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Retirement Plans in General

5,781 topics in this forum

  1. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 755 views

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

    By Jakyasar,
    • 1 reply
    • 660 views

  3. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 937 views

  4. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 698 views

  5. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.2k views

  6. There's always something...

    By bzorc,
    • 4 replies
    • 855 views

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

    By Peter Gulia,   
    • 9 replies
    • 1.1k views

  8. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 1.3k views

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

    By BTPA,
    • 2 replies
    • 826 views

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

    By Belgarath,
    • 7 replies
    • 1.3k views

  11. after-tax contributions impact on sole prop calculation

    By Santo Gold,
    • 3 replies
    • 887 views

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

    By 401kSteve,
    • 3 replies
    • 980 views

  13. Derelict TPA

    By TPApril,
    • 6 replies
    • 1.8k views

  14. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc,
    • 0 replies
    • 583 views

  15. Funding deadline for partner's employer contributions

    By R. Butler,
    • 3 replies
    • 767 views

  16. DB RMD related

    By Jakyasar,
    • 4 replies
    • 1k views

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

    By BG5150,
    • 14 replies
    • 2.5k views

  18. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 1.8k views

  19. Partnership splitting and want their own plans

    By Jakyasar,
    • 4 replies
    • 997 views

  20. Plan Administrator EIN

    By Marty,
    • 7 replies
    • 2.5k views

  21. Partners Funding Contributions

    By Dougsbpc,
    • 2 replies
    • 653 views

  22. Cycle 4 DC plans

    By Belgarath,
    • 6 replies
    • 1.8k views
    • Bri
    • Bri

  23. Follow-up to Erroneous 8955-SSA Penalties

    By ESOPMomma,
    • 3 replies
    • 788 views

  24. TH contributions in a SH match plan

    By Bird,
    • 8 replies
    • 784 views

  25. Tax deductions in corporate transactions

    By Carol V. Calhoun,
    • 0 replies
    • 441 views

  26. Does AFN replaces SAR in a PBGC covered DB plan?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  27. davis bacon contributions

    By Santo Gold,
    • 5 replies
    • 1.3k views

  28. UBTI Question

    By Lou S.,
    • 0 replies
    • 447 views

  29. TPA firms raising rates

    By R. Scott,
    • 10 replies
    • 2k views

  30. Business Closing

    By Basically,
    • 5 replies
    • 1.6k views

  31. RMD due date - confused

    By Jakyasar,
    • 5 replies
    • 855 views

  32. DOL Proposed Investment Advice package scheduled for publication in the Federal Register

    By Lois Baker,
    • 0 replies
    • 508 views

  33. Affiliated Service Group & ERISA

    By pcbenefits007,
    • 0 replies
    • 338 views

  34. 2024 limits are out

    By Jakyasar,
    • 1 reply
    • 347 views

  35. How would the proposed investment-advice rule affect you?

    By Peter Gulia,
    • 5 replies
    • 1k views

  36. RMD tables - can I pick which one?

    By Jakyasar,
    • 2 replies
    • 762 views

  37. Any way to escape RMD?

    By Jakyasar,
    • 2 replies
    • 932 views

  38. Terminated, severance through 12/31.

    By K-t-F,
    • 3 replies
    • 988 views

  39. Participant entitled to SHNE contribution?

    By Dougsbpc,
    • 1 reply
    • 573 views

  40. Key Employee Question

    By Dougsbpc,
    • 2 replies
    • 571 views

  41. Asking about retirement plan vendor

    By Bob the Swimmer,
    • 0 replies
    • 382 views

  42. Roll outs being held hostage

    By Dave401kguy,
    • 4 replies
    • 1.1k views

  43. Secure 2.0 auto enroll exceptions - Church

    By Santo Gold,
    • 3 replies
    • 1k views

  44. Updated Limits, COLAs

    By John Feldt ERPA CPC QPA,   
    • 10 replies
    • 2.3k views

  45. Schedule E Income Included as Compensation?

    By Lucky32,
    • 6 replies
    • 2k views

  46. after-tax employee contributions more than 1 plan

    By Santo Gold,
    • 2 replies
    • 793 views

  47. Taxable Employer-Provided Vehicle & 3401(a) Compensation

    By EBECatty,
    • 3 replies
    • 2k views

  48. Proposed Rule: Use of Forfeitures

    By RatherBeGolfing,
    • 11 replies
    • 1.6k views

  49. conflicting definition of HCEs

    By truphao,
    • 10 replies
    • 1.3k views
    • Bri
    • Bri

  50. Whose employee is this, whose 401k plan is this?

    By Santo Gold,
    • 3 replies
    • 1.2k views
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