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Toggle Employee Benefits in General Employee Benefits in General

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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.

  • 511 topics
  • 1,474 replies
Can I reduce a CIC payment... - last post by Blackbirch

Church Plans

  • 256 topics
  • 483 replies
Does a non-electing Church... - last post by katieinny

Communication and Disclosure to Participants

  • 293 topics
  • 657 replies
Who gets the QDIA Notice? - last post by Lou S.

Form 5500

  • 2,359 topics
  • 7,478 replies
Business Codes - last post by K2retire

Global Benefits

  • 41 topics
  • 147 replies
Excluding from operational... - last post by Bumppo23

Litigation and Claims

  • 269 topics
  • 983 replies
Has any court found that an... - last post by mbozek

Merger and Acquisition Aspects

  • 295 topics
  • 588 replies
Employee terms and goes to... - last post by K2retire

Miscellaneous Kinds of Benefits

  • 753 topics
  • 1,651 replies
Employer Sponsored IRA Acco... - last post by eafrazier

Multiemployer Plans

Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans.

  • 465 topics
  • 1,164 replies
Withdrawal Liability and Re... - last post by Brian Haynes

Securities Law Aspects of Employee Benefit Plans

  • 101 topics
  • 239 replies
Wrongful Termination Award... - last post by Chaz

Small Businesses (issues unique to)

  • 151 topics
  • 451 replies
TPA Necessary for a Solo(K)? - last post by John Feldt ERPA CPC QPA

Toggle Retirement Plans Retirement Plans

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401(k) Plans

  • 13,355 topics
  • 52,199 replies
Use of Excess Revenue - last post by khn

403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of both tax-exempt and governmental employers.

  • 1,654 topics
  • 5,061 replies
Old TIAA Individual Contact... - last post by mbozek

457 Plans

Issues relating to 457(b) and 457(f) (nonqualified deferred compensation) plans of both tax-exempt and governmental employers

  • 617 topics
  • 1,672 replies
Fiduciary responsibility/li... - last post by Fiduciary Guidance Counsel

Correction of Plan Defects

  • 1,272 topics
  • 3,265 replies
Are corrective ER contribut... - last post by 401_noob

Cross-Tested Plans

  • 1,020 topics
  • 5,242 replies
Combo Plan design - Too Agg... - last post by John Feldt ERPA CPC QPA

Daily Valuation and Recordkeeping for Daily Valuation Programs

Issues particular to the popular "daily valuation" method of recordkeeping, for 401(k) and other retirement plans (typically including a participant-directed investment feature).

  • 104 topics
  • 301 replies
Policy to prevent exchanges - last post by QDROphile

Defined Benefit Plans, Including Cash Balance

  • 5,732 topics
  • 25,811 replies
Suppose the IRS decides to... - last post by Effen

Distributions and Loans, Other than QDROs

  • 3,042 topics
  • 9,665 replies
1099-R reporting for Excess... - last post by Lou S.

Employee Stock Ownership Plans (ESOPs)

  • 958 topics
  • 2,770 replies
My 401(k) client just becam... - last post by AlbanyConsultant

ERPA (Enrolled Retirement Plan Agent )

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. 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.

  • 37 topics
  • 176 replies
ERPA and PTIN - last post by doombuggy

Estate Planning Aspects of IRAs and Retirement Plan Benefits

  • 146 topics
  • 404 replies
Taxation of Earnings - last post by Bird

Governmental Plans

Issues particular to retirement plans (401(a) and excess benefit) of federal, state, and local government, international organizations, and Native American tribes.

  • 836 topics
  • 1,874 replies
Glen Tibble vs. Edison Inte... - last post by joel

Investment Issues (including self-directed)

  • 357 topics
  • 1,292 replies
Margin Investments - last post by CaptainObvious

IRAs and Roth IRAs

  • 2,958 topics
  • 9,037 replies
1099-R Reporting of Prohibi... - last post by lalaland

Nonqualified Deferred Compensation

  • 622 topics
  • 2,131 replies
Do I HAVE to pay interest? - last post by Mark Whitelaw

Operating a Consulting or TPA Firm

  • 226 topics
  • 958 replies
Paperless - last post by austin3515

Qualified Domestic Relations Orders (QDROs)

  • 527 topics
  • 3,146 replies
QDRO MANY years later - Sti... - last post by GMK

Plan Document Amendments

  • 636 topics
  • 1,787 replies
Various Power to Amend Rumi... - last post by Bumppo23

Plan Terminations

  • 736 topics
  • 2,205 replies
Terminating a small calenda... - last post by ESOP Guy

Retirement Plans in General

  • 3,594 topics
  • 12,127 replies
Who has final say on plan a... - last post by AlbanyConsultant

SEP, SARSEP and SIMPLE Plans

  • 1,288 topics
  • 3,364 replies
SIMPLE-IRA contributions ma... - last post by Belgarath

Toggle Product User Groups (Unofficial) Product User Groups (Unofficial)

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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.

  • 18 topics
  • 27 replies

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).

  • 553 topics
  • 1,373 replies
Relius ASP / Managed Services - last post by jkharvey

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.

  • 19 topics
  • 17 replies
Need help with Schwab RT AC... - last post by nynaeve

Toggle Continuing Professional Education Continuing Professional Education

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General Continuing Professional Education

  • 82 topics
  • 192 replies
ERPA Designation - last post by Bill Presson

ASPPA C-1 through C-4 Courses

Unofficial message board for use by people enrolled in the C-1, C-2, C-3 or C-4 courses offered by the American Society of Pension Professionals and Actuaries

  • 84 topics
  • 194 replies
CPC Exam - last post by BG5150

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