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| Welcome back; your last visit was: Feb 9 2010, 11:08 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 |
312 | 1,141 |  Jan 29 2010, 10:58 AMIn: Notice 2010-6 Disclosure of "a... By: usafa89 |
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Church Plans
Forum Led by: Danny Miller |
195 | 328 | Jan 30 2010, 09:41 AM In: IRS Letter Ruling to Stop 5500... By: jw721 |
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Communication and Disclosure to Participants
Forum Led by: Chuck Miller |
223 | 462 | Feb 5 2010, 12:49 PM In: Safe Harbor Plan By: Tom Poje |
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Form 5500
Forum Led by: Fredman |
1,572 | 4,656 | Feb 9 2010, 10:44 AM In: Slew of IRS penalty letters By: VEBAPLAN |
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Global Benefits
Forum Led by: akwallace |
35 | 110 | Dec 1 2009, 06:35 PM In: Life Insurance Options for Ira... By: lmccormick |
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Litigation and Claims
Forum Led by: Brian Ortelere |
228 | 785 | Feb 8 2010, 05:29 PM In: Is it legal to hold client mat... By: Pension250 |
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Merger and Acquisition Aspects
Forum Led by: David Baker |
225 | 411 | Dec 24 2009, 09:57 AM In: Merging two 401(k) plans By: Form5500Guru™ |
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Miscellaneous Kinds of Benefits
Forum Led by: Sheila K |
709 | 1,555 | Jan 25 2010, 02:26 PM In: Section 132(f) and Ferries By: Sheila K |
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Multiemployer Plans
Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans. Forum Led by: David Baker |
319 | 854 | Feb 6 2010, 06:08 PM In: Multiemployer Benefits to non ... By: Adam Kotlar |
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Securities Law Aspects of Employee Benefit Plans
Forum Led by: Kirk Maldonado |
84 | 198 | Feb 9 2010, 10:41 AM In: 412(i) 419 captives section 79... By: VEBAPLAN |
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Small Businesses (issues unique to)
Forum Led by: BobParks |
124 | 350 | Jan 25 2010, 11:50 AM In: 412(i) 419 captives and sectio... By: VEBAPLAN |
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401(k) Plans
Forum Led by: Mike Preston |
10,201 | 38,845 | Feb 9 2010, 09:56 AM In: Weird Matching Contribution Al... By: jackig |
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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 |
1,285 | 3,868 | Feb 9 2010, 10:36 AM In: Age Discrimination By: mif2000 |
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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 |
480 | 1,337 | Feb 9 2010, 10:25 AM In: Trusts for 457(b) Plans By: jpod |
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Bank Trust Officers (working with)
Forum Led by: David Baker |
18 | 49 | Feb 1 2010, 04:59 PM In: Claim Denied by Trustee? By: GMK |
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Correction of Plan Defects
Forum Led by: njwhite |
866 | 2,095 | Feb 3 2010, 01:46 PM In: Improper Distribution of Defer... By: PMC |
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Cross-Tested Plans
Forum Led by: Tom Poje, AndyH |
831 | 4,302 | Feb 4 2010, 02:06 PM In: Ambiguous Classifications By: Spencer |
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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: David Baker |
95 | 281 | Aug 3 2009, 10:26 AM In: Daily Valuation Vendors? By: ssimoneaux |
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Defined Benefit Plans, Including Cash Balance
Forum Led by: Lorraine Dorsa, david rigby |
4,316 | 20,165 | Feb 9 2010, 03:02 AM In: Son in Plan By: Mike Preston |
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Distributions and Loans, Other than QDROs
Forum Led by: David Baker |
2,369 | 7,234 | Feb 6 2010, 03:26 AM In: New QOSA Rules By: Mike Preston |
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Employee Stock Ownership Plans (ESOPs)
Forum Led by: Larry Goldberg, RLL, BeckyMiller |
807 | 2,193 | Feb 8 2010, 03:03 PM In: EGTRRA Restatement Determ. Let... By: A Shot in the Dark |
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Estate Planning Aspects of IRAs and Retirement Plan Benefits
Forum Led by: Noel C Ice |
133 | 334 | Jan 8 2010, 04:47 PM In: Content needed for two By: VEBAPLAN |
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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 |
747 | 1,643 | Feb 8 2010, 05:00 PM In: Changing to a hybrid plan By: Doug P |
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Investment Issues (including self-directed)
Forum Led by: David Baker |
266 | 938 | Feb 9 2010, 10:35 AM In: Separate Account for Owner Onl... By: Sieve |
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IRAs and Roth IRAs
Forum Led by: David Hammond CISP, John G, Appleby |
2,799 | 8,326 | Feb 8 2010, 07:57 PM In: 2010 Roth Conversion - In Serv... By: mbozek |
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Nonqualified Deferred Compensation
Forum Led by: TCWalker |
568 | 1,983 | Nov 25 2009, 03:29 PM In: NQDC Deferrals reduce 401(k) e... By: XTitan |
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Operating a Consulting or TPA Firm
Forum Led by: David Baker |
162 | 687 | Feb 8 2010, 12:10 PM In: Client Firm Bought By: Below Ground |
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Qualified Domestic Relations Orders (QDROs)
Forum Led by: mbozek |
401 | 2,391 | Feb 5 2010, 12:43 PM In: Allocation of QDRO payout amon... By: Sieve |
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Plan Document Amendments
Forum Led by: Lynn Campbell |
468 | 1,326 | Feb 8 2010, 02:48 PM In: Retroactive Amendments By: rcline46 |
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Plan Terminations
Forum Led by: david rigby |
552 | 1,653 | Feb 5 2010, 06:23 PM In: New Participants In A Terminat... By: QDROphile |
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Retirement Plans in General
Forum Led by: ERead |
2,818 | 9,438 | Feb 5 2010, 04:05 PM In: nevermind By: david rigby |
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Retirement Plans Policy
Forum Led by: Franklin Evans |
35 | 232 | Jan 13 2010, 03:50 PM In: Amendment and Restatement of a... By: Blinky the 3-eyed Fish |
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SEP, SARSEP and SIMPLE Plans
Forum Led by: Gary Lesser |
1,077 | 2,778 | Feb 1 2010, 03:29 PM In: Sep's and Unions By: Gary Lesser |
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Computers
Forum Led by: David Baker |
38 | 65 | Aug 4 2009, 01:00 PM In: Paperless files for a client m... By: imchipbrown |
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How to Use the Message Boards (the "Forums")
Forum Led by: David Baker |
113 | 340 | Jan 4 2010, 09:02 AM In: Large type By: Bird |
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Humor
Forum Led by: David Baker |
163 | 549 | Feb 8 2010, 12:21 PM In: Arrest Report By: Tom: |
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Inspiration
Forum Led by: David Baker |
45 | 150 | Dec 21 2009, 10:59 AM In: Holiday Greetings By: Andy the Actuary |
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Miscellany
Forum Led by: David Baker |
154 | 1,245 | Jan 31 2010, 01:25 AM In: Salary for Pension Administrat... By: PhxSunDevil |
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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 |
18 | 23 | Oct 21 2009, 02:24 PM In: Blaze SSI Proposal System By: Tinman |
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InvestLink's TotalServiceManager
Product home page: http://www.invlink.com/ Forum Led by: David 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 |
479 | 1,158 | Jan 29 2010, 05:33 PM In: 1099-R/1096/945 forms By: pmacduff |
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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: David Baker |
70 | 125 | Jan 25 2010, 12:14 PM In: ASPPA CPC Module on Non-qualif... By: Spock |
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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: David Baker |
18 | 67 | Nov 10 2009, 04:14 PM In: 2009 DB Exam - Top Heavy Accru... By: david rigby |
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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: David 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: David Baker |
5 | 10 | Apr 29 2005, 02:31 PM In: C3 practice questions By: Harwood |
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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: David Baker |
14 | 7 | Jun 11 2008, 01:13 PM In: C4 By: mitchk |
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