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Retirement Plans in General

5,839 topics in this forum

  1. Adoption of New Plan for 2023

    By Basically,
    • 1 reply
    • 834 views

  2. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.8k views

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

    By AlbanyConsultant,
    • 0 replies
    • 657 views

  4. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 3.6k views

  5. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 987 views

  6. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 966 views

  7. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 969 views

  8. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 1.1k views

  9. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 2.3k views

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

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

  11. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 1.9k views

  12. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 3.4k views

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

    By Belgarath,
    • 5 replies
    • 3.1k views

  14. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 692 views
    • Tom
    • Tom

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

    By Belgarath,
    • 10 replies
    • 2.1k views

  16. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 1k views

  17. 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
    • 2.1k views

  18. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 1k views

  19. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.6k views

  20. Successor Plan with new partnership

    By 401kWhisperer,
    • 0 replies
    • 964 views

  21. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.5k views

  22. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 1.3k views

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

    By Jakyasar,
    • 1 reply
    • 948 views

  24. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 940 views

  25. There's always something...

    By bzorc,
    • 4 replies
    • 1.2k views

  26. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 1.9k views

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

    By Peter Gulia,   
    • 9 replies
    • 1.6k views

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

    By BTPA,
    • 2 replies
    • 1.1k views

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

    By Belgarath,
    • 7 replies
    • 1.8k views

  30. after-tax contributions impact on sole prop calculation

    By Santo Gold,
    • 3 replies
    • 1.2k views

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

    By 401kSteve,
    • 3 replies
    • 1.4k views

  32. 5330 - Electronic Filing

    By Leopurrd-401k,
    • 2 replies
    • 1.2k views

  33. Derelict TPA

    By TPApril,
    • 6 replies
    • 2.4k views

  34. 8955-SSA Late Penalty Letters

    By ESOPMomma,
    • 43 replies
    • 14.5k views

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

    By BG5150,
    • 14 replies
    • 3.5k views

  36. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc,
    • 0 replies
    • 771 views

  37. Funding deadline for partner's employer contributions

    By R. Butler,
    • 3 replies
    • 1.1k views

  38. DB RMD related

    By Jakyasar,
    • 4 replies
    • 1.4k views

  39. Partnership splitting and want their own plans

    By Jakyasar,
    • 4 replies
    • 1.4k views

  40. Plan Administrator EIN

    By Marty,
    • 7 replies
    • 3.7k views

  41. Partners Funding Contributions

    By Dougsbpc,
    • 2 replies
    • 1.1k views

  42. Cycle 4 DC plans

    By Belgarath,
    • 6 replies
    • 2.3k views
    • Bri
    • Bri

  43. Follow-up to Erroneous 8955-SSA Penalties

    By ESOPMomma,
    • 3 replies
    • 1.2k views

  44. TH contributions in a SH match plan

    By Bird,
    • 8 replies
    • 1.2k views

  45. Tax deductions in corporate transactions

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

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

    By Jakyasar,
    • 6 replies
    • 1.6k views

  47. TPA firms raising rates

    By R. Scott,
    • 10 replies
    • 2.7k views

  48. davis bacon contributions

    By Santo Gold,
    • 5 replies
    • 1.9k views

  49. Business Closing

    By Basically,
    • 5 replies
    • 2.2k views

  50. UBTI Question

    By Lou S.,
    • 0 replies
    • 633 views
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