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Retirement Plans in General

5,829 topics in this forum

  1. money purchase plan overdeposit

    By AlbanyConsultant,
    • 9 replies
    • 1.8k views

  2. Independent contractor or not

    By Jakyasar,
    • 14 replies
    • 3.3k views

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

    By Belgarath,
    • 5 replies
    • 3k views

  4. IRS Form 945 paper or electronic

    By Tom,
    • 0 replies
    • 628 views
    • Tom
    • Tom

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

    By Belgarath,
    • 10 replies
    • 2k views

  6. Plan with 100+ employees IQPA audit requirement rules

    By Basically,
    • 2 replies
    • 969 views

  7. 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
    • 2k views

  8. Odd Letters from Social Security Administration

    By EPCRSGuru,
    • 1 reply
    • 970 views

  9. Profit Sharing contribution promise

    By Santo Gold,
    • 6 replies
    • 1.6k views

  10. Successor Plan with new partnership

    By 401kWhisperer,
    • 0 replies
    • 920 views

  11. Did anyone publish a book on SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 1.5k views

  12. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 1.2k views

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

    By Jakyasar,
    • 1 reply
    • 863 views

  14. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 900 views

  15. There's always something...

    By bzorc,
    • 4 replies
    • 1.1k views

  16. Controlled group vs multiple employer group

    By Jakyasar,
    • 11 replies
    • 1.7k views

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

    By Peter Gulia,   
    • 9 replies
    • 1.6k views

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

    By BTPA,
    • 2 replies
    • 1.1k views

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

    By Belgarath,
    • 7 replies
    • 1.7k views

  20. after-tax contributions impact on sole prop calculation

    By Santo Gold,
    • 3 replies
    • 1.2k views

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

    By 401kSteve,
    • 3 replies
    • 1.4k views

  22. 5330 - Electronic Filing

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

  23. Derelict TPA

    By TPApril,
    • 6 replies
    • 2.3k views

  24. 8955-SSA Late Penalty Letters

    By ESOPMomma,
    • 43 replies
    • 14.1k views

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

    By BG5150,
    • 14 replies
    • 3.4k views

  26. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc,
    • 0 replies
    • 741 views

  27. Funding deadline for partner's employer contributions

    By R. Butler,
    • 3 replies
    • 1k views

  28. DB RMD related

    By Jakyasar,
    • 4 replies
    • 1.3k views

  29. Partnership splitting and want their own plans

    By Jakyasar,
    • 4 replies
    • 1.4k views

  30. Plan Administrator EIN

    By Marty,
    • 7 replies
    • 3.6k views

  31. Partners Funding Contributions

    By Dougsbpc,
    • 2 replies
    • 1k views

  32. Cycle 4 DC plans

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

  33. Follow-up to Erroneous 8955-SSA Penalties

    By ESOPMomma,
    • 3 replies
    • 1.1k views

  34. TH contributions in a SH match plan

    By Bird,
    • 8 replies
    • 1.1k views

  35. Tax deductions in corporate transactions

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

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

    By Jakyasar,
    • 6 replies
    • 1.5k views

  37. TPA firms raising rates

    By R. Scott,
    • 10 replies
    • 2.6k views

  38. davis bacon contributions

    By Santo Gold,
    • 5 replies
    • 1.8k views

  39. Business Closing

    By Basically,
    • 5 replies
    • 2.1k views

  40. UBTI Question

    By Lou S.,
    • 0 replies
    • 574 views

  41. RMD due date - confused

    By Jakyasar,
    • 5 replies
    • 1.2k views

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

    By Peter Gulia,
    • 5 replies
    • 1.3k views

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

    By Lois Baker,
    • 0 replies
    • 665 views

  44. Key Employee Question

    By Dougsbpc,
    • 2 replies
    • 793 views

  45. 2024 limits are out

    By Jakyasar,
    • 1 reply
    • 480 views

  46. Affiliated Service Group & ERISA

    By pcbenefits007,
    • 0 replies
    • 452 views

  47. RMD tables - can I pick which one?

    By Jakyasar,
    • 2 replies
    • 1k views

  48. Terminated, severance through 12/31.

    By Basically,
    • 3 replies
    • 1.3k views

  49. Any way to escape RMD?

    By Jakyasar,
    • 2 replies
    • 1.2k views

  50. Participant entitled to SHNE contribution?

    By Dougsbpc,
    • 1 reply
    • 798 views
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