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Retirement Plans in General

5,781 topics in this forum

  1. 403(b) plan contribution limits

    By KaJay,
    • 1 reply
    • 224 views

  2. Happy Groundhog Day!

    By CuseFan,
    • 0 replies
    • 58 views

  3. coverage testing two plans in a controlled group

    By AlbanyConsultant,
    • 1 reply
    • 249 views

  4. Mega Back Door related

    By Jakyasar,
    • 6 replies
    • 661 views

  5. Instead of a typical last-day condition, may a qualified plan allocate a year’s contribution only among those employed the next February 15?

    By Peter Gulia,
    • 12 replies
    • 806 views

  6. When must the new 402(f) notices be implemented?

    By Belgarath,
    • 1 reply
    • 735 views

  7. IRS Online Application for EIN (Form SS-4) Issues

    By WDIK,
    • 1 reply
    • 1.9k views

  8. New Career Path into Retirement Plans

    By HarleyBabe,
    • 7 replies
    • 6.2k views

  9. What is my testing age for combo plan?

    By Jakyasar,
    • 1 reply
    • 237 views

  10. Anti-cutback rule for union employees in a plan covering both union and non-union employees

    By Belgarath,
    • 5 replies
    • 489 views

  11. Annual contributions to a Keogh Plan

    By With Appreciation....,
    • 3 replies
    • 470 views

  12. Can you define a Break in Service as 12 months working <1,000 hours

    By ESOP Guy,
    • 6 replies
    • 447 views

  13. Creditor Protection for non-spouse beneficiary

    By Barbara,
    • 0 replies
    • 252 views

  14. Cyle 4 Pre-Approved Plans

    By FormsRstillmylife,
    • 0 replies
    • 273 views

  15. Benefit Admin Training

    By WolverineBenefits,
    • 3 replies
    • 417 views

  16. 2 Single Member Business', same owner... can either business pay the ER Cont?

    By Basically,
    • 2 replies
    • 384 views

  17. HAPPY HOLIDAYS!

    By CuseFan,
    • 2 replies
    • 331 views

  18. SECURE 2.0 - Amend now or later?

    By Sully,
    • 3 replies
    • 867 views

  19. Combo plan, CG, deduction related

    By Jakyasar,
    • 2 replies
    • 336 views

  20. New Employer - Short Tax Year

    By Gilmore,
    • 5 replies
    • 491 views

  21. Late deferrals: calculating lost earnings

    By BG5150,
    • 2 replies
    • 689 views

  22. Any way to fix this profit sharing spread this year?

    By Mleech,   
    • 9 replies
    • 505 views

  23. Is RMD required?

    By Jakyasar,
    • 9 replies
    • 3.6k views

  24. Enhanced SH Match

    By jkdoll2,
    • 4 replies
    • 384 views

  25. Wrong definition of compensation used to calculate deferrals in multiple employer plan

    By KaJay,
    • 8 replies
    • 770 views

  26. Retiring the end of this year - hurray!

    By Belgarath,
    • 4 replies
    • 689 views

  27. ASG: Are Schools/Day Cares service organizations?

    By Appalachian_Trail,
    • 4 replies
    • 750 views

  28. Form 5330 filed electronically late with an excise tax due

    By ESOP Guy,
    • 0 replies
    • 493 views

  29. May look for a new valuation system

    By Jakyasar,
    • 0 replies
    • 470 views

  30. If a search for a missing participant finds a new address, what do you do with it?

    By Peter Gulia,
    • 10 replies
    • 4.9k views

  31. Controlled Group Question

    By kimso,
    • 2 replies
    • 787 views

  32. Derrin Watson -- Riding into the sunset

    By S Derrin Watson,
    • 11 replies
    • 1.1k views

  33. Controlled Group Relationship - Household Employees

    By Vlad401k,
    • 1 reply
    • 7.2k views

  34. RMD related

    By Jakyasar,
    • 3 replies
    • 1.1k views

  35. Family attribution rules and control group

    By TennesseeVeteran,
    • 2 replies
    • 1.4k views

  36. For an age 60-63 catch-up, is 2026’s inflation adjusted amount $12,000 or $11,250?

    By Peter Gulia,
    • 16 replies
    • 2k views

  37. IRS Releases 2026 Inflation-Adjusted Limits

    By Lois Baker,
    • 0 replies
    • 937 views

  38. 401(k) rollover to 403(b) contains RMD

    By KaJay,
    • 5 replies
    • 3.2k views

  39. 2025 IRS form 5330 - paper filing?

    By Belgarath,
    • 4 replies
    • 1.3k views

  40. How to inflation-adjust amounts not designed in Tom Poje’s spreadsheet

    By Peter Gulia,
    • 1 reply
    • 1.2k views

  41. Voya Vesting Update

    By TH 401k,
    • 3 replies
    • 1.4k views

  42. Money Purchse Plan Merging into new Profit Sharing Plan

    By Coleboy1,
    • 7 replies
    • 1.4k views

  43. ICYMI - 2026 expected limits

    By John Feldt ERPA CPC QPA,
    • 5 replies
    • 2.9k views

  44. Does $145,000 inflation-adjust to $150,000?

    By Peter Gulia,
    • 0 replies
    • 1.2k views

  45. 2026 COLA Projection of Dollar Limits

    By John Feldt ERPA CPC QPA,
    • 15 replies
    • 4.6k views

  46. 415(c) limitation for terminating DC plan

    By Belgarath,
    • 4 replies
    • 1.2k views

  47. Easy controlled group question

    By Santo Gold,
    • 4 replies
    • 1.5k views

  48. Senior Fog

    By thepensionmaven,
    • 2 replies
    • 1.3k views

  49. IRS on furlough

    By justanotheradmin,
    • 7 replies
    • 5.2k views

  50. Trouble with the IRS forms and publications page

    By Belgarath,
    • 1 reply
    • 2k views
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