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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.

  • 519 topics
  • 1,493 replies
Earn Out After Noncompliant... - last post by Blackbirch

Church Plans

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

Communication and Disclosure to Participants

  • 296 topics
  • 660 replies
Summary Annual Report due d... - last post by Fiduciary Guidance Counsel

Form 5500

  • 2,386 topics
  • 7,568 replies
fire system status - last post by Beemer

Global Benefits

  • 41 topics
  • 147 replies
Excluding from operational... - last post by Bumppo23

Litigation and Claims

  • 270 topics
  • 991 replies
annuity policy - 1 owner na... - last post by ETA Consulting LLC

Merger and Acquisition Aspects

  • 301 topics
  • 611 replies
Compliance with ACA in M... - last post by Flyboyjohn

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.

  • 470 topics
  • 1,182 replies
proof of former employment... - last post by ESOP Guy

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

  • 13,536 topics
  • 53,141 replies
new corp assumes sponsorshi... - last post by Bill Presson

403(b) Plans, Accounts or Annuities

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

  • 1,671 topics
  • 5,111 replies
Convert Loan Balance into I... - last post by QDROphile

457 Plans

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

  • 621 topics
  • 1,689 replies
457(b) Plan - last post by jpod

Correction of Plan Defects

  • 1,295 topics
  • 3,337 replies
Hardship issued with no pro... - last post by Kevin C

Cross-Tested Plans

  • 1,026 topics
  • 5,269 replies
Prevailing wage cross-teste... - last post by TPApril

Defined Benefit Plans, Including Cash Balance

  • 5,775 topics
  • 26,014 replies
Late retirement and cash ba... - last post by ak2ary

Distributions and Loans, Other than QDROs

  • 3,073 topics
  • 9,820 replies
Pre-mature 401(k) withdrawal - last post by K2retire

Employee Stock Ownership Plans (ESOPs)

  • 963 topics
  • 2,802 replies
Section 204(h) notice for f... - 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.

  • 840 topics
  • 1,892 replies
ERISA Section 203(a)(3)(B) - last post by alexa

Investment Issues (including self-directed)

  • 463 topics
  • 1,597 replies
Terminating a PS plan that... - last post by katieinny

IRAs and Roth IRAs

  • 2,969 topics
  • 9,071 replies
Self Directed IRA - purchas... - last post by K2retire

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
  • 960 replies
Paperless - last post by Hojo

Qualified Domestic Relations Orders (QDROs)

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

Plan Document Amendments

  • 640 topics
  • 1,813 replies
PPA Restatement of Safe Har... - last post by Belgarath

Plan Terminations

  • 744 topics
  • 2,232 replies
Terminate Solo 401k to cons... - last post by Bird

Retirement Plans in General

  • 3,721 topics
  • 12,559 replies
Exclusion of Interns - last post by Fiduciary Guidance Counsel


  • 1,293 topics
  • 3,372 replies
SIMPLE-IRA contributions ma... - last post by Monica Barnard

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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).

  • 556 topics
  • 1,386 replies
5500-SF Participant Count - last post by Tom Poje

Toggle Continuing Professional Education Continuing Professional Education

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General Continuing Professional Education

  • 83 topics
  • 194 replies
LLM? - last post by Zorro1k

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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