  23. Combo plan testing with otherewise excludable employees

    By Jakyasar,
    • 2 replies
    • 689 views

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

    By Jakyasar,
    • 2 replies
    • 879 views

  25. ASG Management Group

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

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

    By PensionPro,
    • 8 replies
    • 4.6k views

  27. Fees paid from participant accounts unintenionally

    By AmyETPA,
    • 5 replies
    • 1.4k views

  28. Designation of Beneficiary Form

    By Pammie57,
    • 8 replies
    • 2.3k views

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

    By Jakyasar,
    • 5 replies
    • 1.1k views

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

    By justanotheradmin,
    • 5 replies
    • 1.3k views

  31. Adoption of New Plan for 2023

    By Basically,
    • 1 reply
    • 737 views

  32. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.7k views

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

    By AlbanyConsultant,
    • 0 replies
    • 585 views

  34. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 3.3k views

  35. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 893 views

  36. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 812 views

  37. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 809 views

  38. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 968 views

  39. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 2.1k views

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

    By AlbanyConsultant,
    • 2 replies
    • 967 views

  41. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 1.7k views

  42. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 3k views

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

    By Belgarath,
    • 5 replies
    • 2.9k views

  44. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 597 views
    • Tom
    • Tom

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

    By Belgarath,
    • 10 replies
    • 1.9k views

  46. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 896 views

  47. 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
    • 1.9k views

  48. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 901 views

  49. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.4k views

  50. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 863 views
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