Retirement Plans in General

5,844 topics in this forum

1. 5500-EZ or 5500-SF for an s-corp with only family members

   By Jakyasar, September 18
   • 17 replies
   • 671 views
   • 
   • Jakyasar
   • 9 hours ago

2. Ideas for Improving lagging retirement savings for lower- and moderate-income workers

   By Cynthia Van Bogaert, September 16
   • 12 replies
   • 475 views
   • 
   • Cynthia Van Bogaert
   • Wednesday at 11:57 PM

3. Sponsor wants to pay PBGC premiums from plan assets

   By Jakyasar, Wednesday at 02:52 PM
   • 2 replies
   • 254 views
   • 
   • Jakyasar
   • Wednesday at 06:12 PM

4. Combo plan, CB deposit complete by DC component will not be completed by 10/15

   By Jakyasar, September 18
   • 6 replies
   • 378 views
   • 
   • David D
   • Tuesday at 08:19 PM

5. Not covered by PBGC anymore, what is the deduction limit for 2026 for DC portion?

   By Jakyasar, Tuesday at 03:26 PM
   • 1 reply
   • 218 views
   • 
   • FORMER ESQ.
   • Tuesday at 04:25 PM

6. Want to be heard by the IRS? Tired of problematic IRS/RMD pubs and forms?

   By Cynthia Van Bogaert, September 15
   • 14 replies
   • 676 views
   • 
   • Cynthia Van Bogaert
   • September 19

7. Can a Plan purchase an investment from an IRA?

   By Basically, September 17
   • 2 replies
   • 401 views
   • 
   • EBECatty
   • September 18

8. Authorized person on investment account

   By Basically, September 16
   • 1 reply
   • 326 views
   • 
   • Peter Gulia
   • September 16

9. 5558 vs 5500 - vendor states does not match

   By Jakyasar, September 15
   • 3 replies
   • 445 views
   • 
   • RatherBeGolfing
   • September 15

10. Plan Changing from Fiscal Year to Calendar Year

    By FishOn, September 14
    • 1 reply
    • 336 views
    • 
    • Bri
    • September 15

11. 2027 inflation-adjusted amounts?

    By Peter Gulia, September 11
    • 3 replies
    • 483 views
    • 
    • Lois Baker
    • September 14

12. LLC Taxed as S-Corp - Family Attribution for Form 5500

    By 401kWhisperer, September 7
    • 5 replies
    • 600 views
    • 
    • Paul I
    • September 10

13. Residents of U.S. territory

    By Just Tri, September 8
    • 1 reply
    • 450 views
    • 
    • Peter Gulia
    • September 8

14. Top heavy requirement under DC plan for combo plans

    By Jakyasar, September 4
    • 5 replies
    • 627 views
    • 
    • Jakyasar
    • September 5

15. retroactive adoption/amendment-joinder agreement

    By Draper55, August 31
    • 4 replies
    • 540 views
    • 
    • austin3515
    • September 1

16. changing eligibility requirements

    By Draper55, August 26
    • 2 replies
    • 642 views
    • 
    • Draper55
    • August 27

17. 100% Vesting When Contributions Haven't Been Made For a Long Time

    By mming, August 23
    • 5 replies
    • 776 views
    • 
    • Paul I
    • August 24

18. Participating Employer Question

    By Dougsbpc, August 11
    • 5 replies
    • 822 views
    • 
    • bp parv
    • August 21

19. Tax Identification Number - Plan

    By 401kWhisperer, August 11
    • 3 replies
    • 920 views
    • 
    • 401kWhisperer
    • August 14

20. Top Heavy Minimum in Combo Plans

    By 401kWhisperer, August 11
    • 5 replies
    • 950 views
    • 
    • CuseFan
    • August 12

21. Terminating Plan with Missing Signed Amendments

    By WolverineBenefits, July 31
    • 3 replies
    • 594 views
    • 
    • Peter Gulia
    • August 10

22. Clients who dont submit census data

    By R. Scott, August 3
    • 10 replies
    • 1.2k views
    • 
    • Paul I
    • August 5

23. Loa repayments not completed in 5 years

    By Jakyasar, July 29
    • 9 replies
    • 1.2k views
    • 
    • fmsinc
    • August 1

24. Have you ever had a client misuse your work to unfairly influence a third person?

    By Peter Gulia, July 19
    • 3 replies
    • 863 views
    • 
    • R Griffith
    • July 31

25. Cost of FIS

    By 401kay, April 16, 2025
    • 1 reply
    • 3.9k views
    • 
    • BG5150
    • July 29

26. Cloud-based CalcAir/Datair

    By TinaW, July 23
    • 0 replies
    • 548 views
    • 
    • TinaW
    • July 23

27. no reason to start PS-only plan on 12/31?

    By AlbanyConsultant, July 13
    • 1 reply
    • 819 views
    • 
    • austin3515
    • July 13

28. Very strange and possibly insurmountable retirement plan hurdle

    By scarabrad, June 30
    • 7 replies
    • 1.4k views
    • 
    • fmsinc
    • July 4

29. Plan contributions made in stocks held by corporation

    By Jakyasar, June 26
    • 4 replies
    • 1.2k views
    • 
    • Jakyasar
    • June 30

30. IRS Audit

    By thepensionmaven, June 23
    • 2 replies
    • 1.1k views
    • 
    • thepensionmaven
    • June 23

31. controlled group question

    By Santo Gold, June 5
    • 6 replies
    • 1.2k views
    • 
    • bp parv
    • June 12

32. Non-ERISA Tribal Government Plan Document / Service Provider Need

    By TribalTribal, June 2
    • 2 replies
    • 766 views
    • 
    • TribalTribal
    • June 9

33. Plan sponsor decides to rollover the assets with no paperwork

    By Jakyasar, June 2
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • June 3

34. PBGC termination, missing participants with small account balances

    By Jakyasar, May 28
    • 7 replies
    • 1.5k views
    • 
    • Calavera
    • June 2

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

    By Basically, May 21
    • 4 replies
    • 1.1k views
    • 
    • Basically
    • May 28
36. TPA For Sale?

    Topic was moved to forum Operating a TPA or Consulting Firm

37. Controlled Group Sanity Check

    By HTO, May 22
    • 1 reply
    • 784 views
    • 
    • CuseFan
    • May 26

38. Is SECURE 2022 law?

    By Peter Gulia, February 28, 2024
    • 21 replies
    • 9.1k views
    • 
    • Peter Gulia
    • May 25

39. OT - Judy Diamond marketing

    By Tax Cowboy, January 21, 2025   

    • marketing
    • retirement plans
    • 3 replies
    • 4.7k views
    • 
    • Chase Miller
    • May 22

40. Family attribution rules and control group

    By TennesseeVeteran, November 12, 2025
    • 7 replies
    • 4.2k views
    • 
    • Bill Presson
    • May 19

41. Cross testing - groups identified by name

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

42. DC plan deduction limit - combo plan PBGC related

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

43. Combo plan - top heavy related

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

44. Exclusion of a rehiree related

    By Jakyasar, May 7
    • 1 reply
    • 1.2k views
    • 
    • C. B. Zeller
    • May 7

45. Forfeitures - Plan with Related Employers

    By 52626, May 4
    • 5 replies
    • 1.1k views
    • 
    • David D
    • May 4

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

    By ADJENN01, April 24
    • 6 replies
    • 1.8k views
    • 
    • R Griffith
    • April 29

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

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

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

    By Santo Gold, April 28
    • 3 replies
    • 1.2k views
    • 
    • Santo Gold
    • April 29

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

    By Jakyasar, April 22
    • 25 replies
    • 2.4k views
    • 
    • Jakyasar
    • April 24

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

    By Jakyasar, April 16
    • 5 replies
    • 1.6k views
    • 
    • Jakyasar
    • April 16