Retirement Plans in General

5,772 topics in this forum

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

   By Belgarath, January 19, 2023
   • 10 replies
   • 1.6k views
   • 
   • Peter Gulia
   • January 13, 2024

2. SECURE 2.0 amendment deadlines for "applicable collectively bargained plans"

   By Belgarath, August 8, 2025
   • 2 replies
   • 2.4k views
   • 
   • Belgarath
   • August 8, 2025

3. Secure 2.0 auto enroll exceptions - Church

   By Santo Gold, October 19, 2023
   • 3 replies
   • 997 views
   • 
   • Santo Gold
   • October 19, 2023

4. Secure 2.0 Catch-up age 60,61,62,63

   By WCC, December 21, 2022
   • 5 replies
   • 835 views
   • 
   • shERPA
   • December 22, 2022

5. SECURE 2.0 increase to cashout limit for forced distributions

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

6. SECURE 2.0 RMD EXCISE TAX

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

7. secure act

   By Tom Poje, May 23, 2019
   • 8 replies
   • 1.3k views
   • 
   • Tom Poje
   • May 30, 2019

8. SECURE Act - Withdrawals for Birth or Adoption

   By Gilmore, January 6, 2020
   • 11 replies
   • 2.6k views
   • 
   • Dobber
   • January 9, 2020

9. Secure Act 2 amendments: must stay in plan?

   By BG5150, October 7, 2024
   • 5 replies
   • 1.7k views
   • 
   • Gruegen
   • October 8, 2024

10. SECURE ACT attached to 2020 appropriations bill

    By RatherBeGolfing, December 16, 2019
    • 7 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • December 20, 2019

11. SECURE ACT First RMD already started prior to 72

    By MaryOKTPA, January 3, 2020
    • 4 replies
    • 1.5k views
    • 
    • Larry Starr
    • January 3, 2020

12. Secure Act passes House

    By Tom Poje, April 3, 2019
    • 10 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 22, 2019

13. SECURE Act related

    By Jakyasar, December 31, 2019
    • 25 replies
    • 4.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 23, 2020

14. SECURE ACT-IRA for over 70 1/2 receiving RMD

    By rhb401, January 8, 2020
    • 4 replies
    • 793 views
    • 
    • rhb401
    • January 9, 2020

15. Securities Lending

    By Guest Karen Geiger, June 1, 2000
    • 5 replies
    • 2k views
    • 
    • Guest
    • June 28, 2000

16. Seeking business brokers for medical bill review

    By Guest Diamond Dave, August 22, 2006
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • August 23, 2006

17. Seeking clarification on Roth IRA withdrawal

    By Guest wdb, September 14, 2004
    • 0 replies
    • 928 views
    • 
    • Guest
    • September 14, 2004

18. Seeking guidance on Profit Sharing Plan with leased employees

    By Guest CaymanDM, January 30, 2002
    • 3 replies
    • 1.7k views
    • 
    • Archimage
    • January 30, 2002

19. Selective vesting in NQDC plan

    By cathyw, September 14, 2020
    • 3 replies
    • 589 views
    • 
    • Luke Bailey
    • September 17, 2020

20. Self Correction - THM and Gateway Allocations

    By 52626, August 24, 2017
    • 1 reply
    • 523 views
    • 
    • Mike Preston
    • August 24, 2017

21. Self Correction possible?

    By J Simmons, December 18, 2009
    • 5 replies
    • 1.7k views
    • 
    • J Simmons
    • December 20, 2009

22. self dealing prohibited transaction

    By R. Butler, May 20, 2011
    • 2 replies
    • 2k views
    • 
    • Kevin C
    • May 25, 2011

23. Self Directed 401(k) Plan for Physicians

    By SwimmingInBowelsOfERISA, May 5, 2016
    • 4 replies
    • 902 views
    • 
    • Belgarath
    • May 6, 2016

24. Self directed 401k

    By Lori moore, June 26, 2019
    • 3 replies
    • 1k views
    • 
    • Pam Shoup
    • June 26, 2019

25. Self Directed Accounts

    By Guest JimJ, September 4, 2001
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • September 4, 2001

26. Self Directed Accounts in 401k Plan

    By DP, April 20, 2016
    • 11 replies
    • 2k views
    • 
    • QDROphile
    • April 21, 2016

27. self direction of account

    By eilano, January 16, 2002
    • 6 replies
    • 2k views
    • 
    • Guest
    • January 21, 2002

28. Self Employed

    By R. Butler, September 18, 2002
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • September 19, 2002

29. Self employed - IRA transfers funds to plan for employer contribution

    By Belgarath, March 20, 2018
    • 14 replies
    • 753 views
    • 
    • Larry Starr
    • March 21, 2018

30. Self Employed Calcs worksheet

    By Pammie57, February 29, 2016
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 1, 2016

31. Self employed Integrated contribution calculation

    By Magill, March 3, 2022
    • 3 replies
    • 836 views
    • 
    • Tom Poje
    • March 5, 2022

32. self employed integrated profit sharing contribution limitation.

    By Guest gcrechale, February 4, 1999
    • 5 replies
    • 2k views
    • 
    • Guest
    • February 7, 1999

33. Self Employed Paired Plan with After-tax Contribution

    By SM, February 16, 2022
    • 5 replies
    • 1.5k views
    • 
    • CuseFan
    • February 17, 2022

34. Self employed PS calc and integrated with Social Security

    By Cobras59, April 25, 2019
    • 10 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 26, 2019

35. Self Employed with Profit Sharing Plan

    By thepensionmaven, August 19, 2015
    • 18 replies
    • 1.8k views
    • 
    • thepensionmaven
    • October 11, 2017

36. self employment earnings/contribution calc

    By Chippy, March 14, 2016
    • 2 replies
    • 744 views
    • 
    • mphs77
    • March 14, 2016

37. Self Employment Income calc

    By buckaroo, June 18, 2014
    • 2 replies
    • 945 views
    • 
    • buckaroo
    • June 19, 2014

38. Self-correction if you made an allocation based on an incorrect compensation figure?

    By Guest Enda80, February 4, 2009
    • 1 reply
    • 852 views
    • 
    • QDROphile
    • February 5, 2009

39. Self-Correction Program

    By Guest Enda80, July 5, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 10, 2008

40. self-directed accounts

    By eilano, July 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • July 11, 2002

41. Self-Directed Brokerage an option for Rollover Funds only?

    By mwyatt, December 8, 2004
    • 4 replies
    • 1.3k views
    • 
    • mbozek
    • December 9, 2004

42. Self-Directed Profit Sharing Accounts

    By DP, August 20, 2004
    • 10 replies
    • 4.4k views
    • 
    • Jon Chambers
    • August 25, 2004

43. Self-Employed Compensation and Employer Deduction

    By Archimage, September 30, 2003
    • 1 reply
    • 925 views
    • 
    • Mike Preston
    • September 30, 2003

44. Self-Employed Deferrals

    By Guest rhector12, September 12, 2005
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • September 13, 2005

45. Self-employment compensation calculation

    By BG5150, August 17, 2015
    • 28 replies
    • 3.1k views
    • 
    • BG5150
    • January 9, 2017

46. Self-Employment Earned Income and Permitted Disparity

    By Guest Enda80, April 4, 2009
    • 2 replies
    • 956 views
    • 
    • Guest
    • April 6, 2009

47. Self-employment tax on Pension distribution??

    By drunkewok, February 3, 2016
    • 4 replies
    • 3.2k views
    • 
    • masteff
    • February 3, 2016

48. Senate kills automatic-enrollment IRA programs established by municipalities

    By RatherBeGolfing, March 30, 2017
    • 0 replies
    • 385 views
    • 
    • RatherBeGolfing
    • March 30, 2017

49. Senior Fog

    By thepensionmaven, October 21, 2025
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • October 22, 2025

50. Seniority and Retirement Package Offers

    By Guest Cathy, July 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • KIP KRAUS
    • July 28, 1999