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Retirement Plans in General

5,781 topics in this forum

  1. Participant entitled to SHNE contribution?

    By Dougsbpc,
    • 1 reply
    • 573 views

  2. Roll outs being held hostage

    By Dave401kguy,
    • 4 replies
    • 1.1k views

  3. Asking about retirement plan vendor

    By Bob the Swimmer,
    • 0 replies
    • 382 views

  4. Secure 2.0 auto enroll exceptions - Church

    By Santo Gold,
    • 3 replies
    • 1k views

  5. Schedule E Income Included as Compensation?

    By Lucky32,
    • 6 replies
    • 2k views

  6. Projected limits?

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

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

    By EBECatty,
    • 3 replies
    • 1.9k views

  8. after-tax employee contributions more than 1 plan

    By Santo Gold,
    • 2 replies
    • 793 views

  9. Proposed Rule: Use of Forfeitures

    By RatherBeGolfing,
    • 11 replies
    • 1.6k views

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

    By Santo Gold,
    • 3 replies
    • 1.2k views

  11. conflicting definition of HCEs

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

  12. Is the salary included for 6% limit?

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

  13. Form 7004

    By Egold,
    • 1 reply
    • 537 views

  14. IRS IRIS System

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

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

    By SSRRS,
    • 0 replies
    • 439 views

  16. Controlled group, QSLOB plans and forfeitures

    By DMcGovern,
    • 3 replies
    • 1.1k views

  17. Life insurance in pooled plan

    By AnnCK,
    • 5 replies
    • 1.1k views

  18. MEP resources

    By AlbanyConsultant,
    • 0 replies
    • 537 views

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

    By AlbanyConsultant,
    • 1 reply
    • 787 views

  20. Joinder Agreement

    By Basically,
    • 2 replies
    • 1.7k views

  21. Break in Service

    By Basically,
    • 3 replies
    • 2.7k views

  22. PBGC Coverage determination - an interesting one

    By Jakyasar,
    • 1 reply
    • 657 views

  23. Solo 401k, never filed 5500

    By Jakyasar,
    • 2 replies
    • 710 views

  24. Which 5500? EZ or SF?

    By truphao,
    • 1 reply
    • 707 views

  25. Contribution deadline extensions for disasters

    By Belgarath,
    • 2 replies
    • 644 views

  26. None PBGC PLAN filing for StandRd termination?

    By CKocher,
    • 2 replies
    • 465 views

  27. New Jersey deduction for self employed individuals

    By Bird,
    • 7 replies
    • 11.4k views
    • Bird
    • Bird

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

    By CKocher,
    • 5 replies
    • 755 views

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

    By CKocher,
    • 4 replies
    • 597 views

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

    By Jakyasar,
    • 1 reply
    • 899 views

  31. SECURE 2.0 increase to cashout limit for forced distributions

    By Belgarath,
    • 6 replies
    • 4k views

  32. RMD to surviving spouse that is current employee

    By M_2015,
    • 6 replies
    • 1.5k views

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

    By Jakyasar,
    • 10 replies
    • 683 views

  34. Controlled Group - Offer of Benefits

    By waid10,
    • 2 replies
    • 1.4k views

  35. Just Another Senior Moment

    By thepensionmaven,
    • 4 replies
    • 642 views

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

    By Basically,
    • 8 replies
    • 1.9k views

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

    By Jakyasar,
    • 6 replies
    • 803 views

  38. Fees being treated as a "forfeiture"

    By Belgarath,
    • 5 replies
    • 864 views

  39. Client overstepped their bounds

    By Basically,
    • 11 replies
    • 933 views

  40. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath,
    • 2 replies
    • 670 views

  41. Sharing of Pension Fund Information with Affiliated Union

    By Robert B,
    • 3 replies
    • 683 views

  42. Trustee types and who signs

    By TPApril,
    • 5 replies
    • 3k views

  43. Liability signing on EFAST

    By Cynchbeast,
    • 3 replies
    • 719 views

  44. Professional Associations

    By Lucky32,
    • 5 replies
    • 1.2k views

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

    By DMincevich,
    • 3 replies
    • 1.4k views

  46. Have never run into this in 30 years

    By Dougsbpc,
    • 6 replies
    • 1k views

  47. Retaining required forms in hard copy

    By Belgarath,
    • 0 replies
    • 284 views

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

    By Jakyasar,
    • 5 replies
    • 548 views

  49. Fidelity Investments - Contact Info

    By 415 Limit,
    • 4 replies
    • 8.4k views

  50. Helping Client Choose ERISA Bond Coverage

    By Basically,
    • 6 replies
    • 1.2k views
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