Retirement Plans in General

5,811 topics in this forum

1. Is SECURE 2022 law?

   By Peter Gulia, February 28, 2024
   • 21 replies
   • 8.1k views
   • 
   • Peter Gulia
   • 9 hours ago

2. OT - Judy Diamond marketing

   By Tax Cowboy, January 21, 2025   

   • marketing
   • retirement plans
   • 3 replies
   • 3.7k views
   • 
   • Chase Miller
   • Friday at 09:21 PM

3. Controlled Group Sanity Check

   By HTO, Friday at 07:40 PM
   • 0 replies
   • 60 views
   • 
   • HTO
   • Friday at 07:40 PM

4. Plan EIN Application - "responsible for non payroll tax withholding"

   By Basically, Thursday at 01:21 PM
   • 3 replies
   • 242 views
   • 
   • Bill Presson
   • Thursday at 11:58 PM

5. Family attribution rules and control group

   By TennesseeVeteran, November 12, 2025
   • 7 replies
   • 2.5k views
   • 
   • Bill Presson
   • May 19

6. Cross testing - groups identified by name

   By Jakyasar, May 13
   • 5 replies
   • 293 views
   • 
   • Bri
   • May 15

7. DC plan deduction limit - combo plan PBGC related

   By Jakyasar, May 12
   • 4 replies
   • 257 views
   • 
   • Jakyasar
   • May 12

8. Combo plan - top heavy related

   By Jakyasar, May 8
   • 5 replies
   • 276 views
   • 
   • Jakyasar
   • May 11

9. Exclusion of a rehiree related

   By Jakyasar, May 7
   • 1 reply
   • 518 views
   • 
   • C. B. Zeller
   • May 7

10. Forfeitures - Plan with Related Employers

    By 52626, May 4
    • 5 replies
    • 363 views
    • 
    • David D
    • May 4

11. Rolled over cash balance benefit into new cash balance plan

    By ADJENN01, April 24
    • 6 replies
    • 811 views
    • 
    • R Griffith
    • April 29

12. Open MEP with Single Employer Cash Balance plan and Profit Sharing

    By Guest_Question, April 29
    • 1 reply
    • 365 views
    • 
    • CuseFan
    • April 29

13. Solo plan plus a 401k plan - necessary?

    By Santo Gold, April 28
    • 3 replies
    • 465 views
    • 
    • Santo Gold
    • April 29

14. Can a 1099 payment be classified as W-2?

    By Jakyasar, April 22
    • 25 replies
    • 1.1k views
    • 
    • Jakyasar
    • April 24

15. Rolling over pre-tax monies into Roth IRA directly

    By Jakyasar, April 16
    • 5 replies
    • 823 views
    • 
    • Jakyasar
    • April 16

16. Top-Paid vs Lookback - 2 plans & different options

    By Jakyasar, April 8
    • 5 replies
    • 549 views
    • 
    • Jakyasar
    • April 9

17. Filing Form 8955 for Multiple Years in DFVCP

    By WolverineBenefits, April 8
    • 4 replies
    • 663 views
    • 
    • WolverineBenefits
    • April 9

18. who is paying the employees?

    By AlbanyConsultant, April 2
    • 4 replies
    • 537 views
    • 
    • Peter Gulia
    • April 4

19. Missing 1099-R

    By thepensionmaven, June 11, 2024
    • 4 replies
    • 2.4k views
    • 
    • thepensionmaven
    • April 2

20. Relius/PPD Base Document

    By Kattdogg12, March 26
    • 1 reply
    • 468 views
    • 
    • austin3515
    • March 27

21. RMD on a small amount in DBP

    By Jakyasar, March 26
    • 3 replies
    • 506 views
    • 
    • Bill Presson
    • March 26

22. Solo DB plan for non-equity partner with a twist

    By drakecohen, March 25
    • 3 replies
    • 535 views
    • 
    • FORMER ESQ.
    • March 25

23. 414(s) related

    By Jakyasar, March 20
    • 4 replies
    • 617 views
    • 
    • Jakyasar
    • March 20

24. Should an employer’s retirement plan accept saver’s-match contributions?

    By Peter Gulia, March 16
    • 2 replies
    • 845 views
    • 
    • Peter Gulia
    • March 17

25. What Year to Credit Voluntary After Tax Cont?

    By Basically, February 17
    • 2 replies
    • 635 views
    • 
    • Basically
    • March 9

26. Rollover in service distribution

    By thepensionmaven, April 17, 2025
    • 6 replies
    • 4.8k views
    • 
    • JenniferOhio
    • March 6

27. Inflation-adjusted limits back to 1996 available

    By Carol V. Calhoun, February 26
    • 19 replies
    • 1.1k views
    • 
    • Carol V. Calhoun
    • March 4

28. Is it fair to charge a participant $30 a year for a locator service she did not request?

    By Peter Gulia, February 25
    • 11 replies
    • 874 views
    • 
    • Peter Gulia
    • February 28

29. MEP Administration

    By WolverineBenefits, February 26
    • 4 replies
    • 637 views
    • 
    • justanotheradmin
    • February 27

30. Integration calculation and check on a self employed individual

    By Magill, February 24
    • 3 replies
    • 542 views
    • 
    • Bri
    • February 26

31. Distribution Check

    By ombskid, February 24
    • 6 replies
    • 893 views
    • 
    • Peter Gulia
    • February 25

32. Is It Permissible for a Plan to Pay IRS Penalties?

    By Connor, February 20
    • 6 replies
    • 1.1k views
    • 
    • Artie M
    • February 24

33. Large Plan Audits: what to expect?

    By Miles Leech, February 20   

    • large plan
    • 5500
    • 6 replies
    • 1.2k views
    • 
    • RGDP
    • February 23

34. ownership Ownership for a company held by many holding firms?

    By Miles Leech, February 16
    • 1 reply
    • 621 views
    • 
    • Peter Gulia
    • February 17

35. Post-severance compensation that crosses plan years - practical operation

    By ASmithCPA, February 14
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 16

36. 403(b) plan contribution limits

    By KaJay, February 3
    • 1 reply
    • 1k views
    • 
    • CuseFan
    • February 3

37. Happy Groundhog Day!

    By CuseFan, February 2
    • 0 replies
    • 405 views
    • 
    • CuseFan
    • February 2

38. coverage testing two plans in a controlled group

    By AlbanyConsultant, January 27
    • 1 reply
    • 637 views
    • 
    • CuseFan
    • January 28

39. Mega Back Door related

    By Jakyasar, January 23
    • 6 replies
    • 1.2k views
    • 
    • Jakyasar
    • January 24

40. 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, January 20
    • 12 replies
    • 1.5k views
    • 
    • Peter Gulia
    • January 21

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

    By Belgarath, January 21
    • 1 reply
    • 1.4k views
    • 
    • Paul I
    • January 21

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

    By WDIK, December 2, 2025
    • 1 reply
    • 4.1k views
    • 
    • Kattdogg12
    • January 20

43. New Career Path into Retirement Plans

    By HarleyBabe, January 13
    • 7 replies
    • 6.7k views
    • 
    • HarleyBabe
    • January 15

44. What is my testing age for combo plan?

    By Jakyasar, January 13
    • 1 reply
    • 648 views
    • 
    • John Feldt ERPA CPC QPA
    • January 15

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

    By Belgarath, January 13
    • 5 replies
    • 1k views
    • 
    • Effen
    • January 14

46. Annual contributions to a Keogh Plan

    By With Appreciation...., January 9
    • 3 replies
    • 1.2k views
    • 
    • David D
    • January 9

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

    By ESOP Guy, January 7
    • 6 replies
    • 1.1k views
    • 
    • Paul I
    • January 9

48. Creditor Protection for non-spouse beneficiary

    By Barbara, January 7
    • 0 replies
    • 610 views
    • 
    • Barbara
    • January 7

49. Cyle 4 Pre-Approved Plans

    By FormsRstillmylife, January 6
    • 0 replies
    • 640 views
    • 
    • FormsRstillmylife
    • January 6

50. Benefit Admin Training

    By WolverineBenefits, December 29, 2025
    • 3 replies
    • 813 views
    • 
    • mbvs
    • December 31, 2025