Retirement Plans in General

5,213 topics in this forum

1. Is today the SAR due date?

   By Bri, Friday at 04:15 PM
   • 1 reply
   • 29 views
   • 
   • Peter Gulia
   • Friday at 06:13 PM

2. Is it common for a plan to require a beneficiary designation in whole percentages? 1 2

   By Peter Gulia, September 8
   • 26 replies
   • 395 views
   • 
   • Peter Gulia
   • Friday at 11:57 AM

3. Closing 1 corp, starting new one - same ret plan?

   By TPApril, Thursday at 08:14 PM
   • 4 replies
   • 66 views
   • 
   • Bill Presson
   • Friday at 01:50 AM

4. Can I have a closed MEP inside an open MEP?

   By BG5150, Wednesday at 03:44 PM
   • 2 replies
   • 84 views
   • 
   • BG5150
   • Wednesday at 07:03 PM

5. TPG question--applies to HSA, too?

   By BG5150, Tuesday at 04:31 PM
   • 4 replies
   • 155 views
   • 
   • CuseFan
   • Wednesday at 05:22 PM

6. Amendment extensions for CARES/SECURE

   By Belgarath, August 4
   • 22 replies
   • 425 views
   • 
   • Belgarath
   • Tuesday at 05:18 PM

7. When am I a key employee?

   By Jakyasar, September 22
   • 6 replies
   • 286 views
   • 
   • Lou S.
   • Monday at 05:31 PM

8. 410b Failure... huh?

   By Basically, September 23
   • 4 replies
   • 151 views
   • 
   • My Three Sons
   • Monday at 03:21 PM

9. Guide to In-Plan Roth Conversions

   By AJC, September 20
   • 4 replies
   • 177 views
   • 
   • Bri
   • September 23

10. Fees in Pooled PS - Expenses or Forfeitures

    By Kathy Nichols, September 21
    • 5 replies
    • 202 views
    • 
    • CuseFan
    • September 23

11. Participant fee disclosures in SPD

    By Bird, September 21
    • 4 replies
    • 172 views
    • 
    • Bird
    • September 23

12. PBGC covered or not

    By Jakyasar, March 9
    • 15 replies
    • 742 views
    • 
    • ktrombino
    • September 21

13. Multiple CGs in one plan--how to test

    By BG5150, September 21
    • 1 reply
    • 174 views
    • 
    • EBECatty
    • September 21

14. Bonuses PAID in 2023 on a 2022 W-2?

    By Belgarath, September 13
    • 18 replies
    • 368 views
    • 
    • Luke Bailey
    • September 15

15. New Jersey Deductible Contributions

    By Francis Tam, September 12
    • 3 replies
    • 132 views
    • 
    • joel
    • September 15

16. 5500SF related

    By Jakyasar, September 13
    • 2 replies
    • 143 views
    • 
    • Jakyasar
    • September 13

17. 25% of eligible compensation deductible limit

    By dmb, November 30, 2017
    • 12 replies
    • 2.5k views
    • 
    • Belgarath
    • September 12

18. Contingent beneficiary question 1 2

    By BG5150, September 1
    • 29 replies
    • 602 views
    • 
    • Peter Gulia
    • September 9

19. Sole prop solo 401k start up; EIN required or SSN allowed

    By Santo Gold, September 8
    • 2 replies
    • 233 views
    • 
    • Lou S.
    • September 8

20. Corporate resolution dating

    By Belgarath, September 1
    • 4 replies
    • 259 views
    • 
    • Luke Bailey
    • September 7

21. Is this plan covered by PBGC?

    By Jakyasar, September 5
    • 4 replies
    • 195 views
    • 
    • Bri
    • September 6

22. No Plan Assets in 2020 - CARES Act Amendment still required?

    By L. S., August 26
    • 5 replies
    • 195 views
    • 
    • L. S.
    • September 6

23. Are these related entities?

    By cathyw, August 26
    • 8 replies
    • 338 views
    • 
    • C. B. Zeller
    • September 1

24. Erisapedia webcast yesterday on CARES/SECURE Amendments

    By Belgarath, August 31
    • 5 replies
    • 198 views
    • 
    • Peter Gulia
    • August 31

25. Controlled Group - Two Plans to Avoid Audit and Permissive Aggregation Question

    By Will.I.Am, August 26
    • 2 replies
    • 211 views
    • 
    • Will.I.Am
    • August 30