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New Posts 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
185 829 Last Post Aug 7 2008, 04:26 PM
In: Determinable Amount
By: Floridaattorney
New Posts Church Plans

Forum Led by: Danny Miller
168 267 Last Post Jul 25 2008, 10:03 PM
In: 403B and a SEP plan Both?
By: ERISAnut
New Posts Communication and Disclosure to Participants

Forum Led by: Chuck Miller
190 356 Last Post Jul 30 2008, 01:36 PM
In: Return to sender or wrong addr...
By: benji
New Posts Form 5500

Forum Led by: Fredman
1,360 3,924 Last Post Aug 8 2008, 02:05 PM
In: How accurate are you with part...
By: BG5150
New Posts Global Benefits

Forum Led by: akwallace
27 95 Last Post Mar 13 2008, 04:54 PM
In: Carrier Suggestions?
By: Phil C
New Posts Litigation and Claims

Forum Led by: Brian Ortelere
206 626 Last Post Aug 4 2008, 02:06 PM
In: Claim by non-vested e/ee
By: Sieve
New Posts Merger and Acquisition Aspects

Forum Led by:
200 357 Last Post Jul 30 2008, 05:35 PM
In: Company A assumes sponsorship ...
By: Mike Preston
New Posts Miscellaneous Kinds of Benefits

Forum Led by: Sheila K
680 1,474 Last Post Aug 6 2008, 02:29 PM
In: Split Dollar - Amend for some ...
By: EXB 1
New Posts Multiemployer Plans
Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans.
246 691 Last Post Aug 5 2008, 05:33 PM
In: Teamsters National 401(k) Savi...
By: SMB
New Posts Securities Law Aspects of Employee Benefit Plans

Forum Led by: Kirk Maldonado
77 183 Last Post Jul 1 2008, 07:27 AM
In: Son acting in capacity of inve...
By: blue
New Posts Small Businesses (issues unique to)

Forum Led by: BobParks
110 296 Last Post Jul 23 2008, 11:08 AM
In: COBRA & Medical Insurance ...
By: Matthew Tae

Forum Topics Replies Last Post Info
New Posts Cafeteria Plans

Forum Led by: Lisa Hand
2,318 7,511 Last Post Aug 7 2008, 10:23 PM
In: Flex accounts under different ...
By: Oh so SIMPLE
New Posts Health & Welfare Plans in General

Forum Led by: Greg Judd
360 973 Last Post Aug 8 2008, 12:03 PM
In: Welfare PLan
By: Don Levit
New Posts Health Care Coalitions

Forum Led by: Jerry99
19 57 Last Post Mar 31 2008, 03:06 PM
In: COBRA Question for TPA's r...
By: Jeremy_Davis
New Posts Health Plans in General, Including COBRA and HIPAA

Forum Led by: Brigid Anderson, Christine Roberts
2,051 5,887 Last Post Aug 7 2008, 12:08 PM
In: Divorce QE - How are the spous...
By: GMK
New Posts Health Plans Policy

Forum Led by: Ray Berry
40 83 Last Post May 27 2008, 04:26 PM
In: Moving active 65+ ees to Medic...
By: KAL
New Posts Health Savings Accounts (HSAs)

Forum Led by: Gary Lesser
171 588 Last Post Aug 5 2008, 05:05 PM
In: Funding HSA from sale of stock...
By: DMar
New Posts Long Term Care Insurance
14 45 Last Post May 31 2007, 11:42 PM
In: LTC and comp agreement
By: J Simmons
New Posts Tuition Assistance Plans
40 54 Last Post Jun 5 2008, 03:24 PM
In: Taxation of Calendar Yr Tuitio...
By: LMPett
New Posts VEBAs

Forum Led by: JD Colville
134 677 Last Post Aug 5 2008, 05:25 PM
In: 501(c)(5) Plan Sponsor/501(c)
By: sfjfl
New Posts Voluntary Employee Benefits
60 144 Last Post Jan 29 2008, 11:51 AM
In: Death Benefit - Reportable on ...
By: MarZDoates

Forum Topics Replies Last Post Info
New Posts 401(k) Plans

Forum Led by: Mike Preston
9,012 33,686 Last Post Aug 8 2008, 01:26 PM
In: Non-Spousal Rollover
By: blue
New Posts 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
1,151 3,350 Last Post Aug 7 2008, 09:11 AM
In: NON-ERISA 403(B) Plans
By: Nassau
New Posts 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
428 1,239 Last Post Jul 28 2008, 01:26 PM
In: Required Plan Document Changes
By: J4FKBC
New Posts Bank Trust Officers (working with)
14 39 Last Post Feb 20 2008, 10:36 AM
In: FAS 157
By: J2D2
New Posts Correction of Plan Defects

Forum Led by: njwhite
718 1,683 Last Post Aug 7 2008, 03:16 PM
In: erroneous testing refund
By: Kimberly S
New Posts Cross-Tested Plans

Forum Led by: Tom Poje, AndyH
772 3,939 Last Post Aug 8 2008, 10:04 AM
In: testing age and SSRA
By: Tom Poje
New Posts 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:
87 244 Last Post Aug 7 2008, 05:47 PM
In: There is no market for an asse...
By: masteff
New Posts Defined Benefit Plans, Including Cash Balance

Forum Led by: Lorraine Dorsa, david rigby
3,427 15,849 Last Post Aug 8 2008, 08:24 AM
In: Qualified vs. Non-Qualified be...
By: ForksnKnives
New Posts Distributions and Loans, Other than QDROs
2,064 6,071 Last Post Aug 7 2008, 01:52 PM
In: part. wants to default on loan
By: mjb
New Posts Employee Stock Ownership Plans (ESOPs)

Forum Led by: Larry Goldberg, RLL, BeckyMiller
756 2,036 Last Post Jul 24 2008, 03:59 PM
In: Unreleased shares after loan i...
By: tmills
New Posts Estate Planning Aspects of IRAs and Retirement Plan Benefits

Forum Led by: Noel C Ice
118 271 Last Post Jun 25 2008, 01:17 PM
In: IRA Investment in Real Estate
By: mwyatt
New Posts 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
714 1,573 Last Post Aug 5 2008, 02:00 PM
In: Normal Retirement Age - Final ...
By: ERISAQUEEN
New Posts Investment Issues (including self-directed)
216 726 Last Post Jul 30 2008, 10:11 AM
In: Real Estate LLC and Regulated ...
By: Bird
New Posts IRAs and Roth IRAs

Forum Led by: David Hammond CISP, John G, Appleby
2,684 7,806 Last Post Aug 8 2008, 12:32 PM
In: 16 going on 17: roth IRA?
By: jims
New Posts Nonqualified Deferred Compensation

Forum Led by: TCWalker
547 1,890 Last Post Jul 30 2008, 03:59 PM
In: FAS 159
By: GBurns
New Posts Operating a Consulting or TPA Firm
145 613 Last Post Aug 5 2008, 03:29 PM
In: TPA Service Agreement
By: Medusa
New Posts Qualified Domestic Relations Orders (QDROs)

Forum Led by: mbozek
337 1,981 Last Post Aug 5 2008, 06:14 PM
In: Must QDRO be Received Before ...
By: mjb
New Posts Plan Document Amendments

Forum Led by: Lynn Campbell
351 927 Last Post Aug 6 2008, 11:45 AM
In: terminating plan and no egtrra...
By: abanky
New Posts Plan Terminations

Forum Led by: david rigby
464 1,380 Last Post Aug 5 2008, 10:32 PM
In: Partial Termination in Merger
By: david rigby
New Posts Retirement Plans in General

Forum Led by: ERead
2,488 8,247 Last Post Aug 8 2008, 10:14 AM
In: Trust with no sponsor
By: J Simmons
New Posts Retirement Plans Policy

Forum Led by: Franklin Evans
31 207 Last Post May 15 2008, 09:09 AM
In: 401a vs. WV TRS(teacher retire...
By: Steelerfan
New Posts SEP, SARSEP and SIMPLE Plans

Forum Led by: Gary Lesser
989 2,529 Last Post Aug 5 2008, 04:42 PM
In: Fiscal Year partnership and Si...
By: PTR2234

Forum Topics Replies Last Post Info
New Posts Computers

Forum Led by: Dave Baker
37 61 Last Post Jul 11 2008, 12:54 PM
In: Suggestions for stand alone an...
By: david rigby
New Posts How to Use the Message Boards (the "Forums")

Forum Led by: Dave Baker
93 230 Last Post Aug 4 2008, 10:41 AM
In: Failure to Update
By: J Simmons
New Posts Humor

Forum Led by: Dave Baker
134 419 Last Post Jul 10 2008, 11:05 AM
In: Stupid people vs. stupid acts
By: Don Levit
New Posts Inspiration

Forum Led by: Dave Baker
40 131 Last Post Dec 13 2007, 04:52 AM
In: Gratitude - A Matter of Perspe...
By: AMH9
New Posts Miscellany

Forum Led by: Dave Baker
124 988 Last Post Jul 29 2008, 12:33 PM
In: Soliciting Offers for Manny Ra...
By: AndyH

Forum Topics Replies Last Post Info
New Posts 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 22 Last Post Oct 30 2007, 12:48 PM
In: This group....
By: awojtaszek
New Posts InvestLink's TotalServiceManager
Product home page: http://www.invlink.com/
7 7 Last Post Aug 22 2005, 04:02 PM
In: Disparaging Remarks
By: E as in ERISA
New Posts 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
452 1,082 Last Post Jul 23 2008, 09:01 AM
In: Relius report to check safe ha...
By: Jim Chad
New Posts 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 Last Post Oct 30 2006, 11:46 AM
In: Balance forward statements
By: jehmig

Forum Topics Replies Last Post Info
New Posts General Continuing Professional Education
63 93 Last Post Apr 28 2008, 11:08 AM
In: Continuing Ed Credits for APA
By: DazedAndConfused
New Posts 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 Last Post Mar 14 2007, 10:07 AM
In: Used 2006 DC-1 Book
By: Lori Ray
New Posts 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
15 59 Last Post Mar 27 2008, 01:43 PM
In: Spring DB and C3 Exams
By: trying2understand
New Posts 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)
30 55 Last Post Jun 4 2007, 11:17 AM
In: DC-2 Sample Exam?
By: Tom Poje
New Posts 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
5 10 Last Post Apr 29 2005, 02:31 PM
In: C3 practice questions
By: Harwood
New Posts 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
14 7 Last Post Jun 11 2008, 01:13 PM
In: C4
By: mitchk

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