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Retirement Plans in General

5,778 topics in this forum

  1. Secure 2.0 auto enroll exceptions - Church

    By Santo Gold,
    • 3 replies
    • 1k views

  2. Schedule E Income Included as Compensation?

    By Lucky32,
    • 6 replies
    • 1.9k views

  3. Projected limits?

    By Carol V. Calhoun,
    • 48 replies
    • 8k views

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

    By EBECatty,
    • 3 replies
    • 1.9k views

  5. after-tax employee contributions more than 1 plan

    By Santo Gold,
    • 2 replies
    • 781 views

  6. Proposed Rule: Use of Forfeitures

    By RatherBeGolfing,
    • 11 replies
    • 1.6k views

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

    By Santo Gold,
    • 3 replies
    • 1.2k views

  8. conflicting definition of HCEs

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

  9. Is the salary included for 6% limit?

    By Jakyasar,
    • 11 replies
    • 1.5k views
    • Bird
    • Bird

  10. Form 7004

    By Egold,
    • 1 reply
    • 527 views

  11. IRS IRIS System

    By Gilmore,
    • 4 replies
    • 1.1k views
    • mbvs
    • mbvs

  12. IRS extends tax filing deadline for Hurricane Idalia victims in Florida

    By SSRRS,
    • 0 replies
    • 436 views

  13. Controlled group, QSLOB plans and forfeitures

    By DMcGovern,
    • 3 replies
    • 1.1k views

  14. Life insurance in pooled plan

    By AnnCK,
    • 5 replies
    • 1.1k views

  15. MEP resources

    By AlbanyConsultant,
    • 0 replies
    • 528 views

  16. Same testing method for 401a4 and 410b?

    By AlbanyConsultant,
    • 1 reply
    • 774 views

  17. Joinder Agreement

    By Basically,
    • 2 replies
    • 1.7k views

  18. Break in Service

    By Basically,
    • 3 replies
    • 2.6k views

  19. PBGC Coverage determination - an interesting one

    By Jakyasar,
    • 1 reply
    • 651 views

  20. Solo 401k, never filed 5500

    By Jakyasar,
    • 2 replies
    • 697 views

  21. Which 5500? EZ or SF?

    By truphao,
    • 1 reply
    • 693 views

  22. Contribution deadline extensions for disasters

    By Belgarath,
    • 2 replies
    • 631 views

  23. None PBGC PLAN filing for StandRd termination?

    By CKocher,
    • 2 replies
    • 458 views

  24. New Jersey deduction for self employed individuals

    By Bird,
    • 7 replies
    • 10.9k views
    • Bird
    • Bird

  25. Should form SF be filed after divorce with a owner and spouse plan?

    By CKocher,
    • 5 replies
    • 739 views

  26. One participant plan if it used to cover none owned

    By CKocher,
    • 4 replies
    • 575 views

  27. Revisiting 2% ownership for an s-corp for 5500-EZ filing

    By Jakyasar,
    • 1 reply
    • 883 views

  28. SECURE 2.0 increase to cashout limit for forced distributions

    By Belgarath,
    • 6 replies
    • 3.8k views

  29. RMD to surviving spouse that is current employee

    By M_2015,
    • 6 replies
    • 1.4k views

  30. Deduction taken before document is done and tax return is filed without extension

    By Jakyasar,
    • 10 replies
    • 667 views

  31. Controlled Group - Offer of Benefits

    By waid10,
    • 2 replies
    • 1.3k views

  32. Just Another Senior Moment

    By thepensionmaven,
    • 4 replies
    • 634 views

  33. Single member, 2 businesses - SEP IRA... 401(k)

    By Basically,
    • 8 replies
    • 1.8k views

  34. Cb/DC combo gateway or not for otherwise excludable employees

    By Jakyasar,
    • 6 replies
    • 783 views

  35. Fees being treated as a "forfeiture"

    By Belgarath,
    • 5 replies
    • 848 views

  36. Client overstepped their bounds

    By Basically,
    • 11 replies
    • 915 views

  37. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath,
    • 2 replies
    • 658 views

  38. Sharing of Pension Fund Information with Affiliated Union

    By Robert B,
    • 3 replies
    • 667 views

  39. Trustee types and who signs

    By TPApril,
    • 5 replies
    • 2.9k views

  40. Liability signing on EFAST

    By Cynchbeast,
    • 3 replies
    • 696 views

  41. Professional Associations

    By Lucky32,
    • 5 replies
    • 1.2k views

  42. Locating Missing or Deceased Participants of a Plan - Locator Services

    By DMincevich,
    • 3 replies
    • 1.4k views

  43. Have never run into this in 30 years

    By Dougsbpc,
    • 6 replies
    • 1k views

  44. Retaining required forms in hard copy

    By Belgarath,
    • 0 replies
    • 278 views

  45. Net c is lower than expected for a new 401k plan

    By Jakyasar,
    • 5 replies
    • 531 views

  46. Fidelity Investments - Contact Info

    By 415 Limit,
    • 4 replies
    • 7.9k views

  47. Helping Client Choose ERISA Bond Coverage

    By Basically,
    • 6 replies
    • 1.1k views

  48. Key/top heavy

    By Belgarath,
    • 2 replies
    • 465 views

  49. Correction on Missed Deferrals

    By CTCKOH,
    • 3 replies
    • 870 views

  50. E-File authorizations for DFVC filings

    By Cynchbeast,
    • 3 replies
    • 634 views
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