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| Welcome back; your last visit was: Aug 8 2008, 02:20 PM |
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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 |
185 | 829 |  Aug 7 2008, 04:26 PMIn: Determinable Amount By: Floridaattorney |
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Church Plans
Forum Led by: Danny Miller |
168 | 267 | Jul 25 2008, 10:03 PM In: 403B and a SEP plan Both? By: ERISAnut |
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Communication and Disclosure to Participants
Forum Led by: Chuck Miller |
190 | 356 | Jul 30 2008, 01:36 PM In: Return to sender or wrong addr... By: benji |
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Form 5500
Forum Led by: Fredman |
1,360 | 3,924 | Aug 8 2008, 02:05 PM In: How accurate are you with part... By: BG5150 |
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Global Benefits
Forum Led by: akwallace |
27 | 95 | Mar 13 2008, 04:54 PM In: Carrier Suggestions? By: Phil C |
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Litigation and Claims
Forum Led by: Brian Ortelere |
206 | 626 | Aug 4 2008, 02:06 PM In: Claim by non-vested e/ee By: Sieve |
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Merger and Acquisition Aspects
Forum Led by: |
200 | 357 | Jul 30 2008, 05:35 PM In: Company A assumes sponsorship ... By: Mike Preston |
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Miscellaneous Kinds of Benefits
Forum Led by: Sheila K |
680 | 1,474 | Aug 6 2008, 02:29 PM In: Split Dollar - Amend for some ... By: EXB 1 |
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Multiemployer Plans
Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans. |
246 | 691 | Aug 5 2008, 05:33 PM In: Teamsters National 401(k) Savi... By: SMB |
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Securities Law Aspects of Employee Benefit Plans
Forum Led by: Kirk Maldonado |
77 | 183 | Jul 1 2008, 07:27 AM In: Son acting in capacity of inve... By: blue |
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Small Businesses (issues unique to)
Forum Led by: BobParks |
110 | 296 | Jul 23 2008, 11:08 AM In: COBRA & Medical Insurance ... By: Matthew Tae |
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401(k) Plans
Forum Led by: Mike Preston |
9,012 | 33,686 | Aug 8 2008, 01:26 PM In: Non-Spousal Rollover By: blue |
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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 |
1,151 | 3,350 | Aug 7 2008, 09:11 AM In: NON-ERISA 403(B) Plans By: Nassau |
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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 |
428 | 1,239 | Jul 28 2008, 01:26 PM In: Required Plan Document Changes By: J4FKBC |
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Bank Trust Officers (working with)
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14 | 39 | Feb 20 2008, 10:36 AM In: FAS 157 By: J2D2 |
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Correction of Plan Defects
Forum Led by: njwhite |
718 | 1,683 | Aug 7 2008, 03:16 PM In: erroneous testing refund By: Kimberly S |
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Cross-Tested Plans
Forum Led by: Tom Poje, AndyH |
772 | 3,939 | Aug 8 2008, 10:04 AM In: testing age and SSRA By: Tom Poje |
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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: |
87 | 244 | Aug 7 2008, 05:47 PM In: There is no market for an asse... By: masteff |
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Defined Benefit Plans, Including Cash Balance
Forum Led by: Lorraine Dorsa, david rigby |
3,427 | 15,849 | Aug 8 2008, 08:24 AM In: Qualified vs. Non-Qualified be... By: ForksnKnives |
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Distributions and Loans, Other than QDROs
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2,064 | 6,071 | Aug 7 2008, 01:52 PM In: part. wants to default on loan By: mjb |
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Employee Stock Ownership Plans (ESOPs)
Forum Led by: Larry Goldberg, RLL, BeckyMiller |
756 | 2,036 | Jul 24 2008, 03:59 PM In: Unreleased shares after loan i... By: tmills |
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Estate Planning Aspects of IRAs and Retirement Plan Benefits
Forum Led by: Noel C Ice |
118 | 271 | Jun 25 2008, 01:17 PM In: IRA Investment in Real Estate By: mwyatt |
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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 |
714 | 1,573 | Aug 5 2008, 02:00 PM In: Normal Retirement Age - Final ... By: ERISAQUEEN |
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Investment Issues (including self-directed)
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216 | 726 | Jul 30 2008, 10:11 AM In: Real Estate LLC and Regulated ... By: Bird |
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IRAs and Roth IRAs
Forum Led by: David Hammond CISP, John G, Appleby |
2,684 | 7,806 | Aug 8 2008, 12:32 PM In: 16 going on 17: roth IRA? By: jims |
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Nonqualified Deferred Compensation
Forum Led by: TCWalker |
547 | 1,890 | Jul 30 2008, 03:59 PM In: FAS 159 By: GBurns |
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Operating a Consulting or TPA Firm
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145 | 613 | Aug 5 2008, 03:29 PM In: TPA Service Agreement By: Medusa |
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Qualified Domestic Relations Orders (QDROs)
Forum Led by: mbozek |
337 | 1,981 | Aug 5 2008, 06:14 PM In: Must QDRO be Received Before ... By: mjb |
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Plan Document Amendments
Forum Led by: Lynn Campbell |
351 | 927 | Aug 6 2008, 11:45 AM In: terminating plan and no egtrra... By: abanky |
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Plan Terminations
Forum Led by: david rigby |
464 | 1,380 | Aug 5 2008, 10:32 PM In: Partial Termination in Merger By: david rigby |
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Retirement Plans in General
Forum Led by: ERead |
2,488 | 8,247 | Aug 8 2008, 10:14 AM In: Trust with no sponsor By: J Simmons |
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Retirement Plans Policy
Forum Led by: Franklin Evans |
31 | 207 | May 15 2008, 09:09 AM In: 401a vs. WV TRS(teacher retire... By: Steelerfan |
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SEP, SARSEP and SIMPLE Plans
Forum Led by: Gary Lesser |
989 | 2,529 | Aug 5 2008, 04:42 PM In: Fiscal Year partnership and Si... By: PTR2234 |
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Computers
Forum Led by: Dave Baker |
37 | 61 | Jul 11 2008, 12:54 PM In: Suggestions for stand alone an... By: david rigby |
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How to Use the Message Boards (the "Forums")
Forum Led by: Dave Baker |
93 | 230 | Aug 4 2008, 10:41 AM In: Failure to Update By: J Simmons |
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Humor
Forum Led by: Dave Baker |
134 | 419 | Jul 10 2008, 11:05 AM In: Stupid people vs. stupid acts By: Don Levit |
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Inspiration
Forum Led by: Dave Baker |
40 | 131 | Dec 13 2007, 04:52 AM In: Gratitude - A Matter of Perspe... By: AMH9 |
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Miscellany
Forum Led by: Dave Baker |
124 | 988 | Jul 29 2008, 12:33 PM In: Soliciting Offers for Manny Ra... By: AndyH |
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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 |
17 | 22 | Oct 30 2007, 12:48 PM In: This group.... By: awojtaszek |
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InvestLink's TotalServiceManager
Product home page: http://www.invlink.com/ |
7 | 7 | Aug 22 2005, 04:02 PM In: Disparaging Remarks By: E as in ERISA |
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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 |
452 | 1,082 | Jul 23 2008, 09:01 AM In: Relius report to check safe ha... By: Jim Chad |
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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 |
18 | 17 | Oct 30 2006, 11:46 AM In: Balance forward statements By: jehmig |
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General Continuing Professional Education
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63 | 93 | Apr 28 2008, 11:08 AM In: Continuing Ed Credits for APA By: DazedAndConfused |
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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 |
15 | 59 | Mar 27 2008, 01:43 PM In: Spring DB and C3 Exams By: trying2understand |
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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) |
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 |
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 |
14 | 7 | Jun 11 2008, 01:13 PM In: C4 By: mitchk |
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