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| Welcome back; your last visit was: Jul 4 2009, 07:30 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 |
281 | 1,094 |  Jul 2 2009, 05:28 PMIn: IPO -- Change in Control By: ppw |
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Church Plans
Forum Led by: Danny Miller |
188 | 320 | Jun 25 2009, 04:33 PM In: Amending a church plan to redu... By: david rigby |
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Communication and Disclosure to Participants
Forum Led by: Chuck Miller |
210 | 407 | Jul 3 2009, 04:20 PM In: Fund Changes By: Sieve |
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Form 5500
Forum Led by: Fredman |
1,476 | 4,337 | Jul 2 2009, 11:41 AM In: Employer goes out of business By: david rigby |
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Global Benefits
Forum Led by: akwallace |
32 | 98 | Mar 23 2009, 11:05 AM In: Interpreter costs By: cc1898 |
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Litigation and Claims
Forum Led by: Brian Ortelere |
223 | 767 | Jun 25 2009, 09:45 PM In: ERISA pre-emption - Plan sues ... By: Bearlee |
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Merger and Acquisition Aspects
Forum Led by: Dave Baker |
213 | 390 | Jul 2 2009, 03:28 PM In: Asset sale and merger By: Laura Harrington |
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Miscellaneous Kinds of Benefits
Forum Led by: Sheila K |
701 | 1,539 | Jun 29 2009, 01:59 PM In: Expense reimbursements By: Eric. |
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Multiemployer Plans
Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans. Forum Led by: Dave Baker |
282 | 788 | May 30 2009, 11:34 AM In: Union 401(k)s & Prototypes By: PensionPro |
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Securities Law Aspects of Employee Benefit Plans
Forum Led by: Kirk Maldonado |
81 | 187 | Feb 10 2009, 03:59 PM In: Form 4 By: J Simmons |
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Small Businesses (issues unique to)
Forum Led by: BobParks |
120 | 339 | Jul 1 2009, 11:46 AM In: status of in-service transfer ... By: rcline46 |
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401(k) Plans
Forum Led by: Mike Preston |
9,724 | 36,978 | Jul 3 2009, 05:09 PM In: June 30 plan year end By: Sieve |
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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 |
1,246 | 3,737 | Jul 1 2009, 02:28 PM In: In-Service Distribution By: J Simmons |
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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 |
459 | 1,311 | Jun 24 2009, 09:09 AM In: 457(f)/409A loss of account ba... By: Ken Davis |
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Bank Trust Officers (working with)
Forum Led by: Dave Baker |
17 | 47 | Mar 18 2009, 11:37 AM In: Is this a prohibited transacti... By: Iwonder |
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Correction of Plan Defects
Forum Led by: njwhite |
817 | 1,992 | Jul 4 2009, 11:01 AM In: change in plan sponsor's b... By: J Simmons |
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Cross-Tested Plans
Forum Led by: Tom Poje, AndyH |
812 | 4,160 | Jun 25 2009, 03:03 PM In: Retroactive Amendment? By: BG5150 |
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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: Dave Baker |
95 | 280 | Jun 12 2009, 09:27 AM In: Daily Valuation Vendors? By: mmrisin |
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Defined Benefit Plans, Including Cash Balance
Forum Led by: Lorraine Dorsa, david rigby |
3,997 | 18,623 | Jul 3 2009, 03:47 PM In: Restatement of Plan By: Sieve |
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Distributions and Loans, Other than QDROs
Forum Led by: Dave Baker |
2,254 | 6,854 | Jul 1 2009, 08:58 PM In: Taxing Employee Con from Pensi... By: SuzieQNEC |
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Employee Stock Ownership Plans (ESOPs)
Forum Led by: Larry Goldberg, RLL, BeckyMiller |
786 | 2,144 | Jun 18 2009, 09:10 AM In: Stock Option software recommen... By: Eric. |
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Estate Planning Aspects of IRAs and Retirement Plan Benefits
Forum Led by: Noel C Ice |
127 | 291 | May 27 2009, 04:52 PM In: Thinking about my estate plan By: Sieve |
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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 |
731 | 1,609 | Jun 27 2009, 11:25 AM In: Permissive Service Credit By: AudreyGarcia |
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Investment Issues (including self-directed)
Forum Led by: Dave Baker |
251 | 872 | Jun 29 2009, 06:09 PM In: ERISA 404c Defense By: J Simmons |
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IRAs and Roth IRAs
Forum Led by: David Hammond CISP, John G, Appleby |
2,753 | 8,178 | Jul 2 2009, 09:42 AM In: Roth By: John G |
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Nonqualified Deferred Compensation
Forum Led by: TCWalker |
561 | 1,962 | Jun 29 2009, 01:15 PM In: Agreements Under ERISA? By: jpod |
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Operating a Consulting or TPA Firm
Forum Led by: Dave Baker |
154 | 650 | Jul 3 2009, 03:37 PM In: Circular230 By: Monica Barnard |
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Qualified Domestic Relations Orders (QDROs)
Forum Led by: mbozek |
374 | 2,258 | Jul 3 2009, 01:42 PM In: QDRO nit-pick re address of AP By: Sieve |
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Plan Document Amendments
Forum Led by: Lynn Campbell |
416 | 1,158 | Jun 26 2009, 05:29 PM In: Did the plan amend for .... By: Below Ground |
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Plan Terminations
Forum Led by: david rigby |
512 | 1,556 | Jun 15 2009, 09:43 PM In: Bankruptcy and Safe Harbor Con... By: K2retire |
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Retirement Plans in General
Forum Led by: ERead |
2,712 | 9,108 | Jul 3 2009, 03:33 PM In: Affiliated Service Groups By: Sieve |
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Retirement Plans Policy
Forum Led by: Franklin Evans |
35 | 232 | Feb 18 2009, 10:51 AM In: Be careful By: lawallach |
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SEP, SARSEP and SIMPLE Plans
Forum Led by: Gary Lesser |
1,039 | 2,698 | Jun 25 2009, 04:29 PM In: SEP for going out of business By: Santo Gold |
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Computers
Forum Led by: Dave Baker |
38 | 64 | Feb 10 2009, 08:39 PM In: Print Screen in Vista By: Appleby |
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How to Use the Message Boards (the "Forums")
Forum Led by: Dave Baker |
106 | 277 | Jul 4 2009, 03:44 PM In: in box By: pujaverma |
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Humor
Forum Led by: Dave Baker |
148 | 489 | Jun 25 2009, 08:42 AM In: Revised 2008 Schedule SB By: Andy the Actuary |
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Inspiration
Forum Led by: Dave Baker |
43 | 144 | Apr 17 2009, 11:57 AM In: Susan Boyle Britain's Got ... By: jevd |
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Miscellany
Forum Led by: Dave Baker |
144 | 1,180 | Mar 16 2009, 11:13 AM In: Happy pi Day (tomorrow) By: Eric. |
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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 | 23 | Feb 17 2009, 09:12 PM In: This group.... By: Mike Spickard |
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InvestLink's TotalServiceManager
Product home page: http://www.invlink.com/ Forum Led by: Dave 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 |
471 | 1,120 | Jun 15 2009, 03:25 PM In: Anyone using Relius daily val By: austin3515 |
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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
Forum Led by: Dave Baker |
69 | 118 | Jul 3 2009, 03:16 PM In: ERPA exam By: Monica Barnard |
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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: Dave Baker |
18 | 64 | Jul 1 2009, 03:19 PM In: Spring 2009 DB Test By: LauraVanSteeter |
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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: Dave 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: Dave 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: Dave Baker |
14 | 7 | Jun 11 2008, 01:13 PM In: C4 By: mitchk |
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