Retirement Plans in General

5,771 topics in this forum

1. conflicting definition of HCEs

   By truphao, September 30, 2023
   • 10 replies
   • 1.3k views
   • 
   • Bri
   • October 2, 2023

2. Is the salary included for 6% limit?

   By Jakyasar, September 23, 2023
   • 11 replies
   • 1.5k views
   • 
   • Bird
   • September 26, 2023

3. Form 7004

   By Egold, September 21, 2023
   • 1 reply
   • 520 views
   • 
   • Dare Johnson
   • September 23, 2023

4. IRS IRIS System

   By Gilmore, September 20, 2023
   • 4 replies
   • 1.1k views
   • 
   • mbvs
   • September 21, 2023

5. IRS extends tax filing deadline for Hurricane Idalia victims in Florida

   By SSRRS, September 21, 2023
   • 0 replies
   • 435 views
   • 
   • SSRRS
   • September 21, 2023

6. Controlled group, QSLOB plans and forfeitures

   By DMcGovern, September 13, 2023
   • 3 replies
   • 1.1k views
   • 
   • DMcGovern
   • September 18, 2023

7. Life insurance in pooled plan

   By AnnCK, September 15, 2023
   • 5 replies
   • 1.1k views
   • 
   • Luke Bailey
   • September 15, 2023

8. MEP resources

   By AlbanyConsultant, September 15, 2023
   • 0 replies
   • 525 views
   • 
   • AlbanyConsultant
   • September 15, 2023

9. Same testing method for 401a4 and 410b?

   By AlbanyConsultant, September 14, 2023
   • 1 reply
   • 767 views
   • 
   • CuseFan
   • September 14, 2023

10. Joinder Agreement

    By Basically, September 13, 2023
    • 2 replies
    • 1.7k views
    • 
    • Paul I
    • September 13, 2023

11. Break in Service

    By Basically, September 13, 2023
    • 3 replies
    • 2.6k views
    • 
    • Basically
    • September 13, 2023

12. PBGC Coverage determination - an interesting one

    By Jakyasar, September 11, 2023
    • 1 reply
    • 639 views
    • 
    • Luke Bailey
    • September 12, 2023

13. Solo 401k, never filed 5500

    By Jakyasar, September 12, 2023
    • 2 replies
    • 688 views
    • 
    • Jakyasar
    • September 12, 2023

14. Which 5500? EZ or SF?

    By truphao, September 12, 2023
    • 1 reply
    • 688 views
    • 
    • RatherBeGolfing
    • September 12, 2023

15. Contribution deadline extensions for disasters

    By Belgarath, September 7, 2023
    • 2 replies
    • 623 views
    • 
    • Belgarath
    • September 12, 2023

16. None PBGC PLAN filing for StandRd termination?

    By CKocher, September 10, 2023
    • 2 replies
    • 455 views
    • 
    • david rigby
    • September 11, 2023

17. New Jersey deduction for self employed individuals

    By Bird, June 14, 2023
    • 7 replies
    • 10.3k views
    • 
    • Bird
    • September 11, 2023

18. Should form SF be filed after divorce with a owner and spouse plan?

    By CKocher, September 10, 2023
    • 5 replies
    • 734 views
    • 
    • Peter Gulia
    • September 11, 2023

19. One participant plan if it used to cover none owned

    By CKocher, September 6, 2023
    • 4 replies
    • 554 views
    • 
    • CKocher
    • September 10, 2023

20. Revisiting 2% ownership for an s-corp for 5500-EZ filing

    By Jakyasar, September 4, 2023
    • 1 reply
    • 876 views
    • 
    • RatherBeGolfing
    • September 4, 2023

21. SECURE 2.0 increase to cashout limit for forced distributions

    By Belgarath, August 23, 2023
    • 6 replies
    • 3.7k views
    • 
    • MoJo
    • August 31, 2023

22. RMD to surviving spouse that is current employee

    By M_2015, August 28, 2023
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 30, 2023

23. Deduction taken before document is done and tax return is filed without extension

    By Jakyasar, August 24, 2023
    • 10 replies
    • 662 views
    • 
    • Jakyasar
    • August 26, 2023

24. Controlled Group - Offer of Benefits

    By waid10, August 23, 2023
    • 2 replies
    • 1.3k views
    • 
    • Roycal
    • August 25, 2023

25. Just Another Senior Moment

    By thepensionmaven, August 18, 2023
    • 4 replies
    • 634 views
    • 
    • thepensionmaven
    • August 22, 2023

26. Single member, 2 businesses - SEP IRA... 401(k)

    By Basically, August 11, 2023
    • 8 replies
    • 1.8k views
    • 
    • Paul I
    • August 16, 2023

27. Cb/DC combo gateway or not for otherwise excludable employees

    By Jakyasar, August 11, 2023
    • 6 replies
    • 773 views
    • 
    • Jakyasar
    • August 14, 2023

28. Fees being treated as a "forfeiture"

    By Belgarath, August 8, 2023
    • 5 replies
    • 844 views
    • 
    • Paul I
    • August 10, 2023

29. Client overstepped their bounds

    By Basically, August 2, 2023
    • 11 replies
    • 911 views
    • 
    • Basically
    • August 4, 2023

30. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath, August 2, 2023
    • 2 replies
    • 649 views
    • 
    • Roycal
    • August 3, 2023

31. Sharing of Pension Fund Information with Affiliated Union

    By Robert B, August 2, 2023
    • 3 replies
    • 661 views
    • 
    • david rigby
    • August 2, 2023

32. Trustee types and who signs

    By TPApril, July 27, 2023
    • 5 replies
    • 2.8k views
    • 
    • QDROphile
    • August 1, 2023

33. Liability signing on EFAST

    By Cynchbeast, August 1, 2023
    • 3 replies
    • 680 views
    • 
    • Peter Gulia
    • August 1, 2023

34. Professional Associations

    By Lucky32, July 24, 2023
    • 5 replies
    • 1.2k views
    • 
    • Lucky32
    • July 26, 2023

35. Locating Missing or Deceased Participants of a Plan - Locator Services

    By DMincevich, July 24, 2023
    • 3 replies
    • 1.3k views
    • 
    • Pam Shoup
    • July 26, 2023

36. Have never run into this in 30 years

    By Dougsbpc, July 7, 2023
    • 6 replies
    • 1k views
    • 
    • Paul I
    • July 25, 2023

37. Retaining required forms in hard copy

    By Belgarath, July 21, 2023
    • 0 replies
    • 276 views
    • 
    • Belgarath
    • July 21, 2023

38. Net c is lower than expected for a new 401k plan

    By Jakyasar, July 20, 2023
    • 5 replies
    • 530 views
    • 
    • Lou S.
    • July 20, 2023

39. Fidelity Investments - Contact Info

    By 415 Limit, July 6, 2023
    • 4 replies
    • 7.5k views
    • 
    • Paul I
    • July 20, 2023

40. Helping Client Choose ERISA Bond Coverage

    By Basically, July 10, 2023
    • 6 replies
    • 1.1k views
    • 
    • Basically
    • July 17, 2023

41. Key/top heavy

    By Belgarath, July 14, 2023
    • 2 replies
    • 462 views
    • 
    • Belgarath
    • July 14, 2023

42. Correction on Missed Deferrals

    By CTCKOH, July 10, 2023
    • 3 replies
    • 862 views
    • 
    • Paul I
    • July 13, 2023

43. E-File authorizations for DFVC filings

    By Cynchbeast, July 9, 2023
    • 3 replies
    • 623 views
    • 
    • Paul I
    • July 12, 2023

44. Successor plan technicality

    By Bri, July 11, 2023
    • 2 replies
    • 437 views
    • 
    • Bri
    • July 11, 2023

45. To Amend or Not to Amend

    By thepensionmaven, July 10, 2023
    • 4 replies
    • 676 views
    • 
    • Dare Johnson
    • July 10, 2023

46. Can the attorney fee be paid after rollover

    By Jakyasar, July 6, 2023
    • 1 reply
    • 580 views
    • 
    • Peter Gulia
    • July 6, 2023

47. PS correction not counting towards annual addition?

    By AlbanyConsultant, July 3, 2023
    • 1 reply
    • 559 views
    • 
    • FORMER ESQ.
    • July 3, 2023

48. Should service providers ask plan sponsors whether one wants to change the required beginning date applicable age?

    By Peter Gulia, June 23, 2023
    • 6 replies
    • 904 views
    • 
    • Peter Gulia
    • June 24, 2023

49. Excluding part-time hourly employees

    By truphao, June 22, 2023
    • 10 replies
    • 2.5k views
    • 
    • truphao
    • June 23, 2023

50. SECURE 2.0 RMD EXCISE TAX

    By JJP04262017, June 21, 2023
    • 1 reply
    • 481 views
    • 
    • FORMER ESQ.
    • June 21, 2023