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| Welcome back; your last visit was: Jul 25 2008, 05:18 AM |
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409A Issues
Compliance and design issues particular to section 409A of the Internal Revenue Code, its regulations and revenue rulings or procedures elaborating upon 409A's requirements. Forum Led by: Lori Friedman |
181 | 825 |  Jul 21 2008, 08:53 PMIn: Scope of Plan Aggregation By: SycamoreFan |
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Church Plans
Forum Led by: Danny Miller |
168 | 266 | Jul 22 2008, 12:47 PM In: 403B and a SEP plan Both? By: carolinawind |
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Communication and Disclosure to Participants
Forum Led by: Chuck Miller |
190 | 354 | Jul 16 2008, 02:00 PM In: Return to sender or wrong addr... By: JanetM |
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Form 5500
Forum Led by: Fredman |
1,357 | 3,884 | Jul 24 2008, 05:21 PM In: Wrong Plan Effective Date By: Medusa |
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Global Benefits
Forum Led by: akwallace |
27 | 95 | Mar 13 2008, 04:54 PM In: Carrier Suggestions? By: Phil C |
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Litigation and Claims
Forum Led by: Brian Ortelere |
205 | 623 | Jul 24 2008, 05:23 PM In: ERISA Preemption By: Sieve |
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Merger and Acquisition Aspects
Forum Led by: |
200 | 353 | Jul 24 2008, 11:23 PM In: Asset sale - maintain 401k pla... By: masteff |
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Miscellaneous Kinds of Benefits
Forum Led by: Sheila K |
678 | 1,469 | Jul 17 2008, 04:11 PM In: Serve as employee and a consul... By: GBurns |
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Multiemployer Plans
Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans. |
244 | 689 | Jul 25 2008, 12:40 AM In: ERISA Preemption By: vebaguru |
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Securities Law Aspects of Employee Benefit Plans
Forum Led by: Kirk Maldonado |
77 | 183 | Jul 1 2008, 07:27 AM In: Son acting in capacity of inve... By: blue |
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Small Businesses (issues unique to)
Forum Led by: BobParks |
110 | 296 | Jul 23 2008, 11:08 AM In: COBRA & Medical Insurance ... By: Matthew Tae |
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401(k) Plans
Forum Led by: Mike Preston |
8,981 | 33,567 | Jul 24 2008, 11:44 PM In: Rollover/conversion to Roth 40... By: masteff |
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403(b) Plans, Accounts or Annuities
Issues particular to 403(b) arrangements of both tax-exempt and governmental employers. Forum Led by: Carol V. Calhoun |
1,144 | 3,323 | Jul 23 2008, 11:51 AM In: Current employer allows employ... By: joel |
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457 Plans
Issues relating to 457(b) and 457(f) (nonqualified deferred compensation) plans of both tax-exempt and governmental employers Forum Led by: Carol V. Calhoun, Tom Geer |
427 | 1,236 | Jul 22 2008, 12:34 PM In: 457B vs 401K - Employer Contri... By: jrschmid |
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Bank Trust Officers (working with)
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14 | 39 | Feb 20 2008, 10:36 AM In: FAS 157 By: J2D2 |
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Correction of Plan Defects
Forum Led by: njwhite |
715 | 1,671 | Jul 25 2008, 12:43 AM In: Controlled Group Actually Mult... By: vebaguru |
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Cross-Tested Plans
Forum Led by: Tom Poje, AndyH |
771 | 3,934 | Jul 23 2008, 09:33 AM In: How to prevent partnership fro... By: ak2ary |
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Daily Valuation and Recordkeeping
Issues particular to the popular "daily valuation" method of recordkeeping, for 401(k) and other retirement plans (typically including a participant-directed investment feature). Forum Led by: |
86 | 231 | Jun 25 2008, 09:04 AM In: DB & DC combination By: Earl |
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Defined Benefit Plans, Including Cash Balance
Forum Led by: Lorraine Dorsa, david rigby |
3,408 | 15,784 | Jul 24 2008, 10:05 PM In: 415 increases By: Effen |
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Distributions and Loans, Other than QDROs
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2,058 | 6,023 | Jul 24 2008, 12:25 PM In: adding loan policy By: Lori H |
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Employee Stock Ownership Plans (ESOPs)
Forum Led by: Larry Goldberg, RLL, BeckyMiller |
756 | 2,036 | Jul 24 2008, 03:59 PM In: Unreleased shares after loan i... By: tmills |
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Estate Planning Aspects of IRAs and Retirement Plan Benefits
Forum Led by: Noel C Ice |
118 | 271 | Jun 25 2008, 01:17 PM In: IRA Investment in Real Estate By: mwyatt |
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Governmental Plans
Issues particular to retirement plans (401(a) and excess benefit) of federal, state, and local government, international organizations, and Native American tribes. Forum Led by: Carol V. Calhoun |
713 | 1,573 | Jul 21 2008, 04:13 PM In: Sarbanes Oxley Notice for Gove... By: Laura Harrington |
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Investment Issues (including self-directed)
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215 | 721 | Jul 22 2008, 05:49 PM In: Sponsor Lease from Partially P... By: vebaguru |
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IRAs and Roth IRAs
Forum Led by: David Hammond CISP, John G, Appleby |
2,682 | 7,752 | Jul 25 2008, 01:06 AM In: Personal Guaranty Creates Proh... By: vebaguru |
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Nonqualified Deferred Compensation
Forum Led by: TCWalker |
546 | 1,889 | Jul 23 2008, 07:44 AM In: NQDC for closely held corporat... By: jpod |
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Operating a Consulting or TPA Firm
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143 | 611 | Jun 20 2008, 01:56 PM In: Breaking In To The Business By: ak2ary |
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Qualified Domestic Relations Orders (QDROs)
Forum Led by: mbozek |
337 | 1,969 | Jul 16 2008, 12:53 PM In: Made pursuant to a State domes... By: J Simmons |
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Plan Document Amendments
Forum Led by: Lynn Campbell |
349 | 920 | Jul 15 2008, 02:55 PM In: Convert or Merge MPP By: Below Ground |
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Plan Terminations
Forum Led by: david rigby |
463 | 1,376 | Jul 24 2008, 02:28 PM In: Partial Terminations By: Sabadee! |
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Retirement Plans in General
Forum Led by: ERead |
2,474 | 8,177 | Jul 25 2008, 12:01 AM In: Changing the definition of com... By: Blinky the 3-eyed Fish |
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Retirement Plans Policy
Forum Led by: Franklin Evans |
31 | 207 | May 15 2008, 09:09 AM In: 401a vs. WV TRS(teacher retire... By: Steelerfan |
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SEP, SARSEP and SIMPLE Plans
Forum Led by: Gary Lesser |
986 | 2,523 | Jul 21 2008, 06:29 PM In: Simple _ Changing Eligibility By: Gary Lesser |
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Computers
Forum Led by: Dave Baker |
37 | 61 | Jul 11 2008, 12:54 PM In: Suggestions for stand alone an... By: david rigby |
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How to Use the Message Boards (the "Forums")
Forum Led by: Dave Baker |
91 | 225 | Jul 14 2008, 05:20 PM In: Need to login multiple times By: Dave Baker |
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Humor
Forum Led by: Dave Baker |
134 | 419 | Jul 10 2008, 11:05 AM In: Stupid people vs. stupid acts By: Don Levit |
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Inspiration
Forum Led by: Dave Baker |
40 | 131 | Dec 13 2007, 04:52 AM In: Gratitude - A Matter of Perspe... By: AMH9 |
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Miscellany
Forum Led by: Dave Baker |
122 | 976 | Jul 23 2008, 01:33 PM In: ok all you so called college f... By: Bill Presson |
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BLAZE SSI
Free information and help from other BLAZE SSI software users. This unofficial message board is not affiliated with BLAZE SSI. Forum Led by: Cathy from Chicago |
17 | 22 | Oct 30 2007, 12:48 PM In: This group.... By: awojtaszek |
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InvestLink's TotalServiceManager
Product home page: http://www.invlink.com/ |
7 | 7 | Aug 22 2005, 04:02 PM In: Disparaging Remarks By: E as in ERISA |
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Relius Administration (Quantech) Users
Free information and help from other users of Relius Administration (Quantech). This unofficial message board is not affiliated with Sungard Corbel, makers of Relius Administration (Quantech). Forum Led by: JohnB10 |
452 | 1,082 | Jul 23 2008, 09:01 AM In: Relius report to check safe ha... By: Jim Chad |
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Schwab RT Recordkeeping Users
Free information and help from other users of Schwab RT Recordkeeping defined contribution software. This unofficial message board is not affiliated with Schwab Retirement Technologies. Forum Led by: JimJ |
18 | 17 | Oct 30 2006, 11:46 AM In: Balance forward statements By: jehmig |
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General Continuing Professional Education
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63 | 93 | Apr 28 2008, 11:08 AM In: Continuing Ed Credits for APA By: DazedAndConfused |
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ASPPA C1 - Admin & Qualif Issues
Unofficial message board for use by people enrolled in the C-1 course offered by the American Society of Pension Professionals & Actuaries Forum Led by: amy cavanaugh |
15 | 44 | Mar 14 2007, 10:07 AM In: Used 2006 DC-1 Book By: Lori Ray |
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ASPPA C2 (DB) - Admin Issues of DB Plans
Unofficial message board for use by people enrolled in the C-2 (DB) course offered by the American Society of Pension Professionals & Actuaries |
15 | 59 | Mar 27 2008, 01:43 PM In: Spring DB and C3 Exams By: trying2understand |
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ASPPA C2 (DC) - Admin Issues of DC Plans
Unofficial message board for use by people enrolled in the C-2 (DC) course offered by the American Society of Pension Professionals & Actuaries (not affiliated with BenefitsLink) |
30 | 55 | Jun 4 2007, 11:17 AM In: DC-2 Sample Exam? By: Tom Poje |
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ASPPA C3 - Finan & Fiduc Aspects of Qual Plans
Unofficial message board for use by people enrolled in the C-3 course offered by the American Society of Pension Professionals & Actuaries |
5 | 10 | Apr 29 2005, 02:31 PM In: C3 practice questions By: Harwood |
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ASPPA C4 - Advan Ret Plan Consulting
Unofficial message board for use by people enrolled in the C-4 course offered by the American Society of Pension Professionals & Actuaries |
14 | 7 | Jun 11 2008, 01:13 PM In: C4 By: mitchk |
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