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| Welcome back; your last visit was: May 21 2012, 07:25 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 |
447 | 1,370 |  May 21 2012, 04:53 AMIn: statute of limitations for 409... By: fjfj |
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Church Plans
Forum Led by: Danny Miller |
231 | 412 | May 7 2012, 11:55 AM In: Church Plans and management By: PensionPro |
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Communication and Disclosure to Participants
Forum Led by: Chuck Miller |
258 | 554 | May 7 2012, 01:01 PM In: Employee benefit documentation... By: tm3333 |
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Form 5500
Forum Led by: Fredman |
2,107 | 6,512 | May 16 2012, 05:16 PM In: 8955-SSA Rehires By: Kevin C |
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Global Benefits
Forum Led by: akwallace |
38 | 130 | Dec 26 2011, 05:41 AM In: Foreign Corporation as Plan Sp... By: darknight |
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Litigation and Claims
Forum Led by: Brian Ortelere |
252 | 876 | Apr 25 2012, 07:28 PM In: Characterization of litigation... By: mbozek |
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Merger and Acquisition Aspects
Forum Led by: Dave Baker |
255 | 479 | Apr 19 2012, 04:46 PM In: Vesting under Merged Plan By: david rigby |
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Miscellaneous Kinds of Benefits
Forum Led by: Sheila K |
735 | 1,615 | May 1 2012, 05:10 PM In: Incentive Stock Options By: Randy Watson |
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Multiemployer Plans
Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans. Forum Led by: Dave Baker |
423 | 1,048 | May 17 2012, 11:22 AM In: Successive Transactions in Sam... By: Brian Haynes |
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Securities Law Aspects of Employee Benefit Plans
Forum Led by: Kirk Maldonado, Chaz |
95 | 224 | May 9 2012, 05:44 AM In: Voting Employer Securities By: ESOP Guy |
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Small Businesses (issues unique to)
Forum Led by: BobParks |
140 | 411 | Mar 15 2012, 06:43 PM In: Focus Group for new entreprene... By: TPAlien |
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401(k) Plans
Forum Led by: Mike Preston |
11,828 | 45,055 | May 18 2012, 05:45 PM In: Fiduciary Audit Firm By: mbozek |
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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 |
1,489 | 4,443 | May 15 2012, 11:37 AM In: Plan Fiduciary in ERISA 403(b)... By: mbozek |
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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 |
564 | 1,543 | May 14 2012, 11:54 AM In: 408b2 and 457(b) tax exempt By: mbozek |
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Correction of Plan Defects
Forum Led by: njwhite |
1,086 | 2,656 | May 17 2012, 09:57 PM In: lost earnings on late LOAN dep... By: Earl |
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Cross-Tested Plans
Forum Led by: Tom Poje, AndyH |
933 | 4,793 | May 18 2012, 12:21 PM In: Age to Normalize Benefits By: AndyH |
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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: Dave Baker |
100 | 289 | Feb 6 2012, 11:36 PM In: nonprofit investment/plan doc ... By: ERISAtoolkit.com |
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Defined Benefit Plans, Including Cash Balance
Forum Led by: Lorraine Dorsa, david rigby |
5,189 | 23,378 | May 18 2012, 06:06 PM In: Compensation... can we use By: mbozek |
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Distributions and Loans, Other than QDROs
Forum Led by: Dave Baker |
2,703 | 8,326 | May 18 2012, 02:04 PM In: RMD/RBD By: david rigby |
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Employee Stock Ownership Plans (ESOPs)
Forum Led by: Larry Goldberg, RLL, BeckyMiller |
883 | 2,416 | May 18 2012, 12:14 PM In: Timing of Distributions By: Marcus R Piquet |
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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. This message board serves as an unofficial watering hole for persons interested in discussing anything pertaining to the ERPA designation, including the procedural aspects of the needed examinations. The message board is sponsored by BenefitsLink.com, which is not affiliated with AIRE (but we're a big fan!). AIRE is not responsible for any content on this message board. For official information about ERPA or AIRE, please see the official web site at ERPAexam.org Welcome to the message board! Forum Led by: Stephen P. Taft QPA CPS |
18 | 88 | Apr 30 2012, 03:29 PM In: misspelled name on erpa materi... By: shERPA |
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Estate Planning Aspects of IRAs and Retirement Plan Benefits
Forum Led by: Noel C Ice |
142 | 387 | Feb 23 2012, 05:59 PM In: DB plan included in Estate By: mbozek |
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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 |
798 | 1,733 | Apr 26 2012, 12:16 PM In: Volunteer Firemen By: PensionPro |
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Investment Issues (including self-directed)
Forum Led by: Dave Baker |
320 | 1,151 | May 21 2012, 07:19 AM In: Investment in IPO's By: BG5150 |
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IRAs and Roth IRAs
Forum Led by: David Hammond CISP, John G, Appleby |
2,907 | 8,737 | May 10 2012, 12:41 PM In: Rolling real estate from quali... By: mbozek |
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Nonqualified Deferred Compensation
Forum Led by: TCWalker |
607 | 2,054 | Apr 12 2012, 10:49 AM In: Voluntary Separation Pay Plan ... By: Everett Moreland |
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Operating a Consulting or TPA Firm
Forum Led by: Dave Baker |
186 | 785 | May 18 2012, 12:00 PM In: Focus Group for new entreprene... By: GBurns |
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Qualified Domestic Relations Orders (QDROs)
Forum Led by: mbozek |
462 | 2,772 | May 3 2012, 12:16 PM In: child support levy By: QDROphile |
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Plan Document Amendments
Forum Led by: Lynn Campbell |
571 | 1,607 | Apr 13 2012, 10:49 AM In: Interim Amendments - Correctio... By: ERISAtoolkit.com |
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Plan Terminations
Forum Led by: david rigby |
654 | 1,937 | May 16 2012, 02:50 PM In: Plan terminaiton with a mortga... By: doombuggy |
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Retirement Plans in General
Forum Led by: ERead |
3,176 | 10,510 | May 21 2012, 07:06 AM In: Nondiscrimination testing By: Belgarath |
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Retirement Plans Policy
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38 | 247 | May 8 2012, 11:46 PM In: About to Retire By: charlesperry |
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SEP, SARSEP and SIMPLE Plans
Forum Led by: Gary Lesser |
1,195 | 3,072 | May 16 2012, 01:43 PM In: small business owner needing h... By: ERISAtoolkit.com |
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Computers
Forum Led by: Dave Baker |
45 | 91 | May 16 2012, 04:15 PM In: Datair PE Win question By: pmacduff |
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How to Use the Message Boards (the "Forums")
Forum Led by: Dave Baker |
127 | 432 | Mar 12 2012, 01:40 PM In: How to report spam in PM? By: EPCRSGuru |
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Humor
Forum Led by: Dave Baker |
202 | 751 | May 4 2012, 10:29 AM In: Unfortunately, This Is the Rig... By: Andy the Actuary |
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Inspiration
Forum Led by: Dave Baker |
47 | 158 | Jun 28 2011, 12:03 PM In: Things I Wish I Had Known When... By: QuerkyNerdyPensionGirl |
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Miscellany
Forum Led by: Dave Baker |
214 | 1,648 | May 2 2012, 03:54 PM In: Congratulations Dave and Benef... By: Appleby |
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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 |
19 | 27 | Apr 12 2011, 02:07 PM In: Company Transaction By: Tom: |
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InvestLink's TotalServiceManager
Product home page: http://www.invlink.com/ Forum Led by: Dave Baker |
7 | 8 | Jun 23 2009, 04:27 AM In: How do I create a message boar... By: Allezlesgars |
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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 |
534 | 1,307 | May 15 2012, 12:23 PM In: ssa report and ft william By: Tom Poje |
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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 |
19 | 17 | Sep 25 2009, 11:41 AM In: Need help with Schwab RT ACA m... By: nynaeve |
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General Continuing Professional Education
Forum Led by: Dave Baker |
76 | 142 | Jan 20 2012, 12:33 PM In: ERPA - 2012 By: Betsy Oakey |
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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 Forum Led by: Dave Baker |
19 | 70 | Aug 18 2010, 06:29 AM In: DB Exam By: Tom Poje |
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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) Forum Led by: Dave Baker |
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 Forum Led by: Dave Baker |
6 | 17 | Feb 25 2011, 11:05 AM In: CPC Exam By: QuerkyNerdyPensionGirl |
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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 Forum Led by: Dave Baker |
14 | 7 | Jun 11 2008, 01:13 PM In: C4 By: mitchk |
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