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| Welcome back; your last visit was: Mar 21 2010, 04:46 PM |
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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. Forum Led by: Lori Friedman |
319 | 1,159 |  Mar 18 2010, 08:54 AMIn: Good article on employer requi... By: BL333 |
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Church Plans
Forum Led by: Danny Miller |
196 | 329 | Mar 12 2010, 05:24 PM In: Church Plan By: J4FKBC |
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Communication and Disclosure to Participants
Forum Led by: Chuck Miller |
224 | 465 | Mar 16 2010, 01:12 PM In: Special Tax Notice By: GMK |
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Form 5500
Forum Led by: Fredman |
1,584 | 4,702 | Mar 19 2010, 03:14 PM In: 5500SF By: rcline46 |
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Global Benefits
Forum Led by: akwallace |
35 | 110 | Dec 1 2009, 06:35 PM In: Life Insurance Options for Ira... By: lmccormick |
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Litigation and Claims
Forum Led by: Brian Ortelere |
228 | 793 | Mar 7 2010, 10:12 PM In: Get sued using a captive or 41... By: Mike Preston |
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Merger and Acquisition Aspects
Forum Led by: David Baker |
226 | 411 | Mar 9 2010, 02:57 PM In: Due Diligence--HIPAA PHI By: Michelle P |
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Miscellaneous Kinds of Benefits
Forum Led by: Sheila K |
711 | 1,556 | Feb 24 2010, 02:43 PM In: Group LTD and Individ. LTD reg... By: cjsmith |
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Multiemployer Plans
Issues particular to multiemployer (collectively bargained) pension or welfare benefit plans. Forum Led by: David Baker |
323 | 857 | Mar 12 2010, 01:39 PM In: Free-Look Rule for the Second ... By: MFJ |
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Securities Law Aspects of Employee Benefit Plans
Forum Led by: Kirk Maldonado |
86 | 208 | Mar 17 2010, 09:00 AM In: Employee Benefit Records Reten... By: GMK |
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Small Businesses (issues unique to)
Forum Led by: BobParks |
124 | 358 | Mar 7 2010, 10:11 PM In: 412(i) 419 captives and sectio... By: Mike Preston |
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401(k) Plans
Forum Led by: Mike Preston |
10,308 | 39,227 | Mar 20 2010, 11:38 AM In: Trailing earnings and ADP/ACP ... By: Quacka |
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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 |
1,297 | 3,882 | Mar 20 2010, 06:23 PM In: 403b and Form 5500 By: J Simmons |
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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 |
486 | 1,364 | Mar 19 2010, 10:26 PM In: Fiduciary Breach By: joel |
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Bank Trust Officers (working with)
Forum Led by: David Baker |
18 | 49 | Feb 1 2010, 04:59 PM In: Claim Denied by Trustee? By: GMK |
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Correction of Plan Defects
Forum Led by: njwhite |
879 | 2,122 | Mar 18 2010, 11:47 AM In: Roth 401k mistake as pre tax By: Bird |
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Cross-Tested Plans
Forum Led by: Tom Poje, AndyH |
841 | 4,363 | Mar 19 2010, 08:38 AM In: Not for profit with 401(a) and... By: Belgarath |
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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: David Baker |
96 | 281 | Feb 19 2010, 08:56 AM In: American Funds PlanPremier TPA By: Bird |
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Defined Benefit Plans, Including Cash Balance
Forum Led by: Lorraine Dorsa, david rigby |
4,361 | 20,068 | Mar 19 2010, 11:48 AM In: Pension Income (distributions)... By: Everett Moreland |
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Distributions and Loans, Other than QDROs
Forum Led by: David Baker |
2,374 | 7,248 | Mar 11 2010, 08:37 AM In: Buy plan asset at plan termina... By: jpod |
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Employee Stock Ownership Plans (ESOPs)
Forum Led by: Larry Goldberg, RLL, BeckyMiller |
809 | 2,199 | Mar 11 2010, 05:07 PM In: EGTRRA Restatement Determ. Let... By: GMK |
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Estate Planning Aspects of IRAs and Retirement Plan Benefits
Forum Led by: Noel C Ice |
133 | 336 | Mar 2 2010, 09:29 AM In: Content needed for two By: VEBAPLAN |
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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 |
749 | 1,652 | Mar 21 2010, 01:19 PM In: Government plans and 401(a) By: Sieve |
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Investment Issues (including self-directed)
Forum Led by: David Baker |
268 | 958 | Mar 10 2010, 01:53 PM In: Heads or tails? By: dbvail |
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IRAs and Roth IRAs
Forum Led by: David Hammond CISP, John G, Appleby |
2,809 | 8,357 | Mar 19 2010, 10:56 PM In: Roth IRA vs. 529 Savings Plan ... By: K2retire |
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Nonqualified Deferred Compensation
Forum Led by: TCWalker |
571 | 1,993 | Mar 16 2010, 09:45 AM In: Termination of Split Dollar NQ... By: XTitan |
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Operating a Consulting or TPA Firm
Forum Led by: David Baker |
163 | 688 | Mar 12 2010, 01:07 PM In: Buying a TPA Firm By: vebaguru |
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Qualified Domestic Relations Orders (QDROs)
Forum Led by: mbozek |
405 | 2,433 | Mar 19 2010, 02:08 PM In: Need Help w/QDRO process By: Mike Preston |
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Plan Document Amendments
Forum Led by: Lynn Campbell |
472 | 1,347 | Mar 19 2010, 01:51 PM In: Restatements still not done By: k man |
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Plan Terminations
Forum Led by: david rigby |
557 | 1,667 | Mar 15 2010, 05:49 PM In: Required amendments for termin... By: britoski |
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Retirement Plans in General
Forum Led by: ERead |
2,839 | 9,478 | Mar 18 2010, 05:27 PM In: Executive Benefits/Internal Ac... By: david rigby |
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Retirement Plans Policy
Forum Led by: Franklin Evans |
36 | 241 | Feb 25 2010, 06:09 PM In: Joint DOL Treasury RFI - DC Pl... By: david rigby |
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SEP, SARSEP and SIMPLE Plans
Forum Led by: Gary Lesser |
1,084 | 2,785 | Mar 13 2010, 02:42 PM In: missed or incorrect employer c... By: Christine Roberts |
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Computers
Forum Led by: David Baker |
42 | 81 | Mar 16 2010, 12:05 PM In: Spyware Removal By: oriecat |
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How to Use the Message Boards (the "Forums")
Forum Led by: David Baker |
113 | 341 | Feb 16 2010, 09:10 AM In: GATT RATE By: nielsen522 |
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Humor
Forum Led by: David Baker |
163 | 550 | Feb 19 2010, 09:55 AM In: Arrest Report By: IRA |
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Inspiration
Forum Led by: David Baker |
45 | 150 | Dec 21 2009, 10:59 AM In: Holiday Greetings By: Andy the Actuary |
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Miscellany
Forum Led by: David Baker |
159 | 1,307 | Mar 21 2010, 03:25 PM In: The Census Taker By: Sieve |
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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. Forum Led by: Cathy from Chicago |
18 | 23 | Oct 21 2009, 02:24 PM In: Blaze SSI Proposal System By: Tinman |
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InvestLink's TotalServiceManager
Product home page: http://www.invlink.com/ Forum Led by: David Baker |
7 | 8 | Jun 23 2009, 04:27 AM In: How do I create a message boar... By: Allezlesgars |
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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 |
481 | 1,166 | Mar 4 2010, 09:06 AM In: Balance per Participant by Sou... By: Fredman |
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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 |
19 | 17 | Sep 25 2009, 11:41 AM In: Need help with Schwab RT ACA m... By: nynaeve |
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General Continuing Professional Education
Forum Led by: David Baker |
70 | 125 | Jan 25 2010, 12:14 PM In: ASPPA CPC Module on Non-qualif... By: Spock |
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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 | Mar 14 2007, 10:07 AM In: Used 2006 DC-1 Book By: Lori Ray |
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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 Forum Led by: David Baker |
18 | 67 | Nov 10 2009, 04:14 PM In: 2009 DB Exam - Top Heavy Accru... By: david rigby |
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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) Forum Led by: David Baker |
30 | 55 | Jun 4 2007, 11:17 AM In: DC-2 Sample Exam? By: Tom Poje |
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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 Forum Led by: David Baker |
5 | 10 | Apr 29 2005, 02:31 PM In: C3 practice questions By: Harwood |
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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 Forum Led by: David Baker |
14 | 7 | Jun 11 2008, 01:13 PM In: C4 By: mitchk |
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