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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.

  • 507 topics
  • 1,463 replies
Short-Term Deferral - last post by ERISA-Bubs

Church Plans

  • 253 topics
  • 468 replies
May a non-electing church p... - last post by david rigby

Communication and Disclosure to Participants

  • 288 topics
  • 648 replies
Spanish SPD - last post by Calavera

Form 5500

  • 2,348 topics
  • 7,417 replies
Form 5500-SUP - last post by shERPA

Global Benefits

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

Litigation and Claims

  • 269 topics
  • 992 replies
Has any court found that an... - last post by My 2 cents

Merger and Acquisition Aspects

  • 291 topics
  • 573 replies
Dealing with Final Deferral... - last post by QDROphile

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.

  • 461 topics
  • 1,155 replies
Section 6056 Reporting - last post by DTK_NJ

Securities Law Aspects of Employee Benefit Plans

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

Small Businesses (issues unique to)

  • 147 topics
  • 440 replies
trust as owner in 401k - last post by QDROphile

Toggle Retirement Plans Retirement Plans

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401(k) Plans

  • 13,226 topics
  • 51,508 replies
Early Retirement Feature an... - last post by Lou S.

403(b) Plans, Accounts or Annuities

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

  • 1,645 topics
  • 5,012 replies
TIAA Class Action Settlement? - last post by Deborah Grace

457 Plans

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

  • 611 topics
  • 1,650 replies
Employer contribution requi... - last post by QDROphile

Correction of Plan Defects

  • 1,259 topics
  • 3,227 replies
How Do I Classify Loan Paym... - last post by Lou S.

Cross-Tested Plans

  • 1,011 topics
  • 5,188 replies
Vesting on 11g amendment - last post by rcline46

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).

  • 103 topics
  • 300 replies
dividends received after pa... - last post by My 2 cents

Defined Benefit Plans, Including Cash Balance

  • 5,698 topics
  • 25,622 replies
PVAB used for RMD - last post by Lou S.

Distributions and Loans, Other than QDROs

  • 3,018 topics
  • 9,569 replies
RMD-former 5% owner - last post by Kevin C

Employee Stock Ownership Plans (ESOPs)

  • 955 topics
  • 2,765 replies
Questions to ask when termi... - last post by ESOP Guy

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.

  • 35 topics
  • 166 replies
ERPA Renewal confirmation? - last post by Bill Presson

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.

  • 835 topics
  • 1,846 replies
amendment to pick-up provis... - last post by Fisher

Investment Issues (including self-directed)

  • 357 topics
  • 1,287 replies
Is oil well income unrelate... - last post by K2retire

IRAs and Roth IRAs

  • 2,953 topics
  • 9,019 replies
Qualified Plan Rollover to... - last post by JKY

Nonqualified Deferred Compensation

  • 620 topics
  • 2,120 replies
Parent vs. Subsidiary Spons... - last post by SycamoreFan

Operating a Consulting or TPA Firm

  • 225 topics
  • 947 replies
Selling My Firm - last post by TPAacquistion101

Qualified Domestic Relations Orders (QDROs)

  • 525 topics
  • 3,133 replies
415 Limit and QDRO Award - last post by Mike Preston

Plan Document Amendments

  • 629 topics
  • 1,768 replies
Changing a PPA Amendment - last post by Susan S.

Plan Terminations

  • 727 topics
  • 2,174 replies
What Happens? - last post by Andy the Actuary

Retirement Plans in General

  • 3,562 topics
  • 11,995 replies
After Tax Contributions - last post by perkinsran

SEP, SARSEP and SIMPLE Plans

  • 1,278 topics
  • 3,332 replies
SEP IRA - contribution clas... - last post by Appleby

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
  • 1,368 replies
minimum distributions - last post by Tom Poje

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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