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Retirement Plans in General

5,819 topics in this forum

  1. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.3k views

  2. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 1.1k views

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

    By Jakyasar,
    • 1 reply
    • 779 views

  4. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 817 views

  5. There's always something...

    By bzorc,
    • 4 replies
    • 1k views

  6. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 1.6k views

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

    By Peter Gulia,   
    • 9 replies
    • 1.4k views

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

    By BTPA,
    • 2 replies
    • 950 views

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

    By Belgarath,
    • 7 replies
    • 1.5k views

  10. after-tax contributions impact on sole prop calculation

    By Santo Gold,
    • 3 replies
    • 1.1k views

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

    By 401kSteve,
    • 3 replies
    • 1.2k views

  12. 5330 - Electronic Filing

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

  13. Derelict TPA

    By TPApril,
    • 6 replies
    • 2.1k views

  14. 8955-SSA Late Penalty Letters

    By ESOPMomma,
    • 43 replies
    • 13.4k views

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

    By BG5150,
    • 14 replies
    • 3.1k views

  16. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc,
    • 0 replies
    • 671 views

  17. Funding deadline for partner's employer contributions

    By R. Butler,
    • 3 replies
    • 928 views

  18. DB RMD related

    By Jakyasar,
    • 4 replies
    • 1.1k views

  19. Partnership splitting and want their own plans

    By Jakyasar,
    • 4 replies
    • 1.2k views

  20. Plan Administrator EIN

    By Marty,
    • 7 replies
    • 3.2k views

  21. Partners Funding Contributions

    By Dougsbpc,
    • 2 replies
    • 912 views

  22. Cycle 4 DC plans

    By Belgarath,
    • 6 replies
    • 2.1k views
    • Bri
    • Bri

  23. Follow-up to Erroneous 8955-SSA Penalties

    By ESOPMomma,
    • 3 replies
    • 930 views

  24. TH contributions in a SH match plan

    By Bird,
    • 8 replies
    • 962 views

  25. Tax deductions in corporate transactions

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

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

    By Jakyasar,
    • 6 replies
    • 1.4k views

  27. TPA firms raising rates

    By R. Scott,
    • 10 replies
    • 2.3k views

  28. davis bacon contributions

    By Santo Gold,
    • 5 replies
    • 1.7k views

  29. Business Closing

    By Basically,
    • 5 replies
    • 1.9k views

  30. UBTI Question

    By Lou S.,
    • 0 replies
    • 535 views

  31. RMD due date - confused

    By Jakyasar,
    • 5 replies
    • 1k views

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

    By Peter Gulia,
    • 5 replies
    • 1.2k views

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

    By Lois Baker,
    • 0 replies
    • 583 views

  34. Key Employee Question

    By Dougsbpc,
    • 2 replies
    • 694 views

  35. 2024 limits are out

    By Jakyasar,
    • 1 reply
    • 405 views

  36. Affiliated Service Group & ERISA

    By pcbenefits007,
    • 0 replies
    • 406 views

  37. RMD tables - can I pick which one?

    By Jakyasar,
    • 2 replies
    • 903 views

  38. Terminated, severance through 12/31.

    By K-t-F,
    • 3 replies
    • 1.2k views

  39. Any way to escape RMD?

    By Jakyasar,
    • 2 replies
    • 1.1k views

  40. Participant entitled to SHNE contribution?

    By Dougsbpc,
    • 1 reply
    • 714 views

  41. Roll outs being held hostage

    By Dave401kguy,
    • 4 replies
    • 1.3k views

  42. Asking about retirement plan vendor

    By Bob the Swimmer,
    • 0 replies
    • 446 views

  43. Secure 2.0 auto enroll exceptions - Church

    By Santo Gold,
    • 3 replies
    • 1.2k views

  44. Schedule E Income Included as Compensation?

    By Lucky32,
    • 6 replies
    • 2.8k views

  45. Projected limits?

    By Carol V. Calhoun,
    • 48 replies
    • 8.9k views

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

    By EBECatty,
    • 3 replies
    • 2.6k views

  47. after-tax employee contributions more than 1 plan

    By Santo Gold,
    • 2 replies
    • 891 views

  48. Proposed Rule: Use of Forfeitures

    By RatherBeGolfing,
    • 11 replies
    • 2k views

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

    By Santo Gold,
    • 3 replies
    • 1.4k views

  50. conflicting definition of HCEs

    By truphao,
    • 10 replies
    • 1.6k views
    • Bri
    • Bri
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