Jump to content

Retirement Plans in General

5,797 topics in this forum

  1. who is paying the employees?

    By AlbanyConsultant,
    • 4 replies
    • 202 views

  2. Missing 1099-R

    By thepensionmaven,
    • 4 replies
    • 2k views

  3. Relius/PPD Base Document

    By Kattdogg12,
    • 1 reply
    • 241 views

  4. RMD on a small amount in DBP

    By Jakyasar,
    • 3 replies
    • 266 views

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

    By drakecohen,
    • 3 replies
    • 294 views

  6. Is SECURE 2022 law?

    By Peter Gulia,
    • 20 replies
    • 7.7k views

  7. 414(s) related

    By Jakyasar,
    • 4 replies
    • 393 views

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

    By Peter Gulia,
    • 2 replies
    • 348 views

  9. What Year to Credit Voluntary After Tax Cont?

    By Basically,
    • 2 replies
    • 412 views

  10. Rollover in service distribution

    By thepensionmaven,
    • 6 replies
    • 4.6k views

  11. Inflation-adjusted limits back to 1996 available

    By Carol V. Calhoun,
    • 19 replies
    • 755 views

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

    By Peter Gulia,
    • 11 replies
    • 592 views

  13. MEP Administration

    By WolverineBenefits,
    • 4 replies
    • 421 views

  14. Integration calculation and check on a self employed individual

    By Magill,
    • 3 replies
    • 316 views

  15. Distribution Check

    By ombskid,
    • 6 replies
    • 626 views

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

    By Connor,
    • 6 replies
    • 865 views

  17. Large Plan Audits: what to expect?

    By Miles Leech,   
    • 6 replies
    • 734 views

  18. Ownership for a company held by many holding firms?

    By Miles Leech,
    • 1 reply
    • 431 views

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

    By ASmithCPA,
    • 3 replies
    • 995 views

  20. Family attribution rules and control group

    By TennesseeVeteran,
    • 5 replies
    • 2k views

  21. 403(b) plan contribution limits

    By KaJay,
    • 1 reply
    • 700 views

  22. Happy Groundhog Day!

    By CuseFan,
    • 0 replies
    • 237 views

  23. coverage testing two plans in a controlled group

    By AlbanyConsultant,
    • 1 reply
    • 447 views

  24. Mega Back Door related

    By Jakyasar,
    • 6 replies
    • 899 views

  25. 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
    • 1.2k views

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

    By Belgarath,
    • 1 reply
    • 1.1k views

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

    By WDIK,
    • 1 reply
    • 3.4k views

  28. New Career Path into Retirement Plans

    By HarleyBabe,
    • 7 replies
    • 6.5k views

  29. What is my testing age for combo plan?

    By Jakyasar,
    • 1 reply
    • 439 views

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

    By Belgarath,
    • 5 replies
    • 752 views

  31. Annual contributions to a Keogh Plan

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

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

    By ESOP Guy,
    • 6 replies
    • 712 views

  33. Creditor Protection for non-spouse beneficiary

    By Barbara,
    • 0 replies
    • 441 views

  34. Cyle 4 Pre-Approved Plans

    By FormsRstillmylife,
    • 0 replies
    • 455 views

  35. Benefit Admin Training

    By WolverineBenefits,
    • 3 replies
    • 619 views

  36. 2 Single Member Business', same owner... can either business pay the ER Cont?

    By Basically,
    • 2 replies
    • 578 views

  37. HAPPY HOLIDAYS!

    By CuseFan,
    • 2 replies
    • 537 views

  38. SECURE 2.0 - Amend now or later?

    By Sully,
    • 3 replies
    • 1.2k views

  39. Combo plan, CG, deduction related

    By Jakyasar,
    • 2 replies
    • 542 views

  40. New Employer - Short Tax Year

    By Gilmore,
    • 5 replies
    • 744 views

  41. Late deferrals: calculating lost earnings

    By BG5150,
    • 2 replies
    • 1.5k views

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

    By Miles Leech,   
    • 9 replies
    • 716 views

  43. Is RMD required?

    By Jakyasar,
    • 9 replies
    • 3.7k views

  44. Enhanced SH Match

    By jkdoll2,
    • 4 replies
    • 579 views

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

    By KaJay,
    • 8 replies
    • 1.1k views

  46. Retiring the end of this year - hurray!

    By Belgarath,
    • 4 replies
    • 890 views

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

    By Appalachian_Trail,
    • 4 replies
    • 949 views

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

    By ESOP Guy,
    • 0 replies
    • 661 views

  49. May look for a new valuation system

    By Jakyasar,
    • 0 replies
    • 612 views

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

    By Peter Gulia,
    • 10 replies
    • 5k views
×
×
  • Create New...