Toggle Employee Benefits in General Employee Benefits in General
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409A IssuesCompliance and design issues particular to section 409A of the Internal Revenue Code, its regulations and revenue rulings or procedures elaborating upon 409A's requirements. |
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Church Plans |
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Communication and Disclosure to Participants |
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Form 5500 |
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Global Benefits |
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Litigation and Claims |
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Merger and Acquisition Aspects |
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Miscellaneous Kinds of Benefits |
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Multiemployer PlansIssues particular to multiemployer (collectively bargained) pension or welfare benefit plans. |
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Securities Law Aspects of Employee Benefit Plans |
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Small Businesses (issues unique to) |
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Toggle Health & Welfare Plans Health & Welfare Plans
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Cafeteria Plans |
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Health & Welfare Plans in General |
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Health Care Coalitions |
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Health Plans in General, Including COBRA and HIPAA |
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Health Plans Policy |
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Health Savings Accounts (HSAs) |
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Long Term Care Insurance |
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Tuition Assistance Plans |
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VEBAs |
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Voluntary Employee Benefits |
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Toggle Retirement Plans Retirement Plans
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401(k) Plans |
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403(b) Plans, Accounts or AnnuitiesIssues particular to 403(b) arrangements of both tax-exempt and governmental employers. |
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457 PlansIssues relating to 457(b) and 457(f) (nonqualified deferred compensation) plans of both tax-exempt and governmental employers |
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Correction of Plan Defects |
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Cross-Tested Plans |
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Daily Valuation and RecordkeepingIssues particular to the popular "daily valuation" method of recordkeeping, for 401(k) and other retirement plans (typically including a participant-directed investment feature). |
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Defined Benefit Plans, Including Cash Balance |
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Distributions and Loans, Other than QDROs |
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Employee Stock Ownership Plans (ESOPs) |
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ERPA (Enrolled Retirement Plan Agent )The Office of Professional Responsibility (OPR) of the Internal Revenue Service (IRS) with the Tax Exempt and Government Entities Division (TE/GE) implemented the recommendation of the Advisory Committee for Tax Exempt and Government Entities (ACT) that a new category of limited scope practitioner be created. This practitioner is known as an "Enrolled Retirement Plan Agent" or "ERPA." The ERPA program is established under Circular 230 of the US Department of the Treasury and will be administered by the Office of Professional Responsibility. The IRS awarded the American Institute of Retirement Education, LLC (AIRE) the contract to conduct the examinations for the ERPA program.
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Estate Planning Aspects of IRAs and Retirement Plan Benefits |
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Governmental PlansIssues particular to retirement plans (401(a) and excess benefit) of federal, state, and local government, international organizations, and Native American tribes. |
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Investment Issues (including self-directed) |
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IRAs and Roth IRAs |
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Nonqualified Deferred Compensation |
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Operating a Consulting or TPA Firm |
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Qualified Domestic Relations Orders (QDROs) |
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Plan Document Amendments |
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Plan Terminations |
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Retirement Plans in General |
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Retirement Plans Policy |
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SEP, SARSEP and SIMPLE Plans |
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Toggle Boards Other Than Employee Benefits Boards Other Than Employee Benefits
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Computers |
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How to Use the Message Boards (the "Forums") |
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Humor |
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Inspiration |
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Miscellany |
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Toggle Product User Groups (Unofficial) Product User Groups (Unofficial)
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BLAZE SSIFree information and help from other BLAZE SSI software users. This unofficial message board is not affiliated with BLAZE SSI. |
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InvestLink's TotalServiceManagerProduct home page: http://www.invlink.com/ |
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Relius Administration (Quantech) UsersFree 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). |
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Schwab RT Recordkeeping UsersFree information and help from other users of Schwab RT Recordkeeping defined contribution software. This unofficial message board is not affiliated with Schwab Retirement Technologies. |
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Toggle Continuing Professional Education Continuing Professional Education
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General Continuing Professional Education |
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ASPPA C1 - Admin & Qualif IssuesUnofficial message board for use by people enrolled in the C-1 course offered by the American Society of Pension Professionals & Actuaries |
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ASPPA C2 (DB) - Admin Issues of DB PlansUnofficial message board for use by people enrolled in the C-2 (DB) course offered by the American Society of Pension Professionals & Actuaries |
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ASPPA C2 (DC) - Admin Issues of DC PlansUnofficial 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) |
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ASPPA C3 - Finan & Fiduc Aspects of Qual PlansUnofficial message board for use by people enrolled in the C-3 course offered by the American Society of Pension Professionals & Actuaries |
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ASPPA C4 - Advan Ret Plan ConsultingUnofficial message board for use by people enrolled in the C-4 course offered by the American Society of Pension Professionals & Actuaries |
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