Retirement Plans in General

5,821 topics in this forum

1. Cloud-based CalcAir/Datair

   By TinaW, Thursday at 03:21 PM
   • 0 replies
   • 117 views
   • 
   • TinaW
   • Thursday at 03:21 PM

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

   By Peter Gulia, July 19
   • 2 replies
   • 230 views
   • 
   • Peter Gulia
   • July 20

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

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

4. Very strange and possibly insurmountable retirement plan hurdle

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

5. Plan contributions made in stocks held by corporation

   By Jakyasar, June 26
   • 4 replies
   • 644 views
   • 
   • Jakyasar
   • June 30

6. IRS Audit

   By thepensionmaven, June 23
   • 2 replies
   • 599 views
   • 
   • thepensionmaven
   • June 23

7. controlled group question

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

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

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

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

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

10. PBGC termination, missing participants with small account balances

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

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

    By Basically, May 21
    • 4 replies
    • 625 views
    • 
    • Basically
    • May 28
12. TPA For Sale?

    Topic was moved to forum Operating a TPA or Consulting Firm

13. Controlled Group Sanity Check

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

14. Is SECURE 2022 law?

    By Peter Gulia, February 28, 2024
    • 21 replies
    • 8.5k views
    • 
    • Peter Gulia
    • May 25

15. OT - Judy Diamond marketing

    By Tax Cowboy, January 21, 2025   

    • marketing
    • retirement plans
    • 3 replies
    • 4.2k views
    • 
    • Chase Miller
    • May 22

16. Family attribution rules and control group

    By TennesseeVeteran, November 12, 2025
    • 7 replies
    • 3.4k views
    • 
    • Bill Presson
    • May 19

17. Cross testing - groups identified by name

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

18. DC plan deduction limit - combo plan PBGC related

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

19. Combo plan - top heavy related

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

20. Exclusion of a rehiree related

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

21. Forfeitures - Plan with Related Employers

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

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

    By ADJENN01, April 24
    • 6 replies
    • 1.3k views
    • 
    • R Griffith
    • April 29

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

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

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

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

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

    By Jakyasar, April 22
    • 25 replies
    • 1.5k views
    • 
    • Jakyasar
    • April 24

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

    By Jakyasar, April 16
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • April 16

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

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

28. Filing Form 8955 for Multiple Years in DFVCP

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

29. who is paying the employees?

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

30. Missing 1099-R

    By thepensionmaven, June 11, 2024
    • 4 replies
    • 2.7k views
    • 
    • thepensionmaven
    • April 2

31. Relius/PPD Base Document

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

32. RMD on a small amount in DBP

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

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

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

34. 414(s) related

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

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

    By Peter Gulia, March 16
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 17

36. What Year to Credit Voluntary After Tax Cont?

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

37. Rollover in service distribution

    By thepensionmaven, April 17, 2025
    • 6 replies
    • 5.1k views
    • 
    • JenniferOhio
    • March 6

38. Inflation-adjusted limits back to 1996 available

    By Carol V. Calhoun, February 26
    • 19 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • March 4

39. 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
    • 1.3k views
    • 
    • Peter Gulia
    • February 28

40. MEP Administration

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

41. Integration calculation and check on a self employed individual

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

42. Distribution Check

    By ombskid, February 24
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • February 25

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

    By Connor, February 20
    • 6 replies
    • 1.5k views
    • 
    • Artie M
    • February 24

44. Large Plan Audits: what to expect?

    By Miles Leech, February 20   

    • large plan
    • 5500
    • 6 replies
    • 1.7k views
    • 
    • RGDP
    • February 23

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

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

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

    By ASmithCPA, February 14
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • February 16

47. 403(b) plan contribution limits

    By KaJay, February 3
    • 1 reply
    • 1.3k views
    • 
    • CuseFan
    • February 3

48. Happy Groundhog Day!

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

49. coverage testing two plans in a controlled group

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

50. Mega Back Door related

    By Jakyasar, January 23
    • 6 replies
    • 1.4k views
    • 
    • Jakyasar
    • January 24