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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.

  • 519 topics
  • 1,492 replies
Earn Out After Noncompliant... - last post by EBECatty

Church Plans

  • 259 topics
  • 498 replies
ACP Testing: 403b vs. 401k - last post by Craig Garner

Communication and Disclosure to Participants

  • 295 topics
  • 658 replies
EACA Notice - last post by Belgarath

Form 5500

  • 2,383 topics
  • 7,549 replies
SAR / Late Deposits - last post by austin3515

Global Benefits

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

Litigation and Claims

  • 269 topics
  • 990 replies
In Participant's Defense - last post by HNC

Merger and Acquisition Aspects

  • 300 topics
  • 605 replies
Compliance with ACA in M... - last post by Tot

Miscellaneous Kinds of Benefits

  • 770 topics
  • 1,679 replies
Nonqualified Annuity - last post by J Simmons

Multiemployer Plans

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

  • 470 topics
  • 1,182 replies
proof of former employment... - last post by ESOP Guy

Securities Law Aspects of Employee Benefit Plans

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

Toggle Retirement Plans Retirement Plans

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401(k) Plans

  • 13,528 topics
  • 53,113 replies
Prevailing wage & 410(b) - last post by TPApril

403(b) Plans, Accounts or Annuities

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

  • 1,669 topics
  • 5,106 replies
Nonvested Employer Contribu... - last post by QDROphile

457 Plans

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

  • 621 topics
  • 1,689 replies
457(b) Plan - last post by jpod

Correction of Plan Defects

  • 1,294 topics
  • 3,335 replies
Loan VCP After Deemed Distr... - last post by Belgarath

Cross-Tested Plans

  • 1,026 topics
  • 5,269 replies
Prevailing wage cross-teste... - last post by TPApril

Defined Benefit Plans, Including Cash Balance

  • 5,770 topics
  • 25,983 replies
Software for Cash Balance P... - last post by ubermax

Distributions and Loans, Other than QDROs

  • 3,070 topics
  • 9,807 replies
death benefit to spouse, ou... - last post by Appleby

Employee Stock Ownership Plans (ESOPs)

  • 961 topics
  • 2,786 replies
Questions to ask when termi... - last post by ESOP Guy

ERPA (Enrolled Retirement Plan Agent)

Discussion of anything pertaining to the ERPA designation, including the procedural aspects of the needed examinations. Not affiliated with American Institute of Retirement Education, LLC (AIRE). For official information, see ERPAexam.org.

  • 37 topics
  • 177 replies
ERPA & QPA vs QKA vs AP... - last post by boidsy

Estate Planning Aspects of IRAs and Retirement Plan Benefits

  • 149 topics
  • 411 replies
Naming trust as IRA/ret pla... - last post by Calavera

Governmental Plans

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

  • 839 topics
  • 1,890 replies
Can DB Plan Forfeit Vested... - last post by Carol V. Calhoun

Investment Issues (including self-directed)

  • 463 topics
  • 1,597 replies
Terminating a PS plan that... - last post by katieinny

IRAs and Roth IRAs

  • 2,968 topics
  • 9,069 replies
Help with Simple IRA plan-... - last post by MaryM

Nonqualified Deferred Compensation

  • 625 topics
  • 2,152 replies
Do I HAVE to pay interest? - last post by My 2 cents

Operating a Consulting or TPA Firm

  • 227 topics
  • 960 replies
Paperless - last post by Hojo

Qualified Domestic Relations Orders (QDROs)

  • 531 topics
  • 3,187 replies
QDRO - missing ? - last post by david rigby

Plan Document Amendments

  • 640 topics
  • 1,813 replies
PPA Restatement of Safe Har... - last post by Belgarath

Plan Terminations

  • 742 topics
  • 2,226 replies
Social Security Integration - last post by david rigby

Retirement Plans in General

  • 3,719 topics
  • 12,550 replies
Future Service Credit - last post by John Feldt ERPA CPC QPA

SEP, SARSEP and SIMPLE Plans

  • 1,293 topics
  • 3,371 replies
SEP & traditional IRA - last post by Bird

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

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).

  • 555 topics
  • 1,375 replies
Annual nondiscrimination te... - last post by hunter001

Toggle Continuing Professional Education Continuing Professional Education

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General Continuing Professional Education

  • 83 topics
  • 194 replies
LLM? - last post by Zorro1k

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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