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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
  • 1,462 replies
Short-Term Deferral - last post by jpod

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

  • 2,345 topics
  • 7,405 replies
Solo 401k plan closed issue - last post by Mike Preston

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

  • 289 topics
  • 571 replies
Control Group has three pla... - last post by cpc0506

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

  • 13,213 topics
  • 51,471 replies
Varying levels of match bas... - last post by Lou S.

403(b) Plans, Accounts or Annuities

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

  • 1,644 topics
  • 5,008 replies
Employee "opt out"... - last post by EPCRSGuru

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

  • 5,694 topics
  • 25,612 replies
SSAE 16 - last post by Fiduciary Guidance Counsel

Distributions and Loans, Other than QDROs

  • 3,016 topics
  • 9,559 replies
1099-R - when participant e... - last post by Appleby

Employee Stock Ownership Plans (ESOPs)

  • 954 topics
  • 2,758 replies
Leveraged ESOP - not alloca... - last post by Belgarath

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
  • 1,845 replies
amendment to pick-up provis... - last post by PatriciaT

Investment Issues (including self-directed)

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

IRAs and Roth IRAs

  • 2,951 topics
  • 9,017 replies
Donating RMD to a qualified... - last post by katieinny

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

  • 627 topics
  • 1,763 replies
Effective date for amending... - last post by Belgarath

Plan Terminations

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

Retirement Plans in General

  • 3,558 topics
  • 11,976 replies
5% or 1% ownership (misnome... - last post by Bumppo23

SEP, SARSEP and SIMPLE Plans

  • 1,278 topics
  • 3,331 replies
SEP IRA - contribution clas... - last post by Flyboyjohn

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).

  • 551 topics
  • 1,367 replies
Error On SB, Line 38b - last post by Andy the Actuary

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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