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Retirement Plans in General

5,824 topics in this forum

  1. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 926 views

  2. 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

  3. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 932 views

  4. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.5k views

  5. Successor Plan with new partnership

    By Kattdogg12,
    • 0 replies
    • 895 views

  6. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.4k views

  7. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 1.2k views

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

    By Jakyasar,
    • 1 reply
    • 818 views

  9. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 845 views

  10. There's always something...

    By bzorc,
    • 4 replies
    • 1.1k views

  11. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 1.6k views

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

    By Peter Gulia,   
    • 9 replies
    • 1.4k views

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

    By BTPA,
    • 2 replies
    • 1k views

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

    By Belgarath,
    • 7 replies
    • 1.6k views

  15. after-tax contributions impact on sole prop calculation

    By Santo Gold,
    • 3 replies
    • 1.1k views

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

    By 401kSteve,
    • 3 replies
    • 1.3k views

  17. 5330 - Electronic Filing

    By Leopurrd-401k,
    • 2 replies
    • 1.1k views

  18. Derelict TPA

    By TPApril,
    • 6 replies
    • 2.2k views

  19. 8955-SSA Late Penalty Letters

    By ESOPMomma,
    • 43 replies
    • 13.6k views

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

    By BG5150,
    • 14 replies
    • 3.2k views

  21. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc,
    • 0 replies
    • 697 views

  22. Funding deadline for partner's employer contributions

    By R. Butler,
    • 3 replies
    • 972 views

  23. DB RMD related

    By Jakyasar,
    • 4 replies
    • 1.2k views

  24. Partnership splitting and want their own plans

    By Jakyasar,
    • 4 replies
    • 1.2k views

  25. Plan Administrator EIN

    By Marty,
    • 7 replies
    • 3.4k views

  26. Partners Funding Contributions

    By Dougsbpc,
    • 2 replies
    • 963 views

  27. Cycle 4 DC plans

    By Belgarath,
    • 6 replies
    • 2.2k views
    • Bri
    • Bri

  28. Follow-up to Erroneous 8955-SSA Penalties

    By ESOPMomma,
    • 3 replies
    • 982 views

  29. TH contributions in a SH match plan

    By Bird,
    • 8 replies
    • 1k views

  30. Tax deductions in corporate transactions

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

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

    By Jakyasar,
    • 6 replies
    • 1.4k views

  32. TPA firms raising rates

    By R. Scott,
    • 10 replies
    • 2.4k views

  33. davis bacon contributions

    By Santo Gold,
    • 5 replies
    • 1.7k views

  34. Business Closing

    By Basically,
    • 5 replies
    • 2k views

  35. UBTI Question

    By Lou S.,
    • 0 replies
    • 554 views

  36. RMD due date - confused

    By Jakyasar,
    • 5 replies
    • 1.1k views

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

    By Peter Gulia,
    • 5 replies
    • 1.2k views

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

    By Lois Baker,
    • 0 replies
    • 622 views

  39. Key Employee Question

    By Dougsbpc,
    • 2 replies
    • 734 views

  40. 2024 limits are out

    By Jakyasar,
    • 1 reply
    • 427 views

  41. Affiliated Service Group & ERISA

    By pcbenefits007,
    • 0 replies
    • 429 views

  42. RMD tables - can I pick which one?

    By Jakyasar,
    • 2 replies
    • 938 views

  43. Terminated, severance through 12/31.

    By Basically,
    • 3 replies
    • 1.2k views

  44. Any way to escape RMD?

    By Jakyasar,
    • 2 replies
    • 1.1k views

  45. Participant entitled to SHNE contribution?

    By Dougsbpc,
    • 1 reply
    • 753 views

  46. Roll outs being held hostage

    By Dave401kguy,
    • 4 replies
    • 1.4k views

  47. Asking about retirement plan vendor

    By Bob the Swimmer,
    • 0 replies
    • 480 views

  48. Secure 2.0 auto enroll exceptions - Church

    By Santo Gold,
    • 3 replies
    • 1.3k views

  49. Schedule E Income Included as Compensation?

    By Lucky32,
    • 6 replies
    • 2.9k views

  50. Projected limits?

    By Carol V. Calhoun,
    • 48 replies
    • 9.1k views
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