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Retirement Plans in General

5,849 topics in this forum

  1. Mandatory distributions - jumping directly from $1,000 to $7,000

    By Belgarath,
    • 6 replies
    • 6.2k views

  2. 401a4 testing age for a combo plan

    By Jakyasar,
    • 2 replies
    • 1.2k views

  3. Combo plan testing with otherewise excludable employees

    By Jakyasar,
    • 2 replies
    • 929 views

  4. Additional employer adopting after the year end and deduction issues

    By Jakyasar,
    • 2 replies
    • 1.1k views

  5. ASG Management Group

    By Will.I.Am,
    • 4 replies
    • 1.7k views

  6. Is jury duty pay a fringe benefit or regular pay?

    By PensionPro,
    • 8 replies
    • 5.4k views

  7. Fees paid from participant accounts unintenionally

    By AmyETPA,
    • 5 replies
    • 1.7k views

  8. Designation of Beneficiary Form

    By Pammie57,
    • 8 replies
    • 2.8k views

  9. Add a PS plan for 2023 to an existing 401k plan with EACA

    By Jakyasar,
    • 5 replies
    • 1.3k views

  10. Actual I.R.C. text - good website?

    By justanotheradmin,
    • 5 replies
    • 1.6k views

  11. Adoption of New Plan for 2023

    By Basically,
    • 1 reply
    • 887 views

  12. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.9k views

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

    By AlbanyConsultant,
    • 0 replies
    • 769 views

  14. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 4k views

  15. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 1.1k views

  16. Am I included in 2023 testing and gateway

    By Jakyasar,
    • 5 replies
    • 1.2k views

  17. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 1.1k views

  18. 2024 Relius Plan Termination Amendment

    By Belgarath,
    • 3 replies
    • 1.2k views

  19. after-tax employee contributions - timing

    By Santo Gold,
    • 7 replies
    • 2.5k views

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

    By AlbanyConsultant,
    • 2 replies
    • 1.2k views

  21. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 2.2k views

  22. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 3.7k views

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

    By Belgarath,
    • 5 replies
    • 3.3k views

  24. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 812 views
    • Tom
    • Tom

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

    By Belgarath,
    • 10 replies
    • 2.3k views

  26. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 1.2k views

  27. 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
    • 2.3k views

  28. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 1.1k views

  29. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.8k views

  30. Successor Plan with new partnership

    By 401kWhisperer,
    • 0 replies
    • 1.1k views

  31. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.7k views

  32. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 1.4k views

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

    By Jakyasar,
    • 1 reply
    • 1.1k views

  34. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 1k views

  35. There's always something...

    By bzorc,
    • 4 replies
    • 1.3k views

  36. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 2.2k views

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

    By Peter Gulia,   
    • 9 replies
    • 1.8k views

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

    By BTPA,
    • 2 replies
    • 1.3k views

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

    By Belgarath,
    • 7 replies
    • 2k views

  40. after-tax contributions impact on sole prop calculation

    By Santo Gold,
    • 3 replies
    • 1.3k views

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

    By 401kSteve,
    • 3 replies
    • 1.6k views

  42. 5330 - Electronic Filing

    By Leopurrd-401k,
    • 2 replies
    • 1.4k views

  43. Derelict TPA

    By TPApril,
    • 6 replies
    • 2.7k views

  44. 8955-SSA Late Penalty Letters

    By ESOPMomma,
    • 43 replies
    • 15.3k views

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

    By BG5150,
    • 14 replies
    • 3.9k views

  46. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc,
    • 0 replies
    • 833 views

  47. Funding deadline for partner's employer contributions

    By R. Butler,
    • 3 replies
    • 1.2k views

  48. DB RMD related

    By Jakyasar,
    • 4 replies
    • 1.6k views

  49. Partnership splitting and want their own plans

    By Jakyasar,
    • 4 replies
    • 1.6k views

  50. Plan Administrator EIN

    By Marty,
    • 7 replies
    • 4k views
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