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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.

  • 509 topics
  • 1,468 replies
Impermissible Acceleration/... - 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

  • 2,349 topics
  • 7,432 replies
Form 5500-SUP - last post by Belgarath

Global Benefits

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

Litigation and Claims

  • 270 topics
  • 1,004 replies
Measure of Damages From Los... - last post by MoJo

Merger and Acquisition Aspects

  • 292 topics
  • 579 replies
Sole Proprietor Sponsors/Ad... - last post by QDROphile

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.

  • 462 topics
  • 1,155 replies
4204 Bond/Controlled Group... - last post by Brigette Renaud

Securities Law Aspects of Employee Benefit Plans

  • 101 topics
  • 239 replies
Wrongful Termination Award... - last post by Chaz

Small Businesses (issues unique to)

  • 148 topics
  • 441 replies
Executor Fees - last post by Flyboyjohn

Toggle Retirement Plans Retirement Plans

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401(k) Plans

  • 13,231 topics
  • 51,522 replies
414(s) compensation; must i... - last post by Kevin C

403(b) Plans, Accounts or Annuities

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

  • 1,645 topics
  • 5,012 replies
TIAA Class Action Settlement? - last post by Deborah Grace

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

  • 5,699 topics
  • 25,626 replies
GA Terminal Funding Vehicles - last post by My 2 cents

Distributions and Loans, Other than QDROs

  • 3,019 topics
  • 9,571 replies
RMD - father of owner - last post by doombuggy

Employee Stock Ownership Plans (ESOPs)

  • 955 topics
  • 2,765 replies
Questions to ask when termi... - last post by ESOP Guy

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

  • 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
  • 1,846 replies
amendment to pick-up provis... - last post by Fisher

Investment Issues (including self-directed)

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

IRAs and Roth IRAs

  • 2,953 topics
  • 9,020 replies
Donating RMD to a qualified... - last post by Borsley

Nonqualified Deferred Compensation

  • 620 topics
  • 2,122 replies
Parent vs. Subsidiary Spons... - last post by Fiduciary Guidance Counsel

Operating a Consulting or TPA Firm

  • 225 topics
  • 948 replies
Pension TPA interested in b... - 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

  • 629 topics
  • 1,770 replies
Changing a PPA Amendment - last post by BG5150

Plan Terminations

  • 728 topics
  • 2,175 replies
Standard PBGC Termination -... - last post by My 2 cents

Retirement Plans in General

  • 3,563 topics
  • 11,998 replies
Exlcuding or including leas... - last post by GMK


  • 1,279 topics
  • 3,337 replies
SEP and 401(k) question - last post by Lou S.

Toggle Boards Other Than Employee Benefits Boards Other Than Employee Benefits

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Computers and Other Technology

  • 53 topics
  • 121 replies
Document Vaults - last post by MoJo

How to Use the Message Boards (the "Forums")

  • 105 topics
  • 556 replies
A deserved honor to Dave Baker - last post by Bill Presson


  • 223 topics
  • 884 replies
The Actuarial Mind - last post by Andy the Actuary


  • 47 topics
  • 159 replies
Things I Wish I Had Known W... - last post by Bill Presson


  • 232 topics
  • 1,748 replies
"Clipping" web page... - last post by Dave Baker

Toggle Product User Groups (Unofficial) Product User Groups (Unofficial)

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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 (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).

  • 553 topics
  • 1,369 replies
Relius ASP / Managed Services - last post by jolson

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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