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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.

  • 518 topics
  • 1,492 replies
Subsidized COBRA - last post by JJRetirement

Church Plans

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

Communication and Disclosure to Participants

  • 293 topics
  • 657 replies
Who gets the QDIA Notice? - last post by Lou S.

Form 5500

  • 2,372 topics
  • 7,522 replies
Non profit & automatic... - last post by Flyboyjohn

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

  • 298 topics
  • 599 replies
410(b)(6) transition rule - last post by John Feldt ERPA CPC QPA

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.

  • 469 topics
  • 1,178 replies
401(k) and DC merger - last post by ERISAWiz

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

  • 13,480 topics
  • 52,888 replies
ADP Refunds in Short Plan Year - last post by Gilmore

403(b) Plans, Accounts or Annuities

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

  • 1,667 topics
  • 5,098 replies
ADP Refunds - last post by Steve Waddo

457 Plans

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

  • 620 topics
  • 1,682 replies
Plan Contribution in Lieu o... - last post by jpod

Correction of Plan Defects

  • 1,285 topics
  • 3,312 replies
Audit CAP - Calculation of... - last post by Übernerd

Cross-Tested Plans

  • 1,024 topics
  • 5,252 replies
General Testing - One Emplo... - last post by Rob P

Defined Benefit Plans, Including Cash Balance

  • 5,758 topics
  • 25,937 replies
110% Test - Restricted Empl... - last post by My 2 cents

Distributions and Loans, Other than QDROs

  • 3,065 topics
  • 9,779 replies
401k Rollover Requested (RM... - last post by GMK

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

  • 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.

  • 837 topics
  • 1,874 replies
RMD -- interest on late pay... - last post by tja

Investment Issues (including self-directed)

  • 462 topics
  • 1,593 replies
1035 Viatical Whole Life Po... - last post by buckyks

IRAs and Roth IRAs

  • 2,966 topics
  • 9,057 replies
Sch. C filer with Roth 401k... - last post by Belgarath

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
  • 959 replies
Paperless - last post by austin3515

Qualified Domestic Relations Orders (QDROs)

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

Plan Document Amendments

  • 639 topics
  • 1,807 replies
Signature on Board Resoluti... - last post by Bird

Plan Terminations

  • 738 topics
  • 2,218 replies
Post retirement benefits -... - last post by david rigby

Retirement Plans in General

  • 3,713 topics
  • 12,519 replies
404(a)5 Fund Chart needed - last post by BG5150


  • 1,292 topics
  • 3,368 replies
SIMPLE-IRA correction under... - last post by Jim Chad

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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).

  • 554 topics
  • 1,373 replies
5500 sf count for active (n... - last post by Tom Poje

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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